$729 Million is the total value of ATWOOD & PALMER INC's 320 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRP | New | INVESCO EXCHNG TRADED FD TR | $17,187,000 | – | 691,636 | +100.0% | 2.36% | – |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $13,880,000 | – | 193,590 | +100.0% | 1.90% | – |
| GSY | New | INVESCO ACTIVELY MANAGD ETF | $11,181,000 | – | 222,500 | +100.0% | 1.54% | – |
| BSCJ | New | INVESCO EXCH TRD SLF IDX FD | $9,127,000 | – | 434,706 | +100.0% | 1.25% | – |
| BSJJ | New | INVESCO EXCH TRD SLF IDX FD | $8,712,000 | – | 360,379 | +100.0% | 1.20% | – |
| BSJI | New | INVESCO EXCH TRD SLF IDX FD | $7,989,000 | – | 318,306 | +100.0% | 1.10% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $7,920,000 | – | 376,068 | +100.0% | 1.09% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $7,118,000 | – | 154,950 | +100.0% | 0.98% | – |
| BSJK | New | INVESCO EXCH TRD SLF IDX FD | $7,092,000 | – | 292,464 | +100.0% | 0.97% | – |
| BSCI | New | INVESCO EXCH TRD SLF IDX FD | $6,422,000 | – | 303,495 | +100.0% | 0.88% | – |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $3,761,000 | – | 181,200 | +100.0% | 0.52% | – |
| BSJL | New | INVESCO EXCH TRD SLF IDX FD | $2,814,000 | – | 114,400 | +100.0% | 0.39% | – |
| ADOM | New | ADOMANI INC | $505,000 | – | 463,630 | +100.0% | 0.07% | – |
| GBIL | New | GOLDMAN SACHS ETF TR | $235,000 | – | 2,350 | +100.0% | 0.03% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD T | $100,000 | – | 980 | +100.0% | 0.01% | – |
| DCPH | New | DECIPHERA PHARMACEUTICALS IN | $71,000 | – | 1,811 | +100.0% | 0.01% | – |
| PDBC | New | INVESCO ACTIVELY MANAGD ETF | $68,000 | – | 3,700 | +100.0% | 0.01% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $41,000 | – | 2,000 | +100.0% | 0.01% | – |
| EVRG | New | EVERGY INC | $37,000 | – | 652 | +100.0% | 0.01% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $34,000 | – | 376 | +100.0% | 0.01% | – |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC | $27,000 | – | 618 | +100.0% | 0.00% | – |
| AGN | New | ALLERGAN PLC | $26,000 | – | 156 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $13,000 | – | 206 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $4,000 | – | 32 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TR | $8,000 | – | 118 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $7,000 | – | 60 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TR | $8,000 | – | 139 | +100.0% | 0.00% | – |
| WW | New | WEIGHT WATCHERS INTL INC NEW | $5,000 | – | 50 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INC | $4,000 | – | 33 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $4,000 | – | 85 | +100.0% | 0.00% | – |
| PFF | New | ISHARES TR | $2,000 | – | 40 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORP DEL | $3,000 | – | 28 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC | $0 | – | 6 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $2,000 | – | 28 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
| BBT | New | BB&T CORP | $3,000 | – | 65 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $2,000 | – | 36 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NV | $1,000 | – | 11 | +100.0% | 0.00% | – |
| LPI | New | LAREDO PETROLEUM INC | $1,000 | – | 15,000 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $1,000 | – | 97 | +100.0% | 0.00% | – |
| KMIPRA | New | KINDER MORGAN INC DEL | $1,000 | – | 16 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TR | $3,000 | – | 25 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $3,000 | – | 76 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $2,000 | – | 102 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $3,000 | – | 43 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TR | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BTI | New | BRITISH AMERN TOB PLC | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.