$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIGWS | Exit | AMERICAN INTL GROUP INC | $0 | – | -97 | -100.0% | 0.00% | – |
| BSWN | Exit | UBS AG LONDON BRH | $0 | – | -150 | -100.0% | 0.00% | – |
| TGT | Exit | TARGET CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -40 | -100.0% | -0.00% | – |
| AVGO | Exit | BROADCOM LTD | $0 | – | -25 | -100.0% | -0.00% | – |
| VSM | Exit | VERSUM MATLS INC | $0 | – | -135 | -100.0% | -0.00% | – |
| AFL | Exit | AFLAC INC | $0 | – | -624 | -100.0% | -0.00% | – |
| MLPI | Exit | UBS AG JERSEY BRH | $0 | – | -1,300 | -100.0% | -0.00% | – |
| WR | Exit | WESTAR ENERGY INC | $0 | – | -652 | -100.0% | -0.01% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -288 | -100.0% | -0.01% | – |
| DST | Exit | DST SYS INC DEL | $0 | – | -600 | -100.0% | -0.01% | – |
| PDBC | Exit | POWERSHARES ACT MANG COMM FD | $0 | – | -3,700 | -100.0% | -0.01% | – |
| MON | Exit | MONSANTO CO NEW | $0 | – | -941 | -100.0% | -0.02% | – |
| RSP | Exit | RYDEX ETF TRUST | $0 | – | -1,330 | -100.0% | -0.02% | – |
| HYH | Exit | HALYARD HEALTH INC | $0 | – | -4,881 | -100.0% | -0.03% | – |
| BSJL | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -50,375 | -100.0% | -0.18% | – |
| BSJK | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -256,419 | -100.0% | -0.89% | – |
| BSCK | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -338,033 | -100.0% | -1.02% | – |
| BSCI | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -382,771 | -100.0% | -1.15% | – |
| BSJJ | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -342,610 | -100.0% | -1.19% | – |
| BSCJ | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -414,246 | -100.0% | -1.24% | – |
| BSJI | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -393,538 | -100.0% | -1.41% | – |
| GSY | Exit | CLAYMORE EXCHANGE TRD FD TR | $0 | – | -198,525 | -100.0% | -1.42% | – |
| VRP | Exit | POWERSHARES ETF TR II | $0 | – | -627,213 | -100.0% | -2.25% | – |
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.