$766 Million is the total value of ATWOOD & PALMER INC's 315 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FBT | New | FIRST TR EXCHANGE TRADED FD | $2,178,000 | – | 13,745 | +100.0% | 0.28% | – |
| AVNS | New | AVANOS MED INC | $1,466,000 | – | 21,396 | +100.0% | 0.19% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $150,000 | – | 6,100 | +100.0% | 0.02% | – |
| BIL | New | SPDR SER TR | $70,000 | – | 766 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDS | $22,000 | – | 121 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORP | $7,000 | – | 39 | +100.0% | 0.00% | – |
| TGE | New | TALLGRASS ENERGY LP | $5,000 | – | 200 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $6,000 | – | 57 | +100.0% | 0.00% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| VIOG | New | VANGUARD ADMIRAL FDS INC | $7,000 | – | 40 | +100.0% | 0.00% | – |
| VCR | New | VANGUARD WORLD FDS | $5,000 | – | 30 | +100.0% | 0.00% | – |
| VDC | New | VANGUARD WORLD FDS | $5,000 | – | 33 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDS | $5,000 | – | 73 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD WORLD FDS | $8,000 | – | 40 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDS | $4,000 | – | 35 | +100.0% | 0.00% | – |
| VBK | New | VANGUARD INDEX FDS | $6,000 | – | 30 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDS | $4,000 | – | 30 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $7,000 | – | 20 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| VUG | New | VANGUARD INDEX FDS | $3,000 | – | 20 | +100.0% | 0.00% | – |
| AVNW | New | AVIAT NETWORKS INC | $0 | – | 5 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC | $1,000 | – | 97 | +100.0% | 0.00% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $1,000 | – | 225 | +100.0% | 0.00% | – |
| MGK | New | VANGUARD WORLD FD | $3,000 | – | 20 | +100.0% | 0.00% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX F | $3,000 | – | 80 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-29
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.