$629 Million is the total value of ATWOOD & PALMER INC's 325 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 19.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Sell | FIRST TR EXCHANGE TRADED FD | $43,768,000 | -39.5% | 2,512,510 | -29.7% | 6.95% | -26.4% |
| CDW | Sell | CDW CORP | $32,922,000 | -11.7% | 406,188 | -3.1% | 5.23% | +7.5% |
| CSCO | Sell | CISCO SYS INC | $29,244,000 | -12.3% | 674,908 | -1.6% | 4.65% | +6.7% |
| INTC | Sell | INTEL CORP | $25,430,000 | -2.0% | 541,863 | -1.3% | 4.04% | +19.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $24,200,000 | -10.7% | 108,139 | -2.6% | 3.84% | +8.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $21,351,000 | -16.3% | 182,629 | -2.4% | 3.39% | +1.9% |
| LMT | LOCKHEED MARTIN CORP | $21,283,000 | -24.3% | 81,284 | 0.0% | 3.38% | -7.9% | |
| ON | Buy | ON SEMICONDUCTOR CORP | $20,456,000 | -10.0% | 1,239,002 | +0.4% | 3.25% | +9.5% |
| URI | Buy | UNITED RENTALS INC | $19,265,000 | +62.0% | 187,900 | +158.6% | 3.06% | +97.2% |
| MA | Sell | MASTERCARD INCORPORATED | $18,102,000 | -49.0% | 95,956 | -39.9% | 2.88% | -38.0% |
| DWFI | Sell | SPDR SER TR | $16,354,000 | -17.6% | 736,355 | -12.7% | 2.60% | +0.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $15,986,000 | -14.8% | 679,389 | +1.1% | 2.54% | +3.7% |
| GOOG | Buy | ALPHABET INC | $15,635,000 | -11.2% | 15,097 | +2.3% | 2.48% | +8.0% |
| VRP | Sell | INVESCO EXCHNG TRADED FD TR | $15,621,000 | -11.0% | 684,527 | -3.0% | 2.48% | +8.3% |
| AMP | Buy | AMERIPRISE FINL INC | $15,434,000 | -27.6% | 147,875 | +2.5% | 2.45% | -11.8% |
| APTV | Sell | APTIV PLC | $13,968,000 | -28.0% | 226,864 | -2.0% | 2.22% | -12.4% |
| SONY | Buy | SONY CORP | $13,852,000 | -19.8% | 286,905 | +0.8% | 2.20% | -2.4% |
| GILD | Sell | GILEAD SCIENCES INC | $13,781,000 | -19.2% | 220,314 | -0.3% | 2.19% | -1.7% |
| C | Sell | CITIGROUP INC | $12,060,000 | -27.7% | 231,647 | -0.3% | 1.92% | -12.0% |
| AAPL | Sell | APPLE INC | $11,996,000 | -30.7% | 76,050 | -0.8% | 1.91% | -15.6% |
| EEM | New | ISHARES TR | $11,707,000 | – | 299,715 | +100.0% | 1.86% | – |
| HDMV | New | FIRST TR EXCH TRADED FD III | $11,408,000 | – | 369,539 | +100.0% | 1.81% | – |
| GSY | Sell | INVESCO ACTIVELY MANAGD ETF | $11,352,000 | -3.9% | 226,730 | -3.6% | 1.80% | +16.9% |
| BDX | Sell | BECTON DICKINSON & CO | $11,197,000 | -15.3% | 49,695 | -1.8% | 1.78% | +3.2% |
| GNRC | Sell | GENERAC HLDGS INC | $9,918,000 | -12.3% | 199,560 | -0.5% | 1.58% | +6.8% |
| VNLA | Sell | JANUS DETROIT STR TR | $9,360,000 | -2.9% | 191,025 | -0.6% | 1.49% | +18.2% |
| BSCJ | Sell | INVESCO EXCH TRD SLF IDX FD | $8,545,000 | -7.2% | 405,765 | -7.1% | 1.36% | +13.1% |
| BSJJ | Sell | INVESCO EXCH TRD SLF IDX FD | $8,020,000 | -8.3% | 339,276 | -5.8% | 1.27% | +11.7% |
| KMB | Buy | KIMBERLY CLARK CORP | $7,999,000 | +16.0% | 70,204 | +15.7% | 1.27% | +41.2% |
| EBIX | Sell | EBIX INC | $7,912,000 | -48.4% | 185,903 | -4.0% | 1.26% | -37.2% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $7,760,000 | -3.6% | 368,296 | -3.5% | 1.23% | +17.3% |
| AAWW | Sell | ATLAS AIR WORLDWIDE HLDGS IN | $7,425,000 | -40.5% | 175,990 | -10.0% | 1.18% | -27.5% |
| BERY | Sell | BERRY GLOBAL GROUP INC | $7,386,000 | -3.6% | 155,400 | -1.9% | 1.17% | +17.3% |
| BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $6,963,000 | -3.9% | 297,185 | -0.2% | 1.11% | +16.9% |
| JKHY | HENRY JACK & ASSOC INC | $5,881,000 | -21.0% | 46,481 | 0.0% | 0.93% | -3.8% | |
| CELG | Sell | CELGENE CORP | $5,430,000 | -29.7% | 84,724 | -1.8% | 0.86% | -14.4% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $4,154,000 | +4.8% | 200,200 | +4.7% | 0.66% | +27.7% |
| FV | Buy | FIRST TR EXCHANGE TRADED FD | $4,025,000 | -13.8% | 159,388 | +5.4% | 0.64% | +4.8% |
| UNM | Sell | UNUM GROUP | $3,970,000 | -39.1% | 135,126 | -19.0% | 0.63% | -25.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,355,000 | -7.2% | 26,000 | -0.6% | 0.53% | +12.9% |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $3,172,000 | +5.1% | 134,075 | +10.0% | 0.50% | +27.9% |
| HD | HOME DEPOT INC | $3,140,000 | -17.1% | 18,276 | 0.0% | 0.50% | +1.0% | |
| HIW | HIGHWOODS PPTYS INC | $2,748,000 | -18.1% | 71,025 | 0.0% | 0.44% | -0.2% | |
| XOM | Buy | EXXON MOBIL CORP | $2,361,000 | -4.9% | 34,622 | +18.6% | 0.38% | +15.7% |
| AMGN | Sell | AMGEN INC | $2,256,000 | -9.0% | 11,588 | -3.1% | 0.36% | +10.8% |
| ECA | Sell | ENCANA CORP | $1,968,000 | -84.9% | 340,493 | -65.7% | 0.31% | -81.6% |
| FDN | Sell | FIRST TR EXCHANGE TRADED FD | $1,912,000 | -17.9% | 16,390 | -0.4% | 0.30% | 0.0% |
| PG | PROCTER AND GAMBLE CO | $1,878,000 | +10.4% | 20,436 | 0.0% | 0.30% | +34.2% | |
| QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $1,870,000 | -14.3% | 27,475 | -0.1% | 0.30% | +4.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FD | $1,807,000 | -17.3% | 34,385 | +0.0% | 0.29% | +0.7% |
| USB | Buy | US BANCORP DEL | $1,741,000 | +4.6% | 38,091 | +20.9% | 0.28% | +27.6% |
| FXH | New | FIRST TR EXCHANGE TRADED FD | $1,731,000 | – | 25,130 | +100.0% | 0.28% | – |
| FBT | Buy | FIRST TR EXCHANGE TRADED FD | $1,720,000 | -21.0% | 13,850 | +0.8% | 0.27% | -3.9% |
| IGSB | Buy | ISHARES TR | $1,718,000 | -0.2% | 33,273 | +0.1% | 0.27% | +21.3% |
| SPSB | Sell | SPDR SERIES TRUST | $1,663,000 | -0.3% | 55,175 | -0.2% | 0.26% | +21.1% |
| CL | COLGATE PALMOLIVE CO | $1,601,000 | -11.1% | 26,900 | 0.0% | 0.25% | +8.1% | |
| SPY | SPDR S&P 500 ETF TR | $1,396,000 | -14.0% | 5,584 | 0.0% | 0.22% | +4.7% | |
| PEP | Buy | PEPSICO INC | $1,389,000 | +1.2% | 12,570 | +2.4% | 0.22% | +23.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,252,000 | -16.5% | 9,550 | -4.0% | 0.20% | +1.5% |
| GBIL | Sell | GOLDMAN SACHS ETF TR | $1,223,000 | -7.0% | 12,225 | -6.9% | 0.19% | +12.8% |
| GOOGL | Buy | ALPHABET INC | $1,181,000 | -13.2% | 1,130 | +0.3% | 0.19% | +5.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,082,000 | -13.5% | 11,081 | -0.0% | 0.17% | +5.5% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,063,000 | -23.0% | 9,983 | +1.1% | 0.17% | -6.1% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $1,042,000 | -10.4% | 18,491 | +5.0% | 0.17% | +9.2% |
| AVNS | Buy | AVANOS MED INC | $1,018,000 | -30.6% | 22,726 | +6.2% | 0.16% | -15.2% |
| HTH | Sell | HILLTOP HOLDINGS INC | $973,000 | -23.8% | 54,584 | -13.8% | 0.16% | -7.2% |
| PFE | Buy | PFIZER INC | $971,000 | +19.4% | 22,246 | +20.6% | 0.15% | +45.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $934,000 | -4.0% | 4,575 | +0.7% | 0.15% | +16.5% |
| MSFT | Buy | MICROSOFT CORP | $903,000 | +3.3% | 8,895 | +16.4% | 0.14% | +25.4% |
| PAYX | Buy | PAYCHEX INC | $848,000 | -10.6% | 13,012 | +1.0% | 0.14% | +8.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $716,000 | -31.4% | 6,300 | -8.7% | 0.11% | -16.2% |
| NEE | Sell | NEXTERA ENERGY INC | $714,000 | -1.5% | 4,109 | -5.0% | 0.11% | +18.9% |
| MMM | Buy | 3M CO | $706,000 | +175.8% | 3,705 | +205.2% | 0.11% | +239.4% |
| AMZN | Sell | AMAZON COM INC | $697,000 | -32.3% | 464 | -9.7% | 0.11% | -17.2% |
| MO | ALTRIA GROUP INC | $672,000 | -18.0% | 13,600 | 0.0% | 0.11% | 0.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $634,000 | -16.2% | 12,196 | 0.0% | 0.10% | +2.0% | |
| STPZ | Sell | PIMCO ETF TR | $622,000 | -4.0% | 12,225 | -3.2% | 0.10% | +16.5% |
| WFC | WELLS FARGO CO NEW | $616,000 | -12.4% | 13,378 | 0.0% | 0.10% | +6.5% | |
| CVX | Buy | CHEVRON CORP NEW | $619,000 | -10.4% | 5,691 | +0.7% | 0.10% | +8.9% |
| ORCL | Buy | ORACLE CORP | $578,000 | -11.1% | 12,795 | +1.5% | 0.09% | +8.2% |
| KO | Buy | COCA COLA CO | $546,000 | +3.6% | 11,531 | +1.0% | 0.09% | +26.1% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $460,000 | +98.3% | 22,300 | +98.2% | 0.07% | +143.3% |
| MCD | MCDONALDS CORP | $444,000 | +6.2% | 2,500 | 0.0% | 0.07% | +29.1% | |
| SRE | SEMPRA ENERGY | $433,000 | -4.8% | 4,000 | 0.0% | 0.07% | +16.9% | |
| AEP | AMERICAN ELEC PWR INC | $433,000 | +5.4% | 5,800 | 0.0% | 0.07% | +27.8% | |
| UMBF | Buy | UMB FINL CORP | $420,000 | +833.3% | 6,894 | +990.8% | 0.07% | +1016.7% |
| MCO | New | MOODYS CORP | $392,000 | – | 2,800 | +100.0% | 0.06% | – |
| BAC | BANK AMER CORP | $372,000 | -16.4% | 15,092 | 0.0% | 0.06% | +1.7% | |
| CAT | Buy | CATERPILLAR INC DEL | $367,000 | -12.2% | 2,886 | +5.3% | 0.06% | +5.5% |
| VTI | VANGUARD INDEX FDS | $355,000 | -14.9% | 2,785 | 0.0% | 0.06% | +3.7% | |
| DWDP | DOWDUPONT INC | $352,000 | -16.8% | 6,582 | 0.0% | 0.06% | +1.8% | |
| PH | PARKER HANNIFIN CORP | $336,000 | -18.8% | 2,250 | 0.0% | 0.05% | -1.9% | |
| CVS | Sell | CVS HEALTH CORP | $328,000 | -19.4% | 5,000 | -3.2% | 0.05% | -1.9% |
| BP | Sell | BP PLC | $319,000 | -30.0% | 8,400 | -15.2% | 0.05% | -15.0% |
| CERN | Buy | CERNER CORP | $307,000 | -16.8% | 5,861 | +2.3% | 0.05% | +2.1% |
| PM | PHILIP MORRIS INTL INC | $307,000 | -18.1% | 4,600 | 0.0% | 0.05% | 0.0% | |
| DE | Sell | DEERE & CO | $310,000 | -8.3% | 2,080 | -7.6% | 0.05% | +11.4% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $293,000 | +95.3% | 12,625 | +107.0% | 0.05% | +135.0% |
| IVV | ISHARES TR | $293,000 | -14.1% | 1,164 | 0.0% | 0.05% | +4.4% | |
| QCOM | Buy | QUALCOMM INC | $275,000 | -19.6% | 4,840 | +1.9% | 0.04% | -2.2% |
| ABT | Sell | ABBOTT LABS | $268,000 | -7.6% | 3,700 | -6.3% | 0.04% | +13.2% |
| AMLP | ALPS ETF TR | $259,000 | -18.3% | 29,700 | 0.0% | 0.04% | 0.0% | |
| UNP | UNION PAC CORP | $256,000 | -15.0% | 1,850 | 0.0% | 0.04% | +5.1% | |
| ZTS | Buy | ZOETIS INC | $244,000 | +44.4% | 2,854 | +54.6% | 0.04% | +77.3% |
| RF | REGIONS FINL CORP NEW | $248,000 | -26.8% | 18,500 | 0.0% | 0.04% | -11.4% | |
| EMR | EMERSON ELEC CO | $239,000 | -21.9% | 4,000 | 0.0% | 0.04% | -5.0% | |
| RTN | RAYTHEON CO | $230,000 | -25.8% | 1,500 | 0.0% | 0.04% | -7.5% | |
| ABBV | Sell | ABBVIE INC | $230,000 | -21.5% | 2,500 | -19.4% | 0.04% | -2.6% |
| LIN | New | LINDE PLC | $234,000 | – | 1,500 | +100.0% | 0.04% | – |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LT | $224,000 | -4.7% | 2,184 | +9.2% | 0.04% | +16.1% |
| PACW | PACWEST BANCORP DEL | $225,000 | -30.1% | 6,750 | 0.0% | 0.04% | -14.3% | |
| CMCSA | Buy | COMCAST CORP NEW | $219,000 | +25.1% | 6,429 | +30.5% | 0.04% | +52.2% |
| ENR | Sell | ENERGIZER HLDGS INC NEW | $221,000 | -26.1% | 4,892 | -4.1% | 0.04% | -10.3% |
| NXPI | NXP SEMICONDUCTORS N V | $220,000 | -14.4% | 3,000 | 0.0% | 0.04% | +2.9% | |
| DIS | Buy | DISNEY WALT CO | $213,000 | +0.9% | 1,942 | +7.6% | 0.03% | +21.4% |
| BIIB | BIOGEN INC | $211,000 | -14.6% | 700 | 0.0% | 0.03% | +6.2% | |
| ANET | ARISTA NETWORKS INC | $211,000 | -20.7% | 1,000 | 0.0% | 0.03% | -2.9% | |
| FB | Sell | FACEBOOK INC | $208,000 | -20.3% | 1,587 | -0.1% | 0.03% | -2.9% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $205,000 | -27.6% | 5,400 | 0.0% | 0.03% | -10.8% | |
| EPC | EDGEWELL PERS CARE CO | $202,000 | -19.2% | 5,400 | 0.0% | 0.03% | -3.0% | |
| IEF | ISHARES TR | $188,000 | +3.3% | 1,800 | 0.0% | 0.03% | +25.0% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $191,000 | +92.9% | 768 | +105.3% | 0.03% | +130.8% |
| TJX | Buy | TJX COS INC NEW | $189,000 | -20.3% | 4,234 | +100.0% | 0.03% | -3.2% |
| WMT | Buy | WALMART INC | $175,000 | +33.6% | 1,875 | +33.9% | 0.03% | +64.7% |
| HON | Sell | HONEYWELL INTL INC | $174,000 | -54.8% | 1,315 | -43.2% | 0.03% | -44.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $169,000 | -22.1% | 6,855 | -9.4% | 0.03% | -3.6% |
| SAIA | SAIA INC | $167,000 | -27.1% | 3,000 | 0.0% | 0.03% | -10.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $171,000 | -6.0% | 2,500 | 0.0% | 0.03% | +12.5% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $158,000 | -26.2% | 12,780 | 0.0% | 0.02% | -10.7% | |
| GE | Buy | GENERAL ELECTRIC CO | $159,000 | -28.1% | 21,061 | +7.7% | 0.02% | -13.8% |
| WM | Buy | WASTE MGMT INC DEL | $152,000 | +463.0% | 1,703 | +467.7% | 0.02% | +500.0% |
| VO | VANGUARD INDEX FDS | $148,000 | -15.9% | 1,071 | 0.0% | 0.02% | +4.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $152,000 | +9.4% | 2,705 | +4.0% | 0.02% | +33.3% |
| GLD | SPDR GOLD TRUST | $144,000 | +7.5% | 1,186 | 0.0% | 0.02% | +35.3% | |
| PST | PROSHARES TR | $138,000 | -6.1% | 6,314 | 0.0% | 0.02% | +15.8% | |
| WY | Buy | WEYERHAEUSER CO | $134,000 | -29.5% | 6,116 | +3.7% | 0.02% | -16.0% |
| ECL | ECOLAB INC | $128,000 | -5.9% | 867 | 0.0% | 0.02% | +11.1% | |
| LH | LABORATORY CORP AMER HLDGS | $126,000 | -27.6% | 1,000 | 0.0% | 0.02% | -13.0% | |
| ED | CONSOLIDATED EDISON INC | $121,000 | 0.0% | 1,582 | 0.0% | 0.02% | +18.8% | |
| FLO | New | FLOWERS FOODS INC | $118,000 | – | 6,362 | +100.0% | 0.02% | – |
| DXCM | DEXCOM INC | $120,000 | -16.1% | 1,000 | 0.0% | 0.02% | 0.0% | |
| POST | POST HLDGS INC | $120,000 | -9.1% | 1,350 | 0.0% | 0.02% | +11.8% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $121,000 | +12.0% | 1,398 | +3.7% | 0.02% | +35.7% |
| HTLF | Sell | HEARTLAND FINL USA INC | $112,000 | -26.3% | 2,558 | -2.6% | 0.02% | -10.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $116,000 | +8.4% | 570 | +25.3% | 0.02% | +28.6% |
| BK | Sell | BANK NEW YORK MELLON CORP | $111,000 | -35.1% | 2,355 | -29.8% | 0.02% | -18.2% |
| DFS | Sell | DISCOVER FINL SVCS | $109,000 | -75.4% | 1,850 | -68.1% | 0.02% | -70.7% |
| CORR | CORENERGY INFRASTRUCTURE TR | $99,000 | -12.4% | 3,000 | 0.0% | 0.02% | +6.7% | |
| NOC | NORTHROP GRUMMAN CORP | $98,000 | -22.8% | 400 | 0.0% | 0.02% | -5.9% | |
| CW | CURTISS WRIGHT CORP | $102,000 | -25.5% | 1,000 | 0.0% | 0.02% | -11.1% | |
| GRMN | GARMIN LTD | $95,000 | -9.5% | 1,500 | 0.0% | 0.02% | +7.1% | |
| EFSC | New | ENTERPRISE FINL SVCS CORP | $93,000 | – | 2,460 | +100.0% | 0.02% | – |
| HRB | BLOCK H & R INC | $93,000 | -1.1% | 3,650 | 0.0% | 0.02% | +25.0% | |
| SEE | SEALED AIR CORP NEW | $89,000 | -12.7% | 2,550 | 0.0% | 0.01% | +7.7% | |
| LLY | Buy | LILLY ELI & CO | $85,000 | +304.8% | 734 | +267.0% | 0.01% | +366.7% |
| EMN | EASTMAN CHEM CO | $80,000 | -23.8% | 1,100 | 0.0% | 0.01% | -7.1% | |
| D | DOMINION ENERGY INC | $79,000 | +2.6% | 1,100 | 0.0% | 0.01% | +30.0% | |
| TIP | ISHARES TR | $84,000 | -1.2% | 770 | 0.0% | 0.01% | +18.2% | |
| NP | Buy | NEENAH INC | $84,000 | -31.7% | 1,431 | +0.6% | 0.01% | -18.8% |
| VB | VANGUARD INDEX FDS | $74,000 | -18.7% | 560 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR | $73,000 | +1.4% | 868 | 0.0% | 0.01% | +33.3% | |
| AEE | AMEREN CORP | $78,000 | +2.6% | 1,200 | 0.0% | 0.01% | +20.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $78,000 | -21.2% | 855 | -8.1% | 0.01% | -7.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $74,000 | +27.6% | 470 | +17.5% | 0.01% | +50.0% |
| GIS | GENERAL MLS INC | $71,000 | -10.1% | 1,836 | 0.0% | 0.01% | +10.0% | |
| BIL | SPDR SER TR | $70,000 | 0.0% | 766 | 0.0% | 0.01% | +22.2% | |
| IWM | Sell | ISHARES TR | $60,000 | -58.0% | 450 | -47.1% | 0.01% | -47.4% |
| FMS | FRESENIUS MED CARE AG&CO KGA | $58,000 | -37.0% | 1,794 | 0.0% | 0.01% | -25.0% | |
| PDBC | INVESCO ACTIVELY MANAGD ETF | $56,000 | -18.8% | 3,700 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $49,000 | -22.2% | 563 | 0.0% | 0.01% | 0.0% | |
| MRK | Sell | MERCK & CO INC | $53,000 | -37.6% | 698 | -41.8% | 0.01% | -27.3% |
| EW | EDWARDS LIFESCIENCES CORP | $47,000 | -11.3% | 304 | 0.0% | 0.01% | 0.0% | |
| V | Buy | VISA INC | $43,000 | +7.5% | 328 | +22.4% | 0.01% | +40.0% |
| CXO | CONCHO RES INC | $41,000 | -32.8% | 400 | 0.0% | 0.01% | -12.5% | |
| GD | Sell | GENERAL DYNAMICS CORP | $47,000 | -61.8% | 300 | -50.0% | 0.01% | -56.2% |
| TOTL | SSGA ACTIVE ETF TR | $44,000 | 0.0% | 922 | 0.0% | 0.01% | +16.7% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $46,000 | +9.5% | 361 | +20.3% | 0.01% | +40.0% |
| AXP | AMERICAN EXPRESS CO | $38,000 | -11.6% | 400 | 0.0% | 0.01% | 0.0% | |
| EVRG | EVERGY INC | $37,000 | +2.8% | 652 | 0.0% | 0.01% | +20.0% | |
| CB | Buy | CHUBB LIMITED | $37,000 | +32.1% | 289 | +38.3% | 0.01% | +50.0% |
| ALL | Sell | ALLSTATE CORP | $37,000 | -88.8% | 452 | -86.5% | 0.01% | -86.0% |
| MGPI | MGP INGREDIENTS INC NEW | $37,000 | -27.5% | 650 | 0.0% | 0.01% | -14.3% | |
| AJG | GALLAGHER ARTHUR J & CO | $37,000 | 0.0% | 500 | 0.0% | 0.01% | +20.0% | |
| RDSA | ROYAL DUTCH SHELL PLC | $35,000 | -14.6% | 600 | 0.0% | 0.01% | +20.0% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $38,000 | -45.7% | 1,811 | 0.0% | 0.01% | -33.3% | |
| EPM | EVOLUTION PETROLEUM CORP | $34,000 | -38.2% | 5,000 | 0.0% | 0.01% | -28.6% | |
| AXON | AXON ENTERPRISE INC | $31,000 | -35.4% | 700 | 0.0% | 0.01% | -16.7% | |
| CFFN | Buy | CAPITOL FED FINL INC | $29,000 | 0.0% | 2,268 | +0.2% | 0.01% | +25.0% |
| EEFT | EURONET WORLDWIDE INC | $31,000 | +3.3% | 300 | 0.0% | 0.01% | +25.0% | |
| EGOV | NIC INC | $31,000 | -16.2% | 2,500 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE INC | $34,000 | -15.0% | 150 | 0.0% | 0.01% | 0.0% | |
| FLS | FLOWSERVE CORP | $31,000 | -31.1% | 825 | 0.0% | 0.01% | -16.7% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $34,000 | -2.9% | 100 | 0.0% | 0.01% | 0.0% | |
| IWS | New | ISHARES TR | $30,000 | – | 390 | +100.0% | 0.01% | – |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $28,000 | -90.6% | 800 | -87.7% | 0.00% | -89.7% |
| LMNX | LUMINEX CORP DEL | $23,000 | -23.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| FXU | FIRST TR EXCHANGE TRADED FD | $23,000 | -4.2% | 870 | 0.0% | 0.00% | +33.3% | |
| GTY | GETTY RLTY CORP NEW | $26,000 | +4.0% | 879 | 0.0% | 0.00% | +33.3% | |
| TSLA | TESLA INC | $23,000 | +21.1% | 70 | 0.0% | 0.00% | +100.0% | |
| LOW | Buy | LOWES COS INC | $24,000 | +14.3% | 257 | +37.4% | 0.00% | +33.3% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $25,000 | -21.9% | 350 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $24,000 | -25.0% | 351 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $24,000 | +9.1% | 333 | 0.0% | 0.00% | +33.3% | |
| SPG | SIMON PPTY GROUP INC NEW | $26,000 | -3.7% | 155 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $23,000 | -8.0% | 200 | 0.0% | 0.00% | +33.3% | |
| OGE | Sell | OGE ENERGY CORP | $28,000 | -31.7% | 720 | -35.7% | 0.00% | -20.0% |
| OSBC | New | OLD SECOND BANCORP INC ILL | $23,000 | – | 1,780 | +100.0% | 0.00% | – |
| VFC | V F CORP | $28,000 | -24.3% | 398 | 0.0% | 0.00% | -20.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $17,000 | -19.0% | 410 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $17,000 | -22.7% | 100 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC | $19,000 | -9.5% | 484 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $17,000 | +6.2% | 262 | 0.0% | 0.00% | +50.0% | |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $20,000 | -55.6% | 1,000 | -41.2% | 0.00% | -50.0% |
| DEI | DOUGLAS EMMETT INC | $17,000 | -10.5% | 500 | 0.0% | 0.00% | +50.0% | |
| CAG | CONAGRA BRANDS INC | $21,000 | -38.2% | 1,000 | 0.0% | 0.00% | -25.0% | |
| SDY | SPDR SERIES TRUST | $18,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CNP | New | CENTERPOINT ENERGY INC | $20,000 | – | 720 | +100.0% | 0.00% | – |
| SO | SOUTHERN CO | $18,000 | +5.9% | 400 | 0.0% | 0.00% | +50.0% | |
| BA | Buy | BOEING CO | $18,000 | +157.1% | 56 | +180.0% | 0.00% | +200.0% |
| VLO | VALERO ENERGY CORP NEW | $19,000 | -32.1% | 250 | 0.0% | 0.00% | -25.0% | |
| VHT | VANGUARD WORLD FDS | $19,000 | -13.6% | 121 | 0.0% | 0.00% | 0.0% | |
| APA | APACHE CORP | $16,000 | -44.8% | 600 | 0.0% | 0.00% | -25.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $19,000 | -29.6% | 1,925 | 0.0% | 0.00% | -25.0% | |
| YUM | YUM BRANDS INC | $21,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% | |
| AGN | ALLERGAN PLC | $20,000 | -31.0% | 150 | 0.0% | 0.00% | -25.0% | |
| RIG | TRANSOCEAN LTD | $17,000 | -51.4% | 2,500 | 0.0% | 0.00% | -40.0% | |
| DVY | ISHARES TR | $18,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $15,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| APC | ANADARKO PETE CORP | $13,000 | -35.0% | 304 | 0.0% | 0.00% | -33.3% | |
| VAR | VARIAN MED SYS INC | $11,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
| VIG | Sell | VANGUARD GROUP | $11,000 | -78.4% | 113 | -75.6% | 0.00% | -71.4% |
| S | SPRINT CORP | $15,000 | -11.8% | 2,586 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $13,000 | +18.2% | 200 | 0.0% | 0.00% | +100.0% | |
| IJH | ISHARES TR | $12,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% | |
| SPH | New | SUBURBAN PROPANE PARTNERS L | $15,000 | – | 787 | +100.0% | 0.00% | – |
| LLL | L3 TECHNOLOGIES INC | $13,000 | -18.8% | 75 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $13,000 | -27.8% | 302 | 0.0% | 0.00% | 0.0% | |
| TRGP | Sell | TARGA RES CORP | $11,000 | -62.1% | 310 | -40.0% | 0.00% | -50.0% |
| LEG | LEGGETT & PLATT INC | $11,000 | -15.4% | 300 | 0.0% | 0.00% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $14,000 | -81.3% | 145 | -79.3% | 0.00% | -80.0% |
| ARCC | ARES CAP CORP | $10,000 | -9.1% | 643 | 0.0% | 0.00% | +100.0% | |
| BHP | New | BHP GROUP LIMITED | $10,000 | – | 197 | +100.0% | 0.00% | – |
| NICE | New | NICE LTD | $10,000 | – | 90 | +100.0% | 0.00% | – |
| TWTR | TWITTER INC | $14,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| POL | POLYONE CORP | $14,000 | -36.4% | 501 | 0.0% | 0.00% | -33.3% | |
| SCHW | New | SCHWAB CHARLES CORP NEW | $10,000 | – | 230 | +100.0% | 0.00% | – |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $13,000 | -27.8% | 1,057 | 0.0% | 0.00% | 0.0% | |
| DHR | New | DANAHER CORP DEL | $12,000 | – | 115 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $10,000 | – | 140 | +100.0% | 0.00% | – |
| NTRS | Buy | NORTHERN TR CORP | $14,000 | +40.0% | 170 | +70.0% | 0.00% | +100.0% |
| ACN | New | ACCENTURE PLC IRELAND | $11,000 | – | 80 | +100.0% | 0.00% | – |
| T | Sell | AT&T INC | $15,000 | -63.4% | 509 | -58.7% | 0.00% | -60.0% |
| KSU | KANSAS CITY SOUTHERN | $5,000 | -16.7% | 57 | 0.0% | 0.00% | 0.0% | |
| PRU | New | PRUDENTIAL FINL INC | $7,000 | – | 80 | +100.0% | 0.00% | – |
| QADA | QAD INC | $4,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| RP | REALPAGE INC | $7,000 | -30.0% | 150 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $8,000 | -20.0% | 112 | 0.0% | 0.00% | 0.0% | |
| REZI | New | RESIDEO TECHNOLOGIES INC | $4,000 | – | 218 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIO | $7,000 | – | 115 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $4,000 | – | 60 | +100.0% | 0.00% | – |
| CTAS | New | CINTAS CORP | $9,000 | – | 55 | +100.0% | 0.00% | – |
| CC | CHEMOURS CO | $6,000 | -25.0% | 207 | 0.0% | 0.00% | 0.0% | |
| XLY | New | SELECT SECTOR SPDR TR | $6,000 | – | 60 | +100.0% | 0.00% | – |
| SHAK | SHAKE SHACK INC | $9,000 | -30.8% | 200 | 0.0% | 0.00% | -50.0% | |
| MMC | MARSH & MCLENNAN COS INC | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $6,000 | -14.3% | 39 | 0.0% | 0.00% | 0.0% | |
| TGE | TALLGRASS ENERGY LP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IRM | IRON MTN INC NEW | $8,000 | -11.1% | 250 | 0.0% | 0.00% | 0.0% | |
| VIOG | VANGUARD ADMIRAL FDS INC | $6,000 | -14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VDC | VANGUARD WORLD FDS | $4,000 | -20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VFH | VANGUARD WORLD FDS | $4,000 | -20.0% | 73 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| VPU | VANGUARD WORLD FDS | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VNQ | VANGUARD INDEX FDS | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDS | $5,000 | -16.7% | 30 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $4,000 | -33.3% | 650 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $8,000 | -20.0% | 185 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP NEW | $4,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| WAB | New | WABTEC CORP | $5,000 | – | 65 | +100.0% | 0.00% | – |
| WES | New | WESTERN GAS PARTNERS LP | $4,000 | – | 105 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC | $8,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% | |
| APD | New | AIR PRODS & CHEMS INC | $5,000 | – | 30 | +100.0% | 0.00% | – |
| IJR | Sell | ISHARES TR | $7,000 | -86.5% | 94 | -84.2% | 0.00% | -85.7% |
| EXC | EXELON CORP | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $7,000 | -12.5% | 640 | 0.0% | 0.00% | 0.0% | |
| ENB | Sell | ENBRIDGE INC | $7,000 | -69.6% | 221 | -69.3% | 0.00% | -66.7% |
| NVS | NOVARTIS A G | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| EWBC | New | EAST WEST BANCORP INC | $8,000 | – | 175 | +100.0% | 0.00% | – |
| VBR | VANGUARD INDEX FDS | $3,000 | -25.0% | 30 | 0.0% | 0.00% | -100.0% | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CLVS | CLOVIS ONCOLOGY INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC | $0 | – | 6 | +100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ADOM | ADOMANI INC | $0 | – | 862 | 0.0% | 0.00% | – | |
| IP | INTL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| DIN | DINE BRANDS GLOBAL INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ATTO | ATENTO S A | $1,000 | -50.0% | 325 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| BX | New | BLACKSTONE GROUP L P | $3,000 | – | 115 | +100.0% | 0.00% | – |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| AVNW | AVIAT NETWORKS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| BPL | New | BUCKEYE PARTNERS L P | $2,000 | – | 70 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $2,000 | – | 12 | +100.0% | 0.00% | – |
| MNKD | MANNKIND CORP | $3,000 | -40.0% | 2,800 | 0.0% | 0.00% | -100.0% | |
| MGK | VANGUARD WORLD FD | $2,000 | -33.3% | 20 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,000 | -25.0% | 25 | 0.0% | 0.00% | -100.0% | |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| SBSI | SOUTHSIDE BANCSHARES INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| PIPR | PIPER JAFFRAY COS | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| VUG | VANGUARD INDEX FDS | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| DVMT | Exit | DELL TECHNOLOGIES INC | $0 | – | -27 | -100.0% | 0.00% | – |
| OPHT | OPHTHOTECH CORP | $1,000 | -50.0% | 750 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | -100.0% | 15 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NEW | $0 | -100.0% | 77 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| WW | WEIGHT WATCHERS INTL INC NEW | $2,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| ET | Sell | ENERGY TRANSFER LP | $3,000 | -75.0% | 223 | -66.6% | 0.00% | -100.0% |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ETP | Exit | ENERGY TRANSFER PARTNERS LP | $0 | – | -174 | -100.0% | -0.00% | – |
| FTXO | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -145 | -100.0% | -0.00% | – |
| AERI | Exit | AERIE PHARMACEUTICALS INC | $0 | – | -200 | -100.0% | -0.00% | – |
| HSC | Exit | HARSCO CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -136 | -100.0% | -0.00% | – |
| KRE | Exit | SPDR SERIES TRUST | $0 | – | -350 | -100.0% | -0.00% | – |
| DLPH | Exit | DELPHI TECHNOLOGIES PLC | $0 | – | -670 | -100.0% | -0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -834 | -100.0% | -0.00% | – |
| NEBLQ | Exit | NOBLE CORP PLC | $0 | – | -3,000 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -334 | -100.0% | -0.00% | – |
| SWM | Exit | SCHWEITZER-MAUDUIT INTL INC | $0 | – | -618 | -100.0% | -0.00% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -100 | -100.0% | -0.01% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TR | $0 | – | -150 | -100.0% | -0.01% | – |
| IYH | Exit | ISHARES TR | $0 | – | -400 | -100.0% | -0.01% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -5,891 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTD | $0 | – | -7,000 | -100.0% | -0.02% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -1,500 | -100.0% | -0.03% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -4,000 | -100.0% | -0.05% | – |
| FXR | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -51,050 | -100.0% | -0.28% | – |
| BSCI | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -258,212 | -100.0% | -0.71% | – |
| BSJI | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -280,214 | -100.0% | -0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-01
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.