$706 Million is the total value of ATWOOD & PALMER INC's 333 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CORR | New | CORENERGY INFRASTRUCTURE T | $110,000 | – | 3,000 | +100.0% | 0.02% | – |
| FNDB | New | SCHWAB STRATEGIC TR | $18,000 | – | 482 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TR | $11,000 | – | 300 | +100.0% | 0.00% | – |
| RALS | New | PROSHARES TR | $5,000 | – | 141 | +100.0% | 0.00% | – |
| BWX | New | SPDR SERIES TRUST | $5,000 | – | 194 | +100.0% | 0.00% | – |
| GLTR | New | ABERDEEN STD PRECIOUS META | $8,000 | – | 129 | +100.0% | 0.00% | – |
| FNDF | New | SCHWAB STRATEGIC TR | $7,000 | – | 259 | +100.0% | 0.00% | – |
| EMLP | New | FIRST TR EXCHANGE TRADED F | $6,000 | – | 249 | +100.0% | 0.00% | – |
| WPS | New | ISHARES TR | $4,000 | – | 97 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TR | $9,000 | – | 155 | +100.0% | 0.00% | – |
| DGS | New | WISDOMTREE TR | $4,000 | – | 82 | +100.0% | 0.00% | – |
| GCC | New | WISDOMTREE CONTINUOUS COMM | $7,000 | – | 365 | +100.0% | 0.00% | – |
| EBND | New | SPDR SERIES TRUST | $3,000 | – | 120 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TR | $3,000 | – | 25 | +100.0% | 0.00% | – |
| DELL | New | DELL TECHNOLOGIES INC | $3,000 | – | 48 | +100.0% | 0.00% | – |
| ET | New | ENERGY TRANSFER LP | $3,000 | – | 223 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $0 | – | 4 | +100.0% | 0.00% | – |
| HYG | New | ISHARES TR | $2,000 | – | 20 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-23
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.