$778 Million is the total value of ATWOOD & PALMER INC's 301 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 7.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Sell | FIRST TR EXCHANGE TRADED FD | $53,180,000 | +8.9% | 2,493,194 | -2.8% | 6.84% | +3.9% |
| CDW | Sell | CDW CORP | $38,078,000 | +10.7% | 266,581 | -4.4% | 4.89% | +5.6% |
| LMT | LOCKHEED MARTIN CORP | $31,621,000 | -0.2% | 81,209 | 0.0% | 4.06% | -4.8% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $28,736,000 | +8.2% | 88,455 | -2.9% | 3.69% | +3.2% |
| INTC | Sell | INTEL CORP | $28,305,000 | +12.8% | 472,929 | -2.9% | 3.64% | +7.6% |
| ON | Sell | ON SEMICONDUCTOR CORP | $27,278,000 | +21.1% | 1,118,878 | -4.6% | 3.51% | +15.5% |
| MA | Sell | MASTERCARD INC | $25,036,000 | +6.4% | 83,848 | -3.2% | 3.22% | +1.5% |
| CSCO | Sell | CISCO SYS INC | $24,520,000 | -6.0% | 511,249 | -3.2% | 3.15% | -10.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $24,358,000 | +9.4% | 152,587 | -3.9% | 3.13% | +4.4% |
| AMP | Sell | AMERIPRISE FINL INC | $22,260,000 | +10.5% | 133,628 | -2.5% | 2.86% | +5.3% |
| AAPL | Sell | APPLE INC | $22,145,000 | +29.3% | 75,414 | -1.4% | 2.85% | +23.3% |
| GNRC | Buy | GENERAC HLDGS INC | $20,637,000 | +29.5% | 205,157 | +0.9% | 2.65% | +23.6% |
| APTV | Sell | APTIV PLC | $20,119,000 | +4.7% | 211,844 | -3.6% | 2.59% | -0.2% |
| GOOG | Sell | ALPHABET INC | $19,586,000 | +6.0% | 14,649 | -3.3% | 2.52% | +1.1% |
| VNLA | Buy | JANUS DETROIT STR TR | $18,958,000 | +1.1% | 382,228 | +2.0% | 2.44% | -3.6% |
| VRP | Sell | INVESCO EXCHNG TRADED FD TR | $18,656,000 | +0.7% | 722,260 | -0.9% | 2.40% | -4.0% |
| C | Sell | CITIGROUP INC | $18,469,000 | +11.8% | 231,178 | -3.3% | 2.37% | +6.6% |
| URI | Sell | UNITED RENTALS INC | $18,323,000 | -17.6% | 109,871 | -38.4% | 2.36% | -21.4% |
| JMBS | Buy | JANUS DETROIT STR TR | $18,030,000 | +1.3% | 346,529 | +2.1% | 2.32% | -3.4% |
| FITB | Sell | FIFTH THIRD BANCORP | $17,987,000 | +10.8% | 585,124 | -1.3% | 2.31% | +5.7% |
| SONY | Sell | SONY CORP | $17,894,000 | +9.9% | 263,148 | -4.4% | 2.30% | +4.9% |
| GSY | Buy | INVESCO ACTIVELY MANAGD ETF | $17,709,000 | +1.4% | 351,516 | +1.5% | 2.28% | -3.3% |
| GILD | Sell | GILEAD SCIENCES INC | $13,581,000 | -2.0% | 209,008 | -4.4% | 1.75% | -6.5% |
| EEM | Sell | ISHARES TR | $13,012,000 | +4.2% | 290,004 | -5.0% | 1.67% | -0.5% |
| HDMV | Sell | FIRST TR EXCH TRADED FD III | $12,150,000 | -2.9% | 355,069 | -5.6% | 1.56% | -7.4% |
| CBRE | Sell | CBRE GROUP INC | $11,276,000 | +11.6% | 183,982 | -3.5% | 1.45% | +6.4% |
| HOLX | Sell | HOLOGIC INC | $10,696,000 | -0.1% | 204,866 | -3.4% | 1.38% | -4.7% |
| BDX | Sell | BECTON DICKINSON & CO | $9,130,000 | -26.0% | 33,570 | -31.1% | 1.17% | -29.4% |
| DWFI | Sell | SPDR SERIES TRUST | $8,614,000 | -2.5% | 366,573 | -2.3% | 1.11% | -7.0% |
| CE | Sell | CELANESE CORP DEL | $8,378,000 | -2.4% | 68,045 | -3.1% | 1.08% | -6.9% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $8,064,000 | -1.0% | 378,777 | -0.9% | 1.04% | -5.5% |
| KMB | KIMBERLY CLARK CORP | $8,049,000 | -3.2% | 58,515 | 0.0% | 1.04% | -7.6% | |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $8,043,000 | +2.4% | 378,677 | +2.5% | 1.03% | -2.3% |
| WMT | Sell | WALMART INC | $7,806,000 | -2.8% | 65,686 | -2.9% | 1.00% | -7.3% |
| BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $6,797,000 | -1.2% | 284,036 | -1.2% | 0.87% | -5.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $6,786,000 | +3.9% | 62,730 | -0.5% | 0.87% | -0.9% |
| JKHY | HENRY JACK & ASSOC INC | $6,600,000 | -0.2% | 45,306 | 0.0% | 0.85% | -4.8% | |
| FV | Sell | FIRST TR EXCHANGE TRADED FD | $6,502,000 | +5.5% | 206,016 | -1.1% | 0.84% | +0.7% |
| LOW | Sell | LOWES COS INC | $5,560,000 | +5.6% | 46,428 | -3.1% | 0.72% | +0.7% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $5,367,000 | +7.2% | 249,557 | +7.2% | 0.69% | +2.2% |
| HD | HOME DEPOT INC | $3,967,000 | -5.9% | 18,167 | 0.0% | 0.51% | -10.2% | |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $3,970,000 | +5.1% | 160,886 | +4.9% | 0.51% | +0.2% |
| JNJ | JOHNSON & JOHNSON | $3,456,000 | +12.8% | 23,690 | 0.0% | 0.44% | +7.5% | |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $3,081,000 | +10.8% | 144,576 | +10.7% | 0.40% | +5.6% |
| HIW | Sell | HIGHWOODS PPTYS INC | $2,943,000 | -7.8% | 60,175 | -15.3% | 0.38% | -12.1% |
| QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $2,647,000 | +14.0% | 26,440 | -0.3% | 0.34% | +8.6% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,546,000 | +11.0% | 35,090 | -0.3% | 0.33% | +5.8% |
| PG | PROCTER & GAMBLE CO | $2,528,000 | +0.4% | 20,236 | 0.0% | 0.32% | -4.1% | |
| FDN | Sell | FIRST TR EXCHANGE TRADED FD | $2,465,000 | +3.0% | 17,722 | -0.3% | 0.32% | -1.9% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FD | $2,379,000 | +12.1% | 28,260 | -1.4% | 0.31% | +7.0% |
| AMGN | AMGEN INC | $2,375,000 | +24.5% | 9,853 | 0.0% | 0.30% | +18.7% | |
| FXO | Sell | FIRST TR EXCHANGE TRADED FD | $2,325,000 | +5.0% | 69,385 | -0.3% | 0.30% | +0.3% |
| XOM | EXXON MOBIL CORP | $2,275,000 | -1.2% | 32,603 | 0.0% | 0.29% | -5.8% | |
| USB | US BANCORP DEL | $2,042,000 | +7.1% | 34,433 | 0.0% | 0.26% | +1.9% | |
| SPY | SPDR S&P 500 ETF TR | $1,944,000 | +8.4% | 6,041 | 0.0% | 0.25% | +3.3% | |
| CL | COLGATE PALMOLIVE CO | $1,852,000 | -6.3% | 26,900 | 0.0% | 0.24% | -10.5% | |
| PEP | PEPSICO INC | $1,661,000 | -0.3% | 12,150 | 0.0% | 0.21% | -5.3% | |
| GOOGL | ALPHABET INC | $1,514,000 | +9.7% | 1,130 | 0.0% | 0.20% | +4.8% | |
| UTX | UNITED TECHNOLOGIES CORP | $1,468,000 | +9.7% | 9,800 | 0.0% | 0.19% | +5.0% | |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $1,377,000 | +25.4% | 56,327 | +25.0% | 0.18% | +19.6% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $1,294,000 | +17.6% | 19,044 | +5.0% | 0.17% | +12.2% |
| PAYX | PAYCHEX INC | $1,096,000 | +2.7% | 12,887 | 0.0% | 0.14% | -2.1% | |
| JPM | JPMORGAN CHASE & CO | $1,093,000 | +18.5% | 7,838 | 0.0% | 0.14% | +12.9% | |
| MSFT | MICROSOFT CORP | $1,041,000 | +13.4% | 6,601 | 0.0% | 0.13% | +8.1% | |
| GBIL | Buy | GOLDMAN SACHS ETF TR | $1,044,000 | +3.0% | 10,425 | +3.2% | 0.13% | -2.2% |
| HTH | HILLTOP HOLDINGS INC | $1,012,000 | +4.3% | 40,600 | 0.0% | 0.13% | -0.8% | |
| NEE | NEXTERA ENERGY INC | $995,000 | +4.0% | 4,109 | 0.0% | 0.13% | -0.8% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $955,000 | -16.7% | 5,600 | -21.1% | 0.12% | -20.1% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | $943,000 | +8.9% | 4,162 | 0.0% | 0.12% | +3.4% | |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $893,000 | +49.3% | 13,916 | +18.0% | 0.12% | +42.0% |
| PFE | PFIZER INC | $865,000 | +8.9% | 22,086 | 0.0% | 0.11% | +3.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $831,000 | -7.9% | 6,200 | 0.0% | 0.11% | -12.3% | |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $702,000 | +2.6% | 32,700 | +2.5% | 0.09% | -2.2% |
| MO | ALTRIA GROUP INC | $679,000 | +22.1% | 13,600 | 0.0% | 0.09% | +16.0% | |
| AMZN | Sell | AMAZON COM INC | $671,000 | -4.1% | 363 | -9.9% | 0.09% | -8.5% |
| MCO | MOODYS CORP | $665,000 | +15.9% | 2,800 | 0.0% | 0.08% | +10.4% | |
| WFC | WELLS FARGO CO NEW | $623,000 | +6.7% | 11,578 | 0.0% | 0.08% | +1.3% | |
| SRE | SEMPRA ENERGY | $606,000 | +2.7% | 4,000 | 0.0% | 0.08% | -2.5% | |
| KO | COCA COLA CO | $601,000 | +1.7% | 10,857 | 0.0% | 0.08% | -3.8% | |
| IGSB | Sell | ISHARES TR | $584,000 | -54.4% | 10,887 | -54.4% | 0.08% | -56.6% |
| HTLF | HEARTLAND FINL USA INC | $579,000 | +11.3% | 11,631 | 0.0% | 0.07% | +5.7% | |
| CVX | Sell | CHEVRON CORP NEW | $572,000 | -2.6% | 4,750 | -4.0% | 0.07% | -6.3% |
| ORCL | Sell | ORACLE CORP | $551,000 | -19.2% | 10,400 | -16.1% | 0.07% | -22.8% |
| AEP | AMERICAN ELEC PWR CO INC | $534,000 | +0.9% | 5,650 | 0.0% | 0.07% | -2.8% | |
| AVNS | AVANOS MED INC | $506,000 | -10.0% | 15,000 | 0.0% | 0.06% | -14.5% | |
| MCD | MCDONALDS CORP | $494,000 | -8.0% | 2,500 | 0.0% | 0.06% | -12.5% | |
| UMBF | UMB FINL CORP | $473,000 | +6.3% | 6,894 | 0.0% | 0.06% | +1.7% | |
| SPSB | Sell | SPDR SERIES TRUST | $464,000 | -61.0% | 15,048 | -61.0% | 0.06% | -62.5% |
| PH | PARKER HANNIFIN CORP | $463,000 | +14.0% | 2,250 | 0.0% | 0.06% | +9.1% | |
| BAC | BANK AMER CORP | $461,000 | +20.7% | 13,092 | 0.0% | 0.06% | +15.7% | |
| VTI | VANGUARD INDEX FDS | $435,000 | +8.2% | 2,660 | 0.0% | 0.06% | +3.7% | |
| QCOM | QUALCOMM INC | $419,000 | +15.7% | 4,750 | 0.0% | 0.05% | +10.2% | |
| CAT | CATERPILLAR INC DEL | $399,000 | +17.0% | 2,700 | 0.0% | 0.05% | +10.9% | |
| PM | PHILIP MORRIS INTL INC | $391,000 | +12.0% | 4,600 | 0.0% | 0.05% | +6.4% | |
| NXPI | NXP SEMICONDUCTORS N V | $382,000 | +16.8% | 3,000 | 0.0% | 0.05% | +11.4% | |
| ZTS | ZOETIS INC | $378,000 | +6.2% | 2,854 | 0.0% | 0.05% | +2.1% | |
| CVS | CVS HEALTH CORP | $371,000 | +17.8% | 5,000 | 0.0% | 0.05% | +14.3% | |
| CERN | CERNER CORP | $362,000 | +7.7% | 4,931 | 0.0% | 0.05% | +4.4% | |
| STPZ | Sell | PIMCO ETF TR | $363,000 | -17.9% | 6,925 | -17.8% | 0.05% | -21.7% |
| RTN | RAYTHEON CO | $330,000 | +12.2% | 1,500 | 0.0% | 0.04% | +5.0% | |
| RF | REGIONS FINL CORP NEW | $317,000 | +8.2% | 18,500 | 0.0% | 0.04% | +5.1% | |
| LIN | LINDE PLC | $319,000 | +9.6% | 1,500 | 0.0% | 0.04% | +5.1% | |
| USMV | ISHARES TR | $317,000 | +2.3% | 4,830 | 0.0% | 0.04% | -2.4% | |
| IVW | ISHARES TR | $311,000 | +7.6% | 1,607 | 0.0% | 0.04% | +2.6% | |
| DE | DEERE & CO | $312,000 | +2.6% | 1,800 | 0.0% | 0.04% | -2.4% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $314,000 | +19.4% | 4,800 | 0.0% | 0.04% | +14.3% | |
| EMR | EMERSON ELEC CO | $305,000 | +14.2% | 4,000 | 0.0% | 0.04% | +8.3% | |
| ABT | ABBOTT LABS | $304,000 | +3.8% | 3,500 | 0.0% | 0.04% | 0.0% | |
| IVV | ISHARES TR | $285,000 | +8.4% | 882 | 0.0% | 0.04% | +5.7% | |
| BP | BP PLC | $272,000 | -0.7% | 7,200 | 0.0% | 0.04% | -5.4% | |
| CMCSA | COMCAST CORP NEW | $270,000 | -0.4% | 6,013 | 0.0% | 0.04% | -5.4% | |
| FB | FACEBOOK INC | $264,000 | +15.3% | 1,287 | 0.0% | 0.03% | +9.7% | |
| IRM | IRON MTN INC NEW | $263,000 | -1.5% | 8,250 | 0.0% | 0.03% | -5.6% | |
| AMLP | ALPS ETF TR | $252,000 | -7.0% | 29,700 | 0.0% | 0.03% | -13.5% | |
| ENR | ENERGIZER HLDGS INC NEW | $238,000 | +15.0% | 4,742 | 0.0% | 0.03% | +10.7% | |
| CHKP | CHECK POINT SOFTWARE TECH LT | $242,000 | +1.3% | 2,184 | 0.0% | 0.03% | -3.1% | |
| HON | HONEYWELL INTL INC | $233,000 | +5.0% | 1,315 | 0.0% | 0.03% | 0.0% | |
| TJX | TJX COS INC NEW | $224,000 | +9.8% | 3,666 | 0.0% | 0.03% | +7.4% | |
| ABBV | ABBVIE INC | $221,000 | +16.9% | 2,500 | 0.0% | 0.03% | +12.0% | |
| SAIA | Sell | SAIA INC | $210,000 | -25.3% | 2,250 | -25.0% | 0.03% | -28.9% |
| PACW | Sell | PACWEST BANCORP DEL | $199,000 | +4.2% | 5,200 | -1.0% | 0.03% | 0.0% |
| DIS | DISNEY WALT CO | $198,000 | +10.6% | 1,372 | 0.0% | 0.02% | +4.2% | |
| WM | WASTE MGMT INC DEL | $194,000 | -1.0% | 1,703 | 0.0% | 0.02% | -3.8% | |
| IEF | ISHARES TR | $198,000 | -2.0% | 1,800 | 0.0% | 0.02% | -7.4% | |
| VO | VANGUARD INDEX FDS | $191,000 | +6.1% | 1,071 | 0.0% | 0.02% | +4.2% | |
| IJS | ISHARES TR | $191,000 | +7.3% | 1,186 | 0.0% | 0.02% | +4.2% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $189,000 | -1.0% | 6,700 | 0.0% | 0.02% | -7.7% | |
| VOE | VANGUARD INDEX FDS | $178,000 | +6.0% | 1,490 | 0.0% | 0.02% | 0.0% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $181,000 | +0.6% | 12,480 | 0.0% | 0.02% | -4.2% | |
| SCZ | ISHARES TR | $172,000 | +8.9% | 2,757 | 0.0% | 0.02% | +4.8% | |
| COST | COSTCO WHSL CORP NEW | $168,000 | +2.4% | 570 | 0.0% | 0.02% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TR | $172,000 | +5.5% | 5,117 | 0.0% | 0.02% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $169,000 | +0.6% | 1,000 | 0.0% | 0.02% | -4.3% | |
| FNDF | SCHWAB STRATEGIC TR | $174,000 | +4.8% | 6,004 | 0.0% | 0.02% | 0.0% | |
| ECL | ECOLAB INC | $167,000 | -2.9% | 867 | 0.0% | 0.02% | -8.7% | |
| VZ | VERIZON COMMUNICATIONS INC | $154,000 | +2.0% | 2,500 | 0.0% | 0.02% | 0.0% | |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $157,000 | +26.6% | 6,001 | +26.3% | 0.02% | +17.6% |
| BIIB | BIOGEN INC | $148,000 | +27.6% | 500 | 0.0% | 0.02% | +18.8% | |
| POST | POST HLDGS INC | $147,000 | +2.8% | 1,350 | 0.0% | 0.02% | 0.0% | |
| GRMN | GARMIN LTD | $146,000 | +15.0% | 1,500 | 0.0% | 0.02% | +11.8% | |
| MDYG | SPDR SERIES TRUST | $148,000 | +6.5% | 2,594 | 0.0% | 0.02% | 0.0% | |
| IJT | ISHARES TR | $151,000 | +8.6% | 779 | 0.0% | 0.02% | 0.0% | |
| FLO | FLOWERS FOODS INC | $138,000 | -6.1% | 6,362 | 0.0% | 0.02% | -10.0% | |
| UNP | UNION PACIFIC CORP | $140,000 | +11.1% | 775 | 0.0% | 0.02% | +5.9% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $134,000 | -5.6% | 3,000 | 0.0% | 0.02% | -10.5% | |
| ED | CONSOLIDATED EDISON INC | $130,000 | -3.7% | 1,432 | 0.0% | 0.02% | -5.6% | |
| DUK | DUKE ENERGY CORP NEW | $123,000 | -4.7% | 1,348 | 0.0% | 0.02% | -5.9% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $113,000 | +85.2% | 1,811 | 0.0% | 0.02% | +87.5% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $119,000 | +19.0% | 2,460 | 0.0% | 0.02% | +15.4% | |
| CW | CURTISS WRIGHT CORP | $113,000 | +9.7% | 800 | 0.0% | 0.02% | +7.1% | |
| PST | PROSHARES TR | $120,000 | +2.6% | 6,314 | 0.0% | 0.02% | -6.2% | |
| UNH | UNITEDHEALTH GROUP INC | $120,000 | +34.8% | 409 | 0.0% | 0.02% | +25.0% | |
| DXCM | DEXCOM INC | $109,000 | +45.3% | 500 | 0.0% | 0.01% | +40.0% | |
| AMT | AMERICAN TOWER CORP NEW | $108,000 | +3.8% | 470 | 0.0% | 0.01% | 0.0% | |
| ANET | Sell | ARISTA NETWORKS INC | $112,000 | -21.7% | 550 | -8.3% | 0.01% | -26.3% |
| VFC | V F CORP | $109,000 | +12.4% | 1,095 | 0.0% | 0.01% | +7.7% | |
| NOC | NORTHROP GRUMMAN CORP | $103,000 | -8.0% | 300 | 0.0% | 0.01% | -13.3% | |
| RSP | INVESCO EXCHANGE TRADED FD T | $99,000 | +7.6% | 855 | 0.0% | 0.01% | +8.3% | |
| SEE | SEALED AIR CORP NEW | $102,000 | -3.8% | 2,550 | 0.0% | 0.01% | -7.1% | |
| AEE | AMEREN CORP | $92,000 | -4.2% | 1,200 | 0.0% | 0.01% | -7.7% | |
| MUB | ISHARES TR | $90,000 | 0.0% | 786 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDS | $93,000 | +8.1% | 560 | 0.0% | 0.01% | 0.0% | |
| D | DOMINION ENERGY INC | $91,000 | +2.2% | 1,100 | 0.0% | 0.01% | 0.0% | |
| EMN | EASTMAN CHEMICAL CO | $87,000 | +7.4% | 1,100 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $88,000 | -2.2% | 1,636 | 0.0% | 0.01% | -8.3% | |
| FXU | Sell | FIRST TR EXCHANGE TRADED FD | $83,000 | -11.7% | 2,835 | -11.0% | 0.01% | -15.4% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $88,000 | +6.0% | 1,500 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $71,000 | +6.0% | 304 | 0.0% | 0.01% | 0.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $68,000 | -35.8% | 1,355 | -42.5% | 0.01% | -35.7% |
| SHY | ISHARES TR | $73,000 | -1.4% | 868 | 0.0% | 0.01% | -10.0% | |
| DOW | DOW INC | $60,000 | +15.4% | 1,100 | 0.0% | 0.01% | +14.3% | |
| EPC | EDGEWELL PERS CARE CO | $62,000 | -4.6% | 2,000 | 0.0% | 0.01% | -11.1% | |
| DFS | DISCOVER FINL SVCS | $64,000 | +4.9% | 750 | 0.0% | 0.01% | 0.0% | |
| HYMB | SPDR SERIES TRUST | $62,000 | 0.0% | 1,052 | 0.0% | 0.01% | 0.0% | |
| EGOV | NIC INC | $56,000 | +7.7% | 2,500 | 0.0% | 0.01% | 0.0% | |
| MMM | Sell | 3M CO | $55,000 | -72.5% | 314 | -74.1% | 0.01% | -74.1% |
| ITW | ILLINOIS TOOL WKS INC | $54,000 | +14.9% | 300 | 0.0% | 0.01% | +16.7% | |
| GE | Sell | GENERAL ELECTRIC CO | $51,000 | -64.3% | 4,561 | -71.4% | 0.01% | -63.2% |
| AXON | AXON ENTERPRISE INC | $51,000 | +27.5% | 700 | 0.0% | 0.01% | +40.0% | |
| ALL | ALLSTATE CORP | $51,000 | +4.1% | 452 | 0.0% | 0.01% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $48,000 | +6.7% | 500 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $50,000 | +8.7% | 268 | 0.0% | 0.01% | 0.0% | |
| PLMR | PALOMAR HLDGS INC | $50,000 | +28.2% | 1,000 | 0.0% | 0.01% | +20.0% | |
| AXP | AMERICAN EXPRESS CO | $50,000 | +6.4% | 400 | 0.0% | 0.01% | 0.0% | |
| MRK | MERCK & CO INC | $45,000 | +7.1% | 500 | 0.0% | 0.01% | 0.0% | |
| SQ | SQUARE INC | $44,000 | +2.3% | 700 | 0.0% | 0.01% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC | $47,000 | +6.8% | 300 | 0.0% | 0.01% | 0.0% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $44,000 | +10.0% | 100 | 0.0% | 0.01% | +20.0% | |
| ADBE | ADOBE INC | $49,000 | +19.5% | 150 | 0.0% | 0.01% | 0.0% | |
| FMS | Sell | FRESENIUS MED CARE AG&CO KGA | $46,000 | -23.3% | 1,244 | -30.7% | 0.01% | -25.0% |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | 0.0% | 922 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TR | $47,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| BIL | SPDR SERIES TRUST | $37,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| GLD | SPDR GOLD TRUST | $41,000 | +2.5% | 286 | 0.0% | 0.01% | 0.0% | |
| EVRG | EVERGY INC | $42,000 | -2.3% | 652 | 0.0% | 0.01% | -16.7% | |
| SWKS | SKYWORKS SOLUTIONS INC | $42,000 | +50.0% | 351 | 0.0% | 0.01% | +25.0% | |
| MGPI | MGP INGREDIENTS INC NEW | $31,000 | -3.1% | 650 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $29,000 | +20.8% | 333 | 0.0% | 0.00% | +33.3% | |
| CXO | CONCHO RES INC | $35,000 | +29.6% | 400 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $31,000 | 0.0% | 2,263 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLC | $35,000 | 0.0% | 600 | 0.0% | 0.00% | -20.0% | |
| NP | NEENAH INC | $35,000 | +6.1% | 500 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $31,000 | -6.1% | 200 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $32,000 | -3.0% | 720 | 0.0% | 0.00% | 0.0% | |
| AGN | ALLERGAN PLC | $29,000 | +16.0% | 150 | 0.0% | 0.00% | +33.3% | |
| TSLA | TESLA INC | $29,000 | +70.6% | 70 | 0.0% | 0.00% | +100.0% | |
| GTY | GETTY RLTY CORP NEW | $29,000 | +3.6% | 879 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD WORLD FDS | $23,000 | +15.0% | 121 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $22,000 | +4.8% | 500 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $22,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETROLEUM CORP | $27,000 | -6.9% | 5,000 | 0.0% | 0.00% | -25.0% | |
| FBT | Sell | FIRST TR EXCHANGE TRADED FD | $26,000 | -29.7% | 175 | -41.7% | 0.00% | -40.0% |
| FLS | FLOWSERVE CORP | $26,000 | +4.0% | 525 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $23,000 | +9.5% | 100 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC | $27,000 | 0.0% | 484 | 0.0% | 0.00% | -25.0% | |
| OSBC | OLD SECOND BANCORP INC ILL | $24,000 | +9.1% | 1,780 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SERIES TRUST | $22,000 | +4.8% | 200 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $23,000 | -4.2% | 155 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $25,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $26,000 | -10.3% | 350 | 0.0% | 0.00% | -25.0% | |
| CB | CHUBB LIMITED | $20,000 | -4.8% | 130 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC | $12,000 | -7.7% | 116 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $17,000 | 0.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $18,000 | +5.9% | 163 | 0.0% | 0.00% | 0.0% | |
| S | SPRINT CORPORATION | $14,000 | -17.6% | 2,749 | 0.0% | 0.00% | 0.0% | |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $12,000 | -55.6% | 500 | -50.0% | 0.00% | -50.0% |
| SBUX | STARBUCKS CORP | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BA | New | BOEING CO | $16,000 | – | 50 | +100.0% | 0.00% | – |
| ARCC | ARES CAP CORP | $12,000 | 0.0% | 643 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP NEW | $19,000 | +11.8% | 200 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD GROUP | $14,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $19,000 | +11.8% | 410 | 0.0% | 0.00% | 0.0% | |
| APA | APACHE CORP | $15,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| HRB | Sell | BLOCK H & R INC | $15,000 | -82.6% | 650 | -82.2% | 0.00% | -83.3% |
| IJH | ISHARES TR | $14,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC | $12,000 | -40.0% | 200 | 0.0% | 0.00% | -33.3% | |
| T | AT&T INC | $15,000 | +7.1% | 375 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $19,000 | -9.5% | 1,925 | 0.0% | 0.00% | -33.3% | |
| LLY | Sell | LILLY ELI & CO | $13,000 | -81.7% | 100 | -84.2% | 0.00% | -80.0% |
| RIG | TRANSOCEAN LTD | $17,000 | +54.5% | 2,500 | 0.0% | 0.00% | +100.0% | |
| TWTR | TWITTER INC | $19,000 | -24.0% | 600 | 0.0% | 0.00% | -33.3% | |
| PFG | PRINCIPAL FINL GROUP INC | $17,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $9,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $9,000 | +12.5% | 221 | 0.0% | 0.00% | 0.0% | |
| ECA | ENCANA CORP | $4,000 | 0.0% | 845 | 0.0% | 0.00% | 0.0% | |
| EBIX | EBIX INC | $5,000 | -16.7% | 140 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $7,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| ISEE | IVERIC BIO INC | $6,000 | +500.0% | 750 | 0.0% | 0.00% | – | |
| NOW | SERVICENOW INC | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $8,000 | +14.3% | 25 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $10,000 | +11.1% | 40 | 0.0% | 0.00% | 0.0% | |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $8,000 | – | 10 | +100.0% | 0.00% | – |
| VNQ | VANGUARD INDEX FDS | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $11,000 | -8.3% | 400 | 0.0% | 0.00% | -50.0% | |
| VUG | VANGUARD INDEX FDS | $4,000 | +33.3% | 20 | 0.0% | 0.00% | – | |
| VFH | VANGUARD WORLD FDS | $6,000 | +20.0% | 73 | 0.0% | 0.00% | 0.0% | |
| BMYRT | New | BRISTOL MYERS SQUIBB CO | $6,000 | – | 2,120 | +100.0% | 0.00% | – |
| IJR | ISHARES TR | $8,000 | +14.3% | 94 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP GROUP LTD | $11,000 | +10.0% | 197 | 0.0% | 0.00% | 0.0% | |
| BERY | BERRY GLOBAL GROUP INC | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $4,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $6,000 | +20.0% | 117 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC | $8,000 | +14.3% | 500 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS A G | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| TGE | TALLGRASS ENERGY LP | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $11,000 | +22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $6,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $11,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $4,000 | 0.0% | 2,800 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $8,000 | +14.3% | 640 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| LXU | LSB INDS INC | $3,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| IP | INTL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | – | 225 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $0 | – | 50 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER LP | $3,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| DIN | DINE BRANDS GLOBAL INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| MGK | VANGUARD WORLD FD | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 19 | 0.0% | 0.00% | – | |
| WAB | Sell | WABTEC CORP | $1,000 | -83.3% | 16 | -79.2% | 0.00% | -100.0% |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| ALC | ALCON INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| PIPR | PIPER JAFFRAY COS | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $0 | -100.0% | 8 | -96.3% | 0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -200 | -100.0% | -0.00% | – |
| XLY | Exit | SELECT SECTOR SPDR TR | $0 | – | -60 | -100.0% | -0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -1,100 | -100.0% | -0.00% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -800 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -1,100 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -5,676 | -100.0% | -0.02% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -2,120 | -100.0% | -0.03% | – |
| BSJJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,592 | -100.0% | -0.04% | – |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -17,741 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-05
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.