$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.