$637 Million is the total value of ATWOOD & PALMER INC's 322 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 16.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Sell | FIRST TR EXCHANGE-TRADED FD | $33,969,000 | -36.1% | 2,477,648 | -0.6% | 5.34% | -22.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $27,557,000 | -12.9% | 81,302 | +0.1% | 4.33% | +6.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $25,067,000 | -12.8% | 88,388 | -0.1% | 3.94% | +6.6% |
| CSCO | Buy | CISCO SYS INC | $21,243,000 | -13.4% | 540,403 | +5.7% | 3.34% | +5.8% |
| MA | Buy | MASTERCARD INC | $20,321,000 | -18.8% | 84,125 | +0.3% | 3.19% | -0.8% |
| GNRC | Sell | GENERAC HLDGS INC | $19,100,000 | -7.4% | 205,002 | -0.1% | 3.00% | +13.1% |
| VNLA | Sell | JANUS DETROIT STR TR | $18,716,000 | -1.3% | 380,030 | -0.6% | 2.94% | +20.6% |
| INTC | Sell | INTEL CORP | $18,484,000 | -34.7% | 341,540 | -27.8% | 2.90% | -20.2% |
| JMBS | Buy | JANUS DETROIT STR TR | $18,077,000 | +0.3% | 347,310 | +0.2% | 2.84% | +22.5% |
| GOOG | Buy | ALPHABET INC | $17,374,000 | -11.3% | 14,941 | +2.0% | 2.73% | +8.4% |
| CDW | Sell | CDW CORP | $17,211,000 | -54.8% | 184,527 | -30.8% | 2.70% | -44.8% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $17,035,000 | -3.8% | 345,469 | -1.7% | 2.68% | +17.5% |
| AAPL | Sell | APPLE INC | $15,782,000 | -28.7% | 62,062 | -17.7% | 2.48% | -12.9% |
| GILD | Buy | GILEAD SCIENCES INC | $15,626,000 | +15.1% | 209,009 | +0.0% | 2.45% | +40.5% |
| VRP | Buy | INVESCO EXCHANGE-TRADED FD T | $15,555,000 | -16.6% | 724,816 | +0.4% | 2.44% | +1.9% |
| SONY | Sell | SONY CORP | $15,557,000 | -13.1% | 262,883 | -0.1% | 2.44% | +6.2% |
| C | Buy | CITIGROUP INC | $15,360,000 | -16.8% | 364,670 | +57.7% | 2.41% | +1.6% |
| AMP | Buy | AMERIPRISE FINL INC | $15,155,000 | -31.9% | 147,886 | +10.7% | 2.38% | -16.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $14,712,000 | -39.6% | 153,694 | +0.7% | 2.31% | -26.2% |
| URI | Buy | UNITED RENTALS INC | $11,613,000 | -36.6% | 112,861 | +2.7% | 1.82% | -22.5% |
| ON | Sell | ON SEMICONDUCTOR CORP | $11,402,000 | -58.2% | 916,528 | -18.1% | 1.79% | -48.9% |
| EEM | Buy | ISHARES TR | $11,028,000 | -15.2% | 323,104 | +11.4% | 1.73% | +3.5% |
| APTV | Buy | APTIV PLC | $10,772,000 | -46.5% | 218,770 | +3.3% | 1.69% | -34.6% |
| HOLX | Buy | HOLOGIC INC | $10,774,000 | +0.7% | 306,953 | +49.8% | 1.69% | +23.1% |
| AMGN | Buy | AMGEN INC | $9,844,000 | +314.5% | 48,559 | +392.8% | 1.55% | +406.9% |
| HDMV | Buy | FIRST TR EXCH TRADED FD III | $9,766,000 | -19.6% | 377,959 | +6.4% | 1.53% | -1.8% |
| FITB | Buy | FIFTH THIRD BANCORP | $8,892,000 | -50.6% | 598,801 | +2.3% | 1.40% | -39.6% |
| WMT | Buy | WALMART INC | $8,134,000 | +4.2% | 71,586 | +9.0% | 1.28% | +27.3% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $8,067,000 | +0.3% | 384,707 | +1.6% | 1.27% | +22.5% |
| DWFI | Sell | SPDR SER TR | $7,915,000 | -8.1% | 354,283 | -3.4% | 1.24% | +12.3% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $7,819,000 | -3.0% | 372,152 | -1.7% | 1.23% | +18.4% |
| BDX | Sell | BECTON DICKINSON & CO | $7,451,000 | -18.4% | 32,426 | -3.4% | 1.17% | -0.3% |
| KMB | Sell | KIMBERLY CLARK CORP | $7,354,000 | -8.6% | 57,515 | -1.7% | 1.16% | +11.6% |
| JKHY | HENRY JACK & ASSOC INC | $7,033,000 | +6.6% | 45,306 | 0.0% | 1.10% | +30.3% | |
| CBRE | Buy | CBRE GROUP INC | $6,942,000 | -38.4% | 184,082 | +0.1% | 1.09% | -24.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $6,772,000 | -0.2% | 70,730 | +12.8% | 1.06% | +22.0% |
| TPYP | New | MANAGED PORTFOLIO SER | $6,665,000 | – | 490,826 | +100.0% | 1.05% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $6,379,000 | – | 35,415 | +100.0% | 1.00% | – |
| BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $6,314,000 | -7.1% | 274,536 | -3.3% | 0.99% | +13.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $6,193,000 | +5912.6% | 20,470 | +6723.3% | 0.97% | +7384.6% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $5,524,000 | +2.9% | 260,813 | +4.5% | 0.87% | +25.8% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $5,456,000 | -16.1% | 212,213 | +3.0% | 0.86% | +2.5% |
| DHI | New | D R HORTON INC | $5,435,000 | – | 159,860 | +100.0% | 0.85% | – |
| CE | Buy | CELANESE CORP DEL | $5,151,000 | -38.5% | 70,185 | +3.1% | 0.81% | -24.9% |
| LOW | Buy | LOWES COS INC | $4,821,000 | -13.3% | 56,028 | +20.7% | 0.76% | +5.9% |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $3,589,000 | -9.6% | 162,092 | +0.7% | 0.56% | +10.6% |
| HD | Buy | HOME DEPOT INC | $3,441,000 | -13.3% | 18,432 | +1.5% | 0.54% | +5.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,133,000 | -9.3% | 23,890 | +0.8% | 0.49% | +10.8% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $3,133,000 | +1.7% | 151,154 | +4.5% | 0.49% | +24.2% |
| PG | Buy | PROCTER & GAMBLE CO | $2,251,000 | -11.0% | 20,461 | +1.1% | 0.35% | +8.9% |
| HIW | HIGHWOODS PPTYS INC | $2,131,000 | -27.6% | 60,175 | 0.0% | 0.34% | -11.4% | |
| QTEC | Sell | FIRST TR NASDAQ-100 TECH IND | $2,135,000 | -19.3% | 25,255 | -4.5% | 0.34% | -1.5% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $2,124,000 | -13.8% | 17,167 | -3.1% | 0.33% | +5.4% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FD | $2,060,000 | -13.4% | 27,855 | -1.4% | 0.32% | +5.9% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,020,000 | -20.7% | 34,015 | -3.1% | 0.32% | -3.1% |
| CL | COLGATE PALMOLIVE CO | $1,785,000 | -3.6% | 26,900 | 0.0% | 0.28% | +17.6% | |
| PEP | Buy | PEPSICO INC | $1,491,000 | -10.2% | 12,413 | +2.2% | 0.23% | +9.9% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FD | $1,454,000 | -37.5% | 68,795 | -0.9% | 0.23% | -23.7% |
| GOOGL | Buy | ALPHABET INC | $1,344,000 | -11.2% | 1,157 | +2.4% | 0.21% | +8.2% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,285,000 | -33.9% | 4,987 | -17.4% | 0.20% | -19.2% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $1,275,000 | -7.4% | 58,883 | +4.5% | 0.20% | +13.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,214,000 | -46.6% | 31,965 | -2.0% | 0.19% | -34.6% |
| USB | Buy | US BANCORP DEL | $1,198,000 | -41.3% | 34,783 | +1.0% | 0.19% | -28.2% |
| MSFT | Buy | MICROSOFT CORP | $1,183,000 | +13.6% | 7,501 | +13.6% | 0.19% | +38.8% |
| GBIL | Sell | GOLDMAN SACHS ETF TR | $1,045,000 | +0.1% | 10,375 | -0.5% | 0.16% | +22.4% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $944,000 | -27.0% | 18,744 | -1.6% | 0.15% | -10.8% |
| NEE | Sell | NEXTERA ENERGY INC | $944,000 | -5.1% | 3,923 | -4.5% | 0.15% | +15.6% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $937,000 | -36.2% | 9,938 | +1.4% | 0.15% | -22.2% |
| PAYX | PAYCHEX INC | $811,000 | -26.0% | 12,887 | 0.0% | 0.13% | -9.9% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $793,000 | -17.0% | 5,800 | +3.6% | 0.12% | +1.6% |
| AMZN | Buy | AMAZON COM INC | $780,000 | +16.2% | 400 | +10.2% | 0.12% | +43.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $777,000 | -13.0% | 13,946 | +0.2% | 0.12% | +6.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $770,000 | -18.3% | 4,212 | +1.2% | 0.12% | 0.0% |
| PFE | PFIZER INC | $721,000 | -16.6% | 22,086 | 0.0% | 0.11% | +1.8% | |
| JPM | Buy | JPMORGAN CHASE & CO | $721,000 | -34.0% | 8,013 | +2.2% | 0.11% | -19.3% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $717,000 | +2.1% | 34,700 | +6.1% | 0.11% | +25.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $696,000 | -16.2% | 6,275 | +1.2% | 0.11% | +1.9% |
| HTH | HILLTOP HOLDINGS INC | $614,000 | -39.3% | 40,600 | 0.0% | 0.10% | -26.2% | |
| MCO | MOODYS CORP | $592,000 | -11.0% | 2,800 | 0.0% | 0.09% | +9.4% | |
| IGSB | Sell | ISHARES TR | $565,000 | -3.3% | 10,787 | -0.9% | 0.09% | +18.7% |
| MO | ALTRIA GROUP INC | $526,000 | -22.5% | 13,600 | 0.0% | 0.08% | -4.6% | |
| ORCL | ORACLE CORP | $503,000 | -8.7% | 10,400 | 0.0% | 0.08% | +11.3% | |
| KO | COCA COLA CO | $480,000 | -20.1% | 10,857 | 0.0% | 0.08% | -2.6% | |
| SRE | Buy | SEMPRA ENERGY | $465,000 | -23.3% | 4,113 | +2.8% | 0.07% | -6.4% |
| SPSB | SPDR SER TR | $455,000 | -1.9% | 15,048 | 0.0% | 0.07% | +18.3% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $440,000 | -17.6% | 5,500 | -2.7% | 0.07% | 0.0% |
| MCD | Buy | MCDONALDS CORP | $428,000 | -13.4% | 2,588 | +3.5% | 0.07% | +6.3% |
| AVNS | AVANOS MED INC | $404,000 | -20.2% | 15,000 | 0.0% | 0.06% | -3.1% | |
| WFC | Buy | WELLS FARGO CO NEW | $358,000 | -42.5% | 12,462 | +7.6% | 0.06% | -30.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $350,000 | -10.5% | 4,800 | +4.3% | 0.06% | +10.0% |
| CVX | Buy | CHEVRON CORP NEW | $350,000 | -38.8% | 4,825 | +1.6% | 0.06% | -25.7% |
| HTLF | HEARTLAND FINL USA INC | $351,000 | -39.4% | 11,631 | 0.0% | 0.06% | -25.7% | |
| STPZ | Sell | PIMCO ETF TR | $353,000 | -2.8% | 6,825 | -1.4% | 0.06% | +17.0% |
| VTI | VANGUARD INDEX FDS | $343,000 | -21.1% | 2,660 | 0.0% | 0.05% | -3.6% | |
| ZTS | ZOETIS INC | $336,000 | -11.1% | 2,854 | 0.0% | 0.05% | +8.2% | |
| QCOM | QUALCOMM INC | $321,000 | -23.4% | 4,750 | 0.0% | 0.05% | -7.4% | |
| UMBF | UMB FINL CORP | $320,000 | -32.3% | 6,894 | 0.0% | 0.05% | -18.0% | |
| CAT | CATERPILLAR INC DEL | $313,000 | -21.6% | 2,700 | 0.0% | 0.05% | -3.9% | |
| CVS | Buy | CVS HEALTH CORP | $308,000 | -17.0% | 5,185 | +3.7% | 0.05% | 0.0% |
| PH | PARKER HANNIFIN CORP | $292,000 | -36.9% | 2,250 | 0.0% | 0.05% | -23.3% | |
| CERN | Sell | CERNER CORP | $292,000 | -19.3% | 4,631 | -6.1% | 0.05% | -2.1% |
| ABT | Buy | ABBOTT LABS | $289,000 | -4.9% | 3,662 | +4.6% | 0.04% | +15.4% |
| BAC | BK OF AMERICA CORP | $278,000 | -39.7% | 13,092 | 0.0% | 0.04% | -25.4% | |
| IVW | ISHARES TR | $265,000 | -14.8% | 1,607 | 0.0% | 0.04% | +5.0% | |
| LIN | LINDE PLC | $260,000 | -18.5% | 1,500 | 0.0% | 0.04% | 0.0% | |
| DE | DEERE & CO | $249,000 | -20.2% | 1,800 | 0.0% | 0.04% | -2.5% | |
| NXPI | NXP SEMICONDUCTORS N V | $249,000 | -34.8% | 3,000 | 0.0% | 0.04% | -20.4% | |
| IVV | ISHARES TR | $228,000 | -20.0% | 882 | 0.0% | 0.04% | -2.7% | |
| CHKP | CHECK POINT SOFTWARE TECH LT | $220,000 | -9.1% | 2,184 | 0.0% | 0.04% | +12.9% | |
| TJX | Buy | TJX COS INC NEW | $218,000 | -2.7% | 4,566 | +24.5% | 0.03% | +17.2% |
| IEF | ISHARES TR | $219,000 | +10.6% | 1,800 | 0.0% | 0.03% | +36.0% | |
| FB | FACEBOOK INC | $215,000 | -18.6% | 1,287 | 0.0% | 0.03% | 0.0% | |
| ABBV | Buy | ABBVIE INC | $214,000 | -3.2% | 2,810 | +12.4% | 0.03% | +21.4% |
| CMCSA | COMCAST CORP NEW | $207,000 | -23.3% | 6,013 | 0.0% | 0.03% | -5.7% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $208,000 | -33.8% | 4,800 | 0.0% | 0.03% | -17.5% | |
| RTN | Buy | RAYTHEON CO | $209,000 | -36.7% | 1,593 | +6.2% | 0.03% | -21.4% |
| DIS | Buy | DISNEY WALT CO | $200,000 | +1.0% | 2,072 | +51.0% | 0.03% | +24.0% |
| IRM | IRON MTN INC NEW | $196,000 | -25.5% | 8,250 | 0.0% | 0.03% | -8.8% | |
| EMR | EMERSON ELEC CO | $191,000 | -37.4% | 4,000 | 0.0% | 0.03% | -23.1% | |
| COST | Buy | COSTCO WHSL CORP NEW | $191,000 | +13.7% | 670 | +17.5% | 0.03% | +36.4% |
| HON | Buy | HONEYWELL INTL INC | $186,000 | -20.2% | 1,390 | +5.7% | 0.03% | -3.3% |
| BP | BP PLC | $176,000 | -35.3% | 7,200 | 0.0% | 0.03% | -20.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $166,000 | -47.6% | 18,500 | 0.0% | 0.03% | -36.6% | |
| SAIA | SAIA INC | $165,000 | -21.4% | 2,250 | 0.0% | 0.03% | -3.7% | |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $160,000 | +1.9% | 7,105 | +18.4% | 0.02% | +25.0% |
| BIIB | BIOGEN INC | $158,000 | +6.8% | 500 | 0.0% | 0.02% | +31.6% | |
| WM | WASTE MGMT INC DEL | $158,000 | -18.6% | 1,703 | 0.0% | 0.02% | 0.0% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $150,000 | -17.1% | 12,480 | 0.0% | 0.02% | +4.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $150,000 | -2.6% | 2,800 | +12.0% | 0.02% | +20.0% |
| ECL | Buy | ECOLAB INC | $149,000 | -10.8% | 959 | +10.6% | 0.02% | +9.5% |
| FISV | New | FISERV INC | $144,000 | – | 1,515 | +100.0% | 0.02% | – |
| VO | VANGUARD INDEX FDS | $141,000 | -26.2% | 1,071 | 0.0% | 0.02% | -12.0% | |
| ENR | ENERGIZER HLDGS INC NEW | $143,000 | -39.9% | 4,742 | 0.0% | 0.02% | -29.0% | |
| SCHF | SCHWAB STRATEGIC TR | $132,000 | -23.3% | 5,117 | 0.0% | 0.02% | -4.5% | |
| DXCM | DEXCOM INC | $135,000 | +23.9% | 500 | 0.0% | 0.02% | +50.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $135,000 | +25.0% | 620 | +31.9% | 0.02% | +50.0% |
| FLO | FLOWERS FOODS INC | $131,000 | -5.1% | 6,362 | 0.0% | 0.02% | +16.7% | |
| LH | LABORATORY CORP AMER HLDGS | $126,000 | -25.4% | 1,000 | 0.0% | 0.02% | -9.1% | |
| KSU | New | KANSAS CITY SOUTHERN | $127,000 | – | 1,000 | +100.0% | 0.02% | – |
| IJS | ISHARES TR | $118,000 | -38.2% | 1,186 | 0.0% | 0.02% | -24.0% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $124,000 | +3.3% | 497 | +21.5% | 0.02% | +26.7% |
| VOE | VANGUARD INDEX FDS | $121,000 | -32.0% | 1,490 | 0.0% | 0.02% | -17.4% | |
| ED | CONSOLIDATED EDISON INC | $112,000 | -13.8% | 1,432 | 0.0% | 0.02% | +5.9% | |
| GRMN | GARMIN LTD | $112,000 | -23.3% | 1,500 | 0.0% | 0.02% | -5.3% | |
| POST | POST HLDGS INC | $112,000 | -23.8% | 1,350 | 0.0% | 0.02% | -5.3% | |
| IJT | ISHARES TR | $107,000 | -29.1% | 779 | 0.0% | 0.02% | -10.5% | |
| IMTM | New | ISHARES TR | $108,000 | – | 4,100 | +100.0% | 0.02% | – |
| DUK | DUKE ENERGY CORP NEW | $109,000 | -11.4% | 1,348 | 0.0% | 0.02% | +6.2% | |
| MDYG | SPDR SER TR | $111,000 | -25.0% | 2,594 | 0.0% | 0.02% | -10.5% | |
| ANET | ARISTA NETWORKS INC | $111,000 | -0.9% | 550 | 0.0% | 0.02% | +21.4% | |
| UNP | UNION PAC CORP | $109,000 | -22.1% | 775 | 0.0% | 0.02% | -5.6% | |
| AMLP | ALPS ETF TR | $102,000 | -59.5% | 29,700 | 0.0% | 0.02% | -50.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $96,000 | -49.2% | 6,700 | 0.0% | 0.02% | -37.5% | |
| PACW | PACWEST BANCORP DEL | $93,000 | -53.3% | 5,200 | 0.0% | 0.02% | -42.3% | |
| TGE | Buy | TALLGRASS ENERGY LP | $86,000 | +2050.0% | 5,200 | +2500.0% | 0.01% | +1300.0% |
| GIS | GENERAL MLS INC | $86,000 | -2.3% | 1,636 | 0.0% | 0.01% | +27.3% | |
| AEE | AMEREN CORP | $87,000 | -5.4% | 1,200 | 0.0% | 0.01% | +16.7% | |
| CORR | Buy | CORENERGY INFRASTRUCTURE TR | $81,000 | -39.6% | 4,400 | +46.7% | 0.01% | -23.5% |
| ADBE | Buy | ADOBE INC | $84,000 | +71.4% | 265 | +76.7% | 0.01% | +116.7% |
| SHY | ISHARES TR | $75,000 | +2.7% | 868 | 0.0% | 0.01% | +33.3% | |
| V | Buy | VISA INC | $75,000 | +50.0% | 468 | +74.6% | 0.01% | +100.0% |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $75,000 | -33.6% | 1,811 | 0.0% | 0.01% | -20.0% | |
| D | DOMINION ENERGY INC | $79,000 | -13.2% | 1,100 | 0.0% | 0.01% | 0.0% | |
| CW | Sell | CURTISS WRIGHT CORP | $68,000 | -39.8% | 735 | -8.1% | 0.01% | -26.7% |
| EFSC | ENTERPRISE FINL SVCS CORP | $69,000 | -42.0% | 2,460 | 0.0% | 0.01% | -26.7% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $69,000 | -21.6% | 1,500 | 0.0% | 0.01% | 0.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $71,000 | -28.3% | 845 | -1.2% | 0.01% | -15.4% |
| VB | VANGUARD INDEX FDS | $65,000 | -30.1% | 560 | 0.0% | 0.01% | -16.7% | |
| SEE | SEALED AIR CORP NEW | $63,000 | -38.2% | 2,550 | 0.0% | 0.01% | -23.1% | |
| VEA | New | VANGUARD TAX-MANAGED INTL FD | $57,000 | – | 1,695 | +100.0% | 0.01% | – |
| EGOV | NIC INC | $58,000 | +3.6% | 2,500 | 0.0% | 0.01% | +28.6% | |
| PLMR | PALOMAR HLDGS INC | $58,000 | +16.0% | 1,000 | 0.0% | 0.01% | +50.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $57,000 | -19.7% | 304 | 0.0% | 0.01% | 0.0% | |
| VFC | Sell | V F CORP | $56,000 | -48.6% | 1,030 | -5.9% | 0.01% | -35.7% |
| EMN | EASTMAN CHEM CO | $51,000 | -41.4% | 1,100 | 0.0% | 0.01% | -27.3% | |
| NVDA | New | NVIDIA CORP | $53,000 | – | 200 | +100.0% | 0.01% | – |
| EPC | EDGEWELL PERS CARE CO | $48,000 | -22.6% | 2,000 | 0.0% | 0.01% | 0.0% | |
| FXU | Sell | FIRST TR EXCHANGE TRADED FD | $52,000 | -37.3% | 2,125 | -25.0% | 0.01% | -27.3% |
| ELY | New | CALLAWAY GOLF CO | $51,000 | – | 5,000 | +100.0% | 0.01% | – |
| MMM | Buy | 3M CO | $48,000 | -12.7% | 349 | +11.1% | 0.01% | +14.3% |
| AXON | AXON ENTERPRISE INC | $50,000 | -2.0% | 700 | 0.0% | 0.01% | +14.3% | |
| ITW | ILLINOIS TOOL WKS INC | $43,000 | -20.4% | 300 | 0.0% | 0.01% | 0.0% | |
| MUB | Sell | ISHARES TR | $44,000 | -51.1% | 393 | -50.0% | 0.01% | -41.7% |
| IJR | Buy | ISHARES TR | $42,000 | +425.0% | 744 | +691.5% | 0.01% | +600.0% |
| TIP | ISHARES TR | $47,000 | 0.0% | 400 | 0.0% | 0.01% | +16.7% | |
| TOTL | SSGA ACTIVE ETF TR | $44,000 | -2.2% | 922 | 0.0% | 0.01% | +16.7% | |
| BAPR | New | INNOVATOR ETFS TR | $47,000 | – | 1,878 | +100.0% | 0.01% | – |
| BK | BANK NEW YORK MELLON CORP | $46,000 | -32.4% | 1,355 | 0.0% | 0.01% | -22.2% | |
| MDLZ | Buy | MONDELEZ INTL INC | $47,000 | +74.1% | 934 | +93.0% | 0.01% | +133.3% |
| GLD | SPDR GOLD TRUST | $42,000 | +2.4% | 286 | 0.0% | 0.01% | +40.0% | |
| OXY | Buy | OCCIDENTAL PETE CORP | $47,000 | +2250.0% | 4,044 | +9090.9% | 0.01% | – |
| SQ | SQUARE INC | $37,000 | -15.9% | 700 | 0.0% | 0.01% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $36,000 | -29.4% | 4,561 | 0.0% | 0.01% | -14.3% | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $41,000 | -10.9% | 1,244 | 0.0% | 0.01% | 0.0% | |
| AVGO | Buy | BROADCOM INC | $37,000 | +362.5% | 158 | +532.0% | 0.01% | +500.0% |
| EVRG | Buy | EVERGY INC | $38,000 | -9.5% | 682 | +4.6% | 0.01% | +20.0% |
| TSLA | TESLA INC | $37,000 | +27.6% | 70 | 0.0% | 0.01% | +50.0% | |
| NKE | Buy | NIKE INC | $38,000 | +245.5% | 457 | +308.0% | 0.01% | +500.0% |
| BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.01% | +20.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $41,000 | -14.6% | 500 | 0.0% | 0.01% | 0.0% | |
| MRK | MERCK & CO. INC | $38,000 | -15.6% | 500 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $41,000 | -19.6% | 452 | 0.0% | 0.01% | -14.3% | |
| SWKS | SKYWORKS SOLUTIONS INC | $31,000 | -26.2% | 351 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $34,000 | -32.0% | 400 | 0.0% | 0.01% | -16.7% | |
| DFS | Buy | DISCOVER FINL SVCS | $35,000 | -45.3% | 990 | +32.0% | 0.01% | -37.5% |
| DOW | DOW INC | $32,000 | -46.7% | 1,100 | 0.0% | 0.01% | -37.5% | |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $30,000 | -31.8% | 100 | 0.0% | 0.01% | -16.7% | |
| CFFN | CAPITOL FED FINL INC | $26,000 | -16.1% | 2,263 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $26,000 | -16.1% | 200 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FD | $23,000 | -11.5% | 175 | 0.0% | 0.00% | +33.3% | |
| EEFT | EURONET WORLDWIDE INC | $26,000 | -44.7% | 300 | 0.0% | 0.00% | -33.3% | |
| EQIX | New | EQUINIX INC | $25,000 | – | 40 | +100.0% | 0.00% | – |
| AGN | ALLERGAN PLC | $27,000 | -6.9% | 150 | 0.0% | 0.00% | 0.0% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $19,000 | -17.4% | 120 | +20.0% | 0.00% | 0.0% |
| T | Buy | AT&T INC | $20,000 | +33.3% | 690 | +84.0% | 0.00% | +50.0% |
| CXO | CONCHO RES INC | $17,000 | -51.4% | 400 | 0.0% | 0.00% | -25.0% | |
| ES | EVERSOURCE ENERGY | $20,000 | -9.1% | 262 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $21,000 | -27.6% | 879 | 0.0% | 0.00% | -25.0% | |
| QQQ | New | INVESCO QQQ TR | $22,000 | – | 115 | +100.0% | 0.00% | – |
| LW | LAMB WESTON HLDGS INC | $19,000 | -34.5% | 333 | 0.0% | 0.00% | -25.0% | |
| MCK | New | MCKESSON CORP | $20,000 | – | 150 | +100.0% | 0.00% | – |
| NP | NEENAH INC | $22,000 | -37.1% | 500 | 0.0% | 0.00% | -25.0% | |
| NUE | New | NUCOR CORP | $18,000 | – | 500 | +100.0% | 0.00% | – |
| OGE | OGE ENERGY CORP | $22,000 | -31.2% | 720 | 0.0% | 0.00% | -25.0% | |
| RDSA | ROYAL DUTCH SHELL PLC | $21,000 | -40.0% | 600 | 0.0% | 0.00% | -25.0% | |
| SDY | SPDR SER TR | $16,000 | -27.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SCHW | New | SCHWAB CHARLES CORP | $16,000 | – | 475 | +100.0% | 0.00% | – |
| SO | SOUTHERN CO | $22,000 | -12.0% | 400 | 0.0% | 0.00% | 0.0% | |
| S | Sell | SPRINT CORPORATION | $17,000 | +21.4% | 2,026 | -26.3% | 0.00% | +50.0% |
| ULTA | New | ULTA BEAUTY INC | $18,000 | – | 100 | +100.0% | 0.00% | – |
| VHT | VANGUARD WORLD FDS | $20,000 | -13.0% | 121 | 0.0% | 0.00% | 0.0% | |
| ETN | New | EATON CORP PLC | $16,000 | – | 200 | +100.0% | 0.00% | – |
| SBUX | STARBUCKS CORP | $13,000 | -27.8% | 200 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $15,000 | -21.1% | 600 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETROLEUM CORP | $13,000 | -51.9% | 5,000 | 0.0% | 0.00% | -33.3% | |
| CB | CHUBB LIMITED | $15,000 | -25.0% | 130 | 0.0% | 0.00% | -33.3% | |
| IJH | ISHARES TR | $10,000 | -28.6% | 70 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $14,000 | -26.3% | 1,925 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $14,000 | -26.3% | 410 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $15,000 | -31.8% | 500 | 0.0% | 0.00% | -33.3% | |
| APD | New | AIR PRODS & CHEMS INC | $14,000 | – | 70 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $12,000 | – | 75 | +100.0% | 0.00% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $11,000 | – | 300 | +100.0% | 0.00% | – |
| FLS | FLOWSERVE CORP | $13,000 | -50.0% | 525 | 0.0% | 0.00% | -33.3% | |
| VIG | VANGUARD SPECIALIZED FUNDS | $12,000 | -14.3% | 113 | 0.0% | 0.00% | 0.0% | |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $15,000 | – | 125 | +100.0% | 0.00% | – |
| LLY | LILLY ELI & CO | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| OSBC | OLD SECOND BANCORP INC ILL | $12,000 | -50.0% | 1,780 | 0.0% | 0.00% | -33.3% | |
| PSX | Buy | PHILLIPS 66 | $13,000 | -27.8% | 238 | +46.0% | 0.00% | 0.0% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $13,000 | -23.5% | 1,057 | 0.0% | 0.00% | 0.0% | |
| TROW | New | PRICE T ROWE GROUP INC | $12,000 | – | 125 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $9,000 | – | 100 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $6,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $8,000 | -20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $4,000 | -33.3% | 45 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $7,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% | |
| SSO | New | PROSHARES TR | $9,000 | – | 100 | +100.0% | 0.00% | – |
| KTB | Buy | KONTOOR BRANDS INC | $5,000 | +150.0% | 275 | +391.1% | 0.00% | – |
| NVS | NOVARTIS A G | $6,000 | -14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $6,000 | -33.3% | 221 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC | $8,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
| UNM | UNUM GROUP | $4,000 | -42.9% | 250 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,000 | -12.5% | 10 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $9,000 | -52.6% | 200 | 0.0% | 0.00% | -50.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $9,000 | -60.9% | 155 | 0.0% | 0.00% | -66.7% | |
| VOOG | VANGUARD ADMIRAL FDS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $6,000 | -45.5% | 400 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $4,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| VFH | VANGUARD WORLD FDS | $4,000 | -33.3% | 73 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $6,000 | -25.0% | 39 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $8,000 | -27.3% | 100 | 0.0% | 0.00% | 0.0% | |
| VNQ | VANGUARD INDEX FDS | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $4,000 | -42.9% | 80 | 0.0% | 0.00% | 0.0% | |
| SONO | SONOS INC | $4,000 | -50.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BMYRT | BRISTOL-MYERS SQUIBB CO | $8,000 | +33.3% | 2,120 | 0.0% | 0.00% | 0.0% | |
| BA | BOEING CO | $7,000 | -56.2% | 50 | 0.0% | 0.00% | -50.0% | |
| HRB | BLOCK H & R INC | $9,000 | -40.0% | 650 | 0.0% | 0.00% | -50.0% | |
| BLK | New | BLACKROCK INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| BHP | BHP GROUP LTD | $7,000 | -36.4% | 197 | 0.0% | 0.00% | 0.0% | |
| BERY | BERRY GLOBAL GROUP INC | $4,000 | -33.3% | 120 | 0.0% | 0.00% | 0.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $4,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $7,000 | -41.7% | 643 | 0.0% | 0.00% | -50.0% | |
| XEL | XCEL ENERGY INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $8,000 | -69.2% | 350 | 0.0% | 0.00% | -66.7% | |
| YUM | YUM BRANDS INC | $8,000 | -33.3% | 116 | 0.0% | 0.00% | -50.0% | |
| YUMC | YUM CHINA HLDGS INC | $5,000 | -16.7% | 117 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $9,000 | -47.1% | 302 | 0.0% | 0.00% | -50.0% | |
| JCI | New | JOHNSON CTLS INTL PLC | $4,000 | – | 143 | +100.0% | 0.00% | – |
| VUG | VANGUARD INDEX FDS | $3,000 | -25.0% | 20 | 0.0% | 0.00% | -100.0% | |
| OVV | New | OVINTIV INC | $0 | – | 169 | +100.0% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| RBBN | New | RIBBON COMMUNICATIONS INC | $2,000 | – | 739 | +100.0% | 0.00% | – |
| MNKD | MANNKIND CORP | $3,000 | -25.0% | 2,800 | 0.0% | 0.00% | -100.0% | |
| LXU | LSB INDS INC | $1,000 | -66.7% | 650 | 0.0% | 0.00% | – | |
| ISEE | IVERIC BIO INC | $3,000 | -50.0% | 750 | 0.0% | 0.00% | -100.0% | |
| IP | INTL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $2,000 | +100.0% | 225 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -100.0% | |
| DDD | 3-D SYS CORP DEL | $0 | – | 50 | 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 | $1,000 | -66.7% | 223 | 0.0% | 0.00% | – | |
| DIN | Exit | DINE BRANDS GLOBAL INC | $0 | – | -10 | -100.0% | 0.00% | – |
| EBIX | EBIX INC | $2,000 | -60.0% | 140 | 0.0% | 0.00% | -100.0% | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| MGK | VANGUARD WORLD FD | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 19 | 0.0% | 0.00% | – | |
| CI | New | CIGNA CORP NEW | $3,000 | – | 19 | +100.0% | 0.00% | – |
| RM | REGIONAL MGMT CORP | $3,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| APA | APACHE CORP | $3,000 | -80.0% | 600 | 0.0% | 0.00% | -100.0% | |
| AIGWS | AMERICAN INTL GROUP INC | $0 | -100.0% | 97 | 0.0% | 0.00% | – | |
| ALC | ALCON INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $3,000 | -82.4% | 2,500 | 0.0% | 0.00% | -100.0% | |
| ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| GMDA | New | GAMIDA CELL LTD | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| PFLT | PENNANTPARK FLOATING RATE CA | $3,000 | -62.5% | 640 | 0.0% | 0.00% | -100.0% | |
| ECA | Exit | ENCANA CORP | $0 | – | -845 | -100.0% | -0.00% | – |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MGPI | Exit | MGP INGREDIENTS INC NEW | $0 | – | -650 | -100.0% | -0.00% | – |
| HYMB | Exit | SPDR SERIES TRUST | $0 | – | -1,052 | -100.0% | -0.01% | – |
| PST | Exit | PROSHARES TR | $0 | – | -6,314 | -100.0% | -0.02% | – |
| SCZ | Exit | ISHARES TR | $0 | – | -2,757 | -100.0% | -0.02% | – |
| FNDF | Exit | SCHWAB STRATEGIC TR | $0 | – | -6,004 | -100.0% | -0.02% | – |
| USMV | Exit | ISHARES TR | $0 | – | -4,830 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-20
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.