ATWOOD & PALMER INC - Q3 2020 holdings

$794 Million is the total value of ATWOOD & PALMER INC's 342 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 17.0% .

 Value Shares↓ Weighting
GNRC SellGENERAC HLDGS INC$38,952,000
+57.7%
201,157
-0.7%
4.90%
+46.9%
LMT  LOCKHEED MARTIN CORP$31,161,000
+5.0%
81,3020.0%3.92%
-2.1%
IMTM BuyISHARES TR$30,109,000
+19839.7%
886,075
+18321.5%
3.79%
+18860.0%
GSIE NewGOLDMAN SACHS ETF TR$28,377,0001,008,065
+100.0%
3.57%
MA SellMASTERCARD INCORPORATED$28,176,000
+13.7%
83,318
-0.6%
3.55%
+5.9%
TMO SellTHERMO FISHER SCIENTIFIC INC$27,643,000
-12.6%
62,608
-28.3%
3.48%
-18.6%
AMP SellAMERIPRISE FINL INC$22,502,000
+2.3%
146,010
-0.4%
2.83%
-4.7%
CDW SellCDW CORP$22,027,000
+2.7%
184,277
-0.2%
2.77%
-4.3%
GOOG SellALPHABET INC$21,505,000
+2.7%
14,633
-1.2%
2.71%
-4.3%
CSCO SellCISCO SYS INC$21,268,000
-15.7%
539,942
-0.2%
2.68%
-21.4%
HOLX BuyHOLOGIC INC$20,599,000
+17.1%
309,903
+0.5%
2.59%
+9.1%
VNLA BuyJANUS DETROIT STR TR$20,072,000
+3.2%
398,339
+2.9%
2.53%
-3.8%
SONY SellSONY CORP$20,015,000
+10.6%
260,786
-0.3%
2.52%
+3.1%
URI SellUNITED RENTALS INC$19,649,000
+16.8%
112,601
-0.2%
2.47%
+8.8%
JMBS BuyJANUS DETROIT STR TR$19,311,000
+0.8%
360,167
+1.0%
2.43%
-6.0%
AAPL BuyAPPLE INC$18,687,000
-17.3%
161,357
+160.4%
2.35%
-23.0%
VRP BuyINVESCO EXCH TRADED FD TR II$18,392,000
+5.9%
747,019
+0.8%
2.32%
-1.3%
GSY BuyINVESCO ACTIVELY MANAGED ETF$18,346,000
+3.5%
363,145
+3.3%
2.31%
-3.6%
INTC BuyINTEL CORP$17,660,000
-13.5%
341,066
+0.0%
2.22%
-19.4%
PNC SellPNC FINL SVCS GROUP INC$16,863,000
+4.3%
153,422
-0.1%
2.12%
-2.8%
EEM SellISHARES TR$15,525,000
+3.1%
352,128
-6.5%
1.96%
-4.0%
APTV SellAPTIV PLC$14,779,000
+17.4%
161,202
-0.2%
1.86%
+9.4%
GEM BuyGOLDMAN SACHS ETF TR$14,288,000
+118966.7%
435,753
+108838.2%
1.80%
+89850.0%
PYPL SellPAYPAL HLDGS INC$14,044,000
+13.0%
71,280
-0.0%
1.77%
+5.4%
GILD SellGILEAD SCIENCES INC$12,961,000
-18.0%
205,114
-0.2%
1.63%
-23.6%
AMGN BuyAMGEN INC$12,756,000
+10.5%
50,189
+2.6%
1.61%
+2.9%
FITB SellFIFTH THIRD BANCORP$12,717,000
+9.9%
596,472
-0.6%
1.60%
+2.4%
DHI BuyD R HORTON INC$12,347,000
+37.6%
163,261
+0.9%
1.56%
+28.2%
ABBV BuyABBVIE INC$11,179,000
-9.8%
127,625
+1.1%
1.41%
-15.9%
BIIB BuyBIOGEN INC$10,676,000
+6.5%
37,635
+0.5%
1.34%
-0.8%
ON  ON SEMICONDUCTOR CORP$10,338,000
+9.4%
476,6030.0%1.30%
+2.0%
WMT BuyWALMART INC$10,231,000
+18.5%
73,123
+1.5%
1.29%
+10.4%
LOW BuyLOWES COS INC$9,572,000
+23.1%
57,710
+0.3%
1.20%
+14.7%
BSCL BuyINVESCO EXCH TRD SLF IDX FD$8,483,000
+1.1%
397,891
+1.3%
1.07%
-5.8%
KMB SellKIMBERLY CLARK CORP$8,463,000
+4.1%
57,315
-0.3%
1.07%
-3.0%
DWFI SellSPDR SER TR$8,397,000
+2.0%
346,282
-2.2%
1.06%
-5.0%
JKHY  HENRY JACK & ASSOC INC$7,334,000
-11.6%
45,1060.0%0.92%
-17.6%
TPYP BuyMANAGED PORTFOLIO SERIES$7,249,000
-8.9%
483,918
+0.5%
0.91%
-15.1%
BDX SellBECTON DICKINSON & CO$7,236,000
-3.4%
31,097
-0.6%
0.91%
-10.0%
BSCK SellINVESCO EXCH TRD SLF IDX FD$7,034,000
-3.5%
331,502
-3.2%
0.89%
-10.1%
FV SellFIRST TR EXCHANGE-TRADED FD$6,996,000
+2.5%
205,028
-3.4%
0.88%
-4.6%
NOC BuyNORTHROP GRUMMAN CORP$6,543,000
+3.1%
20,740
+0.5%
0.82%
-3.9%
BSCM BuyINVESCO EXCH TRD SLF IDX FD$6,305,000
+4.1%
288,697
+4.0%
0.79%
-2.9%
LHX BuyL3HARRIS TECHNOLOGIES INC$6,085,000
+0.5%
35,826
+0.4%
0.77%
-6.5%
BSJK SellINVESCO EXCH TRD SLF IDX FD$5,784,000
-3.7%
247,596
-4.0%
0.73%
-10.3%
HD BuyHOME DEPOT INC$5,156,000
+11.7%
18,566
+0.7%
0.65%
+4.0%
BSJL BuyINVESCO EXCH TRD SLF IDX FD$4,170,000
+4.3%
181,777
+3.2%
0.52%
-2.8%
BSCN BuyINVESCO EXCH TRD SLF IDX FD$4,078,000
+11.4%
187,134
+11.2%
0.51%
+3.8%
JNJ  JOHNSON & JOHNSON$3,557,000
+5.9%
23,8900.0%0.45%
-1.3%
PG  PROCTER AND GAMBLE CO$2,844,000
+16.2%
20,4610.0%0.36%
+8.2%
FDN SellFIRST TR EXCHANGE-TRADED FD$2,318,000
-13.5%
12,307
-21.7%
0.29%
-19.3%
FXL SellFIRST TR EXCHANGE TRADED FD$2,223,000
-14.2%
24,455
-21.3%
0.28%
-20.0%
QTEC SellFIRST TR NASDAQ 100 TECH IND$2,155,000
-14.5%
18,385
-20.4%
0.27%
-20.3%
BSJM BuyINVESCO EXCH TRD SLF IDX FD$2,122,000
+15.1%
92,819
+12.3%
0.27%
+7.2%
CL  COLGATE PALMOLIVE CO$2,075,000
+5.3%
26,9000.0%0.26%
-1.9%
FXD BuyFIRST TR EXCHANGE TRADED FD$2,022,000
+8325.0%
47,530
+7212.3%
0.26%
+8400.0%
HIW  HIGHWOODS PPTYS INC$2,020,000
-10.1%
60,1750.0%0.25%
-16.4%
PEP BuyPEPSICO INC$1,722,000
+4.9%
12,425
+0.1%
0.22%
-2.3%
GOOGL  ALPHABET INC$1,696,000
+3.4%
1,1570.0%0.21%
-3.6%
FBT BuyFIRST TR EXCHANGE-TRADED FD$1,681,000
+5696.6%
10,690
+6008.6%
0.21%
+5200.0%
SPY SellSPDR S&P 500 ETF TR$1,508,000
+6.2%
4,502
-2.3%
0.19%
-1.0%
MSFT SellMICROSOFT CORP$1,470,000
-2.8%
6,989
-6.0%
0.18%
-9.8%
USB SellUS BANCORP DEL$1,208,000
-3.6%
33,683
-1.0%
0.15%
-10.1%
AMZN SellAMAZON COM INC$1,193,000
+8.1%
379
-5.2%
0.15%
+0.7%
BSCO BuyINVESCO EXCH TRD SLF IDX FD$1,137,000
+19.7%
51,275
+18.9%
0.14%
+11.7%
NEE  NEXTERA ENERGY INC$1,089,000
+15.6%
3,9230.0%0.14%
+7.9%
GBIL BuyGOLDMAN SACHS ETF TR$1,067,000
+2.3%
10,625
+2.4%
0.13%
-5.0%
PAYX  PAYCHEX INC$1,028,000
+5.3%
12,8870.0%0.13%
-2.3%
CBSH  COMMERCE BANCSHARES INC$1,024,000
-5.4%
18,1940.0%0.13%
-11.6%
BRKB SellBERKSHIRE HATHAWAY INC DEL$886,000
+17.8%
4,162
-1.2%
0.11%
+9.8%
BMY  BRISTOL-MYERS SQUIBB CO$839,000
+2.6%
13,9160.0%0.11%
-4.5%
HTH  HILLTOP HOLDINGS INC$836,000
+11.6%
40,6000.0%0.10%
+4.0%
PFE  PFIZER INC$811,000
+12.3%
22,0860.0%0.10%
+4.1%
ADP  AUTOMATIC DATA PROCESSING IN$809,000
-6.4%
5,8000.0%0.10%
-12.8%
MCO  MOODYS CORP$812,000
+5.6%
2,8000.0%0.10%
-1.9%
BSJN BuyINVESCO EXCH TRD SLF IDX FD$798,000
+69.4%
32,538
+65.7%
0.10%
+56.2%
RTX  RAYTHEON TECHNOLOGIES CORP$786,000
-6.7%
13,6570.0%0.10%
-13.2%
JPM  JPMORGAN CHASE & CO$771,000
+2.3%
8,0130.0%0.10%
-4.9%
IBM SellINTERNATIONAL BUSINESS MACHS$754,000
-0.5%
6,200
-1.2%
0.10%
-6.9%
ORCL  ORACLE CORP$621,000
+8.0%
10,4000.0%0.08%0.0%
XOM  EXXON MOBIL CORP$603,000
-23.2%
17,5570.0%0.08%
-28.3%
MCD BuyMCDONALDS CORP$594,000
+24.5%
2,708
+4.6%
0.08%
+17.2%
IGSB SellISHARES TR$576,000
-1.0%
10,487
-1.4%
0.07%
-7.6%
QCOM  QUALCOMM INC$559,000
+29.1%
4,7500.0%0.07%
+18.6%
KO  COCA COLA CO$536,000
+10.5%
10,8570.0%0.07%
+1.5%
MO  ALTRIA GROUP INC$526,000
-1.5%
13,6000.0%0.07%
-8.3%
AVNS  AVANOS MED INC$498,000
+12.9%
15,0000.0%0.06%
+5.0%
SRE  SEMPRA ENERGY$487,000
+1.0%
4,1130.0%0.06%
-6.2%
SPSB BuySPDR SER TR$484,000
+2.5%
15,435
+2.6%
0.06%
-4.7%
ZTS  ZOETIS INC$471,000
+20.8%
2,8460.0%0.06%
+11.3%
PH  PARKER-HANNIFIN CORP$455,000
+10.4%
2,2500.0%0.06%
+1.8%
AEP  AMERICAN ELEC PWR CO INC$450,000
+2.7%
5,5000.0%0.06%
-3.4%
VTI SellVANGUARD INDEX FDS$434,000
+4.3%
2,550
-4.1%
0.06%
-1.8%
FBHS  FORTUNE BRANDS HOME & SEC IN$415,000
+35.2%
4,8000.0%0.05%
+26.8%
CAT  CATERPILLAR INC DEL$403,000
+17.8%
2,7000.0%0.05%
+10.9%
ABT  ABBOTT LABS$399,000
+19.1%
3,6620.0%0.05%
+11.1%
DE  DEERE & CO$399,000
+41.0%
1,8000.0%0.05%
+31.6%
IVW BuyISHARES TR$378,000
+13.5%
1,636
+1.8%
0.05%
+6.7%
NXPI  NXP SEMICONDUCTORS N V$374,000
+9.4%
3,0000.0%0.05%
+2.2%
TSLA BuyTESLA INC$375,000
+98.4%
875
+400.0%
0.05%
+80.8%
STPZ  PIMCO ETF TR$368,000
+1.4%
6,8250.0%0.05%
-6.1%
FB BuyFACEBOOK INC$363,000
+24.3%
1,387
+7.8%
0.05%
+17.9%
LIN  LINDE PLC$357,000
+12.3%
1,5000.0%0.04%
+4.7%
PM  PHILIP MORRIS INTL INC$360,000
+7.1%
4,8000.0%0.04%0.0%
HTLF  HEARTLAND FINL USA INC$349,000
-10.3%
11,6310.0%0.04%
-17.0%
CVX SellCHEVRON CORP NEW$342,000
-20.6%
4,750
-1.6%
0.04%
-25.9%
UMBF  UMB FINL CORP$338,000
-4.8%
6,8940.0%0.04%
-10.4%
CERN  CERNER CORP$335,000
+5.7%
4,6310.0%0.04%
-2.3%
BAC  BK OF AMERICA CORP$315,000
+1.3%
13,0920.0%0.04%
-4.8%
DIS BuyDISNEY WALT CO$296,000
+28.1%
2,383
+15.0%
0.04%
+19.4%
CVS SellCVS HEALTH CORP$292,000
-13.4%
5,000
-3.6%
0.04%
-19.6%
IVV SellISHARES TR$286,000
+4.8%
850
-3.6%
0.04%
-2.7%
OTIS SellOTIS WORLDWIDE CORP$282,000
+6.4%
4,512
-3.3%
0.04%0.0%
CMCSA  COMCAST CORP NEW$278,000
+18.8%
6,0130.0%0.04%
+9.4%
CARR SellCARRIER GLOBAL CORPORATION$276,000
+33.3%
9,025
-3.3%
0.04%
+25.0%
EMR  EMERSON ELEC CO$262,000
+5.6%
4,0000.0%0.03%
-2.9%
BSJO BuyINVESCO EXCH TRD SLF IDX FD$265,000
+69.9%
10,975
+65.0%
0.03%
+57.1%
SAIA SellSAIA INC$259,000
+3.6%
2,050
-8.9%
0.03%
-2.9%
CHKP  CHECK POINT SOFTWARE TECH LT$259,000
+12.1%
2,1500.0%0.03%
+6.5%
TJX  TJX COS INC NEW$254,000
+10.0%
4,5660.0%0.03%
+3.2%
WFC  WELLS FARGO CO NEW$246,000
-8.2%
10,4780.0%0.03%
-13.9%
COST  COSTCO WHSL CORP NEW$238,000
+17.2%
6700.0%0.03%
+11.1%
HON  HONEYWELL INTL INC$229,000
+13.9%
1,3900.0%0.03%
+7.4%
IRM  IRON MTN INC NEW$221,000
+2.8%
8,2500.0%0.03%
-3.4%
IEF  ISHARES TR$219,0000.0%1,8000.0%0.03%
-6.7%
RF  REGIONS FINANCIAL CORP NEW$213,000
+3.4%
18,5000.0%0.03%
-3.6%
DXCM  DEXCOM INC$206,000
+1.5%
5000.0%0.03%
-3.7%
ECL  ECOLAB INC$192,000
+0.5%
9590.0%0.02%
-7.7%
WM  WASTE MGMT INC DEL$193,000
+7.2%
1,7030.0%0.02%0.0%
LH  LABORATORY CORP AMER HLDGS$188,000
+13.3%
1,0000.0%0.02%
+9.1%
SLQT BuySELECTQUOTE INC$179,000
+184.1%
8,850
+254.0%
0.02%
+155.6%
KSU  KANSAS CITY SOUTHERN$181,000
+21.5%
1,0000.0%0.02%
+15.0%
VO SellVANGUARD INDEX FDS$182,000
+3.4%
1,032
-3.6%
0.02%
-4.2%
C SellCITIGROUP INC$182,000
-18.4%
4,215
-3.5%
0.02%
-23.3%
ENR  ENERGIZER HLDGS INC NEW$186,000
-17.3%
4,7420.0%0.02%
-23.3%
MNR  MONMOUTH REAL ESTATE INVT CO$173,000
-4.4%
12,4800.0%0.02%
-8.3%
VZ  VERIZON COMMUNICATIONS INC$167,000
+8.4%
2,8000.0%0.02%0.0%
FLO  FLOWERS FOODS INC$155,000
+9.2%
6,3620.0%0.02%
+5.3%
UNH  UNITEDHEALTH GROUP INC$155,000
+5.4%
4970.0%0.02%0.0%
VOE  VANGUARD INDEX FDS$151,000
+5.6%
1,4900.0%0.02%0.0%
AMT  AMERICAN TOWER CORP NEW$150,000
-6.2%
6200.0%0.02%
-13.6%
UNP  UNION PAC CORP$153,000
+16.8%
7750.0%0.02%
+5.6%
MDYG  SPDR SER TR$149,000
+6.4%
2,5940.0%0.02%0.0%
IJS  ISHARES TR$145,000
+1.4%
1,1860.0%0.02%
-5.3%
GRMN  GARMIN LTD$142,000
-2.7%
1,5000.0%0.02%
-10.0%
FXH SellFIRST TR EXCHANGE TRADED FD$142,000
-93.6%
1,495
-93.9%
0.02%
-94.0%
IJT  ISHARES TR$137,000
+3.8%
7790.0%0.02%
-5.6%
ADBE  ADOBE SYSTEMS INCORPORATED$130,000
+13.0%
2650.0%0.02%0.0%
VFC  V F CORP$124,000
+14.8%
1,7650.0%0.02%
+6.7%
BP  BP PLC$126,000
-25.0%
7,2000.0%0.02%
-30.4%
POST  POST HLDGS INC$116,000
-1.7%
1,3500.0%0.02%
-6.2%
DUK  DUKE ENERGY CORP NEW$119,000
+10.2%
1,3480.0%0.02%0.0%
AMLP  ALPS ETF TR$119,000
-19.0%
5,9400.0%0.02%
-25.0%
ED  CONSOLIDATED EDISON INC$111,000
+7.8%
1,4320.0%0.01%0.0%
ANET  ARISTA NETWORKS INC$114,000
-1.7%
5500.0%0.01%
-12.5%
SQ  SQUARE INC$114,000
+56.2%
7000.0%0.01%
+40.0%
EPD  ENTERPRISE PRODS PARTNERS L$106,000
-13.1%
6,7000.0%0.01%
-18.8%
GIS  GENERAL MLS INC$101,0000.0%1,6360.0%0.01%
-7.1%
FISV SellFISERV INC$103,000
-30.4%
1,000
-34.0%
0.01%
-35.0%
ELY  CALLAWAY GOLF CO$96,000
+9.1%
5,0000.0%0.01%0.0%
V  VISA INC$94,000
+4.4%
4680.0%0.01%0.0%
DCPH  DECIPHERA PHARMACEUTICALS IN$93,000
-13.9%
1,8110.0%0.01%
-20.0%
AEE  AMEREN CORP$95,000
+13.1%
1,2000.0%0.01%
+9.1%
SEE  SEALED AIR CORP NEW$99,000
+17.9%
2,5500.0%0.01%
+9.1%
EMN  EASTMAN CHEM CO$86,000
+11.7%
1,1000.0%0.01%
+10.0%
D  DOMINION ENERGY INC$87,000
-2.2%
1,1000.0%0.01%
-8.3%
VB  VANGUARD INDEX FDS$86,000
+4.9%
5600.0%0.01%0.0%
PACW SellPACWEST BANCORP DEL$85,000
-16.7%
5,000
-3.8%
0.01%
-21.4%
BSCP BuyINVESCO EXCH TRD SLF IDX FD$78,000
+609.1%
3,500
+600.0%
0.01%
+900.0%
NVDA SellNVIDIA CORPORATION$81,000
+6.6%
150
-25.0%
0.01%0.0%
FXO SellFIRST TR EXCHANGE TRADED FD$78,000
-95.1%
3,075
-95.0%
0.01%
-95.3%
CW  CURTISS WRIGHT CORP$69,000
+4.5%
7350.0%0.01%0.0%
SHY  ISHARES TR$75,0000.0%8680.0%0.01%
-10.0%
RSP SellINVESCO EXCHANGE TRADED FD T$70,000
-18.6%
650
-23.1%
0.01%
-25.0%
EW  EDWARDS LIFESCIENCES CORP$73,000
+15.9%
9120.0%0.01%0.0%
EFSC  ENTERPRISE FINL SVCS CORP$67,000
-13.0%
2,4600.0%0.01%
-20.0%
AXON  AXON ENTERPRISE INC$63,000
-8.7%
7000.0%0.01%
-11.1%
AJG  GALLAGHER ARTHUR J & CO$53,000
+8.2%
5000.0%0.01%0.0%
BAPR  INNOVATOR ETFS TR$54,000
+3.8%
1,8780.0%0.01%0.0%
WBA  WALGREENS BOOTS ALLIANCE INC$54,000
-15.6%
1,5000.0%0.01%
-22.2%
ITW  ILLINOIS TOOL WKS INC$58,000
+11.5%
3000.0%0.01%0.0%
AVGO  BROADCOM INC$58,000
+16.0%
1580.0%0.01%0.0%
IFV SellFIRST TR EXCHANGE-TRADED FD$58,000
-99.8%
3,100
-99.9%
0.01%
-99.9%
MRNA NewMODERNA INC$57,000800
+100.0%
0.01%
MDLZ  MONDELEZ INTL INC$54,000
+12.5%
9340.0%0.01%
+16.7%
NKE  NIKE INC$57,000
+26.7%
4570.0%0.01%
+16.7%
PLMR  PALOMAR HLDGS INC$52,000
+20.9%
5000.0%0.01%
+16.7%
EPC  EDGEWELL PERS CARE CO$56,000
-9.7%
2,0000.0%0.01%
-12.5%
DOW  DOW INC$52,000
+15.6%
1,1000.0%0.01%
+16.7%
DFS  DISCOVER FINL SVCS$57,000
+14.0%
9900.0%0.01%0.0%
GHYB BuyGOLDMAN SACHS ETF TR$46,000
+820.0%
950
+850.0%
0.01%
+500.0%
TIP  ISHARES TR$51,000
+4.1%
4000.0%0.01%
-14.3%
BIL BuySPDR SER TR$51,000
+37.8%
552
+38.0%
0.01%
+20.0%
SWKS  SKYWORKS SOLUTIONS INC$51,000
+13.3%
3510.0%0.01%0.0%
EGOV  NIC INC$49,000
-14.0%
2,5000.0%0.01%
-25.0%
CORR NewCORENERGY INFRASTRUCTURE TR$48,0008,300
+100.0%
0.01%
TOTL  SSGA ACTIVE ETF TR$45,000
-2.2%
9220.0%0.01%0.0%
MMM  3M CO$50,000
+2.0%
3140.0%0.01%
-14.3%
GLD  SPDR GOLD TR$51,000
+6.2%
2860.0%0.01%0.0%
BK  BANK NEW YORK MELLON CORP$47,000
-9.6%
1,3550.0%0.01%
-14.3%
FMS  FRESENIUS MED CARE AG&CO KGA$49,000
-2.0%
1,1440.0%0.01%
-14.3%
ORLY  OREILLY AUTOMOTIVE INC$46,000
+9.5%
1000.0%0.01%0.0%
MUB  ISHARES TR$46,000
+2.2%
3930.0%0.01%0.0%
REGN NewREGENERON PHARMACEUTICALS$42,00075
+100.0%
0.01%
ALL  ALLSTATE CORP$40,000
-2.4%
4250.0%0.01%
-16.7%
OXY  OCCIDENTAL PETE CORP$40,000
-45.9%
4,0440.0%0.01%
-50.0%
MRK  MERCK & CO. INC$41,000
+5.1%
5000.0%0.01%0.0%
EVRG SellEVERGY INC$35,000
-12.5%
681
-0.1%
0.00%
-20.0%
GE  GENERAL ELECTRIC CO$28,000
-9.7%
4,5610.0%0.00%0.0%
EQIX  EQUINIX INC$30,000
+7.1%
400.0%0.00%0.0%
CFFN BuyCAPITOL FED FINL INC$30,000
+20.0%
3,263
+44.2%
0.00%
+33.3%
TMUS  T-MOBILE US INC$24,000
+14.3%
2060.0%0.00%0.0%
GRWG NewGROWGENERATION CORP$26,0001,600
+100.0%
0.00%
LW  LAMB WESTON HLDGS INC$22,000
+4.8%
3330.0%0.00%0.0%
TWTR  TWITTER INC$27,000
+50.0%
6000.0%0.00%
+50.0%
IJR  ISHARES TR$25,000
+4.2%
3510.0%0.00%0.0%
APD  AIR PRODS & CHEMS INC$21,000
+23.5%
700.0%0.00%
+50.0%
EEFT  EURONET WORLDWIDE INC$27,000
-6.9%
3000.0%0.00%
-25.0%
ESLT  ELBIT SYS LTD$24,000
-11.1%
2000.0%0.00%
-25.0%
SO  SOUTHERN CO$22,000
+4.8%
4000.0%0.00%0.0%
VHT  VANGUARD WORLD FDS$25,000
+8.7%
1210.0%0.00%0.0%
GTY  GETTY RLTY CORP NEW$23,000
-11.5%
8790.0%0.00%
-25.0%
OGE  OGE ENERGY CORP$22,0000.0%7200.0%0.00%0.0%
ULTA  ULTA BEAUTY INC$22,000
+10.0%
1000.0%0.00%0.0%
HDMV SellFIRST TR EXCH TRADED FD III$20,000
-99.8%
700
-99.8%
0.00%
-99.8%
MCK  MCKESSON CORP$22,000
-4.3%
1500.0%0.00%0.0%
KTB  KONTOOR BRANDS INC$27,000
+35.0%
1,1230.0%0.00%0.0%
ETN  EATON CORP PLC$20,000
+17.6%
2000.0%0.00%
+50.0%
ES  EVERSOURCE ENERGY$22,0000.0%2620.0%0.00%0.0%
NUE  NUCOR CORP$22,000
+4.8%
5000.0%0.00%0.0%
RPM NewRPM INTL INC$19,000225
+100.0%
0.00%
SBUX  STARBUCKS CORP$17,000
+13.3%
2000.0%0.00%0.0%
LLY  LILLY ELI & CO$15,000
-6.2%
1000.0%0.00%0.0%
ADM  ARCHER DANIELS MIDLAND CO$19,000
+18.8%
4100.0%0.00%0.0%
FXU SellFIRST TR EXCHANGE TRADED FD$15,000
-65.1%
580
-65.6%
0.00%
-66.7%
SHAK  SHAKE SHACK INC$13,000
+18.2%
2000.0%0.00%
+100.0%
SDY  SPDR SER TR$18,0000.0%2000.0%0.00%0.0%
NEAR NewISHARES U S ETF TR$12,000243
+100.0%
0.00%
FXN  FIRST TR EXCHANGE TRADED FD$19,000
-13.6%
3,4000.0%0.00%
-33.3%
NP  NEENAH INC$19,000
-24.0%
5000.0%0.00%
-33.3%
NTAP  NETAPP INC$15,000
-6.2%
3500.0%0.00%0.0%
VIG  VANGUARD SPECIALIZED FUNDS$15,000
+15.4%
1130.0%0.00%0.0%
CMG  CHIPOTLE MEXICAN GRILL INC$12,000
+9.1%
100.0%0.00%
+100.0%
NOW  SERVICENOW INC$12,000
+20.0%
250.0%0.00%
+100.0%
MDRX  ALLSCRIPTS HEALTHCARE SOLUTN$16,000
+23.1%
1,9250.0%0.00%0.0%
PANW  PALO ALTO NETWORKS INC$18,000
+5.9%
750.0%0.00%0.0%
IJH  ISHARES TR$13,000
+8.3%
700.0%0.00%0.0%
RDSA  ROYAL DUTCH SHELL PLC$15,000
-25.0%
6000.0%0.00%
-33.3%
SPOT NewSPOTIFY TECHNOLOGY S A$12,00050
+100.0%
0.00%
ADX  ADAMS DIVERSIFIED EQUITY FD$17,000
+6.2%
1,0570.0%0.00%0.0%
AWK  AMERICAN WTR WKS CO INC NEW$18,000
+12.5%
1250.0%0.00%0.0%
DEI  DOUGLAS EMMETT INC$13,000
-13.3%
5000.0%0.00%0.0%
MINT NewPIMCO ETF TR$14,000136
+100.0%
0.00%
AZN NewASTRAZENECA PLC$16,000300
+100.0%
0.00%
TROW  PRICE T ROWE GROUP INC$16,000
+6.7%
1250.0%0.00%0.0%
PFG  PRINCIPAL FINANCIAL GROUP IN$12,000
-7.7%
3020.0%0.00%0.0%
SSO BuyPROSHARES TR$15,000
+15.4%
200
+100.0%
0.00%0.0%
ATO NewATMOS ENERGY CORP$14,000146
+100.0%
0.00%
VGT  VANGUARD WORLD FDS$12,000
+9.1%
400.0%0.00%
+100.0%
CXO  CONCHO RES INC$18,000
-14.3%
4000.0%0.00%
-33.3%
CB  CHUBB LIMITED$15,000
-6.2%
1300.0%0.00%0.0%
FLS  FLOWSERVE CORP$14,000
-6.7%
5250.0%0.00%0.0%
T SellAT&T INC$16,000
-23.8%
553
-19.9%
0.00%
-33.3%
VCR  VANGUARD WORLD FDS$7,000
+16.7%
300.0%0.00%0.0%
APA  APACHE CORP$6,000
-25.0%
6000.0%0.00%0.0%
ARCC  ARES CAPITAL CORP$9,0000.0%6430.0%0.00%0.0%
AAWW  ATLAS AIR WORLDWIDE HLDGS IN$10,000
+42.9%
1600.0%0.00%0.0%
BERY  BERRY GLOBAL GROUP INC$6,000
+20.0%
1200.0%0.00%0.0%
BYND  BEYOND MEAT INC$8,000
+14.3%
500.0%0.00%0.0%
HRB  BLOCK H & R INC$11,000
+22.2%
6500.0%0.00%0.0%
CNP  CENTERPOINT ENERGY INC$8,000
+14.3%
4000.0%0.00%0.0%
EIX NewEDISON INTL$7,000134
+100.0%
0.00%
ENB  ENBRIDGE INC$6,000
-14.3%
2210.0%0.00%0.0%
EPM  EVOLUTION PETE CORP$11,000
-21.4%
5,0000.0%0.00%
-50.0%
EXC  EXELON CORP$7,0000.0%2000.0%0.00%0.0%
HPQ NewHP INC$4,000236
+100.0%
0.00%
IVE NewISHARES TR$7,00063
+100.0%
0.00%
ISEE  IVERIC BIO INC$4,0000.0%7500.0%0.00%0.0%
MNKD  MANNKIND CORP$5,0000.0%2,8000.0%0.00%0.0%
MMC  MARSH & MCLENNAN COS INC$9,000
+12.5%
750.0%0.00%0.0%
NTRS  NORTHERN TR CORP$8,0000.0%1000.0%0.00%0.0%
NVS  NOVARTIS AG$7,0000.0%750.0%0.00%0.0%
PFLT  PENNANTPARK FLOATING RATE CA$5,0000.0%6400.0%0.00%0.0%
PSX  PHILLIPS 66$8,000
-33.3%
1630.0%0.00%
-50.0%
PRU  PRUDENTIAL FINL INC$5,0000.0%800.0%0.00%0.0%
FEZ NewSPDR INDEX SHS FDS$4,000112
+100.0%
0.00%
SPG  SIMON PPTY GROUP INC NEW$10,000
-9.1%
1550.0%0.00%0.0%
SNOW NewSNOWFLAKE INC$6,00025
+100.0%
0.00%
SPR  SPIRIT AEROSYSTEMS HLDGS INC$7,000
-12.5%
3500.0%0.00%0.0%
SYK  STRYKER CORPORATION$8,000
+14.3%
390.0%0.00%0.0%
TDOC NewTELADOC HEALTH INC$5,00025
+100.0%
0.00%
TXN  TEXAS INSTRS INC$4,000
+33.3%
250.0%0.00%
UNM  UNUM GROUP$4,0000.0%2500.0%0.00%0.0%
VLO  VALERO ENERGY CORP$9,000
-25.0%
2000.0%0.00%
-50.0%
VOOG  VANGUARD ADMIRAL FDS INC$5,0000.0%250.0%0.00%0.0%
VWO NewVANGUARD INTL EQUITY INDEX F$5,000122
+100.0%
0.00%
VGK NewVANGUARD INTL EQUITY INDEX F$4,00075
+100.0%
0.00%
AFL NewAFLAC INC$9,000238
+100.0%
0.00%
VUG  VANGUARD INDEX FDS$5,000
+25.0%
200.0%0.00%0.0%
XEL  XCEL ENERGY INC$7,000
+16.7%
1000.0%0.00%0.0%
YUM  YUM BRANDS INC$11,000
+10.0%
1160.0%0.00%0.0%
YUMC  YUM CHINA HLDGS INC$6,0000.0%1170.0%0.00%0.0%
GMDA  GAMIDA CELL LTD$4,000
-20.0%
1,0000.0%0.00%0.0%
ARKK  ARK ETF TR$3,000
+50.0%
300.0%0.00%
TLRY  TILRAY INC$040.0%0.00%
TRIB  TRINITY BIOTECH PLC$01000.0%0.00%
RBBN  RIBBON COMMUNICATIONS INC$3,0000.0%7390.0%0.00%
REZI  RESIDEO TECHNOLOGIES INC$080.0%0.00%
RM  REGIONAL MGMT CORP$3,000
-25.0%
2000.0%0.00%
-100.0%
PIPR  PIPER SANDLER COMPANIES$1,0000.0%200.0%0.00%
PRSP NewPERSPECTA INC$08
+100.0%
0.00%
OVV  OVINTIV INC$1,000
-50.0%
1690.0%0.00%
OXYWS NewOCCIDENTAL PETE CORP$2,000505
+100.0%
0.00%
NWL NewNEWELL BRANDS INC$2,000140
+100.0%
0.00%
MSI NewMOTOROLA SOLUTIONS INC$3,00019
+100.0%
0.00%
LXU  LSB INDS INC$1,0000.0%6500.0%0.00%
K NewKELLOGG CO$07
+100.0%
0.00%
EWJ NewISHARES INC$3,00043
+100.0%
0.00%
MGK ExitVANGUARD WORLD FD$0-20
-100.0%
0.00%
IWO NewISHARES TR$1,0005
+100.0%
0.00%
IWN NewISHARES TR$1,00011
+100.0%
0.00%
IWP NewISHARES TR$3,00015
+100.0%
0.00%
IWS NewISHARES TR$1,00015
+100.0%
0.00%
WAB  WABTEC$1,0000.0%160.0%0.00%
IP  INTERNATIONAL PAPER CO$0100.0%0.00%
INO  INOVIO PHARMACEUTICALS INC$3,000
-50.0%
2250.0%0.00%
-100.0%
HPE NewHEWLETT PACKARD ENTERPRISE C$2,000202
+100.0%
0.00%
GPRO  GOPRO INC$1,0000.0%3000.0%0.00%
WKHS NewWORKHORSE GROUP INC$015
+100.0%
0.00%
YRCW  YRC WORLDWIDE INC$030.0%0.00%
GTX ExitGARRETT MOTION INC$0-5
-100.0%
0.00%
URA  GLOBAL X FDS$1,0000.0%500.0%0.00%
FBIZ  FIRST BUS FINL SVCS INC WIS$3,0000.0%2000.0%0.00%
ET  ENERGY TRANSFER LP$1,000
-50.0%
2230.0%0.00%
EBIX  EBIX INC$3,0000.0%1400.0%0.00%
ALC  ALCON AG$1,0000.0%150.0%0.00%
STZ  CONSTELLATION BRANDS INC$1,0000.0%50.0%0.00%
CGC  CANOPY GROWTH CORP$0190.0%0.00%
RIG  TRANSOCEAN LTD$2,000
-60.0%
2,5000.0%0.00%
-100.0%
BMYRT SellBRISTOL-MYERS SQUIBB CO$1,000
-87.5%
520
-75.5%
0.00%
-100.0%
AIGWS  AMERICAN INTL GROUP INC$0970.0%0.00%
ASIX  ADVANSIX INC$020.0%0.00%
NKLA  NIKOLA CORP$3,000
-70.0%
1500.0%0.00%
-100.0%
TMUSR ExitT-MOBILE US INC$0-206
-100.0%
0.00%
DDD  3-D SYS CORP DEL$0500.0%0.00%
VNQ ExitVANGUARD INDEX FDS$0-100
-100.0%
-0.00%
VFH ExitVANGUARD WORLD FDS$0-73
-100.0%
-0.00%
PRNB ExitPRINCIPIA BIOPHARMA INC$0-150
-100.0%
-0.00%
MDT ExitMEDTRONIC PLC$0-100
-100.0%
-0.00%
BA ExitBOEING CO$0-50
-100.0%
-0.00%
SCHW ExitSCHWAB CHARLES CORP$0-475
-100.0%
-0.00%
QQQ ExitINVESCO QQQ TR$0-115
-100.0%
-0.00%
VEA ExitVANGUARD TAX-MANAGED FDS$0-1,695
-100.0%
-0.01%
SCHF ExitSCHWAB STRATEGIC TR$0-5,117
-100.0%
-0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-10-28
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LOCKHEED MARTIN CORP42Q3 20234.3%
Cisco Systems42Q3 20235.1%
THERMO FISHER SCIENTIFIC INC42Q3 20234.3%
MASTERCARD INCORPORATED42Q3 20234.6%
AMERIPRISE FINL INC42Q3 20233.5%
INTEL CORP42Q3 20234.2%
GILEAD SCIENCES INC42Q3 20233.9%
FIFTH THIRD BANCORP42Q3 20233.3%
APPLE INC42Q3 20233.1%
BECTON DICKINSON & CO42Q3 20232.2%

View ATWOOD & PALMER INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-10
13F-HR2024-01-12
13F-HR2023-10-20
13F-HR2023-07-18
13F-HR2023-04-21
13F-HR2023-01-31
13F-HR2022-10-12
13F-HR2022-07-21
13F-HR2022-04-29
13F-HR2022-01-24

View ATWOOD & PALMER INC's complete filings history.

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Export ATWOOD & PALMER INC's holdings