$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 | Sell | GENERAC HLDGS INC | $38,952,000 | +57.7% | 201,157 | -0.7% | 4.90% | +46.9% |
LMT | LOCKHEED MARTIN CORP | $31,161,000 | +5.0% | 81,302 | 0.0% | 3.92% | -2.1% | |
IMTM | Buy | ISHARES TR | $30,109,000 | +19839.7% | 886,075 | +18321.5% | 3.79% | +18860.0% |
GSIE | New | GOLDMAN SACHS ETF TR | $28,377,000 | – | 1,008,065 | +100.0% | 3.57% | – |
MA | Sell | MASTERCARD INCORPORATED | $28,176,000 | +13.7% | 83,318 | -0.6% | 3.55% | +5.9% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $27,643,000 | -12.6% | 62,608 | -28.3% | 3.48% | -18.6% |
AMP | Sell | AMERIPRISE FINL INC | $22,502,000 | +2.3% | 146,010 | -0.4% | 2.83% | -4.7% |
CDW | Sell | CDW CORP | $22,027,000 | +2.7% | 184,277 | -0.2% | 2.77% | -4.3% |
GOOG | Sell | ALPHABET INC | $21,505,000 | +2.7% | 14,633 | -1.2% | 2.71% | -4.3% |
CSCO | Sell | CISCO SYS INC | $21,268,000 | -15.7% | 539,942 | -0.2% | 2.68% | -21.4% |
HOLX | Buy | HOLOGIC INC | $20,599,000 | +17.1% | 309,903 | +0.5% | 2.59% | +9.1% |
VNLA | Buy | JANUS DETROIT STR TR | $20,072,000 | +3.2% | 398,339 | +2.9% | 2.53% | -3.8% |
SONY | Sell | SONY CORP | $20,015,000 | +10.6% | 260,786 | -0.3% | 2.52% | +3.1% |
URI | Sell | UNITED RENTALS INC | $19,649,000 | +16.8% | 112,601 | -0.2% | 2.47% | +8.8% |
JMBS | Buy | JANUS DETROIT STR TR | $19,311,000 | +0.8% | 360,167 | +1.0% | 2.43% | -6.0% |
AAPL | Buy | APPLE INC | $18,687,000 | -17.3% | 161,357 | +160.4% | 2.35% | -23.0% |
VRP | Buy | INVESCO EXCH TRADED FD TR II | $18,392,000 | +5.9% | 747,019 | +0.8% | 2.32% | -1.3% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETF | $18,346,000 | +3.5% | 363,145 | +3.3% | 2.31% | -3.6% |
INTC | Buy | INTEL CORP | $17,660,000 | -13.5% | 341,066 | +0.0% | 2.22% | -19.4% |
PNC | Sell | PNC FINL SVCS GROUP INC | $16,863,000 | +4.3% | 153,422 | -0.1% | 2.12% | -2.8% |
EEM | Sell | ISHARES TR | $15,525,000 | +3.1% | 352,128 | -6.5% | 1.96% | -4.0% |
APTV | Sell | APTIV PLC | $14,779,000 | +17.4% | 161,202 | -0.2% | 1.86% | +9.4% |
GEM | Buy | GOLDMAN SACHS ETF TR | $14,288,000 | +118966.7% | 435,753 | +108838.2% | 1.80% | +89850.0% |
PYPL | Sell | PAYPAL HLDGS INC | $14,044,000 | +13.0% | 71,280 | -0.0% | 1.77% | +5.4% |
GILD | Sell | GILEAD SCIENCES INC | $12,961,000 | -18.0% | 205,114 | -0.2% | 1.63% | -23.6% |
AMGN | Buy | AMGEN INC | $12,756,000 | +10.5% | 50,189 | +2.6% | 1.61% | +2.9% |
FITB | Sell | FIFTH THIRD BANCORP | $12,717,000 | +9.9% | 596,472 | -0.6% | 1.60% | +2.4% |
DHI | Buy | D R HORTON INC | $12,347,000 | +37.6% | 163,261 | +0.9% | 1.56% | +28.2% |
ABBV | Buy | ABBVIE INC | $11,179,000 | -9.8% | 127,625 | +1.1% | 1.41% | -15.9% |
BIIB | Buy | BIOGEN INC | $10,676,000 | +6.5% | 37,635 | +0.5% | 1.34% | -0.8% |
ON | ON SEMICONDUCTOR CORP | $10,338,000 | +9.4% | 476,603 | 0.0% | 1.30% | +2.0% | |
WMT | Buy | WALMART INC | $10,231,000 | +18.5% | 73,123 | +1.5% | 1.29% | +10.4% |
LOW | Buy | LOWES COS INC | $9,572,000 | +23.1% | 57,710 | +0.3% | 1.20% | +14.7% |
BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $8,483,000 | +1.1% | 397,891 | +1.3% | 1.07% | -5.8% |
KMB | Sell | KIMBERLY CLARK CORP | $8,463,000 | +4.1% | 57,315 | -0.3% | 1.07% | -3.0% |
DWFI | Sell | SPDR 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% | 45,106 | 0.0% | 0.92% | -17.6% | |
TPYP | Buy | MANAGED PORTFOLIO SERIES | $7,249,000 | -8.9% | 483,918 | +0.5% | 0.91% | -15.1% |
BDX | Sell | BECTON DICKINSON & CO | $7,236,000 | -3.4% | 31,097 | -0.6% | 0.91% | -10.0% |
BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $7,034,000 | -3.5% | 331,502 | -3.2% | 0.89% | -10.1% |
FV | Sell | FIRST TR EXCHANGE-TRADED FD | $6,996,000 | +2.5% | 205,028 | -3.4% | 0.88% | -4.6% |
NOC | Buy | NORTHROP GRUMMAN CORP | $6,543,000 | +3.1% | 20,740 | +0.5% | 0.82% | -3.9% |
BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $6,305,000 | +4.1% | 288,697 | +4.0% | 0.79% | -2.9% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $6,085,000 | +0.5% | 35,826 | +0.4% | 0.77% | -6.5% |
BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $5,784,000 | -3.7% | 247,596 | -4.0% | 0.73% | -10.3% |
HD | Buy | HOME DEPOT INC | $5,156,000 | +11.7% | 18,566 | +0.7% | 0.65% | +4.0% |
BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $4,170,000 | +4.3% | 181,777 | +3.2% | 0.52% | -2.8% |
BSCN | Buy | INVESCO 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% | 23,890 | 0.0% | 0.45% | -1.3% | |
PG | PROCTER AND GAMBLE CO | $2,844,000 | +16.2% | 20,461 | 0.0% | 0.36% | +8.2% | |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $2,318,000 | -13.5% | 12,307 | -21.7% | 0.29% | -19.3% |
FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,223,000 | -14.2% | 24,455 | -21.3% | 0.28% | -20.0% |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,155,000 | -14.5% | 18,385 | -20.4% | 0.27% | -20.3% |
BSJM | Buy | INVESCO 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% | 26,900 | 0.0% | 0.26% | -1.9% | |
FXD | Buy | FIRST 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% | 60,175 | 0.0% | 0.25% | -16.4% | |
PEP | Buy | PEPSICO INC | $1,722,000 | +4.9% | 12,425 | +0.1% | 0.22% | -2.3% |
GOOGL | ALPHABET INC | $1,696,000 | +3.4% | 1,157 | 0.0% | 0.21% | -3.6% | |
FBT | Buy | FIRST TR EXCHANGE-TRADED FD | $1,681,000 | +5696.6% | 10,690 | +6008.6% | 0.21% | +5200.0% |
SPY | Sell | SPDR S&P 500 ETF TR | $1,508,000 | +6.2% | 4,502 | -2.3% | 0.19% | -1.0% |
MSFT | Sell | MICROSOFT CORP | $1,470,000 | -2.8% | 6,989 | -6.0% | 0.18% | -9.8% |
USB | Sell | US BANCORP DEL | $1,208,000 | -3.6% | 33,683 | -1.0% | 0.15% | -10.1% |
AMZN | Sell | AMAZON COM INC | $1,193,000 | +8.1% | 379 | -5.2% | 0.15% | +0.7% |
BSCO | Buy | INVESCO 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% | 3,923 | 0.0% | 0.14% | +7.9% | |
GBIL | Buy | GOLDMAN SACHS ETF TR | $1,067,000 | +2.3% | 10,625 | +2.4% | 0.13% | -5.0% |
PAYX | PAYCHEX INC | $1,028,000 | +5.3% | 12,887 | 0.0% | 0.13% | -2.3% | |
CBSH | COMMERCE BANCSHARES INC | $1,024,000 | -5.4% | 18,194 | 0.0% | 0.13% | -11.6% | |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $886,000 | +17.8% | 4,162 | -1.2% | 0.11% | +9.8% |
BMY | BRISTOL-MYERS SQUIBB CO | $839,000 | +2.6% | 13,916 | 0.0% | 0.11% | -4.5% | |
HTH | HILLTOP HOLDINGS INC | $836,000 | +11.6% | 40,600 | 0.0% | 0.10% | +4.0% | |
PFE | PFIZER INC | $811,000 | +12.3% | 22,086 | 0.0% | 0.10% | +4.1% | |
ADP | AUTOMATIC DATA PROCESSING IN | $809,000 | -6.4% | 5,800 | 0.0% | 0.10% | -12.8% | |
MCO | MOODYS CORP | $812,000 | +5.6% | 2,800 | 0.0% | 0.10% | -1.9% | |
BSJN | Buy | INVESCO 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% | 13,657 | 0.0% | 0.10% | -13.2% | |
JPM | JPMORGAN CHASE & CO | $771,000 | +2.3% | 8,013 | 0.0% | 0.10% | -4.9% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $754,000 | -0.5% | 6,200 | -1.2% | 0.10% | -6.9% |
ORCL | ORACLE CORP | $621,000 | +8.0% | 10,400 | 0.0% | 0.08% | 0.0% | |
XOM | EXXON MOBIL CORP | $603,000 | -23.2% | 17,557 | 0.0% | 0.08% | -28.3% | |
MCD | Buy | MCDONALDS CORP | $594,000 | +24.5% | 2,708 | +4.6% | 0.08% | +17.2% |
IGSB | Sell | ISHARES TR | $576,000 | -1.0% | 10,487 | -1.4% | 0.07% | -7.6% |
QCOM | QUALCOMM INC | $559,000 | +29.1% | 4,750 | 0.0% | 0.07% | +18.6% | |
KO | COCA COLA CO | $536,000 | +10.5% | 10,857 | 0.0% | 0.07% | +1.5% | |
MO | ALTRIA GROUP INC | $526,000 | -1.5% | 13,600 | 0.0% | 0.07% | -8.3% | |
AVNS | AVANOS MED INC | $498,000 | +12.9% | 15,000 | 0.0% | 0.06% | +5.0% | |
SRE | SEMPRA ENERGY | $487,000 | +1.0% | 4,113 | 0.0% | 0.06% | -6.2% | |
SPSB | Buy | SPDR SER TR | $484,000 | +2.5% | 15,435 | +2.6% | 0.06% | -4.7% |
ZTS | ZOETIS INC | $471,000 | +20.8% | 2,846 | 0.0% | 0.06% | +11.3% | |
PH | PARKER-HANNIFIN CORP | $455,000 | +10.4% | 2,250 | 0.0% | 0.06% | +1.8% | |
AEP | AMERICAN ELEC PWR CO INC | $450,000 | +2.7% | 5,500 | 0.0% | 0.06% | -3.4% | |
VTI | Sell | VANGUARD INDEX FDS | $434,000 | +4.3% | 2,550 | -4.1% | 0.06% | -1.8% |
FBHS | FORTUNE BRANDS HOME & SEC IN | $415,000 | +35.2% | 4,800 | 0.0% | 0.05% | +26.8% | |
CAT | CATERPILLAR INC DEL | $403,000 | +17.8% | 2,700 | 0.0% | 0.05% | +10.9% | |
ABT | ABBOTT LABS | $399,000 | +19.1% | 3,662 | 0.0% | 0.05% | +11.1% | |
DE | DEERE & CO | $399,000 | +41.0% | 1,800 | 0.0% | 0.05% | +31.6% | |
IVW | Buy | ISHARES TR | $378,000 | +13.5% | 1,636 | +1.8% | 0.05% | +6.7% |
NXPI | NXP SEMICONDUCTORS N V | $374,000 | +9.4% | 3,000 | 0.0% | 0.05% | +2.2% | |
TSLA | Buy | TESLA INC | $375,000 | +98.4% | 875 | +400.0% | 0.05% | +80.8% |
STPZ | PIMCO ETF TR | $368,000 | +1.4% | 6,825 | 0.0% | 0.05% | -6.1% | |
FB | Buy | FACEBOOK INC | $363,000 | +24.3% | 1,387 | +7.8% | 0.05% | +17.9% |
LIN | LINDE PLC | $357,000 | +12.3% | 1,500 | 0.0% | 0.04% | +4.7% | |
PM | PHILIP MORRIS INTL INC | $360,000 | +7.1% | 4,800 | 0.0% | 0.04% | 0.0% | |
HTLF | HEARTLAND FINL USA INC | $349,000 | -10.3% | 11,631 | 0.0% | 0.04% | -17.0% | |
CVX | Sell | CHEVRON CORP NEW | $342,000 | -20.6% | 4,750 | -1.6% | 0.04% | -25.9% |
UMBF | UMB FINL CORP | $338,000 | -4.8% | 6,894 | 0.0% | 0.04% | -10.4% | |
CERN | CERNER CORP | $335,000 | +5.7% | 4,631 | 0.0% | 0.04% | -2.3% | |
BAC | BK OF AMERICA CORP | $315,000 | +1.3% | 13,092 | 0.0% | 0.04% | -4.8% | |
DIS | Buy | DISNEY WALT CO | $296,000 | +28.1% | 2,383 | +15.0% | 0.04% | +19.4% |
CVS | Sell | CVS HEALTH CORP | $292,000 | -13.4% | 5,000 | -3.6% | 0.04% | -19.6% |
IVV | Sell | ISHARES TR | $286,000 | +4.8% | 850 | -3.6% | 0.04% | -2.7% |
OTIS | Sell | OTIS WORLDWIDE CORP | $282,000 | +6.4% | 4,512 | -3.3% | 0.04% | 0.0% |
CMCSA | COMCAST CORP NEW | $278,000 | +18.8% | 6,013 | 0.0% | 0.04% | +9.4% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $276,000 | +33.3% | 9,025 | -3.3% | 0.04% | +25.0% |
EMR | EMERSON ELEC CO | $262,000 | +5.6% | 4,000 | 0.0% | 0.03% | -2.9% | |
BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $265,000 | +69.9% | 10,975 | +65.0% | 0.03% | +57.1% |
SAIA | Sell | SAIA INC | $259,000 | +3.6% | 2,050 | -8.9% | 0.03% | -2.9% |
CHKP | CHECK POINT SOFTWARE TECH LT | $259,000 | +12.1% | 2,150 | 0.0% | 0.03% | +6.5% | |
TJX | TJX COS INC NEW | $254,000 | +10.0% | 4,566 | 0.0% | 0.03% | +3.2% | |
WFC | WELLS FARGO CO NEW | $246,000 | -8.2% | 10,478 | 0.0% | 0.03% | -13.9% | |
COST | COSTCO WHSL CORP NEW | $238,000 | +17.2% | 670 | 0.0% | 0.03% | +11.1% | |
HON | HONEYWELL INTL INC | $229,000 | +13.9% | 1,390 | 0.0% | 0.03% | +7.4% | |
IRM | IRON MTN INC NEW | $221,000 | +2.8% | 8,250 | 0.0% | 0.03% | -3.4% | |
IEF | ISHARES TR | $219,000 | 0.0% | 1,800 | 0.0% | 0.03% | -6.7% | |
RF | REGIONS FINANCIAL CORP NEW | $213,000 | +3.4% | 18,500 | 0.0% | 0.03% | -3.6% | |
DXCM | DEXCOM INC | $206,000 | +1.5% | 500 | 0.0% | 0.03% | -3.7% | |
ECL | ECOLAB INC | $192,000 | +0.5% | 959 | 0.0% | 0.02% | -7.7% | |
WM | WASTE MGMT INC DEL | $193,000 | +7.2% | 1,703 | 0.0% | 0.02% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS | $188,000 | +13.3% | 1,000 | 0.0% | 0.02% | +9.1% | |
SLQT | Buy | SELECTQUOTE INC | $179,000 | +184.1% | 8,850 | +254.0% | 0.02% | +155.6% |
KSU | KANSAS CITY SOUTHERN | $181,000 | +21.5% | 1,000 | 0.0% | 0.02% | +15.0% | |
VO | Sell | VANGUARD INDEX FDS | $182,000 | +3.4% | 1,032 | -3.6% | 0.02% | -4.2% |
C | Sell | CITIGROUP INC | $182,000 | -18.4% | 4,215 | -3.5% | 0.02% | -23.3% |
ENR | ENERGIZER HLDGS INC NEW | $186,000 | -17.3% | 4,742 | 0.0% | 0.02% | -23.3% | |
MNR | MONMOUTH REAL ESTATE INVT CO | $173,000 | -4.4% | 12,480 | 0.0% | 0.02% | -8.3% | |
VZ | VERIZON COMMUNICATIONS INC | $167,000 | +8.4% | 2,800 | 0.0% | 0.02% | 0.0% | |
FLO | FLOWERS FOODS INC | $155,000 | +9.2% | 6,362 | 0.0% | 0.02% | +5.3% | |
UNH | UNITEDHEALTH GROUP INC | $155,000 | +5.4% | 497 | 0.0% | 0.02% | 0.0% | |
VOE | VANGUARD INDEX FDS | $151,000 | +5.6% | 1,490 | 0.0% | 0.02% | 0.0% | |
AMT | AMERICAN TOWER CORP NEW | $150,000 | -6.2% | 620 | 0.0% | 0.02% | -13.6% | |
UNP | UNION PAC CORP | $153,000 | +16.8% | 775 | 0.0% | 0.02% | +5.6% | |
MDYG | SPDR SER TR | $149,000 | +6.4% | 2,594 | 0.0% | 0.02% | 0.0% | |
IJS | ISHARES TR | $145,000 | +1.4% | 1,186 | 0.0% | 0.02% | -5.3% | |
GRMN | GARMIN LTD | $142,000 | -2.7% | 1,500 | 0.0% | 0.02% | -10.0% | |
FXH | Sell | FIRST TR EXCHANGE TRADED FD | $142,000 | -93.6% | 1,495 | -93.9% | 0.02% | -94.0% |
IJT | ISHARES TR | $137,000 | +3.8% | 779 | 0.0% | 0.02% | -5.6% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $130,000 | +13.0% | 265 | 0.0% | 0.02% | 0.0% | |
VFC | V F CORP | $124,000 | +14.8% | 1,765 | 0.0% | 0.02% | +6.7% | |
BP | BP PLC | $126,000 | -25.0% | 7,200 | 0.0% | 0.02% | -30.4% | |
POST | POST HLDGS INC | $116,000 | -1.7% | 1,350 | 0.0% | 0.02% | -6.2% | |
DUK | DUKE ENERGY CORP NEW | $119,000 | +10.2% | 1,348 | 0.0% | 0.02% | 0.0% | |
AMLP | ALPS ETF TR | $119,000 | -19.0% | 5,940 | 0.0% | 0.02% | -25.0% | |
ED | CONSOLIDATED EDISON INC | $111,000 | +7.8% | 1,432 | 0.0% | 0.01% | 0.0% | |
ANET | ARISTA NETWORKS INC | $114,000 | -1.7% | 550 | 0.0% | 0.01% | -12.5% | |
SQ | SQUARE INC | $114,000 | +56.2% | 700 | 0.0% | 0.01% | +40.0% | |
EPD | ENTERPRISE PRODS PARTNERS L | $106,000 | -13.1% | 6,700 | 0.0% | 0.01% | -18.8% | |
GIS | GENERAL MLS INC | $101,000 | 0.0% | 1,636 | 0.0% | 0.01% | -7.1% | |
FISV | Sell | FISERV INC | $103,000 | -30.4% | 1,000 | -34.0% | 0.01% | -35.0% |
ELY | CALLAWAY GOLF CO | $96,000 | +9.1% | 5,000 | 0.0% | 0.01% | 0.0% | |
V | VISA INC | $94,000 | +4.4% | 468 | 0.0% | 0.01% | 0.0% | |
DCPH | DECIPHERA PHARMACEUTICALS IN | $93,000 | -13.9% | 1,811 | 0.0% | 0.01% | -20.0% | |
AEE | AMEREN CORP | $95,000 | +13.1% | 1,200 | 0.0% | 0.01% | +9.1% | |
SEE | SEALED AIR CORP NEW | $99,000 | +17.9% | 2,550 | 0.0% | 0.01% | +9.1% | |
EMN | EASTMAN CHEM CO | $86,000 | +11.7% | 1,100 | 0.0% | 0.01% | +10.0% | |
D | DOMINION ENERGY INC | $87,000 | -2.2% | 1,100 | 0.0% | 0.01% | -8.3% | |
VB | VANGUARD INDEX FDS | $86,000 | +4.9% | 560 | 0.0% | 0.01% | 0.0% | |
PACW | Sell | PACWEST BANCORP DEL | $85,000 | -16.7% | 5,000 | -3.8% | 0.01% | -21.4% |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $78,000 | +609.1% | 3,500 | +600.0% | 0.01% | +900.0% |
NVDA | Sell | NVIDIA CORPORATION | $81,000 | +6.6% | 150 | -25.0% | 0.01% | 0.0% |
FXO | Sell | FIRST TR EXCHANGE TRADED FD | $78,000 | -95.1% | 3,075 | -95.0% | 0.01% | -95.3% |
CW | CURTISS WRIGHT CORP | $69,000 | +4.5% | 735 | 0.0% | 0.01% | 0.0% | |
SHY | ISHARES TR | $75,000 | 0.0% | 868 | 0.0% | 0.01% | -10.0% | |
RSP | Sell | INVESCO EXCHANGE TRADED FD T | $70,000 | -18.6% | 650 | -23.1% | 0.01% | -25.0% |
EW | EDWARDS LIFESCIENCES CORP | $73,000 | +15.9% | 912 | 0.0% | 0.01% | 0.0% | |
EFSC | ENTERPRISE FINL SVCS CORP | $67,000 | -13.0% | 2,460 | 0.0% | 0.01% | -20.0% | |
AXON | AXON ENTERPRISE INC | $63,000 | -8.7% | 700 | 0.0% | 0.01% | -11.1% | |
AJG | GALLAGHER ARTHUR J & CO | $53,000 | +8.2% | 500 | 0.0% | 0.01% | 0.0% | |
BAPR | INNOVATOR ETFS TR | $54,000 | +3.8% | 1,878 | 0.0% | 0.01% | 0.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $54,000 | -15.6% | 1,500 | 0.0% | 0.01% | -22.2% | |
ITW | ILLINOIS TOOL WKS INC | $58,000 | +11.5% | 300 | 0.0% | 0.01% | 0.0% | |
AVGO | BROADCOM INC | $58,000 | +16.0% | 158 | 0.0% | 0.01% | 0.0% | |
IFV | Sell | FIRST TR EXCHANGE-TRADED FD | $58,000 | -99.8% | 3,100 | -99.9% | 0.01% | -99.9% |
MRNA | New | MODERNA INC | $57,000 | – | 800 | +100.0% | 0.01% | – |
MDLZ | MONDELEZ INTL INC | $54,000 | +12.5% | 934 | 0.0% | 0.01% | +16.7% | |
NKE | NIKE INC | $57,000 | +26.7% | 457 | 0.0% | 0.01% | +16.7% | |
PLMR | PALOMAR HLDGS INC | $52,000 | +20.9% | 500 | 0.0% | 0.01% | +16.7% | |
EPC | EDGEWELL PERS CARE CO | $56,000 | -9.7% | 2,000 | 0.0% | 0.01% | -12.5% | |
DOW | DOW INC | $52,000 | +15.6% | 1,100 | 0.0% | 0.01% | +16.7% | |
DFS | DISCOVER FINL SVCS | $57,000 | +14.0% | 990 | 0.0% | 0.01% | 0.0% | |
GHYB | Buy | GOLDMAN SACHS ETF TR | $46,000 | +820.0% | 950 | +850.0% | 0.01% | +500.0% |
TIP | ISHARES TR | $51,000 | +4.1% | 400 | 0.0% | 0.01% | -14.3% | |
BIL | Buy | SPDR SER TR | $51,000 | +37.8% | 552 | +38.0% | 0.01% | +20.0% |
SWKS | SKYWORKS SOLUTIONS INC | $51,000 | +13.3% | 351 | 0.0% | 0.01% | 0.0% | |
EGOV | NIC INC | $49,000 | -14.0% | 2,500 | 0.0% | 0.01% | -25.0% | |
CORR | New | CORENERGY INFRASTRUCTURE TR | $48,000 | – | 8,300 | +100.0% | 0.01% | – |
TOTL | SSGA ACTIVE ETF TR | $45,000 | -2.2% | 922 | 0.0% | 0.01% | 0.0% | |
MMM | 3M CO | $50,000 | +2.0% | 314 | 0.0% | 0.01% | -14.3% | |
GLD | SPDR GOLD TR | $51,000 | +6.2% | 286 | 0.0% | 0.01% | 0.0% | |
BK | BANK NEW YORK MELLON CORP | $47,000 | -9.6% | 1,355 | 0.0% | 0.01% | -14.3% | |
FMS | FRESENIUS MED CARE AG&CO KGA | $49,000 | -2.0% | 1,144 | 0.0% | 0.01% | -14.3% | |
ORLY | OREILLY AUTOMOTIVE INC | $46,000 | +9.5% | 100 | 0.0% | 0.01% | 0.0% | |
MUB | ISHARES TR | $46,000 | +2.2% | 393 | 0.0% | 0.01% | 0.0% | |
REGN | New | REGENERON PHARMACEUTICALS | $42,000 | – | 75 | +100.0% | 0.01% | – |
ALL | ALLSTATE CORP | $40,000 | -2.4% | 425 | 0.0% | 0.01% | -16.7% | |
OXY | OCCIDENTAL PETE CORP | $40,000 | -45.9% | 4,044 | 0.0% | 0.01% | -50.0% | |
MRK | MERCK & CO. INC | $41,000 | +5.1% | 500 | 0.0% | 0.01% | 0.0% | |
EVRG | Sell | EVERGY INC | $35,000 | -12.5% | 681 | -0.1% | 0.00% | -20.0% |
GE | GENERAL ELECTRIC CO | $28,000 | -9.7% | 4,561 | 0.0% | 0.00% | 0.0% | |
EQIX | EQUINIX INC | $30,000 | +7.1% | 40 | 0.0% | 0.00% | 0.0% | |
CFFN | Buy | CAPITOL FED FINL INC | $30,000 | +20.0% | 3,263 | +44.2% | 0.00% | +33.3% |
TMUS | T-MOBILE US INC | $24,000 | +14.3% | 206 | 0.0% | 0.00% | 0.0% | |
GRWG | New | GROWGENERATION CORP | $26,000 | – | 1,600 | +100.0% | 0.00% | – |
LW | LAMB WESTON HLDGS INC | $22,000 | +4.8% | 333 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC | $27,000 | +50.0% | 600 | 0.0% | 0.00% | +50.0% | |
IJR | ISHARES TR | $25,000 | +4.2% | 351 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $21,000 | +23.5% | 70 | 0.0% | 0.00% | +50.0% | |
EEFT | EURONET WORLDWIDE INC | $27,000 | -6.9% | 300 | 0.0% | 0.00% | -25.0% | |
ESLT | ELBIT SYS LTD | $24,000 | -11.1% | 200 | 0.0% | 0.00% | -25.0% | |
SO | SOUTHERN CO | $22,000 | +4.8% | 400 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD WORLD FDS | $25,000 | +8.7% | 121 | 0.0% | 0.00% | 0.0% | |
GTY | GETTY RLTY CORP NEW | $23,000 | -11.5% | 879 | 0.0% | 0.00% | -25.0% | |
OGE | OGE ENERGY CORP | $22,000 | 0.0% | 720 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC | $22,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
HDMV | Sell | FIRST TR EXCH TRADED FD III | $20,000 | -99.8% | 700 | -99.8% | 0.00% | -99.8% |
MCK | MCKESSON CORP | $22,000 | -4.3% | 150 | 0.0% | 0.00% | 0.0% | |
KTB | KONTOOR BRANDS INC | $27,000 | +35.0% | 1,123 | 0.0% | 0.00% | 0.0% | |
ETN | EATON CORP PLC | $20,000 | +17.6% | 200 | 0.0% | 0.00% | +50.0% | |
ES | EVERSOURCE ENERGY | $22,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP | $22,000 | +4.8% | 500 | 0.0% | 0.00% | 0.0% | |
RPM | New | RPM INTL INC | $19,000 | – | 225 | +100.0% | 0.00% | – |
SBUX | STARBUCKS CORP | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% | |
LLY | LILLY ELI & CO | $15,000 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $19,000 | +18.8% | 410 | 0.0% | 0.00% | 0.0% | |
FXU | Sell | FIRST TR EXCHANGE TRADED FD | $15,000 | -65.1% | 580 | -65.6% | 0.00% | -66.7% |
SHAK | SHAKE SHACK INC | $13,000 | +18.2% | 200 | 0.0% | 0.00% | +100.0% | |
SDY | SPDR SER TR | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
NEAR | New | ISHARES U S ETF TR | $12,000 | – | 243 | +100.0% | 0.00% | – |
FXN | FIRST TR EXCHANGE TRADED FD | $19,000 | -13.6% | 3,400 | 0.0% | 0.00% | -33.3% | |
NP | NEENAH INC | $19,000 | -24.0% | 500 | 0.0% | 0.00% | -33.3% | |
NTAP | NETAPP INC | $15,000 | -6.2% | 350 | 0.0% | 0.00% | 0.0% | |
VIG | VANGUARD SPECIALIZED FUNDS | $15,000 | +15.4% | 113 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $12,000 | +9.1% | 10 | 0.0% | 0.00% | +100.0% | |
NOW | SERVICENOW INC | $12,000 | +20.0% | 25 | 0.0% | 0.00% | +100.0% | |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $16,000 | +23.1% | 1,925 | 0.0% | 0.00% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $18,000 | +5.9% | 75 | 0.0% | 0.00% | 0.0% | |
IJH | ISHARES TR | $13,000 | +8.3% | 70 | 0.0% | 0.00% | 0.0% | |
RDSA | ROYAL DUTCH SHELL PLC | $15,000 | -25.0% | 600 | 0.0% | 0.00% | -33.3% | |
SPOT | New | SPOTIFY TECHNOLOGY S A | $12,000 | – | 50 | +100.0% | 0.00% | – |
ADX | ADAMS DIVERSIFIED EQUITY FD | $17,000 | +6.2% | 1,057 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $18,000 | +12.5% | 125 | 0.0% | 0.00% | 0.0% | |
DEI | DOUGLAS EMMETT INC | $13,000 | -13.3% | 500 | 0.0% | 0.00% | 0.0% | |
MINT | New | PIMCO ETF TR | $14,000 | – | 136 | +100.0% | 0.00% | – |
AZN | New | ASTRAZENECA PLC | $16,000 | – | 300 | +100.0% | 0.00% | – |
TROW | PRICE T ROWE GROUP INC | $16,000 | +6.7% | 125 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $12,000 | -7.7% | 302 | 0.0% | 0.00% | 0.0% | |
SSO | Buy | PROSHARES TR | $15,000 | +15.4% | 200 | +100.0% | 0.00% | 0.0% |
ATO | New | ATMOS ENERGY CORP | $14,000 | – | 146 | +100.0% | 0.00% | – |
VGT | VANGUARD WORLD FDS | $12,000 | +9.1% | 40 | 0.0% | 0.00% | +100.0% | |
CXO | CONCHO RES INC | $18,000 | -14.3% | 400 | 0.0% | 0.00% | -33.3% | |
CB | CHUBB LIMITED | $15,000 | -6.2% | 130 | 0.0% | 0.00% | 0.0% | |
FLS | FLOWSERVE CORP | $14,000 | -6.7% | 525 | 0.0% | 0.00% | 0.0% | |
T | Sell | AT&T INC | $16,000 | -23.8% | 553 | -19.9% | 0.00% | -33.3% |
VCR | VANGUARD WORLD FDS | $7,000 | +16.7% | 30 | 0.0% | 0.00% | 0.0% | |
APA | APACHE CORP | $6,000 | -25.0% | 600 | 0.0% | 0.00% | 0.0% | |
ARCC | ARES CAPITAL CORP | $9,000 | 0.0% | 643 | 0.0% | 0.00% | 0.0% | |
AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $10,000 | +42.9% | 160 | 0.0% | 0.00% | 0.0% | |
BERY | BERRY GLOBAL GROUP INC | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% | |
BYND | BEYOND MEAT INC | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
HRB | BLOCK H & R INC | $11,000 | +22.2% | 650 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $8,000 | +14.3% | 400 | 0.0% | 0.00% | 0.0% | |
EIX | New | EDISON INTL | $7,000 | – | 134 | +100.0% | 0.00% | – |
ENB | ENBRIDGE INC | $6,000 | -14.3% | 221 | 0.0% | 0.00% | 0.0% | |
EPM | EVOLUTION PETE CORP | $11,000 | -21.4% | 5,000 | 0.0% | 0.00% | -50.0% | |
EXC | EXELON CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
HPQ | New | HP INC | $4,000 | – | 236 | +100.0% | 0.00% | – |
IVE | New | ISHARES TR | $7,000 | – | 63 | +100.0% | 0.00% | – |
ISEE | IVERIC BIO INC | $4,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
MNKD | MANNKIND CORP | $5,000 | 0.0% | 2,800 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $9,000 | +12.5% | 75 | 0.0% | 0.00% | 0.0% | |
NTRS | NORTHERN TR CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NVS | NOVARTIS AG | $7,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
PFLT | PENNANTPARK FLOATING RATE CA | $5,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $8,000 | -33.3% | 163 | 0.0% | 0.00% | -50.0% | |
PRU | PRUDENTIAL FINL INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
FEZ | New | SPDR INDEX SHS FDS | $4,000 | – | 112 | +100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW | $10,000 | -9.1% | 155 | 0.0% | 0.00% | 0.0% | |
SNOW | New | SNOWFLAKE INC | $6,000 | – | 25 | +100.0% | 0.00% | – |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $7,000 | -12.5% | 350 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $8,000 | +14.3% | 39 | 0.0% | 0.00% | 0.0% | |
TDOC | New | TELADOC HEALTH INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
TXN | TEXAS INSTRS INC | $4,000 | +33.3% | 25 | 0.0% | 0.00% | – | |
UNM | UNUM GROUP | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $9,000 | -25.0% | 200 | 0.0% | 0.00% | -50.0% | |
VOOG | VANGUARD ADMIRAL FDS INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
VWO | New | VANGUARD INTL EQUITY INDEX F | $5,000 | – | 122 | +100.0% | 0.00% | – |
VGK | New | VANGUARD INTL EQUITY INDEX F | $4,000 | – | 75 | +100.0% | 0.00% | – |
AFL | New | AFLAC INC | $9,000 | – | 238 | +100.0% | 0.00% | – |
VUG | VANGUARD INDEX FDS | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
XEL | XCEL ENERGY INC | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
YUM | YUM BRANDS INC | $11,000 | +10.0% | 116 | 0.0% | 0.00% | 0.0% | |
YUMC | YUM CHINA HLDGS INC | $6,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
GMDA | GAMIDA CELL LTD | $4,000 | -20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
ARKK | ARK ETF TR | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – | |
TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
RBBN | RIBBON COMMUNICATIONS INC | $3,000 | 0.0% | 739 | 0.0% | 0.00% | – | |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 8 | 0.0% | 0.00% | – | |
RM | REGIONAL MGMT CORP | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -100.0% | |
PIPR | PIPER SANDLER COMPANIES | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
PRSP | New | PERSPECTA INC | $0 | – | 8 | +100.0% | 0.00% | – |
OVV | OVINTIV INC | $1,000 | -50.0% | 169 | 0.0% | 0.00% | – | |
OXYWS | New | OCCIDENTAL PETE CORP | $2,000 | – | 505 | +100.0% | 0.00% | – |
NWL | New | NEWELL BRANDS INC | $2,000 | – | 140 | +100.0% | 0.00% | – |
MSI | New | MOTOROLA SOLUTIONS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
LXU | LSB INDS INC | $1,000 | 0.0% | 650 | 0.0% | 0.00% | – | |
K | New | KELLOGG CO | $0 | – | 7 | +100.0% | 0.00% | – |
EWJ | New | ISHARES INC | $3,000 | – | 43 | +100.0% | 0.00% | – |
MGK | Exit | VANGUARD WORLD FD | $0 | – | -20 | -100.0% | 0.00% | – |
IWO | New | ISHARES TR | $1,000 | – | 5 | +100.0% | 0.00% | – |
IWN | New | ISHARES TR | $1,000 | – | 11 | +100.0% | 0.00% | – |
IWP | New | ISHARES TR | $3,000 | – | 15 | +100.0% | 0.00% | – |
IWS | New | ISHARES TR | $1,000 | – | 15 | +100.0% | 0.00% | – |
WAB | WABTEC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
IP | INTERNATIONAL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
INO | INOVIO PHARMACEUTICALS INC | $3,000 | -50.0% | 225 | 0.0% | 0.00% | -100.0% | |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $2,000 | – | 202 | +100.0% | 0.00% | – |
GPRO | GOPRO INC | $1,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
WKHS | New | WORKHORSE GROUP INC | $0 | – | 15 | +100.0% | 0.00% | – |
YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
GTX | Exit | GARRETT MOTION INC | $0 | – | -5 | -100.0% | 0.00% | – |
URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
FBIZ | FIRST BUS FINL SVCS INC WIS | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
ET | ENERGY TRANSFER LP | $1,000 | -50.0% | 223 | 0.0% | 0.00% | – | |
EBIX | EBIX INC | $3,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
ALC | ALCON AG | $1,000 | 0.0% | 15 | 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% | – | |
RIG | TRANSOCEAN LTD | $2,000 | -60.0% | 2,500 | 0.0% | 0.00% | -100.0% | |
BMYRT | Sell | BRISTOL-MYERS SQUIBB CO | $1,000 | -87.5% | 520 | -75.5% | 0.00% | -100.0% |
AIGWS | AMERICAN INTL GROUP INC | $0 | – | 97 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 2 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $3,000 | -70.0% | 150 | 0.0% | 0.00% | -100.0% | |
TMUSR | Exit | T-MOBILE US INC | $0 | – | -206 | -100.0% | 0.00% | – |
DDD | 3-D SYS CORP DEL | $0 | – | 50 | 0.0% | 0.00% | – | |
VNQ | Exit | VANGUARD INDEX FDS | $0 | – | -100 | -100.0% | -0.00% | – |
VFH | Exit | VANGUARD WORLD FDS | $0 | – | -73 | -100.0% | -0.00% | – |
PRNB | Exit | PRINCIPIA BIOPHARMA INC | $0 | – | -150 | -100.0% | -0.00% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -100 | -100.0% | -0.00% | – |
BA | Exit | BOEING CO | $0 | – | -50 | -100.0% | -0.00% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -475 | -100.0% | -0.00% | – |
QQQ | Exit | INVESCO QQQ TR | $0 | – | -115 | -100.0% | -0.00% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDS | $0 | – | -1,695 | -100.0% | -0.01% | – |
SCHF | Exit | SCHWAB 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
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.