$931 Million is the total value of ATWOOD & PALMER INC's 378 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 26.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GNRC | Sell | GENERAC HLDGS INC | $42,335,000 | +8.7% | 186,163 | -7.5% | 4.54% | -7.3% |
IMTM | Buy | ISHARES TR | $34,282,000 | +13.9% | 910,544 | +2.8% | 3.68% | -2.9% |
GSIE | Buy | GOLDMAN SACHS ETF TR | $33,087,000 | +16.6% | 1,037,199 | +2.9% | 3.55% | -0.6% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $29,322,000 | +6.1% | 62,952 | +0.5% | 3.15% | -9.6% |
MA | Sell | MASTERCARD INCORPORATED | $29,281,000 | +3.9% | 82,034 | -1.5% | 3.14% | -11.4% |
LMT | Sell | LOCKHEED MARTIN CORP | $28,843,000 | -7.4% | 81,252 | -0.1% | 3.10% | -21.1% |
AMP | Sell | AMERIPRISE FINL INC | $27,112,000 | +20.5% | 139,517 | -4.4% | 2.91% | +2.7% |
URI | Buy | UNITED RENTALS INC | $26,247,000 | +33.6% | 113,176 | +0.5% | 2.82% | +13.9% |
SONY | Sell | SONY CORP | $25,998,000 | +29.9% | 257,147 | -1.4% | 2.79% | +10.8% |
GOOG | Sell | ALPHABET INC | $25,269,000 | +17.5% | 14,424 | -1.4% | 2.71% | +0.2% |
CDW | Buy | CDW CORP | $25,153,000 | +14.2% | 190,858 | +3.6% | 2.70% | -2.6% |
CSCO | Buy | CISCO SYS INC | $24,504,000 | +15.2% | 547,575 | +1.4% | 2.63% | -1.8% |
PNC | Buy | PNC FINL SVCS GROUP INC | $22,959,000 | +36.2% | 154,090 | +0.4% | 2.46% | +16.1% |
HOLX | Sell | HOLOGIC INC | $22,437,000 | +8.9% | 308,078 | -0.6% | 2.41% | -7.1% |
AAPL | Buy | APPLE INC | $21,722,000 | +16.2% | 163,703 | +1.5% | 2.33% | -0.9% |
APTV | Sell | APTIV PLC | $20,922,000 | +41.6% | 160,582 | -0.4% | 2.25% | +20.7% |
VNLA | Buy | JANUS DETROIT STR TR | $20,700,000 | +3.1% | 410,149 | +3.0% | 2.22% | -12.1% |
JMBS | Buy | JANUS DETROIT STR TR | $20,034,000 | +3.7% | 374,753 | +4.0% | 2.15% | -11.6% |
GSY | Buy | INVESCO ACTIVELY MANAGED ETF | $19,564,000 | +6.6% | 386,803 | +6.5% | 2.10% | -9.1% |
EEM | Sell | ISHARES TR | $18,171,000 | +17.0% | 351,678 | -0.1% | 1.95% | -0.2% |
VRP | Sell | INVESCO EXCH TRADED FD TR II | $17,643,000 | -4.1% | 679,897 | -9.0% | 1.89% | -18.2% |
GEM | Buy | GOLDMAN SACHS ETF TR | $17,591,000 | +23.1% | 460,860 | +5.8% | 1.89% | +5.0% |
INTC | Buy | INTEL CORP | $17,344,000 | -1.8% | 348,129 | +2.1% | 1.86% | -16.3% |
PYPL | Buy | PAYPAL HLDGS INC | $16,898,000 | +20.3% | 72,150 | +1.2% | 1.81% | +2.5% |
FITB | Buy | FIFTH THIRD BANCORP | $16,839,000 | +32.4% | 610,769 | +2.4% | 1.81% | +12.9% |
JAAA | New | JANUS DETROIT STR TR | $16,378,000 | – | 325,676 | +100.0% | 1.76% | – |
ON | Buy | ON SEMICONDUCTOR CORP | $15,901,000 | +53.8% | 485,828 | +1.9% | 1.71% | +31.1% |
ABBV | Buy | ABBVIE INC | $14,760,000 | +32.0% | 137,746 | +7.9% | 1.58% | +12.6% |
DHI | Buy | D R HORTON INC | $12,424,000 | +0.6% | 180,262 | +10.4% | 1.33% | -14.2% |
AMGN | Buy | AMGEN INC | $12,302,000 | -3.6% | 53,505 | +6.6% | 1.32% | -17.7% |
GILD | Buy | GILEAD SCIENCES INC | $12,060,000 | -7.0% | 207,011 | +0.9% | 1.30% | -20.6% |
WMT | Buy | WALMART INC | $10,714,000 | +4.7% | 74,328 | +1.6% | 1.15% | -10.7% |
BIIB | Buy | BIOGEN INC | $9,502,000 | -11.0% | 38,805 | +3.1% | 1.02% | -24.1% |
LOW | Buy | LOWES COS INC | $9,400,000 | -1.8% | 58,561 | +1.5% | 1.01% | -16.3% |
PFF | New | ISHARES TR | $9,295,000 | – | 241,361 | +100.0% | 1.00% | – |
BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $8,987,000 | +323.5% | 385,068 | +314.9% | 0.96% | +261.4% |
TPYP | Buy | MANAGED PORTFOLIO SERIES | $8,932,000 | +23.2% | 515,718 | +6.6% | 0.96% | +5.0% |
BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $8,445,000 | +958.3% | 332,757 | +922.7% | 0.91% | +807.0% |
FV | Sell | FIRST TR EXCHANGE-TRADED FD | $8,213,000 | +17.4% | 202,938 | -1.0% | 0.88% | +0.1% |
BDX | Sell | BECTON DICKINSON & CO | $7,762,000 | +7.3% | 31,022 | -0.2% | 0.83% | -8.6% |
KMB | KIMBERLY-CLARK CORP | $7,728,000 | -8.7% | 57,315 | 0.0% | 0.83% | -22.1% | |
BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $7,680,000 | +84.2% | 332,471 | +82.9% | 0.82% | +57.1% |
DWFI | Sell | SPDR SER TR | $7,231,000 | -13.9% | 275,364 | -20.5% | 0.78% | -26.6% |
JKHY | Sell | HENRY JACK & ASSOC INC | $7,185,000 | -2.0% | 44,356 | -1.7% | 0.77% | -16.6% |
BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $7,057,000 | -16.8% | 332,705 | -16.4% | 0.76% | -29.0% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $7,043,000 | +15.7% | 37,261 | +4.0% | 0.76% | -1.3% |
NOC | Buy | NORTHROP GRUMMAN CORP | $6,865,000 | +4.9% | 22,530 | +8.6% | 0.74% | -10.6% |
BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $6,002,000 | +2164.9% | 240,845 | +2094.5% | 0.64% | +1851.5% |
BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $5,639,000 | -10.6% | 259,262 | -10.2% | 0.60% | -23.8% |
HD | Buy | HOME DEPOT INC | $5,043,000 | -2.2% | 18,986 | +2.3% | 0.54% | -16.6% |
BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $4,373,000 | +7.2% | 199,677 | +6.7% | 0.47% | -8.6% |
BSJP | New | INVESCO EXCH TRD SLF IDX FD | $4,357,000 | – | 177,775 | +100.0% | 0.47% | – |
JNJ | Buy | JOHNSON & JOHNSON | $3,894,000 | +9.5% | 24,740 | +3.6% | 0.42% | -6.7% |
PG | Buy | PROCTER AND GAMBLE CO | $3,661,000 | +28.7% | 26,311 | +28.6% | 0.39% | +9.8% |
BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,737,000 | +140.7% | 122,220 | +138.4% | 0.29% | +105.6% |
FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,640,000 | +18.8% | 23,610 | -3.5% | 0.28% | +1.1% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $2,512,000 | +8.4% | 11,838 | -3.8% | 0.27% | -7.5% |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,471,000 | +14.7% | 17,895 | -2.7% | 0.26% | -2.2% |
HIW | HIGHWOODS PPTYS INC | $2,385,000 | +18.1% | 60,175 | 0.0% | 0.26% | +0.8% | |
FXD | Sell | FIRST TR EXCHANGE TRADED FD | $2,359,000 | +16.7% | 46,370 | -2.4% | 0.25% | -0.8% |
CL | COLGATE PALMOLIVE CO | $2,300,000 | +10.8% | 26,900 | 0.0% | 0.25% | -5.4% | |
BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,073,000 | +2557.7% | 91,590 | +2516.9% | 0.22% | +2130.0% |
GOOGL | ALPHABET INC | $2,028,000 | +19.6% | 1,157 | 0.0% | 0.22% | +1.9% | |
PEP | Buy | PEPSICO INC | $1,883,000 | +9.3% | 12,700 | +2.2% | 0.20% | -6.9% |
SPY | Buy | SPDR S&P 500 ETF TR | $1,762,000 | +16.8% | 4,714 | +4.7% | 0.19% | -0.5% |
FBT | Sell | FIRST TR EXCHANGE-TRADED FD | $1,740,000 | +3.5% | 10,355 | -3.1% | 0.19% | -11.8% |
MSFT | Buy | MICROSOFT CORP | $1,666,000 | +13.3% | 7,489 | +7.2% | 0.18% | -3.2% |
USB | Sell | US BANCORP DEL | $1,509,000 | +24.9% | 32,398 | -3.8% | 0.16% | +6.6% |
CBSH | Buy | COMMERCE BANCSHARES INC | $1,255,000 | +22.6% | 19,101 | +5.0% | 0.14% | +4.7% |
AMZN | AMAZON COM INC | $1,234,000 | +3.4% | 379 | 0.0% | 0.13% | -12.0% | |
PAYX | PAYCHEX INC | $1,201,000 | +16.8% | 12,887 | 0.0% | 0.13% | 0.0% | |
HTH | HILLTOP HOLDINGS INC | $1,117,000 | +33.6% | 40,600 | 0.0% | 0.12% | +14.3% | |
JPM | Buy | JPMORGAN CHASE & CO | $1,031,000 | +33.7% | 8,113 | +1.2% | 0.11% | +14.4% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $1,011,000 | +14.1% | 4,362 | +4.8% | 0.11% | -2.7% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,004,000 | +24.1% | 5,700 | -1.7% | 0.11% | +5.9% |
RTX | RAYTHEON TECHNOLOGIES CORP | $977,000 | +24.3% | 13,657 | 0.0% | 0.10% | +6.1% | |
NEE | Buy | NEXTERA ENERGY INC | $962,000 | -11.7% | 12,467 | +217.8% | 0.10% | -24.8% |
GBIL | Sell | GOLDMAN SACHS ETF TR | $936,000 | -12.3% | 9,350 | -12.0% | 0.10% | -25.4% |
PFE | Buy | PFIZER INC | $871,000 | +7.4% | 23,658 | +7.1% | 0.09% | -7.8% |
BMY | BRISTOL-MYERS SQUIBB CO | $863,000 | +2.9% | 13,916 | 0.0% | 0.09% | -12.3% | |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $806,000 | +6.9% | 6,400 | +3.2% | 0.09% | -8.4% |
MCO | MOODYS CORP | $813,000 | +0.1% | 2,800 | 0.0% | 0.09% | -14.7% | |
SLQT | Buy | SELECTQUOTE INC | $775,000 | +333.0% | 37,332 | +321.8% | 0.08% | +260.9% |
XOM | Buy | EXXON MOBIL CORP | $733,000 | +21.6% | 17,779 | +1.3% | 0.08% | +3.9% |
QCOM | QUALCOMM INC | $724,000 | +29.5% | 4,750 | 0.0% | 0.08% | +11.4% | |
ORCL | Buy | ORACLE CORP | $701,000 | +12.9% | 10,832 | +4.2% | 0.08% | -3.8% |
AVNS | AVANOS MED INC | $688,000 | +38.2% | 15,000 | 0.0% | 0.07% | +17.5% | |
GSST | New | GOLDMAN SACHS ETF TR | $650,000 | – | 12,800 | +100.0% | 0.07% | – |
MCD | Buy | MCDONALDS CORP | $645,000 | +8.6% | 3,008 | +11.1% | 0.07% | -8.0% |
KO | Buy | COCA COLA CO | $631,000 | +17.7% | 11,507 | +6.0% | 0.07% | +1.5% |
TSLA | Buy | TESLA INC | $632,000 | +68.5% | 895 | +2.3% | 0.07% | +44.7% |
PH | PARKER-HANNIFIN CORP | $613,000 | +34.7% | 2,250 | 0.0% | 0.07% | +15.8% | |
MO | Buy | ALTRIA GROUP INC | $591,000 | +12.4% | 14,408 | +5.9% | 0.06% | -4.5% |
DE | Buy | DEERE & CO | $538,000 | +34.8% | 2,000 | +11.1% | 0.06% | +16.0% |
SRE | SEMPRA ENERGY | $524,000 | +7.6% | 4,113 | 0.0% | 0.06% | -8.2% | |
CAT | CATERPILLAR INC | $491,000 | +21.8% | 2,700 | 0.0% | 0.05% | +3.9% | |
FTSM | New | FIRST TR EXCHANGE-TRADED FD | $483,000 | – | 8,050 | +100.0% | 0.05% | – |
DIS | Buy | DISNEY WALT CO | $481,000 | +62.5% | 2,653 | +11.3% | 0.05% | +40.5% |
UMBF | UMB FINL CORP | $476,000 | +40.8% | 6,894 | 0.0% | 0.05% | +18.6% | |
NXPI | NXP SEMICONDUCTORS N V | $477,000 | +27.5% | 3,000 | 0.0% | 0.05% | +8.5% | |
ZTS | ZOETIS INC | $471,000 | 0.0% | 2,846 | 0.0% | 0.05% | -13.6% | |
GHYB | Buy | GOLDMAN SACHS ETF TR | $468,000 | +917.4% | 9,295 | +878.4% | 0.05% | +733.3% |
HTLF | HEARTLAND FINL USA INC | $470,000 | +34.7% | 11,631 | 0.0% | 0.05% | +13.6% | |
VTI | Sell | VANGUARD INDEX FDS | $467,000 | +7.6% | 2,400 | -5.9% | 0.05% | -9.1% |
AEP | AMERICAN ELEC PWR CO INC | $458,000 | +1.8% | 5,500 | 0.0% | 0.05% | -14.0% | |
CERN | Buy | CERNER CORP | $446,000 | +33.1% | 5,681 | +22.7% | 0.05% | +14.3% |
LIN | Buy | LINDE PLC | $435,000 | +21.8% | 1,650 | +10.0% | 0.05% | +4.4% |
PM | Buy | PHILIP MORRIS INTL INC | $421,000 | +16.9% | 5,089 | +6.0% | 0.04% | 0.0% |
FBHS | FORTUNE BRANDS HOME & SEC IN | $411,000 | -1.0% | 4,800 | 0.0% | 0.04% | -15.4% | |
IVW | Buy | ISHARES TR | $410,000 | +8.5% | 6,426 | +292.8% | 0.04% | -8.3% |
BAC | BK OF AMERICA CORP | $397,000 | +26.0% | 13,092 | 0.0% | 0.04% | +7.5% | |
ABT | ABBOTT LABS | $401,000 | +0.5% | 3,662 | 0.0% | 0.04% | -14.0% | |
COST | Buy | COSTCO WHSL CORP NEW | $403,000 | +69.3% | 1,070 | +59.7% | 0.04% | +43.3% |
FB | FACEBOOK INC | $379,000 | +4.4% | 1,387 | 0.0% | 0.04% | -10.9% | |
CVX | Sell | CHEVRON CORP NEW | $380,000 | +11.1% | 4,500 | -5.3% | 0.04% | -4.7% |
IVV | Buy | ISHARES TR | $368,000 | +28.7% | 979 | +15.2% | 0.04% | +11.1% |
SAIA | SAIA INC | $371,000 | +43.2% | 2,050 | 0.0% | 0.04% | +21.2% | |
CVS | Buy | CVS HEALTH CORP | $363,000 | +24.3% | 5,320 | +6.4% | 0.04% | +5.4% |
CARR | CARRIER GLOBAL CORPORATION | $340,000 | +23.2% | 9,025 | 0.0% | 0.04% | +5.7% | |
STPZ | Sell | PIMCO ETF TR | $348,000 | -5.4% | 6,425 | -5.9% | 0.04% | -19.6% |
WFC | Buy | WELLS FARGO CO NEW | $336,000 | +36.6% | 11,121 | +6.1% | 0.04% | +16.1% |
CMCSA | COMCAST CORP NEW | $315,000 | +13.3% | 6,013 | 0.0% | 0.03% | -2.9% | |
EMR | EMERSON ELEC CO | $321,000 | +22.5% | 4,000 | 0.0% | 0.03% | +3.0% | |
OTIS | OTIS WORLDWIDE CORP | $305,000 | +8.2% | 4,512 | 0.0% | 0.03% | -8.3% | |
WM | Buy | WASTE MGMT INC DEL | $310,000 | +60.6% | 2,625 | +54.1% | 0.03% | +37.5% |
HON | HONEYWELL INTL INC | $296,000 | +29.3% | 1,390 | 0.0% | 0.03% | +10.3% | |
RF | REGIONS FINANCIAL CORP NEW | $298,000 | +39.9% | 18,500 | 0.0% | 0.03% | +18.5% | |
CHKP | CHECK POINT SOFTWARE TECH LT | $286,000 | +10.4% | 2,150 | 0.0% | 0.03% | -6.1% | |
TJX | Sell | TJX COS INC NEW | $278,000 | +9.4% | 4,066 | -11.0% | 0.03% | -6.2% |
C | CITIGROUP INC | $260,000 | +42.9% | 4,215 | 0.0% | 0.03% | +21.7% | |
IRM | IRON MTN INC NEW | $243,000 | +10.0% | 8,250 | 0.0% | 0.03% | -7.1% | |
MNR | MONMOUTH REAL ESTATE INVT CO | $216,000 | +24.9% | 12,480 | 0.0% | 0.02% | +4.5% | |
VO | VANGUARD INDEX FDS | $213,000 | +17.0% | 1,032 | 0.0% | 0.02% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS | $204,000 | +8.5% | 1,000 | 0.0% | 0.02% | -8.3% | |
IGSB | Sell | ISHARES TR | $209,000 | -63.7% | 3,792 | -63.8% | 0.02% | -69.9% |
ECL | ECOLAB INC | $207,000 | +7.8% | 959 | 0.0% | 0.02% | -8.3% | |
KSU | KANSAS CITY SOUTHERN | $204,000 | +12.7% | 1,000 | 0.0% | 0.02% | -4.3% | |
IJS | Buy | ISHARES TR | $193,000 | +33.1% | 2,371 | +99.9% | 0.02% | +16.7% |
ENR | ENERGIZER HLDGS INC NEW | $200,000 | +7.5% | 4,742 | 0.0% | 0.02% | -8.7% | |
DXCM | DEXCOM INC | $185,000 | -10.2% | 500 | 0.0% | 0.02% | -23.1% | |
GRMN | GARMIN LTD | $179,000 | +26.1% | 1,500 | 0.0% | 0.02% | +5.6% | |
IJT | Buy | ISHARES TR | $179,000 | +30.7% | 1,568 | +101.3% | 0.02% | +11.8% |
UNH | UNITEDHEALTH GROUP INC | $174,000 | +12.3% | 497 | 0.0% | 0.02% | -5.0% | |
VOE | VANGUARD INDEX FDS | $177,000 | +17.2% | 1,490 | 0.0% | 0.02% | 0.0% | |
MDYG | SPDR SER TR | $180,000 | +20.8% | 2,594 | 0.0% | 0.02% | 0.0% | |
VZ | VERIZON COMMUNICATIONS INC | $165,000 | -1.2% | 2,800 | 0.0% | 0.02% | -14.3% | |
ANET | ARISTA NETWORKS INC | $160,000 | +40.4% | 550 | 0.0% | 0.02% | +21.4% | |
FXH | Sell | FIRST TR EXCHANGE TRADED FD | $150,000 | +5.6% | 1,395 | -6.7% | 0.02% | -11.1% |
SPSB | Sell | SPDR SER TR | $148,000 | -69.4% | 4,725 | -69.4% | 0.02% | -73.8% |
SQ | SQUARE INC | $152,000 | +33.3% | 700 | 0.0% | 0.02% | +14.3% | |
AMLP | ALPS ETF TR | $152,000 | +27.7% | 5,940 | 0.0% | 0.02% | +6.7% | |
VFC | V F CORP | $151,000 | +21.8% | 1,765 | 0.0% | 0.02% | 0.0% | |
IWF | New | ISHARES TR | $149,000 | – | 617 | +100.0% | 0.02% | – |
BP | BP PLC | $148,000 | +17.5% | 7,200 | 0.0% | 0.02% | 0.0% | |
FLO | FLOWERS FOODS INC | $144,000 | -7.1% | 6,362 | 0.0% | 0.02% | -25.0% | |
AMT | AMERICAN TOWER CORP NEW | $139,000 | -7.3% | 620 | 0.0% | 0.02% | -21.1% | |
POST | POST HLDGS INC | $136,000 | +17.2% | 1,350 | 0.0% | 0.02% | 0.0% | |
UNP | Sell | UNION PAC CORP | $141,000 | -7.8% | 675 | -12.9% | 0.02% | -21.1% |
ADBE | ADOBE SYSTEMS INCORPORATED | $133,000 | +2.3% | 265 | 0.0% | 0.01% | -12.5% | |
EPD | ENTERPRISE PRODS PARTNERS L | $131,000 | +23.6% | 6,700 | 0.0% | 0.01% | +7.7% | |
PACW | PACWEST BANCORP DEL | $127,000 | +49.4% | 5,000 | 0.0% | 0.01% | +27.3% | |
NVDA | Buy | NVIDIA CORPORATION | $120,000 | +48.1% | 230 | +53.3% | 0.01% | +30.0% |
SEE | SEALED AIR CORP NEW | $117,000 | +18.2% | 2,550 | 0.0% | 0.01% | +8.3% | |
DUK | DUKE ENERGY CORP NEW | $123,000 | +3.4% | 1,348 | 0.0% | 0.01% | -13.3% | |
ELY | CALLAWAY GOLF CO | $120,000 | +25.0% | 5,000 | 0.0% | 0.01% | +8.3% | |
EMN | EASTMAN CHEM CO | $110,000 | +27.9% | 1,100 | 0.0% | 0.01% | +9.1% | |
FISV | FISERV INC | $114,000 | +10.7% | 1,000 | 0.0% | 0.01% | -7.7% | |
V | VISA INC | $102,000 | +8.5% | 468 | 0.0% | 0.01% | -8.3% | |
DCPH | DECIPHERA PHARMACEUTICALS IN | $103,000 | +10.8% | 1,811 | 0.0% | 0.01% | -8.3% | |
ED | CONSOLIDATED EDISON INC | $103,000 | -7.2% | 1,432 | 0.0% | 0.01% | -21.4% | |
FXO | FIRST TR EXCHANGE TRADED FD | $105,000 | +34.6% | 3,075 | 0.0% | 0.01% | +10.0% | |
MRNA | Buy | MODERNA INC | $89,000 | +56.1% | 850 | +6.2% | 0.01% | +42.9% |
MMM | Buy | 3M CO | $90,000 | +80.0% | 514 | +63.7% | 0.01% | +66.7% |
ESGU | New | ISHARES TR | $91,000 | – | 1,059 | +100.0% | 0.01% | – |
DFS | DISCOVER FINL SVCS | $90,000 | +57.9% | 990 | 0.0% | 0.01% | +42.9% | |
GIS | GENERAL MLS INC | $96,000 | -5.0% | 1,636 | 0.0% | 0.01% | -23.1% | |
AEE | AMEREN CORP | $94,000 | -1.1% | 1,200 | 0.0% | 0.01% | -16.7% | |
MDT | New | MEDTRONIC PLC | $91,000 | – | 775 | +100.0% | 0.01% | – |
LLY | Buy | LILLY ELI & CO | $84,000 | +460.0% | 500 | +400.0% | 0.01% | +350.0% |
EFSC | ENTERPRISE FINL SVCS CORP | $86,000 | +28.4% | 2,460 | 0.0% | 0.01% | +12.5% | |
EW | EDWARDS LIFESCIENCES CORP | $83,000 | +13.7% | 912 | 0.0% | 0.01% | 0.0% | |
CW | CURTISS WRIGHT CORP | $86,000 | +24.6% | 735 | 0.0% | 0.01% | 0.0% | |
AXON | AXON ENTERPRISE INC | $86,000 | +36.5% | 700 | 0.0% | 0.01% | +12.5% | |
SBUX | Buy | STARBUCKS CORP | $75,000 | +341.2% | 700 | +250.0% | 0.01% | +300.0% |
D | Sell | DOMINION ENERGY INC | $75,000 | -13.8% | 1,000 | -9.1% | 0.01% | -27.3% |
SHY | ISHARES TR | $75,000 | 0.0% | 868 | 0.0% | 0.01% | -11.1% | |
ITW | ILLINOIS TOOL WKS INC | $61,000 | +5.2% | 300 | 0.0% | 0.01% | 0.0% | |
RSP | Sell | INVESCO EXCHANGE TRADED FD T | $61,000 | -12.9% | 475 | -26.9% | 0.01% | -22.2% |
EPC | EDGEWELL PERS CARE CO | $69,000 | +23.2% | 2,000 | 0.0% | 0.01% | 0.0% | |
PLMR | Buy | PALOMAR HLDGS INC | $62,000 | +19.2% | 700 | +40.0% | 0.01% | 0.0% |
DOW | DOW INC | $61,000 | +17.3% | 1,100 | 0.0% | 0.01% | 0.0% | |
AJG | GALLAGHER ARTHUR J & CO | $62,000 | +17.0% | 500 | 0.0% | 0.01% | 0.0% | |
OXY | Sell | OCCIDENTAL PETE CORP | $69,000 | +72.5% | 4,000 | -1.1% | 0.01% | +40.0% |
IJH | Buy | ISHARES TR | $62,000 | +376.9% | 270 | +285.7% | 0.01% | +250.0% |
IFV | FIRST TR EXCHANGE-TRADED FD | $69,000 | +19.0% | 3,100 | 0.0% | 0.01% | 0.0% | |
MUB | Buy | ISHARES TR | $66,000 | +43.5% | 559 | +42.2% | 0.01% | +16.7% |
NKE | NIKE INC | $65,000 | +14.0% | 457 | 0.0% | 0.01% | 0.0% | |
EGOV | NIC INC | $65,000 | +32.7% | 2,500 | 0.0% | 0.01% | +16.7% | |
MDLZ | Buy | MONDELEZ INTL INC | $63,000 | +16.7% | 1,079 | +15.5% | 0.01% | 0.0% |
AVGO | BROADCOM INC | $69,000 | +19.0% | 158 | 0.0% | 0.01% | 0.0% | |
ACGL | New | ARCH CAP GROUP LTD | $65,000 | – | 1,800 | +100.0% | 0.01% | – |
BK | BANK NEW YORK MELLON CORP | $58,000 | +23.4% | 1,355 | 0.0% | 0.01% | 0.0% | |
VB | Sell | VANGUARD INDEX FDS | $58,000 | -32.6% | 300 | -46.4% | 0.01% | -45.5% |
IEF | Sell | ISHARES TR | $60,000 | -72.6% | 500 | -72.2% | 0.01% | -78.6% |
SWKS | SKYWORKS SOLUTIONS INC | $54,000 | +5.9% | 351 | 0.0% | 0.01% | 0.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $60,000 | +11.1% | 1,500 | 0.0% | 0.01% | -14.3% | |
CORR | CORENERGY INFRASTRUCTURE TR | $57,000 | +18.8% | 8,300 | 0.0% | 0.01% | 0.0% | |
CFFN | Buy | CAPITOL FED FINL INC | $46,000 | +53.3% | 3,715 | +13.9% | 0.01% | +25.0% |
FMS | FRESENIUS MED CARE AG&CO KGA | $48,000 | -2.0% | 1,144 | 0.0% | 0.01% | -16.7% | |
GE | GENERAL ELECTRIC CO | $49,000 | +75.0% | 4,561 | 0.0% | 0.01% | +25.0% | |
GRWG | Sell | GROWGENERATION CORP | $44,000 | +69.2% | 1,100 | -31.2% | 0.01% | +66.7% |
ALL | ALLSTATE CORP | $47,000 | +17.5% | 425 | 0.0% | 0.01% | 0.0% | |
EEFT | EURONET WORLDWIDE INC | $43,000 | +59.3% | 300 | 0.0% | 0.01% | +66.7% | |
TIP | ISHARES TR | $51,000 | 0.0% | 400 | 0.0% | 0.01% | -16.7% | |
IJR | Buy | ISHARES TR | $42,000 | +68.0% | 462 | +31.6% | 0.01% | +66.7% |
KTB | KONTOOR BRANDS INC | $46,000 | +70.4% | 1,123 | 0.0% | 0.01% | +66.7% | |
GDX | New | VANECK VECTORS ETF TR | $46,000 | – | 1,290 | +100.0% | 0.01% | – |
ORLY | OREILLY AUTOMOTIVE INC | $45,000 | -2.2% | 100 | 0.0% | 0.01% | -16.7% | |
VTRS | New | VIATRIS INC | $50,000 | – | 2,664 | +100.0% | 0.01% | – |
REGN | Buy | REGENERON PHARMACEUTICALS | $48,000 | +14.3% | 100 | +33.3% | 0.01% | 0.0% |
GLD | SPDR GOLD TR | $51,000 | 0.0% | 286 | 0.0% | 0.01% | -16.7% | |
TOTL | SSGA ACTIVE ETF TR | $45,000 | 0.0% | 922 | 0.0% | 0.01% | -16.7% | |
XLF | New | SELECT SECTOR SPDR TR | $48,000 | – | 1,635 | +100.0% | 0.01% | – |
XLI | New | SELECT SECTOR SPDR TR | $44,000 | – | 500 | +100.0% | 0.01% | – |
FDX | New | FEDEX CORP | $39,000 | – | 150 | +100.0% | 0.00% | – |
OUSA | New | OSI ETF TR | $35,000 | – | 913 | +100.0% | 0.00% | – |
NOBL | New | PROSHARES TR | $37,000 | – | 462 | +100.0% | 0.00% | – |
LQD | New | ISHARES TR | $36,000 | – | 263 | +100.0% | 0.00% | – |
BSTZ | New | BLACKROCK SCIENCE & TECH TR | $36,000 | – | 1,000 | +100.0% | 0.00% | – |
EVRG | EVERGY INC | $38,000 | +8.6% | 681 | 0.0% | 0.00% | 0.0% | |
ESGE | New | ISHARES INC | $41,000 | – | 979 | +100.0% | 0.00% | – |
MRK | MERCK & CO. INC | $41,000 | 0.0% | 500 | 0.0% | 0.00% | -20.0% | |
EFG | New | ISHARES TR | $41,000 | – | 407 | +100.0% | 0.00% | – |
BIL | Sell | SPDR SER TR | $37,000 | -27.5% | 400 | -27.5% | 0.00% | -33.3% |
IBB | New | ISHARES TR | $27,000 | – | 175 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $31,000 | – | 192 | +100.0% | 0.00% | – |
NUE | NUCOR CORP | $27,000 | +22.7% | 500 | 0.0% | 0.00% | 0.0% | |
LUV | New | SOUTHWEST AIRLS CO | $24,000 | – | 519 | +100.0% | 0.00% | – |
GOVT | New | ISHARES TR | $27,000 | – | 1,005 | +100.0% | 0.00% | – |
SO | SOUTHERN CO | $25,000 | +13.6% | 400 | 0.0% | 0.00% | 0.0% | |
OGIG | New | OSI ETF TR | $30,000 | – | 554 | +100.0% | 0.00% | – |
FXN | FIRST TR EXCHANGE TRADED FD | $27,000 | +42.1% | 3,400 | 0.0% | 0.00% | +50.0% | |
IDNA | New | ISHARES TR | $24,000 | – | 533 | +100.0% | 0.00% | – |
GTY | GETTY RLTY CORP NEW | $24,000 | +4.3% | 879 | 0.0% | 0.00% | 0.0% | |
EMQQ | New | EXCHANGE TRADED CONCEPTS TR | $25,000 | – | 390 | +100.0% | 0.00% | – |
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $28,000 | +75.0% | 1,925 | 0.0% | 0.00% | +50.0% | |
ULTA | ULTA BEAUTY INC | $29,000 | +31.8% | 100 | 0.0% | 0.00% | 0.0% | |
NP | NEENAH INC | $28,000 | +47.4% | 500 | 0.0% | 0.00% | +50.0% | |
TWTR | TWITTER INC | $32,000 | +18.5% | 600 | 0.0% | 0.00% | 0.0% | |
AMD | New | ADVANCED MICRO DEVICES INC | $29,000 | – | 312 | +100.0% | 0.00% | – |
HACK | New | ETF MANAGERS TR | $27,000 | – | 473 | +100.0% | 0.00% | – |
LW | LAMB WESTON HLDGS INC | $26,000 | +18.2% | 333 | 0.0% | 0.00% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $27,000 | +50.0% | 75 | 0.0% | 0.00% | +50.0% | |
MCK | MCKESSON CORP | $26,000 | +18.2% | 150 | 0.0% | 0.00% | 0.0% | |
UTF | New | COHEN & STEERS INFRASTRUCTUR | $32,000 | – | 1,250 | +100.0% | 0.00% | – |
VHT | VANGUARD WORLD FDS | $27,000 | +8.0% | 121 | 0.0% | 0.00% | 0.0% | |
CTVA | New | CORTEVA INC | $32,000 | – | 837 | +100.0% | 0.00% | – |
BABA | New | ALIBABA GROUP HLDG LTD | $24,000 | – | 102 | +100.0% | 0.00% | – |
TMUS | T-MOBILE US INC | $28,000 | +16.7% | 206 | 0.0% | 0.00% | 0.0% | |
ESLT | ELBIT SYS LTD | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
BAPR | Sell | INNOVATOR ETFS TR | $27,000 | -50.0% | 927 | -50.6% | 0.00% | -57.1% |
EQIX | EQUINIX INC | $29,000 | -3.3% | 40 | 0.0% | 0.00% | -25.0% | |
ETN | EATON CORP PLC | $24,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
WH | New | WYNDHAM HOTELS & RESORTS INC | $27,000 | – | 448 | +100.0% | 0.00% | – |
AI | New | C3 AI INC | $14,000 | – | 100 | +100.0% | 0.00% | – |
SDY | SPDR SER TR | $21,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
CXO | CONCHO RES INC | $23,000 | +27.8% | 400 | 0.0% | 0.00% | 0.0% | |
ADX | ADAMS DIVERSIFIED EQUITY FD | $18,000 | +5.9% | 1,057 | 0.0% | 0.00% | 0.0% | |
VLUE | New | ISHARES TR | $22,000 | – | 249 | +100.0% | 0.00% | – |
USMV | New | ISHARES TR | $14,000 | – | 205 | +100.0% | 0.00% | – |
MSI | Buy | MOTOROLA SOLUTIONS INC | $18,000 | +500.0% | 104 | +447.4% | 0.00% | – |
NTAP | NETAPP INC | $23,000 | +53.3% | 350 | 0.0% | 0.00% | 0.0% | |
IHI | New | ISHARES TR | $15,000 | – | 47 | +100.0% | 0.00% | – |
MBB | New | ISHARES TR | $16,000 | – | 149 | +100.0% | 0.00% | – |
IDV | New | ISHARES TR | $20,000 | – | 680 | +100.0% | 0.00% | – |
AWK | AMERICAN WTR WKS CO INC NEW | $19,000 | +5.6% | 125 | 0.0% | 0.00% | 0.0% | |
IXN | New | ISHARES TR | $20,000 | – | 67 | +100.0% | 0.00% | – |
OGE | OGE ENERGY CORP | $23,000 | +4.5% | 720 | 0.0% | 0.00% | -33.3% | |
DEI | DOUGLAS EMMETT INC | $15,000 | +15.4% | 500 | 0.0% | 0.00% | 0.0% | |
UL | New | UNILEVER PLC | $15,000 | – | 250 | +100.0% | 0.00% | – |
CNCR | New | ETF SER SOLUTIONS | $21,000 | – | 665 | +100.0% | 0.00% | – |
ABNB | New | AIRBNB INC | $15,000 | – | 100 | +100.0% | 0.00% | – |
VIG | VANGUARD SPECIALIZED FUNDS | $16,000 | +6.7% | 113 | 0.0% | 0.00% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $19,000 | -9.5% | 70 | 0.0% | 0.00% | -33.3% | |
VGT | VANGUARD WORLD FDS | $14,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% | |
CB | CHUBB LIMITED | $20,000 | +33.3% | 130 | 0.0% | 0.00% | 0.0% | |
ATO | ATMOS ENERGY CORP | $14,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $19,000 | +18.8% | 125 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $15,000 | +25.0% | 302 | 0.0% | 0.00% | 0.0% | |
ES | EVERSOURCE ENERGY | $23,000 | +4.5% | 262 | 0.0% | 0.00% | -33.3% | |
SSO | PROSHARES TR | $18,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $14,000 | +100.0% | 350 | 0.0% | 0.00% | +100.0% | |
RPM | RPM INTL INC | $20,000 | +5.3% | 225 | 0.0% | 0.00% | 0.0% | |
SHAK | SHAKE SHACK INC | $17,000 | +30.8% | 200 | 0.0% | 0.00% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $21,000 | +10.5% | 410 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC | $14,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLC | $15,000 | -6.2% | 300 | 0.0% | 0.00% | 0.0% | |
RDSA | ROYAL DUTCH SHELL PLC | $21,000 | +40.0% | 600 | 0.0% | 0.00% | 0.0% | |
EPM | EVOLUTION PETE CORP | $14,000 | +27.3% | 5,000 | 0.0% | 0.00% | +100.0% | |
INCO | New | COLUMBIA ETF TR II | $16,000 | – | 330 | +100.0% | 0.00% | – |
HDMV | FIRST TR EXCH TRADED FD III | $21,000 | +5.0% | 700 | 0.0% | 0.00% | -33.3% | |
FLS | FLOWSERVE CORP | $19,000 | +35.7% | 525 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $16,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
WYND | New | WYNDHAM DESTINATIONS INC | $22,000 | – | 500 | +100.0% | 0.00% | – |
CMG | CHIPOTLE MEXICAN GRILL INC | $14,000 | +16.7% | 10 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $11,000 | +22.2% | 238 | 0.0% | 0.00% | 0.0% | |
T | Sell | AT&T INC | $5,000 | -68.8% | 178 | -67.8% | 0.00% | -50.0% |
APA | APACHE CORP | $9,000 | +50.0% | 600 | 0.0% | 0.00% | 0.0% | |
ARCC | ARES CAPITAL CORP | $11,000 | +22.2% | 643 | 0.0% | 0.00% | 0.0% | |
AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $9,000 | -10.0% | 160 | 0.0% | 0.00% | 0.0% | |
BERY | BERRY GLOBAL GROUP INC | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% | |
BYND | BEYOND MEAT INC | $6,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
HRB | Sell | BLOCK H & R INC | $9,000 | -18.2% | 570 | -12.3% | 0.00% | 0.0% |
CNP | CENTERPOINT ENERGY INC | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
EBIX | EBIX INC | $5,000 | +66.7% | 140 | 0.0% | 0.00% | – | |
EIX | EDISON INTL | $8,000 | +14.3% | 134 | 0.0% | 0.00% | 0.0% | |
ENB | ENBRIDGE INC | $7,000 | +16.7% | 221 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
HPQ | HP INC | $6,000 | +50.0% | 236 | 0.0% | 0.00% | 0.0% | |
PXE | New | INVESCO EXCHANGE TRADED FD T | $7,000 | – | 680 | +100.0% | 0.00% | – |
TLT | New | ISHARES TR | $5,000 | – | 31 | +100.0% | 0.00% | – |
IEFA | New | ISHARES TR | $10,000 | – | 150 | +100.0% | 0.00% | – |
SHYG | New | ISHARES TR | $12,000 | – | 261 | +100.0% | 0.00% | – |
ISEE | IVERIC BIO INC | $5,000 | +25.0% | 750 | 0.0% | 0.00% | 0.0% | |
MNKD | Sell | MANNKIND CORP | $6,000 | +20.0% | 2,000 | -28.6% | 0.00% | 0.0% |
MMC | MARSH & MCLENNAN COS INC | $9,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
NMRK | New | NEWMARK GROUP INC | $7,000 | – | 902 | +100.0% | 0.00% | – |
NTRS | NORTHERN TR CORP | $9,000 | +12.5% | 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 | $7,000 | +40.0% | 640 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $11,000 | +37.5% | 163 | 0.0% | 0.00% | 0.0% | |
PRU | PRUDENTIAL FINL INC | $6,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% | |
RM | REGIONAL MGMT CORP | $6,000 | +100.0% | 200 | 0.0% | 0.00% | – | |
RBBN | RIBBON COMMUNICATIONS INC | $5,000 | +66.7% | 739 | 0.0% | 0.00% | – | |
SPG | SIMON PPTY GROUP INC NEW | $13,000 | +30.0% | 155 | 0.0% | 0.00% | 0.0% | |
SJM | New | SMUCKER J M CO | $9,000 | – | 80 | +100.0% | 0.00% | – |
SNOW | SNOWFLAKE INC | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $10,000 | +25.0% | 39 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP | $6,000 | +50.0% | 250 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $11,000 | +22.2% | 200 | 0.0% | 0.00% | 0.0% | |
VOOG | VANGUARD ADMIRAL FDS INC | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDS | $8,000 | +14.3% | 30 | 0.0% | 0.00% | 0.0% | |
VUG | VANGUARD INDEX FDS | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
PNR | New | PENTAIR PLC | $13,000 | – | 250 | +100.0% | 0.00% | – |
RIG | TRANSOCEAN LTD | $6,000 | +200.0% | 2,500 | 0.0% | 0.00% | – | |
GMDA | GAMIDA CELL LTD | $8,000 | +100.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
AIGWS | AMERICAN INTL GROUP INC | $0 | – | 97 | 0.0% | 0.00% | – | |
ARKK | ARK ETF TR | $4,000 | +33.3% | 30 | 0.0% | 0.00% | – | |
IWS | Exit | ISHARES TR | $0 | – | -15 | -100.0% | 0.00% | – |
REZI | Exit | RESIDEO TECHNOLOGIES INC | $0 | – | -8 | -100.0% | 0.00% | – |
ALC | Exit | ALCON AG | $0 | – | -15 | -100.0% | 0.00% | – |
IWO | Exit | ISHARES TR | $0 | – | -5 | -100.0% | 0.00% | – |
IWP | Exit | ISHARES TR | $0 | – | -15 | -100.0% | 0.00% | – |
IWN | Exit | ISHARES TR | $0 | – | -11 | -100.0% | 0.00% | – |
TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
DDD | 3-D SYS CORP DEL | $1,000 | – | 50 | 0.0% | 0.00% | – | |
TXN | TEXAS INSTRS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% | |
PIPR | PIPER SANDLER COMPANIES | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
PRSP | PERSPECTA INC | $0 | – | 8 | 0.0% | 0.00% | – | |
OVV | OVINTIV INC | $2,000 | +100.0% | 169 | 0.0% | 0.00% | – | |
OXYWS | Sell | OCCIDENTAL PETE CORP | $3,000 | +50.0% | 500 | -1.0% | 0.00% | – |
NKLA | NIKOLA CORP | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
NWL | NEWELL BRANDS INC | $3,000 | +50.0% | 140 | 0.0% | 0.00% | – | |
RIDE | New | LORDSTOWN MOTORS CORP | $1,000 | – | 60 | +100.0% | 0.00% | – |
LXU | LSB INDS INC | $2,000 | +100.0% | 650 | 0.0% | 0.00% | – | |
KHC | New | KRAFT HEINZ CO | $2,000 | – | 48 | +100.0% | 0.00% | – |
TFI | New | SPDR SER TR | $1,000 | – | 21 | +100.0% | 0.00% | – |
K | KELLOGG CO | $0 | – | 7 | 0.0% | 0.00% | – | |
MEAR | New | ISHARES U S ETF TR | $2,000 | – | 39 | +100.0% | 0.00% | – |
YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
IP | INTERNATIONAL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
INO | INOVIO PHARMACEUTICALS INC | $2,000 | -33.3% | 225 | 0.0% | 0.00% | – | |
HPE | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 202 | 0.0% | 0.00% | – | |
GPRO | GOPRO INC | $2,000 | +100.0% | 300 | 0.0% | 0.00% | – | |
URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
FBIZ | FIRST BUS FINL SVCS INC WIS | $4,000 | +33.3% | 200 | 0.0% | 0.00% | – | |
ASIX | Exit | ADVANSIX INC | $0 | – | -2 | -100.0% | 0.00% | – |
ET | ENERGY TRANSFER LP | $1,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
EWJ | Exit | ISHARES INC | $0 | – | -43 | -100.0% | 0.00% | – |
CGC | CANOPY GROWTH CORP | $0 | – | 19 | 0.0% | 0.00% | – | |
BMYRT | BRISTOL-MYERS SQUIBB CO | $0 | -100.0% | 520 | 0.0% | 0.00% | – | |
YUM | Exit | YUM BRANDS INC | $0 | – | -116 | -100.0% | -0.00% | – |
VGK | Exit | VANGUARD INTL EQUITY INDEX F | $0 | – | -75 | -100.0% | -0.00% | – |
IVE | Exit | ISHARES TR | $0 | – | -63 | -100.0% | -0.00% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX F | $0 | – | -122 | -100.0% | -0.00% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -100 | -100.0% | -0.00% | – |
YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -117 | -100.0% | -0.00% | – |
FEZ | Exit | SPDR INDEX SHS FDS | $0 | – | -112 | -100.0% | -0.00% | – |
NEAR | Exit | ISHARES U S ETF TR | $0 | – | -243 | -100.0% | -0.00% | – |
FXU | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -580 | -100.0% | -0.00% | – |
MINT | Exit | PIMCO ETF TR | $0 | – | -136 | -100.0% | -0.00% | – |
BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -247,596 | -100.0% | -0.73% | – |
BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -331,502 | -100.0% | -0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.