$1.04 Billion is the total value of ATWOOD & PALMER INC's 442 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 31.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GNRC | Sell | GENERAC HLDGS INC | $42,127,000 | -0.5% | 128,651 | -30.9% | 4.05% | -10.8% |
| URI | Sell | UNITED RENTALS INC | $36,632,000 | +39.6% | 111,239 | -1.7% | 3.52% | +25.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TR | $34,703,000 | +4.9% | 1,050,321 | +1.3% | 3.34% | -6.0% |
| IMTM | Buy | ISHARES TR | $34,688,000 | +1.2% | 922,556 | +1.3% | 3.34% | -9.3% |
| AMP | Sell | AMERIPRISE FINL INC | $31,817,000 | +17.4% | 136,879 | -1.9% | 3.06% | +5.2% |
| CDW | Buy | CDW CORP | $31,702,000 | +26.0% | 191,267 | +0.2% | 3.05% | +13.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $30,027,000 | +4.1% | 81,263 | +0.0% | 2.89% | -6.7% |
| GOOG | Sell | ALPHABET INC | $29,646,000 | +17.3% | 14,331 | -0.6% | 2.85% | +5.2% |
| MA | Sell | MASTERCARD INCORPORATED | $29,039,000 | -0.8% | 81,559 | -0.6% | 2.79% | -11.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $28,897,000 | -1.4% | 63,317 | +0.6% | 2.78% | -11.7% |
| CSCO | Buy | CISCO SYS INC | $28,486,000 | +16.3% | 550,876 | +0.6% | 2.74% | +4.2% |
| SONY | Sell | SONY CORP | $27,139,000 | +4.4% | 256,008 | -0.4% | 2.61% | -6.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $26,749,000 | +16.5% | 152,493 | -1.0% | 2.57% | +4.4% |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VI | $25,356,000 | – | 1,210,900 | +100.0% | 2.44% | – |
| HOLX | Buy | HOLOGIC INC | $23,338,000 | +4.0% | 313,765 | +1.8% | 2.25% | -6.8% |
| FITB | Sell | FIFTH THIRD BANCORP | $22,777,000 | +35.3% | 608,193 | -0.4% | 2.19% | +21.2% |
| INTC | Buy | INTEL CORP | $22,428,000 | +29.3% | 350,435 | +0.7% | 2.16% | +15.9% |
| APTV | Sell | APTIV PLC | $21,781,000 | +4.1% | 157,946 | -1.6% | 2.10% | -6.7% |
| JMBS | Buy | JANUS DETROIT STR TR | $20,837,000 | +4.0% | 392,700 | +4.8% | 2.00% | -6.8% |
| VNLA | Buy | JANUS DETROIT STR TR | $20,796,000 | +0.5% | 414,384 | +1.0% | 2.00% | -9.9% |
| ON | Buy | ON SEMICONDUCTOR CORP | $20,259,000 | +27.4% | 486,886 | +0.2% | 1.95% | +14.2% |
| AAPL | Buy | APPLE INC | $19,999,000 | -7.9% | 163,727 | +0.0% | 1.92% | -17.5% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETF | $19,628,000 | +0.3% | 388,829 | +0.5% | 1.89% | -10.0% |
| EEM | Sell | ISHARES TR | $18,702,000 | +2.9% | 350,628 | -0.3% | 1.80% | -7.7% |
| GEM | Buy | GOLDMAN SACHS ETF TR | $18,607,000 | +5.8% | 471,176 | +2.2% | 1.79% | -5.2% |
| JAAA | Buy | JANUS DETROIT STR TR | $18,367,000 | +12.1% | 363,628 | +11.7% | 1.77% | +0.5% |
| VRP | Buy | INVESCO EXCH TRADED FD TR II | $17,946,000 | +1.7% | 694,218 | +2.1% | 1.73% | -8.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $17,518,000 | +3.7% | 72,138 | -0.0% | 1.69% | -7.1% |
| DHI | Buy | D R HORTON INC | $16,308,000 | +31.3% | 182,989 | +1.5% | 1.57% | +17.6% |
| ABBV | Buy | ABBVIE INC | $15,102,000 | +2.3% | 139,546 | +1.3% | 1.45% | -8.3% |
| AMGN | Buy | AMGEN INC | $13,537,000 | +10.0% | 54,409 | +1.7% | 1.30% | -1.4% |
| GILD | Buy | GILEAD SCIENCES INC | $13,463,000 | +11.6% | 208,304 | +0.6% | 1.30% | +0.1% |
| PFF | Buy | ISHARES TR | $12,242,000 | +31.7% | 318,795 | +32.1% | 1.18% | +18.0% |
| LOW | Buy | LOWES COS INC | $11,296,000 | +20.2% | 59,395 | +1.4% | 1.09% | +7.7% |
| BIIB | Buy | BIOGEN INC | $11,008,000 | +15.8% | 39,348 | +1.4% | 1.06% | +3.8% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $10,588,000 | +17.8% | 453,431 | +17.8% | 1.02% | +5.6% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $10,562,000 | +18.2% | 521,051 | +1.0% | 1.02% | +5.9% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $10,411,000 | +23.3% | 411,514 | +23.7% | 1.00% | +10.5% |
| WMT | Buy | WALMART INC | $10,311,000 | -3.8% | 75,909 | +2.1% | 0.99% | -13.7% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $9,548,000 | +16.3% | 213,895 | +5.4% | 0.92% | +4.2% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $8,045,000 | +34.0% | 322,070 | +33.7% | 0.77% | +20.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $7,834,000 | +1.4% | 56,338 | -1.7% | 0.75% | -9.2% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $7,696,000 | +9.3% | 37,969 | +1.9% | 0.74% | -2.0% |
| BDX | Sell | BECTON DICKINSON & CO | $7,530,000 | -3.0% | 30,969 | -0.2% | 0.72% | -13.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $7,423,000 | +8.1% | 22,937 | +1.8% | 0.71% | -3.1% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $6,961,000 | -9.4% | 301,867 | -9.2% | 0.67% | -18.8% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $6,715,000 | -6.5% | 44,256 | -0.2% | 0.65% | -16.2% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $6,482,000 | -8.1% | 306,758 | -7.8% | 0.62% | -17.7% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $6,025,000 | +38.3% | 245,400 | +38.0% | 0.58% | +23.9% |
| HD | Sell | HOME DEPOT INC | $5,769,000 | +14.4% | 18,899 | -0.5% | 0.56% | +2.6% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $5,509,000 | -2.3% | 254,573 | -1.8% | 0.53% | -12.4% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $4,342,000 | -0.7% | 199,429 | -0.1% | 0.42% | -11.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,080,000 | +4.8% | 24,822 | +0.3% | 0.39% | -6.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,619,000 | -1.1% | 26,719 | +1.6% | 0.35% | -11.5% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,154,000 | +15.2% | 142,270 | +16.4% | 0.30% | +3.1% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,631,000 | +26.9% | 118,790 | +29.7% | 0.25% | +13.5% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $2,634,000 | +6.6% | 18,265 | +2.1% | 0.25% | -4.5% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,602,000 | -1.4% | 22,900 | -3.0% | 0.25% | -11.7% |
| HIW | HIGHWOODS PPTYS INC | $2,584,000 | +8.3% | 60,175 | 0.0% | 0.25% | -2.7% | |
| FXR | New | FIRST TR EXCHANGE TRADED FD | $2,492,000 | – | 43,995 | +100.0% | 0.24% | – |
| GOOGL | ALPHABET INC | $2,386,000 | +17.7% | 1,157 | 0.0% | 0.23% | +5.5% | |
| FXD | Sell | FIRST TR EXCHANGE TRADED FD | $2,381,000 | +0.9% | 40,910 | -11.8% | 0.23% | -9.5% |
| FTXR | New | FIRST TR EXCHANGE-TRADED FD | $2,363,000 | – | 71,795 | +100.0% | 0.23% | – |
| CL | COLGATE PALMOLIVE CO | $2,121,000 | -7.8% | 26,900 | 0.0% | 0.20% | -17.4% | |
| PEP | PEPSICO INC | $1,796,000 | -4.6% | 12,700 | 0.0% | 0.17% | -14.4% | |
| MSFT | Buy | MICROSOFT CORP | $1,768,000 | +6.1% | 7,500 | +0.1% | 0.17% | -5.0% |
| USB | Sell | US BANCORP DEL | $1,767,000 | +17.1% | 31,948 | -1.4% | 0.17% | +4.9% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,626,000 | -7.7% | 4,102 | -13.0% | 0.16% | -17.5% |
| CBSH | COMMERCE BANCSHARES INC | $1,463,000 | +16.6% | 19,101 | 0.0% | 0.14% | +4.4% | |
| HTH | HILLTOP HOLDINGS INC | $1,386,000 | +24.1% | 40,600 | 0.0% | 0.13% | +10.8% | |
| PAYX | PAYCHEX INC | $1,263,000 | +5.2% | 12,887 | 0.0% | 0.12% | -5.4% | |
| JPM | Buy | JPMORGAN CHASE & CO | $1,241,000 | +20.4% | 8,149 | +0.4% | 0.12% | +7.2% |
| AMZN | AMAZON COM INC | $1,173,000 | -4.9% | 379 | 0.0% | 0.11% | -14.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | $1,114,000 | +10.2% | 4,362 | 0.0% | 0.11% | -1.8% | |
| SLQT | SELECTQUOTE INC | $1,102,000 | +42.2% | 37,332 | 0.0% | 0.11% | +27.7% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,055,000 | +5.1% | 5,600 | -1.8% | 0.10% | -5.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,053,000 | +7.8% | 13,624 | -0.2% | 0.10% | -3.8% |
| XOM | Buy | EXXON MOBIL CORP | $997,000 | +36.0% | 17,852 | +0.4% | 0.10% | +21.5% |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $995,000 | +112.6% | 19,872 | +113.8% | 0.10% | +92.0% |
| NEE | Buy | NEXTERA ENERGY INC | $973,000 | +1.1% | 12,867 | +3.2% | 0.09% | -8.7% |
| PFE | Buy | PFIZER INC | $905,000 | +3.9% | 24,975 | +5.6% | 0.09% | -7.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $897,000 | +3.9% | 14,216 | +2.2% | 0.09% | -7.5% |
| GBIL | Sell | GOLDMAN SACHS ETF TR | $836,000 | -10.7% | 8,350 | -10.7% | 0.08% | -20.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $834,000 | +3.5% | 6,258 | -2.2% | 0.08% | -8.0% |
| ORCL | Buy | ORACLE CORP | $765,000 | +9.1% | 10,906 | +0.7% | 0.07% | -1.3% |
| DE | DEERE & CO | $748,000 | +39.0% | 2,000 | 0.0% | 0.07% | +24.1% | |
| MO | Buy | ALTRIA GROUP INC | $743,000 | +25.7% | 14,522 | +0.8% | 0.07% | +12.7% |
| PH | PARKER-HANNIFIN CORP | $710,000 | +15.8% | 2,250 | 0.0% | 0.07% | +3.0% | |
| MCD | Buy | MCDONALDS CORP | $696,000 | +7.9% | 3,103 | +3.2% | 0.07% | -2.9% |
| CAT | Buy | CATERPILLAR INC | $678,000 | +38.1% | 2,924 | +8.3% | 0.06% | +22.6% |
| AVNS | AVANOS MED INC | $656,000 | -4.7% | 15,000 | 0.0% | 0.06% | -14.9% | |
| QCOM | Buy | QUALCOMM INC | $633,000 | -12.6% | 4,774 | +0.5% | 0.06% | -21.8% |
| UMBF | UMB FINL CORP | $637,000 | +33.8% | 6,894 | 0.0% | 0.06% | +19.6% | |
| TSLA | TESLA INC | $598,000 | -5.4% | 895 | 0.0% | 0.06% | -14.7% | |
| KO | COCA COLA CO | $607,000 | -3.8% | 11,507 | 0.0% | 0.06% | -14.7% | |
| NXPI | NXP SEMICONDUCTORS N V | $604,000 | +26.6% | 3,000 | 0.0% | 0.06% | +13.7% | |
| HTLF | Buy | HEARTLAND FINL USA INC | $605,000 | +28.7% | 12,031 | +3.4% | 0.06% | +16.0% |
| MCO | Sell | MOODYS CORP | $597,000 | -26.6% | 2,000 | -28.6% | 0.06% | -34.5% |
| GSST | Sell | GOLDMAN SACHS ETF TR | $574,000 | -11.7% | 11,300 | -11.7% | 0.06% | -21.4% |
| IVV | Buy | ISHARES TR | $545,000 | +48.1% | 1,370 | +39.9% | 0.05% | +30.0% |
| SRE | SEMPRA ENERGY | $545,000 | +4.0% | 4,113 | 0.0% | 0.05% | -7.1% | |
| DIS | Buy | DISNEY WALT CO | $509,000 | +5.8% | 2,757 | +3.9% | 0.05% | -5.8% |
| BAC | Buy | BK OF AMERICA CORP | $511,000 | +28.7% | 13,219 | +1.0% | 0.05% | +14.0% |
| CVX | Buy | CHEVRON CORP NEW | $475,000 | +25.0% | 4,537 | +0.8% | 0.05% | +12.2% |
| SAIA | SAIA INC | $473,000 | +27.5% | 2,050 | 0.0% | 0.05% | +15.0% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $470,000 | -81.3% | 2,153 | -81.8% | 0.04% | -83.3% |
| AEP | AMERICAN ELEC PWR CO INC | $466,000 | +1.7% | 5,500 | 0.0% | 0.04% | -8.2% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $460,000 | +11.9% | 4,800 | 0.0% | 0.04% | 0.0% | |
| LIN | LINDE PLC | $462,000 | +6.2% | 1,650 | 0.0% | 0.04% | -6.4% | |
| VTI | Sell | VANGUARD INDEX FDS | $455,000 | -2.6% | 2,200 | -8.3% | 0.04% | -12.0% |
| CVS | Buy | CVS HEALTH CORP | $442,000 | +21.8% | 5,871 | +10.4% | 0.04% | +10.3% |
| ZTS | ZOETIS INC | $448,000 | -4.9% | 2,846 | 0.0% | 0.04% | -15.7% | |
| ABT | ABBOTT LABS | $439,000 | +9.5% | 3,662 | 0.0% | 0.04% | -2.3% | |
| PM | Sell | PHILIP MORRIS INTL INC | $434,000 | +3.1% | 4,889 | -3.9% | 0.04% | -6.7% |
| WFC | Sell | WELLS FARGO CO NEW | $432,000 | +28.6% | 11,057 | -0.6% | 0.04% | +16.7% |
| IVW | ISHARES TR | $418,000 | +2.0% | 6,426 | 0.0% | 0.04% | -9.1% | |
| COST | Buy | COSTCO WHSL CORP NEW | $412,000 | +2.2% | 1,170 | +9.3% | 0.04% | -7.0% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $411,000 | -14.9% | 6,850 | -14.9% | 0.04% | -23.1% |
| FB | FACEBOOK INC | $409,000 | +7.9% | 1,387 | 0.0% | 0.04% | -4.9% | |
| CERN | CERNER CORP | $408,000 | -8.5% | 5,681 | 0.0% | 0.04% | -18.8% | |
| CARR | CARRIER GLOBAL CORPORATION | $381,000 | +12.1% | 9,025 | 0.0% | 0.04% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $382,000 | +28.2% | 18,500 | 0.0% | 0.04% | +15.6% | |
| EMR | EMERSON ELEC CO | $361,000 | +12.5% | 4,000 | 0.0% | 0.04% | +2.9% | |
| WM | WASTE MGMT INC DEL | $339,000 | +9.4% | 2,625 | 0.0% | 0.03% | 0.0% | |
| CMCSA | Buy | COMCAST CORP NEW | $328,000 | +4.1% | 6,060 | +0.8% | 0.03% | -5.9% |
| C | Buy | CITIGROUP INC | $331,000 | +27.3% | 4,548 | +7.9% | 0.03% | +14.3% |
| IRM | Buy | IRON MTN INC NEW | $308,000 | +26.7% | 8,330 | +1.0% | 0.03% | +15.4% |
| OTIS | OTIS WORLDWIDE CORP | $309,000 | +1.3% | 4,512 | 0.0% | 0.03% | -9.1% | |
| STPZ | Sell | PIMCO ETF TR | $292,000 | -16.1% | 5,333 | -17.0% | 0.03% | -24.3% |
| HON | Sell | HONEYWELL INTL INC | $285,000 | -3.7% | 1,315 | -5.4% | 0.03% | -15.6% |
| KSU | KANSAS CITY SOUTHERN | $264,000 | +29.4% | 1,000 | 0.0% | 0.02% | +13.6% | |
| LH | LABORATORY CORP AMER HLDGS | $255,000 | +25.0% | 1,000 | 0.0% | 0.02% | +13.6% | |
| TJX | Sell | TJX COS INC NEW | $249,000 | -10.4% | 3,766 | -7.4% | 0.02% | -20.0% |
| IJS | ISHARES TR | $239,000 | +23.8% | 2,371 | 0.0% | 0.02% | +9.5% | |
| CHKP | CHECK POINT SOFTWARE TECH LT | $241,000 | -15.7% | 2,150 | 0.0% | 0.02% | -25.8% | |
| VO | VANGUARD INDEX FDS | $228,000 | +7.0% | 1,032 | 0.0% | 0.02% | -4.3% | |
| ENR | ENERGIZER HLDGS INC NEW | $225,000 | +12.5% | 4,742 | 0.0% | 0.02% | +4.8% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $221,000 | +2.3% | 12,480 | 0.0% | 0.02% | -8.7% | |
| IFV | Buy | FIRST TR EXCHANGE-TRADED FD | $210,000 | +204.3% | 9,125 | +194.4% | 0.02% | +185.7% |
| MDYG | SPDR SER TR | $195,000 | +8.3% | 2,594 | 0.0% | 0.02% | 0.0% | |
| VOE | VANGUARD INDEX FDS | $201,000 | +13.6% | 1,490 | 0.0% | 0.02% | 0.0% | |
| GRMN | GARMIN LTD | $198,000 | +10.6% | 1,500 | 0.0% | 0.02% | 0.0% | |
| IJT | Sell | ISHARES TR | $200,000 | +11.7% | 1,558 | -0.6% | 0.02% | 0.0% |
| PACW | GREAT WESTN NATL BK PORTLAND | $191,000 | +50.4% | 5,000 | 0.0% | 0.02% | +28.6% | |
| ECL | Sell | ECOLAB INC | $186,000 | -10.1% | 867 | -9.6% | 0.02% | -18.2% |
| UNH | UNITEDHEALTH GROUP INC | $185,000 | +6.3% | 497 | 0.0% | 0.02% | -5.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $175,000 | +6.1% | 3,014 | +7.6% | 0.02% | -5.6% |
| AMLP | ALPS ETF TR | $181,000 | +19.1% | 5,940 | 0.0% | 0.02% | +6.2% | |
| DXCM | DEXCOM INC | $180,000 | -2.7% | 500 | 0.0% | 0.02% | -15.0% | |
| SLV | New | ISHARES SILVER TR | $167,000 | – | 7,375 | +100.0% | 0.02% | – |
| SQ | SQUARE INC | $159,000 | +4.6% | 700 | 0.0% | 0.02% | -6.2% | |
| IGSB | Sell | ISHARES TR | $161,000 | -23.0% | 2,950 | -22.2% | 0.02% | -31.8% |
| FLO | FLOWERS FOODS INC | $151,000 | +4.9% | 6,362 | 0.0% | 0.02% | 0.0% | |
| POST | POST HLDGS INC | $143,000 | +5.1% | 1,350 | 0.0% | 0.01% | -6.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $148,000 | +13.0% | 6,700 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TR | $150,000 | +0.7% | 617 | 0.0% | 0.01% | -12.5% | |
| SPSB | SPDR SER TR | $148,000 | 0.0% | 4,725 | 0.0% | 0.01% | -12.5% | |
| UNP | UNION PAC CORP | $149,000 | +5.7% | 675 | 0.0% | 0.01% | -6.7% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $150,000 | +22.0% | 1,549 | +14.9% | 0.01% | +7.7% |
| ANET | Sell | ARISTA NETWORKS INC | $143,000 | -10.6% | 475 | -13.6% | 0.01% | -17.6% |
| AMT | AMERICAN TOWER CORP NEW | $148,000 | +6.5% | 620 | 0.0% | 0.01% | -6.7% | |
| ELY | CALLAWAY GOLF CO | $134,000 | +11.7% | 5,000 | 0.0% | 0.01% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FD | $132,000 | -92.4% | 825 | -92.0% | 0.01% | -93.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $138,000 | +3.8% | 290 | +9.4% | 0.01% | -7.1% |
| AVGO | Buy | BROADCOM INC | $125,000 | +81.2% | 270 | +70.9% | 0.01% | +71.4% |
| EFSC | ENTERPRISE FINL SVCS CORP | $122,000 | +41.9% | 2,460 | 0.0% | 0.01% | +33.3% | |
| FXO | FIRST TR EXCHANGE TRADED FD | $128,000 | +21.9% | 3,075 | 0.0% | 0.01% | +9.1% | |
| EMN | EASTMAN CHEM CO | $121,000 | +10.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $123,000 | +2.5% | 230 | 0.0% | 0.01% | -7.7% | |
| SEE | SEALED AIR CORP NEW | $117,000 | 0.0% | 2,550 | 0.0% | 0.01% | -15.4% | |
| FISV | FISERV INC | $119,000 | +4.4% | 1,000 | 0.0% | 0.01% | -8.3% | |
| FXH | Sell | FIRST TR EXCHANGE TRADED FD | $118,000 | -21.3% | 1,090 | -21.9% | 0.01% | -31.2% |
| MRNA | MODERNA INC | $111,000 | +24.7% | 850 | 0.0% | 0.01% | +10.0% | |
| BP | Sell | BP PLC | $114,000 | -23.0% | 4,700 | -34.7% | 0.01% | -31.2% |
| OXY | OCCIDENTAL PETE CORP | $106,000 | +53.6% | 4,000 | 0.0% | 0.01% | +42.9% | |
| GIS | Buy | GENERAL MLS INC | $103,000 | +7.3% | 1,676 | +2.4% | 0.01% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $107,000 | +3.9% | 1,432 | 0.0% | 0.01% | -9.1% | |
| SBUX | Buy | STARBUCKS CORP | $100,000 | +33.3% | 916 | +30.9% | 0.01% | +25.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $101,000 | +124.4% | 200 | +100.0% | 0.01% | +100.0% |
| AXON | AXON ENTERPRISE INC | $100,000 | +16.3% | 700 | 0.0% | 0.01% | +11.1% | |
| V | VISA INC | $99,000 | -2.9% | 468 | 0.0% | 0.01% | -9.1% | |
| SCHG | New | SCHWAB STRATEGIC TR | $96,000 | – | 736 | +100.0% | 0.01% | – |
| DFS | DISCOVER FINL SVCS | $94,000 | +4.4% | 990 | 0.0% | 0.01% | -10.0% | |
| AEE | AMEREN CORP | $98,000 | +4.3% | 1,200 | 0.0% | 0.01% | -10.0% | |
| D | Buy | DOMINION ENERGY INC | $90,000 | +20.0% | 1,189 | +18.9% | 0.01% | +12.5% |
| MDT | MEDTRONIC PLC | $92,000 | +1.1% | 775 | 0.0% | 0.01% | -10.0% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $81,000 | -21.4% | 1,811 | 0.0% | 0.01% | -27.3% | |
| EPC | EDGEWELL PERS CARE CO | $79,000 | +14.5% | 2,000 | 0.0% | 0.01% | +14.3% | |
| EGOV | NIC INC | $85,000 | +30.8% | 2,500 | 0.0% | 0.01% | +14.3% | |
| MDLZ | Buy | MONDELEZ INTL INC | $84,000 | +33.3% | 1,438 | +33.3% | 0.01% | +14.3% |
| MMM | Sell | 3M CO | $80,000 | -11.1% | 417 | -18.9% | 0.01% | -20.0% |
| VFC | Sell | V F CORP | $80,000 | -47.0% | 1,000 | -43.3% | 0.01% | -50.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $82,000 | +36.7% | 1,500 | 0.0% | 0.01% | +33.3% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD T | $80,000 | +31.1% | 565 | +18.9% | 0.01% | +14.3% |
| CW | CURTISS WRIGHT CORP | $87,000 | +1.2% | 735 | 0.0% | 0.01% | -11.1% | |
| SHY | ISHARES TR | $75,000 | 0.0% | 868 | 0.0% | 0.01% | -12.5% | |
| IJH | ISHARES TR | $70,000 | +12.9% | 270 | 0.0% | 0.01% | 0.0% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $70,000 | +14.8% | 317 | +5.7% | 0.01% | 0.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $71,000 | +47.9% | 150 | +50.0% | 0.01% | +40.0% |
| EW | EDWARDS LIFESCIENCES CORP | $76,000 | -8.4% | 912 | 0.0% | 0.01% | -22.2% | |
| DOW | Buy | DOW INC | $74,000 | +21.3% | 1,153 | +4.8% | 0.01% | 0.0% |
| ACGL | ARCH CAP GROUP LTD | $69,000 | +6.2% | 1,800 | 0.0% | 0.01% | 0.0% | |
| ESGU | Sell | ISHARES TR | $58,000 | -36.3% | 638 | -39.8% | 0.01% | -40.0% |
| T | Buy | AT&T INC | $64,000 | +1180.0% | 2,127 | +1094.9% | 0.01% | +500.0% |
| CORR | CORENERGY INFRASTRUCTURE TR | $59,000 | +3.5% | 8,300 | 0.0% | 0.01% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $62,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% | |
| GE | GENERAL ELECTRIC CO | $60,000 | +22.4% | 4,561 | 0.0% | 0.01% | +20.0% | |
| MRK | Buy | MERCK & CO. INC | $65,000 | +58.5% | 847 | +69.4% | 0.01% | +50.0% |
| NKE | NIKE INC | $61,000 | -6.2% | 457 | 0.0% | 0.01% | -14.3% | |
| SWKS | SKYWORKS SOLUTIONS INC | $64,000 | +18.5% | 351 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD INDEX FDS | $64,000 | +10.3% | 300 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP | $49,000 | +4.3% | 425 | 0.0% | 0.01% | 0.0% | |
| IEF | ISHARES TR | $56,000 | -6.7% | 500 | 0.0% | 0.01% | -16.7% | |
| GRWG | GROWGENERATION CORP | $55,000 | +25.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
| LLY | Sell | LILLY ELI & CO | $56,000 | -33.3% | 300 | -40.0% | 0.01% | -44.4% |
| CFFN | CAPITOL FED FINL INC | $49,000 | +6.5% | 3,715 | 0.0% | 0.01% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $55,000 | +19.6% | 1,123 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TR | $49,000 | +11.4% | 500 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TR | $50,000 | -2.0% | 400 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TR | $56,000 | +16.7% | 1,635 | 0.0% | 0.01% | 0.0% | |
| ENB | Buy | ENBRIDGE INC | $50,000 | +614.3% | 1,375 | +522.2% | 0.01% | +400.0% |
| BLK | New | BLACKROCK INC | $52,000 | – | 69 | +100.0% | 0.01% | – |
| BK | Sell | BANK NEW YORK MELLON CORP | $55,000 | -5.2% | 1,154 | -14.8% | 0.01% | -16.7% |
| IJR | Buy | ISHARES TR | $54,000 | +28.6% | 498 | +7.8% | 0.01% | 0.0% |
| MUB | Sell | ISHARES TR | $46,000 | -30.3% | 393 | -29.7% | 0.00% | -42.9% |
| EEFT | EURONET WORLDWIDE INC | $41,000 | -4.7% | 300 | 0.0% | 0.00% | -20.0% | |
| VTRS | VIATRIS INC | $37,000 | -26.0% | 2,664 | 0.0% | 0.00% | -20.0% | |
| TMUS | Buy | T-MOBILE US INC | $38,000 | +35.7% | 306 | +48.5% | 0.00% | +33.3% |
| NUE | NUCOR CORP | $40,000 | +48.1% | 500 | 0.0% | 0.00% | +33.3% | |
| GCP | New | GCP APPLIED TECHNOLOGIES INC | $37,000 | – | 1,500 | +100.0% | 0.00% | – |
| GDX | VANECK VECTORS ETF TR | $42,000 | -8.7% | 1,290 | 0.0% | 0.00% | -20.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $42,000 | -12.5% | 1,144 | 0.0% | 0.00% | -20.0% | |
| EVRG | EVERGY INC | $41,000 | +7.9% | 681 | 0.0% | 0.00% | 0.0% | |
| TYL | New | TYLER TECHNOLOGIES INC | $42,000 | – | 100 | +100.0% | 0.00% | – |
| BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TR | $44,000 | -2.2% | 922 | 0.0% | 0.00% | -20.0% | |
| GLD | SPDR GOLD TR | $46,000 | -9.8% | 286 | 0.0% | 0.00% | -20.0% | |
| TWTR | TWITTER INC | $38,000 | +18.8% | 600 | 0.0% | 0.00% | +33.3% | |
| TRV | New | TRAVELERS COMPANIES INC | $37,000 | – | 248 | +100.0% | 0.00% | – |
| CTVA | CORTEVA INC | $39,000 | +21.9% | 837 | 0.0% | 0.00% | +33.3% | |
| FDX | FEDEX CORP | $43,000 | +10.3% | 150 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TR | $26,000 | -3.7% | 473 | 0.0% | 0.00% | 0.0% | |
| EQIX | EQUINIX INC | $27,000 | -6.9% | 40 | 0.0% | 0.00% | 0.0% | |
| TT | New | TRANE TECHNOLOGIES PLC | $33,000 | – | 200 | +100.0% | 0.00% | – |
| ETN | EATON CORP PLC | $28,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $29,000 | +3.6% | 1,925 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $31,000 | +14.8% | 448 | 0.0% | 0.00% | 0.0% | |
| NTRS | Buy | NORTHERN TR CORP | $30,000 | +233.3% | 290 | +190.0% | 0.00% | +200.0% |
| NP | NEENAH INC | $26,000 | -7.1% | 500 | 0.0% | 0.00% | 0.0% | |
| NTAP | Buy | NETAPP INC | $29,000 | +26.1% | 405 | +15.7% | 0.00% | +50.0% |
| VHT | VANGUARD WORLD FDS | $28,000 | +3.7% | 121 | 0.0% | 0.00% | 0.0% | |
| VLUE | Buy | ISHARES TR | $27,000 | +22.7% | 264 | +6.0% | 0.00% | +50.0% |
| UBER | New | UBER TECHNOLOGIES INC | $27,000 | – | 500 | +100.0% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO | $31,000 | – | 500 | +100.0% | 0.00% | – |
| JHX | New | JAMES HARDIE INDS PLC | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
| ESLT | ELBIT SYS LTD | $29,000 | +11.5% | 200 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $32,000 | +33.3% | 519 | 0.0% | 0.00% | 0.0% | |
| SO | Buy | SOUTHERN CO | $28,000 | +12.0% | 450 | +12.5% | 0.00% | 0.0% |
| BAPR | INNOVATOR ETFS TR | $28,000 | +3.7% | 927 | 0.0% | 0.00% | 0.0% | |
| CB | Buy | CHUBB LIMITED | $36,000 | +80.0% | 230 | +76.9% | 0.00% | +50.0% |
| LW | LAMB WESTON HLDGS INC | $26,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% | |
| CTRE | New | CARETRUST REIT INC | $28,000 | – | 1,200 | +100.0% | 0.00% | – |
| UTF | COHEN & STEERS INFRASTRUCTUR | $35,000 | +9.4% | 1,250 | 0.0% | 0.00% | 0.0% | |
| COP | New | CONOCOPHILLIPS | $31,000 | – | 584 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $36,000 | – | 668 | +100.0% | 0.00% | – |
| MCK | MCKESSON CORP | $29,000 | +11.5% | 150 | 0.0% | 0.00% | 0.0% | |
| PTON | New | PELOTON INTERACTIVE INC | $34,000 | – | 300 | +100.0% | 0.00% | – |
| PLMR | Sell | PALOMAR HLDGS INC | $34,000 | -45.2% | 500 | -28.6% | 0.00% | -57.1% |
| XMLV | New | INVESCO EXCH TRADED FD TR II | $17,000 | – | 326 | +100.0% | 0.00% | – |
| IDNA | ISHARES TR | $24,000 | 0.0% | 533 | 0.0% | 0.00% | -33.3% | |
| JPIN | New | J P MORGAN EXCHANGE-TRADED F | $21,000 | – | 349 | +100.0% | 0.00% | – |
| GTY | GETTY RLTY CORP NEW | $25,000 | +4.2% | 879 | 0.0% | 0.00% | -33.3% | |
| GDS | New | GDS HLDGS LTD | $16,000 | – | 200 | +100.0% | 0.00% | – |
| FLS | FLOWSERVE CORP | $20,000 | +5.3% | 525 | 0.0% | 0.00% | 0.0% | |
| HDMV | FIRST TR EXCH TRADED FD III | $22,000 | +4.8% | 700 | 0.0% | 0.00% | 0.0% | |
| FMNB | New | FARMERS NATIONAL BANC CORP | $19,000 | – | 1,142 | +100.0% | 0.00% | – |
| EMQQ | EXCHANGE TRADED CONCEPTS TR | $25,000 | 0.0% | 390 | 0.0% | 0.00% | -33.3% | |
| EPM | EVOLUTION PETE CORP | $17,000 | +21.4% | 5,000 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $23,000 | 0.0% | 262 | 0.0% | 0.00% | 0.0% | |
| MS | New | MORGAN STANLEY | $21,000 | – | 270 | +100.0% | 0.00% | – |
| MSI | MOTOROLA SOLUTIONS INC | $20,000 | +11.1% | 104 | 0.0% | 0.00% | 0.0% | |
| NOK | New | NOKIA CORP | $16,000 | – | 4,000 | +100.0% | 0.00% | – |
| EQC | New | EQUITY COMWLTH | $21,000 | – | 764 | +100.0% | 0.00% | – |
| OGE | OGE ENERGY CORP | $23,000 | 0.0% | 720 | 0.0% | 0.00% | 0.0% | |
| CNCR | ETF SER SOLUTIONS | $20,000 | -4.8% | 665 | 0.0% | 0.00% | 0.0% | |
| DKNG | New | DRAFTKINGS INC | $25,000 | – | 400 | +100.0% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $24,000 | -11.1% | 75 | 0.0% | 0.00% | -33.3% | |
| DEI | DOUGLAS EMMETT INC | $16,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% | |
| DEO | New | DIAGEO PLC | $23,000 | – | 143 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $23,000 | – | 363 | +100.0% | 0.00% | – |
| TROW | PRICE T ROWE GROUP INC | $21,000 | +10.5% | 125 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $18,000 | +20.0% | 302 | 0.0% | 0.00% | 0.0% | |
| SSO | PROSHARES TR | $20,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $21,000 | +5.0% | 225 | 0.0% | 0.00% | 0.0% | |
| INCO | COLUMBIA ETF TR II | $17,000 | +6.2% | 330 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLC | $24,000 | +14.3% | 600 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TR | $24,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SAFM | New | SANDERSON FARMS INC | $19,000 | – | 119 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $20,000 | – | 324 | +100.0% | 0.00% | – |
| SHAK | SHAKE SHACK INC | $23,000 | +35.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $18,000 | +38.5% | 155 | 0.0% | 0.00% | +100.0% | |
| SNN | New | SMITH & NEPHEW PLC | $23,000 | – | 600 | +100.0% | 0.00% | – |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $17,000 | +21.4% | 350 | 0.0% | 0.00% | 0.0% | |
| HRB | Buy | BLOCK H & R INC | $16,000 | +77.8% | 747 | +31.1% | 0.00% | +100.0% |
| TTE | New | TOTAL SE | $24,000 | – | 518 | +100.0% | 0.00% | – |
| ULTA | Sell | ULTA BEAUTY INC | $19,000 | -34.5% | 60 | -40.0% | 0.00% | -33.3% |
| AGR | New | AVANGRID INC | $20,000 | – | 400 | +100.0% | 0.00% | – |
| VIG | VANGUARD SPECIALIZED FUNDS | $17,000 | +6.2% | 113 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $23,000 | +9.5% | 410 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $19,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTD | $23,000 | -4.2% | 102 | 0.0% | 0.00% | -33.3% | |
| APD | AIR PRODS & CHEMS INC | $20,000 | +5.3% | 70 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $19,000 | +26.7% | 100 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $16,000 | +23.1% | 250 | 0.0% | 0.00% | +100.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $19,000 | +5.6% | 1,057 | 0.0% | 0.00% | 0.0% | |
| IXN | Buy | ISHARES TR | $22,000 | +10.0% | 73 | +9.0% | 0.00% | 0.0% |
| NOW | SERVICENOW INC | $13,000 | -7.1% | 25 | 0.0% | 0.00% | -50.0% | |
| MNKD | MANNKIND CORP | $8,000 | +33.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GMDA | GAMIDA CELL LTD | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PRU | Buy | PRUDENTIAL FINL INC | $11,000 | +83.3% | 124 | +55.0% | 0.00% | 0.0% |
| CODI | New | COMPASS DIVERSIFIED | $6,000 | – | 280 | +100.0% | 0.00% | – |
| RM | REGIONAL MGMT CORP | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $14,000 | 0.0% | 10 | 0.0% | 0.00% | -50.0% | |
| RBBN | RIBBON COMMUNICATIONS INC | $6,000 | +20.0% | 739 | 0.0% | 0.00% | 0.0% | |
| SJW | New | SJW GROUP | $10,000 | – | 154 | +100.0% | 0.00% | – |
| CNP | CENTERPOINT ENERGY INC | $9,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| MTSC | New | MTS SYS CORP | $6,000 | – | 102 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $13,000 | – | 500 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $13,000 | – | 100 | +100.0% | 0.00% | – |
| FXN | Sell | FIRST TR EXCHANGE TRADED FD | $14,000 | -48.1% | 1,400 | -58.8% | 0.00% | -66.7% |
| CWH | New | CAMPING WORLD HLDGS INC | $15,000 | – | 400 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $9,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SSTK | New | SHUTTERSTOCK INC | $9,000 | – | 100 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $10,000 | +11.1% | 80 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC | $6,000 | -14.3% | 25 | 0.0% | 0.00% | 0.0% | |
| CALM | New | CAL MAINE FOODS INC | $13,000 | – | 345 | +100.0% | 0.00% | – |
| K | Buy | KELLOGG CO | $13,000 | – | 200 | +2757.1% | 0.00% | – |
| AI | C3 AI INC | $7,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| SYK | STRYKER CORPORATION | $9,000 | -10.0% | 39 | 0.0% | 0.00% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $9,000 | +125.0% | 46 | +84.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $6,000 | – | 17 | +100.0% | 0.00% | – |
| BYND | BEYOND MEAT INC | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $12,000 | +9.1% | 238 | 0.0% | 0.00% | 0.0% | |
| IUSB | New | ISHARES TR | $8,000 | – | 146 | +100.0% | 0.00% | – |
| BERY | BERRY GLOBAL GROUP INC | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| ESGE | Sell | ISHARES INC | $9,000 | -78.0% | 203 | -79.3% | 0.00% | -75.0% |
| BAX | New | BAXTER INTL INC | $7,000 | – | 78 | +100.0% | 0.00% | – |
| UNM | Buy | UNUM GROUP | $10,000 | +66.7% | 346 | +38.4% | 0.00% | 0.0% |
| VLO | VALERO ENERGY CORP | $14,000 | +27.3% | 200 | 0.0% | 0.00% | 0.0% | |
| USMV | Sell | ISHARES TR | $14,000 | 0.0% | 201 | -2.0% | 0.00% | -50.0% |
| VOOG | VANGUARD ADMIRAL FDS INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $9,000 | +12.5% | 30 | 0.0% | 0.00% | 0.0% | |
| GOVT | Sell | ISHARES TR | $8,000 | -70.4% | 295 | -70.6% | 0.00% | -66.7% |
| VGT | VANGUARD WORLD FDS | $14,000 | 0.0% | 40 | 0.0% | 0.00% | -50.0% | |
| VAR | New | VARIAN MED SYS INC | $14,000 | – | 78 | +100.0% | 0.00% | – |
| ATO | ATMOS ENERGY CORP | $14,000 | 0.0% | 146 | 0.0% | 0.00% | -50.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $10,000 | +11.1% | 160 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC | $15,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% | |
| HPQ | HP INC | $7,000 | +16.7% | 236 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $12,000 | +9.1% | 643 | 0.0% | 0.00% | 0.0% | |
| APA | New | APA CORPORATION | $11,000 | – | 600 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NV | $13,000 | – | 211 | +100.0% | 0.00% | – |
| WEN | New | WENDYS CO | $11,000 | – | 522 | +100.0% | 0.00% | – |
| EFG | Sell | ISHARES TR | $12,000 | -70.7% | 118 | -71.0% | 0.00% | -75.0% |
| EFV | New | ISHARES TR | $9,000 | – | 172 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LTD | $15,000 | – | 59 | +100.0% | 0.00% | – |
| NMRK | NEWMARK GROUP INC | $9,000 | +28.6% | 902 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG | $6,000 | -14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| NIO | New | NIO INC | $7,000 | – | 175 | +100.0% | 0.00% | – |
| EXC | EXELON CORP | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP | $6,000 | +100.0% | 500 | 0.0% | 0.00% | – | |
| OMC | New | OMNICOM GROUP INC | $15,000 | – | 200 | +100.0% | 0.00% | – |
| EIX | EDISON INTL | $8,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| MET | New | METLIFE INC | $10,000 | – | 160 | +100.0% | 0.00% | – |
| PCG | New | PG&E CORP | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
| ICUI | New | ICU MED INC | $12,000 | – | 56 | +100.0% | 0.00% | – |
| PXE | INVESCO EXCHANGE TRADED FD T | $10,000 | +42.9% | 680 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $9,000 | +50.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $8,000 | +14.3% | 640 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $13,000 | -18.8% | 50 | 0.0% | 0.00% | -50.0% | |
| PSX | PHILLIPS 66 | $13,000 | +18.2% | 163 | 0.0% | 0.00% | 0.0% | |
| GPRO | GOPRO INC | $3,000 | +50.0% | 300 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| IHI | Sell | ISHARES TR | $3,000 | -80.0% | 8 | -83.0% | 0.00% | -100.0% |
| TSN | New | TYSON FOODS INC | $3,000 | – | 42 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,000 | +50.0% | 202 | 0.0% | 0.00% | – | |
| OVV | OVINTIV INC | $4,000 | +100.0% | 169 | 0.0% | 0.00% | – | |
| KEY | New | KEYCORP | $4,000 | – | 220 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $3,000 | – | 48 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $3,000 | – | 37 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $4,000 | – | 17 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $4,000 | – | 151 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINANCIAL | $3,000 | – | 73 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 23 | +100.0% | 0.00% | – |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| TGT | New | TARGET CORP | $5,000 | – | 24 | +100.0% | 0.00% | – |
| TDOC | TELADOC HEALTH INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| EBIX | EBIX INC | $4,000 | -20.0% | 140 | 0.0% | 0.00% | -100.0% | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| YELL | New | YELLOW CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ISEE | IVERIC BIO INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | -100.0% | |
| NWL | NEWELL BRANDS INC | $4,000 | +33.3% | 140 | 0.0% | 0.00% | – | |
| UPS | New | UNITED PARCEL SERVICE INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| MTUM | New | ISHARES TR | $4,000 | – | 24 | +100.0% | 0.00% | – |
| AVT | New | AVNET INC | $3,000 | – | 83 | +100.0% | 0.00% | – |
| BMYRT | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -520 | -100.0% | 0.00% | – |
| TFI | Exit | SPDR SER TR | $0 | – | -21 | -100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIAL | $2,000 | – | 34 | +100.0% | 0.00% | – |
| VLY | New | VALLEY NATL BANCORP | $5,000 | – | 340 | +100.0% | 0.00% | – |
| MEAR | Exit | ISHARES U S ETF TR | $0 | – | -39 | -100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TR | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| IP | Buy | INTERNATIONAL PAPER CO | $4,000 | – | 72 | +620.0% | 0.00% | – |
| NKLA | NIKOLA CORP | $2,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| NRG | New | NRG ENERGY INC | $2,000 | – | 65 | +100.0% | 0.00% | – |
| AES | New | AES CORP | $4,000 | – | 141 | +100.0% | 0.00% | – |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $5,000 | +25.0% | 200 | 0.0% | 0.00% | – | |
| LQD | Sell | ISHARES TR | $4,000 | -88.9% | 34 | -87.1% | 0.00% | -100.0% |
| ACB | New | AURORA CANNABIS INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $5,000 | – | 18 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORP | $5,000 | – | 70 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
| VUG | VANGUARD INDEX FDS | $5,000 | 0.0% | 20 | 0.0% | 0.00% | -100.0% | |
| MAA | New | MID-AMER APT CMNTYS INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $4,000 | – | 122 | +100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC | $0 | – | -97 | -100.0% | 0.00% | – |
| ET | ENERGY TRANSFER LP | $2,000 | +100.0% | 223 | 0.0% | 0.00% | – | |
| MDC | New | M D C HLDGS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| FR | New | FIRST INDL RLTY TR INC | $3,000 | – | 57 | +100.0% | 0.00% | – |
| RIDE | LORDSTOWN MOTORS CORP | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| SLB | New | SCHLUMBERGER LTD | $4,000 | – | 145 | +100.0% | 0.00% | – |
| SCHW | New | SCHWAB CHARLES CORP | $4,000 | – | 65 | +100.0% | 0.00% | – |
| YRCW | Exit | YRC WORLDWIDE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC | $3,000 | – | 105 | +100.0% | 0.00% | – |
| LXU | LSB INDS INC | $3,000 | +50.0% | 650 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $1,000 | – | 19 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $2,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| MMSI | New | MERIT MED SYS INC | $5,000 | – | 88 | +100.0% | 0.00% | – |
| CUBE | New | CUBESMART | $3,000 | – | 74 | +100.0% | 0.00% | – |
| SHYG | Exit | ISHARES TR | $0 | – | -261 | -100.0% | -0.00% | – |
| IEFA | Exit | ISHARES TR | $0 | – | -150 | -100.0% | -0.00% | – |
| APA | Exit | APACHE CORP | $0 | – | -600 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES TR | $0 | – | -31 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -500 | -100.0% | -0.00% | – |
| MBB | Exit | ISHARES TR | $0 | – | -149 | -100.0% | -0.00% | – |
| CXO | Exit | CONCHO RES INC | $0 | – | -400 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLC | $0 | – | -250 | -100.0% | -0.00% | – |
| IDV | Exit | ISHARES TR | $0 | – | -680 | -100.0% | -0.00% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -312 | -100.0% | -0.00% | – |
| OGIG | Exit | OSI ETF TR | $0 | – | -554 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES TR | $0 | – | -175 | -100.0% | -0.00% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -192 | -100.0% | -0.00% | – |
| BSTZ | Exit | BLACKROCK SCIENCE & TECH TR | $0 | – | -1,000 | -100.0% | -0.00% | – |
| OUSA | Exit | OSI ETF TR | $0 | – | -913 | -100.0% | -0.00% | – |
| NOBL | Exit | PROSHARES TR | $0 | – | -462 | -100.0% | -0.00% | – |
| DWFI | Exit | SPDR SER TR | $0 | – | -275,364 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-26
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.