$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 115.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMYRT | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -520 | -100.0% | 0.00% | – |
| TFI | Exit | SPDR SER TR | $0 | – | -21 | -100.0% | 0.00% | – |
| MEAR | Exit | ISHARES U S ETF TR | $0 | – | -39 | -100.0% | 0.00% | – |
| AIGWS | Exit | AMERICAN INTL GROUP INC | $0 | – | -97 | -100.0% | 0.00% | – |
| YRCW | Exit | YRC WORLDWIDE INC | $0 | – | -3 | -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.