$1.11 Billion is the total value of ATWOOD & PALMER INC's 416 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 17.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VI | $55,783,000 | +120.0% | 2,358,693 | +94.8% | 5.01% | +105.4% |
| GNRC | Sell | GENERAC HLDGS INC | $49,792,000 | +18.2% | 119,938 | -6.8% | 4.47% | +10.4% |
| GSIE | Buy | GOLDMAN SACHS ETF TR | $38,066,000 | +9.7% | 1,089,787 | +3.8% | 3.42% | +2.4% |
| IMTM | Buy | ISHARES TR | $37,369,000 | +7.7% | 966,118 | +4.7% | 3.36% | +0.6% |
| URI | Sell | UNITED RENTALS INC | $35,068,000 | -4.3% | 109,927 | -1.2% | 3.15% | -10.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $32,342,000 | +11.9% | 64,110 | +1.3% | 2.91% | +4.5% |
| GOOG | Sell | ALPHABET INC | $31,269,000 | +5.5% | 12,476 | -12.9% | 2.81% | -1.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $30,727,000 | +2.3% | 81,213 | -0.1% | 2.76% | -4.4% |
| MA | Sell | MASTERCARD INCORPORATED | $29,770,000 | +2.5% | 81,542 | -0.0% | 2.68% | -4.3% |
| CDW | Sell | CDW CORP | $28,937,000 | -8.7% | 165,685 | -13.4% | 2.60% | -14.8% |
| AMP | Sell | AMERIPRISE FINL INC | $26,065,000 | -18.1% | 104,731 | -23.5% | 2.34% | -23.5% |
| CSCO | Sell | CISCO SYS INC | $25,702,000 | -9.8% | 484,937 | -12.0% | 2.31% | -15.8% |
| FITB | Buy | FIFTH THIRD BANCORP | $23,860,000 | +4.8% | 624,108 | +2.6% | 2.14% | -2.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $23,670,000 | -11.5% | 124,085 | -18.6% | 2.13% | -17.4% |
| SONY | Sell | SONY GROUP CORPORATION | $23,020,000 | -15.2% | 236,778 | -7.5% | 2.07% | -20.8% |
| AAPL | Buy | APPLE INC | $22,954,000 | +14.8% | 167,595 | +2.4% | 2.06% | +7.2% |
| APTV | Sell | APTIV PLC | $22,496,000 | +3.3% | 142,985 | -9.5% | 2.02% | -3.6% |
| HOLX | Buy | HOLOGIC INC | $21,490,000 | -7.9% | 322,088 | +2.7% | 1.93% | -14.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $21,052,000 | +20.2% | 72,224 | +0.1% | 1.89% | +12.2% |
| GEM | Buy | GOLDMAN SACHS ETF TR | $20,916,000 | +12.4% | 512,525 | +8.8% | 1.88% | +5.0% |
| VNLA | Sell | JANUS DETROIT STR TR | $20,333,000 | -2.2% | 404,880 | -2.3% | 1.83% | -8.7% |
| JMBS | Sell | JANUS DETROIT STR TR | $20,275,000 | -2.7% | 381,499 | -2.9% | 1.82% | -9.1% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $19,476,000 | -0.8% | 385,819 | -0.8% | 1.75% | -7.4% |
| ON | Buy | ON SEMICONDUCTOR CORP | $19,392,000 | -4.3% | 506,591 | +4.0% | 1.74% | -10.6% |
| EEM | Buy | ISHARES TR | $19,362,000 | +3.5% | 351,075 | +0.1% | 1.74% | -3.3% |
| INTC | Sell | INTEL CORP | $18,838,000 | -16.0% | 335,557 | -4.2% | 1.69% | -21.5% |
| JAAA | Sell | JANUS DETROIT STR TR | $17,917,000 | -2.5% | 355,121 | -2.3% | 1.61% | -8.9% |
| VRP | Sell | INVESCO EXCH TRADED FD TR II | $17,720,000 | -1.3% | 673,755 | -2.9% | 1.59% | -7.8% |
| DHI | Buy | D R HORTON INC | $17,647,000 | +8.2% | 195,277 | +6.7% | 1.59% | +1.1% |
| ABBV | Buy | ABBVIE INC | $16,978,000 | +12.4% | 150,730 | +8.0% | 1.53% | +5.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $15,737,000 | +22064.8% | 28,176 | +18684.0% | 1.41% | +20100.0% |
| GILD | Buy | GILEAD SCIENCES INC | $14,780,000 | +9.8% | 214,642 | +3.0% | 1.33% | +2.5% |
| AMGN | Buy | AMGEN INC | $14,099,000 | +4.2% | 57,844 | +6.3% | 1.27% | -2.8% |
| BIIB | Buy | BIOGEN INC | $13,788,000 | +25.3% | 39,818 | +1.2% | 1.24% | +17.0% |
| LDOS | New | LEIDOS HOLDINGS INC | $13,529,000 | – | 133,820 | +100.0% | 1.22% | – |
| PFF | Sell | ISHARES TR | $12,420,000 | +1.5% | 315,748 | -1.0% | 1.12% | -5.3% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $12,006,000 | +13.7% | 532,869 | +2.3% | 1.08% | +6.2% |
| LOW | LOWES COS INC | $11,521,000 | +2.0% | 59,395 | 0.0% | 1.04% | -4.8% | |
| WMT | Buy | WALMART INC | $10,791,000 | +4.7% | 76,524 | +0.8% | 0.97% | -2.2% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $10,436,000 | +0.2% | 409,746 | -0.4% | 0.94% | -6.4% |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $10,385,000 | -1.9% | 444,761 | -1.9% | 0.93% | -8.4% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FD | $9,943,000 | +4.1% | 209,866 | -1.9% | 0.89% | -2.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $8,835,000 | +14.8% | 40,873 | +7.6% | 0.79% | +7.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $8,751,000 | +17.9% | 24,078 | +5.0% | 0.79% | +10.1% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $8,105,000 | +0.7% | 321,995 | -0.0% | 0.73% | -5.9% |
| BDX | Sell | BECTON DICKINSON & CO | $7,485,000 | -0.6% | 30,780 | -0.6% | 0.67% | -7.2% |
| JKHY | HENRY JACK & ASSOC INC | $7,236,000 | +7.8% | 44,256 | 0.0% | 0.65% | +0.6% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $7,204,000 | -8.0% | 53,848 | -4.4% | 0.65% | -14.2% |
| BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $6,030,000 | +0.1% | 243,950 | -0.6% | 0.54% | -6.6% |
| HD | Sell | HOME DEPOT INC | $5,992,000 | +3.9% | 18,790 | -0.6% | 0.54% | -3.1% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $5,322,000 | -3.4% | 246,501 | -3.2% | 0.48% | -9.8% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $5,273,000 | -24.2% | 229,163 | -24.1% | 0.47% | -29.3% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $4,863,000 | -25.0% | 230,468 | -24.9% | 0.44% | -30.0% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $4,104,000 | -5.5% | 188,855 | -5.3% | 0.37% | -11.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,048,000 | -0.8% | 24,572 | -1.0% | 0.36% | -7.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,695,000 | +2.1% | 27,388 | +2.5% | 0.33% | -4.6% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $3,109,000 | -1.4% | 140,095 | -1.5% | 0.28% | -7.9% |
| GOOGL | Sell | ALPHABET INC | $2,749,000 | +15.2% | 1,126 | -2.7% | 0.25% | +7.4% |
| HIW | HIGHWOODS PPTYS INC | $2,718,000 | +5.2% | 60,175 | 0.0% | 0.24% | -2.0% | |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $2,639,000 | +0.3% | 118,290 | -0.4% | 0.24% | -6.3% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,561,000 | -2.8% | 16,105 | -11.8% | 0.23% | -9.1% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $2,494,000 | -4.2% | 20,085 | -12.3% | 0.22% | -10.4% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FD | $2,336,000 | -1.9% | 38,475 | -6.0% | 0.21% | -8.3% |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FD | $2,293,000 | -3.0% | 67,470 | -6.0% | 0.21% | -9.3% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FD | $2,285,000 | -8.3% | 38,735 | -12.0% | 0.20% | -14.6% |
| CL | COLGATE PALMOLIVE CO | $2,188,000 | +3.2% | 26,900 | 0.0% | 0.20% | -3.4% | |
| MSFT | Sell | MICROSOFT CORP | $1,992,000 | +12.7% | 7,352 | -2.0% | 0.18% | +5.3% |
| PEP | Sell | PEPSICO INC | $1,880,000 | +4.7% | 12,688 | -0.1% | 0.17% | -2.3% |
| USB | Sell | US BANCORP DEL | $1,803,000 | +2.0% | 31,648 | -0.9% | 0.16% | -4.7% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,732,000 | +6.5% | 4,045 | -1.4% | 0.16% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $1,613,000 | +37.5% | 469 | +23.7% | 0.14% | +28.3% |
| HTH | HILLTOP HOLDINGS INC | $1,478,000 | +6.6% | 40,600 | 0.0% | 0.13% | 0.0% | |
| PAYX | PAYCHEX INC | $1,383,000 | +9.5% | 12,887 | 0.0% | 0.12% | +1.6% | |
| CBSH | Sell | COMMERCE BANCSHARES INC | $1,344,000 | -8.1% | 18,022 | -5.6% | 0.12% | -14.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $1,337,000 | +20.0% | 4,812 | +10.3% | 0.12% | +12.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,221,000 | -1.6% | 7,849 | -3.7% | 0.11% | -7.6% |
| XOM | EXXON MOBIL CORP | $1,126,000 | +12.9% | 17,852 | 0.0% | 0.10% | +5.2% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,112,000 | +5.4% | 5,600 | 0.0% | 0.10% | -2.0% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,084,000 | +2.9% | 12,702 | -6.8% | 0.10% | -4.0% |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $1,003,000 | +0.8% | 19,955 | +0.4% | 0.09% | -6.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $927,000 | +3.3% | 13,866 | -2.5% | 0.08% | -3.5% |
| PFE | Sell | PFIZER INC | $907,000 | +0.2% | 23,159 | -7.3% | 0.08% | -6.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $874,000 | +4.8% | 5,965 | -4.7% | 0.08% | -1.2% |
| NEE | Sell | NEXTERA ENERGY INC | $880,000 | -9.6% | 12,009 | -6.7% | 0.08% | -16.0% |
| ORCL | ORACLE CORP | $849,000 | +11.0% | 10,906 | 0.0% | 0.08% | +2.7% | |
| GBIL | GOLDMAN SACHS ETF TR | $836,000 | 0.0% | 8,350 | 0.0% | 0.08% | -6.2% | |
| HTLF | Buy | HEARTLAND FINL USA INC | $769,000 | +27.1% | 16,359 | +36.0% | 0.07% | +19.0% |
| SLQT | SELECTQUOTE INC | $719,000 | -34.8% | 37,332 | 0.0% | 0.06% | -38.7% | |
| MCD | MCDONALDS CORP | $717,000 | +3.0% | 3,103 | 0.0% | 0.06% | -4.5% | |
| PH | PARKER-HANNIFIN CORP | $691,000 | -2.7% | 2,250 | 0.0% | 0.06% | -8.8% | |
| MO | Sell | ALTRIA GROUP INC | $687,000 | -7.5% | 14,408 | -0.8% | 0.06% | -12.7% |
| CAT | Buy | CATERPILLAR INC | $695,000 | +2.5% | 3,193 | +9.2% | 0.06% | -4.6% |
| QCOM | QUALCOMM INC | $682,000 | +7.7% | 4,774 | 0.0% | 0.06% | 0.0% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $652,000 | +7.9% | 3,170 | +5.7% | 0.06% | +1.7% |
| KO | Buy | COCA COLA CO | $642,000 | +5.8% | 11,859 | +3.1% | 0.06% | 0.0% |
| UMBF | UMB FINL CORP | $642,000 | +0.8% | 6,894 | 0.0% | 0.06% | -4.9% | |
| GSST | Buy | GOLDMAN SACHS ETF TR | $618,000 | +7.7% | 12,185 | +7.8% | 0.06% | +1.8% |
| DE | Sell | DEERE & CO | $609,000 | -18.6% | 1,728 | -13.6% | 0.06% | -23.6% |
| TSLA | TESLA INC | $608,000 | +1.7% | 895 | 0.0% | 0.06% | -5.2% | |
| COST | Buy | COSTCO WHSL CORP NEW | $584,000 | +41.7% | 1,475 | +26.1% | 0.05% | +30.0% |
| MCO | Sell | MOODYS CORP | $544,000 | -8.9% | 1,500 | -25.0% | 0.05% | -14.0% |
| BAC | BK OF AMERICA CORP | $545,000 | +6.7% | 13,219 | 0.0% | 0.05% | 0.0% | |
| AVNS | AVANOS MED INC | $546,000 | -16.8% | 15,000 | 0.0% | 0.05% | -22.2% | |
| ZTS | ZOETIS INC | $530,000 | +18.3% | 2,846 | 0.0% | 0.05% | +11.6% | |
| SRE | Sell | SEMPRA ENERGY | $530,000 | -2.8% | 4,000 | -2.7% | 0.05% | -7.7% |
| CERN | Buy | CERNER CORP | $508,000 | +24.5% | 6,501 | +14.4% | 0.05% | +17.9% |
| DIS | Buy | DISNEY WALT CO | $502,000 | -1.4% | 2,856 | +3.6% | 0.04% | -8.2% |
| PM | PHILIP MORRIS INTL INC | $485,000 | +11.8% | 4,889 | 0.0% | 0.04% | +4.8% | |
| CVX | CHEVRON CORP NEW | $475,000 | 0.0% | 4,537 | 0.0% | 0.04% | -6.5% | |
| LIN | LINDE PLC | $477,000 | +3.2% | 1,650 | 0.0% | 0.04% | -2.3% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $478,000 | +3.9% | 4,800 | 0.0% | 0.04% | -2.3% | |
| WFC | Sell | WELLS FARGO CO NEW | $462,000 | +6.9% | 10,207 | -7.7% | 0.04% | 0.0% |
| AEP | AMERICAN ELEC PWR CO INC | $465,000 | -0.2% | 5,500 | 0.0% | 0.04% | -6.7% | |
| FB | Sell | FACEBOOK INC | $456,000 | +11.5% | 1,312 | -5.4% | 0.04% | +5.1% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FD | $456,000 | +10.9% | 7,600 | +10.9% | 0.04% | +2.5% |
| CVS | Sell | CVS HEALTH CORP | $442,000 | 0.0% | 5,294 | -9.8% | 0.04% | -7.0% |
| CARR | CARRIER GLOBAL CORPORATION | $439,000 | +15.2% | 9,025 | 0.0% | 0.04% | +5.4% | |
| SAIA | SAIA INC | $429,000 | -9.3% | 2,050 | 0.0% | 0.04% | -15.2% | |
| ABT | ABBOTT LABS | $425,000 | -3.2% | 3,662 | 0.0% | 0.04% | -9.5% | |
| EMR | EMERSON ELEC CO | $385,000 | +6.6% | 4,000 | 0.0% | 0.04% | 0.0% | |
| VTI | Sell | VANGUARD INDEX FDS | $379,000 | -16.7% | 1,700 | -22.7% | 0.03% | -22.7% |
| RF | REGIONS FINANCIAL CORP NEW | $373,000 | -2.4% | 18,500 | 0.0% | 0.03% | -8.1% | |
| WM | WASTE MGMT INC DEL | $368,000 | +8.6% | 2,625 | 0.0% | 0.03% | 0.0% | |
| IRM | IRON MTN INC NEW | $353,000 | +14.6% | 8,330 | 0.0% | 0.03% | +6.7% | |
| IVV | Sell | ISHARES TR | $341,000 | -37.4% | 794 | -42.0% | 0.03% | -40.4% |
| CMCSA | Sell | COMCAST CORP NEW | $343,000 | +4.6% | 6,013 | -0.8% | 0.03% | -3.1% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $337,000 | +9.1% | 4,125 | -8.6% | 0.03% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $339,000 | +175.6% | 424 | +84.3% | 0.03% | +150.0% |
| C | Sell | CITIGROUP INC | $304,000 | -8.2% | 4,297 | -5.5% | 0.03% | -15.6% |
| HON | HONEYWELL INTL INC | $288,000 | +1.1% | 1,315 | 0.0% | 0.03% | -3.7% | |
| STPZ | Sell | PIMCO ETF TR | $292,000 | 0.0% | 5,300 | -0.6% | 0.03% | -7.1% |
| LH | LABORATORY CORP AMER HLDGS | $276,000 | +8.2% | 1,000 | 0.0% | 0.02% | 0.0% | |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LT | $255,000 | +5.8% | 2,200 | +2.3% | 0.02% | 0.0% |
| IVW | Sell | ISHARES TR | $249,000 | -40.4% | 3,426 | -46.7% | 0.02% | -45.0% |
| IJS | ISHARES TR | $250,000 | +4.6% | 2,371 | 0.0% | 0.02% | -4.3% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $234,000 | +5.9% | 12,480 | 0.0% | 0.02% | 0.0% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $222,000 | +50.0% | 9,200 | +37.3% | 0.02% | +42.9% |
| TJX | Sell | TJX COS INC NEW | $228,000 | -8.4% | 3,378 | -10.3% | 0.02% | -16.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $219,000 | +48.0% | 810 | +30.6% | 0.02% | +42.9% |
| AMLP | ALPS ETF TR | $216,000 | +19.3% | 5,940 | 0.0% | 0.02% | +11.8% | |
| DXCM | DEXCOM INC | $214,000 | +18.9% | 500 | 0.0% | 0.02% | +11.8% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $214,000 | +22.3% | 3,814 | +26.5% | 0.02% | +11.8% |
| IJT | ISHARES TR | $207,000 | +3.5% | 1,558 | 0.0% | 0.02% | 0.0% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $209,000 | -55.5% | 855 | -60.3% | 0.02% | -57.8% |
| GRMN | GARMIN LTD | $217,000 | +9.6% | 1,500 | 0.0% | 0.02% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $199,000 | +7.6% | 497 | 0.0% | 0.02% | 0.0% | |
| MRNA | MODERNA INC | $200,000 | +80.2% | 850 | 0.0% | 0.02% | +63.6% | |
| ENR | ENERGIZER HLDGS INC NEW | $204,000 | -9.3% | 4,742 | 0.0% | 0.02% | -18.2% | |
| MDYG | SPDR SER TR | $201,000 | +3.1% | 2,594 | 0.0% | 0.02% | -5.3% | |
| IWF | Buy | ISHARES TR | $195,000 | +30.0% | 717 | +16.2% | 0.02% | +28.6% |
| IFV | Sell | FIRST TR EXCHANGE-TRADED FD | $184,000 | -12.4% | 7,465 | -18.2% | 0.02% | -15.0% |
| AVGO | Buy | BROADCOM INC | $188,000 | +50.4% | 394 | +45.9% | 0.02% | +41.7% |
| SLV | ISHARES SILVER TR | $179,000 | +7.2% | 7,375 | 0.0% | 0.02% | 0.0% | |
| ECL | ECOLAB INC | $179,000 | -3.8% | 867 | 0.0% | 0.02% | -11.1% | |
| SQ | SQUARE INC | $171,000 | +7.5% | 700 | 0.0% | 0.02% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $164,000 | +64.0% | 1,466 | +60.0% | 0.02% | +50.0% |
| ELY | CALLAWAY GOLF CO | $169,000 | +26.1% | 5,000 | 0.0% | 0.02% | +15.4% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $170,000 | +23.2% | 290 | 0.0% | 0.02% | +15.4% | |
| SEE | SEALED AIR CORP NEW | $151,000 | +29.1% | 2,550 | 0.0% | 0.01% | +27.3% | |
| IGSB | Sell | ISHARES TR | $151,000 | -6.2% | 2,750 | -6.8% | 0.01% | -6.7% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $154,000 | +140.6% | 801 | +128.2% | 0.01% | +133.3% |
| FLO | FLOWERS FOODS INC | $154,000 | +2.0% | 6,362 | 0.0% | 0.01% | -6.7% | |
| POST | Sell | POST HLDGS INC | $141,000 | -1.4% | 1,303 | -3.5% | 0.01% | -7.1% |
| UNP | UNION PAC CORP | $148,000 | -0.7% | 675 | 0.0% | 0.01% | -7.1% | |
| KSU | Sell | KANSAS CITY SOUTHERN | $142,000 | -46.2% | 500 | -50.0% | 0.01% | -48.0% |
| VEEV | New | VEEVA SYS INC | $143,000 | – | 460 | +100.0% | 0.01% | – |
| DUK | Sell | DUKE ENERGY CORP NEW | $136,000 | -9.3% | 1,381 | -10.8% | 0.01% | -14.3% |
| EMN | EASTMAN CHEM CO | $128,000 | +5.8% | 1,100 | 0.0% | 0.01% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FD | $128,000 | +8.5% | 1,090 | 0.0% | 0.01% | +9.1% | |
| PACW | Sell | PACWEST BANCORP DEL | $123,000 | -35.6% | 3,000 | -40.0% | 0.01% | -38.9% |
| AXON | AXON ENTERPRISE INC | $124,000 | +24.0% | 700 | 0.0% | 0.01% | +10.0% | |
| OXY | OCCIDENTAL PETE CORP | $125,000 | +17.9% | 4,000 | 0.0% | 0.01% | +10.0% | |
| FXO | Sell | FIRST TR EXCHANGE TRADED FD | $119,000 | -7.0% | 2,725 | -11.4% | 0.01% | -8.3% |
| ANET | Sell | ARISTA NETWORKS INC | $118,000 | -17.5% | 325 | -31.6% | 0.01% | -21.4% |
| VO | Sell | VANGUARD INDEX FDS | $120,000 | -47.4% | 505 | -51.1% | 0.01% | -50.0% |
| DFS | DISCOVER FINL SVCS | $117,000 | +24.5% | 990 | 0.0% | 0.01% | +22.2% | |
| SPSB | Sell | SPDR SER TR | $123,000 | -16.9% | 3,925 | -16.9% | 0.01% | -21.4% |
| V | Buy | VISA INC | $119,000 | +20.2% | 507 | +8.3% | 0.01% | +10.0% |
| EFSC | ENTERPRISE FINL SVCS CORP | $114,000 | -6.6% | 2,460 | 0.0% | 0.01% | -16.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $113,000 | +11.9% | 200 | 0.0% | 0.01% | 0.0% | |
| BP | Sell | BP PLC | $111,000 | -2.6% | 4,200 | -10.6% | 0.01% | -9.1% |
| FISV | FISERV INC | $107,000 | -10.1% | 1,000 | 0.0% | 0.01% | -9.1% | |
| MDT | MEDTRONIC PLC | $96,000 | +4.3% | 775 | 0.0% | 0.01% | 0.0% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDS | $95,000 | +458.8% | 613 | +442.5% | 0.01% | +350.0% |
| AEE | AMEREN CORP | $96,000 | -2.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $102,000 | -1.0% | 1,676 | 0.0% | 0.01% | -10.0% | |
| GLD | Buy | SPDR GOLD TR | $97,000 | +110.9% | 586 | +104.9% | 0.01% | +125.0% |
| ED | CONSOLIDATED EDISON INC | $103,000 | -3.7% | 1,432 | 0.0% | 0.01% | -10.0% | |
| RSP | INVESCO EXCHANGE TRADED FD T | $85,000 | +6.2% | 565 | 0.0% | 0.01% | 0.0% | |
| MASI | New | MASIMO CORP | $92,000 | – | 379 | +100.0% | 0.01% | – |
| EW | EDWARDS LIFESCIENCES CORP | $94,000 | +23.7% | 912 | 0.0% | 0.01% | +14.3% | |
| CW | CURTISS WRIGHT CORP | $87,000 | 0.0% | 735 | 0.0% | 0.01% | 0.0% | |
| LLY | Buy | LILLY ELI & CO | $92,000 | +64.3% | 400 | +33.3% | 0.01% | +60.0% |
| EPC | EDGEWELL PERS CARE CO | $88,000 | +11.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IJH | ISHARES TR | $73,000 | +4.3% | 270 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $79,000 | -3.7% | 1,500 | 0.0% | 0.01% | -12.5% | |
| SHY | ISHARES TR | $75,000 | 0.0% | 868 | 0.0% | 0.01% | 0.0% | |
| SCZ | New | ISHARES TR | $78,000 | – | 1,050 | +100.0% | 0.01% | – |
| DOW | DOW INC | $73,000 | -1.4% | 1,153 | 0.0% | 0.01% | 0.0% | |
| D | Sell | DOMINION ENERGY INC | $74,000 | -17.8% | 1,000 | -15.9% | 0.01% | -22.2% |
| TMUS | Buy | T-MOBILE US INC | $73,000 | +92.1% | 506 | +65.4% | 0.01% | +75.0% |
| MMM | 3M CO | $83,000 | +3.8% | 417 | 0.0% | 0.01% | -12.5% | |
| VB | VANGUARD INDEX FDS | $68,000 | +6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $71,000 | +1.4% | 317 | 0.0% | 0.01% | -14.3% | |
| KTB | Buy | KONTOOR BRANDS INC | $68,000 | +23.6% | 1,201 | +6.9% | 0.01% | +20.0% |
| VFC | Sell | V F CORP | $66,000 | -17.5% | 800 | -20.0% | 0.01% | -25.0% |
| ACGL | ARCH CAP GROUP LTD | $70,000 | +1.4% | 1,800 | 0.0% | 0.01% | -14.3% | |
| AJG | GALLAGHER ARTHUR J & CO | $70,000 | +12.9% | 500 | 0.0% | 0.01% | 0.0% | |
| ESGU | ISHARES TR | $63,000 | +8.6% | 638 | 0.0% | 0.01% | 0.0% | |
| MDLZ | Sell | MONDELEZ INTL INC | $62,000 | -26.2% | 988 | -31.3% | 0.01% | -25.0% |
| NKE | NIKE INC | $71,000 | +16.4% | 457 | 0.0% | 0.01% | 0.0% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $66,000 | -18.5% | 1,811 | 0.0% | 0.01% | -25.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $54,000 | -1.8% | 1,055 | -8.6% | 0.01% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $54,000 | +68.8% | 1,019 | +96.3% | 0.01% | +66.7% |
| BIP | New | BROOKFIELD INFRAST PARTNERS | $58,000 | – | 1,048 | +100.0% | 0.01% | – |
| XLF | SELECT SECTOR SPDR TR | $60,000 | +7.1% | 1,635 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TR | $51,000 | +4.1% | 500 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TR | $51,000 | +2.0% | 400 | 0.0% | 0.01% | 0.0% | |
| IEF | ISHARES TR | $58,000 | +3.6% | 500 | 0.0% | 0.01% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $61,000 | +1.7% | 4,561 | 0.0% | 0.01% | -16.7% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTD | $53,000 | – | 445 | +100.0% | 0.01% | – |
| CORR | CORENERGY INFRASTRUCTURE TR | $55,000 | -6.8% | 8,300 | 0.0% | 0.01% | -16.7% | |
| EVR | New | EVERCORE INC | $51,000 | – | 364 | +100.0% | 0.01% | – |
| GRWG | GROWGENERATION CORP | $53,000 | -3.6% | 1,100 | 0.0% | 0.01% | 0.0% | |
| CODI | Buy | COMPASS DIVERSIFIED | $52,000 | +766.7% | 2,041 | +628.9% | 0.01% | +400.0% |
| IWD | New | ISHARES TR | $40,000 | – | 250 | +100.0% | 0.00% | – |
| TYL | TYLER TECHNOLOGIES INC | $45,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $44,000 | -10.2% | 3,715 | 0.0% | 0.00% | -20.0% | |
| MRK | Sell | MERCK & CO INC | $41,000 | -36.9% | 532 | -37.2% | 0.00% | -33.3% |
| EEFT | EURONET WORLDWIDE INC | $41,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $48,000 | +14.3% | 1,144 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $48,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $41,000 | +7.9% | 600 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $41,000 | 0.0% | 681 | 0.0% | 0.00% | 0.0% | |
| MUB | ISHARES TR | $46,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TR | $45,000 | +2.3% | 922 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $45,000 | +4.7% | 150 | 0.0% | 0.00% | 0.0% | |
| CGNX | New | COGNEX CORP | $44,000 | – | 520 | +100.0% | 0.00% | – |
| NTRS | NORTHERN TR CORP | $34,000 | +13.3% | 290 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TR | $29,000 | +11.5% | 473 | 0.0% | 0.00% | 0.0% | |
| VLUE | ISHARES TR | $28,000 | +3.7% | 264 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $30,000 | -3.2% | 500 | 0.0% | 0.00% | 0.0% | |
| IDNA | ISHARES TR | $28,000 | +16.7% | 533 | 0.0% | 0.00% | +50.0% | |
| VHT | VANGUARD WORLD FDS | $30,000 | +7.1% | 121 | 0.0% | 0.00% | 0.0% | |
| JHX | JAMES HARDIE INDS PLC | $34,000 | +9.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VEU | New | VANGUARD INTL EQUITY INDEX F | $33,000 | – | 520 | +100.0% | 0.00% | – |
| CTVA | Sell | CORTEVA INC | $30,000 | -23.1% | 679 | -18.9% | 0.00% | -25.0% |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $36,000 | +24.1% | 1,925 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $36,000 | +16.1% | 584 | 0.0% | 0.00% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $36,000 | +2.9% | 1,250 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $32,000 | +3.2% | 448 | 0.0% | 0.00% | 0.0% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $32,000 | – | 340 | +100.0% | 0.00% | – |
| CTRE | CARETRUST REIT INC | $28,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FD | $38,000 | -71.2% | 220 | -73.3% | 0.00% | -76.9% |
| ALL | Sell | ALLSTATE CORP | $33,000 | -32.7% | 250 | -41.2% | 0.00% | -40.0% |
| TT | TRANE TECHNOLOGIES PLC | $37,000 | +12.1% | 200 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $37,000 | +2.8% | 230 | 0.0% | 0.00% | 0.0% | |
| NTAP | NETAPP INC | $33,000 | +13.8% | 405 | 0.0% | 0.00% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $35,000 | -32.7% | 40 | -42.0% | 0.00% | -40.0% |
| VTRS | Sell | VIATRIS INC | $31,000 | -16.2% | 2,197 | -17.5% | 0.00% | -25.0% |
| BAPR | INNOVATOR ETFS TR | $29,000 | +3.6% | 927 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $28,000 | +16.7% | 75 | 0.0% | 0.00% | +50.0% | |
| BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.00% | -25.0% | |
| PTON | PELOTON INTERACTIVE INC | $37,000 | +8.8% | 300 | 0.0% | 0.00% | 0.0% | |
| GWX | New | SPDR INDEX SHS FDS | $32,000 | – | 830 | +100.0% | 0.00% | – |
| TRV | TRAVELERS COMPANIES INC | $37,000 | 0.0% | 248 | 0.0% | 0.00% | -25.0% | |
| IJR | Sell | ISHARES TR | $30,000 | -44.4% | 267 | -46.4% | 0.00% | -40.0% |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $21,000 | +10.5% | 1,057 | 0.0% | 0.00% | 0.0% | |
| SNN | SMITH & NEPHEW PLC | $26,000 | +13.0% | 600 | 0.0% | 0.00% | 0.0% | |
| HDMV | FIRST TR EXCH TRADED FD III | $22,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $24,000 | +4.3% | 720 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $21,000 | +5.0% | 525 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLC | $27,000 | +17.4% | 143 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $21,000 | +10.5% | 60 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $20,000 | +11.1% | 155 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC | $21,000 | -8.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $26,000 | -10.3% | 200 | 0.0% | 0.00% | -33.3% | |
| PNR | PENTAIR PLC | $17,000 | +6.2% | 250 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $25,000 | +8.7% | 410 | 0.0% | 0.00% | 0.0% | |
| INCO | COLUMBIA ETF TR II | $18,000 | +5.9% | 330 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $19,000 | +5.6% | 302 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLC | $24,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| PLMR | Sell | PALOMAR HLDGS INC | $26,000 | -23.5% | 350 | -30.0% | 0.00% | -33.3% |
| SAFM | SANDERSON FARMS INC | $22,000 | +15.8% | 119 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $21,000 | -16.0% | 400 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETE CORP | $25,000 | +47.1% | 5,000 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $20,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $21,000 | -8.7% | 262 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TR | $24,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EWA | New | ISHARES INC | $18,000 | – | 700 | +100.0% | 0.00% | – |
| DEI | DOUGLAS EMMETT INC | $17,000 | +6.2% | 500 | 0.0% | 0.00% | 0.0% | |
| GII | New | SPDR INDEX SHS FDS | $23,000 | – | 450 | +100.0% | 0.00% | – |
| GTY | GETTY RLTY CORP NEW | $27,000 | +8.0% | 879 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $18,000 | +12.5% | 747 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $17,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| NP | NEENAH INC | $25,000 | -3.8% | 500 | 0.0% | 0.00% | -33.3% | |
| XRAY | DENTSPLY SIRONA INC | $23,000 | 0.0% | 363 | 0.0% | 0.00% | 0.0% | |
| NMRK | Buy | NEWMARK GROUP INC | $21,000 | +133.3% | 1,721 | +90.8% | 0.00% | +100.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $18,000 | -10.0% | 85 | -18.3% | 0.00% | 0.0% |
| RPM | RPM INTL INC | $20,000 | -4.8% | 225 | 0.0% | 0.00% | 0.0% | |
| ASR | New | GRUPO AEROPORTUARIO DEL SURE | $24,000 | – | 130 | +100.0% | 0.00% | – |
| SO | SOUTHERN CO | $27,000 | -3.6% | 450 | 0.0% | 0.00% | -33.3% | |
| SSO | PROSHARES TR | $24,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $13,000 | +8.3% | 238 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $15,000 | -21.1% | 100 | 0.0% | 0.00% | -50.0% | |
| APA | APA CORPORATION | $13,000 | +18.2% | 600 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $13,000 | +8.3% | 643 | 0.0% | 0.00% | 0.0% | |
| AZN | Sell | ASTRAZENECA PLC | $12,000 | -20.0% | 200 | -33.3% | 0.00% | 0.0% |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $11,000 | +10.0% | 160 | 0.0% | 0.00% | 0.0% | |
| BERY | BERRY GLOBAL GROUP INC | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% | |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $9,000 | – | 116 | +100.0% | 0.00% | – |
| CAH | Sell | CARDINAL HEALTH INC | $14,000 | -30.0% | 247 | -23.8% | 0.00% | -50.0% |
| CNP | CENTERPOINT ENERGY INC | $10,000 | +11.1% | 400 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $16,000 | +14.3% | 10 | 0.0% | 0.00% | 0.0% | |
| ENB | Sell | ENBRIDGE INC | $9,000 | -82.0% | 221 | -83.9% | 0.00% | -80.0% |
| EXC | EXELON CORP | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FXN | FIRST TR EXCHANGE TRADED FD | $16,000 | +14.3% | 1,400 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $6,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $7,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% | |
| ICUI | ICU MED INC | $12,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| EFV | ISHARES TR | $9,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TR | $13,000 | +8.3% | 118 | 0.0% | 0.00% | 0.0% | |
| GOVT | ISHARES TR | $8,000 | 0.0% | 295 | 0.0% | 0.00% | 0.0% | |
| USMV | ISHARES TR | $15,000 | +7.1% | 201 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INC | $9,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| IUSB | ISHARES TR | $8,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| PHG | New | KONINKLIJKE PHILIPS N V | $7,000 | – | 143 | +100.0% | 0.00% | – |
| MNKD | MANNKIND CORP | $11,000 | +37.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $11,000 | +22.2% | 75 | 0.0% | 0.00% | 0.0% | |
| MMSI | MERIT MED SYS INC | $6,000 | +20.0% | 88 | 0.0% | 0.00% | – | |
| MET | METLIFE INC | $10,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| MS | Sell | MORGAN STANLEY | $6,000 | -71.4% | 70 | -74.1% | 0.00% | -50.0% |
| NIO | NIO INC | $9,000 | +28.6% | 175 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| NTR | New | NUTRIEN LTD | $12,000 | – | 200 | +100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP | $7,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $8,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $14,000 | +7.7% | 163 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $9,000 | +28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| RBBN | RIBBON COMMUNICATIONS INC | $6,000 | 0.0% | 739 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP | $6,000 | +20.0% | 70 | 0.0% | 0.00% | – | |
| SJW | SJW GROUP | $10,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $14,000 | +7.7% | 25 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $10,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| STM | New | STMICROELECTRONICS N V | $11,000 | – | 300 | +100.0% | 0.00% | – |
| SYK | STRYKER CORPORATION | $10,000 | +11.1% | 39 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $6,000 | +20.0% | 24 | 0.0% | 0.00% | – | |
| TXT | New | TEXTRON INC | $8,000 | – | 120 | +100.0% | 0.00% | – |
| UNM | UNUM GROUP | $10,000 | 0.0% | 346 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $16,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $9,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $16,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% | |
| VUG | VANGUARD INDEX FDS | $6,000 | +20.0% | 20 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $15,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $11,000 | +22.2% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $14,000 | +7.7% | 50 | 0.0% | 0.00% | 0.0% | |
| GMDA | GAMIDA CELL LTD | $6,000 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| PIPR | PIPER SANDLER COMPANIES | $3,000 | +50.0% | 20 | 0.0% | 0.00% | – | |
| OVV | OVINTIV INC | $5,000 | +25.0% | 169 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC | $3,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $2,000 | – | 50 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $3,000 | +50.0% | 65 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| MDC | M D C HLDGS INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| UPS | UNITED PARCEL SERVICE INC | $3,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LXU | Sell | LSB INDS INC | $2,000 | -33.3% | 325 | -50.0% | 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% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,000 | 0.0% | 202 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $4,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC | $4,000 | 0.0% | 151 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| YELL | YELLOW CORP | $0 | – | 3 | 0.0% | 0.00% | – | |
| EQR | EQUITY RESIDENTIAL | $3,000 | +50.0% | 34 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P | $2,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| EBIX | EBIX INC | $5,000 | +25.0% | 140 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $4,000 | -20.0% | 18 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | -100.0% | 19 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| BBY | BEST BUY INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -125 | -100.0% | 0.00% | – |
| ARKF | New | ARK ETF TR | $5,000 | – | 100 | +100.0% | 0.00% | – |
| ARKK | ARK ETF TR | $4,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| AES | AES CORP | $4,000 | 0.0% | 141 | 0.0% | 0.00% | – | |
| PRSP | Exit | PERSPECTA INC | $0 | – | -8 | -100.0% | 0.00% | – |
| RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -60 | -100.0% | 0.00% | – |
| CUBE | Exit | CUBESMART | $0 | – | -74 | -100.0% | 0.00% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -140 | -100.0% | 0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -150 | -100.0% | 0.00% | – |
| SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -48 | -100.0% | 0.00% | – |
| AVT | Exit | AVNET INC | $0 | – | -83 | -100.0% | 0.00% | – |
| SYF | SYNCHRONY FINANCIAL | $4,000 | +33.3% | 73 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $4,000 | -20.0% | 25 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $5,000 | +25.0% | 65 | 0.0% | 0.00% | – | |
| TXN | Sell | TEXAS INSTRS INC | $4,000 | -55.6% | 21 | -54.3% | 0.00% | -100.0% |
| SLB | SCHLUMBERGER LTD | $5,000 | +25.0% | 145 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| PRU | Sell | PRUDENTIAL FINL INC | $5,000 | -54.5% | 44 | -64.5% | 0.00% | -100.0% |
| PLUG | New | PLUG POWER INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| VLY | VALLEY NATL BANCORP | $5,000 | 0.0% | 340 | 0.0% | 0.00% | – | |
| KEY | KEYCORP | $5,000 | +25.0% | 220 | 0.0% | 0.00% | – | |
| K | Sell | KELLOGG CO | $0 | -100.0% | 7 | -96.5% | 0.00% | -100.0% |
| ISEE | IVERIC BIO INC | $5,000 | 0.0% | 750 | 0.0% | 0.00% | – | |
| MTUM | ISHARES TR | $4,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| IHI | ISHARES TR | $3,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| IXN | Sell | ISHARES TR | $5,000 | -77.3% | 16 | -78.1% | 0.00% | -100.0% |
| LQD | ISHARES TR | $5,000 | +25.0% | 34 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO | $4,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| VICI | VICI PPTYS INC | $3,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| EIX | Exit | EDISON INTL | $0 | – | -134 | -100.0% | -0.00% | – |
| CALM | Exit | CAL MAINE FOODS INC | $0 | – | -345 | -100.0% | -0.00% | – |
| AI | Exit | C3 AI INC | $0 | – | -100 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP | $0 | – | -1,000 | -100.0% | -0.00% | – |
| CWH | Exit | CAMPING WORLD HLDGS INC | $0 | – | -400 | -100.0% | -0.00% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -200 | -100.0% | -0.00% | – |
| PXE | Exit | INVESCO EXCHANGE TRADED FD T | $0 | – | -680 | -100.0% | -0.00% | – |
| VAR | Exit | VARIAN MED SYS INC | $0 | – | -78 | -100.0% | -0.00% | – |
| MTSC | Exit | MTS SYS CORP | $0 | – | -102 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NV | $0 | – | -211 | -100.0% | -0.00% | – |
| SSTK | Exit | SHUTTERSTOCK INC | $0 | – | -100 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -78 | -100.0% | -0.00% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -146 | -100.0% | -0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -50 | -100.0% | -0.00% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -500 | -100.0% | -0.00% | – |
| WEN | Exit | WENDYS CO | $0 | – | -522 | -100.0% | -0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -100 | -100.0% | -0.00% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TR | $0 | – | -390 | -100.0% | -0.00% | – |
| NOK | Exit | NOKIA CORP | $0 | – | -4,000 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTD | $0 | – | -102 | -100.0% | -0.00% | – |
| CNCR | Exit | ETF SER SOLUTIONS | $0 | – | -665 | -100.0% | -0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -400 | -100.0% | -0.00% | – |
| XMLV | Exit | INVESCO EXCH TRADED FD TR II | $0 | – | -326 | -100.0% | -0.00% | – |
| FMNB | Exit | FARMERS NATIONAL BANC CORP | $0 | – | -1,142 | -100.0% | -0.00% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -125 | -100.0% | -0.00% | – |
| JPIN | Exit | J P MORGAN EXCHANGE-TRADED F | $0 | – | -349 | -100.0% | -0.00% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -125 | -100.0% | -0.00% | – |
| GDS | Exit | GDS HLDGS LTD | $0 | – | -200 | -100.0% | -0.00% | – |
| TTE | Exit | TOTAL SE | $0 | – | -518 | -100.0% | -0.00% | – |
| EQC | Exit | EQUITY COMWLTH | $0 | – | -764 | -100.0% | -0.00% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -150 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -40 | -100.0% | -0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -333 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -668 | -100.0% | -0.00% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -200 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -500 | -100.0% | -0.00% | – |
| GDX | Exit | VANECK VECTORS ETF TR | $0 | – | -1,290 | -100.0% | -0.00% | – |
| GCP | Exit | GCP APPLIED TECHNOLOGIES INC | $0 | – | -1,500 | -100.0% | -0.00% | – |
| T | Exit | AT&T INC | $0 | – | -2,127 | -100.0% | -0.01% | – |
| EGOV | Exit | NIC INC | $0 | – | -2,500 | -100.0% | -0.01% | – |
| SCHG | Exit | SCHWAB STRATEGIC TR | $0 | – | -736 | -100.0% | -0.01% | – |
| VOE | Exit | VANGUARD INDEX FDS | $0 | – | -1,490 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-26
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.