$1.19 Billion is the total value of ATWOOD & PALMER INC's 458 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VI | $54,108,000 | -5.4% | 2,346,405 | -1.1% | 4.53% | -11.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $42,359,000 | +16.5% | 63,485 | -0.3% | 3.54% | +9.2% |
| GNRC | Buy | GENERAC HLDGS INC | $41,208,000 | -13.8% | 117,094 | +0.1% | 3.45% | -19.2% |
| GSIE | Buy | GOLDMAN SACHS ETF TR | $40,934,000 | +4.4% | 1,160,576 | +1.1% | 3.43% | -2.1% |
| IMTM | Buy | ISHARES TR | $38,941,000 | +0.6% | 1,023,959 | +0.7% | 3.26% | -5.7% |
| URI | Sell | UNITED RENTALS INC | $35,693,000 | -6.0% | 107,416 | -0.7% | 2.99% | -11.8% |
| GOOG | Sell | ALPHABET INC | $35,504,000 | +8.5% | 12,270 | -0.1% | 2.97% | +1.8% |
| CDW | Sell | CDW CORP | $33,736,000 | +12.3% | 164,743 | -0.2% | 2.82% | +5.3% |
| ON | Sell | ON SEMICONDUCTOR CORP | $33,471,000 | +45.7% | 492,801 | -1.8% | 2.80% | +36.6% |
| AMP | Sell | AMERIPRISE FINL INC | $31,290,000 | +13.5% | 103,725 | -0.6% | 2.62% | +6.5% |
| CSCO | Buy | CISCO SYS INC | $30,808,000 | +16.8% | 486,159 | +0.3% | 2.58% | +9.6% |
| SONY | Sell | SONY GROUP CORPORATION | $29,736,000 | +13.3% | 235,252 | -0.9% | 2.49% | +6.3% |
| AAPL | Sell | APPLE INC | $29,636,000 | +25.1% | 166,895 | -0.3% | 2.48% | +17.3% |
| MA | Sell | MASTERCARD INCORPORATED | $29,155,000 | +3.1% | 81,140 | -0.3% | 2.44% | -3.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $27,971,000 | +3.0% | 78,702 | -0.0% | 2.34% | -3.4% |
| FITB | Sell | FIFTH THIRD BANCORP | $26,741,000 | +1.8% | 614,027 | -0.8% | 2.24% | -4.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $25,738,000 | +50.3% | 40,756 | +44.0% | 2.15% | +40.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $24,872,000 | +2.4% | 124,040 | -0.1% | 2.08% | -4.0% |
| HOLX | Buy | HOLOGIC INC | $24,854,000 | +4.8% | 324,636 | +1.0% | 2.08% | -1.7% |
| APTV | Sell | APTIV PLC | $23,488,000 | +10.2% | 142,394 | -0.5% | 1.97% | +3.4% |
| DHI | Buy | D R HORTON INC | $22,311,000 | +30.5% | 205,722 | +1.0% | 1.87% | +22.3% |
| VNLA | Buy | JANUS DETROIT STR TR | $22,014,000 | +1.4% | 444,273 | +2.7% | 1.84% | -4.9% |
| ABBV | Buy | ABBVIE INC | $21,559,000 | +26.2% | 159,221 | +0.5% | 1.80% | +18.3% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETF | $21,004,000 | +0.4% | 417,566 | +0.8% | 1.76% | -5.8% |
| JMBS | Buy | JANUS DETROIT STR TR | $20,968,000 | +2.2% | 398,031 | +3.1% | 1.76% | -4.2% |
| JAAA | Buy | JANUS DETROIT STR TR | $19,921,000 | +5.5% | 395,409 | +5.8% | 1.67% | -1.1% |
| GEM | Sell | GOLDMAN SACHS ETF TR | $19,140,000 | -1.1% | 517,166 | -0.8% | 1.60% | -7.2% |
| VRP | Buy | INVESCO EXCH TRADED FD TR II | $18,418,000 | +0.7% | 710,588 | +1.8% | 1.54% | -5.6% |
| INTC | Buy | INTEL CORP | $17,294,000 | -2.5% | 335,815 | +0.9% | 1.45% | -8.6% |
| EEM | Sell | ISHARES TR | $16,633,000 | -5.6% | 340,492 | -2.7% | 1.39% | -11.5% |
| GILD | Buy | GILEAD SCIENCES INC | $16,565,000 | +8.8% | 228,138 | +4.7% | 1.39% | +2.0% |
| LOW | Buy | LOWES COS INC | $15,596,000 | +28.2% | 60,338 | +0.6% | 1.30% | +20.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $14,217,000 | -24.0% | 75,392 | +4.8% | 1.19% | -28.7% |
| AMGN | Buy | AMGEN INC | $14,028,000 | +12.0% | 62,356 | +5.9% | 1.17% | +5.0% |
| PFF | Buy | ISHARES TR | $13,102,000 | +3.4% | 332,278 | +1.8% | 1.10% | -2.9% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $12,775,000 | +8.0% | 574,660 | +5.9% | 1.07% | +1.3% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $12,562,000 | -3.5% | 141,308 | +4.4% | 1.05% | -9.5% |
| WMT | Buy | WALMART INC | $11,615,000 | +8.1% | 80,273 | +4.1% | 0.97% | +1.4% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $11,107,000 | +5.6% | 439,190 | +5.7% | 0.93% | -1.0% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $10,636,000 | +9.1% | 216,302 | +1.6% | 0.89% | +2.3% |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $10,403,000 | -0.7% | 447,841 | -0.7% | 0.87% | -6.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $9,994,000 | +14.3% | 25,819 | +6.3% | 0.84% | +7.0% |
| BIIB | Buy | BIOGEN INC | $9,891,000 | -13.0% | 41,227 | +2.6% | 0.83% | -18.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $9,324,000 | +2.8% | 43,723 | +6.2% | 0.78% | -3.6% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $8,748,000 | +6.7% | 350,210 | +6.9% | 0.73% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $7,849,000 | +10.1% | 54,919 | +2.0% | 0.66% | +3.3% |
| HD | Sell | HOME DEPOT INC | $7,734,000 | +25.4% | 18,635 | -0.8% | 0.65% | +17.6% |
| BDX | Sell | BECTON DICKINSON & CO | $7,583,000 | +1.1% | 30,153 | -1.2% | 0.64% | -5.2% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $7,340,000 | +1.5% | 43,956 | -0.2% | 0.61% | -4.8% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $6,858,000 | +11.7% | 279,253 | +11.8% | 0.57% | +4.7% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $5,145,000 | -3.1% | 240,531 | -2.4% | 0.43% | -9.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $4,282,000 | +16.2% | 26,176 | -0.7% | 0.36% | +8.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,210,000 | +6.1% | 24,607 | +0.1% | 0.35% | -0.6% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,939,000 | -3.8% | 183,533 | -2.8% | 0.33% | -9.6% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,815,000 | +18.3% | 174,756 | +19.9% | 0.32% | +10.8% |
| GOOGL | Buy | ALPHABET INC | $3,279,000 | +8.9% | 1,132 | +0.5% | 0.27% | +1.9% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,039,000 | +11.8% | 138,755 | +13.3% | 0.25% | +4.5% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,574,000 | +4.5% | 14,695 | -5.9% | 0.22% | -2.3% |
| HIW | Sell | HIGHWOODS PPTYS INC | $2,460,000 | -6.8% | 55,175 | -8.3% | 0.21% | -12.7% |
| MSFT | Buy | MICROSOFT CORP | $2,388,000 | +23.9% | 7,101 | +3.9% | 0.20% | +16.3% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FD | $2,394,000 | +5.5% | 38,355 | -3.1% | 0.20% | -1.0% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FD | $2,392,000 | +3.1% | 38,555 | -1.8% | 0.20% | -3.4% |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FD | $2,355,000 | +10.6% | 68,165 | -1.3% | 0.20% | +3.7% |
| CL | COLGATE PALMOLIVE CO | $2,296,000 | +12.9% | 26,900 | 0.0% | 0.19% | +6.1% | |
| PEP | Buy | PEPSICO INC | $2,210,000 | +15.8% | 12,720 | +0.3% | 0.18% | +8.8% |
| PFLD | Buy | ETF SER SOLUTIONS | $2,109,000 | +169.7% | 84,165 | +170.8% | 0.18% | +152.9% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,921,000 | +3.6% | 4,045 | -6.4% | 0.16% | -2.4% |
| PAYX | PAYCHEX INC | $1,759,000 | +21.4% | 12,887 | 0.0% | 0.15% | +14.0% | |
| USB | Sell | US BANCORP DEL | $1,757,000 | -8.3% | 31,280 | -3.0% | 0.15% | -14.0% |
| FTXN | New | FIRST TR EXCHANGE-TRADED FD | $1,640,000 | – | 84,380 | +100.0% | 0.14% | – |
| AMZN | Sell | AMAZON COM INC | $1,537,000 | -1.5% | 461 | -2.9% | 0.13% | -7.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL | $1,491,000 | +12.4% | 4,987 | +2.7% | 0.12% | +5.9% |
| GSST | Buy | GOLDMAN SACHS ETF TR | $1,496,000 | +58.0% | 29,635 | +58.6% | 0.12% | +47.1% |
| HTH | HILLTOP HOLDINGS INC | $1,427,000 | +7.6% | 40,600 | 0.0% | 0.12% | +0.8% | |
| PFE | Sell | PFIZER INC | $1,387,000 | +37.2% | 23,489 | -0.1% | 0.12% | +28.9% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FD | $1,329,000 | +66.8% | 22,225 | +67.1% | 0.11% | +56.3% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,307,000 | +23.3% | 5,300 | 0.0% | 0.11% | +14.7% | |
| JPM | Buy | JPMORGAN CHASE & CO | $1,269,000 | -2.5% | 8,011 | +0.8% | 0.11% | -8.6% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $1,201,000 | -2.5% | 17,477 | -1.2% | 0.10% | -8.2% |
| NEE | Buy | NEXTERA ENERGY INC | $1,130,000 | +19.8% | 12,109 | +0.8% | 0.10% | +13.1% |
| XOM | Buy | EXXON MOBIL CORP | $1,125,000 | +7.1% | 18,387 | +3.0% | 0.09% | 0.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,103,000 | +0.6% | 12,814 | +0.5% | 0.09% | -6.1% |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $1,058,000 | +1.7% | 21,277 | +2.5% | 0.09% | -4.3% |
| ORCL | ORACLE CORP | $951,000 | +0.1% | 10,906 | 0.0% | 0.08% | -5.9% | |
| TSLA | Buy | TESLA INC | $956,000 | +37.8% | 905 | +1.1% | 0.08% | +29.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $912,000 | -63.8% | 6,910 | -66.3% | 0.08% | -66.2% |
| QCOM | QUALCOMM INC | $876,000 | +41.7% | 4,789 | 0.0% | 0.07% | +32.7% | |
| MCD | Buy | MCDONALDS CORP | $863,000 | +15.4% | 3,221 | +3.8% | 0.07% | +7.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $863,000 | +5.1% | 13,837 | -0.2% | 0.07% | -1.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $837,000 | +28.4% | 1,475 | +1.7% | 0.07% | +20.7% |
| HTLF | HEARTLAND FINL USA INC | $790,000 | +5.3% | 15,609 | 0.0% | 0.07% | -1.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $775,000 | -7.2% | 5,795 | -3.6% | 0.06% | -13.3% |
| GBIL | Sell | GOLDMAN SACHS ETF TR | $735,000 | -6.5% | 7,350 | -6.4% | 0.06% | -11.4% |
| UMBF | UMB FINL CORP | $732,000 | +9.7% | 6,894 | 0.0% | 0.06% | +1.7% | |
| NXPI | NXP SEMICONDUCTORS N V | $722,000 | +16.3% | 3,170 | 0.0% | 0.06% | +9.1% | |
| PH | PARKER-HANNIFIN CORP | $716,000 | +13.8% | 2,250 | 0.0% | 0.06% | +7.1% | |
| KO | Sell | COCA COLA CO | $699,000 | +12.4% | 11,800 | -0.5% | 0.06% | +5.4% |
| CERN | Buy | CERNER CORP | $696,000 | +52.0% | 7,494 | +15.3% | 0.06% | +41.5% |
| ZTS | ZOETIS INC | $695,000 | +25.7% | 2,846 | 0.0% | 0.06% | +18.4% | |
| SAIA | SAIA INC | $691,000 | +41.6% | 2,050 | 0.0% | 0.06% | +31.8% | |
| CAT | Buy | CATERPILLAR INC | $679,000 | +8.3% | 3,283 | +0.5% | 0.06% | +1.8% |
| MO | Sell | ALTRIA GROUP INC | $671,000 | +2.3% | 14,158 | -1.7% | 0.06% | -5.1% |
| BAC | Buy | BK OF AMERICA CORP | $597,000 | +6.4% | 13,421 | +1.5% | 0.05% | 0.0% |
| DE | Buy | DEERE & CO | $596,000 | +2.9% | 1,738 | +0.6% | 0.05% | -3.8% |
| MCO | MOODYS CORP | $586,000 | +9.9% | 1,500 | 0.0% | 0.05% | +2.1% | |
| ABT | Buy | ABBOTT LABS | $568,000 | +19.6% | 4,034 | +0.3% | 0.05% | +14.3% |
| CVS | CVS HEALTH CORP | $574,000 | +21.6% | 5,564 | 0.0% | 0.05% | +14.3% | |
| CVX | Buy | CHEVRON CORP NEW | $562,000 | +16.8% | 4,793 | +1.2% | 0.05% | +9.3% |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FD | $552,000 | – | 21,525 | +100.0% | 0.05% | – |
| AVNS | AVANOS MED INC | $520,000 | +11.1% | 15,000 | 0.0% | 0.04% | +4.8% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $513,000 | +19.6% | 4,800 | 0.0% | 0.04% | +13.2% | |
| WFC | WELLS FARGO CO NEW | $514,000 | +3.4% | 10,707 | 0.0% | 0.04% | -2.3% | |
| NVDA | NVIDIA CORPORATION | $499,000 | +42.2% | 1,696 | 0.0% | 0.04% | +35.5% | |
| CARR | CARRIER GLOBAL CORPORATION | $490,000 | +4.9% | 9,025 | 0.0% | 0.04% | -2.4% | |
| AEP | AMERICAN ELEC PWR CO INC | $489,000 | +9.6% | 5,500 | 0.0% | 0.04% | +2.5% | |
| PM | Buy | PHILIP MORRIS INTL INC | $482,000 | +4.1% | 5,069 | +3.7% | 0.04% | -2.4% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $462,000 | +3.1% | 21,210 | +1.0% | 0.04% | -2.5% |
| DIS | Buy | DISNEY WALT CO | $465,000 | -6.4% | 3,001 | +2.1% | 0.04% | -11.4% |
| WM | Buy | WASTE MGMT INC DEL | $453,000 | +13.2% | 2,712 | +1.2% | 0.04% | +5.6% |
| IRM | IRON MTN INC NEW | $436,000 | +20.4% | 8,330 | 0.0% | 0.04% | +12.5% | |
| VTI | VANGUARD INDEX FDS | $410,000 | +8.5% | 1,700 | 0.0% | 0.03% | 0.0% | |
| FB | Sell | META PLATFORMS INC | $394,000 | -13.8% | 1,170 | -13.1% | 0.03% | -19.5% |
| EMR | Buy | EMERSON ELEC CO | $390,000 | -0.8% | 4,199 | +0.6% | 0.03% | -5.7% |
| OTIS | OTIS WORLDWIDE CORP | $359,000 | +5.9% | 4,125 | 0.0% | 0.03% | 0.0% | |
| IVV | ISHARES TR | $341,000 | +10.7% | 715 | 0.0% | 0.03% | +7.4% | |
| LIN | Sell | LINDE PLC | $319,000 | -34.1% | 922 | -44.1% | 0.03% | -37.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $328,000 | +59.2% | 6,314 | +65.5% | 0.03% | +50.0% |
| LH | LABORATORY CORP AMER HLDGS | $314,000 | +11.7% | 1,000 | 0.0% | 0.03% | +4.0% | |
| HON | Buy | HONEYWELL INTL INC | $298,000 | 0.0% | 1,430 | +1.8% | 0.02% | -7.4% |
| CMCSA | COMCAST CORP NEW | $303,000 | -9.8% | 6,013 | 0.0% | 0.02% | -16.7% | |
| IVW | ISHARES TR | $287,000 | +13.4% | 3,426 | 0.0% | 0.02% | +4.3% | |
| STPZ | PIMCO ETF TR | $292,000 | +0.3% | 5,300 | 0.0% | 0.02% | -7.7% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $277,000 | +34.5% | 552 | +4.7% | 0.02% | +27.8% |
| AVGO | BROADCOM INC | $262,000 | +37.2% | 394 | 0.0% | 0.02% | +29.4% | |
| MNR | MONMOUTH REAL ESTATE INVT CO | $262,000 | +12.4% | 12,480 | 0.0% | 0.02% | +4.8% | |
| DXCM | DEXCOM INC | $268,000 | -1.8% | 500 | 0.0% | 0.02% | -8.3% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $255,000 | +28.1% | 11,600 | +26.1% | 0.02% | +16.7% |
| TJX | TJX COS INC NEW | $256,000 | +14.8% | 3,378 | 0.0% | 0.02% | +5.0% | |
| IJS | ISHARES TR | $248,000 | +3.8% | 2,371 | 0.0% | 0.02% | 0.0% | |
| C | Sell | CITIGROUP INC | $242,000 | -15.4% | 4,000 | -2.0% | 0.02% | -23.1% |
| AMT | AMERICAN TOWER CORP NEW | $237,000 | +10.2% | 810 | 0.0% | 0.02% | +5.3% | |
| MDYG | SPDR SER TR | $212,000 | +8.2% | 2,594 | 0.0% | 0.02% | +5.9% | |
| IJT | ISHARES TR | $216,000 | +6.4% | 1,558 | 0.0% | 0.02% | 0.0% | |
| SRE | Sell | SEMPRA | $218,000 | -56.9% | 1,650 | -58.8% | 0.02% | -60.0% |
| ECL | Buy | ECOLAB INC | $211,000 | +16.6% | 899 | +3.7% | 0.02% | +12.5% |
| IWF | ISHARES TR | $219,000 | +11.7% | 717 | 0.0% | 0.02% | +5.9% | |
| GRMN | GARMIN LTD | $218,000 | -12.4% | 1,599 | 0.0% | 0.02% | -18.2% | |
| SLQT | Sell | SELECTQUOTE INC | $204,000 | -59.4% | 22,482 | -42.1% | 0.02% | -62.2% |
| MRNA | Sell | MODERNA INC | $203,000 | -37.9% | 800 | -5.9% | 0.02% | -41.4% |
| ENR | ENERGIZER HLDGS INC NEW | $190,000 | +2.7% | 4,742 | 0.0% | 0.02% | -5.9% | |
| ANET | Buy | ARISTA NETWORKS INC | $187,000 | +67.0% | 1,300 | +300.0% | 0.02% | +60.0% |
| FLO | FLOWERS FOODS INC | $175,000 | +16.7% | 6,362 | 0.0% | 0.02% | +15.4% | |
| SBUX | Buy | STARBUCKS CORP | $177,000 | +9.3% | 1,511 | +3.1% | 0.02% | +7.1% |
| UNP | Buy | UNION PAC CORP | $178,000 | +34.8% | 707 | +4.7% | 0.02% | +25.0% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $164,000 | -18.8% | 725 | -15.2% | 0.01% | -22.2% |
| SEE | SEALED AIR CORP NEW | $172,000 | +22.9% | 2,550 | 0.0% | 0.01% | +16.7% | |
| SCHG | Buy | SCHWAB STRATEGIC TR | $164,000 | +57.7% | 1,000 | +42.9% | 0.01% | +55.6% |
| IGSB | ISHARES TR | $148,000 | -1.3% | 2,750 | 0.0% | 0.01% | -7.7% | |
| POST | POST HLDGS INC | $143,000 | +2.1% | 1,268 | 0.0% | 0.01% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $148,000 | +9.6% | 1,413 | +2.3% | 0.01% | 0.0% |
| BX | New | BLACKSTONE INC | $129,000 | – | 1,000 | +100.0% | 0.01% | – |
| EMN | EASTMAN CHEM CO | $133,000 | +19.8% | 1,100 | 0.0% | 0.01% | +10.0% | |
| IFV | FIRST TR EXCHANGE-TRADED FD | $127,000 | +1.6% | 5,480 | 0.0% | 0.01% | 0.0% | |
| UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $130,000 | +282.4% | 4,554 | +264.3% | 0.01% | +266.7% |
| FXH | FIRST TR EXCHANGE TRADED FD | $135,000 | +3.8% | 1,090 | 0.0% | 0.01% | -8.3% | |
| V | VISA INC | $128,000 | -3.0% | 592 | 0.0% | 0.01% | -8.3% | |
| FXO | FIRST TR EXCHANGE TRADED FD | $126,000 | +4.1% | 2,725 | 0.0% | 0.01% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $137,000 | -0.7% | 5,000 | 0.0% | 0.01% | -8.3% | |
| PACW | PACWEST BANCORP DEL | $136,000 | 0.0% | 3,000 | 0.0% | 0.01% | -8.3% | |
| OXY | OCCIDENTAL PETE CORP | $116,000 | -1.7% | 4,000 | 0.0% | 0.01% | -9.1% | |
| DFS | DISCOVER FINL SVCS | $114,000 | -6.6% | 990 | 0.0% | 0.01% | -9.1% | |
| LLY | Buy | LILLY ELI & CO | $124,000 | +21.6% | 450 | +2.3% | 0.01% | +11.1% |
| SPSB | SPDR SER TR | $122,000 | -0.8% | 3,925 | 0.0% | 0.01% | -9.1% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $116,000 | +4.5% | 2,460 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $118,000 | +14.6% | 912 | 0.0% | 0.01% | +11.1% | |
| ED | CONSOLIDATED EDISON INC | $122,000 | +17.3% | 1,432 | 0.0% | 0.01% | +11.1% | |
| VEEV | VEEVA SYS INC | $118,000 | -11.3% | 460 | 0.0% | 0.01% | -16.7% | |
| SWKS | SKYWORKS SOLUTIONS INC | $124,000 | -6.1% | 801 | 0.0% | 0.01% | -16.7% | |
| BP | BP PLC | $112,000 | -2.6% | 4,200 | 0.0% | 0.01% | -10.0% | |
| AEE | AMEREN CORP | $107,000 | +10.3% | 1,200 | 0.0% | 0.01% | 0.0% | |
| MASI | MASIMO CORP | $111,000 | +7.8% | 379 | 0.0% | 0.01% | 0.0% | |
| CW | CURTISS WRIGHT CORP | $102,000 | +9.7% | 735 | 0.0% | 0.01% | +12.5% | |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $110,000 | +3566.7% | 5,220 | +4250.0% | 0.01% | – |
| FISV | FISERV INC | $104,000 | -4.6% | 1,000 | 0.0% | 0.01% | -10.0% | |
| CP | New | CANADIAN PAC RY LTD | $104,000 | – | 1,442 | +100.0% | 0.01% | – |
| IEFA | Buy | ISHARES TR | $106,000 | +194.4% | 1,416 | +190.8% | 0.01% | +200.0% |
| VIG | VANGUARD SPECIALIZED FUNDS | $105,000 | +11.7% | 613 | 0.0% | 0.01% | +12.5% | |
| GIS | GENERAL MLS INC | $113,000 | +13.0% | 1,676 | 0.0% | 0.01% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $110,000 | -10.6% | 700 | 0.0% | 0.01% | -18.2% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $102,000 | +24.4% | 600 | +8.9% | 0.01% | +28.6% |
| SQ | BLOCK INC | $113,000 | -32.7% | 700 | 0.0% | 0.01% | -40.0% | |
| RSP | INVESCO EXCHANGE TRADED FD T | $92,000 | +8.2% | 565 | 0.0% | 0.01% | 0.0% | |
| VO | Sell | VANGUARD INDEX FDS | $90,000 | -25.0% | 355 | -29.7% | 0.01% | -27.3% |
| EPC | EDGEWELL PERS CARE CO | $91,000 | +24.7% | 2,000 | 0.0% | 0.01% | +14.3% | |
| SLV | Sell | ISHARES SILVER TR | $97,000 | -35.8% | 4,525 | -38.6% | 0.01% | -38.5% |
| GLD | SPDR GOLD TR | $100,000 | +4.2% | 586 | 0.0% | 0.01% | -11.1% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $94,000 | -24.2% | 165 | -23.3% | 0.01% | -27.3% |
| ACGL | ARCH CAP GROUP LTD | $80,000 | +15.9% | 1,800 | 0.0% | 0.01% | +16.7% | |
| ITW | ILLINOIS TOOL WKS INC | $78,000 | +18.2% | 317 | 0.0% | 0.01% | +16.7% | |
| D | DOMINION ENERGY INC | $81,000 | +8.0% | 1,032 | 0.0% | 0.01% | 0.0% | |
| New | DIGITAL WORLD ACQUISITION CO | $81,000 | – | 6,100 | +100.0% | 0.01% | – | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $78,000 | +9.9% | 1,500 | 0.0% | 0.01% | +16.7% | |
| MDT | MEDTRONIC PLC | $80,000 | -17.5% | 775 | 0.0% | 0.01% | -22.2% | |
| NKE | NIKE INC | $76,000 | +15.2% | 457 | 0.0% | 0.01% | 0.0% | |
| VFC | Buy | V F CORP | $68,000 | +15.3% | 926 | +5.2% | 0.01% | +20.0% |
| GENERAL ELECTRIC CO | $72,000 | -7.7% | 759 | 0.0% | 0.01% | -14.3% | ||
| MMM | 3M CO | $74,000 | +1.4% | 417 | 0.0% | 0.01% | -14.3% | |
| ETG | New | EATON VANCE TX ADV GLBL DIV | $73,000 | – | 3,200 | +100.0% | 0.01% | – |
| SCZ | ISHARES TR | $77,000 | -1.3% | 1,050 | 0.0% | 0.01% | -14.3% | |
| ORLY | OREILLY AUTOMOTIVE INC | $71,000 | +16.4% | 100 | 0.0% | 0.01% | +20.0% | |
| IJH | ISHARES TR | $76,000 | +7.0% | 270 | 0.0% | 0.01% | 0.0% | |
| SHY | ISHARES TR | $74,000 | -1.3% | 868 | 0.0% | 0.01% | -14.3% | |
| IEF | ISHARES TR | $58,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| DOW | Sell | DOW INC | $63,000 | -6.0% | 1,116 | -4.5% | 0.01% | -16.7% |
| XLF | SELECT SECTOR SPDR TR | $64,000 | +4.9% | 1,635 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC | $59,000 | -9.2% | 506 | 0.0% | 0.01% | -16.7% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $54,000 | +8.0% | 445 | 0.0% | 0.01% | +25.0% | |
| CHW | New | CALAMOS GBL DYN INCOME FUND | $55,000 | – | 5,500 | +100.0% | 0.01% | – |
| KTB | KONTOOR BRANDS INC | $62,000 | +3.3% | 1,201 | 0.0% | 0.01% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $54,000 | +17.4% | 100 | 0.0% | 0.01% | +25.0% | |
| BK | BANK NEW YORK MELLON CORP | $61,000 | +10.9% | 1,055 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERS | $64,000 | +8.5% | 1,048 | 0.0% | 0.01% | 0.0% | |
| New | NUVEEN MULTI ASSET INCOME FU | $58,000 | – | 3,110 | +100.0% | 0.01% | – | |
| MRK | Buy | MERCK & CO INC | $54,000 | +14.9% | 703 | +11.2% | 0.01% | +25.0% |
| NUE | NUCOR CORP | $57,000 | +16.3% | 500 | 0.0% | 0.01% | +25.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $60,000 | +7.1% | 168 | +200.0% | 0.01% | 0.0% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $49,000 | – | 1,050 | +100.0% | 0.00% | – |
| ETY | New | EATON VANCE TAX-MANAGED DIVE | $53,000 | – | 3,500 | +100.0% | 0.00% | – |
| MUB | ISHARES TR | $46,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $49,000 | +40.0% | 340 | 0.0% | 0.00% | +33.3% | |
| GRX | New | GABELLI HLTHCARE & WELLNESS | $50,000 | – | 3,700 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $43,000 | – | 4,050 | +100.0% | 0.00% | – |
| TGT | Buy | TARGET CORP | $42,000 | +35.5% | 181 | +35.1% | 0.00% | +33.3% |
| TSCO | New | TRACTOR SUPPLY CO | $42,000 | – | 175 | +100.0% | 0.00% | – |
| CB | Buy | CHUBB LIMITED | $47,000 | +17.5% | 245 | +6.5% | 0.00% | 0.0% |
| EVR | EVERCORE INC | $49,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
| EVRG | Sell | EVERGY INC | $47,000 | +11.9% | 681 | -0.1% | 0.00% | 0.0% |
| TOTL | SSGA ACTIVE ETF TR | $44,000 | -2.2% | 922 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $52,000 | +48.6% | 2,500 | 0.0% | 0.00% | +33.3% | |
| BLK | Buy | BLACKROCK INC | $46,000 | +35.3% | 50 | +25.0% | 0.00% | +33.3% |
| MDLZ | Sell | MONDELEZ INTL INC | $42,000 | -26.3% | 629 | -36.3% | 0.00% | -20.0% |
| PANW | PALO ALTO NETWORKS INC | $42,000 | +16.7% | 75 | 0.0% | 0.00% | +33.3% | |
| LUV | SOUTHWEST AIRLS CO | $44,000 | -15.4% | 1,019 | 0.0% | 0.00% | -20.0% | |
| XLI | SELECT SECTOR SPDR TR | $53,000 | +8.2% | 500 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TR | $52,000 | +2.0% | 400 | 0.0% | 0.00% | -20.0% | |
| COP | Buy | CONOCOPHILLIPS | $43,000 | +7.5% | 599 | +2.6% | 0.00% | 0.0% |
| IVE | ISHARES TR | $42,000 | +7.7% | 265 | 0.0% | 0.00% | +33.3% | |
| IWD | ISHARES TR | $42,000 | +7.7% | 250 | 0.0% | 0.00% | +33.3% | |
| VUG | VANGUARD INDEX FDS | $45,000 | +9.8% | 141 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $40,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $39,000 | +18.2% | 150 | 0.0% | 0.00% | 0.0% | |
| CODI | Sell | COMPASS DIVERSIFIED | $31,000 | -45.6% | 1,000 | -51.0% | 0.00% | -40.0% |
| VHT | VANGUARD WORLD FDS | $32,000 | +6.7% | 121 | 0.0% | 0.00% | 0.0% | |
| ACES | ALPS ETF TR | $32,000 | -3.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $35,000 | +12.9% | 290 | 0.0% | 0.00% | 0.0% | |
| GWX | SPDR INDEX SHS FDS | $31,000 | -3.1% | 830 | 0.0% | 0.00% | 0.0% | |
| BDJ | New | BLACKROCK ENHANCED EQUITY DI | $37,000 | – | 3,700 | +100.0% | 0.00% | – |
| CGNX | COGNEX CORP | $40,000 | -4.8% | 520 | 0.0% | 0.00% | -25.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $36,000 | +38.5% | 1,925 | 0.0% | 0.00% | +50.0% | |
| BAPR | INNOVATOR ETFS TR | $31,000 | +6.9% | 927 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $35,000 | +20.7% | 200 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $32,000 | +10.3% | 679 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $31,000 | +40.9% | 600 | 0.0% | 0.00% | +50.0% | |
| TRV | TRAVELERS COMPANIES INC | $39,000 | +2.6% | 248 | 0.0% | 0.00% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INC | $40,000 | +66.7% | 186 | +39.8% | 0.00% | +50.0% |
| VB | Sell | VANGUARD INDEX FDS | $34,000 | -48.5% | 150 | -50.0% | 0.00% | -50.0% |
| GAB | New | GABELLI EQUITY TR INC | $38,000 | – | 5,286 | +100.0% | 0.00% | – |
| EEFT | EURONET WORLDWIDE INC | $36,000 | -5.3% | 300 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX F | $32,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES TR | $32,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% | |
| New | INVENTRUST PPTYS CORP | $40,000 | – | 1,476 | +100.0% | 0.00% | – | |
| NMRK | NEWMARK GROUP INC | $32,000 | +28.0% | 1,721 | 0.0% | 0.00% | +50.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $37,000 | -7.5% | 1,144 | 0.0% | 0.00% | -25.0% | |
| JHX | JAMES HARDIE INDS PLC | $41,000 | +13.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLC | $31,000 | +10.7% | 143 | 0.0% | 0.00% | +50.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $40,000 | +14.3% | 448 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FDS | $32,000 | 0.0% | 373 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDS | $32,000 | +6.7% | 180 | 0.0% | 0.00% | 0.0% | |
| CSX | Buy | CSX CORP | $27,000 | +58.8% | 711 | +26.7% | 0.00% | 0.0% |
| T | New | AT&T INC | $29,000 | – | 1,192 | +100.0% | 0.00% | – |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $21,000 | 0.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $21,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $29,000 | -9.4% | 250 | 0.0% | 0.00% | -33.3% | |
| AMAT | APPLIED MATLS INC | $20,000 | +17.6% | 130 | 0.0% | 0.00% | 0.0% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $28,000 | -15.2% | 410 | -24.6% | 0.00% | -33.3% |
| AZO | AUTOZONE INC | $21,000 | +23.5% | 10 | 0.0% | 0.00% | 0.0% | |
| CII | New | BLACKROCK ENHANCD CAP & INM | $29,000 | – | 1,300 | +100.0% | 0.00% | – |
| HRB | BLOCK H & R INC | $18,000 | -5.3% | 747 | 0.0% | 0.00% | 0.0% | |
| BIF | New | BOULDER GROWTH & INCOME FD I | $22,000 | – | 1,568 | +100.0% | 0.00% | – |
| CMG | CHIPOTLE MEXICAN GRILL INC | $19,000 | -5.0% | 11 | 0.0% | 0.00% | 0.0% | |
| INCO | COLUMBIA ETF TR II | $18,000 | -5.3% | 330 | 0.0% | 0.00% | 0.0% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $26,000 | -29.7% | 8,300 | 0.0% | 0.00% | -33.3% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $18,000 | -71.0% | 1,811 | 0.0% | 0.00% | -66.7% | |
| XRAY | DENTSPLY SIRONA INC | $20,000 | -4.8% | 363 | 0.0% | 0.00% | 0.0% | |
| HACK | ETF MANAGERS TR | $29,000 | 0.0% | 473 | 0.0% | 0.00% | -33.3% | |
| ES | EVERSOURCE ENERGY | $24,000 | +14.3% | 262 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETE CORP | $25,000 | -10.7% | 5,000 | 0.0% | 0.00% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FD | $25,000 | -32.4% | 155 | -29.5% | 0.00% | -33.3% |
| GTY | GETTY RLTY CORP NEW | $28,000 | +7.7% | 879 | 0.0% | 0.00% | 0.0% | |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $27,000 | +12.5% | 130 | 0.0% | 0.00% | 0.0% | |
| IJR | ISHARES TR | $25,000 | +4.2% | 221 | 0.0% | 0.00% | 0.0% | |
| VLUE | ISHARES TR | $22,000 | +10.0% | 201 | 0.0% | 0.00% | 0.0% | |
| IEMG | Buy | ISHARES INC | $19,000 | +375.0% | 317 | +352.9% | 0.00% | – |
| IDNA | ISHARES TR | $23,000 | -14.8% | 533 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $23,000 | +15.0% | 85 | 0.0% | 0.00% | 0.0% | |
| NP | NEENAH INC | $23,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NTAP | Sell | NETAPP INC | $21,000 | -41.7% | 230 | -43.2% | 0.00% | -33.3% |
| OGE | OGE ENERGY CORP | $28,000 | +16.7% | 720 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC | $23,000 | -17.9% | 350 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22,000 | +15.8% | 302 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $23,000 | +35.3% | 225 | 0.0% | 0.00% | 0.0% | |
| RVT | New | ROYCE VALUE TR INC | $24,000 | – | 1,200 | +100.0% | 0.00% | – |
| GII | SPDR INDEX SHS FDS | $24,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TR | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SAFM | SANDERSON FARMS INC | $23,000 | +4.5% | 119 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $25,000 | +25.0% | 155 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $28,000 | +3.7% | 500 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $26,000 | -27.8% | 600 | 0.0% | 0.00% | -33.3% | |
| ULTA | ULTA BEAUTY INC | $25,000 | +13.6% | 60 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $18,000 | +12.5% | 40 | 0.0% | 0.00% | +100.0% | |
| VOE | VANGUARD INDEX FDS | $29,000 | +7.4% | 194 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $23,000 | -23.3% | 1,701 | -22.6% | 0.00% | -33.3% |
| ETN | Buy | EATON CORP PLC | $23,000 | +53.3% | 131 | +31.0% | 0.00% | +100.0% |
| PNR | PENTAIR PLC | $18,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LT | $23,000 | -90.8% | 200 | -90.9% | 0.00% | -90.9% |
| SHAK | SHAKE SHACK INC | $14,000 | -12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| PWR | New | QUANTA SVCS INC | $14,000 | – | 125 | +100.0% | 0.00% | – |
| MMC | Buy | MARSH & MCLENNAN COS INC | $13,000 | +116.7% | 75 | +92.3% | 0.00% | 0.0% |
| MNKD | MANNKIND CORP | $9,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP | $7,000 | +40.0% | 70 | 0.0% | 0.00% | – | |
| RDSA | Sell | ROYAL DUTCH SHELL PLC | $14,000 | -48.1% | 324 | -46.0% | 0.00% | -50.0% |
| SJW | SJW GROUP | $11,000 | +10.0% | 154 | 0.0% | 0.00% | 0.0% | |
| LEG | Buy | LEGGETT & PLATT INC | $9,000 | +12.5% | 228 | +30.3% | 0.00% | 0.0% |
| New | KYNDRYL HLDGS INC | $11,000 | – | 599 | +100.0% | 0.00% | – | |
| CRM | Buy | SALESFORCE COM INC | $12,000 | +33.3% | 48 | +45.5% | 0.00% | 0.0% |
| ISEE | IVERIC BIO INC | $13,000 | +8.3% | 750 | 0.0% | 0.00% | 0.0% | |
| USMV | ISHARES TR | $14,000 | +7.7% | 175 | 0.0% | 0.00% | 0.0% | |
| EWA | ISHARES INC | $17,000 | 0.0% | 700 | 0.0% | 0.00% | -50.0% | |
| INTU | New | INTUIT | $13,000 | – | 20 | +100.0% | 0.00% | – |
| NOW | SERVICENOW INC | $16,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SSO | PROSHARES TR | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| IP | Sell | INTERNATIONAL PAPER CO | $14,000 | -22.2% | 300 | -6.8% | 0.00% | -50.0% |
| SJM | SMUCKER J M CO | $11,000 | +10.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC | $8,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $15,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| ICUI | ICU MED INC | $13,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| STM | Buy | STMICROELECTRONICS N V | $15,000 | +15.4% | 305 | +1.7% | 0.00% | 0.0% |
| SYK | STRYKER CORPORATION | $10,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC | $10,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $9,000 | +50.0% | 236 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP | $14,000 | -48.1% | 1,100 | 0.0% | 0.00% | -50.0% | |
| TLS | Buy | TELOS CORP MD | $15,000 | -28.6% | 1,000 | +33.3% | 0.00% | -50.0% |
| GS | GOLDMAN SACHS GROUP INC | $7,000 | +16.7% | 17 | 0.0% | 0.00% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $13,000 | +225.0% | 71 | +238.1% | 0.00% | – |
| TXT | TEXTRON INC | $9,000 | +12.5% | 120 | 0.0% | 0.00% | 0.0% | |
| FLS | FLOWSERVE CORP | $16,000 | -11.1% | 525 | 0.0% | 0.00% | -50.0% | |
| FXN | FIRST TR EXCHANGE TRADED FD | $17,000 | +6.2% | 1,400 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $12,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $12,000 | 0.0% | 296 | 0.0% | 0.00% | 0.0% | |
| EOI | New | EATON VANCE ENHANCED EQUITY | $7,000 | – | 350 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $11,000 | -42.1% | 400 | 0.0% | 0.00% | -50.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC | $8,000 | +14.3% | 25 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $17,000 | +6.2% | 500 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $10,000 | +11.1% | 30 | 0.0% | 0.00% | 0.0% | |
| GLW | Buy | CORNING INC | $14,000 | +27.3% | 377 | +25.7% | 0.00% | 0.0% |
| VOT | VANGUARD INDEX FDS | $17,000 | +13.3% | 65 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDS | $11,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $13,000 | +8.3% | 247 | 0.0% | 0.00% | 0.0% | |
| CFFN | Sell | CAPITOL FED FINL INC | $16,000 | -62.8% | 1,452 | -60.9% | 0.00% | -75.0% |
| AFL | AFLAC INC | $14,000 | +16.7% | 238 | 0.0% | 0.00% | 0.0% | |
| CME | New | CME GROUP INC | $8,000 | – | 35 | +100.0% | 0.00% | – |
| WMB | Buy | WILLIAMS COS INC | $6,000 | +50.0% | 234 | +55.0% | 0.00% | – |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $8,000 | +14.3% | 116 | 0.0% | 0.00% | 0.0% | |
| ACN | New | ACCENTURE PLC IRELAND | $11,000 | – | 27 | +100.0% | 0.00% | – |
| BRP | New | BRP GROUP INC | $11,000 | – | 300 | +100.0% | 0.00% | – |
| RE | EVEREST RE GROUP LTD | $16,000 | +6.7% | 59 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $14,000 | +7.7% | 643 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $16,000 | +23.1% | 600 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $17,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| AAP | ADVANCE AUTO PARTS INC | $17,000 | +13.3% | 70 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $7,000 | -22.2% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $12,000 | +9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $11,000 | -57.7% | 300 | 0.0% | 0.00% | -50.0% | |
| PENN | PENN NATL GAMING INC | $10,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $8,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC | $6,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| PSX | Buy | PHILLIPS 66 | $15,000 | +15.4% | 213 | +17.7% | 0.00% | 0.0% |
| MS | Sell | MORGAN STANLEY | $15,000 | -16.7% | 155 | -18.4% | 0.00% | -50.0% |
| MET | METLIFE INC | $10,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,000 | 0.0% | 202 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC | $4,000 | +33.3% | 42 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC | $4,000 | +33.3% | 57 | 0.0% | 0.00% | – | |
| MMSI | MERIT MED SYS INC | $5,000 | -16.7% | 88 | 0.0% | 0.00% | -100.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TR | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDS | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| GSK | New | GLAXOSMITHKLINE PLC | $3,000 | – | 62 | +100.0% | 0.00% | – |
| TLRY | TILRAY INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| BBY | Exit | BEST BUY INC | $0 | – | -26 | -100.0% | 0.00% | – |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| TFC | TRUIST FINL CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| BFB | New | BROWN FORMAN CORP | $4,000 | – | 60 | +100.0% | 0.00% | – |
| EQR | EQUITY RESIDENTIAL | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| MDC | M D C HLDGS INC | $3,000 | +50.0% | 50 | 0.0% | 0.00% | – | |
| RBBN | RIBBON COMMUNICATIONS INC | $4,000 | 0.0% | 739 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P | $2,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $4,000 | +33.3% | 17 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $3,000 | -25.0% | 1,000 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $4,000 | +33.3% | 18 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| AES | AES CORP | $3,000 | 0.0% | 141 | 0.0% | 0.00% | – | |
| LXU | Buy | LSB INDS INC | $5,000 | +66.7% | 423 | +30.2% | 0.00% | – |
| VLY | VALLEY NATL BANCORP | $5,000 | 0.0% | 340 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $3,000 | -82.4% | 73 | -80.4% | 0.00% | -100.0% |
| KEY | KEYCORP | $5,000 | 0.0% | 220 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| WOR | New | WORTHINGTON INDS INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| SLB | SCHLUMBERGER LTD | $4,000 | 0.0% | 145 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $5,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| YELL | Exit | YELLOW CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| XLV | New | SELECT SECTOR SPDR TR | $4,000 | – | 26 | +100.0% | 0.00% | – |
| AOA | ISHARES TR | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC | $4,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| SAM | New | BOSTON BEER INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| IPG | INTERPUBLIC GROUP COS INC | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -44 | -100.0% | 0.00% | – |
| ARKF | ARK ETF TR | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – | |
| UNM | Exit | UNUM GROUP | $0 | – | -96 | -100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES | $4,000 | +33.3% | 20 | 0.0% | 0.00% | – | |
| SON | New | SONOCO PRODS CO | $3,000 | – | 51 | +100.0% | 0.00% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $2,000 | – | 11 | +100.0% | 0.00% | – |
| SO | Sell | SOUTHERN CO | $3,000 | -89.3% | 50 | -88.9% | 0.00% | -100.0% |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | -50.0% | 225 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| HBAN | New | HUNTINGTON BANCSHARES INC | $3,000 | – | 172 | +100.0% | 0.00% | – |
| CAG | New | CONAGRA BRANDS INC | $2,000 | – | 47 | +100.0% | 0.00% | – |
| CMP | New | COMPASS MINERALS INTL INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| NEM | Sell | NEWMONT CORP | $3,000 | -40.0% | 50 | -50.0% | 0.00% | – |
| SYF | SYNCHRONY FINANCIAL | $3,000 | -25.0% | 73 | 0.0% | 0.00% | – | |
| FSFG | New | FIRST SVGS FINL GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – |
| OGN | ORGANON & CO | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC | $3,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $2,000 | -33.3% | 25 | 0.0% | 0.00% | – | |
| VICI | VICI PPTYS INC | $3,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 19 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| NTR | Exit | NUTRIEN LTD | $0 | – | -200 | -100.0% | -0.00% | – |
| SNN | Exit | SMITH & NEPHEW PLC | $0 | – | -600 | -100.0% | -0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -550 | -100.0% | -0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -400 | -100.0% | -0.00% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -500 | -100.0% | -0.01% | – |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -6,625 | -100.0% | -0.01% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -7,750 | -100.0% | -0.02% | – |
| AMLP | Exit | ALPS ETF TR | $0 | – | -5,940 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
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.