$1.16 Billion is the total value of ATWOOD & PALMER INC's 445 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VI | $49,227,000 | -9.0% | 1,731,510 | -26.2% | 4.25% | -6.2% |
| GSIE | Buy | GOLDMAN SACHS ETF TR | $39,230,000 | -4.2% | 1,198,601 | +3.3% | 3.39% | -1.1% |
| URI | Sell | UNITED RENTALS INC | $38,010,000 | +6.5% | 107,006 | -0.4% | 3.28% | +9.9% |
| IMTM | Buy | ISHARES TR | $37,502,000 | -3.7% | 1,057,579 | +3.3% | 3.24% | -0.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $37,077,000 | -12.5% | 62,773 | -1.1% | 3.20% | -9.7% |
| GNRC | Buy | GENERAC HLDGS INC | $35,054,000 | -14.9% | 117,924 | +0.7% | 3.03% | -12.2% |
| GOOG | Sell | ALPHABET INC | $34,251,000 | -3.5% | 12,263 | -0.1% | 2.96% | -0.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $34,077,000 | +21.8% | 77,202 | -1.9% | 2.94% | +25.7% |
| AMP | Sell | AMERIPRISE FINL INC | $30,797,000 | -1.6% | 102,535 | -1.1% | 2.66% | +1.5% |
| ON | Sell | ON SEMICONDUCTOR CORP | $30,343,000 | -9.3% | 484,636 | -1.7% | 2.62% | -6.5% |
| CDW | Buy | CDW CORP | $29,491,000 | -12.6% | 164,853 | +0.1% | 2.55% | -9.8% |
| AAPL | Sell | APPLE INC | $28,714,000 | -3.1% | 164,445 | -1.5% | 2.48% | -0.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $28,671,000 | +11.4% | 41,051 | +0.7% | 2.48% | +14.9% |
| MA | Sell | MASTERCARD INCORPORATED | $28,344,000 | -2.8% | 79,310 | -2.3% | 2.45% | +0.3% |
| CSCO | Buy | CISCO SYS INC | $27,271,000 | -11.5% | 489,084 | +0.6% | 2.36% | -8.7% |
| ABBV | Buy | ABBVIE INC | $26,365,000 | +22.3% | 162,636 | +2.1% | 2.28% | +26.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $26,052,000 | -2.6% | 605,297 | -1.4% | 2.25% | +0.5% |
| HOLX | Buy | HOLOGIC INC | $25,149,000 | +1.2% | 327,376 | +0.8% | 2.17% | +4.4% |
| SONY | Buy | SONY GROUP CORPORATION | $24,828,000 | -16.5% | 241,732 | +2.8% | 2.14% | -13.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $22,662,000 | -8.9% | 122,864 | -0.9% | 1.96% | -6.0% |
| New | JANUS DETROIT STR TR | $22,412,000 | – | 454,415 | +100.0% | 1.94% | – | |
| VNLA | Sell | JANUS DETROIT STR TR | $20,708,000 | -5.9% | 421,922 | -5.0% | 1.79% | -3.0% |
| JAAA | Buy | JANUS DETROIT STR TR | $20,507,000 | +2.9% | 408,462 | +3.3% | 1.77% | +6.2% |
| JMBS | Sell | JANUS DETROIT STR TR | $19,607,000 | -6.5% | 392,813 | -1.3% | 1.69% | -3.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $19,402,000 | +36.5% | 167,762 | +122.5% | 1.68% | +40.8% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $18,936,000 | -9.8% | 380,006 | -9.0% | 1.64% | -7.0% |
| GEM | Buy | GOLDMAN SACHS ETF TR | $17,569,000 | -8.2% | 518,578 | +0.3% | 1.52% | -5.3% |
| VRP | Sell | INVESCO EXCH TRADED FD TR II | $17,285,000 | -6.2% | 707,228 | -0.5% | 1.49% | -3.2% |
| APTV | Buy | APTIV PLC | $17,250,000 | -26.6% | 144,097 | +1.2% | 1.49% | -24.3% |
| INTC | Buy | INTEL CORP | $16,857,000 | -2.5% | 340,125 | +1.3% | 1.46% | +0.6% |
| DHI | Buy | D R HORTON INC | $16,024,000 | -28.2% | 215,062 | +4.5% | 1.38% | -25.9% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $15,715,000 | +25.1% | 145,478 | +3.0% | 1.36% | +29.1% |
| AMGN | Buy | AMGEN INC | $15,641,000 | +11.5% | 64,681 | +3.7% | 1.35% | +15.0% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $15,609,000 | +22.2% | 589,225 | +2.5% | 1.35% | +26.1% |
| EEM | Sell | ISHARES TR | $15,114,000 | -9.1% | 334,742 | -1.7% | 1.30% | -6.2% |
| GILD | Buy | GILEAD SCIENCES INC | $13,837,000 | -16.5% | 232,743 | +2.0% | 1.20% | -13.8% |
| LOW | Buy | LOWES COS INC | $12,563,000 | -19.4% | 62,133 | +3.0% | 1.08% | -16.9% |
| WMT | Buy | WALMART INC | $12,176,000 | +4.8% | 81,764 | +1.9% | 1.05% | +8.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $11,804,000 | +18.1% | 26,394 | +2.2% | 1.02% | +21.9% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $11,152,000 | +19.6% | 44,883 | +2.7% | 0.96% | +23.5% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $10,723,000 | -3.5% | 437,490 | -0.4% | 0.93% | -0.4% |
| PFF | Sell | ISHARES TR | $10,649,000 | -18.7% | 292,395 | -12.0% | 0.92% | -16.2% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $10,576,000 | -0.6% | 221,942 | +2.6% | 0.91% | +2.6% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $8,968,000 | +2.5% | 376,470 | +7.5% | 0.77% | +5.7% |
| BIIB | Buy | BIOGEN INC | $8,707,000 | -12.0% | 41,344 | +0.3% | 0.75% | -9.2% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $8,607,000 | +17.3% | 43,681 | -0.6% | 0.74% | +21.0% |
| BDX | Sell | BECTON DICKINSON & CO | $7,918,000 | +4.4% | 29,768 | -1.3% | 0.68% | +7.7% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $6,908,000 | +0.7% | 290,598 | +4.1% | 0.60% | +3.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $6,123,000 | -22.0% | 49,712 | -9.5% | 0.53% | -19.5% |
| HD | Sell | HOME DEPOT INC | $5,518,000 | -28.7% | 18,435 | -1.1% | 0.48% | -26.4% |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $4,370,000 | -58.0% | 190,767 | -57.4% | 0.38% | -56.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,357,000 | +3.5% | 24,579 | -0.1% | 0.38% | +6.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,985,000 | -6.9% | 26,076 | -0.4% | 0.34% | -3.9% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $3,832,000 | +0.4% | 181,881 | +4.1% | 0.33% | +3.8% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,377,000 | -14.3% | 160,058 | -12.8% | 0.29% | -11.5% |
| GOOGL | ALPHABET INC | $3,148,000 | -4.0% | 1,132 | 0.0% | 0.27% | -0.7% | |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $3,115,000 | +2.5% | 148,955 | +7.4% | 0.27% | +5.9% |
| FTXN | Buy | FIRST TR EXCHANGE-TRADED FD | $2,445,000 | +49.1% | 92,310 | +9.4% | 0.21% | +54.0% |
| PFLD | Buy | ETF SER SOLUTIONS | $2,404,000 | +14.0% | 100,995 | +20.0% | 0.21% | +17.5% |
| HIW | Sell | HIGHWOODS PPTYS INC | $2,402,000 | -2.4% | 52,507 | -4.8% | 0.21% | +0.5% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $2,241,000 | -56.4% | 105,416 | -56.2% | 0.19% | -55.2% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $2,227,000 | -13.5% | 14,605 | -0.6% | 0.19% | -10.7% |
| FTXR | Buy | FIRST TR EXCHANGE-TRADED FD | $2,223,000 | -5.6% | 68,800 | +0.9% | 0.19% | -2.5% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FD | $2,205,000 | -7.9% | 39,017 | +1.7% | 0.19% | -5.0% |
| FXD | Buy | FIRST TR EXCHANGE TRADED FD | $2,141,000 | -10.5% | 39,300 | +1.9% | 0.18% | -7.5% |
| PEP | Buy | PEPSICO INC | $2,142,000 | -3.1% | 12,795 | +0.6% | 0.18% | 0.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,051,000 | -10.7% | 27,050 | +0.6% | 0.18% | -7.8% |
| MSFT | Sell | MICROSOFT CORP | $2,045,000 | -14.4% | 6,634 | -6.6% | 0.18% | -11.5% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,782,000 | -7.2% | 3,945 | -2.5% | 0.15% | -4.3% |
| PAYX | PAYCHEX INC | $1,759,000 | 0.0% | 12,887 | 0.0% | 0.15% | +3.4% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,741,000 | +16.8% | 4,932 | -1.1% | 0.15% | +20.0% |
| AMZN | Sell | AMAZON COM INC | $1,496,000 | -2.7% | 459 | -0.4% | 0.13% | 0.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,486,000 | +32.1% | 17,990 | -2.2% | 0.13% | +36.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,265,000 | +14.7% | 12,766 | -0.4% | 0.11% | +18.5% |
| USB | Sell | US BANCORP DEL | $1,252,000 | -28.7% | 23,548 | -24.7% | 0.11% | -26.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,252,000 | -4.2% | 5,500 | +3.8% | 0.11% | -0.9% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $1,219,000 | +1.5% | 17,030 | -2.6% | 0.10% | +4.0% |
| HTH | HILLTOP HOLDINGS INC | $1,194,000 | -16.3% | 40,600 | 0.0% | 0.10% | -13.4% | |
| JPM | Sell | JPMORGAN CHASE & CO | $1,058,000 | -16.6% | 7,761 | -3.1% | 0.09% | -14.2% |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $1,044,000 | -1.3% | 22,082 | +3.8% | 0.09% | +1.1% |
| NEE | NEXTERA ENERGY INC | $1,026,000 | -9.2% | 12,109 | 0.0% | 0.09% | -6.3% | |
| PFE | Sell | PFIZER INC | $999,000 | -28.0% | 19,289 | -17.9% | 0.09% | -25.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $986,000 | +14.3% | 13,496 | -2.5% | 0.08% | +18.1% |
| ORCL | ORACLE CORP | $902,000 | -5.2% | 10,906 | 0.0% | 0.08% | -2.5% | |
| GSST | Sell | GOLDMAN SACHS ETF TR | $893,000 | -40.3% | 17,785 | -40.0% | 0.08% | -38.4% |
| COST | COSTCO WHSL CORP NEW | $849,000 | +1.4% | 1,475 | 0.0% | 0.07% | +4.3% | |
| MCD | Sell | MCDONALDS CORP | $775,000 | -10.2% | 3,133 | -2.7% | 0.07% | -6.9% |
| CVX | CHEVRON CORP NEW | $780,000 | +38.8% | 4,793 | 0.0% | 0.07% | +42.6% | |
| HTLF | HEARTLAND FINL USA INC | $747,000 | -5.4% | 15,609 | 0.0% | 0.06% | -3.0% | |
| QCOM | QUALCOMM INC | $732,000 | -16.4% | 4,789 | 0.0% | 0.06% | -13.7% | |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $725,000 | -45.4% | 12,175 | -45.2% | 0.06% | -43.2% |
| KO | Sell | COCA COLA CO | $729,000 | +4.3% | 11,759 | -0.3% | 0.06% | +6.8% |
| CAT | CATERPILLAR INC | $732,000 | +7.8% | 3,283 | 0.0% | 0.06% | +10.5% | |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FD | $717,000 | +29.9% | 29,325 | +36.2% | 0.06% | +34.8% |
| DE | DEERE & CO | $722,000 | +21.1% | 1,738 | 0.0% | 0.06% | +24.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $683,000 | -11.9% | 5,250 | -9.4% | 0.06% | -9.2% |
| GBIL | Sell | GOLDMAN SACHS ETF TR | $670,000 | -8.8% | 6,700 | -8.8% | 0.06% | -6.5% |
| UMBF | UMB FINL CORP | $670,000 | -8.5% | 6,894 | 0.0% | 0.06% | -4.9% | |
| PH | PARKER-HANNIFIN CORP | $638,000 | -10.9% | 2,250 | 0.0% | 0.06% | -8.3% | |
| CERN | Sell | CERNER CORP | $624,000 | -10.3% | 6,674 | -10.9% | 0.05% | -6.9% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $616,000 | -32.5% | 5,300 | -23.3% | 0.05% | -30.3% |
| NXPI | NXP SEMICONDUCTORS N V | $587,000 | -18.7% | 3,170 | 0.0% | 0.05% | -15.0% | |
| TSLA | Sell | TESLA INC | $571,000 | -40.3% | 530 | -41.4% | 0.05% | -38.8% |
| BAC | BK OF AMERICA CORP | $553,000 | -7.4% | 13,421 | 0.0% | 0.05% | -4.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $549,000 | +12.3% | 5,500 | 0.0% | 0.05% | +14.6% | |
| CVS | Sell | CVS HEALTH CORP | $536,000 | -6.6% | 5,294 | -4.9% | 0.05% | -4.2% |
| SAIA | SAIA INC | $500,000 | -27.6% | 2,050 | 0.0% | 0.04% | -25.9% | |
| WFC | Sell | WELLS FARGO CO NEW | $486,000 | -5.4% | 10,028 | -6.3% | 0.04% | -2.3% |
| PM | PHILIP MORRIS INTL INC | $476,000 | -1.2% | 5,069 | 0.0% | 0.04% | +2.5% | |
| NVDA | NVIDIA CORPORATION | $463,000 | -7.2% | 1,696 | 0.0% | 0.04% | -4.8% | |
| IRM | IRON MTN INC NEW | $462,000 | +6.0% | 8,330 | 0.0% | 0.04% | +11.1% | |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $467,000 | +1.1% | 21,000 | -1.0% | 0.04% | +2.6% |
| ABT | Sell | ABBOTT LABS | $435,000 | -23.4% | 3,672 | -9.0% | 0.04% | -20.8% |
| WM | WASTE MGMT INC DEL | $430,000 | -5.1% | 2,712 | 0.0% | 0.04% | -2.6% | |
| CARR | CARRIER GLOBAL CORPORATION | $414,000 | -15.5% | 9,025 | 0.0% | 0.04% | -12.2% | |
| ZTS | Sell | ZOETIS INC | $405,000 | -41.7% | 2,146 | -24.6% | 0.04% | -39.7% |
| EMR | Sell | EMERSON ELEC CO | $407,000 | +4.4% | 4,150 | -1.2% | 0.04% | +6.1% |
| DIS | Sell | DISNEY WALT CO | $396,000 | -14.8% | 2,888 | -3.8% | 0.03% | -12.8% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $357,000 | -30.4% | 4,800 | 0.0% | 0.03% | -27.9% | |
| MCO | Sell | MOODYS CORP | $337,000 | -42.5% | 1,000 | -33.3% | 0.03% | -40.8% |
| IVV | ISHARES TR | $324,000 | -5.0% | 715 | 0.0% | 0.03% | -3.4% | |
| VZ | VERIZON COMMUNICATIONS INC | $322,000 | -1.8% | 6,314 | 0.0% | 0.03% | +3.7% | |
| OTIS | OTIS WORLDWIDE CORP | $317,000 | -11.7% | 4,125 | 0.0% | 0.03% | -10.0% | |
| VTI | Sell | VANGUARD INDEX FDS | $307,000 | -25.1% | 1,350 | -20.6% | 0.03% | -20.6% |
| EPD | ENTERPRISE PRODS PARTNERS L | $299,000 | +17.3% | 11,600 | 0.0% | 0.03% | +23.8% | |
| STPZ | PIMCO ETF TR | $289,000 | -1.0% | 5,300 | 0.0% | 0.02% | +4.2% | |
| LIN | LINDE PLC | $295,000 | -7.5% | 922 | 0.0% | 0.02% | -7.4% | |
| SRE | SEMPRA | $277,000 | +27.1% | 1,650 | 0.0% | 0.02% | +33.3% | |
| HON | HONEYWELL INTL INC | $278,000 | -6.7% | 1,430 | 0.0% | 0.02% | -4.0% | |
| LH | LABORATORY CORP AMER HLDGS | $264,000 | -15.9% | 1,000 | 0.0% | 0.02% | -11.5% | |
| MO | Sell | ALTRIA GROUP INC | $270,000 | -59.8% | 5,158 | -63.6% | 0.02% | -58.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $266,000 | -4.0% | 522 | -5.4% | 0.02% | 0.0% |
| DXCM | DEXCOM INC | $256,000 | -4.5% | 500 | 0.0% | 0.02% | 0.0% | |
| FB | Sell | META PLATFORMS INC | $252,000 | -36.0% | 1,135 | -3.0% | 0.02% | -33.3% |
| IJS | ISHARES TR | $243,000 | -2.0% | 2,371 | 0.0% | 0.02% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $227,000 | +95.7% | 4,000 | 0.0% | 0.02% | +100.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $225,000 | -5.1% | 893 | +10.2% | 0.02% | -5.0% |
| TJX | TJX COS INC NEW | $205,000 | -19.9% | 3,378 | 0.0% | 0.02% | -14.3% | |
| C | CITIGROUP INC | $214,000 | -11.6% | 4,000 | 0.0% | 0.02% | -10.0% | |
| CMCSA | Sell | COMCAST CORP NEW | $211,000 | -30.4% | 4,512 | -25.0% | 0.02% | -28.0% |
| UNP | UNION PAC CORP | $193,000 | +8.4% | 707 | 0.0% | 0.02% | +13.3% | |
| MDYG | SPDR SER TR | $193,000 | -9.0% | 2,594 | 0.0% | 0.02% | -5.6% | |
| IJT | ISHARES TR | $195,000 | -9.7% | 1,558 | 0.0% | 0.02% | -5.6% | |
| GRMN | Buy | GARMIN LTD | $193,000 | -11.5% | 1,624 | +1.6% | 0.02% | -5.6% |
| IWF | ISHARES TR | $199,000 | -9.1% | 717 | 0.0% | 0.02% | -5.6% | |
| ANET | ARISTA NETWORKS INC | $181,000 | -3.2% | 1,300 | 0.0% | 0.02% | 0.0% | |
| AVGO | Sell | BROADCOM INC | $185,000 | -29.4% | 294 | -25.4% | 0.02% | -27.3% |
| ECL | ECOLAB INC | $159,000 | -24.6% | 899 | 0.0% | 0.01% | -22.2% | |
| DUK | DUKE ENERGY CORP NEW | $158,000 | +6.8% | 1,413 | 0.0% | 0.01% | +16.7% | |
| FLO | FLOWERS FOODS INC | $164,000 | -6.3% | 6,362 | 0.0% | 0.01% | -6.7% | |
| SEE | Sell | SEALED AIR CORP NEW | $161,000 | -6.4% | 2,400 | -5.9% | 0.01% | 0.0% |
| IVW | Sell | ISHARES TR | $145,000 | -49.5% | 1,900 | -44.5% | 0.01% | -45.8% |
| ENR | ENERGIZER HLDGS INC NEW | $146,000 | -23.2% | 4,742 | 0.0% | 0.01% | -18.8% | |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $149,000 | +35.5% | 7,445 | +42.6% | 0.01% | +44.4% |
| ED | CONSOLIDATED EDISON INC | $136,000 | +11.5% | 1,432 | 0.0% | 0.01% | +20.0% | |
| FXH | FIRST TR EXCHANGE TRADED FD | $125,000 | -7.4% | 1,090 | 0.0% | 0.01% | 0.0% | |
| FXO | FIRST TR EXCHANGE TRADED FD | $125,000 | -0.8% | 2,725 | 0.0% | 0.01% | 0.0% | |
| PACW | PACWEST BANCORP DEL | $129,000 | -5.1% | 3,000 | 0.0% | 0.01% | 0.0% | |
| SBUX | Sell | STARBUCKS CORP | $128,000 | -27.7% | 1,411 | -6.6% | 0.01% | -26.7% |
| EMN | EASTMAN CHEM CO | $123,000 | -7.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
| BX | BLACKSTONE INC | $127,000 | -1.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SLV | Buy | ISHARES SILVER TR | $126,000 | +29.9% | 5,525 | +22.1% | 0.01% | +37.5% |
| UTF | COHEN & STEERS INFRASTRUCTUR | $132,000 | +1.5% | 4,554 | 0.0% | 0.01% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $117,000 | -14.6% | 5,000 | 0.0% | 0.01% | -9.1% | |
| AEE | AMEREN CORP | $113,000 | +5.6% | 1,200 | 0.0% | 0.01% | +11.1% | |
| LLY | Sell | LILLY ELI & CO | $115,000 | -7.3% | 400 | -11.1% | 0.01% | 0.0% |
| BP | Sell | BP PLC | $116,000 | +3.6% | 3,950 | -6.0% | 0.01% | +11.1% |
| IFV | FIRST TR EXCHANGE-TRADED FD | $114,000 | -10.2% | 5,480 | 0.0% | 0.01% | -9.1% | |
| GIS | GENERAL MLS INC | $113,000 | 0.0% | 1,676 | 0.0% | 0.01% | +11.1% | |
| CP | CANADIAN PAC RY LTD | $119,000 | +14.4% | 1,442 | 0.0% | 0.01% | +11.1% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $115,000 | -29.9% | 610 | -15.9% | 0.01% | -28.6% |
| EFSC | ENTERPRISE FINL SVCS CORP | $116,000 | 0.0% | 2,460 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $107,000 | -9.3% | 912 | 0.0% | 0.01% | -10.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $105,000 | +2.9% | 600 | 0.0% | 0.01% | 0.0% | |
| MDT | Buy | MEDTRONIC PLC | $108,000 | +35.0% | 975 | +25.8% | 0.01% | +28.6% |
| CW | CURTISS WRIGHT CORP | $110,000 | +7.8% | 735 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDS | $99,000 | -5.7% | 613 | 0.0% | 0.01% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $103,000 | +27.2% | 6,100 | 0.0% | 0.01% | +28.6% | ||
| SWKS | SKYWORKS SOLUTIONS INC | $107,000 | -13.7% | 801 | 0.0% | 0.01% | -10.0% | |
| FISV | FISERV INC | $101,000 | -2.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| VEEV | VEEVA SYS INC | $98,000 | -16.9% | 460 | 0.0% | 0.01% | -20.0% | |
| POST | POST HLDGS INC | $88,000 | -38.5% | 1,268 | 0.0% | 0.01% | -33.3% | |
| AXON | AXON ENTERPRISE INC | $96,000 | -12.7% | 700 | 0.0% | 0.01% | -11.1% | |
| ACGL | ARCH CAP GROUP LTD | $87,000 | +8.8% | 1,800 | 0.0% | 0.01% | +14.3% | |
| SQ | BLOCK INC | $95,000 | -15.9% | 700 | 0.0% | 0.01% | -11.1% | |
| IGSB | Sell | ISHARES TR | $91,000 | -38.5% | 1,750 | -36.4% | 0.01% | -33.3% |
| IEFA | ISHARES TR | $98,000 | -7.5% | 1,416 | 0.0% | 0.01% | -11.1% | |
| VO | VANGUARD INDEX FDS | $84,000 | -6.7% | 355 | 0.0% | 0.01% | -12.5% | |
| CTVA | Buy | CORTEVA INC | $76,000 | +137.5% | 1,329 | +95.7% | 0.01% | +133.3% |
| DFS | Sell | DISCOVER FINL SVCS | $83,000 | -27.2% | 750 | -24.2% | 0.01% | -30.0% |
| D | Sell | DOMINION ENERGY INC | $85,000 | +4.9% | 1,000 | -3.1% | 0.01% | 0.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $76,000 | -17.4% | 480 | -15.0% | 0.01% | -12.5% |
| ITW | ILLINOIS TOOL WKS INC | $66,000 | -15.4% | 317 | 0.0% | 0.01% | -14.3% | |
| NUE | NUCOR CORP | $74,000 | +29.8% | 500 | 0.0% | 0.01% | +20.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $68,000 | -4.2% | 100 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $75,000 | -20.2% | 165 | 0.0% | 0.01% | -25.0% | |
| CB | Buy | CHUBB LIMITED | $70,000 | +48.9% | 330 | +34.7% | 0.01% | +50.0% |
| TMUS | T-MOBILE US INC | $65,000 | +10.2% | 506 | 0.0% | 0.01% | +20.0% | |
| SCZ | ISHARES TR | $70,000 | -9.1% | 1,050 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $67,000 | -14.1% | 1,500 | 0.0% | 0.01% | -14.3% | |
| MRK | Buy | MERCK & CO INC | $69,000 | +27.8% | 837 | +19.1% | 0.01% | +20.0% |
| MRNA | Sell | MODERNA INC | $69,000 | -66.0% | 400 | -50.0% | 0.01% | -64.7% |
| EPC | EDGEWELL PERS CARE CO | $73,000 | -19.8% | 2,000 | 0.0% | 0.01% | -25.0% | |
| IJH | ISHARES TR | $72,000 | -5.3% | 270 | 0.0% | 0.01% | 0.0% | |
| ETG | EATON VANCE TX ADV GLBL DIV | $66,000 | -9.6% | 3,200 | 0.0% | 0.01% | 0.0% | |
| DOW | Sell | DOW INC | $70,000 | +11.1% | 1,100 | -1.4% | 0.01% | +20.0% |
| BIP | BROOKFIELD INFRAST PARTNERS | $69,000 | +7.8% | 1,048 | 0.0% | 0.01% | +20.0% | |
| V | Sell | VISA INC | $53,000 | -58.6% | 239 | -59.6% | 0.01% | -54.5% |
| SLQT | SELECTQUOTE INC | $63,000 | -69.1% | 22,482 | 0.0% | 0.01% | -70.6% | |
| XLF | SELECT SECTOR SPDR TR | $63,000 | -1.6% | 1,635 | 0.0% | 0.01% | 0.0% | |
| MASI | MASIMO CORP | $55,000 | -50.5% | 379 | 0.0% | 0.01% | -44.4% | |
| MMM | Sell | 3M CO | $54,000 | -27.0% | 367 | -12.0% | 0.01% | -16.7% |
| COP | CONOCOPHILLIPS | $60,000 | +39.5% | 599 | 0.0% | 0.01% | +25.0% | |
| GLD | Sell | SPDR GOLD TR | $55,000 | -45.0% | 305 | -48.0% | 0.01% | -37.5% |
| NUVEEN MULTI ASSET INCOME FU | $50,000 | -13.8% | 3,110 | 0.0% | 0.00% | -20.0% | ||
| SPSB | Sell | SPDR SER TR | $43,000 | -64.8% | 1,425 | -63.7% | 0.00% | -60.0% |
| TOTL | SSGA ACTIVE ETF TR | $41,000 | -6.8% | 922 | 0.0% | 0.00% | 0.0% | |
| UPS | Buy | UNITED PARCEL SERVICE INC | $42,000 | +5.0% | 198 | +6.5% | 0.00% | +33.3% |
| XLI | SELECT SECTOR SPDR TR | $51,000 | -3.8% | 500 | 0.0% | 0.00% | 0.0% | |
| SYK | Buy | STRYKER CORPORATION | $45,000 | +350.0% | 169 | +333.3% | 0.00% | +300.0% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $46,000 | -14.8% | 445 | 0.0% | 0.00% | -20.0% | |
| TYL | TYLER TECHNOLOGIES INC | $44,000 | -18.5% | 100 | 0.0% | 0.00% | -20.0% | |
| TSCO | TRACTOR SUPPLY CO | $41,000 | -2.4% | 175 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $45,000 | +15.4% | 248 | 0.0% | 0.00% | +33.3% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $49,000 | -10.9% | 5,500 | 0.0% | 0.00% | -20.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $43,000 | +19.4% | 1,925 | 0.0% | 0.00% | +33.3% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $49,000 | -7.5% | 3,500 | 0.0% | 0.00% | 0.0% | |
| EVR | EVERCORE INC | $41,000 | -16.3% | 364 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $47,000 | 0.0% | 681 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $42,000 | -19.2% | 2,500 | 0.0% | 0.00% | 0.0% | |
| GRX | GABELLI HLTHCARE & WELLNESS | $47,000 | -6.0% | 3,700 | 0.0% | 0.00% | 0.0% | |
| Sell | GENERAL ELECTRIC CO | $52,000 | -27.8% | 569 | -25.0% | 0.00% | -33.3% | |
| ESLT | ELBIT SYS LTD | $44,000 | +25.7% | 200 | 0.0% | 0.00% | +33.3% | |
| ISRG | INTUITIVE SURGICAL INC | $51,000 | -15.0% | 168 | 0.0% | 0.00% | -20.0% | |
| INVENTRUST PPTYS CORP | $45,000 | +12.5% | 1,476 | 0.0% | 0.00% | +33.3% | ||
| TIP | ISHARES TR | $50,000 | -3.8% | 400 | 0.0% | 0.00% | 0.0% | |
| IWD | ISHARES TR | $41,000 | -2.4% | 250 | 0.0% | 0.00% | 0.0% | |
| MUB | ISHARES TR | $43,000 | -6.5% | 393 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $50,000 | -19.4% | 1,201 | 0.0% | 0.00% | -20.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $52,000 | +6.1% | 1,050 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP | $48,000 | +1500.0% | 600 | +1100.0% | 0.00% | – |
| NKE | Sell | NIKE INC | $49,000 | -35.5% | 362 | -20.8% | 0.00% | -33.3% |
| NTRS | Buy | NORTHERN TR CORP | $46,000 | +31.4% | 390 | +34.5% | 0.00% | +33.3% |
| PANW | PALO ALTO NETWORKS INC | $47,000 | +11.9% | 75 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $52,000 | -14.8% | 1,055 | 0.0% | 0.00% | -20.0% | |
| VFC | Sell | V F CORP | $48,000 | -29.4% | 846 | -8.6% | 0.00% | -33.3% |
| FDX | FEDEX CORP | $35,000 | -10.3% | 150 | 0.0% | 0.00% | 0.0% | |
| CGNX | COGNEX CORP | $40,000 | 0.0% | 520 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $35,000 | +20.7% | 250 | 0.0% | 0.00% | +50.0% | |
| BND | VANGUARD BD INDEX FDS | $30,000 | -6.2% | 373 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETE CORP | $34,000 | +36.0% | 5,000 | 0.0% | 0.00% | +50.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $37,000 | -24.5% | 340 | 0.0% | 0.00% | -25.0% | |
| VBR | VANGUARD INDEX FDS | $32,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INC | $39,000 | -7.1% | 629 | 0.0% | 0.00% | -25.0% | |
| EEFT | EURONET WORLDWIDE INC | $39,000 | +8.3% | 300 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $31,000 | -22.5% | 200 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $29,000 | +3.6% | 500 | 0.0% | 0.00% | +50.0% | |
| TRMB | New | TRIMBLE INC | $29,000 | – | 400 | +100.0% | 0.00% | – |
| EXG | EATON VANCE TAX-MANAGED GLOB | $39,000 | -9.3% | 4,050 | 0.0% | 0.00% | -25.0% | |
| VOE | VANGUARD INDEX FDS | $29,000 | 0.0% | 194 | 0.0% | 0.00% | +50.0% | |
| GWX | SPDR INDEX SHS FDS | $29,000 | -6.5% | 830 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD WORLD FDS | $31,000 | -3.1% | 121 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX F | $30,000 | -6.2% | 520 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $37,000 | +19.4% | 600 | 0.0% | 0.00% | 0.0% | |
| GAB | GABELLI EQUITY TR INC | $37,000 | -2.6% | 5,286 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $39,000 | +5.4% | 1,144 | 0.0% | 0.00% | 0.0% | |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $29,000 | +7.4% | 130 | 0.0% | 0.00% | +50.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $37,000 | +32.1% | 410 | 0.0% | 0.00% | +50.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $37,000 | 0.0% | 3,700 | 0.0% | 0.00% | 0.0% | |
| WMB | Buy | WILLIAMS COS INC | $32,000 | +433.3% | 951 | +306.4% | 0.00% | +200.0% |
| BLK | BLACKROCK INC | $38,000 | -17.4% | 50 | 0.0% | 0.00% | -25.0% | |
| NVS | Buy | NOVARTIS AG | $33,000 | +371.4% | 375 | +400.0% | 0.00% | +200.0% |
| DEO | DIAGEO PLC | $29,000 | -6.5% | 143 | 0.0% | 0.00% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $35,000 | +775.0% | 845 | +482.8% | 0.00% | – |
| New | BELLRING BRANDS INC | $37,000 | – | 1,607 | +100.0% | 0.00% | – | |
| JHX | JAMES HARDIE INDS PLC | $30,000 | -26.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $38,000 | -5.0% | 448 | 0.0% | 0.00% | 0.0% | |
| AXP | New | AMERICAN EXPRESS CO | $33,000 | – | 175 | +100.0% | 0.00% | – |
| OGE | OGE ENERGY CORP | $29,000 | +3.6% | 720 | 0.0% | 0.00% | +50.0% | |
| BAPR | INNOVATOR ETFS TR | $31,000 | 0.0% | 927 | 0.0% | 0.00% | 0.0% | |
| VB | VANGUARD INDEX FDS | $32,000 | -5.9% | 150 | 0.0% | 0.00% | 0.0% | |
| IEF | Sell | ISHARES TR | $32,000 | -44.8% | 300 | -40.0% | 0.00% | -40.0% |
| FFIV | New | F5 INC | $31,000 | – | 150 | +100.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC | $24,000 | -4.0% | 60 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LT | $28,000 | +21.7% | 200 | 0.0% | 0.00% | 0.0% | |
| IDNA | ISHARES TR | $18,000 | -21.7% | 533 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES INC | $18,000 | -5.3% | 317 | 0.0% | 0.00% | 0.0% | |
| IJR | ISHARES TR | $24,000 | -4.0% | 221 | 0.0% | 0.00% | 0.0% | |
| EWA | ISHARES INC | $19,000 | +11.8% | 700 | 0.0% | 0.00% | +100.0% | |
| SAFM | SANDERSON FARMS INC | $22,000 | -4.3% | 119 | 0.0% | 0.00% | 0.0% | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $26,000 | +1200.0% | 200 | +1718.2% | 0.00% | – |
| HSY | New | HERSHEY CO | $22,000 | – | 100 | +100.0% | 0.00% | – |
| APA | APA CORPORATION | $25,000 | +56.2% | 600 | 0.0% | 0.00% | +100.0% | |
| GTY | GETTY RLTY CORP NEW | $25,000 | -10.7% | 879 | 0.0% | 0.00% | 0.0% | |
| GII | SPDR INDEX SHS FDS | $26,000 | +8.3% | 450 | 0.0% | 0.00% | 0.0% | |
| FTNT | New | FORTINET INC | $26,000 | – | 75 | +100.0% | 0.00% | – |
| FXN | FIRST TR EXCHANGE TRADED FD | $22,000 | +29.4% | 1,400 | 0.0% | 0.00% | +100.0% | |
| AZO | AUTOZONE INC | $20,000 | -4.8% | 10 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $23,000 | -4.2% | 262 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $21,000 | -8.7% | 85 | 0.0% | 0.00% | 0.0% | |
| NTAP | NETAPP INC | $19,000 | -9.5% | 230 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INC | $27,000 | -15.6% | 1,721 | 0.0% | 0.00% | -33.3% | |
| HACK | ETF MANAGERS TR | $28,000 | -3.4% | 473 | 0.0% | 0.00% | 0.0% | |
| SDY | SPDR SER TR | $26,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| New | SHELL PLC | $18,000 | – | 324 | +100.0% | 0.00% | – | |
| DD | New | DUPONT DE NEMOURS INC | $18,000 | – | 250 | +100.0% | 0.00% | – |
| XRAY | DENTSPLY SIRONA INC | $18,000 | -10.0% | 363 | 0.0% | 0.00% | 0.0% | |
| RE | EVEREST RE GROUP LTD | $18,000 | +12.5% | 59 | 0.0% | 0.00% | +100.0% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $25,000 | -3.8% | 8,300 | 0.0% | 0.00% | 0.0% | |
| CODI | COMPASS DIVERSIFIED | $24,000 | -22.6% | 1,000 | 0.0% | 0.00% | -33.3% | |
| OXYWS | OCCIDENTAL PETE CORP | $18,000 | +200.0% | 500 | 0.0% | 0.00% | +100.0% | |
| T | AT&T INC | $28,000 | -3.4% | 1,192 | 0.0% | 0.00% | 0.0% | |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $18,000 | +800.0% | 171 | +714.3% | 0.00% | – |
| RVT | ROYCE VALUE TR INC | $20,000 | -16.7% | 1,200 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC | $22,000 | -4.3% | 350 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $19,000 | -9.5% | 1,057 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $23,000 | -11.5% | 600 | 0.0% | 0.00% | 0.0% | |
| SYY | New | SYSCO CORP | $20,000 | – | 250 | +100.0% | 0.00% | – |
| BIF | BOULDER GROWTH & INCOME FD I | $23,000 | +4.5% | 1,568 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $19,000 | +5.6% | 747 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $24,000 | -45.5% | 519 | -49.1% | 0.00% | -50.0% |
| SCCO | New | SOUTHERN COPPER CORP | $18,000 | – | 242 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $20,000 | +33.3% | 200 | 0.0% | 0.00% | +100.0% | |
| CII | BLACKROCK ENHANCD CAP & INM | $27,000 | -6.9% | 1,300 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $20,000 | -20.0% | 155 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $18,000 | -21.7% | 225 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $15,000 | +7.1% | 238 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $17,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $17,000 | -19.0% | 70 | 0.0% | 0.00% | -50.0% | |
| AMAT | APPLIED MATLS INC | $17,000 | -15.0% | 130 | 0.0% | 0.00% | -50.0% | |
| ARCC | ARES CAPITAL CORP | $13,000 | -7.1% | 643 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| ADSK | New | AUTODESK INC | $11,000 | – | 50 | +100.0% | 0.00% | – |
| BRP | BRP GROUP INC | $8,000 | -27.3% | 300 | 0.0% | 0.00% | 0.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $9,000 | +12.5% | 116 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $16,000 | 0.0% | 1,452 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $14,000 | +7.7% | 247 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $12,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $17,000 | -10.5% | 11 | 0.0% | 0.00% | -50.0% | |
| INCO | COLUMBIA ETF TR II | $16,000 | -11.1% | 330 | 0.0% | 0.00% | -50.0% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $17,000 | -5.6% | 1,811 | 0.0% | 0.00% | -50.0% | |
| DEI | DOUGLAS EMMETT INC | $17,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $8,000 | -27.3% | 400 | 0.0% | 0.00% | 0.0% | |
| EOI | EATON VANCE ENHANCED EQUITY | $6,000 | -14.3% | 350 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $10,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FD | $11,000 | -56.0% | 75 | -51.6% | 0.00% | -50.0% |
| IT | New | GARTNER INC | $15,000 | – | 50 | +100.0% | 0.00% | – |
| GS | GOLDMAN SACHS GROUP INC | $6,000 | -14.3% | 17 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP | $10,000 | -28.6% | 1,100 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $9,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% | |
| ICUI | ICU MED INC | $12,000 | -7.7% | 56 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $10,000 | -23.1% | 20 | 0.0% | 0.00% | 0.0% | |
| ISEE | IVERIC BIO INC | $13,000 | 0.0% | 750 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC | $8,000 | -27.3% | 590 | -1.5% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $9,000 | +80.0% | 423 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $7,000 | -22.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $13,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| MMSI | MERIT MED SYS INC | $6,000 | +20.0% | 88 | 0.0% | 0.00% | – | |
| MET | METLIFE INC | $11,000 | +10.0% | 160 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $14,000 | -6.7% | 155 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $8,000 | -27.3% | 300 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $8,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $9,000 | +12.5% | 640 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC | $16,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | |
| SJW | SJW GROUP | $11,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| NOW | SERVICENOW INC | $14,000 | -12.5% | 25 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO | $11,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC | $6,000 | -25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $17,000 | +13.3% | 350 | 0.0% | 0.00% | 0.0% | |
| SPLK | New | SPLUNK INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
| STM | Sell | STMICROELECTRONICS N V | $13,000 | -13.3% | 300 | -1.6% | 0.00% | 0.0% |
| RGR | STURM RUGER & CO INC | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| TGT | Sell | TARGET CORP | $13,000 | -69.0% | 61 | -66.3% | 0.00% | -75.0% |
| TLS | TELOS CORP MD | $10,000 | -33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $13,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| VOOG | VANGUARD ADMIRAL FDS INC | $7,000 | -12.5% | 25 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $9,000 | -10.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $17,000 | -5.6% | 40 | 0.0% | 0.00% | -50.0% | |
| VOT | VANGUARD INDEX FDS | $14,000 | -17.6% | 65 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDS | $10,000 | -9.1% | 39 | 0.0% | 0.00% | 0.0% | |
| VUG | Sell | VANGUARD INDEX FDS | $6,000 | -86.7% | 20 | -85.8% | 0.00% | -75.0% |
| VTRS | Sell | VIATRIS INC | $11,000 | -52.2% | 1,040 | -38.9% | 0.00% | -50.0% |
| ACN | ACCENTURE PLC IRELAND | $9,000 | -18.2% | 27 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $14,000 | -22.2% | 250 | 0.0% | 0.00% | -50.0% | |
| RIG | TRANSOCEAN LTD | $11,000 | +57.1% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $8,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| RBBN | RIBBON COMMUNICATIONS INC | $2,000 | -50.0% | 739 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| VLY | VALLEY NATL BANCORP | $4,000 | -20.0% | 340 | 0.0% | 0.00% | – | |
| PSX | Sell | PHILLIPS 66 | $3,000 | -80.0% | 33 | -84.5% | 0.00% | -100.0% |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -32 | -100.0% | 0.00% | – |
| OGN | ORGANON & CO | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $2,000 | -33.3% | 65 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TR | $2,000 | -33.3% | 30 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | – | |
| AES | AES CORP | $4,000 | +33.3% | 141 | 0.0% | 0.00% | – | |
| WOR | Exit | WORTHINGTON INDS INC | $0 | – | -21 | -100.0% | 0.00% | – |
| SON | Exit | SONOCO PRODS CO | $0 | – | -51 | -100.0% | 0.00% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -73 | -100.0% | 0.00% | – |
| AOA | Exit | ISHARES TR | $0 | – | -66 | -100.0% | 0.00% | – |
| TLRY | TILRAY BRANDS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| SO | SOUTHERN CO | $4,000 | +33.3% | 50 | 0.0% | 0.00% | – | |
| XLV | SELECT SECTOR SPDR TR | $4,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP | $5,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| CRM | Sell | SALESFORCE COM INC | $3,000 | -75.0% | 15 | -68.8% | 0.00% | -100.0% |
| RBLX | ROBLOX CORP | $3,000 | -57.1% | 70 | 0.0% | 0.00% | -100.0% | |
| NIO | NIO INC | $4,000 | -33.3% | 175 | 0.0% | 0.00% | -100.0% | |
| MAA | MID-AMER APT CMNTYS INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| MDC | M D C HLDGS INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – | |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -25 | -100.0% | 0.00% | – |
| LAZR | LUMINAR TECHNOLOGIES INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
| PIPR | Exit | PIPER SANDLER COMPANIES | $0 | – | -20 | -100.0% | 0.00% | – |
| KEY | KEYCORP | $5,000 | 0.0% | 220 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $0 | – | 7 | 0.0% | 0.00% | – | |
| IPG | INTERPUBLIC GROUP COS INC | $4,000 | -20.0% | 122 | 0.0% | 0.00% | – | |
| GSK | Exit | GLAXOSMITHKLINE PLC | $0 | – | -62 | -100.0% | 0.00% | – |
| VICI | VICI PPTYS INC | $3,000 | 0.0% | 105 | 0.0% | 0.00% | – | |
| IP | Sell | INTERNATIONAL PAPER CO | $0 | -100.0% | 10 | -96.7% | 0.00% | -100.0% |
| WAB | WABTEC | $2,000 | +100.0% | 16 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | 0.0% | 225 | 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% | – | |
| WHR | WHIRLPOOL CORP | $3,000 | -25.0% | 17 | 0.0% | 0.00% | – | |
| FSFG | FIRST SVGS FINL GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC | $4,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| EQR | EQUITY RESIDENTIAL | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P | $2,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC | $4,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| ETN | Sell | EATON CORP PLC | $5,000 | -78.3% | 30 | -77.1% | 0.00% | -100.0% |
| CMI | CUMMINS INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| New | CONSTELLATION ENERGY CORP | $4,000 | – | 66 | +100.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 19 | 0.0% | 0.00% | – | |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -172 | -100.0% | 0.00% | – |
| BFB | BROWN FORMAN CORP | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| SAM | BOSTON BEER INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -47 | -100.0% | 0.00% | – |
| ARKF | ARK ETF TR | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| SSO | Exit | PROSHARES TR | $0 | – | -50 | -100.0% | -0.00% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -296 | -100.0% | -0.00% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLC | $0 | – | -324 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -377 | -100.0% | -0.00% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -228 | -100.0% | -0.00% | – |
| FLS | Exit | FLOWSERVE CORP | $0 | – | -525 | -100.0% | -0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -70 | -100.0% | -0.00% | – |
| USMV | Exit | ISHARES TR | $0 | – | -175 | -100.0% | -0.00% | – |
| NP | Exit | NEENAH INC | $0 | – | -500 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -711 | -100.0% | -0.00% | – |
| VLUE | Exit | ISHARES TR | $0 | – | -201 | -100.0% | -0.00% | – |
| ACES | Exit | ALPS ETF TR | $0 | – | -500 | -100.0% | -0.00% | – |
| ESGU | Exit | ISHARES TR | $0 | – | -300 | -100.0% | -0.00% | – |
| IVE | Exit | ISHARES TR | $0 | – | -265 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES TR | $0 | – | -868 | -100.0% | -0.01% | – |
| SCHG | Exit | SCHWAB STRATEGIC TR | $0 | – | -1,000 | -100.0% | -0.01% | – |
| MNR | Exit | MONMOUTH REAL ESTATE INVT CO | $0 | – | -12,480 | -100.0% | -0.02% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -15,000 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.