$1.03 Billion is the total value of ATWOOD & PALMER INC's 400 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 19.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FTGC | Buy | FIRST TR EXCHANGE TRAD FD VI | $46,340,000 | -5.9% | 1,731,681 | +0.0% | 4.51% | +6.2% |
GSIE | Buy | GOLDMAN SACHS ETF TR | $34,665,000 | -11.6% | 1,248,290 | +4.1% | 3.38% | -0.3% |
IMTM | Buy | ISHARES TR | $33,049,000 | -11.9% | 1,104,205 | +4.4% | 3.22% | -0.6% |
LMT | Sell | LOCKHEED MARTIN CORP | $32,570,000 | -4.4% | 75,752 | -1.9% | 3.17% | +7.8% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $30,348,000 | -18.1% | 55,861 | -11.0% | 2.96% | -7.7% |
ABBV | Buy | ABBVIE INC | $27,552,000 | +4.5% | 179,887 | +10.6% | 2.68% | +17.9% |
CDW | Buy | CDW CORP | $25,999,000 | -11.8% | 165,009 | +0.1% | 2.53% | -0.5% |
URI | Sell | UNITED RENTALS INC | $25,941,000 | -31.8% | 106,791 | -0.2% | 2.53% | -23.0% |
GNRC | Buy | GENERAC HLDGS INC | $25,118,000 | -28.3% | 119,278 | +1.1% | 2.45% | -19.2% |
ON | Buy | ON SEMICONDUCTOR CORP | $24,602,000 | -18.9% | 489,016 | +0.9% | 2.40% | -8.5% |
REGN | Buy | REGENERON PHARMACEUTICALS | $24,521,000 | -14.5% | 41,482 | +1.0% | 2.39% | -3.6% |
AMP | Sell | AMERIPRISE FINL INC | $24,255,000 | -21.2% | 102,049 | -0.5% | 2.36% | -11.1% |
GOOG | Sell | ALPHABET INC | $24,135,000 | -29.5% | 11,033 | -10.0% | 2.35% | -20.5% |
HOLX | Buy | HOLOGIC INC | $22,766,000 | -9.5% | 328,520 | +0.3% | 2.22% | +2.1% |
AMGN | Buy | AMGEN INC | $21,372,000 | +36.6% | 87,842 | +35.8% | 2.08% | +54.2% |
CSCO | Buy | CISCO SYS INC | $21,190,000 | -22.3% | 496,960 | +1.6% | 2.06% | -12.4% |
Buy | JANUS DETROIT STR TR | $20,875,000 | -6.9% | 457,534 | +0.7% | 2.03% | +5.1% | |
MA | Sell | MASTERCARD INCORPORATED | $20,636,000 | -27.2% | 65,410 | -17.5% | 2.01% | -17.9% |
FITB | Buy | FIFTH THIRD BANCORP | $20,522,000 | -21.2% | 610,776 | +0.9% | 2.00% | -11.1% |
JAAA | Buy | JANUS DETROIT STR TR | $20,167,000 | -1.7% | 411,234 | +0.7% | 1.96% | +10.9% |
VNLA | Sell | JANUS DETROIT STR TR | $20,161,000 | -2.6% | 414,582 | -1.7% | 1.96% | +9.8% |
SONY | Buy | SONY GROUP CORPORATION | $19,969,000 | -19.6% | 244,214 | +1.0% | 1.94% | -9.3% |
AAPL | Sell | APPLE INC | $19,494,000 | -32.1% | 142,583 | -13.3% | 1.90% | -23.4% |
DHI | Buy | D R HORTON INC | $18,798,000 | +17.3% | 284,004 | +32.1% | 1.83% | +32.3% |
PNC | Sell | PNC FINL SVCS GROUP INC | $18,738,000 | -17.3% | 118,771 | -3.3% | 1.82% | -6.7% |
JMBS | Sell | JANUS DETROIT STR TR | $18,633,000 | -5.0% | 388,504 | -1.1% | 1.82% | +7.2% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $18,132,000 | -4.2% | 365,940 | -3.7% | 1.77% | +8.0% |
PYPL | Buy | PAYPAL HLDGS INC | $16,018,000 | -17.4% | 229,347 | +36.7% | 1.56% | -6.9% |
LDOS | Buy | LEIDOS HOLDINGS INC | $14,922,000 | -5.0% | 148,171 | +1.9% | 1.45% | +7.1% |
GILD | Buy | GILEAD SCIENCES INC | $14,657,000 | +5.9% | 237,130 | +1.9% | 1.43% | +19.5% |
VRP | Sell | INVESCO EXCH TRADED FD TR II | $14,103,000 | -18.4% | 635,551 | -10.1% | 1.37% | -7.9% |
TPYP | Sell | MANAGED PORTFOLIO SERIES | $14,071,000 | -9.9% | 580,263 | -1.5% | 1.37% | +1.7% |
APTV | Buy | APTIV PLC | $13,122,000 | -23.9% | 147,324 | +2.2% | 1.28% | -14.2% |
INTC | Buy | INTEL CORP | $12,958,000 | -23.1% | 346,368 | +1.8% | 1.26% | -13.3% |
UTHR | New | UNITED THERAPEUTICS CORP DEL | $12,910,000 | – | 54,788 | +100.0% | 1.26% | – |
NOC | Buy | NORTHROP GRUMMAN CORP | $12,827,000 | +8.7% | 26,802 | +1.5% | 1.25% | +22.6% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $11,107,000 | -0.4% | 45,953 | +2.4% | 1.08% | +12.4% |
LOW | Buy | LOWES COS INC | $11,075,000 | -11.8% | 63,403 | +2.0% | 1.08% | -0.6% |
GEM | Sell | GOLDMAN SACHS ETF TR | $10,976,000 | -37.5% | 368,954 | -28.9% | 1.07% | -29.5% |
WMT | Buy | WALMART INC | $10,149,000 | -16.6% | 83,472 | +2.1% | 0.99% | -5.9% |
BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $9,923,000 | -7.5% | 432,574 | -1.1% | 0.97% | +4.4% |
EEM | Sell | ISHARES TR | $9,844,000 | -34.9% | 245,483 | -26.7% | 0.96% | -26.5% |
FV | Buy | FIRST TR EXCHANGE-TRADED FD | $9,729,000 | -8.0% | 234,886 | +5.8% | 0.95% | +3.8% |
GRMN | Buy | GARMIN LTD | $8,832,000 | +4476.2% | 89,894 | +5435.3% | 0.86% | +4958.8% |
UNFI | New | UNITED NAT FOODS INC | $8,651,000 | – | 219,570 | +100.0% | 0.84% | – |
NLOK | New | NORTONLIFELOCK INC | $8,340,000 | – | 379,770 | +100.0% | 0.81% | – |
BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $8,166,000 | -8.9% | 374,754 | -0.5% | 0.80% | +2.7% |
BIIB | Sell | BIOGEN INC | $8,077,000 | -7.2% | 39,604 | -4.2% | 0.79% | +4.7% |
JKHY | Sell | HENRY JACK & ASSOC INC | $7,404,000 | -14.0% | 41,131 | -5.8% | 0.72% | -3.0% |
BDX | Sell | BECTON DICKINSON & CO | $6,737,000 | -14.9% | 27,329 | -8.2% | 0.66% | -4.1% |
KMB | Sell | KIMBERLY-CLARK CORP | $6,568,000 | +7.3% | 48,599 | -2.2% | 0.64% | +21.0% |
BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $6,339,000 | -8.2% | 288,790 | -0.6% | 0.62% | +3.5% |
HD | Sell | HOME DEPOT INC | $5,014,000 | -9.1% | 18,282 | -0.8% | 0.49% | +2.5% |
CBSH | Buy | COMMERCE BANCSHARES INC | $4,425,000 | +263.0% | 67,402 | +295.8% | 0.43% | +310.5% |
JNJ | Sell | JOHNSON & JOHNSON | $4,332,000 | -0.6% | 24,404 | -0.7% | 0.42% | +12.2% |
BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $3,755,000 | -2.0% | 181,065 | -0.4% | 0.37% | +10.6% |
PG | Sell | PROCTER AND GAMBLE CO | $3,728,000 | -6.4% | 25,926 | -0.6% | 0.36% | +5.5% |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,314,000 | -1.9% | 158,192 | -1.2% | 0.32% | +10.6% |
BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $3,038,000 | -2.5% | 148,639 | -0.2% | 0.30% | +10.0% |
GOOGL | Buy | ALPHABET INC | $2,545,000 | -19.2% | 1,168 | +3.2% | 0.25% | -8.8% |
PFLD | Buy | ETF SER SOLUTIONS | $2,274,000 | -5.4% | 102,270 | +1.3% | 0.22% | +6.2% |
CL | Sell | COLGATE PALMOLIVE CO | $2,156,000 | +5.1% | 26,900 | -0.6% | 0.21% | +18.6% |
PEP | Sell | PEPSICO INC | $2,120,000 | -1.0% | 12,720 | -0.6% | 0.21% | +11.4% |
FTXN | Sell | FIRST TR EXCHANGE-TRADED FD | $2,049,000 | -16.2% | 87,475 | -5.2% | 0.20% | -5.2% |
FXR | Sell | FIRST TR EXCHANGE TRADED FD | $1,824,000 | -17.3% | 37,900 | -2.9% | 0.18% | -6.3% |
HIW | HIGHWOODS PPTYS INC | $1,795,000 | -25.3% | 52,507 | 0.0% | 0.18% | -15.5% | |
FTXR | Sell | FIRST TR EXCHANGE-TRADED FD | $1,706,000 | -23.3% | 67,405 | -2.0% | 0.17% | -13.5% |
FXD | Sell | FIRST TR EXCHANGE TRADED FD | $1,709,000 | -20.2% | 38,205 | -2.8% | 0.17% | -10.3% |
QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,689,000 | -24.2% | 14,765 | +1.1% | 0.16% | -14.1% |
XOM | EXXON MOBIL CORP | $1,541,000 | +3.7% | 17,990 | 0.0% | 0.15% | +17.2% | |
PAYX | PAYCHEX INC | $1,467,000 | -16.6% | 12,887 | 0.0% | 0.14% | -5.9% | |
SPY | Sell | SPDR S&P 500 ETF TR | $1,447,000 | -18.8% | 3,836 | -2.8% | 0.14% | -8.4% |
MSFT | Sell | MICROSOFT CORP | $1,445,000 | -29.3% | 5,625 | -15.2% | 0.14% | -20.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,278,000 | -26.6% | 4,682 | -5.1% | 0.12% | -17.3% |
RTX | RAYTHEON TECHNOLOGIES CORP | $1,227,000 | -3.0% | 12,766 | 0.0% | 0.12% | +10.1% | |
AMZN | Buy | AMAZON COM INC | $1,102,000 | -26.3% | 10,380 | +2161.4% | 0.11% | -17.1% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,050,000 | -16.1% | 5,000 | -9.1% | 0.10% | -5.6% |
BMY | BRISTOL-MYERS SQUIBB CO | $1,039,000 | +5.4% | 13,496 | 0.0% | 0.10% | +18.8% | |
USB | Sell | US BANCORP DEL | $954,000 | -23.8% | 20,723 | -12.0% | 0.09% | -13.9% |
NEE | Buy | NEXTERA ENERGY INC | $942,000 | -8.2% | 12,161 | +0.4% | 0.09% | +3.4% |
PFE | Sell | PFIZER INC | $933,000 | -6.6% | 17,799 | -7.7% | 0.09% | +5.8% |
GHYB | Sell | GOLDMAN SACHS ETF TR | $903,000 | -13.5% | 21,582 | -2.3% | 0.09% | -2.2% |
PFF | Sell | ISHARES TR | $902,000 | -91.5% | 27,432 | -90.6% | 0.09% | -90.4% |
HTH | Sell | HILLTOP HOLDINGS INC | $882,000 | -26.1% | 33,100 | -18.5% | 0.09% | -16.5% |
GSST | Sell | GOLDMAN SACHS ETF TR | $869,000 | -2.7% | 17,435 | -2.0% | 0.08% | +10.4% |
JPM | Sell | JPMORGAN CHASE & CO | $854,000 | -19.3% | 7,583 | -2.3% | 0.08% | -8.8% |
ORCL | Sell | ORACLE CORP | $757,000 | -16.1% | 10,832 | -0.7% | 0.07% | -5.1% |
KO | COCA COLA CO | $740,000 | +1.5% | 11,759 | 0.0% | 0.07% | +14.3% | |
MCD | Sell | MCDONALDS CORP | $743,000 | -4.1% | 3,010 | -3.9% | 0.07% | +7.5% |
BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $744,000 | -83.0% | 33,743 | -82.3% | 0.07% | -80.9% |
COST | Buy | COSTCO WHSL CORP NEW | $732,000 | -13.8% | 1,528 | +3.6% | 0.07% | -2.7% |
CVX | Buy | CHEVRON CORP NEW | $713,000 | -8.6% | 4,923 | +2.7% | 0.07% | +3.0% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $711,000 | -1.9% | 11,975 | -1.6% | 0.07% | +9.5% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $692,000 | +1.3% | 4,900 | -6.7% | 0.07% | +13.6% |
BSJQ | Buy | INVESCO EXCH TRD SLF IDX FD | $670,000 | -6.6% | 30,150 | +2.8% | 0.06% | +4.8% |
HTLF | HEARTLAND FINL USA INC | $648,000 | -13.3% | 15,609 | 0.0% | 0.06% | -1.6% | |
QCOM | Buy | QUALCOMM INC | $625,000 | -14.6% | 4,889 | +2.1% | 0.06% | -3.2% |
CAT | Sell | CATERPILLAR INC | $573,000 | -21.7% | 3,208 | -2.3% | 0.06% | -11.1% |
PH | PARKER-HANNIFIN CORP | $554,000 | -13.2% | 2,250 | 0.0% | 0.05% | -1.8% | |
AEP | AMERICAN ELEC PWR CO INC | $528,000 | -3.8% | 5,500 | 0.0% | 0.05% | +8.5% | |
DE | DEERE & CO | $520,000 | -28.0% | 1,738 | 0.0% | 0.05% | -17.7% | |
PM | PHILIP MORRIS INTL INC | $501,000 | +5.3% | 5,069 | 0.0% | 0.05% | +19.5% | |
CVS | Sell | CVS HEALTH CORP | $486,000 | -9.3% | 5,250 | -0.8% | 0.05% | +2.2% |
NXPI | NXP SEMICONDUCTORS N V | $469,000 | -20.1% | 3,170 | 0.0% | 0.05% | -9.8% | |
FXL | Sell | FIRST TR EXCHANGE TRADED FD | $446,000 | -27.6% | 4,740 | -10.6% | 0.04% | -18.9% |
ABT | Buy | ABBOTT LABS | $417,000 | -4.1% | 3,841 | +4.6% | 0.04% | +7.9% |
WM | Sell | WASTE MGMT INC DEL | $414,000 | -3.7% | 2,707 | -0.2% | 0.04% | +8.1% |
IRM | Sell | IRON MTN INC NEW | $402,000 | -13.0% | 8,250 | -1.0% | 0.04% | -2.5% |
BAC | Sell | BK OF AMERICA CORP | $405,000 | -26.8% | 13,021 | -3.0% | 0.04% | -18.8% |
TSLA | Buy | TESLA INC | $399,000 | -30.1% | 593 | +11.9% | 0.04% | -20.4% |
RF | REGIONS FINANCIAL CORP NEW | $394,000 | -15.6% | 21,000 | 0.0% | 0.04% | -5.0% | |
UMBF | Sell | UMB FINL CORP | $382,000 | -43.0% | 4,432 | -35.7% | 0.04% | -36.2% |
SAIA | Sell | SAIA INC | $376,000 | -24.8% | 2,000 | -2.4% | 0.04% | -14.0% |
ZTS | ZOETIS INC | $369,000 | -8.9% | 2,146 | 0.0% | 0.04% | +2.9% | |
BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $339,000 | -84.9% | 16,000 | -84.8% | 0.03% | -82.9% |
EMR | Sell | EMERSON ELEC CO | $318,000 | -21.9% | 4,000 | -3.6% | 0.03% | -11.4% |
WFC | Sell | WELLS FARGO CO NEW | $306,000 | -37.0% | 7,800 | -22.2% | 0.03% | -28.6% |
EPD | ENTERPRISE PRODS PARTNERS L | $283,000 | -5.4% | 11,600 | 0.0% | 0.03% | +7.7% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $287,000 | -19.6% | 4,800 | 0.0% | 0.03% | -9.7% | |
VZ | Sell | VERIZON COMMUNICATIONS INC | $289,000 | -10.2% | 5,700 | -9.7% | 0.03% | 0.0% |
UNH | Buy | UNITEDHEALTH GROUP INC | $282,000 | +6.0% | 549 | +5.2% | 0.03% | +17.4% |
LIN | Buy | LINDE PLC | $277,000 | -6.1% | 964 | +4.6% | 0.03% | +8.0% |
NVDA | Buy | NVIDIA CORPORATION | $277,000 | -40.2% | 1,824 | +7.5% | 0.03% | -32.5% |
STPZ | PIMCO ETF TR | $277,000 | -4.2% | 5,300 | 0.0% | 0.03% | +8.0% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $262,000 | -36.7% | 7,350 | -18.6% | 0.03% | -27.8% |
GBIL | Sell | GOLDMAN SACHS ETF TR | $270,000 | -59.7% | 2,700 | -59.7% | 0.03% | -55.2% |
IVV | ISHARES TR | $271,000 | -16.4% | 715 | 0.0% | 0.03% | -7.1% | |
OTIS | Sell | OTIS WORLDWIDE CORP | $270,000 | -14.8% | 3,825 | -7.3% | 0.03% | -3.7% |
VTI | Sell | VANGUARD INDEX FDS | $245,000 | -20.2% | 1,300 | -3.7% | 0.02% | -11.1% |
SRE | SEMPRA | $248,000 | -10.5% | 1,650 | 0.0% | 0.02% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS | $234,000 | -11.4% | 1,000 | 0.0% | 0.02% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $236,000 | +4.0% | 4,000 | 0.0% | 0.02% | +15.0% | |
DIS | Sell | DISNEY WALT CO | $231,000 | -41.7% | 2,447 | -15.3% | 0.02% | -32.4% |
HON | Sell | HONEYWELL INTL INC | $224,000 | -19.4% | 1,290 | -9.8% | 0.02% | -8.3% |
BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $228,000 | +53.0% | 11,845 | +59.1% | 0.02% | +69.2% |
IJS | ISHARES TR | $211,000 | -13.2% | 2,371 | 0.0% | 0.02% | 0.0% | |
MCO | Sell | MOODYS CORP | $218,000 | -35.3% | 800 | -20.0% | 0.02% | -27.6% |
MO | Sell | ALTRIA GROUP INC | $201,000 | -25.6% | 4,808 | -6.8% | 0.02% | -13.0% |
FB | Buy | META PLATFORMS INC | $197,000 | -21.8% | 1,224 | +7.8% | 0.02% | -13.6% |
TJX | TJX COS INC NEW | $189,000 | -7.8% | 3,378 | 0.0% | 0.02% | 0.0% | |
C | CITIGROUP INC | $184,000 | -14.0% | 4,000 | 0.0% | 0.02% | 0.0% | |
VOO | New | VANGUARD INDEX FDS | $178,000 | – | 514 | +100.0% | 0.02% | – |
CMCSA | COMCAST CORP NEW | $177,000 | -16.1% | 4,512 | 0.0% | 0.02% | -5.6% | |
UNP | Buy | UNION PAC CORP | $160,000 | -17.1% | 748 | +5.8% | 0.02% | -5.9% |
VUG | Buy | VANGUARD INDEX FDS | $166,000 | +2666.7% | 747 | +3635.0% | 0.02% | +1500.0% |
FLO | FLOWERS FOODS INC | $167,000 | +1.8% | 6,362 | 0.0% | 0.02% | +14.3% | |
AMT | Sell | AMERICAN TOWER CORP NEW | $164,000 | -27.1% | 643 | -28.0% | 0.02% | -15.8% |
IJT | ISHARES TR | $164,000 | -15.9% | 1,558 | 0.0% | 0.02% | -5.9% | |
MDYG | SPDR SER TR | $158,000 | -18.1% | 2,594 | 0.0% | 0.02% | -11.8% | |
DXCM | Buy | DEXCOM INC | $149,000 | -41.8% | 2,000 | +300.0% | 0.02% | -31.8% |
IWF | ISHARES TR | $157,000 | -21.1% | 717 | 0.0% | 0.02% | -11.8% | |
DUK | Sell | DUKE ENERGY CORP NEW | $148,000 | -6.3% | 1,380 | -2.3% | 0.01% | 0.0% |
AVGO | BROADCOM INC | $143,000 | -22.7% | 294 | 0.0% | 0.01% | -12.5% | |
SEE | SEALED AIR CORP NEW | $139,000 | -13.7% | 2,400 | 0.0% | 0.01% | 0.0% | |
ED | CONSOLIDATED EDISON INC | $136,000 | 0.0% | 1,432 | 0.0% | 0.01% | +8.3% | |
ECL | Sell | ECOLAB INC | $133,000 | -16.4% | 867 | -3.6% | 0.01% | -7.1% |
ENR | ENERGIZER HLDGS INC NEW | $134,000 | -8.2% | 4,742 | 0.0% | 0.01% | 0.0% | |
LLY | Sell | LILLY ELI & CO | $128,000 | +11.3% | 395 | -1.2% | 0.01% | +20.0% |
GIS | Sell | GENERAL MLS INC | $123,000 | +8.8% | 1,636 | -2.4% | 0.01% | +20.0% |
FXH | FIRST TR EXCHANGE TRADED FD | $112,000 | -10.4% | 1,090 | 0.0% | 0.01% | 0.0% | |
AEE | AMEREN CORP | $108,000 | -4.4% | 1,200 | 0.0% | 0.01% | +10.0% | |
FXO | FIRST TR EXCHANGE TRADED FD | $106,000 | -15.2% | 2,725 | 0.0% | 0.01% | -9.1% | |
ANET | Sell | ARISTA NETWORKS INC | $105,000 | -42.0% | 1,125 | -13.5% | 0.01% | -37.5% |
SLV | ISHARES SILVER TR | $103,000 | -18.3% | 5,525 | 0.0% | 0.01% | -9.1% | |
CP | CANADIAN PAC RY LTD | $101,000 | -15.1% | 1,442 | 0.0% | 0.01% | 0.0% | |
EMN | EASTMAN CHEM CO | $99,000 | -19.5% | 1,100 | 0.0% | 0.01% | -9.1% | |
EFSC | ENTERPRISE FINL SVCS CORP | $102,000 | -12.1% | 2,460 | 0.0% | 0.01% | 0.0% | |
ELY | CALLAWAY GOLF CO | $102,000 | -12.8% | 5,000 | 0.0% | 0.01% | 0.0% | |
POST | POST HLDGS INC | $104,000 | +18.2% | 1,268 | 0.0% | 0.01% | +25.0% | |
EW | Buy | EDWARDS LIFESCIENCES CORP | $106,000 | -0.9% | 1,114 | +22.1% | 0.01% | +11.1% |
CW | Sell | CURTISS WRIGHT CORP | $94,000 | -14.5% | 715 | -2.7% | 0.01% | 0.0% |
AJG | Sell | GALLAGHER ARTHUR J & CO | $90,000 | -14.3% | 551 | -8.2% | 0.01% | 0.0% |
TT | Buy | TRANE TECHNOLOGIES PLC | $91,000 | +193.5% | 700 | +250.0% | 0.01% | +200.0% |
PACW | Buy | PACWEST BANCORP DEL | $88,000 | -31.8% | 3,300 | +10.0% | 0.01% | -18.2% |
VEEV | VEEVA SYS INC | $91,000 | -7.1% | 460 | 0.0% | 0.01% | +12.5% | |
BX | BLACKSTONE INC | $91,000 | -28.3% | 1,000 | 0.0% | 0.01% | -18.2% | |
VIG | VANGUARD SPECIALIZED FUNDS | $88,000 | -11.1% | 613 | 0.0% | 0.01% | 0.0% | |
FISV | FISERV INC | $89,000 | -11.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
NUE | Buy | NUCOR CORP | $80,000 | +8.1% | 765 | +53.0% | 0.01% | +33.3% |
IEFA | ISHARES TR | $83,000 | -15.3% | 1,416 | 0.0% | 0.01% | 0.0% | |
UTF | Sell | COHEN & STEERS INFRASTRUCTUR | $84,000 | -36.4% | 3,304 | -27.4% | 0.01% | -27.3% |
ACGL | ARCH CAP GROUP LTD | $82,000 | -5.7% | 1,800 | 0.0% | 0.01% | 0.0% | |
D | DOMINION ENERGY INC | $80,000 | -5.9% | 1,000 | 0.0% | 0.01% | +14.3% | |
MDT | Sell | MEDTRONIC PLC | $70,000 | -35.2% | 775 | -20.5% | 0.01% | -22.2% |
RSP | Buy | INVESCO EXCHANGE TRADED FD T | $67,000 | -11.8% | 502 | +4.6% | 0.01% | 0.0% |
EPC | EDGEWELL PERS CARE CO | $69,000 | -5.5% | 2,000 | 0.0% | 0.01% | +16.7% | |
IVW | Sell | ISHARES TR | $72,000 | -50.3% | 1,200 | -36.8% | 0.01% | -46.2% |
DFS | DISCOVER FINL SVCS | $71,000 | -14.5% | 750 | 0.0% | 0.01% | 0.0% | |
BP | Sell | BP PLC | $67,000 | -42.2% | 2,350 | -40.5% | 0.01% | -30.0% |
SWKS | SKYWORKS SOLUTIONS INC | $74,000 | -30.8% | 801 | 0.0% | 0.01% | -22.2% | |
TMUS | T-MOBILE US INC | $68,000 | +4.6% | 506 | 0.0% | 0.01% | +16.7% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $57,000 | -14.9% | 1,500 | 0.0% | 0.01% | 0.0% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $60,000 | -20.0% | 165 | 0.0% | 0.01% | 0.0% | |
BIP | Buy | BROOKFIELD INFRAST PARTNERS | $60,000 | -13.0% | 1,572 | +50.0% | 0.01% | 0.0% |
MRNA | MODERNA INC | $57,000 | -17.4% | 400 | 0.0% | 0.01% | 0.0% | |
AXON | AXON ENTERPRISE INC | $65,000 | -32.3% | 700 | 0.0% | 0.01% | -25.0% | |
DOW | DOW INC | $57,000 | -18.6% | 1,100 | 0.0% | 0.01% | 0.0% | |
SCZ | ISHARES TR | $57,000 | -18.6% | 1,050 | 0.0% | 0.01% | 0.0% | |
SBUX | Sell | STARBUCKS CORP | $57,000 | -55.5% | 750 | -46.8% | 0.01% | -45.5% |
IJH | ISHARES TR | $61,000 | -15.3% | 270 | 0.0% | 0.01% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $58,000 | -12.1% | 317 | 0.0% | 0.01% | 0.0% | |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $62,000 | -46.1% | 485 | -20.5% | 0.01% | -40.0% |
New | EMBECTA CORP | $47,000 | – | 1,869 | +100.0% | 0.01% | – | |
ETG | EATON VANCE TX ADV GLBL DIV | $52,000 | -21.2% | 3,200 | 0.0% | 0.01% | -16.7% | |
MRK | Sell | MERCK & CO INC | $51,000 | -26.1% | 555 | -33.7% | 0.01% | -16.7% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $50,000 | -3.8% | 1,050 | 0.0% | 0.01% | +25.0% | |
COP | Sell | CONOCOPHILLIPS | $52,000 | -13.3% | 584 | -2.5% | 0.01% | 0.0% |
QQQ | New | INVESCO QQQ TR | $47,000 | – | 169 | +100.0% | 0.01% | – |
MASI | MASIMO CORP | $50,000 | -9.1% | 379 | 0.0% | 0.01% | 0.0% | |
ORLY | Sell | OREILLY AUTOMOTIVE INC | $47,000 | -30.9% | 75 | -25.0% | 0.01% | -16.7% |
VO | Sell | VANGUARD INDEX FDS | $56,000 | -33.3% | 285 | -19.7% | 0.01% | -28.6% |
GLD | SPDR GOLD TR | $51,000 | -7.3% | 305 | 0.0% | 0.01% | 0.0% | |
CTVA | Sell | CORTEVA INC | $55,000 | -27.6% | 1,021 | -23.2% | 0.01% | -28.6% |
PANW | PALO ALTO NETWORKS INC | $37,000 | -21.3% | 75 | 0.0% | 0.00% | 0.0% | |
CHW | CALAMOS GBL DYN INCOME FUND | $38,000 | -22.4% | 5,500 | 0.0% | 0.00% | 0.0% | |
PLMR | Buy | PALOMAR HLDGS INC | $42,000 | +90.9% | 650 | +85.7% | 0.00% | +100.0% |
GENERAL ELECTRIC CO | $36,000 | -30.8% | 569 | 0.0% | 0.00% | 0.0% | ||
EVRG | Sell | EVERGY INC | $43,000 | -8.5% | 655 | -3.8% | 0.00% | 0.0% |
MDLZ | MONDELEZ INTL INC | $39,000 | 0.0% | 629 | 0.0% | 0.00% | +33.3% | |
TIP | ISHARES TR | $46,000 | -8.0% | 400 | 0.0% | 0.00% | 0.0% | |
ETY | EATON VANCE TAX-MANAGED DIVE | $40,000 | -18.4% | 3,500 | 0.0% | 0.00% | 0.0% | |
SPSB | SPDR SER TR | $42,000 | -2.3% | 1,425 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES TR | $36,000 | -12.2% | 250 | 0.0% | 0.00% | 0.0% | |
BIL | SPDR SER TR | $37,000 | 0.0% | 400 | 0.0% | 0.00% | +33.3% | |
INVENTRUST PPTYS CORP | $38,000 | -15.6% | 1,476 | 0.0% | 0.00% | 0.0% | ||
MUB | ISHARES TR | $42,000 | -2.3% | 393 | 0.0% | 0.00% | 0.0% | |
IGSB | Sell | ISHARES TR | $45,000 | -50.5% | 900 | -48.6% | 0.00% | -50.0% |
GRX | GABELLI HLTHCARE & WELLNESS | $40,000 | -14.9% | 3,700 | 0.0% | 0.00% | 0.0% | |
TRV | TRAVELERS COMPANIES INC | $42,000 | -6.7% | 248 | 0.0% | 0.00% | 0.0% | |
NUVEEN MULTI ASSET INCOME FU | $41,000 | -18.0% | 3,110 | 0.0% | 0.00% | 0.0% | ||
TOTL | SSGA ACTIVE ETF TR | $39,000 | -4.9% | 922 | 0.0% | 0.00% | 0.0% | |
NKE | NIKE INC | $37,000 | -24.5% | 362 | 0.0% | 0.00% | 0.0% | |
CB | Sell | CHUBB LIMITED | $45,000 | -35.7% | 230 | -30.3% | 0.00% | -33.3% |
SLQT | Sell | SELECTQUOTE INC | $45,000 | -28.6% | 18,241 | -18.9% | 0.00% | -20.0% |
BK | BANK NEW YORK MELLON CORP | $44,000 | -15.4% | 1,055 | 0.0% | 0.00% | 0.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD | $36,000 | -21.7% | 445 | 0.0% | 0.00% | 0.0% | |
V | Sell | VISA INC | $39,000 | -26.4% | 200 | -16.3% | 0.00% | -20.0% |
BELLRING BRANDS INC | $40,000 | +8.1% | 1,607 | 0.0% | 0.00% | +33.3% | ||
ESLT | ELBIT SYS LTD | $46,000 | +4.5% | 200 | 0.0% | 0.00% | 0.0% | |
SQ | Sell | BLOCK INC | $37,000 | -61.1% | 600 | -14.3% | 0.00% | -50.0% |
ISRG | INTUITIVE SURGICAL INC | $34,000 | -33.3% | 168 | 0.0% | 0.00% | -25.0% | |
GAB | GABELLI EQUITY TR INC | $32,000 | -13.5% | 5,286 | 0.0% | 0.00% | 0.0% | |
FMS | FRESENIUS MED CARE AG&CO KGA | $29,000 | -25.6% | 1,144 | 0.0% | 0.00% | 0.0% | |
F | FORD MTR CO DEL | $28,000 | -33.3% | 2,500 | 0.0% | 0.00% | -25.0% | |
ITCI | INTRA-CELLULAR THERAPIES INC | $34,000 | -8.1% | 600 | 0.0% | 0.00% | 0.0% | |
ASR | GRUPO AEROPORTUARIO DEL SURE | $26,000 | -10.3% | 130 | 0.0% | 0.00% | 0.0% | |
WH | WYNDHAM HOTELS & RESORTS INC | $29,000 | -23.7% | 448 | 0.0% | 0.00% | 0.0% | |
EPM | EVOLUTION PETE CORP | $27,000 | -20.6% | 5,000 | 0.0% | 0.00% | 0.0% | |
EVR | EVERCORE INC | $34,000 | -17.1% | 364 | 0.0% | 0.00% | -25.0% | |
EEFT | EURONET WORLDWIDE INC | $30,000 | -23.1% | 300 | 0.0% | 0.00% | 0.0% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $31,000 | -20.5% | 4,050 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES TR | $31,000 | -3.1% | 300 | 0.0% | 0.00% | 0.0% | |
DRE | New | DUKE REALTY CORP | $26,000 | – | 468 | +100.0% | 0.00% | – |
DIGITAL WORLD ACQUISITION CO | $35,000 | -66.0% | 6,100 | 0.0% | 0.00% | -66.7% | ||
MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $29,000 | -32.6% | 1,925 | 0.0% | 0.00% | -25.0% | |
AMD | ADVANCED MICRO DEVICES INC | $26,000 | -29.7% | 340 | 0.0% | 0.00% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $32,000 | -13.5% | 410 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC | $33,000 | -25.0% | 100 | 0.0% | 0.00% | -25.0% | |
OGE | OGE ENERGY CORP | $28,000 | -3.4% | 720 | 0.0% | 0.00% | 0.0% | |
BDJ | BLACKROCK ENHANCED EQUITY DI | $33,000 | -10.8% | 3,700 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD WORLD FDS | $28,000 | -9.7% | 121 | 0.0% | 0.00% | 0.0% | |
PXD | New | PIONEER NAT RES CO | $30,000 | – | 135 | +100.0% | 0.00% | – |
VEU | VANGUARD INTL EQUITY INDEX F | $26,000 | -13.3% | 520 | 0.0% | 0.00% | 0.0% | |
PWR | Buy | QUANTA SVCS INC | $34,000 | +112.5% | 270 | +116.0% | 0.00% | +200.0% |
SAFM | SANDERSON FARMS INC | $26,000 | +18.2% | 119 | 0.0% | 0.00% | +50.0% | |
CII | BLACKROCK ENHANCD CAP & INM | $23,000 | -14.8% | 1,300 | 0.0% | 0.00% | 0.0% | |
INTU | Buy | INTUIT | $25,000 | +150.0% | 65 | +225.0% | 0.00% | +100.0% |
BIF | SRH TOTAL RETURN FUND INC | $19,000 | -17.4% | 1,568 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $18,000 | -14.3% | 85 | 0.0% | 0.00% | 0.0% | |
MS | Buy | MORGAN STANLEY | $22,000 | +57.1% | 290 | +87.1% | 0.00% | +100.0% |
ADX | ADAMS DIVERSIFIED EQUITY FD | $16,000 | -15.8% | 1,057 | 0.0% | 0.00% | 0.0% | |
T | AT&T INC | $25,000 | -10.7% | 1,192 | 0.0% | 0.00% | 0.0% | |
ALL | Sell | ALLSTATE CORP | $25,000 | -28.6% | 200 | -20.0% | 0.00% | -33.3% |
CGNX | COGNEX CORP | $22,000 | -45.0% | 520 | 0.0% | 0.00% | -33.3% | |
INCO | COLUMBIA ETF TR II | $16,000 | 0.0% | 330 | 0.0% | 0.00% | +100.0% | |
AZO | AUTOZONE INC | $21,000 | +5.0% | 10 | 0.0% | 0.00% | 0.0% | |
CODI | COMPASS DIVERSIFIED | $21,000 | -12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
LUV | SOUTHWEST AIRLS CO | $19,000 | -20.8% | 519 | 0.0% | 0.00% | 0.0% | |
VFC | Sell | V F CORP | $22,000 | -54.2% | 501 | -40.8% | 0.00% | -50.0% |
APA | APA CORPORATION | $21,000 | -16.0% | 600 | 0.0% | 0.00% | 0.0% | |
GTY | GETTY RLTY CORP NEW | $23,000 | -8.0% | 879 | 0.0% | 0.00% | 0.0% | |
KTB | Sell | KONTOOR BRANDS INC | $23,000 | -54.0% | 701 | -41.6% | 0.00% | -50.0% |
GII | SPDR INDEX SHS FDS | $24,000 | -7.7% | 450 | 0.0% | 0.00% | 0.0% | |
GWX | SPDR INDEX SHS FDS | $24,000 | -17.2% | 830 | 0.0% | 0.00% | -33.3% | |
CORR | CORENERGY INFRASTRUCTURE TR | $21,000 | -16.0% | 8,300 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $20,000 | -9.1% | 302 | 0.0% | 0.00% | 0.0% | |
DHR | New | DANAHER CORPORATION | $24,000 | – | 95 | +100.0% | 0.00% | – |
DCPH | DECIPHERA PHARMACEUTICALS IN | $24,000 | +41.2% | 1,811 | 0.0% | 0.00% | +100.0% | |
GS | Buy | GOLDMAN SACHS GROUP INC | $23,000 | +283.3% | 77 | +352.9% | 0.00% | +100.0% |
JHX | JAMES HARDIE INDS PLC | $22,000 | -26.7% | 1,000 | 0.0% | 0.00% | -33.3% | |
VLO | VALERO ENERGY CORP | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% | |
DEO | DIAGEO PLC | $25,000 | -13.8% | 143 | 0.0% | 0.00% | -33.3% | |
SDY | SPDR SER TR | $24,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% | |
FXN | FIRST TR EXCHANGE TRADED FD | $21,000 | -4.5% | 1,400 | 0.0% | 0.00% | 0.0% | |
VT | New | VANGUARD INTL EQUITY INDEX F | $25,000 | – | 291 | +100.0% | 0.00% | – |
VTIP | New | VANGUARD MALVERN FDS | $17,000 | – | 344 | +100.0% | 0.00% | – |
SHELL PLC | $17,000 | -5.6% | 324 | 0.0% | 0.00% | 0.0% | ||
TNL | TRAVEL PLUS LEISURE CO | $19,000 | -34.5% | 500 | 0.0% | 0.00% | -33.3% | |
TWTR | TWITTER INC | $22,000 | -4.3% | 600 | 0.0% | 0.00% | 0.0% | |
RVT | ROYCE VALUE TR INC | $17,000 | -15.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
CHKP | CHECK POINT SOFTWARE TECH LT | $24,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
HRB | Sell | BLOCK H & R INC | $20,000 | +5.3% | 570 | -23.7% | 0.00% | 0.0% |
OXYWS | OCCIDENTAL PETE CORP | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
NMRK | Buy | NEWMARK GROUP INC | $24,000 | -11.1% | 2,512 | +46.0% | 0.00% | 0.0% |
CFFN | Sell | CAPITOL FED FINL INC | $9,000 | -43.8% | 1,000 | -31.1% | 0.00% | 0.0% |
ABNB | AIRBNB INC | $9,000 | -47.1% | 100 | 0.0% | 0.00% | 0.0% | |
ARCC | ARES CAPITAL CORP | $12,000 | -7.7% | 643 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLC | $13,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
BRP | BRP GROUP INC | $7,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% | |
BLK | Sell | BLACKROCK INC | $6,000 | -84.2% | 10 | -80.0% | 0.00% | -66.7% |
BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $7,000 | -22.2% | 174 | +50.0% | 0.00% | 0.0% |
CME | CME GROUP INC | $7,000 | -12.5% | 35 | 0.0% | 0.00% | 0.0% | |
AFL | Sell | AFLAC INC | $10,000 | -33.3% | 175 | -26.5% | 0.00% | 0.0% |
CAH | CARDINAL HEALTH INC | $13,000 | -7.1% | 247 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $12,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $14,000 | -17.6% | 11 | 0.0% | 0.00% | 0.0% | |
DEI | DOUGLAS EMMETT INC | $11,000 | -35.3% | 500 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $9,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% | |
FBIZ | FIRST BUSINESS FINL SVCS INC | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
FBT | FIRST TR EXCHANGE-TRADED FD | $10,000 | -9.1% | 75 | 0.0% | 0.00% | 0.0% | |
IFV | Sell | FIRST TR EXCHANGE-TRADED FD | $14,000 | -87.7% | 790 | -85.6% | 0.00% | -90.0% |
HPK | New | HIGHPEAK ENERGY INC | $8,000 | – | 325 | +100.0% | 0.00% | – |
EWA | ISHARES INC | $15,000 | -21.1% | 700 | 0.0% | 0.00% | -50.0% | |
IJR | Sell | ISHARES TR | $9,000 | -62.5% | 94 | -57.5% | 0.00% | -50.0% |
ISEE | IVERIC BIO INC | $7,000 | -46.2% | 750 | 0.0% | 0.00% | 0.0% | |
LXU | LSB INDS INC | $6,000 | -33.3% | 423 | 0.0% | 0.00% | 0.0% | |
MNKD | MANNKIND CORP | $8,000 | +14.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
MMC | Sell | MARSH & MCLENNAN COS INC | $6,000 | -53.8% | 39 | -48.0% | 0.00% | 0.0% |
MET | METLIFE INC | $10,000 | -9.1% | 160 | 0.0% | 0.00% | 0.0% | |
MSTR | New | MICROSTRATEGY INC | $12,000 | – | 73 | +100.0% | 0.00% | – |
NTAP | Sell | NETAPP INC | $11,000 | -42.1% | 175 | -23.9% | 0.00% | -50.0% |
NTRS | Sell | NORTHERN TR CORP | $10,000 | -78.3% | 100 | -74.4% | 0.00% | -75.0% |
PENN | PENN NATL GAMING INC | $6,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
PFLT | PENNANTPARK FLOATING RATE CA | $7,000 | -22.2% | 640 | 0.0% | 0.00% | 0.0% | |
RPM | Sell | RPM INTL INC | $12,000 | -33.3% | 150 | -33.3% | 0.00% | -50.0% |
RM | REGIONAL MGMT CORP | $7,000 | -30.0% | 200 | 0.0% | 0.00% | 0.0% | |
CRM | Buy | SALESFORCE INC | $14,000 | +366.7% | 85 | +466.7% | 0.00% | – |
SHAK | SHAKE SHACK INC | $8,000 | -42.9% | 200 | 0.0% | 0.00% | 0.0% | |
SPG | SIMON PPTY GROUP INC NEW | $15,000 | -25.0% | 155 | 0.0% | 0.00% | -50.0% | |
SJM | SMUCKER J M CO | $10,000 | -9.1% | 80 | 0.0% | 0.00% | 0.0% | |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $10,000 | -41.2% | 350 | 0.0% | 0.00% | 0.0% | |
STM | STMICROELECTRONICS N V | $9,000 | -30.8% | 300 | 0.0% | 0.00% | 0.0% | |
SYK | Sell | STRYKER CORPORATION | $8,000 | -82.2% | 39 | -76.9% | 0.00% | -75.0% |
TGT | TARGET CORP | $9,000 | -30.8% | 61 | 0.0% | 0.00% | 0.0% | |
TXN | Sell | TEXAS INSTRS INC | $8,000 | -38.5% | 50 | -29.6% | 0.00% | 0.0% |
TXT | TEXTRON INC | $7,000 | -22.2% | 120 | 0.0% | 0.00% | 0.0% | |
MMM | Sell | 3M CO | $15,000 | -72.2% | 114 | -68.9% | 0.00% | -80.0% |
ULTA | Sell | ULTA BEAUTY INC | $15,000 | -37.5% | 40 | -33.3% | 0.00% | -50.0% |
UPS | Sell | UNITED PARCEL SERVICE INC | $6,000 | -85.7% | 32 | -83.8% | 0.00% | -75.0% |
VCR | VANGUARD WORLD FDS | $7,000 | -22.2% | 30 | 0.0% | 0.00% | 0.0% | |
VGT | VANGUARD WORLD FDS | $13,000 | -23.5% | 40 | 0.0% | 0.00% | 0.0% | |
VB | Sell | VANGUARD INDEX FDS | $14,000 | -56.2% | 80 | -46.7% | 0.00% | -66.7% |
ACN | ACCENTURE PLC IRELAND | $7,000 | -22.2% | 27 | 0.0% | 0.00% | 0.0% | |
RIG | TRANSOCEAN LTD | $8,000 | -27.3% | 2,500 | 0.0% | 0.00% | 0.0% | |
WKHS | WORKHORSE GROUP INC | $0 | – | 15 | 0.0% | 0.00% | – | |
XLV | SELECT SECTOR SPDR TR | $3,000 | -25.0% | 26 | 0.0% | 0.00% | – | |
SLB | Sell | SCHLUMBERGER LTD | $5,000 | -85.7% | 145 | -82.8% | 0.00% | -100.0% |
VOOG | VANGUARD ADMIRAL FDS INC | $5,000 | -28.6% | 25 | 0.0% | 0.00% | -100.0% | |
ROK | ROCKWELL AUTOMATION INC | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
RBLX | ROBLOX CORP | $2,000 | -33.3% | 70 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC | $2,000 | -50.0% | 150 | 0.0% | 0.00% | – | |
EQR | Exit | EQUITY RESIDENTIAL | $0 | – | -34 | -100.0% | 0.00% | – |
PSX | PHILLIPS 66 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
VLY | Exit | VALLEY NATL BANCORP | $0 | – | -340 | -100.0% | 0.00% | – |
PTON | PELOTON INTERACTIVE INC | $3,000 | -62.5% | 300 | 0.0% | 0.00% | -100.0% | |
STIM | New | NEURONETICS INC | $0 | – | 100 | +100.0% | 0.00% | – |
NIO | NIO INC | $4,000 | 0.0% | 175 | 0.0% | 0.00% | – | |
MAA | MID-AMER APT CMNTYS INC | $3,000 | -25.0% | 18 | 0.0% | 0.00% | – | |
LIT | New | GLOBAL X FDS | $0 | – | 2 | +100.0% | 0.00% | – |
WHR | WHIRLPOOL CORP | $3,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
SNOW | SNOWFLAKE INC | $3,000 | -50.0% | 25 | 0.0% | 0.00% | -100.0% | |
FSFG | FIRST SVGS FINL GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
ET | ENERGY TRANSFER L P | $2,000 | 0.0% | 223 | 0.0% | 0.00% | – | |
EOI | EATON VANCE ENHANCED EQUITY | $5,000 | -16.7% | 350 | 0.0% | 0.00% | -100.0% | |
New | DRAFTKINGS INC NEW | $5,000 | – | 400 | +100.0% | 0.00% | – | |
ETN | EATON CORP PLC | $4,000 | -20.0% | 30 | 0.0% | 0.00% | – | |
CMI | CUMMINS INC | $3,000 | -25.0% | 18 | 0.0% | 0.00% | – | |
CONSTELLATION ENERGY CORP | $4,000 | 0.0% | 66 | 0.0% | 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% | – | |
CHRW | Sell | C H ROBINSON WORLDWIDE INC | $2,000 | -88.9% | 21 | -87.7% | 0.00% | -100.0% |
BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
K | Exit | KELLOGG CO | $0 | – | -7 | -100.0% | 0.00% | – |
SPOT | SPOTIFY TECHNOLOGY S A | $5,000 | -37.5% | 50 | 0.0% | 0.00% | -100.0% | |
SAM | BOSTON BEER INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
ARKF | ARK ETF TR | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
GMDA | GAMIDA CELL LTD | $2,000 | -50.0% | 1,000 | 0.0% | 0.00% | – | |
LYB | New | LYONDELLBASELL INDUSTRIES N | $4,000 | – | 50 | +100.0% | 0.00% | – |
ARKK | ARK ETF TR | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – | |
NRG | Exit | NRG ENERGY INC | $0 | – | -65 | -100.0% | 0.00% | – |
DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -37 | -100.0% | 0.00% | – |
SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -73 | -100.0% | 0.00% | – |
OGN | Exit | ORGANON & CO | $0 | – | -50 | -100.0% | 0.00% | – |
MDC | Exit | M D C HLDGS INC | $0 | – | -50 | -100.0% | 0.00% | – |
AES | Exit | AES CORP | $0 | – | -141 | -100.0% | 0.00% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -202 | -100.0% | 0.00% | – |
FR | Exit | FIRST INDL RLTY TR INC | $0 | – | -57 | -100.0% | 0.00% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -65 | -100.0% | 0.00% | – |
IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -122 | -100.0% | 0.00% | – |
KEY | Exit | KEYCORP | $0 | – | -220 | -100.0% | 0.00% | – |
VICI | Exit | VICI PPTYS INC | $0 | – | -105 | -100.0% | 0.00% | – |
SO | Exit | SOUTHERN CO | $0 | – | -50 | -100.0% | 0.00% | – |
GPRO | Exit | GOPRO INC | $0 | – | -300 | -100.0% | 0.00% | – |
BFB | Exit | BROWN FORMAN CORP | $0 | – | -60 | -100.0% | 0.00% | – |
RBBN | Exit | RIBBON COMMUNICATIONS INC | $0 | – | -739 | -100.0% | 0.00% | – |
URA | Exit | GLOBAL X FDS | $0 | – | -50 | -100.0% | 0.00% | – |
TSN | TYSON FOODS INC | $4,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
TRIB | TRINITY BIOTECH PLC | $0 | – | 100 | 0.0% | 0.00% | – | |
TLRY | TILRAY BRANDS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
DDD | 3-D SYS CORP DEL | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
LAZR | LUMINAR TECHNOLOGIES INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
Sell | KYNDRYL HLDGS INC | $4,000 | -50.0% | 400 | -32.2% | 0.00% | -100.0% | |
VTRS | Sell | VIATRIS INC | $4,000 | -63.6% | 379 | -63.6% | 0.00% | -100.0% |
KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 48 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,000 | -50.0% | 16 | 0.0% | 0.00% | – | |
IP | INTERNATIONAL PAPER CO | $0 | – | 10 | 0.0% | 0.00% | – | |
INO | INOVIO PHARMACEUTICALS INC | $0 | -100.0% | 225 | 0.0% | 0.00% | – | |
New | WARNER BROS DISCOVERY INC | $4,000 | – | 288 | +100.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $4,000 | -60.0% | 1,100 | 0.0% | 0.00% | -100.0% | |
RGR | Exit | STURM RUGER & CO INC | $0 | – | -150 | -100.0% | -0.00% | – |
DKNG | Exit | DRAFTKINGS INC | $0 | – | -400 | -100.0% | -0.00% | – |
VBK | Exit | VANGUARD INDEX FDS | $0 | – | -39 | -100.0% | -0.00% | – |
APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -70 | -100.0% | -0.00% | – |
TLS | Exit | TELOS CORP MD | $0 | – | -1,000 | -100.0% | -0.00% | – |
SPLK | Exit | SPLUNK INC | $0 | – | -50 | -100.0% | -0.00% | – |
AMAT | Exit | APPLIED MATLS INC | $0 | – | -130 | -100.0% | -0.00% | – |
ICUI | Exit | ICU MED INC | $0 | – | -56 | -100.0% | -0.00% | – |
SJW | Exit | SJW GROUP | $0 | – | -154 | -100.0% | -0.00% | – |
ADSK | Exit | AUTODESK INC | $0 | – | -50 | -100.0% | -0.00% | – |
VOT | Exit | VANGUARD INDEX FDS | $0 | – | -65 | -100.0% | -0.00% | – |
IT | Exit | GARTNER INC | $0 | – | -50 | -100.0% | -0.00% | – |
PNR | Exit | PENTAIR PLC | $0 | – | -250 | -100.0% | -0.00% | – |
HPQ | Exit | HP INC | $0 | – | -236 | -100.0% | -0.00% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -25 | -100.0% | -0.00% | – |
MMSI | Exit | MERIT MED SYS INC | $0 | – | -88 | -100.0% | -0.00% | – |
XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -363 | -100.0% | -0.00% | – |
RE | Exit | EVEREST RE GROUP LTD | $0 | – | -59 | -100.0% | -0.00% | – |
FTNT | Exit | FORTINET INC | $0 | – | -75 | -100.0% | -0.00% | – |
ES | Exit | EVERSOURCE ENERGY | $0 | – | -262 | -100.0% | -0.00% | – |
SYY | Exit | SYSCO CORP | $0 | – | -250 | -100.0% | -0.00% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -250 | -100.0% | -0.00% | – |
SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -242 | -100.0% | -0.00% | – |
IDNA | Exit | ISHARES TR | $0 | – | -533 | -100.0% | -0.00% | – |
IEMG | Exit | ISHARES INC | $0 | – | -317 | -100.0% | -0.00% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -200 | -100.0% | -0.00% | – |
HACK | Exit | ETF MANAGERS TR | $0 | – | -473 | -100.0% | -0.00% | – |
HSY | Exit | HERSHEY CO | $0 | – | -100 | -100.0% | -0.00% | – |
WMB | Exit | WILLIAMS COS INC | $0 | – | -951 | -100.0% | -0.00% | – |
FFIV | Exit | F5 INC | $0 | – | -150 | -100.0% | -0.00% | – |
VBR | Exit | VANGUARD INDEX FDS | $0 | – | -180 | -100.0% | -0.00% | – |
NVS | Exit | NOVARTIS AG | $0 | – | -375 | -100.0% | -0.00% | – |
BAPR | Exit | INNOVATOR ETFS TR | $0 | – | -927 | -100.0% | -0.00% | – |
TRMB | Exit | TRIMBLE INC | $0 | – | -400 | -100.0% | -0.00% | – |
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -175 | -100.0% | -0.00% | – |
VOE | Exit | VANGUARD INDEX FDS | $0 | – | -194 | -100.0% | -0.00% | – |
FDX | Exit | FEDEX CORP | $0 | – | -150 | -100.0% | -0.00% | – |
BND | Exit | VANGUARD BD INDEX FDS | $0 | – | -373 | -100.0% | -0.00% | – |
NEM | Exit | NEWMONT CORP | $0 | – | -600 | -100.0% | -0.00% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -175 | -100.0% | -0.00% | – |
XLI | Exit | SELECT SECTOR SPDR TR | $0 | – | -500 | -100.0% | -0.00% | – |
XLF | Exit | SELECT SECTOR SPDR TR | $0 | – | -1,635 | -100.0% | -0.01% | – |
CERN | Exit | CERNER CORP | $0 | – | -6,674 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.