$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $12,910,000 | – | 54,788 | +100.0% | 1.26% | – |
| 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% | – |
| VOO | New | VANGUARD INDEX FDS | $178,000 | – | 514 | +100.0% | 0.02% | – |
| New | EMBECTA CORP | $47,000 | – | 1,869 | +100.0% | 0.01% | – | |
| QQQ | New | INVESCO QQQ TR | $47,000 | – | 169 | +100.0% | 0.01% | – |
| DRE | New | DUKE REALTY CORP | $26,000 | – | 468 | +100.0% | 0.00% | – |
| PXD | New | PIONEER NAT RES CO | $30,000 | – | 135 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $24,000 | – | 95 | +100.0% | 0.00% | – |
| 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% | – |
| HPK | New | HIGHPEAK ENERGY INC | $8,000 | – | 325 | +100.0% | 0.00% | – |
| MSTR | New | MICROSTRATEGY INC | $12,000 | – | 73 | +100.0% | 0.00% | – |
| STIM | New | NEURONETICS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDS | $0 | – | 2 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW | $5,000 | – | 400 | +100.0% | 0.00% | – | |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $4,000 | – | 50 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $4,000 | – | 288 | +100.0% | 0.00% | – |
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.