$1.11 Billion is the total value of ATWOOD & PALMER INC's 390 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VI | $41,205,043 | -3.1% | 1,682,525 | +0.3% | 3.72% | -11.6% |
| URI | Buy | UNITED RENTALS INC | $38,625,121 | +32.5% | 108,675 | +0.7% | 3.49% | +20.8% |
| LMT | LOCKHEED MARTIN CORP | $36,803,941 | +25.9% | 75,652 | 0.0% | 3.33% | +14.8% | |
| AMP | Buy | AMERIPRISE FINL INC | $32,613,757 | +24.7% | 104,743 | +0.9% | 2.95% | +13.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $31,173,197 | +9.6% | 56,608 | +0.9% | 2.82% | -0.1% |
| ON | Buy | ON SEMICONDUCTOR CORP | $30,772,818 | +0.3% | 493,391 | +0.2% | 2.78% | -8.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $30,296,556 | +4.9% | 41,992 | +0.2% | 2.74% | -4.3% |
| CDW | Buy | CDW CORP | $30,105,209 | +15.2% | 168,581 | +0.7% | 2.72% | +5.0% |
| ABBV | Buy | ABBVIE INC | $29,826,683 | +21.9% | 184,560 | +1.2% | 2.70% | +11.1% |
| DHI | Buy | D R HORTON INC | $25,995,114 | +34.6% | 291,621 | +1.7% | 2.35% | +22.7% |
| HOLX | Buy | HOLOGIC INC | $25,206,850 | +17.7% | 336,945 | +1.5% | 2.28% | +7.3% |
| AVDE | New | AMERICAN CENTY ETF TR | $24,572,450 | – | 461,975 | +100.0% | 2.22% | – |
| CSCO | Buy | CISCO SYS INC | $24,369,685 | +20.7% | 511,538 | +1.3% | 2.20% | +10.0% |
| AMGN | Buy | AMGEN INC | $23,674,869 | +18.2% | 90,142 | +1.5% | 2.14% | +7.8% |
| MA | Buy | MASTERCARD INCORPORATED | $23,100,999 | +22.9% | 66,434 | +0.5% | 2.09% | +12.0% |
| JAAA | Buy | JANUS DETROIT STR TR | $23,062,743 | +8.3% | 468,184 | +7.9% | 2.08% | -1.2% |
| GILD | Buy | GILEAD SCIENCES INC | $21,207,201 | +41.7% | 247,026 | +1.8% | 1.92% | +29.2% |
| FITB | Buy | FIFTH THIRD BANCORP | $20,958,227 | +4.9% | 638,776 | +2.1% | 1.89% | -4.4% |
| GOOG | Buy | ALPHABET INC | $20,577,820 | -4.5% | 231,915 | +3.5% | 1.86% | -12.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $19,641,893 | +8.0% | 124,363 | +2.1% | 1.78% | -1.6% |
| SONY | Buy | SONY GROUP CORPORATION | $19,190,245 | +21.4% | 251,576 | +2.0% | 1.73% | +10.7% |
| AAPL | Buy | APPLE INC | $18,446,969 | -4.4% | 141,976 | +1.7% | 1.67% | -12.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $16,836,717 | -14.9% | 236,404 | +2.9% | 1.52% | -22.4% |
| Sell | JANUS DETROIT STR TR | $16,665,033 | -5.5% | 373,739 | -7.3% | 1.51% | -13.8% | |
| LDOS | Buy | LEIDOS HOLDINGS INC | $16,408,414 | +23.1% | 155,988 | +2.4% | 1.48% | +12.3% |
| SHY | Buy | ISHARES TR | $16,205,996 | +10.8% | 199,655 | +10.8% | 1.46% | +1.0% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $15,625,043 | +34.5% | 56,187 | +1.3% | 1.41% | +22.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $15,283,054 | +18.5% | 28,011 | +2.2% | 1.38% | +8.1% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $14,664,628 | +9.5% | 593,950 | +2.5% | 1.32% | -0.2% |
| APTV | Buy | APTIV PLC | $14,405,612 | +21.9% | 154,683 | +2.4% | 1.30% | +11.2% |
| New | AMERICAN CENTY ETF TR | $13,848,319 | – | 306,990 | +100.0% | 1.25% | – | |
| AVEM | New | AMERICAN CENTY ETF TR | $13,348,818 | – | 264,595 | +100.0% | 1.21% | – |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $13,201,138 | +12.1% | 314,975 | +8.4% | 1.19% | +2.2% |
| LOW | Buy | LOWES COS INC | $13,072,333 | +8.2% | 65,611 | +2.0% | 1.18% | -1.4% |
| GNRC | Buy | GENERAC HLDGS INC | $12,972,601 | -40.6% | 128,875 | +5.1% | 1.17% | -45.9% |
| WMT | Buy | WALMART INC | $12,300,223 | +11.2% | 86,750 | +1.7% | 1.11% | +1.4% |
| GSIE | Sell | GOLDMAN SACHS ETF TR | $12,139,358 | -60.8% | 421,798 | -66.3% | 1.10% | -64.3% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $11,762,726 | +17.0% | 252,690 | +3.2% | 1.06% | +6.7% |
| IMTM | Sell | ISHARES TR | $11,266,656 | -61.1% | 365,445 | -66.1% | 1.02% | -64.5% |
| BIIB | Buy | BIOGEN INC | $11,252,349 | +5.1% | 40,634 | +1.4% | 1.02% | -4.1% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $10,568,298 | +5.2% | 50,758 | +5.0% | 0.96% | -4.0% |
| VNLA | Sell | JANUS DETROIT STR TR | $10,510,991 | -9.8% | 221,751 | -7.7% | 0.95% | -17.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDS | $10,327,347 | +15.4% | 137,350 | +14.0% | 0.93% | +5.2% |
| GBIL | Buy | GOLDMAN SACHS ETF TR | $10,310,014 | +9.4% | 103,400 | +9.5% | 0.93% | -0.2% |
| IGSB | Buy | ISHARES TR | $9,900,480 | +14.0% | 198,725 | +12.7% | 0.90% | +3.9% |
| SHYG | Buy | ISHARES TR | $9,378,612 | +19.1% | 229,362 | +16.4% | 0.85% | +8.6% |
| INTC | Buy | INTEL CORP | $9,284,772 | +3.3% | 351,297 | +0.7% | 0.84% | -5.8% |
| UNFI | Buy | UNITED NAT FOODS INC | $9,042,656 | +17.0% | 233,600 | +3.8% | 0.82% | +6.7% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $8,769,311 | -5.4% | 177,301 | -5.6% | 0.79% | -13.8% |
| NLOK | Buy | GEN DIGITAL INC | $8,481,780 | +8.6% | 395,790 | +2.1% | 0.77% | -1.0% |
| GRMN | Sell | GARMIN LTD | $8,263,554 | +13.0% | 89,539 | -1.7% | 0.75% | +3.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INC | $7,397,991 | -18.8% | 1,152,335 | +2.8% | 0.67% | -25.9% |
| JMBS | Sell | JANUS DETROIT STR TR | $7,363,661 | -7.5% | 161,981 | -8.4% | 0.66% | -15.7% |
| AVDV | New | AMERICAN CENTY ETF TR | $7,236,182 | – | 130,735 | +100.0% | 0.65% | – |
| JKHY | HENRY JACK & ASSOC INC | $7,220,958 | -3.7% | 41,131 | 0.0% | 0.65% | -12.1% | |
| BDX | BECTON DICKINSON & CO | $6,921,792 | +14.1% | 27,219 | 0.0% | 0.62% | +4.0% | |
| KMB | Sell | KIMBERLY-CLARK CORP | $6,365,860 | +17.8% | 46,894 | -2.4% | 0.58% | +7.3% |
| GEM | Sell | GOLDMAN SACHS ETF TR | $6,105,475 | -36.6% | 215,665 | -42.2% | 0.55% | -42.1% |
| HD | HOME DEPOT INC | $5,774,553 | +14.5% | 18,282 | 0.0% | 0.52% | +4.4% | |
| VRP | Sell | INVESCO EXCH TRADED FD TR II | $5,623,161 | -10.6% | 251,146 | -12.6% | 0.51% | -18.6% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $4,795,872 | +8.0% | 70,455 | +5.0% | 0.43% | -1.6% |
| GSST | Buy | GOLDMAN SACHS ETF TR | $4,583,838 | +14.4% | 92,500 | +14.7% | 0.41% | +4.3% |
| JNJ | JOHNSON & JOHNSON | $4,293,302 | +8.1% | 24,304 | 0.0% | 0.39% | -1.3% | |
| PG | PROCTER AND GAMBLE CO | $3,860,266 | +20.0% | 25,470 | 0.0% | 0.35% | +9.4% | |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,782,376 | -12.8% | 162,264 | -14.6% | 0.34% | -20.5% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $3,174,795 | -12.8% | 143,526 | -14.8% | 0.29% | -20.5% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FD | $3,041,842 | +24.0% | 51,175 | +23.8% | 0.28% | +13.2% |
| ICSH | Buy | ISHARES TR | $2,787,078 | +18.6% | 55,697 | +18.6% | 0.25% | +8.2% |
| BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $2,492,576 | -15.1% | 112,735 | -16.5% | 0.22% | -22.7% |
| PEP | PEPSICO INC | $2,297,995 | +10.6% | 12,720 | 0.0% | 0.21% | +1.0% | |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $2,220,495 | -0.4% | 105,839 | -0.9% | 0.20% | -9.0% |
| CL | COLGATE PALMOLIVE CO | $2,119,451 | +12.1% | 26,900 | 0.0% | 0.19% | +2.7% | |
| SPY | Buy | SPDR S&P 500 ETF TR | $2,004,698 | +45.4% | 5,242 | +35.7% | 0.18% | +32.1% |
| XOM | EXXON MOBIL CORP | $1,984,297 | +26.3% | 17,990 | 0.0% | 0.18% | +14.7% | |
| GOOGL | ALPHABET INC | $1,972,823 | -7.8% | 22,360 | 0.0% | 0.18% | -16.0% | |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $1,555,270 | -10.4% | 75,922 | -10.8% | 0.14% | -18.0% |
| PAYX | PAYCHEX INC | $1,489,222 | +3.0% | 12,887 | 0.0% | 0.14% | -5.6% | |
| HIW | HIGHWOODS PPTYS INC | $1,427,176 | +3.8% | 51,007 | 0.0% | 0.13% | -5.1% | |
| MSFT | MICROSOFT CORP | $1,348,988 | +3.0% | 5,625 | 0.0% | 0.12% | -6.2% | |
| PFLD | Sell | ETF SER SOLUTIONS | $1,339,386 | -15.5% | 64,611 | -13.2% | 0.12% | -22.9% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $1,288,345 | +23.3% | 12,766 | 0.0% | 0.12% | +11.5% | |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $1,225,056 | -15.0% | 60,827 | -15.8% | 0.11% | -22.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,226,951 | +9.8% | 3,972 | -5.0% | 0.11% | 0.0% |
| FTXN | Sell | FIRST TR EXCHANGE-TRADED FD | $1,189,838 | -44.5% | 42,555 | -51.3% | 0.11% | -49.1% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,194,300 | +5.6% | 5,000 | 0.0% | 0.11% | -3.6% | |
| JPM | Buy | JPMORGAN CHASE & CO | $1,005,080 | +28.4% | 7,495 | +0.0% | 0.09% | +16.7% |
| HTH | HILLTOP HOLDINGS INC | $993,331 | +20.7% | 33,100 | 0.0% | 0.09% | +9.8% | |
| FXR | Sell | FIRST TR EXCHANGE TRADED FD | $988,477 | -43.3% | 19,190 | -49.4% | 0.09% | -48.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $971,181 | +1.3% | 13,498 | +0.0% | 0.09% | -7.4% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FD | $942,687 | -42.7% | 19,570 | -48.8% | 0.08% | -47.9% |
| NEE | NEXTERA ENERGY INC | $925,201 | +6.6% | 11,067 | 0.0% | 0.08% | -2.3% | |
| PFE | PFIZER INC | $912,021 | +17.1% | 17,799 | 0.0% | 0.08% | +6.5% | |
| CVX | Buy | CHEVRON CORP NEW | $891,168 | +28.6% | 4,965 | +2.9% | 0.08% | +17.4% |
| ORCL | ORACLE CORP | $885,408 | +33.7% | 10,832 | 0.0% | 0.08% | +21.2% | |
| USB | US BANCORP DEL | $878,654 | +8.2% | 20,148 | 0.0% | 0.08% | -1.2% | |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FD | $852,940 | -45.9% | 33,820 | -49.8% | 0.08% | -50.6% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $821,924 | -47.0% | 7,810 | -47.2% | 0.07% | -51.9% |
| MCD | MCDONALDS CORP | $793,225 | +14.1% | 3,010 | 0.0% | 0.07% | +4.3% | |
| CAT | CATERPILLAR INC | $768,508 | +46.1% | 3,208 | 0.0% | 0.07% | +32.7% | |
| DE | DEERE & CO | $745,185 | +28.5% | 1,738 | 0.0% | 0.07% | +17.5% | |
| HTLF | HEARTLAND FINL USA INC | $727,692 | +7.5% | 15,609 | 0.0% | 0.07% | -1.5% | |
| KO | COCA COLA CO | $725,599 | +13.6% | 11,407 | 0.0% | 0.07% | +4.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $690,361 | +18.6% | 4,900 | 0.0% | 0.06% | +6.9% | |
| PH | PARKER-HANNIFIN CORP | $654,750 | +20.1% | 2,250 | 0.0% | 0.06% | +9.3% | |
| AMZN | Sell | AMAZON COM INC | $653,520 | -27.5% | 7,780 | -2.5% | 0.06% | -33.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $573,820 | -0.7% | 1,257 | +2.8% | 0.05% | -8.8% |
| PFF | Sell | ISHARES TR | $543,739 | -14.4% | 17,810 | -11.2% | 0.05% | -22.2% |
| QCOM | QUALCOMM INC | $526,503 | -2.7% | 4,789 | 0.0% | 0.05% | -11.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $522,225 | +9.9% | 5,500 | 0.0% | 0.05% | 0.0% | |
| PM | PHILIP MORRIS INTL INC | $513,033 | +21.9% | 5,069 | 0.0% | 0.05% | +9.5% | |
| CVS | CVS HEALTH CORP | $489,248 | -2.3% | 5,250 | 0.0% | 0.04% | -12.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $474,090 | +7.0% | 3,000 | 0.0% | 0.04% | -2.3% | |
| RF | REGIONS FINANCIAL CORP NEW | $452,760 | +7.5% | 21,000 | 0.0% | 0.04% | -2.4% | |
| BAC | BANK AMERICA CORP | $431,256 | +9.7% | 13,021 | 0.0% | 0.04% | 0.0% | |
| SAIA | SAIA INC | $419,360 | +10.4% | 2,000 | 0.0% | 0.04% | 0.0% | |
| WM | WASTE MGMT INC DEL | $424,674 | -2.1% | 2,707 | 0.0% | 0.04% | -11.6% | |
| IRM | IRON MTN INC DEL | $411,262 | +13.3% | 8,250 | 0.0% | 0.04% | +2.8% | |
| EMR | EMERSON ELEC CO | $384,240 | +31.1% | 4,000 | 0.0% | 0.04% | +20.7% | |
| ABT | Sell | ABBOTT LABS | $368,455 | +4.1% | 3,356 | -8.2% | 0.03% | -5.7% |
| UMBF | UMB FINL CORP | $370,161 | -1.0% | 4,432 | 0.0% | 0.03% | -10.8% | |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $332,784 | -19.0% | 3,635 | -23.3% | 0.03% | -26.8% |
| WFC | WELLS FARGO CO NEW | $322,062 | +2.6% | 7,800 | 0.0% | 0.03% | -6.5% | |
| ZTS | ZOETIS INC | $314,496 | -1.1% | 2,146 | 0.0% | 0.03% | -12.5% | |
| CARR | CARRIER GLOBAL CORPORATION | $303,188 | +16.2% | 7,350 | 0.0% | 0.03% | +3.8% | |
| OTIS | OTIS WORLDWIDE CORP | $299,536 | +22.8% | 3,825 | 0.0% | 0.03% | +12.5% | |
| UNH | UNITEDHEALTH GROUP INC | $291,069 | +5.1% | 549 | 0.0% | 0.03% | -3.7% | |
| DIS | Buy | DISNEY WALT CO | $285,835 | +32.3% | 3,290 | +43.7% | 0.03% | +23.8% |
| IWF | Buy | ISHARES TR | $283,011 | +117.7% | 1,321 | +114.1% | 0.03% | +100.0% |
| IVV | ISHARES TR | $274,710 | +7.3% | 715 | 0.0% | 0.02% | 0.0% | |
| FBHS | FORTUNE BRANDS INNOVATIONS I | $274,128 | +6.3% | 4,800 | 0.0% | 0.02% | -3.8% | |
| HON | HONEYWELL INTL INC | $276,447 | +28.6% | 1,290 | 0.0% | 0.02% | +19.0% | |
| MRNA | Buy | MODERNA INC | $269,430 | +473.3% | 1,500 | +275.0% | 0.02% | +380.0% |
| STPZ | PIMCO ETF TR | $264,311 | +0.9% | 5,300 | 0.0% | 0.02% | -7.7% | |
| BSJQ | Sell | INVESCO EXCH TRD SLF IDX FD | $265,114 | -25.5% | 11,775 | -27.6% | 0.02% | -31.4% |
| OXY | OCCIDENTAL PETE CORP | $251,960 | +2.4% | 4,000 | 0.0% | 0.02% | -4.2% | |
| SRE | SEMPRA | $254,991 | +3.2% | 1,650 | 0.0% | 0.02% | -4.2% | |
| VTI | VANGUARD INDEX FDS | $248,547 | +6.7% | 1,300 | 0.0% | 0.02% | -4.3% | |
| LH | LABORATORY CORP AMER HLDGS | $235,480 | +14.9% | 1,000 | 0.0% | 0.02% | +5.0% | |
| DXCM | DEXCOM INC | $226,480 | +40.7% | 2,000 | 0.0% | 0.02% | +25.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $219,492 | +1.6% | 9,100 | 0.0% | 0.02% | -4.8% | |
| EEM | Sell | ISHARES TR | $221,336 | -97.3% | 5,840 | -97.5% | 0.02% | -97.5% |
| MCO | MOODYS CORP | $222,896 | +14.9% | 800 | 0.0% | 0.02% | +5.3% | |
| MO | ALTRIA GROUP INC | $219,774 | +13.3% | 4,808 | 0.0% | 0.02% | +5.3% | |
| IJS | ISHARES TR | $216,530 | +10.5% | 2,371 | 0.0% | 0.02% | +5.3% | |
| TSLA | TESLA INC | $208,790 | -53.6% | 1,695 | 0.0% | 0.02% | -57.8% | |
| TJX | TJX COS INC NEW | $214,920 | +27.9% | 2,700 | 0.0% | 0.02% | +11.8% | |
| FLO | FLOWERS FOODS INC | $182,844 | +16.5% | 6,362 | 0.0% | 0.02% | +6.2% | |
| IWD | New | ISHARES TR | $187,136 | – | 1,234 | +100.0% | 0.02% | – |
| C | CITIGROUP INC | $180,920 | +8.3% | 4,000 | 0.0% | 0.02% | -5.9% | |
| VZ | VERIZON COMMUNICATIONS INC | $177,300 | +3.7% | 4,500 | 0.0% | 0.02% | -5.9% | |
| IJT | ISHARES TR | $168,355 | +6.6% | 1,558 | 0.0% | 0.02% | -6.2% | |
| AVGO | BROADCOM INC | $164,384 | +25.5% | 294 | 0.0% | 0.02% | +15.4% | |
| MDYG | SPDR SER TR | $169,512 | +8.0% | 2,594 | 0.0% | 0.02% | -6.2% | |
| ENR | ENERGIZER HLDGS INC NEW | $159,094 | +33.7% | 4,742 | 0.0% | 0.01% | +16.7% | |
| UNP | UNION PAC CORP | $154,888 | +6.1% | 748 | 0.0% | 0.01% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $153,155 | +20.6% | 1,048 | 0.0% | 0.01% | +7.7% | |
| DUK | DUKE ENERGY CORP NEW | $142,126 | +11.0% | 1,380 | 0.0% | 0.01% | 0.0% | |
| LLY | LILLY ELI & CO | $144,507 | +12.9% | 395 | 0.0% | 0.01% | 0.0% | |
| SLQT | SELECTQUOTE INC | $146,636 | -7.8% | 218,241 | 0.0% | 0.01% | -18.8% | |
| ANET | ARISTA NETWORKS INC | $136,519 | +7.5% | 1,125 | 0.0% | 0.01% | -7.7% | |
| IEFA | Buy | ISHARES TR | $128,150 | +70.9% | 2,079 | +46.8% | 0.01% | +71.4% |
| ED | CONSOLIDATED EDISON INC | $136,484 | +11.0% | 1,432 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $137,179 | +9.7% | 1,636 | 0.0% | 0.01% | 0.0% | |
| FB | META PLATFORMS INC | $136,586 | -11.3% | 1,135 | 0.0% | 0.01% | -20.0% | |
| FXH | FIRST TR EXCHANGE TRADED FD | $118,516 | +11.8% | 1,090 | 0.0% | 0.01% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $119,712 | +11.9% | 2,400 | 0.0% | 0.01% | 0.0% | |
| SLV | ISHARES SILVER TR | $121,660 | +25.4% | 5,525 | 0.0% | 0.01% | +10.0% | |
| CW | CURTISS WRIGHT CORP | $119,398 | +20.6% | 715 | 0.0% | 0.01% | +10.0% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $120,442 | +11.5% | 2,460 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC | $126,201 | +1.0% | 867 | 0.0% | 0.01% | -8.3% | |
| TT | TRANE TECHNOLOGIES PLC | $117,663 | +16.5% | 700 | 0.0% | 0.01% | +10.0% | |
| AXON | AXON ENTERPRISE INC | $116,151 | +43.4% | 700 | 0.0% | 0.01% | +25.0% | |
| POST | POST HLDGS INC | $114,450 | +10.0% | 1,268 | 0.0% | 0.01% | 0.0% | |
| CP | CANADIAN PAC RY LTD | $107,559 | +12.0% | 1,442 | 0.0% | 0.01% | 0.0% | |
| ACGL | ARCH CAP GROUP LTD | $113,004 | +37.8% | 1,800 | 0.0% | 0.01% | +25.0% | |
| FXO | FIRST TR EXCHANGE TRADED FD | $111,616 | +11.6% | 2,725 | 0.0% | 0.01% | 0.0% | |
| AEE | AMEREN CORP | $106,704 | +10.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $103,886 | +10.5% | 551 | 0.0% | 0.01% | 0.0% | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $98,750 | +2.9% | 5,000 | 0.0% | 0.01% | -10.0% | |
| FISV | FISERV INC | $101,070 | +7.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $102,100 | +1.1% | 5,395 | 0.0% | 0.01% | -10.0% | |
| AMT | AMERICAN TOWER CORP NEW | $95,973 | -1.1% | 453 | 0.0% | 0.01% | -10.0% | |
| EMN | EASTMAN CHEM CO | $89,584 | +14.9% | 1,100 | 0.0% | 0.01% | 0.0% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $83,055 | +10.7% | 588 | -0.8% | 0.01% | +14.3% |
| VHT | Buy | VANGUARD WORLD FDS | $72,679 | +169.2% | 293 | +142.1% | 0.01% | +133.3% |
| COP | Buy | CONOCOPHILLIPS | $78,824 | +31.4% | 668 | +14.4% | 0.01% | +16.7% |
| BX | BLACKSTONE INC | $74,190 | -11.7% | 1,000 | 0.0% | 0.01% | -12.5% | |
| EPC | EDGEWELL PERS CARE CO | $77,080 | +2.8% | 2,000 | 0.0% | 0.01% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $73,372 | +7.9% | 750 | 0.0% | 0.01% | 0.0% | |
| IJH | ISHARES TR | $77,405 | +10.6% | 320 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLC | $82,086 | +22.5% | 2,350 | 0.0% | 0.01% | 0.0% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $79,263 | +2.9% | 3,304 | 0.0% | 0.01% | -12.5% | |
| EW | EDWARDS LIFESCIENCES CORP | $68,044 | -9.3% | 912 | 0.0% | 0.01% | -14.3% | |
| NUE | NUCOR CORP | $65,905 | +24.3% | 500 | 0.0% | 0.01% | +20.0% | |
| IVW | ISHARES TR | $70,205 | +1.7% | 1,200 | 0.0% | 0.01% | -14.3% | |
| D | DOMINION ENERGY INC | $61,320 | -11.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| IWN | New | ISHARES TR | $60,876 | – | 439 | +100.0% | 0.01% | – |
| VYM | New | VANGUARD WHITEHALL FDS | $66,549 | – | 615 | +100.0% | 0.01% | – |
| ITW | ILLINOIS TOOL WKS INC | $69,835 | +22.5% | 317 | 0.0% | 0.01% | 0.0% | |
| MRK | MERCK & CO INC | $61,577 | +28.3% | 555 | 0.0% | 0.01% | +20.0% | |
| PACW | Sell | PACWEST BANCORP DEL | $68,850 | -8.2% | 3,000 | -9.1% | 0.01% | -14.3% |
| LIN | Sell | LINDE PLC | $62,627 | -74.8% | 192 | -79.2% | 0.01% | -76.0% |
| ORLY | OREILLY AUTOMOTIVE INC | $63,302 | +19.4% | 75 | 0.0% | 0.01% | +20.0% | |
| XLK | New | SELECT SECTOR SPDR TR | $50,025 | – | 402 | +100.0% | 0.01% | – |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $52,776 | – | 4,914 | +100.0% | 0.01% | – |
| MDT | MEDTRONIC PLC | $60,233 | -4.4% | 775 | 0.0% | 0.01% | -16.7% | |
| FDN | FIRST TR EXCHANGE-TRADED FD | $59,728 | -2.1% | 485 | 0.0% | 0.01% | -16.7% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $55,527 | +23.4% | 165 | 0.0% | 0.01% | +25.0% | |
| DOW | DOW INC | $55,429 | +15.5% | 1,100 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $50,738 | +20.8% | 230 | 0.0% | 0.01% | +25.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $56,040 | +19.2% | 1,500 | 0.0% | 0.01% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $52,720 | +5.4% | 1,050 | 0.0% | 0.01% | 0.0% | |
| CTVA | CORTEVA INC | $39,912 | +2.3% | 679 | 0.0% | 0.00% | 0.0% | |
| SPSB | SPDR SER TR | $41,866 | -0.3% | 1,425 | 0.0% | 0.00% | 0.0% | |
| XAR | New | SPDR SER TR | $42,699 | – | 388 | +100.0% | 0.00% | – |
| BELLRING BRANDS INC | $41,203 | +24.9% | 1,607 | 0.0% | 0.00% | +33.3% | ||
| EVRG | EVERGY INC | $41,219 | +5.7% | 655 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $46,498 | +22.4% | 248 | 0.0% | 0.00% | 0.0% | |
| ETG | EATON VANCE TX ADV GLBL DIV | $48,320 | +0.7% | 3,200 | 0.0% | 0.00% | -20.0% | |
| MDLZ | MONDELEZ INTL INC | $41,923 | +23.3% | 629 | 0.0% | 0.00% | +33.3% | |
| V | VISA INC | $41,552 | +15.4% | 200 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $42,392 | +41.3% | 362 | 0.0% | 0.00% | +33.3% | |
| ISRG | INTUITIVE SURGICAL INC | $44,579 | +43.8% | 168 | 0.0% | 0.00% | +33.3% | |
| VFH | New | VANGUARD WORLD FDS | $40,951 | – | 495 | +100.0% | 0.00% | – |
| GENERAL ELECTRIC CO | $47,677 | +36.2% | 569 | 0.0% | 0.00% | +33.3% | ||
| TMUS | T-MOBILE US INC | $28,840 | +3.0% | 206 | 0.0% | 0.00% | 0.0% | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $29,682 | -12.7% | 1,811 | 0.0% | 0.00% | 0.0% | |
| DHR | Buy | DANAHER CORPORATION | $33,443 | +33.8% | 126 | +32.6% | 0.00% | +50.0% |
| ADM | ARCHER DANIELS MIDLAND CO | $38,068 | +15.4% | 410 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $32,808 | -13.7% | 200 | 0.0% | 0.00% | -25.0% | |
| New | MASTERBRAND INC | $36,240 | – | 4,800 | +100.0% | 0.00% | – | |
| PANW | PALO ALTO NETWORKS INC | $31,396 | -15.1% | 225 | 0.0% | 0.00% | -25.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $38,010 | +0.0% | 3,500 | 0.0% | 0.00% | -25.0% | |
| SQ | BLOCK INC | $37,704 | +14.3% | 600 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $29,754 | +24.0% | 879 | 0.0% | 0.00% | +50.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $31,987 | +6.6% | 351 | 0.0% | 0.00% | 0.0% | |
| CHW | CALAMOS GBL DYN INCOME FUND | $30,690 | -7.0% | 5,500 | 0.0% | 0.00% | 0.0% | |
| GRX | GABELLI HLTHCARE & WELLNESS | $38,036 | +8.7% | 3,700 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TR | $36,588 | -1.1% | 400 | 0.0% | 0.00% | -25.0% | |
| INVENTRUST PPTYS CORP | $34,937 | +12.7% | 1,476 | 0.0% | 0.00% | 0.0% | ||
| GAB | GABELLI EQUITY TR INC | $28,967 | -0.1% | 5,286 | 0.0% | 0.00% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TR | $36,917 | -0.2% | 922 | 0.0% | 0.00% | -25.0% | |
| IEF | ISHARES TR | $28,734 | -0.9% | 300 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $30,833 | +6.3% | 135 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $28,008 | +33.4% | 600 | 0.0% | 0.00% | +50.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $33,337 | +11.1% | 3,700 | 0.0% | 0.00% | 0.0% | |
| IEMG | New | ISHARES INC | $37,033 | – | 793 | +100.0% | 0.00% | – |
| EPM | EVOLUTION PETE CORP | $37,750 | +7.9% | 5,000 | 0.0% | 0.00% | 0.0% | |
| NUVEEN MULTI ASSET INCOME FU | $35,734 | +2.1% | 3,110 | 0.0% | 0.00% | 0.0% | ||
| OGE | OGE ENERGY CORP | $28,476 | +9.5% | 720 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $30,578 | +5.4% | 4,050 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $32,241 | -7.9% | 100 | 0.0% | 0.00% | 0.0% | |
| MDRX | VERADIGM INC | $33,957 | +17.1% | 1,925 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $31,752 | +13.4% | 600 | 0.0% | 0.00% | 0.0% | |
| IWP | New | ISHARES TR | $38,456 | – | 460 | +100.0% | 0.00% | – |
| KTB | KONTOOR BRANDS INC | $28,023 | +16.8% | 701 | 0.0% | 0.00% | +50.0% | |
| EEFT | EURONET WORLDWIDE INC | $28,314 | +23.1% | 300 | 0.0% | 0.00% | +50.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $31,947 | +18.3% | 448 | 0.0% | 0.00% | 0.0% | |
| Sell | EMBECTA CORP | $33,610 | -28.5% | 1,329 | -18.4% | 0.00% | -40.0% | |
| PWR | QUANTA SVCS INC | $20,662 | +14.8% | 145 | 0.0% | 0.00% | 0.0% | |
| FXN | FIRST TR EXCHANGE TRADED FD | $23,926 | +8.8% | 1,400 | 0.0% | 0.00% | 0.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $18,200 | +7.1% | 500 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP | $27,120 | +8.5% | 200 | 0.0% | 0.00% | 0.0% | |
| CII | BLACKROCK ENHANCD CAP & INM | $22,256 | +6.0% | 1,300 | 0.0% | 0.00% | 0.0% | |
| ANTM | New | ELEVANCE HEALTH INC | $18,980 | – | 37 | +100.0% | 0.00% | – |
| SBUX | STARBUCKS CORP | $19,840 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $17,475 | +9.2% | 519 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDS | $17,159 | +14.4% | 113 | 0.0% | 0.00% | +100.0% | |
| MS | MORGAN STANLEY | $24,656 | +7.2% | 290 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $21,905 | +15.3% | 85 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $20,811 | -13.3% | 570 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD INDEX FDS | $17,324 | +8.3% | 85 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $21,080 | +5.4% | 60 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INC | $20,021 | +0.1% | 2,512 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $25,372 | +20.8% | 200 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $26,440 | +15.0% | 77 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $18,209 | +30.1% | 155 | 0.0% | 0.00% | +100.0% | |
| BIF | SRH TOTAL RETURN FUND INC | $19,914 | +17.1% | 1,568 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC | $18,763 | +17.3% | 40 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $20,906 | -5.0% | 6,100 | 0.0% | 0.00% | 0.0% | ||
| OXYWS | OCCIDENTAL PETE CORP | $20,615 | +3.1% | 500 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLC | $25,481 | +6.2% | 143 | 0.0% | 0.00% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $20,529 | +310.6% | 384 | +164.8% | 0.00% | – |
| AZO | AUTOZONE INC | $24,662 | +17.4% | 10 | 0.0% | 0.00% | 0.0% | |
| T | AT&T INC | $21,945 | +21.9% | 1,192 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC | $20,322 | -46.5% | 450 | 0.0% | 0.00% | -50.0% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $17,347 | +33.4% | 8,300 | 0.0% | 0.00% | +100.0% | |
| VCV | New | INVESCO CALIF VALUE MUN INCO | $19,453 | – | 2,052 | +100.0% | 0.00% | – |
| SHELL PLC | $18,452 | +15.3% | 324 | 0.0% | 0.00% | 0.0% | ||
| CODI | COMPASS DIVERSIFIED | $18,230 | +1.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CI | New | CIGNA CORP NEW | $21,537 | – | 65 | +100.0% | 0.00% | – |
| SDY | SPDR SER TR | $25,022 | +13.7% | 200 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25,344 | +15.2% | 302 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $25,299 | +1.2% | 65 | 0.0% | 0.00% | 0.0% | |
| PLD | New | PROLOGIS INC. | $25,026 | – | 222 | +100.0% | 0.00% | – |
| CAH | CARDINAL HEALTH INC | $18,987 | +18.7% | 247 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $13,827 | -7.8% | 501 | 0.0% | 0.00% | 0.0% | |
| HPK | HIGHPEAK ENERGY INC | $7,433 | +6.2% | 325 | 0.0% | 0.00% | 0.0% | |
| IJR | ISHARES TR | $8,896 | +11.2% | 94 | 0.0% | 0.00% | 0.0% | |
| IFV | FIRST TR EXCHANGE-TRADED FD | $7,361 | +5.2% | 440 | 0.0% | 0.00% | 0.0% | |
| ISEE | IVERIC BIO INC | $16,058 | +23.5% | 750 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FD | $11,560 | +15.6% | 75 | 0.0% | 0.00% | 0.0% | |
| FSLR | FIRST SOLAR INC | $11,234 | +12.3% | 75 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $7,310 | +21.8% | 200 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $8,646 | +23.5% | 200 | 0.0% | 0.00% | 0.0% | |
| LXU | LSB INDS INC | $5,626 | -6.2% | 423 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $10,540 | +75.7% | 2,000 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $6,454 | +7.6% | 39 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $11,579 | +15.8% | 160 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $12,590 | +25.9% | 175 | 0.0% | 0.00% | 0.0% | |
| NTAP | NETAPP INC | $10,510 | -4.5% | 175 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $8,849 | -1.7% | 100 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $7,840 | -12.9% | 500 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP | $5,690 | +13.8% | 66 | 0.0% | 0.00% | – | ||
| PENN | PENN ENTERTAINMENT INC | $5,940 | -1.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $7,027 | +17.1% | 640 | 0.0% | 0.00% | 0.0% | |
| INCO | COLUMBIA ETF TR II | $14,975 | -11.9% | 330 | 0.0% | 0.00% | -50.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $15,262 | -10.2% | 11 | 0.0% | 0.00% | -50.0% | |
| CNP | CENTERPOINT ENERGY INC | $11,996 | +9.1% | 400 | 0.0% | 0.00% | 0.0% | |
| PGR | New | PROGRESSIVE CORP | $9,728 | – | 75 | +100.0% | 0.00% | – |
| RPM | RPM INTL INC | $14,618 | +21.8% | 150 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $8,650 | +8.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RM | REGIONAL MGMT CORP | $5,616 | -6.4% | 200 | 0.0% | 0.00% | 0.0% | |
| RVT | ROYCE VALUE TR INC | $15,912 | +6.1% | 1,200 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $5,886 | -1.9% | 35 | 0.0% | 0.00% | 0.0% | |
| FLRN | New | SPDR SER TR | $10,029 | – | 330 | +100.0% | 0.00% | – |
| SHAK | SHAKE SHACK INC | $8,306 | -7.7% | 200 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $10,360 | +29.5% | 350 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $9,535 | +19.2% | 39 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $9,091 | +1.0% | 61 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $8,261 | +3.3% | 50 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $8,496 | +21.4% | 120 | 0.0% | 0.00% | 0.0% | |
| MMM | 3M CO | $13,671 | +5.2% | 114 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $7,086 | +18.1% | 10 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $16,160 | +15.4% | 355 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INC | $5,563 | +11.3% | 32 | 0.0% | 0.00% | – | |
| BRP | BRP GROUP INC | $8,296 | -7.8% | 330 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $6,571 | -6.1% | 30 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDS | $12,776 | +6.5% | 40 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC | $13,560 | +23.3% | 200 | 0.0% | 0.00% | 0.0% | |
| VB | VANGUARD INDEX FDS | $14,683 | +4.9% | 80 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $11,876 | +8.0% | 643 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $8,550 | -22.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $7,205 | +2.9% | 27 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $15,369 | +2.5% | 1,057 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $11,400 | +90.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE INC | $1,989 | -0.6% | 15 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $2,576 | +28.8% | 10 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORP | $1,992 | -33.6% | 70 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $44 | – | 19 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,274 | +5.5% | 25 | 0.0% | 0.00% | – | |
| PSX | PHILLIPS 66 | $104 | – | 1 | 0.0% | 0.00% | – | |
| VT | VANGUARD INTL EQUITY INDEX F | $80 | – | 1 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $99 | – | 100 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $370 | – | 50 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC | $2,614 | -12.9% | 42 | 0.0% | 0.00% | – | |
| SAM | BOSTON BEER INC | $337 | – | 1 | 0.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO | $346 | – | 10 | 0.0% | 0.00% | – | |
| XLV | SELECT SECTOR SPDR TR | $3,532 | +17.7% | 26 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,179 | +17.9% | 23 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,923 | -3.8% | 21 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,159 | +15.9% | 5 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $4,361 | +9.0% | 18 | 0.0% | 0.00% | – | |
| SNOW | Exit | SNOWFLAKE INC | $0 | – | -25 | -100.0% | 0.00% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -5 | -100.0% | 0.00% | – |
| STIM | NEURONETICS INC | $687 | – | 100 | 0.0% | 0.00% | – | |
| NFLX | NETFLIX INC | $448 | – | 2 | 0.0% | 0.00% | – | |
| VUG | VANGUARD INDEX FDS | $4,262 | +6.6% | 20 | 0.0% | 0.00% | – | |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -25 | -100.0% | 0.00% | – |
| NIO | NIO INC | $1,706 | -43.1% | 175 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $4,218 | +40.6% | 379 | 0.0% | 0.00% | – | |
| DRAFTKINGS INC NEW | $4,556 | -24.1% | 400 | 0.0% | 0.00% | -100.0% | ||
| WAB | WABTEC | $1,597 | +59.7% | 16 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $2,826 | -5.8% | 18 | 0.0% | 0.00% | – | |
| EOI | EATON VANCE ENHANCED EQUITY | $5,226 | +4.5% | 350 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $2,730 | -9.0% | 288 | 0.0% | 0.00% | – | ||
| LAZR | LUMINAR TECHNOLOGIES INC | $495 | -50.5% | 100 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER L P | $2,647 | +32.4% | 223 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $2,405 | +20.2% | 17 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $23 | – | 15 | 0.0% | 0.00% | – | |
| ENVIROTECH VEHICLES INC | $1,384 | -53.9% | 650 | 0.0% | 0.00% | – | ||
| KYNDRYL HLDGS INC | $4,448 | +48.3% | 400 | 0.0% | 0.00% | – | ||
| VWO | Exit | VANGUARD INTL EQUITY INDEX F | $0 | – | -115 | -100.0% | 0.00% | – |
| ETN | EATON CORP PLC | $4,708 | +17.7% | 30 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $1,954 | -2.3% | 48 | 0.0% | 0.00% | – | |
| FSFG | FIRST SVGS FINL GROUP INC | $60 | – | 3 | 0.0% | 0.00% | – | |
| FMS | Sell | FRESENIUS MED CARE AG&CO KGA | $1,634 | -89.8% | 100 | -91.3% | 0.00% | -100.0% |
| GRWG | GROWGENERATION CORP | $4,312 | +7.8% | 1,100 | 0.0% | 0.00% | – | |
| ARKK | ARK ETF TR | $937 | -6.3% | 30 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,948 | -1.3% | 50 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $351 | – | 225 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $1,290 | -35.5% | 1,000 | 0.0% | 0.00% | – | |
| TD | New | TORONTO DOMINION BK ONT | $130 | – | 2 | +100.0% | 0.00% | – |
| TLRY | TILRAY BRANDS INC | $11 | – | 4 | 0.0% | 0.00% | – | |
| VEA | Exit | VANGUARD TAX-MANAGED FDS | $0 | – | -583 | -100.0% | -0.00% | – |
| JHX | Exit | JAMES HARDIE INDS PLC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -468 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -640 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -2,500 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TR | $0 | – | -400 | -100.0% | -0.00% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -14,075 | -100.0% | -0.03% | – |
| BSJM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -24,218 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.