$1.06 Million is the total value of ATWOOD & PALMER INC's 370 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| URI | Sell | UNITED RENTALS INC | $42,545,620 | +10.2% | 107,504 | -1.1% | 4.00% | +14.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $35,751,152 | -2.9% | 75,627 | -0.0% | 3.36% | +1.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $34,577,230 | +14.1% | 42,082 | +0.2% | 3.25% | +18.7% |
| CDW | Sell | CDW CORP | $32,758,881 | +8.8% | 168,089 | -0.3% | 3.08% | +13.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $32,390,567 | +3.9% | 56,198 | -0.7% | 3.04% | +8.1% |
| AMP | Sell | AMERIPRISE FINL INC | $32,066,880 | -1.7% | 104,623 | -0.1% | 3.02% | +2.3% |
| ON | Sell | ON SEMICONDUCTOR CORP | $30,908,637 | +0.4% | 375,469 | -23.9% | 2.91% | +4.5% |
| ABBV | Buy | ABBVIE INC | $29,655,671 | -0.6% | 186,081 | +0.8% | 2.79% | +3.5% |
| DHI | Buy | D R HORTON INC | $28,658,066 | +10.2% | 293,357 | +0.6% | 2.69% | +14.7% |
| HOLX | Buy | HOLOGIC INC | $27,254,967 | +8.1% | 337,732 | +0.2% | 2.56% | +12.5% |
| CSCO | Buy | CISCO SYS INC | $27,050,083 | +11.0% | 517,457 | +1.2% | 2.54% | +15.5% |
| AVDE | Buy | AMERICAN CENTY ETF TR | $26,615,331 | +8.3% | 466,690 | +1.0% | 2.50% | +12.7% |
| FITB | Buy | FIFTH THIRD BANCORP | $26,437,206 | +26.1% | 992,388 | +55.4% | 2.49% | +31.3% |
| GOOG | Buy | ALPHABET INC | $24,323,523 | +18.2% | 233,880 | +0.8% | 2.29% | +23.0% |
| MA | Sell | MASTERCARD INCORPORATED | $24,128,144 | +4.4% | 66,394 | -0.1% | 2.27% | +8.7% |
| JAAA | Buy | JANUS DETROIT STR TR | $23,252,442 | +0.8% | 469,651 | +0.3% | 2.19% | +4.9% |
| AAPL | Sell | APPLE INC | $23,195,364 | +25.7% | 140,663 | -0.9% | 2.18% | +30.8% |
| SONY | Sell | SONY GROUP CORPORATION | $22,781,919 | +18.7% | 251,317 | -0.1% | 2.14% | +23.5% |
| AMGN | Buy | AMGEN INC | $21,906,637 | -7.5% | 90,617 | +0.5% | 2.06% | -3.7% |
| GILD | Buy | GILEAD SCIENCES INC | $20,516,011 | -3.3% | 247,270 | +0.1% | 1.93% | +0.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $18,169,576 | +7.9% | 239,262 | +1.2% | 1.71% | +12.3% |
| APTV | Buy | APTIV PLC | $17,609,548 | +22.2% | 156,962 | +1.5% | 1.66% | +27.2% |
| Sell | JANUS DETROIT STR TR | $16,711,607 | +0.3% | 373,694 | -0.0% | 1.57% | +4.3% | |
| SHY | Buy | ISHARES TR | $16,567,975 | +2.2% | 201,655 | +1.0% | 1.56% | +6.4% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $15,890,552 | -19.1% | 125,024 | +0.5% | 1.49% | -15.8% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FD | $15,340,903 | +30.4% | 340,304 | +34.7% | 1.44% | +35.7% |
| Buy | AMERICAN CENTY ETF TR | $15,223,944 | +9.9% | 315,915 | +2.9% | 1.43% | +14.4% | |
| LDOS | Buy | LEIDOS HOLDINGS INC | $14,764,598 | -10.0% | 160,380 | +2.8% | 1.39% | -6.4% |
| TPYP | Buy | MANAGED PORTFOLIO SERIES | $14,542,463 | -0.8% | 597,963 | +0.7% | 1.37% | +3.2% |
| GNRC | Buy | GENERAC HLDGS INC | $14,501,362 | +11.8% | 134,259 | +4.2% | 1.36% | +16.3% |
| AVEM | Buy | AMERICAN CENTY ETF TR | $14,260,202 | +6.8% | 269,620 | +1.9% | 1.34% | +11.2% |
| GHYB | Buy | GOLDMAN SACHS ETF TR | $13,743,839 | +4.1% | 316,241 | +0.4% | 1.29% | +8.3% |
| LOW | Buy | LOWES COS INC | $13,308,001 | +1.8% | 66,550 | +1.4% | 1.25% | +5.9% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $13,114,874 | -16.1% | 58,559 | +4.2% | 1.23% | -12.7% |
| GSIE | Buy | GOLDMAN SACHS ETF TR | $13,100,810 | +7.9% | 425,213 | +0.8% | 1.23% | +12.3% |
| WMT | Buy | WALMART INC | $13,027,883 | +5.9% | 88,355 | +1.9% | 1.22% | +10.3% |
| IMTM | Buy | ISHARES TR | $11,926,889 | +5.9% | 369,038 | +1.0% | 1.12% | +10.1% |
| BIIB | Buy | BIOGEN INC | $11,312,467 | +0.5% | 40,688 | +0.1% | 1.06% | +4.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDS | $10,641,709 | +3.0% | 139,600 | +1.6% | 1.00% | +7.3% |
| GBIL | Buy | GOLDMAN SACHS ETF TR | $10,546,245 | +2.3% | 105,315 | +1.9% | 0.99% | +6.4% |
| VNLA | Sell | JANUS DETROIT STR TR | $10,413,041 | -0.9% | 218,074 | -1.7% | 0.98% | +3.1% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $10,415,022 | -1.5% | 53,073 | +4.6% | 0.98% | +2.5% |
| IGSB | Buy | ISHARES TR | $10,106,737 | +2.1% | 199,975 | +0.6% | 0.95% | +6.1% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INC | $10,035,626 | +35.7% | 1,187,648 | +3.1% | 0.94% | +41.1% |
| SHYG | Buy | ISHARES TR | $9,722,777 | +3.7% | 233,272 | +1.7% | 0.91% | +7.9% |
| GRMN | Buy | GARMIN LTD | $9,089,360 | +10.0% | 90,065 | +0.6% | 0.86% | +14.5% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $8,723,553 | -0.5% | 175,878 | -0.8% | 0.82% | +3.5% |
| AVDV | Buy | AMERICAN CENTY ETF TR | $8,037,199 | +11.1% | 137,435 | +5.1% | 0.76% | +15.6% |
| JMBS | Buy | JANUS DETROIT STR TR | $7,650,115 | +3.9% | 163,849 | +1.2% | 0.72% | +8.1% |
| BDX | Sell | BECTON DICKINSON & CO | $6,702,889 | -3.2% | 27,078 | -0.5% | 0.63% | +0.8% |
| GEM | Buy | GOLDMAN SACHS ETF TR | $6,462,470 | +5.8% | 217,080 | +0.7% | 0.61% | +10.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $6,277,336 | -1.4% | 46,769 | -0.3% | 0.59% | +2.6% |
| JKHY | Sell | HENRY JACK & ASSOC INC | $6,157,817 | -14.7% | 40,856 | -0.7% | 0.58% | -11.3% |
| VRP | Sell | INVESCO EXCH TRADED FD TR II | $5,437,960 | -3.3% | 245,506 | -2.2% | 0.51% | +0.6% |
| HD | Sell | HOME DEPOT INC | $5,346,690 | -7.4% | 18,117 | -0.9% | 0.50% | -3.6% |
| GSST | Buy | GOLDMAN SACHS ETF TR | $4,657,688 | +1.6% | 93,275 | +0.8% | 0.44% | +5.8% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $4,059,993 | -15.3% | 69,580 | -1.2% | 0.38% | -11.8% |
| JNJ | JOHNSON & JOHNSON | $3,767,120 | -12.3% | 24,304 | 0.0% | 0.35% | -8.8% | |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,730,385 | -1.4% | 158,369 | -2.4% | 0.35% | +2.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,708,329 | -3.9% | 24,940 | -2.1% | 0.35% | 0.0% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $3,136,636 | -1.2% | 139,691 | -2.7% | 0.30% | +2.8% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FD | $3,094,520 | +1.7% | 52,000 | +1.6% | 0.29% | +5.8% |
| ICSH | Buy | ISHARES TR | $2,884,200 | +3.5% | 57,397 | +3.1% | 0.27% | +7.5% |
| BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $2,488,317 | -0.2% | 110,690 | -1.8% | 0.23% | +4.0% |
| GOOGL | ALPHABET INC | $2,319,403 | +17.6% | 22,360 | 0.0% | 0.22% | +22.5% | |
| PEP | PEPSICO INC | $2,318,856 | +0.9% | 12,720 | 0.0% | 0.22% | +4.8% | |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $2,205,783 | -0.7% | 104,639 | -1.1% | 0.21% | +3.0% |
| CL | COLGATE PALMOLIVE CO | $2,021,535 | -4.6% | 26,900 | 0.0% | 0.19% | -1.0% | |
| XOM | Sell | EXXON MOBIL CORP | $1,914,116 | -3.5% | 17,455 | -3.0% | 0.18% | +0.6% |
| SPY | Sell | SPDR S&P 500 ETF TR | $1,557,729 | -22.3% | 3,805 | -27.4% | 0.15% | -19.3% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $1,514,848 | -2.6% | 73,572 | -3.1% | 0.14% | +0.7% |
| PAYX | PAYCHEX INC | $1,476,722 | -0.8% | 12,887 | 0.0% | 0.14% | +3.0% | |
| PFLD | Sell | ETF SER SOLUTIONS | $1,350,178 | +0.8% | 64,111 | -0.8% | 0.13% | +5.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,247,727 | -3.2% | 12,741 | -0.2% | 0.12% | +0.9% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $1,227,488 | +0.2% | 60,527 | -0.5% | 0.12% | +3.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,194,014 | -2.7% | 3,867 | -2.6% | 0.11% | +0.9% |
| HIW | HIGHWOODS PPTYS INC | $1,182,853 | -17.1% | 51,007 | 0.0% | 0.11% | -14.0% | |
| MSFT | Sell | MICROSOFT CORP | $1,058,926 | -21.5% | 3,673 | -34.7% | 0.10% | -18.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,057,493 | -11.5% | 4,750 | -5.0% | 0.10% | -8.3% |
| HTH | HILLTOP HOLDINGS INC | $982,077 | -1.1% | 33,100 | 0.0% | 0.09% | +2.2% | |
| JPM | JPMORGAN CHASE & CO | $976,674 | -2.8% | 7,495 | 0.0% | 0.09% | +1.1% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $915,031 | -5.8% | 13,202 | -2.2% | 0.09% | -2.3% |
| NEE | NEXTERA ENERGY INC | $853,045 | -7.8% | 11,067 | 0.0% | 0.08% | -4.8% | |
| MCD | MCDONALDS CORP | $841,627 | +6.1% | 3,010 | 0.0% | 0.08% | +9.7% | |
| AMZN | Buy | AMAZON COM INC | $807,728 | +23.6% | 7,820 | +0.5% | 0.08% | +28.8% |
| CVX | Sell | CHEVRON CORP NEW | $761,142 | -14.6% | 4,665 | -6.0% | 0.07% | -11.1% |
| PH | PARKER-HANNIFIN CORP | $756,248 | +15.5% | 2,250 | 0.0% | 0.07% | +20.3% | |
| CAT | CATERPILLAR INC | $734,119 | -4.5% | 3,208 | 0.0% | 0.07% | 0.0% | |
| PFE | PFIZER INC | $726,200 | -20.4% | 17,799 | 0.0% | 0.07% | -17.1% | |
| KO | COCA COLA CO | $707,577 | -2.5% | 11,407 | 0.0% | 0.07% | +1.5% | |
| DE | DEERE & CO | $717,586 | -3.7% | 1,738 | 0.0% | 0.07% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $642,341 | -7.0% | 4,900 | 0.0% | 0.06% | -3.2% | |
| USB | Sell | US BANCORP DEL | $638,013 | -27.4% | 17,698 | -12.2% | 0.06% | -24.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $614,629 | +7.1% | 1,237 | -1.6% | 0.06% | +11.5% |
| QCOM | QUALCOMM INC | $610,981 | +16.0% | 4,789 | 0.0% | 0.06% | +18.8% | |
| HTLF | HEARTLAND FINL USA INC | $598,762 | -17.7% | 15,609 | 0.0% | 0.06% | -15.2% | |
| NXPI | NXP SEMICONDUCTORS N V | $559,425 | +18.0% | 3,000 | 0.0% | 0.05% | +23.3% | |
| SAIA | SAIA INC | $544,160 | +29.8% | 2,000 | 0.0% | 0.05% | +34.2% | |
| PFF | Sell | ISHARES TR | $540,668 | -0.6% | 17,318 | -2.8% | 0.05% | +4.1% |
| AEP | AMERICAN ELEC PWR CO INC | $500,445 | -4.2% | 5,500 | 0.0% | 0.05% | 0.0% | |
| PM | Sell | PHILIP MORRIS INTL INC | $460,868 | -10.2% | 4,739 | -6.5% | 0.04% | -6.5% |
| WM | WASTE MGMT INC DEL | $441,702 | +4.0% | 2,707 | 0.0% | 0.04% | +10.5% | |
| IRM | IRON MTN INC DEL | $436,508 | +6.1% | 8,250 | 0.0% | 0.04% | +10.8% | |
| RF | REGIONS FINANCIAL CORP NEW | $389,760 | -13.9% | 21,000 | 0.0% | 0.04% | -9.8% | |
| CVS | CVS HEALTH CORP | $390,128 | -20.3% | 5,250 | 0.0% | 0.04% | -15.9% | |
| BAC | BANK AMERICA CORP | $372,401 | -13.6% | 13,021 | 0.0% | 0.04% | -10.3% | |
| ZTS | ZOETIS INC | $357,181 | +13.6% | 2,146 | 0.0% | 0.03% | +21.4% | |
| INTC | Sell | INTEL CORP | $364,924 | -96.1% | 11,170 | -96.8% | 0.03% | -95.9% |
| EMR | EMERSON ELEC CO | $348,560 | -9.3% | 4,000 | 0.0% | 0.03% | -5.7% | |
| TSLA | Buy | TESLA INC | $354,757 | +69.9% | 1,710 | +0.9% | 0.03% | +73.7% |
| WFC | Buy | WELLS FARGO CO NEW | $352,120 | +9.3% | 9,420 | +20.8% | 0.03% | +13.8% |
| ABT | ABBOTT LABS | $339,829 | -7.8% | 3,356 | 0.0% | 0.03% | -3.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $336,263 | +10.9% | 7,350 | 0.0% | 0.03% | +18.5% | |
| IWF | ISHARES TR | $322,760 | +14.0% | 1,321 | 0.0% | 0.03% | +15.4% | |
| OTIS | OTIS WORLDWIDE CORP | $322,830 | +7.8% | 3,825 | 0.0% | 0.03% | +11.1% | |
| ORCL | Sell | ORACLE CORP | $309,610 | -65.0% | 3,332 | -69.2% | 0.03% | -63.8% |
| IVV | ISHARES TR | $293,923 | +7.0% | 715 | 0.0% | 0.03% | +12.0% | |
| NVDA | Buy | NVIDIA CORPORATION | $300,188 | +96.0% | 1,081 | +3.1% | 0.03% | +100.0% |
| FXR | Sell | FIRST TR EXCHANGE TRADED FD | $300,526 | -69.6% | 5,410 | -71.8% | 0.03% | -68.5% |
| FBHS | FORTUNE BRANDS INNOVATIONS I | $281,904 | +2.8% | 4,800 | 0.0% | 0.03% | +8.0% | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $269,236 | +1.6% | 11,775 | 0.0% | 0.02% | +4.2% | |
| STPZ | PIMCO ETF TR | $270,512 | +2.3% | 5,300 | 0.0% | 0.02% | +4.2% | |
| VTI | VANGUARD INDEX FDS | $265,330 | +6.8% | 1,300 | 0.0% | 0.02% | +13.6% | |
| UNH | UNITEDHEALTH GROUP INC | $259,452 | -10.9% | 549 | 0.0% | 0.02% | -7.7% | |
| SRE | SEMPRA | $249,414 | -2.2% | 1,650 | 0.0% | 0.02% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $249,720 | -0.9% | 4,000 | 0.0% | 0.02% | 0.0% | |
| FB | META PLATFORMS INC | $240,552 | +76.1% | 1,135 | 0.0% | 0.02% | +91.7% | |
| MCO | MOODYS CORP | $244,816 | +9.8% | 800 | 0.0% | 0.02% | +15.0% | |
| HON | HONEYWELL INTL INC | $246,545 | -10.8% | 1,290 | 0.0% | 0.02% | -8.0% | |
| DXCM | DEXCOM INC | $232,360 | +2.6% | 2,000 | 0.0% | 0.02% | +10.0% | |
| FXD | Sell | FIRST TR EXCHANGE TRADED FD | $233,166 | -75.3% | 4,490 | -77.1% | 0.02% | -74.1% |
| LH | LABORATORY CORP AMER HLDGS | $229,420 | -2.6% | 1,000 | 0.0% | 0.02% | +4.8% | |
| EEM | ISHARES TR | $230,447 | +4.1% | 5,840 | 0.0% | 0.02% | +10.0% | |
| DIS | Sell | DISNEY WALT CO | $229,298 | -19.8% | 2,290 | -30.4% | 0.02% | -15.4% |
| IJS | ISHARES TR | $221,937 | +2.5% | 2,371 | 0.0% | 0.02% | +5.0% | |
| FTXG | New | FIRST TR EXCHANGE-TRADED FD | $226,330 | – | 8,420 | +100.0% | 0.02% | – |
| MO | ALTRIA GROUP INC | $214,533 | -2.4% | 4,808 | 0.0% | 0.02% | 0.0% | |
| FXZ | New | FIRST TR EXCHANGE TRADED FD | $216,536 | – | 3,315 | +100.0% | 0.02% | – |
| UMBF | Sell | UMB FINL CORP | $217,201 | -41.3% | 3,763 | -15.1% | 0.02% | -39.4% |
| C | CITIGROUP INC | $187,560 | +3.7% | 4,000 | 0.0% | 0.02% | +12.5% | |
| IWD | ISHARES TR | $187,889 | +0.4% | 1,234 | 0.0% | 0.02% | +5.9% | |
| ANET | ARISTA NETWORKS INC | $188,843 | +38.3% | 1,125 | 0.0% | 0.02% | +50.0% | |
| AVGO | BROADCOM INC | $188,613 | +14.7% | 294 | 0.0% | 0.02% | +20.0% | |
| TJX | Sell | TJX COS INC NEW | $188,064 | -12.5% | 2,400 | -11.1% | 0.02% | -5.3% |
| MDYG | SPDR SER TR | $177,555 | +4.7% | 2,594 | 0.0% | 0.02% | +13.3% | |
| FXL | Sell | FIRST TR EXCHANGE TRADED FD | $178,298 | -46.4% | 1,695 | -53.4% | 0.02% | -43.3% |
| IJT | ISHARES TR | $171,269 | +1.7% | 1,558 | 0.0% | 0.02% | +6.7% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $173,530 | -20.9% | 6,700 | -26.4% | 0.02% | -20.0% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $168,358 | -79.5% | 1,290 | -83.5% | 0.02% | -78.4% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FD | $171,532 | +53.7% | 4,595 | +68.6% | 0.02% | +60.0% |
| FLO | FLOWERS FOODS INC | $174,383 | -4.6% | 6,362 | 0.0% | 0.02% | -5.9% | |
| IJH | Buy | ISHARES TR | $155,100 | +100.4% | 620 | +93.8% | 0.02% | +114.3% |
| AXON | AXON ENTERPRISE INC | $157,395 | +35.5% | 700 | 0.0% | 0.02% | +50.0% | |
| ENR | ENERGIZER HLDGS INC NEW | $164,548 | +3.4% | 4,742 | 0.0% | 0.02% | +7.1% | |
| FTXN | Sell | FIRST TR EXCHANGE-TRADED FD | $154,404 | -87.0% | 5,725 | -86.5% | 0.02% | -86.1% |
| UNP | UNION PAC CORP | $150,543 | -2.8% | 748 | 0.0% | 0.01% | 0.0% | |
| ECL | ECOLAB INC | $143,515 | +13.7% | 867 | 0.0% | 0.01% | +18.2% | |
| DUK | DUKE ENERGY CORP NEW | $133,129 | -6.3% | 1,380 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $137,000 | +0.4% | 1,432 | 0.0% | 0.01% | +8.3% | |
| FTXL | New | FIRST TR EXCHANGE-TRADED FD | $138,694 | – | 2,140 | +100.0% | 0.01% | – |
| IEFA | ISHARES TR | $138,982 | +8.5% | 2,079 | 0.0% | 0.01% | +8.3% | |
| LLY | LILLY ELI & CO | $135,651 | -6.1% | 395 | 0.0% | 0.01% | 0.0% | |
| GIS | GENERAL MLS INC | $139,813 | +1.9% | 1,636 | 0.0% | 0.01% | +8.3% | |
| TT | TRANE TECHNOLOGIES PLC | $128,786 | +9.5% | 700 | 0.0% | 0.01% | +9.1% | |
| POST | POST HLDGS INC | $113,956 | -0.4% | 1,268 | 0.0% | 0.01% | +10.0% | |
| CW | Sell | CURTISS WRIGHT CORP | $112,807 | -5.5% | 640 | -10.5% | 0.01% | 0.0% |
| FXH | FIRST TR EXCHANGE TRADED FD | $117,208 | -1.1% | 1,090 | 0.0% | 0.01% | 0.0% | |
| ACGL | ARCH CAP GROUP LTD | $122,166 | +8.1% | 1,800 | 0.0% | 0.01% | +10.0% | |
| FISV | FISERV INC | $113,030 | +11.8% | 1,000 | 0.0% | 0.01% | +22.2% | |
| SLV | ISHARES SILVER TR | $122,213 | +0.5% | 5,525 | 0.0% | 0.01% | 0.0% | |
| CP | CANADIAN PAC RY LTD | $110,948 | +3.2% | 1,442 | 0.0% | 0.01% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $105,412 | +1.5% | 551 | 0.0% | 0.01% | +11.1% | |
| SEE | SEALED AIR CORP NEW | $110,184 | -8.0% | 2,400 | 0.0% | 0.01% | -9.1% | |
| AEE | AMEREN CORP | $103,668 | -2.8% | 1,200 | 0.0% | 0.01% | 0.0% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $103,369 | +1.2% | 5,395 | 0.0% | 0.01% | +11.1% | |
| ELY | TOPGOLF CALLAWAY BRANDS CORP | $108,100 | +9.5% | 5,000 | 0.0% | 0.01% | +11.1% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $109,692 | -8.9% | 2,460 | 0.0% | 0.01% | -9.1% | |
| EMN | EASTMAN CHEM CO | $92,774 | +3.6% | 1,100 | 0.0% | 0.01% | +12.5% | |
| AMT | AMERICAN TOWER CORP NEW | $92,567 | -3.5% | 453 | 0.0% | 0.01% | 0.0% | |
| IJR | Buy | ISHARES TR | $92,929 | +944.6% | 961 | +922.3% | 0.01% | +800.0% |
| EPC | EDGEWELL PERS CARE CO | $84,840 | +10.1% | 2,000 | 0.0% | 0.01% | +14.3% | |
| BP | BP PLC | $89,159 | +8.6% | 2,350 | 0.0% | 0.01% | +14.3% | |
| IVW | ISHARES TR | $76,674 | +9.2% | 1,200 | 0.0% | 0.01% | +16.7% | |
| MRNA | Sell | MODERNA INC | $76,790 | -71.5% | 500 | -66.7% | 0.01% | -70.8% |
| EW | EDWARDS LIFESCIENCES CORP | $75,450 | +10.9% | 912 | 0.0% | 0.01% | +16.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $77,780 | -56.1% | 2,000 | -55.6% | 0.01% | -56.2% |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71,708 | +20.1% | 485 | 0.0% | 0.01% | +40.0% | |
| ITW | ILLINOIS TOOL WKS INC | $77,174 | +10.5% | 317 | 0.0% | 0.01% | +16.7% | |
| RSP | Sell | INVESCO EXCHANGE TRADED FD T | $72,021 | -13.3% | 498 | -15.3% | 0.01% | -12.5% |
| DFS | DISCOVER FINL SVCS | $74,130 | +1.0% | 750 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $77,235 | +17.2% | 500 | 0.0% | 0.01% | +16.7% | |
| COP | CONOCOPHILLIPS | $66,273 | -15.9% | 668 | 0.0% | 0.01% | -14.3% | |
| FTXR | Sell | FIRST TR EXCHANGE-TRADED FD | $68,927 | -91.9% | 2,535 | -92.5% | 0.01% | -92.2% |
| New | LINDE PLC | $68,245 | – | 192 | +100.0% | 0.01% | – | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $63,587 | +14.5% | 165 | 0.0% | 0.01% | +20.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $63,674 | +0.6% | 75 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONIC PLC | $62,481 | +3.7% | 775 | 0.0% | 0.01% | +20.0% | |
| DOW | DOW INC | $60,302 | +8.8% | 1,100 | 0.0% | 0.01% | +20.0% | |
| IWN | ISHARES TR | $60,152 | -1.2% | 439 | 0.0% | 0.01% | 0.0% | |
| MRK | MERCK & CO INC | $59,047 | -4.1% | 555 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $51,870 | -7.4% | 1,500 | 0.0% | 0.01% | 0.0% | |
| BELLRING BRANDS INC | $54,638 | +32.6% | 1,607 | 0.0% | 0.01% | +25.0% | ||
| GENERAL ELECTRIC CO | $54,397 | +14.1% | 569 | 0.0% | 0.01% | +25.0% | ||
| D | DOMINION ENERGY INC | $55,910 | -8.8% | 1,000 | 0.0% | 0.01% | -16.7% | |
| MASTERBRAND INC | $38,592 | +6.5% | 4,800 | 0.0% | 0.00% | +33.3% | ||
| SQ | BLOCK INC | $41,190 | +9.2% | 600 | 0.0% | 0.00% | +33.3% | |
| TRV | TRAVELERS COMPANIES INC | $42,510 | -8.6% | 248 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $42,919 | -3.7% | 168 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $40,034 | -2.9% | 655 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TR | $41,883 | +8.9% | 460 | 0.0% | 0.00% | +33.3% | |
| IEMG | ISHARES INC | $38,691 | +4.5% | 793 | 0.0% | 0.00% | +33.3% | |
| CTVA | CORTEVA INC | $40,951 | +2.6% | 679 | 0.0% | 0.00% | 0.0% | |
| V | VISA INC | $45,092 | +8.5% | 200 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $41,411 | +29.5% | 351 | 0.0% | 0.00% | +33.3% | |
| SLQT | Sell | SELECTQUOTE INC | $39,583 | -73.0% | 18,241 | -91.6% | 0.00% | -69.2% |
| TOTL | SSGA ACTIVE ETF TR | $37,830 | +2.5% | 922 | 0.0% | 0.00% | +33.3% | |
| MDLZ | MONDELEZ INTL INC | $43,854 | +4.6% | 629 | 0.0% | 0.00% | 0.0% | |
| CB | CHUBB LIMITED | $44,662 | -12.0% | 230 | 0.0% | 0.00% | -20.0% | |
| SPSB | SPDR SER TR | $42,223 | +0.9% | 1,425 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $44,942 | +43.1% | 225 | 0.0% | 0.00% | +33.3% | |
| NKE | NIKE INC | $44,432 | +4.8% | 362 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $27,116 | -4.8% | 720 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $29,838 | +3.5% | 206 | 0.0% | 0.00% | 0.0% | |
| VLO | VALERO ENERGY CORP | $27,920 | +10.0% | 200 | 0.0% | 0.00% | +50.0% | |
| IEF | ISHARES TR | $29,736 | +3.5% | 300 | 0.0% | 0.00% | 0.0% | |
| BIL | SPDR SER TR | $36,728 | +0.4% | 400 | 0.0% | 0.00% | 0.0% | |
| EEFT | EURONET WORLDWIDE INC | $33,570 | +18.6% | 300 | 0.0% | 0.00% | 0.0% | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $32,490 | +2.3% | 600 | 0.0% | 0.00% | 0.0% | |
| EPM | EVOLUTION PETE CORP | $31,550 | -16.4% | 5,000 | 0.0% | 0.00% | 0.0% | |
| GTY | GETTY RLTY CORP NEW | $31,671 | +6.4% | 879 | 0.0% | 0.00% | 0.0% | |
| ESLT | ELBIT SYS LTD | $34,042 | +3.8% | 200 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $35,464 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PACW | PACWEST BANCORP DEL | $29,190 | -57.6% | 3,000 | 0.0% | 0.00% | -50.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $32,661 | -14.2% | 410 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $27,699 | +10.7% | 222 | 0.0% | 0.00% | +50.0% | |
| INVENTRUST PPTYS CORP | $34,539 | -1.1% | 1,476 | 0.0% | 0.00% | 0.0% | ||
| PXD | PIONEER NAT RES CO | $27,573 | -10.6% | 135 | 0.0% | 0.00% | 0.0% | |
| INTU | INTUIT | $28,979 | +14.5% | 65 | 0.0% | 0.00% | +50.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $30,397 | -4.9% | 448 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $33,910 | +21.0% | 701 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION | $31,758 | -5.0% | 126 | 0.0% | 0.00% | 0.0% | |
| NMRK | Buy | NEWMARK GROUP INC | $30,119 | +50.4% | 4,254 | +69.3% | 0.00% | +50.0% |
| DCPH | DECIPHERA PHARMACEUTICALS IN | $27,980 | -5.7% | 1,811 | 0.0% | 0.00% | 0.0% | |
| VHT | Sell | VANGUARD WORLD FDS | $28,854 | -60.3% | 121 | -58.7% | 0.00% | -57.1% |
| Sell | EMBECTA CORP | $37,049 | +10.2% | 1,318 | -0.8% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP | $20,500 | -0.6% | 500 | 0.0% | 0.00% | 0.0% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $16,437 | +6.9% | 1,057 | 0.0% | 0.00% | +100.0% | |
| MDRX | VERADIGM INC | $25,122 | -26.0% | 1,925 | 0.0% | 0.00% | -33.3% | |
| ALL | ALLSTATE CORP | $22,162 | -18.3% | 200 | 0.0% | 0.00% | 0.0% | |
| ANTM | ELEVANCE HEALTH INC | $17,013 | -10.4% | 37 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $21,636 | -22.8% | 600 | 0.0% | 0.00% | -33.3% | |
| AZO | AUTOZONE INC | $24,582 | -0.3% | 10 | 0.0% | 0.00% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $16,132 | -0.2% | 355 | 0.0% | 0.00% | +100.0% | |
| HRB | BLOCK H & R INC | $20,093 | -3.5% | 570 | 0.0% | 0.00% | 0.0% | |
| CI | THE CIGNA GROUP | $16,610 | -22.9% | 65 | 0.0% | 0.00% | 0.0% | |
| CAH | CARDINAL HEALTH INC | $18,649 | -1.8% | 247 | 0.0% | 0.00% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $18,792 | +23.1% | 11 | 0.0% | 0.00% | +100.0% | |
| CODI | COMPASS DIVERSIFIED | $19,080 | +4.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLC | $25,909 | +1.7% | 143 | 0.0% | 0.00% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $19,642 | -6.0% | 6,100 | 0.0% | 0.00% | 0.0% | ||
| FSLR | FIRST SOLAR INC | $16,313 | +45.2% | 75 | 0.0% | 0.00% | +100.0% | |
| GFL | New | GFL ENVIRONMENTAL INC | $17,220 | – | 500 | +100.0% | 0.00% | – |
| GS | GOLDMAN SACHS GROUP INC | $25,188 | -4.7% | 77 | 0.0% | 0.00% | 0.0% | |
| ISEE | IVERIC BIO INC | $18,248 | +13.6% | 750 | 0.0% | 0.00% | +100.0% | |
| MS | MORGAN STANLEY | $25,462 | +3.3% | 290 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $24,322 | +11.0% | 85 | 0.0% | 0.00% | 0.0% | |
| PLMR | PALOMAR HLDGS INC | $24,840 | +22.2% | 450 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22,445 | -11.4% | 302 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC | $24,163 | +16.9% | 145 | 0.0% | 0.00% | 0.0% | |
| SHELL PLC | $18,643 | +1.0% | 324 | 0.0% | 0.00% | 0.0% | ||
| SDY | SPDR SER TR | $24,742 | -1.1% | 200 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $18,855 | -8.2% | 384 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $17,356 | -4.7% | 155 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $16,889 | -3.4% | 519 | 0.0% | 0.00% | 0.0% | |
| SBUX | Buy | STARBUCKS CORP | $21,555 | +8.6% | 207 | +3.5% | 0.00% | 0.0% |
| TNL | TRAVEL PLUS LEISURE CO | $19,600 | +7.7% | 500 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDS | $17,404 | +1.4% | 113 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $22,565 | +7.0% | 60 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD INDEX FDS | $17,929 | +3.5% | 85 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INC | $6,208 | +11.6% | 32 | 0.0% | 0.00% | 0.0% | |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $6,102 | -16.5% | 200 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $8,378 | -3.1% | 200 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $12,086 | +16.7% | 350 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $11,474 | -17.0% | 501 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $13,086 | -10.5% | 150 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,681 | +69.2% | 50 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,762 | +9.3% | 25 | 0.0% | 0.00% | – | |
| PFLT | PENNANTPARK FLOATING RATE CA | $6,791 | -3.4% | 640 | 0.0% | 0.00% | 0.0% | |
| VCR | VANGUARD WORLD FDS | $7,577 | +15.3% | 30 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEW | $7,744 | +70.0% | 400 | 0.0% | 0.00% | – | ||
| VGT | VANGUARD WORLD FDS | $15,419 | +20.7% | 40 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $6,165 | -21.4% | 500 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORPORATION | $11,134 | +16.8% | 39 | 0.0% | 0.00% | 0.0% | |
| RIG | TRANSOCEAN LTD | $15,900 | +39.5% | 2,500 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC | $11,291 | -10.3% | 175 | 0.0% | 0.00% | 0.0% | |
| VB | VANGUARD INDEX FDS | $15,165 | +3.3% | 80 | 0.0% | 0.00% | 0.0% | |
| HPK | HIGHPEAK ENERGY INC | $7,475 | +0.6% | 325 | 0.0% | 0.00% | 0.0% | |
| CORR | CORENERGY INFRASTRUCTURE TR | $10,624 | -38.8% | 8,300 | 0.0% | 0.00% | -50.0% | |
| TGT | TARGET CORP | $10,104 | +11.1% | 61 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $8,200 | -22.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TXN | TEXAS INSTRS INC | $9,301 | +12.6% | 50 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $8,476 | -0.2% | 120 | 0.0% | 0.00% | 0.0% | |
| INCO | COLUMBIA ETF TR II | $14,656 | -2.1% | 330 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $11,784 | -1.8% | 400 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $6,730 | -22.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $8,813 | -0.4% | 100 | 0.0% | 0.00% | 0.0% | |
| NTAP | NETAPP INC | $11,174 | +6.3% | 175 | 0.0% | 0.00% | 0.0% | |
| MMM | 3M CO | $11,983 | -12.3% | 114 | 0.0% | 0.00% | 0.0% | |
| CME | CME GROUP INC | $6,704 | +13.9% | 35 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $9,271 | -19.9% | 160 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $7,717 | +7.1% | 27 | 0.0% | 0.00% | 0.0% | |
| SHAK | SHAKE SHACK INC | $11,098 | +33.6% | 200 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $12,440 | +45.5% | 100 | 0.0% | 0.00% | 0.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $15,504 | – | 189 | +100.0% | 0.00% | – | |
| BLK | BLACKROCK INC | $6,692 | -5.6% | 10 | 0.0% | 0.00% | 0.0% | |
| BRP | Buy | BRP GROUP INC | $11,203 | +35.0% | 440 | +33.3% | 0.00% | 0.0% |
| AZN | ASTRAZENECA PLC | $13,882 | +2.4% | 200 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $11,751 | -1.1% | 643 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $10,730 | +10.3% | 75 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $5,904 | +32.7% | 400 | 0.0% | 0.00% | – | ||
| MMC | MARSH & MCLENNAN COS INC | $6,496 | +0.7% | 39 | 0.0% | 0.00% | 0.0% | |
| IFV | FIRST TR EXCHANGE-TRADED FD | $7,586 | +3.1% | 440 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FD | $11,628 | +0.6% | 75 | 0.0% | 0.00% | 0.0% | |
| ULTA | Sell | ULTA BEAUTY INC | $13,642 | -27.3% | 25 | -37.5% | 0.00% | -50.0% |
| PENN | PENN ENTERTAINMENT INC | $5,932 | -0.1% | 200 | 0.0% | 0.00% | 0.0% | |
| UNFI | Sell | UNITED NAT FOODS INC | $9,223 | -99.9% | 350 | -99.9% | 0.00% | -99.9% |
| ARKK | ARK ETF TR | $1,211 | +29.2% | 30 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORP | $3,149 | +58.1% | 70 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC | $2,935 | +13.9% | 10 | 0.0% | 0.00% | – | |
| NFLX | NETFLIX INC | $525 | +17.2% | 2 | 0.0% | 0.00% | – | |
| NIO | NIO INC | $1,840 | +7.9% | 175 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $2,719 | -3.8% | 18 | 0.0% | 0.00% | – | |
| CRM | SALESFORCE INC | $2,997 | +50.7% | 15 | 0.0% | 0.00% | – | |
| XLV | SELECT SECTOR SPDR TR | $3,366 | -4.7% | 26 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $649 | +31.1% | 100 | 0.0% | 0.00% | – | |
| LXU | LSB INDS INC | $4,370 | -22.3% | 423 | 0.0% | 0.00% | -100.0% | |
| KHC | KRAFT HEINZ CO | $1,857 | -5.0% | 48 | 0.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO | $361 | +4.3% | 10 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $185 | -47.3% | 225 | 0.0% | 0.00% | – | |
| HT | New | HERSHA HOSPITALITY TR | $3,024 | – | 450 | +100.0% | 0.00% | – |
| GRWG | Sell | GROWGENERATION CORP | $1,710 | -60.3% | 500 | -54.5% | 0.00% | – |
| DDD | 3-D SYS CORP DEL | $536 | +44.9% | 50 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC | $11 | 0.0% | 4 | 0.0% | 0.00% | – | |
| TD | TORONTO DOMINION BK ONT | $120 | -7.7% | 2 | 0.0% | 0.00% | – | |
| TRIB | TRINITY BIOTECH PLC | $94 | -5.1% | 100 | 0.0% | 0.00% | – | |
| FMS | FRESENIUS MED CARE AG&CO KGA | $2,126 | +30.1% | 100 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC | $2,492 | -4.7% | 42 | 0.0% | 0.00% | – | |
| FSFG | FIRST SVGS FINL GROUP INC | $49 | -18.3% | 3 | 0.0% | 0.00% | – | |
| ENVIROTECH VEHICLES INC | $2,048 | +48.0% | 650 | 0.0% | 0.00% | – | ||
| ET | ENERGY TRANSFER L P | $2,781 | +5.1% | 223 | 0.0% | 0.00% | – | |
| VT | VANGUARD INTL EQUITY INDEX F | $86 | +7.5% | 1 | 0.0% | 0.00% | – | |
| EOI | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -350 | -100.0% | 0.00% | – |
| VUG | VANGUARD INDEX FDS | $4,989 | +17.1% | 20 | 0.0% | 0.00% | – | |
| CMI | CUMMINS INC | $4,300 | -1.4% | 18 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $3,646 | -13.6% | 379 | 0.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $5,181 | -8.9% | 66 | 0.0% | 0.00% | -100.0% | ||
| WAB | WABTEC | $1,617 | +1.3% | 16 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INC | $1,130 | -2.5% | 5 | 0.0% | 0.00% | – | |
| WHR | WHIRLPOOL CORP | $2,245 | -6.7% | 17 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $20 | -13.0% | 15 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $34 | -22.7% | 19 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $2,087 | +8.5% | 21 | 0.0% | 0.00% | – | |
| ETN | EATON CORP PLC | $5,141 | +9.2% | 30 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $1,015 | -13.9% | 23 | 0.0% | 0.00% | – | |
| SAM | BOSTON BEER INC | $337 | 0.0% | 1 | 0.0% | 0.00% | – | |
| GMDA | GAMIDA CELL LTD | $810 | -37.2% | 1,000 | 0.0% | 0.00% | – | |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $507 | – | 5 | +100.0% | 0.00% | – |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -288 | -100.0% | 0.00% | – | |
| PSX | PHILLIPS 66 | $102 | -1.9% | 1 | 0.0% | 0.00% | – | |
| NOC | Sell | NORTHROP GRUMMAN CORP | $4,618 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
| STIM | NEURONETICS INC | $291 | -57.6% | 100 | 0.0% | 0.00% | – | |
| RM | REGIONAL MGMT CORP | $5,218 | -7.1% | 200 | 0.0% | 0.00% | -100.0% | |
| FLRN | Exit | SPDR SER TR | $0 | – | -330 | -100.0% | -0.00% | – |
| RVT | Exit | ROYCE VALUE TR INC | $0 | – | -1,200 | -100.0% | -0.00% | – |
| VCV | Exit | INVESCO CALIF VALUE MUN INCO | $0 | – | -2,052 | -100.0% | -0.00% | – |
| T | Exit | AT&T INC | $0 | – | -1,192 | -100.0% | -0.00% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -1,400 | -100.0% | -0.00% | – |
| BIF | Exit | SRH TOTAL RETURN FUND INC | $0 | – | -1,568 | -100.0% | -0.00% | – |
| CII | Exit | BLACKROCK ENHANCD CAP & INM | $0 | – | -1,300 | -100.0% | -0.00% | – |
| GRX | Exit | GABELLI HLTHCARE & WELLNESS | $0 | – | -3,700 | -100.0% | -0.00% | – |
| ETY | Exit | EATON VANCE TAX-MANAGED DIVE | $0 | – | -3,500 | -100.0% | -0.00% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -3,700 | -100.0% | -0.00% | – |
| Exit | NUVEEN MULTI ASSET INCOME FU | $0 | – | -3,110 | -100.0% | -0.00% | – | |
| EXG | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -4,050 | -100.0% | -0.00% | – |
| GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -5,286 | -100.0% | -0.00% | – |
| CHW | Exit | CALAMOS GBL DYN INCOME FUND | $0 | – | -5,500 | -100.0% | -0.00% | – |
| XAR | Exit | SPDR SER TR | $0 | – | -388 | -100.0% | -0.00% | – |
| VFH | Exit | VANGUARD WORLD FDS | $0 | – | -495 | -100.0% | -0.00% | – |
| ETG | Exit | EATON VANCE TX ADV GLBL DIV | $0 | – | -3,200 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -1,050 | -100.0% | -0.01% | – |
| MUC | Exit | BLACKROCK MUNIHLDNGS CALI QL | $0 | – | -4,914 | -100.0% | -0.01% | – |
| XLK | Exit | SELECT SECTOR SPDR TR | $0 | – | -402 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -192 | -100.0% | -0.01% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS | $0 | – | -615 | -100.0% | -0.01% | – |
| UTF | Exit | COHEN & STEERS INFRASTRUCTUR | $0 | – | -3,304 | -100.0% | -0.01% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| NLOK | Exit | GEN DIGITAL INC | $0 | – | -395,790 | -100.0% | -0.77% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VI | $0 | – | -1,682,525 | -100.0% | -3.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.