$1.14 Billion is the total value of ATWOOD & PALMER INC's 425 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 13.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
REGN | Sell | REGENERON PHARMACEUTICALS | $37,300,786 | +14.2% | 45,325 | -0.3% | 3.27% | +11.9% |
URI | Sell | UNITED RENTALS INC | $35,414,263 | -10.5% | 79,660 | -10.3% | 3.10% | -12.2% |
JAAA | Buy | JANUS DETROIT STR TR | $35,315,605 | +47.3% | 701,681 | +45.9% | 3.10% | +44.4% |
SHY | Buy | ISHARES TR | $34,274,763 | +101.9% | 423,302 | +102.2% | 3.00% | +97.9% |
ON | Sell | ON SEMICONDUCTOR CORP | $32,131,825 | -10.3% | 345,689 | -8.7% | 2.82% | -12.1% |
GOOG | Buy | ALPHABET INC | $31,820,023 | +9.4% | 241,335 | +0.4% | 2.79% | +7.2% |
CDW | Sell | CDW CORP | $31,700,346 | +1.8% | 157,119 | -7.4% | 2.78% | -0.2% |
AMP | Sell | AMERIPRISE FINL INC | $31,405,407 | -10.8% | 95,260 | -10.1% | 2.75% | -12.5% |
AVDE | Buy | AMERICAN CENTY ETF TR | $29,245,634 | +2.7% | 525,528 | +5.9% | 2.56% | +0.7% |
DHI | Sell | D R HORTON INC | $28,887,636 | -19.7% | 268,797 | -9.0% | 2.53% | -21.3% |
ABBV | Buy | ABBVIE INC | $28,284,976 | +10.9% | 189,756 | +0.3% | 2.48% | +8.7% |
LMT | Sell | LOCKHEED MARTIN CORP | $28,229,282 | -12.2% | 69,027 | -1.1% | 2.47% | -13.9% |
CSCO | Sell | CISCO SYS INC | $27,412,752 | +1.5% | 509,910 | -2.3% | 2.40% | -0.5% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $27,212,977 | -7.9% | 53,763 | -5.1% | 2.38% | -9.8% |
GBIL | Buy | GOLDMAN SACHS ETF TR | $26,201,290 | +130.9% | 261,725 | +130.8% | 2.30% | +126.3% |
MA | Sell | MASTERCARD INCORPORATED | $25,596,661 | -2.4% | 64,653 | -3.0% | 2.24% | -4.3% |
AVEM | Buy | AMERICAN CENTY ETF TR | $25,524,889 | +51.1% | 483,518 | +54.0% | 2.24% | +48.0% |
GILD | Buy | GILEAD SCIENCES INC | $25,325,541 | -2.4% | 337,944 | +0.4% | 2.22% | -4.4% |
HOLX | Buy | HOLOGIC INC | $23,835,772 | -14.1% | 343,455 | +0.2% | 2.09% | -15.8% |
FITB | Sell | FIFTH THIRD BANCORP | $23,031,634 | -11.8% | 909,263 | -8.7% | 2.02% | -13.5% |
IGSB | Buy | ISHARES TR | $21,987,986 | +114.1% | 441,260 | +115.5% | 1.93% | +109.7% |
AAPL | Buy | APPLE INC | $21,766,306 | -11.6% | 127,132 | +0.1% | 1.91% | -13.4% |
SONY | Buy | SONY GROUP CORP | $21,137,124 | -8.5% | 256,487 | +0.0% | 1.85% | -10.3% |
PYPL | Sell | PAYPAL HLDGS INC | $21,003,056 | -12.5% | 359,272 | -0.2% | 1.84% | -14.3% |
PLTR | Buy | PALANTIR TECHNOLOGIES INC | $19,418,096 | +4.4% | 1,213,631 | +0.1% | 1.70% | +2.3% |
VCSH | Buy | VANGUARD SCOTTSDALE FDS | $18,358,018 | +70.9% | 244,285 | +72.1% | 1.61% | +67.4% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $18,193,757 | -0.9% | 52,320 | +0.3% | 1.60% | -2.9% |
IBTI | New | ISHARES TR | $17,022,453 | – | 789,905 | +100.0% | 1.49% | – |
Buy | AMERICAN CENTY ETF TR | $16,944,115 | +0.9% | 351,958 | +1.9% | 1.48% | -1.2% | |
IBTJ | New | ISHARES TR | $16,595,040 | – | 790,240 | +100.0% | 1.46% | – |
APTV | Buy | APTIV PLC | $16,165,934 | +0.3% | 163,971 | +3.8% | 1.42% | -1.7% |
GNRC | Buy | GENERAC HLDGS INC | $15,508,488 | -26.5% | 142,332 | +0.6% | 1.36% | -27.9% |
GHYB | Buy | GOLDMAN SACHS ETF TR | $15,463,928 | +10.9% | 367,346 | +13.1% | 1.36% | +8.7% |
PNC | Sell | PNC FINL SVCS GROUP INC | $15,329,862 | -2.8% | 124,867 | -0.3% | 1.34% | -4.7% |
LDOS | Buy | LEIDOS HOLDINGS INC | $15,103,196 | +5.1% | 163,880 | +0.9% | 1.32% | +3.0% |
IBTK | New | ISHARES TR | $15,065,663 | – | 797,125 | +100.0% | 1.32% | – |
TPYP | Buy | MANAGED PORTFOLIO SERIES | $14,817,265 | -0.6% | 606,023 | +0.3% | 1.30% | -2.6% |
WMT | Buy | WALMART INC | $14,649,041 | +2.0% | 91,597 | +0.2% | 1.28% | -0.1% |
Sell | JANUS DETROIT STR TR | $14,290,197 | -18.3% | 300,846 | -21.0% | 1.25% | -19.9% | |
FV | Sell | FIRST TR EXCHANGE-TRADED FD | $13,862,171 | -11.7% | 312,916 | -6.5% | 1.22% | -13.5% |
LOW | Sell | LOWES COS INC | $13,641,784 | -10.8% | 65,636 | -3.1% | 1.20% | -12.5% |
UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $13,454,851 | +3.3% | 59,569 | +1.0% | 1.18% | +1.2% |
GSIE | Sell | GOLDMAN SACHS ETF TR | $12,277,758 | -6.6% | 408,850 | -2.5% | 1.08% | -8.5% |
SHYG | Buy | ISHARES TR | $11,403,058 | +16.2% | 277,920 | +17.4% | 1.00% | +14.0% |
IMTM | Sell | ISHARES TR | $11,212,020 | -7.2% | 356,163 | -2.1% | 0.98% | -9.0% |
BIIB | Sell | BIOGEN INC | $10,700,852 | -9.9% | 41,636 | -0.2% | 0.94% | -11.7% |
AVDV | Buy | AMERICAN CENTY ETF TR | $9,749,461 | +3.9% | 168,530 | +3.4% | 0.86% | +1.9% |
GRMN | Buy | GARMIN LTD | $9,619,751 | +1.4% | 91,443 | +0.6% | 0.84% | -0.6% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $9,437,806 | -10.1% | 54,203 | +1.0% | 0.83% | -11.9% |
BDX | Sell | BECTON DICKINSON & CO | $6,989,359 | -2.5% | 27,035 | -0.4% | 0.61% | -4.4% |
JKHY | HENRY JACK & ASSOC INC | $6,174,976 | -9.7% | 40,856 | 0.0% | 0.54% | -11.5% | |
KMB | Sell | KIMBERLY-CLARK CORP | $5,586,533 | -13.1% | 46,227 | -0.7% | 0.49% | -14.8% |
HD | HOME DEPOT INC | $5,553,701 | -2.7% | 18,380 | 0.0% | 0.49% | -4.7% | |
JNJ | JOHNSON & JOHNSON | $3,863,846 | -5.9% | 24,808 | 0.0% | 0.34% | -7.6% | |
CBSH | COMMERCE BANCSHARES INC | $3,437,744 | -1.5% | 71,650 | 0.0% | 0.30% | -3.5% | |
PG | Sell | PROCTER AND GAMBLE CO | $3,422,605 | -10.5% | 23,465 | -6.9% | 0.30% | -12.3% |
GOOGL | ALPHABET INC | $3,004,546 | +9.3% | 22,960 | 0.0% | 0.26% | +6.9% | |
GSST | Sell | GOLDMAN SACHS ETF TR | $2,644,323 | -47.2% | 52,950 | -47.3% | 0.23% | -48.2% |
GEM | Sell | GOLDMAN SACHS ETF TR | $2,401,166 | -62.6% | 83,766 | -60.9% | 0.21% | -63.4% |
PEP | PEPSICO INC | $2,214,581 | -8.5% | 13,070 | 0.0% | 0.19% | -10.6% | |
XOM | EXXON MOBIL CORP | $2,117,028 | +9.6% | 18,005 | 0.0% | 0.19% | +7.5% | |
CL | COLGATE PALMOLIVE CO | $1,923,526 | -7.7% | 27,050 | 0.0% | 0.17% | -9.1% | |
AMGN | AMGEN INC | $1,665,775 | +21.1% | 6,198 | 0.0% | 0.15% | +18.7% | |
MSFT | Buy | MICROSOFT CORP | $1,622,324 | -6.4% | 5,138 | +1.0% | 0.14% | -8.4% |
PAYX | PAYCHEX INC | $1,486,258 | +3.1% | 12,887 | 0.0% | 0.13% | +0.8% | |
SPY | Sell | SPDR S&P 500 ETF TR | $1,474,806 | -15.8% | 3,450 | -12.7% | 0.13% | -17.8% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,375,629 | -0.9% | 3,927 | -3.6% | 0.12% | -2.4% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETF | $1,319,535 | -84.6% | 26,550 | -84.7% | 0.12% | -84.9% |
SRPT | SAREPTA THERAPEUTICS INC | $1,278,508 | +5.9% | 10,547 | 0.0% | 0.11% | +3.7% | |
ADP | AUTOMATIC DATA PROCESSING IN | $1,112,683 | +9.5% | 4,625 | 0.0% | 0.10% | +7.7% | |
VSLU | New | ETF OPPORTUNITIES TRUST | $1,106,717 | – | 41,280 | +100.0% | 0.10% | – |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $1,109,669 | -64.7% | 18,675 | -64.7% | 0.10% | -65.5% |
JPM | Sell | JPMORGAN CHASE & CO | $1,079,674 | -6.6% | 7,445 | -6.3% | 0.10% | -7.8% |
AMZN | AMAZON COM INC | $1,047,469 | -2.5% | 8,240 | 0.0% | 0.09% | -4.2% | |
HIW | HIGHWOODS PPTYS INC | $1,051,255 | -13.8% | 51,007 | 0.0% | 0.09% | -15.6% | |
VNLA | Sell | JANUS DETROIT STR TR | $1,040,553 | -89.2% | 21,692 | -89.2% | 0.09% | -89.4% |
RTX | RTX CORPORATION | $987,249 | -26.5% | 13,718 | 0.0% | 0.09% | -27.5% | |
ITOT | ISHARES TR | $965,542 | -3.7% | 10,251 | 0.0% | 0.08% | -5.6% | |
IVV | ISHARES TR | $968,795 | -3.7% | 2,256 | 0.0% | 0.08% | -5.6% | |
COST | COSTCO WHSL CORP NEW | $961,562 | +4.9% | 1,702 | 0.0% | 0.08% | +2.4% | |
HTH | HILLTOP HOLDINGS INC | $938,716 | -9.9% | 33,100 | 0.0% | 0.08% | -11.8% | |
SHV | ISHARES TR | $918,669 | +0.0% | 8,316 | 0.0% | 0.08% | -1.2% | |
PH | PARKER-HANNIFIN CORP | $876,420 | -0.1% | 2,250 | 0.0% | 0.08% | -1.3% | |
ICSH | Sell | ISHARES TR | $877,973 | -70.0% | 17,427 | -70.1% | 0.08% | -70.6% |
CAT | Sell | CATERPILLAR INC | $862,134 | +9.2% | 3,158 | -1.6% | 0.08% | +7.0% |
MCD | MCDONALDS CORP | $860,132 | -11.7% | 3,265 | 0.0% | 0.08% | -13.8% | |
CVX | CHEVRON CORP NEW | $786,613 | +7.2% | 4,665 | 0.0% | 0.07% | +4.5% | |
BMY | BRISTOL-MYERS SQUIBB CO | $766,245 | -9.2% | 13,202 | 0.0% | 0.07% | -11.8% | |
IWF | Sell | ISHARES TR | $768,180 | -28.2% | 2,888 | -25.7% | 0.07% | -30.2% |
PFE | Buy | PFIZER INC | $693,220 | -2.6% | 20,899 | +7.7% | 0.06% | -4.7% |
IBM | INTERNATIONAL BUSINESS MACHS | $687,470 | +4.9% | 4,900 | 0.0% | 0.06% | +1.7% | |
KO | COCA COLA CO | $683,348 | -7.0% | 12,207 | 0.0% | 0.06% | -9.1% | |
JMBS | Sell | JANUS DETROIT STR TR | $679,145 | -91.1% | 15,649 | -90.6% | 0.06% | -91.2% |
DE | DEERE & CO | $655,887 | -6.9% | 1,738 | 0.0% | 0.06% | -9.5% | |
NEE | NEXTERA ENERGY INC | $611,399 | -22.8% | 10,672 | 0.0% | 0.05% | -23.9% | |
NXPI | NXP SEMICONDUCTORS N V | $599,760 | -2.3% | 3,000 | 0.0% | 0.05% | -3.6% | |
SAIA | Sell | SAIA INC | $597,975 | -12.7% | 1,500 | -25.0% | 0.05% | -14.8% |
USB | US BANCORP DEL | $595,014 | +0.1% | 17,998 | 0.0% | 0.05% | -1.9% | |
JPST | Buy | J P MORGAN EXCHANGE TRADED F | $533,163 | +93.3% | 10,625 | +93.2% | 0.05% | +88.0% |
QCOM | QUALCOMM INC | $530,201 | -6.7% | 4,774 | 0.0% | 0.05% | -9.8% | |
IRM | IRON MTN INC DEL | $490,463 | +4.6% | 8,250 | 0.0% | 0.04% | +2.4% | |
NVDA | NVIDIA CORPORATION | $464,441 | +2.8% | 1,068 | 0.0% | 0.04% | +2.5% | |
EMR | EMERSON ELEC CO | $439,635 | +6.8% | 4,553 | 0.0% | 0.04% | +5.4% | |
TSLA | TESLA INC | $432,381 | -4.4% | 1,728 | 0.0% | 0.04% | -5.0% | |
PM | PHILIP MORRIS INTL INC | $438,737 | -5.2% | 4,739 | 0.0% | 0.04% | -7.3% | |
UNH | UNITEDHEALTH GROUP INC | $437,637 | +4.9% | 868 | 0.0% | 0.04% | +2.7% | |
CARR | CARRIER GLOBAL CORPORATION | $427,800 | +11.0% | 7,750 | 0.0% | 0.04% | +8.8% | |
HTLF | Sell | HEARTLAND FINL USA INC | $427,000 | -1.8% | 14,509 | -7.0% | 0.04% | -5.1% |
AEP | AMERICAN ELEC PWR CO INC | $413,710 | -10.7% | 5,500 | 0.0% | 0.04% | -12.2% | |
WM | WASTE MGMT INC DEL | $412,656 | -12.1% | 2,707 | 0.0% | 0.04% | -14.3% | |
INTC | Sell | INTEL CORP | $385,718 | +3.3% | 10,850 | -2.9% | 0.03% | +3.0% |
WFC | WELLS FARGO CO NEW | $384,902 | -4.3% | 9,420 | 0.0% | 0.03% | -5.6% | |
ZTS | ZOETIS INC | $377,363 | +1.0% | 2,169 | 0.0% | 0.03% | 0.0% | |
CVS | CVS HEALTH CORP | $366,555 | +1.0% | 5,250 | 0.0% | 0.03% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $361,200 | -3.5% | 21,000 | 0.0% | 0.03% | -3.0% | |
BAC | BANK AMERICA CORP | $356,515 | -4.6% | 13,021 | 0.0% | 0.03% | -6.1% | |
ORCL | ORACLE CORP | $356,209 | -11.1% | 3,363 | 0.0% | 0.03% | -13.9% | |
FB | Sell | META PLATFORMS INC | $341,039 | +2.4% | 1,136 | -2.2% | 0.03% | 0.0% |
FBHS | FORTUNE BRANDS INNOVATIONS I | $315,649 | -13.6% | 5,078 | 0.0% | 0.03% | -15.2% | |
ABT | ABBOTT LABS | $325,029 | -11.2% | 3,356 | 0.0% | 0.03% | -15.2% | |
OTIS | OTIS WORLDWIDE CORP | $323,248 | -9.8% | 4,025 | 0.0% | 0.03% | -12.5% | |
AVGO | Sell | BROADCOM INC | $294,856 | -10.5% | 355 | -6.6% | 0.03% | -10.3% |
VRP | Sell | INVESCO EXCH TRADED FD TR II | $294,330 | -93.9% | 13,157 | -93.9% | 0.03% | -93.9% |
VTI | VANGUARD INDEX FDS | $276,133 | -3.6% | 1,300 | 0.0% | 0.02% | -7.7% | |
OXY | OCCIDENTAL PETE CORP | $259,520 | +10.3% | 4,000 | 0.0% | 0.02% | +9.5% | |
IJH | ISHARES TR | $261,569 | -4.6% | 1,049 | 0.0% | 0.02% | -8.0% | |
STPZ | Sell | PIMCO ETF TR | $245,441 | -7.9% | 4,900 | -7.5% | 0.02% | -8.3% |
MCO | MOODYS CORP | $252,936 | -9.1% | 800 | 0.0% | 0.02% | -12.0% | |
MDY | SPDR S&P MIDCAP 400 ETF TR | $239,508 | -4.7% | 525 | 0.0% | 0.02% | -4.5% | |
HON | HONEYWELL INTL INC | $239,608 | -11.0% | 1,297 | 0.0% | 0.02% | -12.5% | |
UMBF | Buy | UMB FINL CORP | $234,425 | +2.3% | 3,778 | +0.4% | 0.02% | +5.0% |
SRE | Buy | SEMPRA | $224,499 | -6.5% | 3,300 | +100.0% | 0.02% | -4.8% |
ECL | ECOLAB INC | $222,084 | -9.3% | 1,311 | 0.0% | 0.02% | -13.6% | |
LLY | ELI LILLY & CO | $212,167 | +14.5% | 395 | 0.0% | 0.02% | +11.8% | |
TJX | TJX COS INC NEW | $213,312 | +4.8% | 2,400 | 0.0% | 0.02% | +5.6% | |
SDY | SPDR SER TR | $201,268 | -6.2% | 1,750 | 0.0% | 0.02% | -5.3% | |
MO | ALTRIA GROUP INC | $202,177 | -7.2% | 4,808 | 0.0% | 0.02% | -5.3% | |
LH | LABORATORY CORP AMER HLDGS | $201,050 | -16.7% | 1,000 | 0.0% | 0.02% | -18.2% | |
UNP | UNION PAC CORP | $206,074 | -0.5% | 1,012 | 0.0% | 0.02% | -5.3% | |
ANET | ARISTA NETWORKS INC | $209,865 | +13.5% | 1,141 | 0.0% | 0.02% | +5.9% | |
EEM | Sell | ISHARES TR | $193,166 | -14.6% | 5,090 | -10.9% | 0.02% | -15.0% |
DIS | DISNEY WALT CO | $191,522 | -9.2% | 2,363 | 0.0% | 0.02% | -10.5% | |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $193,927 | -11.5% | 1,215 | -9.7% | 0.02% | -15.0% |
FXR | Sell | FIRST TR EXCHANGE TRADED FD | $182,054 | -6.9% | 3,170 | -2.6% | 0.02% | -5.9% |
IWD | ISHARES TR | $187,346 | -3.8% | 1,234 | 0.0% | 0.02% | -5.9% | |
EPD | ENTERPRISE PRODS PARTNERS L | $183,379 | +3.9% | 6,700 | 0.0% | 0.02% | 0.0% | |
CANADIAN PACIFIC KANSAS CITY | $178,510 | -7.9% | 2,399 | 0.0% | 0.02% | -5.9% | ||
V | VISA INC | $166,758 | -3.1% | 725 | 0.0% | 0.02% | 0.0% | |
FXD | Sell | FIRST TR EXCHANGE TRADED FD | $169,354 | -10.2% | 3,320 | -2.8% | 0.02% | -11.8% |
IEFA | ISHARES TR | $158,527 | -4.7% | 2,464 | 0.0% | 0.01% | -6.7% | |
SPYV | SPDR SER TR | $155,344 | -4.5% | 3,765 | 0.0% | 0.01% | -6.7% | |
BSJP | Sell | INVESCO EXCH TRD SLF IDX FD | $150,527 | -93.9% | 6,696 | -93.9% | 0.01% | -94.1% |
ACGL | ARCH CAP GROUP LTD | $143,478 | +6.5% | 1,800 | 0.0% | 0.01% | +8.3% | |
COP | Sell | CONOCOPHILLIPS | $145,917 | +11.1% | 1,218 | -3.9% | 0.01% | +8.3% |
FTXL | Sell | FIRST TR EXCHANGE-TRADED FD | $135,599 | -8.9% | 2,005 | -4.1% | 0.01% | -7.7% |
BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $141,694 | -95.4% | 6,302 | -95.4% | 0.01% | -95.7% |
FLO | FLOWERS FOODS INC | $141,110 | -10.9% | 6,362 | 0.0% | 0.01% | -14.3% | |
AXON | AXON ENTERPRISE INC | $139,293 | +2.0% | 700 | 0.0% | 0.01% | 0.0% | |
TT | TRANE TECHNOLOGIES PLC | $142,037 | +6.1% | 700 | 0.0% | 0.01% | 0.0% | |
ENR | Sell | ENERGIZER HLDGS INC NEW | $119,894 | -24.7% | 3,742 | -21.1% | 0.01% | -21.4% |
CW | CURTISS WRIGHT CORP | $125,204 | +6.5% | 640 | 0.0% | 0.01% | 0.0% | |
DHR | DANAHER CORPORATION | $130,749 | +3.4% | 527 | 0.0% | 0.01% | 0.0% | |
FTXG | Sell | FIRST TR EXCHANGE-TRADED FD | $120,176 | -11.9% | 5,075 | -2.5% | 0.01% | -8.3% |
AJG | GALLAGHER ARTHUR J & CO | $125,590 | +3.8% | 551 | 0.0% | 0.01% | 0.0% | |
ED | CONSOLIDATED EDISON INC | $122,479 | -5.4% | 1,432 | 0.0% | 0.01% | -8.3% | |
DUK | DUKE ENERGY CORP NEW | $121,799 | -1.6% | 1,380 | 0.0% | 0.01% | 0.0% | |
PFF | Sell | ISHARES TR | $109,596 | -72.9% | 3,635 | -72.2% | 0.01% | -72.2% |
FXL | Sell | FIRST TR EXCHANGE TRADED FD | $119,481 | -11.6% | 1,075 | -8.5% | 0.01% | -16.7% |
FISV | FISERV INC | $112,960 | -10.5% | 1,000 | 0.0% | 0.01% | -9.1% | |
IJS | Sell | ISHARES TR | $113,432 | -49.7% | 1,271 | -46.4% | 0.01% | -50.0% |
SLV | ISHARES SILVER TR | $112,379 | -2.6% | 5,525 | 0.0% | 0.01% | 0.0% | |
POST | POST HLDGS INC | $108,719 | -1.1% | 1,268 | 0.0% | 0.01% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FD | $105,905 | -10.3% | 1,090 | 0.0% | 0.01% | -18.2% | |
TRV | TRAVELERS COMPANIES INC | $93,577 | -6.0% | 573 | 0.0% | 0.01% | -11.1% | |
AEE | AMEREN CORP | $89,796 | -8.4% | 1,200 | 0.0% | 0.01% | -11.1% | |
BP | BP PLC | $90,992 | +9.7% | 2,350 | 0.0% | 0.01% | +14.3% | |
IJR | ISHARES TR | $90,652 | -5.3% | 961 | 0.0% | 0.01% | -11.1% | |
ADBE | Sell | ADOBE INC | $91,273 | -1.2% | 179 | -5.3% | 0.01% | 0.0% |
IWN | ISHARES TR | $86,617 | -3.7% | 639 | 0.0% | 0.01% | 0.0% | |
EFSC | ENTERPRISE FINL SVCS CORP | $92,250 | -4.1% | 2,460 | 0.0% | 0.01% | -11.1% | |
BSJQ | Sell | INVESCO EXCH TRD SLF IDX FD | $95,046 | -62.2% | 4,200 | -61.9% | 0.01% | -63.6% |
BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $74,857 | -96.5% | 3,526 | -96.5% | 0.01% | -96.3% |
SEE | SEALED AIR CORP NEW | $78,864 | -17.8% | 2,400 | 0.0% | 0.01% | -22.2% | |
IWM | ISHARES TR | $84,836 | -5.6% | 480 | 0.0% | 0.01% | -12.5% | |
EMN | EASTMAN CHEM CO | $84,392 | -8.4% | 1,100 | 0.0% | 0.01% | -12.5% | |
VZ | VERIZON COMMUNICATIONS INC | $79,956 | -12.9% | 2,467 | 0.0% | 0.01% | -12.5% | |
AMT | AMERICAN TOWER CORP NEW | $76,634 | -15.2% | 466 | 0.0% | 0.01% | -12.5% | |
RSP | Sell | INVESCO EXCHANGE TRADED FD T | $63,478 | -14.8% | 448 | -10.0% | 0.01% | -14.3% |
ITW | ILLINOIS TOOL WKS INC | $73,009 | -7.9% | 317 | 0.0% | 0.01% | -14.3% | |
LINDE PLC | $64,045 | -2.3% | 172 | 0.0% | 0.01% | 0.0% | ||
BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $64,111 | -94.6% | 3,188 | -94.6% | 0.01% | -94.3% |
BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $62,961 | -95.8% | 3,046 | -95.8% | 0.01% | -95.5% |
BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $68,400 | -98.1% | 2,910 | -98.1% | 0.01% | -98.1% |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $69,004 | -51.9% | 475 | -51.3% | 0.01% | -53.8% |
IWO | ISHARES TR | $63,211 | -7.6% | 282 | 0.0% | 0.01% | 0.0% | |
IJT | Sell | ISHARES TR | $72,152 | -59.7% | 658 | -57.8% | 0.01% | -62.5% |
GENERAL ELECTRIC CO | $62,903 | +0.6% | 569 | 0.0% | 0.01% | 0.0% | ||
BELLRING BRANDS INC | $66,257 | +12.6% | 1,607 | 0.0% | 0.01% | +20.0% | ||
EW | EDWARDS LIFESCIENCES CORP | $63,184 | -26.6% | 912 | 0.0% | 0.01% | -25.0% | |
DOW | DOW INC | $65,739 | -3.2% | 1,275 | 0.0% | 0.01% | 0.0% | |
ELY | TOPGOLF CALLAWAY BRANDS CORP | $69,200 | -30.3% | 5,000 | 0.0% | 0.01% | -33.3% | |
PANW | PALO ALTO NETWORKS INC | $64,003 | -8.2% | 273 | 0.0% | 0.01% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $68,165 | -4.9% | 75 | 0.0% | 0.01% | 0.0% | |
DFS | DISCOVER FINL SVCS | $64,973 | -25.9% | 750 | 0.0% | 0.01% | -25.0% | |
MDT | MEDTRONIC PLC | $60,729 | -11.1% | 775 | 0.0% | 0.01% | -16.7% | |
SPSM | SPDR SER TR | $59,446 | -5.0% | 1,611 | 0.0% | 0.01% | -16.7% | |
MRNA | Buy | MODERNA INC | $51,749 | -14.8% | 501 | +0.2% | 0.01% | 0.0% |
CRM | SALESFORCE INC | $54,143 | -4.0% | 267 | 0.0% | 0.01% | 0.0% | |
MASTERBRAND INC | $61,698 | +4.5% | 5,078 | 0.0% | 0.01% | 0.0% | ||
MRK | MERCK & CO INC | $59,711 | -10.8% | 580 | 0.0% | 0.01% | -16.7% | |
GIS | Sell | GENERAL MLS INC | $54,392 | -69.0% | 850 | -62.8% | 0.01% | -68.8% |
CB | CHUBB LIMITED | $47,882 | +8.1% | 230 | 0.0% | 0.00% | 0.0% | |
IWP | ISHARES TR | $42,021 | -5.5% | 460 | 0.0% | 0.00% | 0.0% | |
D | DOMINION ENERGY INC | $44,670 | -13.7% | 1,000 | 0.0% | 0.00% | -20.0% | |
ISRG | INTUITIVE SURGICAL INC | $49,105 | -14.5% | 168 | 0.0% | 0.00% | -20.0% | |
MDLZ | MONDELEZ INTL INC | $43,653 | -4.9% | 629 | 0.0% | 0.00% | 0.0% | |
SPSB | SPDR SER TR | $41,781 | -0.4% | 1,425 | 0.0% | 0.00% | 0.0% | |
DXCM | Sell | DEXCOM INC | $46,650 | -63.7% | 500 | -50.0% | 0.00% | -63.6% |
TCBI | New | TEXAS CAP BANCSHARES INC | $47,120 | – | 800 | +100.0% | 0.00% | – |
INVENTRUST PPTYS CORP | $35,144 | +2.9% | 1,476 | 0.0% | 0.00% | 0.0% | ||
New | FORTREA HLDGS INC | $28,590 | – | 1,000 | +100.0% | 0.00% | – | |
INTU | INTUIT | $33,212 | +11.5% | 65 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC | $34,738 | -10.7% | 679 | 0.0% | 0.00% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $30,923 | -0.2% | 410 | 0.0% | 0.00% | 0.0% | |
TOTL | SSGA ACTIVE ETF TR | $35,636 | -4.7% | 922 | 0.0% | 0.00% | 0.0% | |
ITCI | INTRA-CELLULAR THERAPIES INC | $31,254 | -17.7% | 600 | 0.0% | 0.00% | 0.0% | |
TYL | TYLER TECHNOLOGIES INC | $38,614 | -7.3% | 100 | 0.0% | 0.00% | -25.0% | |
ESLT | ELBIT SYS LTD | $39,596 | -5.3% | 200 | 0.0% | 0.00% | -25.0% | |
FTXR | FIRST TR EXCHANGE-TRADED FD | $38,933 | -5.6% | 1,385 | 0.0% | 0.00% | -25.0% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $33,360 | -21.9% | 1,500 | 0.0% | 0.00% | -25.0% | |
PWR | Buy | QUANTA SVCS INC | $33,299 | +16.9% | 178 | +22.8% | 0.00% | 0.0% |
WH | WYNDHAM HOTELS & RESORTS INC | $31,154 | +1.4% | 448 | 0.0% | 0.00% | 0.0% | |
TMUS | T-MOBILE US INC | $38,094 | +0.8% | 272 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC | $30,480 | +1.9% | 12 | 0.0% | 0.00% | 0.0% | |
NKE | NIKE INC | $34,643 | -13.4% | 362 | 0.0% | 0.00% | -25.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $34,606 | -10.9% | 351 | 0.0% | 0.00% | 0.0% | |
EPM | EVOLUTION PETE CORP | $34,200 | -15.2% | 5,000 | 0.0% | 0.00% | -25.0% | |
SLB | SCHLUMBERGER LTD | $29,675 | +18.7% | 509 | 0.0% | 0.00% | +50.0% | |
EVRG | EVERGY INC | $33,209 | -13.2% | 655 | 0.0% | 0.00% | 0.0% | |
IEMG | ISHARES INC | $37,739 | -3.4% | 793 | 0.0% | 0.00% | 0.0% | |
PXD | PIONEER NAT RES CO | $30,990 | +10.8% | 135 | 0.0% | 0.00% | 0.0% | |
NUE | Sell | NUCOR CORP | $31,270 | -61.9% | 200 | -60.0% | 0.00% | -57.1% |
BIL | SPDR SER TR | $36,728 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
DIGITAL WORLD ACQUISITION CO | $29,890 | +88.5% | 6,100 | 0.0% | 0.00% | +200.0% | ||
EPC | Sell | EDGEWELL PERS CARE CO | $36,960 | -55.3% | 1,000 | -50.0% | 0.00% | -57.1% |
GS | GOLDMAN SACHS GROUP INC | $24,915 | +0.3% | 77 | 0.0% | 0.00% | 0.0% | |
GTY | GETTY RLTY CORP NEW | $24,375 | -18.0% | 879 | 0.0% | 0.00% | -33.3% | |
FTXN | FIRST TR EXCHANGE-TRADED FD | $20,428 | +14.1% | 680 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES TR | $27,477 | -5.2% | 300 | 0.0% | 0.00% | -33.3% | |
EEFT | EURONET WORLDWIDE INC | $23,814 | -32.4% | 300 | 0.0% | 0.00% | -33.3% | |
Sell | EMBECTA CORP | $18,662 | -34.4% | 1,240 | -5.9% | 0.00% | -33.3% | |
DEO | DIAGEO PLC | $21,333 | -14.0% | 143 | 0.0% | 0.00% | 0.0% | |
DCPH | DECIPHERA PHARMACEUTICALS IN | $23,036 | -9.7% | 1,811 | 0.0% | 0.00% | 0.0% | |
CCI | CROWN CASTLE INC | $18,406 | -19.2% | 200 | 0.0% | 0.00% | 0.0% | |
MS | MORGAN STANLEY | $23,685 | -4.4% | 290 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC | $23,141 | -7.2% | 85 | 0.0% | 0.00% | 0.0% | |
NMRK | NEWMARK GROUP INC | $27,354 | +3.4% | 4,254 | 0.0% | 0.00% | 0.0% | |
NVO | New | NOVO-NORDISK A S | $22,735 | – | 250 | +100.0% | 0.00% | – |
OGE | OGE ENERGY CORP | $23,998 | -7.2% | 720 | 0.0% | 0.00% | 0.0% | |
OXYWS | OCCIDENTAL PETE CORP | $21,625 | +15.9% | 500 | 0.0% | 0.00% | 0.0% | |
INCO | COLUMBIA ETF TR II | $17,467 | +1.0% | 330 | 0.0% | 0.00% | 0.0% | |
PLMR | PALOMAR HLDGS INC | $22,838 | -12.6% | 450 | 0.0% | 0.00% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $20,151 | -14.4% | 11 | 0.0% | 0.00% | 0.0% | |
CAH | CARDINAL HEALTH INC | $21,445 | -8.2% | 247 | 0.0% | 0.00% | 0.0% | |
PLD | PROLOGIS INC. | $24,911 | -8.5% | 222 | 0.0% | 0.00% | 0.0% | |
CI | THE CIGNA GROUP | $18,595 | +2.0% | 65 | 0.0% | 0.00% | 0.0% | |
HRB | BLOCK H & R INC | $24,545 | +35.1% | 570 | 0.0% | 0.00% | 0.0% | |
SLQT | SELECTQUOTE INC | $21,342 | -40.0% | 18,241 | 0.0% | 0.00% | -33.3% | |
SBUX | STARBUCKS CORP | $26,834 | -7.9% | 294 | 0.0% | 0.00% | -33.3% | |
TSCO | New | TRACTOR SUPPLY CO | $17,463 | – | 86 | +100.0% | 0.00% | – |
TNL | TRAVEL PLUS LEISURE CO | $18,365 | -8.9% | 500 | 0.0% | 0.00% | 0.0% | |
APA | APA CORPORATION | $24,660 | +20.3% | 600 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $28,342 | +20.8% | 200 | 0.0% | 0.00% | 0.0% | |
VIG | VANGUARD SPECIALIZED FUNDS | $17,558 | -4.3% | 113 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD WORLD FDS | $28,448 | -4.0% | 121 | 0.0% | 0.00% | -33.3% | |
VOO | VANGUARD INDEX FDS | $23,562 | -3.6% | 60 | 0.0% | 0.00% | 0.0% | |
ALL | ALLSTATE CORP | $22,282 | +2.2% | 200 | 0.0% | 0.00% | 0.0% | |
MDRX | VERADIGM INC | $25,295 | +4.3% | 1,925 | 0.0% | 0.00% | 0.0% | |
ADX | ADAMS DIVERSIFIED EQUITY FD | $17,589 | -1.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
RIG | TRANSOCEAN LTD | $20,525 | +17.1% | 2,500 | 0.0% | 0.00% | 0.0% | |
NTRS | NORTHERN TR CORP | $6,948 | -6.3% | 100 | 0.0% | 0.00% | 0.0% | |
FBT | FIRST TR EXCHANGE-TRADED FD | $10,977 | -4.4% | 75 | 0.0% | 0.00% | 0.0% | |
CONSTELLATION ENERGY CORP | $7,200 | +19.1% | 66 | 0.0% | 0.00% | 0.0% | ||
BK | BANK NEW YORK MELLON CORP | $15,141 | -4.2% | 355 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $7,732 | -3.7% | 50 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $13,432 | +10.0% | 175 | 0.0% | 0.00% | 0.0% | |
ARCC | ARES CAPITAL CORP | $12,520 | +3.6% | 643 | 0.0% | 0.00% | 0.0% | |
KYNDRYL HLDGS INC | $6,040 | +13.7% | 400 | 0.0% | 0.00% | – | ||
ULTA | ULTA BEAUTY INC | $9,987 | -15.1% | 25 | 0.0% | 0.00% | 0.0% | |
BRP | BRP GROUP INC | $14,635 | -6.3% | 630 | 0.0% | 0.00% | 0.0% | |
SHAK | SHAKE SHACK INC | $11,614 | -25.3% | 200 | 0.0% | 0.00% | 0.0% | |
SPG | SIMON PPTY GROUP INC NEW | $16,745 | -6.5% | 155 | 0.0% | 0.00% | -50.0% | |
UPS | UNITED PARCEL SERVICE INC | $8,106 | -13.0% | 52 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $9,297 | -7.2% | 246 | 0.0% | 0.00% | 0.0% | |
GE HEALTHCARE TECHNOLOGIES I | $12,860 | -16.2% | 189 | 0.0% | 0.00% | 0.0% | ||
ANTM | ELEVANCE HEALTH INC | $16,111 | -2.0% | 37 | 0.0% | 0.00% | 0.0% | |
CORR | CORENERGY INFRASTRUCTURE TR | $6,640 | -28.6% | 8,300 | 0.0% | 0.00% | 0.0% | |
NTAP | NETAPP INC | $13,279 | -0.7% | 175 | 0.0% | 0.00% | 0.0% | |
MNKD | MANNKIND CORP | $8,260 | +1.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
VOOG | VANGUARD ADMIRAL FDS INC | $6,171 | -2.9% | 25 | 0.0% | 0.00% | 0.0% | |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $7,207 | -68.5% | 100 | -66.9% | 0.00% | -50.0% |
VCR | VANGUARD WORLD FDS | $8,082 | -4.9% | 30 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $7,422 | +1.2% | 39 | 0.0% | 0.00% | 0.0% | |
VGT | VANGUARD WORLD FDS | $16,596 | -6.2% | 40 | 0.0% | 0.00% | -50.0% | |
F | FORD MTR CO DEL | $9,315 | -17.9% | 750 | 0.0% | 0.00% | 0.0% | |
GFL | GFL ENVIRONMENTAL INC | $15,880 | -18.1% | 500 | 0.0% | 0.00% | -50.0% | |
LUV | SOUTHWEST AIRLS CO | $14,050 | -25.2% | 519 | 0.0% | 0.00% | -50.0% | |
Sell | SHELL PLC | $14,937 | -23.7% | 232 | -28.4% | 0.00% | -50.0% | |
PFLT | PENNANTPARK FLOATING RATE CA | $6,823 | +0.1% | 640 | 0.0% | 0.00% | 0.0% | |
PGR | PROGRESSIVE CORP | $10,448 | +5.2% | 75 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $10,740 | -7.9% | 400 | 0.0% | 0.00% | 0.0% | |
DEI | DOUGLAS EMMETT INC | $6,380 | +1.5% | 500 | 0.0% | 0.00% | 0.0% | |
SYK | STRYKER CORPORATION | $10,658 | -10.4% | 39 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $10,066 | +11.3% | 160 | 0.0% | 0.00% | 0.0% | |
FBIZ | FIRST BUSINESS FINL SVCS INC | $6,002 | +1.8% | 200 | 0.0% | 0.00% | 0.0% | |
BX | New | BLACKSTONE INC | $10,714 | – | 100 | +100.0% | 0.00% | – |
BLK | BLACKROCK INC | $6,465 | -6.5% | 10 | 0.0% | 0.00% | 0.0% | |
TGT | TARGET CORP | $6,745 | -16.2% | 61 | 0.0% | 0.00% | 0.0% | |
CME | CME GROUP INC | $7,008 | +8.0% | 35 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $12,120 | -15.0% | 75 | 0.0% | 0.00% | 0.0% | |
TXN | TEXAS INSTRS INC | $7,951 | -11.7% | 50 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC | $9,377 | +15.5% | 120 | 0.0% | 0.00% | 0.0% | |
ABNB | Buy | AIRBNB INC | $13,996 | +9.2% | 102 | +2.0% | 0.00% | 0.0% |
DRAFTKINGS INC NEW | $11,776 | +10.8% | 400 | 0.0% | 0.00% | 0.0% | ||
AZN | ASTRAZENECA PLC | $13,544 | -5.4% | 200 | 0.0% | 0.00% | 0.0% | |
ACN | ACCENTURE PLC IRELAND | $8,292 | -0.5% | 27 | 0.0% | 0.00% | 0.0% | |
ETN | EATON CORP PLC | $6,399 | +6.1% | 30 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $14,222 | +5.7% | 150 | 0.0% | 0.00% | 0.0% | |
MMM | 3M CO | $10,673 | -6.5% | 114 | 0.0% | 0.00% | 0.0% | |
PACW | PACWEST BANCORP DEL | $7,910 | -2.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
CMCSA | COMCAST CORP NEW | $15,298 | +6.7% | 345 | 0.0% | 0.00% | 0.0% | |
NOC | NORTHROP GRUMMAN CORP | $13,206 | -3.4% | 30 | 0.0% | 0.00% | 0.0% | |
UL | UNILEVER PLC | $2,075 | -5.3% | 42 | 0.0% | 0.00% | – | |
IFV | Sell | FIRST TR EXCHANGE-TRADED FD | $2,928 | -63.2% | 165 | -62.5% | 0.00% | -100.0% |
UNFI | Sell | UNITED NAT FOODS INC | $3,606 | -47.3% | 255 | -27.1% | 0.00% | -100.0% |
APPN | New | APPIAN CORP | $229 | – | 5 | +100.0% | 0.00% | – |
VFC | Sell | V F CORP | $3,534 | -73.6% | 200 | -71.5% | 0.00% | -100.0% |
VT | VANGUARD INTL EQUITY INDEX F | $88 | -4.3% | 1 | 0.0% | 0.00% | – | |
VUG | VANGUARD INDEX FDS | $5,447 | -3.8% | 20 | 0.0% | 0.00% | -100.0% | |
AMH | AMERICAN HOMES 4 RENT | $2,460 | -4.9% | 73 | 0.0% | 0.00% | – | |
FCX | FREEPORT-MCMORAN INC | $3,953 | -6.8% | 106 | 0.0% | 0.00% | – | |
AXP | AMERICAN EXPRESS CO | $2,686 | -14.3% | 18 | 0.0% | 0.00% | – | |
VTRS | VIATRIS INC | $5,197 | -1.2% | 527 | 0.0% | 0.00% | – | |
IP | INTERNATIONAL PAPER CO | $355 | +11.3% | 10 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,701 | -3.1% | 16 | 0.0% | 0.00% | – | |
FMS | FRESENIUS MED CARE AG&CO KGA | $2,154 | -10.0% | 100 | 0.0% | 0.00% | – | |
GWW | GRAINGER W W INC | $4,152 | -12.3% | 6 | 0.0% | 0.00% | – | |
New | ALLBIRDS INC | $1,110 | – | 1,000 | +100.0% | 0.00% | – | |
WEX | New | WEX INC | $377 | – | 2 | +100.0% | 0.00% | – |
WHR | WHIRLPOOL CORP | $2,273 | -10.2% | 17 | 0.0% | 0.00% | – | |
WING | New | WINGSTOP INC | $360 | – | 2 | +100.0% | 0.00% | – |
WKHS | WORKHORSE GROUP INC | $7 | -50.0% | 15 | 0.0% | 0.00% | – | |
FUBO | New | FUBOTV INC | $14 | – | 5 | +100.0% | 0.00% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS IN | $350 | – | 5 | +100.0% | 0.00% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $3,085 | – | 30 | +100.0% | 0.00% | – |
JCI | JOHNSON CTLS INTL PLC | $5,534 | -21.9% | 104 | 0.0% | 0.00% | -100.0% | |
INO | INOVIO PHARMACEUTICALS INC | $88 | -12.9% | 225 | 0.0% | 0.00% | – | |
HUBS | New | HUBSPOT INC | $493 | – | 1 | +100.0% | 0.00% | – |
CMI | CUMMINS INC | $4,113 | -6.8% | 18 | 0.0% | 0.00% | – | |
MTCH | New | MATCH GROUP INC NEW | $118 | – | 3 | +100.0% | 0.00% | – |
CRWD | New | CROWDSTRIKE HLDGS INC | $503 | – | 3 | +100.0% | 0.00% | – |
OKTA | New | OKTA INC | $82 | – | 1 | +100.0% | 0.00% | – |
STZ | CONSTELLATION BRANDS INC | $1,257 | +2.1% | 5 | 0.0% | 0.00% | – | |
GMED | New | GLOBUS MED INC | $249 | – | 5 | +100.0% | 0.00% | – |
CGNX | New | COGNEX CORP | $170 | – | 4 | +100.0% | 0.00% | – |
LXU | LSB INDS INC | $4,328 | +3.9% | 423 | 0.0% | 0.00% | – | |
HPK | HIGHPEAK ENERGY INC | $5,486 | +55.1% | 325 | 0.0% | 0.00% | – | |
CHWY | New | CHEWY INC | $92 | – | 5 | +100.0% | 0.00% | – |
CHGG | New | CHEGG INC | $45 | – | 5 | +100.0% | 0.00% | – |
PENN | PENN ENTERTAINMENT INC | $4,590 | -4.5% | 200 | 0.0% | 0.00% | – | |
GMDA | GAMIDA CELL LTD | $1,030 | -46.6% | 1,000 | 0.0% | 0.00% | – | |
CFFN | CAPITOL FED FINL INC | $4,770 | -22.7% | 1,000 | 0.0% | 0.00% | -100.0% | |
PSX | PHILLIPS 66 | $121 | +26.0% | 1 | 0.0% | 0.00% | – | |
CGC | CANOPY GROWTH CORP | $15 | +87.5% | 19 | 0.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO | $1,615 | -5.2% | 48 | 0.0% | 0.00% | – | |
FVRR | New | FIVERR INTL LTD | $74 | – | 3 | +100.0% | 0.00% | – |
New | ODDITY TECH LTD | $2,127 | – | 75 | +100.0% | 0.00% | – | |
RDFN | New | REDFIN CORP | $36 | – | 5 | +100.0% | 0.00% | – |
CHRW | C H ROBINSON WORLDWIDE INC | $1,809 | -8.7% | 21 | 0.0% | 0.00% | – | |
RM | REGIONAL MGMT CORP | $5,536 | -9.2% | 200 | 0.0% | 0.00% | -100.0% | |
SAM | BOSTON BEER INC | $399 | +26.3% | 1 | 0.0% | 0.00% | – | |
RBLX | Buy | ROBLOX CORP | $2,172 | -23.0% | 75 | +7.1% | 0.00% | – |
ROK | ROCKWELL AUTOMATION INC | $2,859 | -13.2% | 10 | 0.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC | $2,558 | -8.9% | 7 | 0.0% | 0.00% | – | |
WIX | New | WIX COM LTD | $184 | – | 2 | +100.0% | 0.00% | – |
EQT | EQT CORP | $3,612 | -1.3% | 89 | 0.0% | 0.00% | – | |
PFLD | Sell | ETF SER SOLUTIONS | $2,538 | -99.8% | 122 | -99.8% | 0.00% | -100.0% |
BYND | New | BEYOND MEAT INC | $29 | – | 3 | +100.0% | 0.00% | – |
ET | ENERGY TRANSFER L P | $3,129 | +10.4% | 223 | 0.0% | 0.00% | – | |
ENVIROTECH VEHICLES INC | $1,027 | -24.8% | 650 | 0.0% | 0.00% | – | ||
EQIX | EQUINIX INC | $2,179 | -7.4% | 3 | 0.0% | 0.00% | – | |
ETSY | New | ETSY INC | $194 | – | 3 | +100.0% | 0.00% | – |
XLV | Exit | SELECT SECTOR SPDR TR | $0 | – | -26 | -100.0% | 0.00% | – |
ARKK | ARK ETF TR | $1,191 | -10.1% | 30 | 0.0% | 0.00% | – | |
SNBR | New | SLEEP NUMBER CORP | $50 | – | 2 | +100.0% | 0.00% | – |
HT | Exit | HERSHA HOSPITALITY TR | $0 | – | -450 | -100.0% | 0.00% | – |
SPR | SPIRIT AEROSYSTEMS HLDGS INC | $5,649 | -44.7% | 350 | 0.0% | 0.00% | -100.0% | |
SPLK | SPLUNK INC | $1,902 | +37.8% | 13 | 0.0% | 0.00% | – | |
SQ | Sell | BLOCK INC | $133 | -99.7% | 3 | -99.5% | 0.00% | -100.0% |
STAG | New | STAG INDL INC | $7 | – | 0 | +100.0% | 0.00% | – |
FSFG | FIRST SVGS FINL GROUP INC | $45 | +12.5% | 3 | 0.0% | 0.00% | – | |
Buy | TMC THE METALS COMPANY INC | $2,355 | +7.0% | 2,375 | +75.9% | 0.00% | – | |
ADSK | Buy | AUTODESK INC | $2,277 | +23.6% | 11 | +22.2% | 0.00% | – |
TTD | New | THE TRADE DESK INC | $1,563 | – | 20 | +100.0% | 0.00% | – |
DDD | 3-D SYS CORP DEL | $246 | -50.5% | 50 | 0.0% | 0.00% | – | |
TLRY | TILRAY BRANDS INC | $10 | +42.9% | 4 | 0.0% | 0.00% | – | |
TD | TORONTO DOMINION BK ONT | $121 | -3.2% | 2 | 0.0% | 0.00% | – | |
TRIB | TRINITY BIOTECH PLC | $74 | -22.9% | 100 | 0.0% | 0.00% | – | |
NVTA | New | INVITAE CORP | $6 | – | 9 | +100.0% | 0.00% | – |
TSN | TYSON FOODS INC | $2,121 | -1.1% | 42 | 0.0% | 0.00% | – | |
ASAN | New | ASANA INC | $37 | – | 2 | +100.0% | 0.00% | – |
PATH | New | UIPATH INC | $69 | – | 4 | +100.0% | 0.00% | – |
NFLX | NETFLIX INC | $574 | -14.2% | 2 | 0.0% | 0.00% | – | |
NBIX | NEUROCRINE BIOSCIENCES INC | $563 | +19.3% | 5 | 0.0% | 0.00% | – | |
STIM | NEURONETICS INC | $135 | -37.2% | 100 | 0.0% | 0.00% | – | |
NYT | New | NEW YORK TIMES CO | $206 | – | 5 | +100.0% | 0.00% | – |
LAZR | LUMINAR TECHNOLOGIES INC | $455 | -33.9% | 100 | 0.0% | 0.00% | – | |
DLR | DIGITAL RLTY TR INC | $2,542 | +6.3% | 21 | 0.0% | 0.00% | – | |
ATVI | New | ACTIVISION BLIZZARD INC | $469 | – | 5 | +100.0% | 0.00% | – |
LMND | New | LEMONADE INC | $70 | – | 6 | +100.0% | 0.00% | – |
New | QUIDELORTHO CORP | $147 | – | 2 | +100.0% | 0.00% | – | |
LOGI | New | LOGITECH INTL S A | $276 | – | 4 | +100.0% | 0.00% | – |
MAA | MID-AMER APT CMNTYS INC | $2,316 | -15.3% | 18 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY LTD | $3,212 | -11.9% | 26 | 0.0% | 0.00% | – | |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,902 | +6.6% | 44 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $1,460 | -14.1% | 500 | 0.0% | 0.00% | – | |
NIO | NIO INC | $1,582 | -6.7% | 175 | 0.0% | 0.00% | – | |
VB | Exit | VANGUARD INDEX FDS | $0 | – | -80 | -100.0% | -0.00% | – |
CODI | Exit | COMPASS DIVERSIFIED | $0 | – | -1,000 | -100.0% | -0.00% | – |
VO | Exit | VANGUARD INDEX FDS | $0 | – | -85 | -100.0% | -0.00% | – |
KTB | Exit | KONTOOR BRANDS INC | $0 | – | -701 | -100.0% | -0.00% | – |
ISEE | Exit | IVERIC BIO INC | $0 | – | -750 | -100.0% | -0.00% | – |
BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -4,895 | -100.0% | -0.01% | – |
IVW | Exit | ISHARES TR | $0 | – | -1,200 | -100.0% | -0.01% | – |
FXO | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -2,725 | -100.0% | -0.01% | – |
C | Exit | CITIGROUP INC | $0 | – | -4,000 | -100.0% | -0.02% | – |
MDYG | Exit | SPDR SER TR | $0 | – | -2,594 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.