$1.32 Billion is the total value of ATWOOD & PALMER INC's 436 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 18.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
REGN | Sell | REGENERON PHARMACEUTICALS | $46,097,283 | +9.0% | 43,859 | -0.2% | 3.49% | +8.8% |
GOOG | Sell | ALPHABET INC | $44,494,395 | +20.2% | 242,582 | -0.2% | 3.37% | +20.0% |
JAAA | Buy | JANUS DETROIT STR TR | $40,749,873 | +1.5% | 800,902 | +1.2% | 3.09% | +1.3% |
SHY | Buy | ISHARES TR | $39,803,886 | +0.9% | 487,494 | +1.1% | 3.02% | +0.8% |
AVDE | Buy | AMERICAN CENTY ETF TR | $37,476,287 | -1.0% | 601,932 | +1.4% | 2.84% | -1.1% |
LDOS | Sell | LEIDOS HOLDINGS INC | $37,289,432 | +11.2% | 255,617 | -0.1% | 2.82% | +11.0% |
URI | Buy | UNITED RENTALS INC | $37,117,508 | -9.6% | 57,393 | +0.8% | 2.81% | -9.7% |
CDW | Buy | CDW CORP | $34,983,300 | -12.1% | 156,287 | +0.4% | 2.65% | -12.3% |
AMP | Sell | AMERIPRISE FINL INC | $34,005,509 | -4.3% | 79,603 | -1.7% | 2.58% | -4.4% |
AVEM | Buy | AMERICAN CENTY ETF TR | $33,829,657 | +7.2% | 553,768 | +1.7% | 2.56% | +7.1% |
ABBV | Buy | ABBVIE INC | $33,317,012 | -3.9% | 194,246 | +2.0% | 2.52% | -4.1% |
DHI | Buy | D R HORTON INC | $32,469,526 | -12.6% | 230,395 | +2.0% | 2.46% | -12.8% |
PLTR | Buy | PALANTIR TECHNOLOGIES INC | $32,443,348 | +16.2% | 1,280,827 | +5.5% | 2.46% | +16.0% |
FITB | Sell | FIFTH THIRD BANCORP | $32,047,747 | -2.2% | 878,261 | -0.3% | 2.43% | -2.4% |
LMT | LOCKHEED MARTIN CORP | $31,775,412 | +2.7% | 68,027 | 0.0% | 2.41% | +2.5% | |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $30,021,554 | -4.5% | 54,289 | +0.4% | 2.27% | -4.6% |
MA | Sell | MASTERCARD INCORPORATED | $28,025,009 | -8.8% | 63,526 | -0.4% | 2.12% | -8.9% |
AAPL | Sell | APPLE INC | $26,926,548 | +21.8% | 127,844 | -0.8% | 2.04% | +21.6% |
HOLX | Buy | HOLOGIC INC | $26,309,368 | -3.4% | 354,335 | +1.4% | 1.99% | -3.5% |
GBIL | Sell | GOLDMAN SACHS ETF TR | $26,149,403 | -1.3% | 261,285 | -0.5% | 1.98% | -1.5% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $25,439,778 | +12.4% | 54,275 | +0.3% | 1.93% | +12.2% |
IGSB | Buy | ISHARES TR | $24,910,583 | +1.3% | 486,155 | +1.4% | 1.89% | +1.1% |
CSCO | Buy | CISCO SYS INC | $24,718,875 | -4.5% | 520,288 | +0.3% | 1.87% | -4.6% |
GILD | Sell | GILEAD SCIENCES INC | $23,735,234 | -6.6% | 345,944 | -0.2% | 1.80% | -6.7% |
Buy | AMERICAN CENTY ETF TR | $21,076,816 | -1.8% | 401,923 | +1.3% | 1.60% | -2.0% | |
PYPL | Sell | PAYPAL HLDGS INC | $20,543,012 | -13.6% | 354,007 | -0.3% | 1.56% | -13.7% |
IBTI | Buy | ISHARES TR | $20,513,934 | +0.9% | 939,700 | +1.4% | 1.55% | +0.7% |
UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $20,311,386 | +39.0% | 63,762 | +0.3% | 1.54% | +38.8% |
IBTJ | Buy | ISHARES TR | $20,130,006 | +1.0% | 941,975 | +1.6% | 1.52% | +0.9% |
GNRC | GENERAC HLDGS INC | $19,364,140 | +4.8% | 146,454 | 0.0% | 1.47% | +4.6% | |
WMT | Sell | WALMART INC | $19,044,233 | +12.1% | 281,262 | -0.4% | 1.44% | +11.9% |
Buy | DRAFTKINGS INC NEW | $18,901,326 | -15.0% | 495,188 | +1.2% | 1.43% | -15.1% | |
ON | Buy | ON SEMICONDUCTOR CORP | $18,788,893 | -6.5% | 274,090 | +0.3% | 1.42% | -6.7% |
IBTK | Buy | ISHARES TR | $18,528,094 | +0.1% | 961,250 | +0.9% | 1.40% | 0.0% |
VCSH | Sell | VANGUARD SCOTTSDALE FDS | $18,407,446 | -1.5% | 238,207 | -1.5% | 1.39% | -1.8% |
TPYP | Buy | MANAGED PORTFOLIO SERIES | $18,302,902 | +4.1% | 634,856 | +1.0% | 1.39% | +4.0% |
FV | Sell | FIRST TR EXCHANGE-TRADED FD | $17,601,200 | -0.5% | 307,358 | -0.6% | 1.33% | -0.7% |
GHYB | Sell | GOLDMAN SACHS ETF TR | $16,540,462 | -1.3% | 375,876 | -0.8% | 1.25% | -1.5% |
Buy | JANUS DETROIT STR TR | $15,791,908 | +0.6% | 321,104 | +0.0% | 1.20% | +0.4% | |
GRMN | Buy | GARMIN LTD | $15,559,919 | +9.5% | 95,507 | +0.1% | 1.18% | +9.4% |
LOW | Buy | LOWES COS INC | $15,192,998 | -10.8% | 68,915 | +3.0% | 1.15% | -11.0% |
Buy | JANUS DETROIT STR TR | $14,591,144 | +18.2% | 281,900 | +17.9% | 1.10% | +17.9% | |
MELI | New | MERCADOLIBRE INC | $13,850,576 | – | 8,428 | +100.0% | 1.05% | – |
AVDV | Buy | AMERICAN CENTY ETF TR | $13,082,554 | -0.2% | 201,425 | +1.2% | 0.99% | -0.3% |
IMTM | Sell | ISHARES TR | $13,062,177 | -2.0% | 337,611 | -0.7% | 0.99% | -2.2% |
GSIE | Sell | GOLDMAN SACHS ETF TR | $12,920,795 | -2.4% | 383,976 | -0.6% | 0.98% | -2.6% |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $12,795,643 | +5.8% | 56,976 | +0.4% | 0.97% | +5.7% |
SHYG | Sell | ISHARES TR | $11,605,760 | -2.0% | 275,018 | -1.2% | 0.88% | -2.1% |
LMBS | Buy | FIRST TR EXCHANGE-TRADED FD | $10,124,856 | +19.4% | 210,715 | +19.9% | 0.77% | +19.3% |
JKHY | HENRY JACK & ASSOC INC | $6,782,914 | -4.4% | 40,856 | 0.0% | 0.51% | -4.6% | |
KMB | Buy | KIMBERLY-CLARK CORP | $6,345,592 | +7.3% | 45,916 | +0.5% | 0.48% | +7.1% |
HD | Sell | HOME DEPOT INC | $6,235,220 | -10.6% | 18,113 | -0.4% | 0.47% | -10.8% |
BDX | Sell | BECTON DICKINSON & CO | $6,185,837 | -6.0% | 26,468 | -0.5% | 0.47% | -6.2% |
GOOGL | Sell | ALPHABET INC | $4,269,961 | +19.7% | 23,442 | -0.8% | 0.32% | +19.2% |
CBSH | Sell | COMMERCE BANCSHARES INC | $3,897,166 | +4.4% | 69,867 | -0.4% | 0.30% | +4.2% |
PG | Sell | PROCTER AND GAMBLE CO | $3,671,614 | +1.3% | 22,263 | -0.3% | 0.28% | +1.1% |
JNJ | Sell | JOHNSON & JOHNSON | $3,570,105 | -8.9% | 24,426 | -1.4% | 0.27% | -9.1% |
CL | COLGATE PALMOLIVE CO | $2,557,004 | +7.8% | 26,350 | 0.0% | 0.19% | +7.8% | |
GEM | Sell | GOLDMAN SACHS ETF TR | $2,427,396 | +2.3% | 74,300 | -1.8% | 0.18% | +2.2% |
GSST | Sell | GOLDMAN SACHS ETF TR | $2,432,630 | -0.2% | 48,300 | -0.2% | 0.18% | -0.5% |
PEP | PEPSICO INC | $2,241,894 | -5.8% | 13,593 | 0.0% | 0.17% | -6.1% | |
VSLU | Buy | ETF OPPORTUNITIES TRUST | $2,208,397 | +14.1% | 64,573 | +8.7% | 0.17% | +13.6% |
MSFT | Sell | MICROSOFT CORP | $2,044,350 | -3.3% | 4,574 | -9.0% | 0.16% | -3.1% |
XOM | Buy | EXXON MOBIL CORP | $1,966,135 | -0.3% | 17,079 | +0.7% | 0.15% | -0.7% |
AMGN | Buy | AMGEN INC | $1,940,315 | +10.7% | 6,210 | +0.8% | 0.15% | +10.5% |
PAYX | PAYCHEX INC | $1,527,883 | -3.5% | 12,887 | 0.0% | 0.12% | -3.3% | |
NVDA | Buy | NVIDIA CORPORATION | $1,484,587 | +48.7% | 12,017 | +987.5% | 0.11% | +47.4% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL | $1,482,380 | -5.0% | 3,644 | -1.8% | 0.11% | -5.1% |
JPM | Sell | JPMORGAN CHASE & CO. | $1,440,092 | -2.5% | 7,120 | -3.4% | 0.11% | -2.7% |
AMZN | Sell | AMAZON COM INC | $1,414,397 | +3.9% | 7,319 | -3.1% | 0.11% | +3.9% |
RTX | Sell | RTX CORPORATION | $1,340,056 | +1.4% | 13,349 | -1.5% | 0.10% | +2.0% |
HIW | HIGHWOODS PPTYS INC | $1,339,954 | +0.3% | 51,007 | 0.0% | 0.10% | +1.0% | |
COST | Sell | COSTCO WHSL CORP NEW | $1,338,735 | +7.2% | 1,575 | -7.6% | 0.10% | +6.3% |
SPY | Sell | SPDR S&P 500 ETF TR | $1,234,291 | -4.9% | 2,268 | -8.6% | 0.09% | -5.1% |
IVV | ISHARES TR | $1,161,223 | +4.1% | 2,122 | 0.0% | 0.09% | +3.5% | |
PH | Sell | PARKER-HANNIFIN CORP | $1,138,073 | -9.1% | 2,250 | -0.1% | 0.09% | -9.5% |
CAT | Sell | CATERPILLAR INC | $1,112,554 | -9.6% | 3,340 | -0.5% | 0.08% | -9.7% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,068,138 | -5.5% | 4,475 | -1.1% | 0.08% | -5.8% |
HTH | HILLTOP HOLDINGS INC | $1,035,368 | -0.1% | 33,100 | 0.0% | 0.08% | -1.3% | |
QCOM | QUALCOMM INC | $960,646 | +17.6% | 4,823 | 0.0% | 0.07% | +17.7% | |
SHV | ISHARES TR | $918,918 | -0.0% | 8,316 | 0.0% | 0.07% | 0.0% | |
IBM | INTERNATIONAL BUSINESS MACHS | $916,463 | -9.4% | 5,299 | 0.0% | 0.07% | -10.4% | |
IWF | Sell | ISHARES TR | $850,767 | +1.6% | 2,334 | -6.0% | 0.06% | 0.0% |
ITOT | ISHARES TR | $841,082 | +3.0% | 7,081 | 0.0% | 0.06% | +3.2% | |
MCD | MCDONALDS CORP | $816,253 | -9.6% | 3,203 | 0.0% | 0.06% | -10.1% | |
NXPI | NXP SEMICONDUCTORS N V | $809,423 | +8.6% | 3,008 | 0.0% | 0.06% | +7.0% | |
CVX | Sell | CHEVRON CORP NEW | $766,928 | -2.8% | 4,903 | -2.0% | 0.06% | -3.3% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FD | $767,350 | -0.8% | 12,875 | -0.8% | 0.06% | -1.7% |
KO | Sell | COCA COLA CO | $756,290 | +2.7% | 11,882 | -1.2% | 0.06% | +1.8% |
IRM | IRON MTN INC DEL | $739,365 | +11.7% | 8,250 | 0.0% | 0.06% | +12.0% | |
ICSH | Sell | ISHARES TR | $728,997 | -1.9% | 14,427 | -1.9% | 0.06% | -1.8% |
SAIA | SAIA INC | $711,435 | -18.9% | 1,500 | 0.0% | 0.05% | -19.4% | |
PNC | Sell | PNC FINL SVCS GROUP INC | $701,604 | -4.8% | 4,513 | -1.1% | 0.05% | -5.4% |
NEE | Sell | NEXTERA ENERGY INC | $680,909 | +8.7% | 9,616 | -1.9% | 0.05% | +8.3% |
USB | Sell | US BANCORP DEL | $672,836 | -15.3% | 16,948 | -4.6% | 0.05% | -15.0% |
DE | DEERE & CO | $660,578 | -9.0% | 1,768 | 0.0% | 0.05% | -9.1% | |
VNLA | Sell | JANUS DETROIT STR TR | $638,787 | -18.1% | 13,160 | -18.2% | 0.05% | -18.6% |
HTLF | Sell | HEARTLAND FINL USA INC | $627,146 | +23.0% | 14,109 | -2.8% | 0.05% | +23.1% |
WM | WASTE MGMT INC DEL | $577,512 | +0.1% | 2,707 | 0.0% | 0.04% | 0.0% | |
FB | Buy | META PLATFORMS INC | $553,130 | +3.9% | 1,097 | +0.1% | 0.04% | +5.0% |
BMY | BRISTOL-MYERS SQUIBB CO | $553,512 | -23.4% | 13,328 | 0.0% | 0.04% | -23.6% | |
JPST | J P MORGAN EXCHANGE TRADED F | $536,244 | +0.0% | 10,625 | 0.0% | 0.04% | 0.0% | |
AVGO | Sell | BROADCOM INC | $526,614 | +8.3% | 328 | -10.6% | 0.04% | +8.1% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $486,158 | +7.1% | 7,707 | -1.3% | 0.04% | +8.8% |
AEP | AMERICAN ELEC PWR CO INC | $482,570 | +1.9% | 5,500 | 0.0% | 0.04% | +2.8% | |
EMR | Sell | EMERSON ELEC CO | $473,413 | -5.0% | 4,298 | -2.2% | 0.04% | -5.3% |
ORCL | Sell | ORACLE CORP | $474,856 | +5.5% | 3,363 | -6.1% | 0.04% | +5.9% |
BAC | Sell | BANK AMERICA CORP | $479,309 | +3.9% | 12,052 | -0.9% | 0.04% | +2.9% |
PM | PHILIP MORRIS INTL INC | $480,203 | +10.6% | 4,739 | 0.0% | 0.04% | +9.1% | |
LLY | ELI LILLY & CO | $460,839 | +16.4% | 509 | 0.0% | 0.04% | +16.7% | |
PFE | Sell | PFIZER INC | $445,974 | -1.3% | 15,939 | -2.1% | 0.03% | 0.0% |
ANET | Buy | ARISTA NETWORKS INC | $446,512 | +35.0% | 1,274 | +11.7% | 0.03% | +36.0% |
UNH | Sell | UNITEDHEALTH GROUP INC | $389,584 | -4.5% | 765 | -7.3% | 0.03% | -3.2% |
OTIS | Sell | OTIS WORLDWIDE CORP | $382,634 | -4.2% | 3,975 | -1.2% | 0.03% | -3.3% |
RF | REGIONS FINANCIAL CORP NEW | $370,740 | -4.8% | 18,500 | 0.0% | 0.03% | -6.7% | |
JMBS | Sell | JANUS DETROIT STR TR | $371,600 | -33.6% | 8,323 | -33.0% | 0.03% | -33.3% |
ZTS | ZOETIS INC | $376,018 | +2.5% | 2,169 | 0.0% | 0.03% | 0.0% | |
WFC | WELLS FARGO CO NEW | $351,886 | +2.5% | 5,925 | 0.0% | 0.03% | +3.8% | |
TSLA | TESLA INC | $338,375 | +12.6% | 1,710 | 0.0% | 0.03% | +13.0% | |
VTI | VANGUARD INDEX FDS | $347,763 | +2.9% | 1,300 | 0.0% | 0.03% | 0.0% | |
MCO | MOODYS CORP | $336,744 | +7.1% | 800 | 0.0% | 0.03% | +8.3% | |
INTC | Sell | INTEL CORP | $341,445 | -31.0% | 11,025 | -1.5% | 0.03% | -31.6% |
FBHS | FORTUNE BRANDS INNOVATIONS I | $329,766 | -23.3% | 5,078 | 0.0% | 0.02% | -24.2% | |
UMBF | UMB FINL CORP | $315,161 | -4.1% | 3,778 | 0.0% | 0.02% | -4.0% | |
CVS | CVS HEALTH CORP | $310,065 | -26.0% | 5,250 | 0.0% | 0.02% | -28.1% | |
GSY | Sell | POWERSHARES ACTIVELY MANAGED | $300,648 | -5.1% | 6,025 | -5.1% | 0.02% | -4.2% |
VTEB | New | VANGUARD MUN BD FDS | $285,185 | – | 5,691 | +100.0% | 0.02% | – |
HON | HONEYWELL INTL INC | $268,420 | +4.0% | 1,257 | 0.0% | 0.02% | 0.0% | |
ECL | Sell | ECOLAB INC | $264,418 | -4.5% | 1,111 | -7.3% | 0.02% | -4.8% |
AVIG | New | AMERICAN CENTY ETF TR | $270,576 | – | 6,635 | +100.0% | 0.02% | – |
TJX | Sell | TJX COS INC NEW | $267,984 | +7.6% | 2,434 | -0.9% | 0.02% | +5.3% |
OXY | OCCIDENTAL PETE CORP | $252,751 | -3.0% | 4,010 | 0.0% | 0.02% | -5.0% | |
IJH | ISHARES TR | $248,125 | -3.7% | 4,240 | 0.0% | 0.02% | -5.0% | |
SRE | SEMPRA | $250,998 | +5.9% | 3,300 | 0.0% | 0.02% | +5.6% | |
STPZ | PIMCO ETF TR | $253,036 | +0.3% | 4,900 | 0.0% | 0.02% | 0.0% | |
MO | Sell | ALTRIA GROUP INC | $219,005 | +3.6% | 4,808 | -0.8% | 0.02% | +6.2% |
SRPT | Sell | SAREPTA THERAPEUTICS INC | $221,200 | -43.0% | 1,400 | -53.3% | 0.02% | -41.4% |
TT | Sell | TRANE TECHNOLOGIES PLC | $230,251 | +8.0% | 700 | -1.4% | 0.02% | +6.2% |
VRP | Sell | INVESCO EXCH TRADED FD TR II | $204,890 | -3.7% | 8,551 | -4.5% | 0.02% | 0.0% |
EEM | ISHARES TR | $216,784 | +3.7% | 5,090 | 0.0% | 0.02% | 0.0% | |
AXON | AXON ENTERPRISE INC | $205,968 | -6.0% | 700 | 0.0% | 0.02% | -5.9% | |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TR | $209,484 | -18.6% | 392 | -15.3% | 0.02% | -20.0% |
SPTM | New | SPDR SER TR | $207,145 | – | 3,122 | +100.0% | 0.02% | – |
IWD | ISHARES TR | $215,296 | -2.6% | 1,234 | 0.0% | 0.02% | -5.9% | |
EPD | ENTERPRISE PRODS PARTNERS L | $194,166 | -0.7% | 6,700 | 0.0% | 0.02% | 0.0% | |
SPYV | Buy | SPDR SER TR | $198,421 | +5.2% | 4,071 | +8.1% | 0.02% | +7.1% |
UNP | Sell | UNION PAC CORP | $193,905 | -14.5% | 857 | -7.0% | 0.02% | -11.8% |
New | LABCORP HOLDINGS INC | $203,510 | – | 1,000 | +100.0% | 0.02% | – | |
ACGL | ARCH CAP GROUP LTD | $181,602 | +9.1% | 1,800 | 0.0% | 0.01% | +7.7% | |
CANADIAN PACIFIC KANSAS CITY | $188,874 | -10.7% | 2,399 | 0.0% | 0.01% | -12.5% | ||
CW | CURTISS WRIGHT CORP | $175,596 | +5.9% | 648 | 0.0% | 0.01% | 0.0% | |
VUG | VANGUARD INDEX FDS | $172,045 | +8.7% | 460 | 0.0% | 0.01% | +8.3% | |
DIS | DISNEY WALT CO | $159,460 | -18.9% | 1,606 | 0.0% | 0.01% | -20.0% | |
STIP | New | ISHARES TR | $153,812 | – | 1,546 | +100.0% | 0.01% | – |
V | Sell | VISA INC | $158,532 | -24.7% | 604 | -19.9% | 0.01% | -25.0% |
CRWD | Sell | CROWDSTRIKE HLDGS INC | $153,276 | +18.6% | 400 | -0.7% | 0.01% | +20.0% |
FLO | FLOWERS FOODS INC | $141,237 | -6.5% | 6,362 | 0.0% | 0.01% | 0.0% | |
ABT | Sell | ABBOTT LABS | $144,228 | -17.3% | 1,388 | -9.6% | 0.01% | -15.4% |
IEFA | ISHARES TR | $151,019 | -2.1% | 2,079 | 0.0% | 0.01% | -8.3% | |
IJR | Buy | ISHARES TR | $142,712 | -0.1% | 1,338 | +3.6% | 0.01% | 0.0% |
FXL | FIRST TR EXCHANGE TRADED FD | $146,480 | +1.1% | 1,075 | 0.0% | 0.01% | 0.0% | |
FISV | FISERV INC | $149,040 | -6.7% | 1,000 | 0.0% | 0.01% | -8.3% | |
TRUMP MEDIA & TECHNOLOGY GRO | $151,230 | -22.3% | 7,100 | 0.0% | 0.01% | -26.7% | ||
AJG | GALLAGHER ARTHUR J & CO | $144,177 | +3.7% | 556 | 0.0% | 0.01% | 0.0% | |
BSJP | INVESCO EXCH TRD SLF IDX FD | $140,897 | -0.2% | 6,150 | 0.0% | 0.01% | 0.0% | |
POST | POST HLDGS INC | $132,075 | -2.0% | 1,268 | 0.0% | 0.01% | 0.0% | |
DUK | DUKE ENERGY CORP NEW | $135,111 | +3.6% | 1,348 | 0.0% | 0.01% | 0.0% | |
BSJO | INVESCO EXCH TRD SLF IDX FD | $119,280 | -0.0% | 5,250 | 0.0% | 0.01% | 0.0% | |
FXH | FIRST TR EXCHANGE TRADED FD | $113,927 | -4.6% | 1,090 | 0.0% | 0.01% | 0.0% | |
New | AMERICAN CENTY ETF TR | $120,441 | – | 1,917 | +100.0% | 0.01% | – | |
IJS | ISHARES TR | $123,667 | -5.3% | 1,271 | 0.0% | 0.01% | -10.0% | |
EMN | EASTMAN CHEM CO | $107,767 | -2.2% | 1,100 | 0.0% | 0.01% | 0.0% | |
QQQ | New | INVESCO QQQ TR | $101,093 | – | 211 | +100.0% | 0.01% | – |
New | AMERICAN CENTY ETF TR | $103,381 | – | 1,743 | +100.0% | 0.01% | – | |
PFF | ISHARES TR | $103,327 | -2.1% | 3,275 | 0.0% | 0.01% | 0.0% | |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $109,591 | -50.2% | 555 | -51.9% | 0.01% | -52.9% |
ENR | ENERGIZER HLDGS INC NEW | $110,539 | +0.3% | 3,742 | 0.0% | 0.01% | 0.0% | |
EFSC | ENTERPRISE FINL SVCS CORP | $100,639 | +0.9% | 2,460 | 0.0% | 0.01% | 0.0% | |
PANW | PALO ALTO NETWORKS INC | $92,550 | +19.3% | 273 | 0.0% | 0.01% | +16.7% | |
CRM | Sell | SALESFORCE INC | $97,698 | -35.0% | 380 | -23.8% | 0.01% | -36.4% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FD | $94,273 | -55.2% | 460 | -55.1% | 0.01% | -56.2% |
DFS | Sell | DISCOVER FINL SVCS | $98,108 | -2.0% | 750 | -1.8% | 0.01% | -12.5% |
New | AMERICAN CENTY ETF TR | $88,391 | – | 1,706 | +100.0% | 0.01% | – | |
GE AEROSPACE | $90,454 | -9.4% | 569 | 0.0% | 0.01% | -12.5% | ||
DHR | DANAHER CORPORATION | $98,691 | +0.1% | 395 | 0.0% | 0.01% | 0.0% | |
SDY | Sell | SPDR SER TR | $95,385 | -44.1% | 750 | -42.3% | 0.01% | -46.2% |
COP | Sell | CONOCOPHILLIPS | $91,848 | -33.0% | 803 | -25.4% | 0.01% | -30.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD T | $93,969 | +55.0% | 572 | +59.8% | 0.01% | +40.0% |
VNQ | New | VANGUARD INDEX FDS | $93,101 | – | 1,112 | +100.0% | 0.01% | – |
BELLRING BRANDS INC | $91,824 | -3.2% | 1,607 | 0.0% | 0.01% | 0.0% | ||
ADBE | Buy | ADOBE INC | $92,776 | +12.1% | 167 | +1.8% | 0.01% | +16.7% |
AMT | AMERICAN TOWER CORP NEW | $88,055 | -1.6% | 453 | 0.0% | 0.01% | 0.0% | |
MRK | MERCK & CO INC | $90,374 | -6.2% | 730 | 0.0% | 0.01% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC | $76,070 | +11.5% | 171 | 0.0% | 0.01% | +20.0% | |
EW | EDWARDS LIFESCIENCES CORP | $84,242 | -3.3% | 912 | 0.0% | 0.01% | -14.3% | |
IJT | ISHARES TR | $84,486 | -1.8% | 658 | 0.0% | 0.01% | -14.3% | |
Sell | LINDE PLC | $77,670 | -30.0% | 177 | -25.9% | 0.01% | -25.0% | |
SEE | SEALED AIR CORP NEW | $83,496 | -6.5% | 2,400 | 0.0% | 0.01% | -14.3% | |
ELY | TOPGOLF CALLAWAY BRANDS CORP | $76,500 | -5.4% | 5,000 | 0.0% | 0.01% | 0.0% | |
ORLY | OREILLY AUTOMOTIVE INC | $80,261 | -6.5% | 76 | 0.0% | 0.01% | -14.3% | |
MASTERBRAND INC | $74,546 | -21.7% | 5,078 | 0.0% | 0.01% | -14.3% | ||
NVO | Buy | NOVO-NORDISK A S | $82,932 | +61.5% | 581 | +45.2% | 0.01% | +50.0% |
IWN | Sell | ISHARES TR | $82,090 | -19.1% | 539 | -15.6% | 0.01% | -25.0% |
TY | New | TRI CONTL CORP | $84,425 | – | 2,726 | +100.0% | 0.01% | – |
UBER | UBER TECHNOLOGIES INC | $72,680 | -5.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
BP | BP PLC | $84,835 | -4.2% | 2,350 | 0.0% | 0.01% | -14.3% | |
LRCX | New | LAM RESEARCH CORP | $67,086 | – | 63 | +100.0% | 0.01% | – |
FXR | Sell | FIRST TR EXCHANGE TRADED FD | $69,762 | -64.3% | 1,025 | -61.8% | 0.01% | -66.7% |
TXN | Buy | TEXAS INSTRS INC | $69,837 | +701.7% | 359 | +618.0% | 0.01% | +400.0% |
MDT | MEDTRONIC PLC | $61,001 | -9.7% | 775 | 0.0% | 0.01% | 0.0% | |
BSCO | INVESCO EXCH TRD SLF IDX FD | $63,180 | +0.4% | 3,000 | 0.0% | 0.01% | 0.0% | |
FXD | Sell | FIRST TR EXCHANGE TRADED FD | $61,109 | -66.8% | 1,020 | -64.2% | 0.01% | -64.3% |
IEF | Buy | ISHARES TR | $63,402 | +123.3% | 677 | +125.7% | 0.01% | +150.0% |
EVRG | Buy | EVERGY INC | $67,219 | +47.3% | 1,269 | +48.4% | 0.01% | +66.7% |
BSCP | INVESCO EXCH TRD SLF IDX FD | $64,418 | +0.1% | 3,150 | 0.0% | 0.01% | 0.0% | |
MRNA | MODERNA INC | $59,375 | +11.4% | 500 | 0.0% | 0.00% | 0.0% | |
IVW | New | ISHARES TR | $49,139 | – | 531 | +100.0% | 0.00% | – |
IWP | ISHARES TR | $50,761 | -3.3% | 460 | 0.0% | 0.00% | 0.0% | |
New | GRAYSCALE BITCOIN TR BTC | $52,495 | – | 986 | +100.0% | 0.00% | – | |
TYL | TYLER TECHNOLOGIES INC | $52,290 | +18.3% | 104 | 0.0% | 0.00% | +33.3% | |
IWM | Sell | ISHARES TR | $48,694 | -51.8% | 240 | -50.0% | 0.00% | -50.0% |
DXCM | Sell | DEXCOM INC | $56,690 | -21.9% | 500 | -4.4% | 0.00% | -33.3% |
TRV | Sell | TRAVELERS COMPANIES INC | $48,395 | -63.3% | 238 | -58.5% | 0.00% | -60.0% |
D | DOMINION ENERGY INC | $49,000 | -0.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
SPSM | Buy | SPDR SER TR | $57,520 | +71.8% | 1,385 | +78.0% | 0.00% | +33.3% |
DOW | DOW INC | $58,355 | -8.4% | 1,100 | 0.0% | 0.00% | -20.0% | |
NMRK | Buy | NEWMARK GROUP INC | $51,018 | +8.1% | 4,987 | +17.2% | 0.00% | 0.0% |
TCBI | TEXAS CAP BANCSHARES INC | $48,912 | -0.7% | 800 | 0.0% | 0.00% | 0.0% | |
PLMR | Sell | PALOMAR HLDGS INC | $48,690 | -22.6% | 600 | -20.0% | 0.00% | -20.0% |
BIL | SPDR SER TR | $36,712 | -0.0% | 400 | 0.0% | 0.00% | 0.0% | |
TOTL | SSGA ACTIVE ETF TR | $36,622 | -0.8% | 922 | 0.0% | 0.00% | 0.0% | |
WH | WYNDHAM HOTELS & RESORTS INC | $33,152 | -3.6% | 448 | 0.0% | 0.00% | 0.0% | |
GS | GOLDMAN SACHS GROUP INC | $37,091 | +8.3% | 82 | 0.0% | 0.00% | 0.0% | |
IJK | New | ISHARES TR | $42,998 | – | 488 | +100.0% | 0.00% | – |
CTVA | CORTEVA INC | $36,626 | -6.5% | 679 | 0.0% | 0.00% | 0.0% | |
INVENTRUST PPTYS CORP | $36,546 | -3.7% | 1,476 | 0.0% | 0.00% | 0.0% | ||
SPSB | Sell | SPDR SER TR | $39,353 | -7.2% | 1,325 | -7.0% | 0.00% | 0.0% |
ITCI | INTRA-CELLULAR THERAPIES INC | $41,094 | -1.0% | 600 | 0.0% | 0.00% | 0.0% | |
TMUS | T-MOBILE US INC | $45,983 | +7.9% | 261 | 0.0% | 0.00% | 0.0% | |
ESLT | ELBIT SYS LTD | $35,326 | -16.0% | 200 | 0.0% | 0.00% | 0.0% | |
EPC | EDGEWELL PERS CARE CO | $40,190 | +4.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $37,410 | -1.6% | 351 | 0.0% | 0.00% | 0.0% | |
CORT | New | CORCEPT THERAPEUTICS INC | $34,862 | – | 1,073 | +100.0% | 0.00% | – |
MDLZ | MONDELEZ INTL INC | $41,162 | -6.5% | 629 | 0.0% | 0.00% | 0.0% | |
INTU | Sell | INTUIT | $44,034 | -1.8% | 67 | -2.9% | 0.00% | 0.0% |
EPP | New | ISHARES INC | $35,647 | – | 829 | +100.0% | 0.00% | – |
CB | CHUBB LIMITED | $33,161 | -1.6% | 130 | 0.0% | 0.00% | 0.0% | |
SLV | New | ISHARES SILVER TR | $37,916 | – | 1,427 | +100.0% | 0.00% | – |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $34,458 | +7.8% | 550 | +4900.0% | 0.00% | +50.0% |
PWR | QUANTA SVCS INC | $45,229 | -2.2% | 178 | 0.0% | 0.00% | -25.0% | |
FTXR | FIRST TR EXCHANGE-TRADED FD | $42,534 | -4.7% | 1,385 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC | $35,570 | -5.9% | 12 | 0.0% | 0.00% | 0.0% | |
ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $26,844 | +2957.4% | 152 | +3700.0% | 0.00% | – |
ADX | ADAMS DIVERSIFIED EQUITY FD | $22,715 | +10.1% | 1,057 | 0.0% | 0.00% | 0.0% | |
ALL | ALLSTATE CORP | $31,932 | -7.7% | 200 | 0.0% | 0.00% | -33.3% | |
ANTM | ELEVANCE HEALTH INC | $20,049 | +4.5% | 37 | 0.0% | 0.00% | +100.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $24,785 | -3.8% | 410 | 0.0% | 0.00% | 0.0% | |
BRP | THE BALDWIN INSURANCE GRP IN | $22,347 | +22.6% | 630 | 0.0% | 0.00% | +100.0% | |
HRB | BLOCK H & R INC | $30,912 | +10.4% | 570 | 0.0% | 0.00% | 0.0% | |
CAH | CARDINAL HEALTH INC | $24,286 | -12.1% | 247 | 0.0% | 0.00% | 0.0% | |
CTAS | New | CINTAS CORP | $26,610 | – | 38 | +100.0% | 0.00% | – |
INCO | COLUMBIA ETF TR II | $23,071 | +9.2% | 330 | 0.0% | 0.00% | 0.0% | |
ED | CONSOLIDATED EDISON INC | $20,746 | -1.5% | 232 | 0.0% | 0.00% | 0.0% | |
Buy | CONSTELLATION ENERGY CORP | $25,435 | +108.5% | 127 | +92.4% | 0.00% | +100.0% | |
EQNR | New | EQUINOR ASA | $24,962 | – | 874 | +100.0% | 0.00% | – |
EEFT | EURONET WORLDWIDE INC | $31,050 | -5.8% | 300 | 0.0% | 0.00% | -33.3% | |
FTXN | FIRST TR EXCHANGE-TRADED FD | $20,985 | -4.4% | 680 | 0.0% | 0.00% | 0.0% | |
FTNT | FORTINET INC | $30,135 | -11.8% | 500 | 0.0% | 0.00% | -33.3% | |
FORTREA HLDGS INC | $23,340 | -41.9% | 1,000 | 0.0% | 0.00% | -33.3% | ||
New | GE VERNOVA INC | $24,183 | – | 141 | +100.0% | 0.00% | – | |
GIS | Sell | GENERAL MLS INC | $26,886 | -40.9% | 425 | -34.6% | 0.00% | -33.3% |
GTY | GETTY RLTY CORP NEW | $23,435 | -2.5% | 879 | 0.0% | 0.00% | 0.0% | |
BSJQ | Sell | INVESCO EXCH TRD SLF IDX FD | $23,065 | -76.3% | 1,000 | -76.2% | 0.00% | -71.4% |
ILF | New | ISHARES TR | $31,322 | – | 1,265 | +100.0% | 0.00% | – |
USRT | New | ISHARES TR | $27,263 | – | 509 | +100.0% | 0.00% | – |
EL | New | LAUDER ESTEE COS INC | $22,983 | – | 216 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $23,946 | – | 41 | +100.0% | 0.00% | – |
MPWR | New | MONOLITHIC PWR SYS INC | $32,868 | – | 40 | +100.0% | 0.00% | – |
MSI | MOTOROLA SOLUTIONS INC | $32,815 | +8.8% | 85 | 0.0% | 0.00% | 0.0% | |
NKE | NIKE INC | $27,307 | -19.8% | 362 | 0.0% | 0.00% | -33.3% | |
NUE | NUCOR CORP | $31,616 | -20.1% | 200 | 0.0% | 0.00% | -33.3% | |
OGE | OGE ENERGY CORP | $25,704 | +4.1% | 720 | 0.0% | 0.00% | 0.0% | |
OXYWS | OCCIDENTAL PETE CORP | $20,622 | -4.5% | 501 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $28,133 | +4.0% | 315 | 0.0% | 0.00% | 0.0% | |
PBR | New | PETROLEO BRASILEIRO SA PETRO | $22,185 | – | 1,531 | +100.0% | 0.00% | – |
JNK | New | SPDR SER TR | $21,871 | – | 232 | +100.0% | 0.00% | – |
SPG | SIMON PPTY GROUP INC NEW | $23,529 | -3.0% | 155 | 0.0% | 0.00% | 0.0% | |
TSCO | Sell | TRACTOR SUPPLY CO | $22,410 | -0.4% | 83 | -3.5% | 0.00% | 0.0% |
TNL | TRAVEL PLUS LEISURE CO | $22,490 | -8.1% | 500 | 0.0% | 0.00% | 0.0% | |
VALE | New | VALE S A | $23,156 | – | 2,073 | +100.0% | 0.00% | – |
VLO | VALERO ENERGY CORP | $31,352 | -8.2% | 200 | 0.0% | 0.00% | -33.3% | |
GDX | VANECK ETF TRUST | $28,502 | +7.3% | 840 | 0.0% | 0.00% | 0.0% | |
VIG | VANGUARD SPECIALIZED FUNDS | $20,629 | -0.0% | 113 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD WORLD FD | $32,186 | -1.7% | 121 | 0.0% | 0.00% | 0.0% | |
VGT | VANGUARD WORLD FD | $23,064 | +10.0% | 40 | 0.0% | 0.00% | 0.0% | |
VOO | VANGUARD INDEX FDS | $30,399 | +4.0% | 61 | 0.0% | 0.00% | 0.0% | |
AGZD | New | WISDOMTREE TR | $23,326 | – | 1,046 | +100.0% | 0.00% | – |
ETN | EATON CORP PLC | $26,652 | +0.3% | 85 | 0.0% | 0.00% | 0.0% | |
EMBECTA CORP | $14,813 | -5.8% | 1,185 | 0.0% | 0.00% | 0.0% | ||
KYNDRYL HLDGS INC | $10,524 | +20.9% | 400 | 0.0% | 0.00% | 0.0% | ||
OUNZ | New | VANECK MERK GOLD TR | $16,823 | – | 749 | +100.0% | 0.00% | – |
FBT | FIRST TR EXCHANGE-TRADED FD | $11,550 | +0.1% | 75 | 0.0% | 0.00% | 0.0% | |
FSLR | FIRST SOLAR INC | $16,910 | +33.6% | 75 | 0.0% | 0.00% | 0.0% | |
VOOG | VANGUARD ADMIRAL FDS INC | $8,337 | +9.4% | 25 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC | $10,304 | -10.5% | 120 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FD | $9,370 | -1.7% | 30 | 0.0% | 0.00% | 0.0% | |
DEI | DOUGLAS EMMETT INC | $6,655 | -4.0% | 500 | 0.0% | 0.00% | 0.0% | |
SLB | Sell | SCHLUMBERGER LTD | $17,174 | -38.4% | 364 | -28.5% | 0.00% | -50.0% |
PFG | PRINCIPAL FINANCIAL GROUP IN | $7,845 | -9.1% | 100 | 0.0% | 0.00% | 0.0% | |
GLD | New | SPDR GOLD TR | $17,416 | – | 81 | +100.0% | 0.00% | – |
MNKD | MANNKIND CORP | $10,440 | +15.2% | 2,000 | 0.0% | 0.00% | 0.0% | |
BX | BLACKSTONE INC | $12,380 | -5.8% | 100 | 0.0% | 0.00% | 0.0% | |
BLK | Sell | BLACKROCK INC | $14,172 | -34.6% | 18 | -30.8% | 0.00% | -50.0% |
EFA | New | ISHARES TR | $17,390 | – | 222 | +100.0% | 0.00% | – |
VERALTO CORP | $9,547 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | ||
VZ | Sell | VERIZON COMMUNICATIONS INC | $11,836 | -22.1% | 287 | -20.7% | 0.00% | 0.0% |
PGR | Sell | PROGRESSIVE CORP | $15,579 | -10.3% | 75 | -10.7% | 0.00% | 0.0% |
SLQT | SELECTQUOTE INC | $11,040 | +38.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
BANC | Sell | BANC OF CALIFORNIA INC | $8,384 | -40.0% | 656 | -28.5% | 0.00% | 0.0% |
EXC | EXELON CORP | $8,515 | -7.9% | 246 | 0.0% | 0.00% | 0.0% | |
IYR | New | ISHARES TR | $8,336 | – | 95 | +100.0% | 0.00% | – |
WBA | WALGREENS BOOTS ALLIANCE INC | $18,143 | -44.2% | 1,500 | 0.0% | 0.00% | -50.0% | |
AZN | ASTRAZENECA PLC | $15,598 | +15.1% | 200 | 0.0% | 0.00% | 0.0% | |
AMAT | APPLIED MATLS INC | $17,700 | +14.4% | 75 | 0.0% | 0.00% | 0.0% | |
MMC | Sell | MARSH & MCLENNAN COS INC | $17,069 | -24.0% | 81 | -25.7% | 0.00% | -50.0% |
SHAK | SHAKE SHACK INC | $18,000 | -13.5% | 200 | 0.0% | 0.00% | -50.0% | |
APA | APA CORPORATION | $17,664 | -14.4% | 600 | 0.0% | 0.00% | -50.0% | |
GE HEALTHCARE TECHNOLOGIES I | $14,727 | -14.3% | 189 | 0.0% | 0.00% | 0.0% | ||
JHMM | JOHN HANCOCK EXCHANGE TRADED | $11,889 | -4.1% | 216 | 0.0% | 0.00% | 0.0% | |
ACN | Sell | ACCENTURE PLC IRELAND | $8,193 | -72.2% | 27 | -68.2% | 0.00% | -50.0% |
GFL | GFL ENVIRONMENTAL INC | $19,465 | +12.8% | 500 | 0.0% | 0.00% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $6,913 | +1.8% | 104 | 0.0% | 0.00% | 0.0% | |
TFC | TRUIST FINL CORP | $8,742 | -0.3% | 225 | 0.0% | 0.00% | 0.0% | |
AVUV | New | AMERICAN CENTY ETF TR | $19,559 | – | 218 | +100.0% | 0.00% | – |
CCI | Sell | CROWN CASTLE INC | $9,770 | -53.8% | 100 | -50.0% | 0.00% | -50.0% |
IWO | Sell | ISHARES TR | $19,690 | -51.5% | 75 | -50.0% | 0.00% | -66.7% |
CMCSA | COMCAST CORP NEW | $13,511 | -9.7% | 345 | 0.0% | 0.00% | 0.0% | |
ABNB | AIRBNB INC | $15,163 | -8.1% | 100 | 0.0% | 0.00% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC | $9,409 | +479.0% | 58 | +544.4% | 0.00% | – |
CNP | CENTERPOINT ENERGY INC | $12,392 | +8.7% | 400 | 0.0% | 0.00% | 0.0% | |
RIG | TRANSOCEAN LTD | $13,375 | -14.8% | 2,500 | 0.0% | 0.00% | 0.0% | |
SPOT | SPOTIFY TECHNOLOGY S A | $15,690 | +18.9% | 50 | 0.0% | 0.00% | 0.0% | |
ULTA | Buy | ULTA BEAUTY INC | $10,805 | -17.3% | 28 | +12.0% | 0.00% | 0.0% |
SBUX | STARBUCKS CORP | $16,115 | -14.8% | 207 | 0.0% | 0.00% | 0.0% | |
RPM | RPM INTL INC | $16,152 | -9.5% | 150 | 0.0% | 0.00% | 0.0% | |
IOO | New | ISHARES TR | $10,624 | – | 110 | +100.0% | 0.00% | – |
MS | MORGAN STANLEY | $8,262 | +3.2% | 85 | 0.0% | 0.00% | 0.0% | |
MUR | MURPHY OIL CORP | $7,630 | -9.8% | 185 | 0.0% | 0.00% | 0.0% | |
NTRS | NORTHERN TR CORP | $8,398 | -5.6% | 100 | 0.0% | 0.00% | 0.0% | |
SHELL PLC | $17,829 | +7.7% | 247 | 0.0% | 0.00% | 0.0% | ||
UUP | New | INVESCO DB US DLR INDEX TR | $17,478 | – | 600 | +100.0% | 0.00% | – |
FTXL | Sell | FIRST TR EXCHANGE-TRADED FD | $18,475 | -86.6% | 185 | -87.9% | 0.00% | -90.0% |
JMST | New | J P MORGAN EXCHANGE TRADED F | $15,884 | – | 313 | +100.0% | 0.00% | – |
CME | CME GROUP INC | $6,881 | -8.7% | 35 | 0.0% | 0.00% | 0.0% | |
UNFI | Sell | UNITED NAT FOODS INC | $524 | -72.4% | 40 | -75.8% | 0.00% | – |
UPS | UNITED PARCEL SERVICE INC | $2,737 | -7.9% | 20 | 0.0% | 0.00% | – | |
CFFN | CAPITOL FED FINL INC | $5,490 | -7.9% | 1,000 | 0.0% | 0.00% | – | |
CANOPY GROWTH CORP | $7 | -22.2% | 1 | 0.0% | 0.00% | – | ||
MOH | Exit | MOLINA HEALTHCARE INC | $0 | – | -4 | -100.0% | 0.00% | – |
WING | Exit | WINGSTOP INC | $0 | – | -2 | -100.0% | 0.00% | – |
TSN | Exit | TYSON FOODS INC | $0 | – | -42 | -100.0% | 0.00% | – |
VT | VANGUARD INTL EQUITY INDEX F | $108 | +1.9% | 1 | 0.0% | 0.00% | – | |
LOGI | Exit | LOGITECH INTL S A | $0 | – | -4 | -100.0% | 0.00% | – |
BAH | Exit | BOOZ ALLEN HAMILTON HLDG COR | $0 | – | -11 | -100.0% | 0.00% | – |
CI | THE CIGNA GROUP | $2,645 | -9.0% | 8 | 0.0% | 0.00% | – | |
BSX | Sell | BOSTON SCIENTIFIC CORP | $1,464 | -74.6% | 19 | -77.4% | 0.00% | – |
BIIB | BIOGEN INC | $1,739 | +7.5% | 8 | 0.0% | 0.00% | – | |
BK | Sell | BANK NEW YORK MELLON CORP | $5,989 | -48.0% | 100 | -50.0% | 0.00% | -100.0% |
VTRS | Sell | VIATRIS INC | $2,626 | -37.5% | 247 | -29.8% | 0.00% | – |
WAB | WABTEC | $2,529 | +8.5% | 16 | 0.0% | 0.00% | – | |
ADSK | AUTODESK INC | $2,228 | -4.9% | 9 | 0.0% | 0.00% | – | |
New | WORKHORSE GROUP INC | $3 | – | 2 | +100.0% | 0.00% | – | |
AME | AMETEK INC | $1,668 | -8.8% | 10 | 0.0% | 0.00% | – | |
AMH | AMERICAN HOMES 4 RENT | $2,713 | +1.0% | 73 | 0.0% | 0.00% | – | |
DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -8 | -100.0% | 0.00% | – |
AXP | Sell | AMERICAN EXPRESS CO | $5,326 | -55.0% | 23 | -55.8% | 0.00% | -100.0% |
APTV | Sell | APTIV PLC | $2,641 | -91.4% | 38 | -90.2% | 0.00% | -100.0% |
STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,544 | +11.0% | 44 | 0.0% | 0.00% | – | |
BABA | ALIBABA GROUP HLDG LTD | $720 | -0.6% | 10 | 0.0% | 0.00% | – | |
TEL | TE CONNECTIVITY LTD | $3,912 | +3.6% | 26 | 0.0% | 0.00% | – | |
ACM | AECOM | $2,468 | -10.2% | 28 | 0.0% | 0.00% | – | |
ODDITY TECH LTD | $1,963 | -9.7% | 50 | 0.0% | 0.00% | – | ||
ASML | ASML HOLDING N V | $1,023 | +5.4% | 1 | 0.0% | 0.00% | – | |
ARKK | ARK ETF TR | $1,319 | -12.2% | 30 | 0.0% | 0.00% | – | |
GMDA | Exit | GAMIDA CELL LTD | $0 | – | -1,000 | -100.0% | 0.00% | – |
HLI | Exit | HOULIHAN LOKEY INC | $0 | – | -15 | -100.0% | 0.00% | – |
Exit | NUTEX HEALTH INC | $0 | – | -2,000 | -100.0% | 0.00% | – | |
WDAY | Exit | WORKDAY INC | $0 | – | -12 | -100.0% | 0.00% | – |
WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -15 | -100.0% | 0.00% | – |
PENN | PENN ENTERTAINMENT INC | $3,871 | +6.3% | 200 | 0.0% | 0.00% | – | |
TLH | New | ISHARES TR | $4,108 | – | 40 | +100.0% | 0.00% | – |
ASAN | Exit | ASANA INC | $0 | – | -2 | -100.0% | 0.00% | – |
GBF | New | ISHARES TR | $2,876 | – | 28 | +100.0% | 0.00% | – |
PSX | Sell | PHILLIPS 66 | $142 | -98.6% | 1 | -98.4% | 0.00% | -100.0% |
TLT | Sell | ISHARES TR | $4,131 | -50.4% | 45 | -48.9% | 0.00% | -100.0% |
AGG | New | ISHARES TR | $4,272 | – | 44 | +100.0% | 0.00% | – |
RL | Sell | RALPH LAUREN CORP | $1,226 | -53.4% | 7 | -50.0% | 0.00% | – |
REDDIT INC | $2,237 | +29.5% | 35 | 0.0% | 0.00% | – | ||
IP | INTERNATIONAL PAPER CO | $432 | +10.5% | 10 | 0.0% | 0.00% | – | |
RM | REGIONAL MGMT CORP | $5,748 | +18.7% | 200 | 0.0% | 0.00% | – | |
INOVIO PHARMACEUTICALS INC | $146 | -41.6% | 18 | 0.0% | 0.00% | – | ||
RSG | Sell | REPUBLIC SVCS INC | $4,665 | -49.2% | 24 | -50.0% | 0.00% | -100.0% |
RBLX | ROBLOX CORP | $2,605 | -2.5% | 70 | 0.0% | 0.00% | – | |
ROP | ROPER TECHNOLOGIES INC | $4,510 | +0.5% | 8 | 0.0% | 0.00% | – | |
SPGI | S&P GLOBAL INC | $4,014 | +4.8% | 9 | 0.0% | 0.00% | – | |
IR | Sell | INGERSOLL RAND INC | $909 | -64.5% | 10 | -63.0% | 0.00% | – |
HPK | HIGHPEAK ENERGY INC | $4,570 | -10.8% | 325 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP | $1,075 | -24.8% | 500 | 0.0% | 0.00% | – | |
GWW | GRAINGER W W INC | $5,414 | -11.3% | 6 | 0.0% | 0.00% | – | |
FMS | FRESENIUS MEDICAL CARE AG | $1,909 | -1.0% | 100 | 0.0% | 0.00% | – | |
SPTS | New | SPDR SER TR | $2,599 | – | 90 | +100.0% | 0.00% | – |
HES | Exit | HESS CORP | $0 | – | -7 | -100.0% | 0.00% | – |
FCX | FREEPORT-MCMORAN INC | $5,152 | +3.4% | 106 | 0.0% | 0.00% | – | |
IFV | FIRST TR EXCHANGE-TRADED FD | $984 | -1.6% | 50 | 0.0% | 0.00% | – | |
FDX | FEDEX CORP | $2,999 | +3.5% | 10 | 0.0% | 0.00% | – | |
XLB | New | SELECT SECTOR SPDR TR | $5,652 | – | 64 | +100.0% | 0.00% | – |
XLY | New | SELECT SECTOR SPDR TR | $5,837 | – | 32 | +100.0% | 0.00% | – |
XLF | New | SELECT SECTOR SPDR TR | $5,633 | – | 137 | +100.0% | 0.00% | – |
SCI | SERVICE CORP INTL | $1,281 | -4.1% | 18 | 0.0% | 0.00% | – | |
SHOP | SHOPIFY INC | $2,642 | -14.4% | 40 | 0.0% | 0.00% | – | |
EQIX | EQUINIX INC | $2,270 | -8.3% | 3 | 0.0% | 0.00% | – | |
LUV | SOUTHWEST AIRLS CO | $144 | -1.4% | 5 | 0.0% | 0.00% | – | |
SYK | STRYKER CORPORATION | $1,021 | -4.9% | 3 | 0.0% | 0.00% | – | |
ENVIROTECH VEHICLES INC | $1,242 | -29.2% | 650 | 0.0% | 0.00% | – | ||
ET | ENERGY TRANSFER L P | $3,618 | +3.1% | 223 | 0.0% | 0.00% | – | |
TMC THE METALS COMPANY INC | $3,207 | -5.6% | 2,375 | 0.0% | 0.00% | – | ||
TGT | TARGET CORP | $5,478 | -16.5% | 37 | 0.0% | 0.00% | – | |
PFLD | ETF SER SOLUTIONS | $2,102 | -0.6% | 100 | 0.0% | 0.00% | – | |
EQT | EQT CORP | $3,292 | -0.2% | 89 | 0.0% | 0.00% | – | |
DDD | 3-D SYS CORP DEL | $154 | -30.6% | 50 | 0.0% | 0.00% | – | |
MMM | 3M CO | $1,840 | -3.7% | 18 | 0.0% | 0.00% | – | |
TLRY | TILRAY BRANDS INC | $7 | -30.0% | 4 | 0.0% | 0.00% | – | |
TKR | TIMKEN CO | $962 | -8.4% | 12 | 0.0% | 0.00% | – | |
TD | TORONTO DOMINION BK ONT | $110 | -9.1% | 2 | 0.0% | 0.00% | – | |
TM | TOYOTA MOTOR CORP | $5,125 | -18.5% | 25 | 0.0% | 0.00% | – | |
ABC | Exit | CENCORA INC | $0 | – | -7 | -100.0% | 0.00% | – |
TDG | TRANSDIGM GROUP INC | $1,278 | +3.7% | 1 | 0.0% | 0.00% | – | |
IWR | Exit | ISHARES TR | $0 | – | -25 | -100.0% | 0.00% | – |
FANG | DIAMONDBACK ENERGY INC | $1,402 | +1.0% | 7 | 0.0% | 0.00% | – | |
DAL | DELTA AIR LINES INC DEL | $2,372 | -0.9% | 50 | 0.0% | 0.00% | – | |
TRINITY BIOTECH PLC | $43 | +4.9% | 20 | 0.0% | 0.00% | – | ||
STZ | CONSTELLATION BRANDS INC | $1,287 | -5.3% | 5 | 0.0% | 0.00% | – | |
UL | UNILEVER PLC | $2,310 | +9.6% | 42 | 0.0% | 0.00% | – | |
CARGO THERAPEUTICS INC | $5,747 | -26.4% | 350 | 0.0% | 0.00% | -100.0% | ||
New | NUTEX HEALTH INC | $80 | – | 134 | +100.0% | 0.00% | – | |
NFLX | Exit | NETFLIX INC | $0 | – | -2 | -100.0% | 0.00% | – |
STIM | NEURONETICS INC | $180 | -62.2% | 100 | 0.0% | 0.00% | – | |
NBIX | NEUROCRINE BIOSCIENCES INC | $689 | -0.1% | 5 | 0.0% | 0.00% | – | |
EOG | Exit | EOG RES INC | $0 | – | -22 | -100.0% | 0.00% | – |
TTE | Exit | TOTALENERGIES SE | $0 | – | -58 | -100.0% | 0.00% | – |
NIO | NIO INC | $728 | -7.6% | 175 | 0.0% | 0.00% | – | |
MBIN | MERCHANTS BANCORP IND | $41 | -6.8% | 1 | 0.0% | 0.00% | – | |
LXU | LSB INDS INC | $3,461 | -6.8% | 423 | 0.0% | 0.00% | – | |
NOC | NORTHROP GRUMMAN CORP | $4,360 | -8.9% | 10 | 0.0% | 0.00% | – | |
FBIZ | Exit | FIRST BUSINESS FINL SVCS INC | $0 | – | -200 | -100.0% | -0.00% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTD | $0 | – | -82 | -100.0% | -0.00% | – |
IDV | Exit | ISHARES TR | $0 | – | -275 | -100.0% | -0.00% | – |
IBDQ | Exit | ISHARES TR | $0 | – | -350 | -100.0% | -0.00% | – |
PLD | Exit | PROLOGIS INC. | $0 | – | -222 | -100.0% | -0.00% | – |
DCPH | Exit | DECIPHERA PHARMACEUTICALS IN | $0 | – | -1,811 | -100.0% | -0.00% | – |
PXD | Exit | PIONEER NAT RES CO | $0 | – | -140 | -100.0% | -0.00% | – |
LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -1,006 | -100.0% | -0.02% | – |
SONY | Exit | SONY GROUP CORP | $0 | – | -258,618 | -100.0% | -1.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LOCKHEED MARTIN CORP | 45 | Q2 2024 | 4.3% |
Cisco Systems | 45 | Q2 2024 | 5.1% |
THERMO FISHER SCIENTIFIC INC | 45 | Q2 2024 | 4.3% |
MASTERCARD INCORPORATED | 45 | Q2 2024 | 4.6% |
AMERIPRISE FINL INC | 45 | Q2 2024 | 3.5% |
INTEL CORP | 45 | Q2 2024 | 4.2% |
GILEAD SCIENCES INC | 45 | Q2 2024 | 3.9% |
FIFTH THIRD BANCORP | 45 | Q2 2024 | 3.3% |
APPLE INC | 45 | Q2 2024 | 3.1% |
BECTON DICKINSON & CO | 45 | Q2 2024 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-10-07 |
N-PX | 2024-07-30 |
13F-HR | 2024-07-10 |
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 |
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.