Atwood & Palmer Inc
CIK Number: 0001044929
1.44B
Market Value
436
# of Holdings
21 months
Avg. Holding Period
38.14%
Win Rate
16.28%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Techno... | 137.34 | +1.59% | 1.17M | -8.63% | 88.18M | 9.19 | 6.04% |
| 2 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 246.12K | +0.00% | 46.87M | 46.47 | 3.21% |
| 3 | JAAA | Janus Henderson... | 50.65 | -0.02% | 884.51K | +6.45% | 44.85M | 50.3 | 3.07% |
| 4 | SHY | iShares 1-3 Yea... | 82.42 | -0.07% | 541.63K | +6.97% | 44.4M | 81.26 | 3.04% |
| 5 | AVDE | Avantis Interna... | 73.65 | -0.95% | 690.44K | +6.29% | 42.37M | 56.01 | 2.90% |
| 6 | AMP | Ameriprise Fina... | 501.79 | -2.67% | 79.34K | -0.21% | 42.24M | 102.4 | 2.89% |
| 7 | URI | United Rentals,... | 695.16 | -3.04% | 57.64K | +0.45% | 40.6M | 121.61 | 2.78% |
| 8 | FITB | Fifth Third Ban... | 37.97 | -2.59% | 877.69K | +0.20% | 37.11M | 21.93 | 2.54% |
| 9 | LDOS | Leidos Holdings... | 149.18 | +0.78% | 256.73K | +0.46% | 36.99M | 110.98 | 2.53% |
| 10 | AVEM | Avantis Emergin... | 67.16 | -1.39% | 604.14K | +4.58% | 35.52M | 53.23 | 2.43% |
| 11 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 195.9K | +1.23% | 34.81M | 110.71 | 2.39% |
| 12 | MA | Mastercard Inco... | 561.81 | -4.66% | 63.92K | -0.36% | 33.66M | 81.41 | 2.31% |
| 13 | LMT | Lockheed Martin... | 486.25 | +3.62% | 68.05K | +0.03% | 33.07M | 179.78 | 2.27% |
| 14 | DHI | D.R. Horton, In... | 123.04 | -2.53% | 231.41K | +0.97% | 32.36M | 54.66 | 2.22% |
| 15 | GILD | Gilead Sciences... | 109.96 | -1.87% | 349.26K | +0.74% | 32.26M | 66.59 | 2.21% |
| 16 | AAPL | Apple Inc. | 196.25 | -1.48% | 128.52K | -0.2% | 32.18M | 37.8 | 2.21% |
| 17 | REGN | Regeneron Pharm... | 529.27 | +1.42% | 43.68K | -0.27% | 31.12M | 593.72 | 2.13% |
| 18 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 522.95K | -0.26% | 30.96M | 29.6 | 2.12% |
| 19 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 54.68K | +0.22% | 28.44M | 120.49 | 1.95% |
| 20 | CDW | CDW Corporation | 170.43 | -2.47% | 157.3K | +0.36% | 27.38M | 48.49 | 1.88% |
| 21 | IGSB | iShares 1-5 Yea... | 52.30 | -0.15% | 512.84K | +3.13% | 26.51M | 49.88 | 1.82% |
| 22 | GBIL | Goldman Sachs A... | 99.98 | +0.04% | 261.25K | +0.03% | 26.1M | 100 | 1.79% |
| 23 | HOLX | Hologic, Inc. | 64.75 | -0.71% | 357.74K | +0.48% | 25.79M | 48.38 | 1.77% |
| 24 | WMT | Walmart Inc. | 94.42 | -0.43% | 279.34K | -0.86% | 25.24M | 39.66 | 1.73% |
| 25 | IBTI | iShares iBonds ... | 22.19 | -0.14% | 1.08M | +7.32% | 23.74M | 21.68 | 1.63% |
| 26 | IBTJ | iShares iBonds ... | 21.70 | -0.16% | 1.09M | +7.49% | 23.24M | 21.15 | 1.59% |
| 27 | AVIV | Avantis Interna... | 62.37 | -0.75% | 444.85K | +5.54% | 23.09M | 47.21 | 1.58% |
| 28 | GNRC | Generac Holding... | 124.77 | -2.82% | 148.56K | +0.60% | 23.03M | 66.76 | 1.58% |
| 29 | UTHR | United Therapeu... | 283.48 | -0.93% | 64.58K | +0.81% | 22.78M | 236.44 | 1.56% |
| 30 | TPYP | Tortoise North ... | 35.73 | +0.08% | 657.31K | +2.25% | 22.41M | 16.53 | 1.54% |
| 31 | VRTX | Vertex Pharmace... | 455.66 | -0.96% | 55.39K | +2.08% | 22.31M | 355.44 | 1.53% |
| 32 | PYPL | PayPal Holdings... | 70.83 | -5.32% | 252.09K | -28.33% | 21.52M | 90.66 | 1.47% |
| 33 | IBTK | iShares iBonds ... | 19.59 | -0.18% | 1.08M | +5.81% | 20.71M | 19.04 | 1.42% |
| 34 | GRMN | Garmin Ltd. | 201.32 | -3.39% | 95.29K | -0.45% | 19.65M | 99.65 | 1.35% |
| 35 | DKNG | DraftKings Inc. | 36.52 | -3.86% | 524.26K | +1.78% | 19.5M | 35.67 | 1.34% |
| 36 | JSI | Janus Detroit S... | 52.13 | -0.06% | 359.84K | +15.58% | 18.64M | 51.52 | 1.28% |
| 37 | ON | ON Semiconducto... | 51.05 | -3.64% | 282.11K | +0.88% | 17.79M | 22.56 | 1.22% |
| 38 | VCSH | Vanguard Short-... | 78.84 | -0.16% | 225.94K | -4.95% | 17.63M | 74.74 | 1.21% |
| 39 | LOW | Lowe's Companie... | 217.24 | -2.8% | 70.45K | +0.01% | 17.39M | 123.28 | 1.19% |
| 40 | GHYB | Goldman Sachs A... | 44.82 | +0.25% | 377.31K | +1.01% | 16.77M | 41.52 | 1.15% |
| 41 | MELI | MercadoLibre, I... | 2371.28 | +0.10% | 9.3K | +7.36% | 15.82M | 1616.18 | 1.08% |
| 42 | AVDV | Avantis Interna... | 78.68 | -0.81% | 242.75K | +11.29% | 15.8M | 59.07 | 1.08% |
| 43 | JBBB | Janus Henderson... | 48.22 | -0.22% | 306.23K | -4.35% | 15.05M | 49.19 | 1.03% |
| 44 | LMBS | First Trust Low... | 49.07 | -0.12% | 269.85K | +18.12% | 13.13M | 48.24 | 0.90% |
| 45 | LHX | L3Harris Techno... | 257.13 | +2.69% | 61.64K | +1.68% | 12.96M | 194.3 | 0.89% |
| 46 | SHYG | iShares 0-5 Yea... | 42.56 | -0.2% | 285.22K | +1.80% | 12.15M | 40.38 | 0.83% |
| 47 | GSIE | Goldman Sachs A... | 39.40 | -1.25% | 293.72K | -15.5% | 9.79M | 28.99 | 0.67% |
| 48 | IMTM | iShares MSCI In... | 44.85 | -1.03% | 256.07K | -15.77% | 9.58M | 34.33 | 0.66% |
| 49 | FV | First Trust Dor... | 57.20 | -1.46% | 133.84K | -3.49% | 7.9M | 33.83 | 0.54% |
| 50 | JKHY | Jack Henry & As... | 179.16 | -0.57% | 40.86K | 0.00% | 7.16M | 35.31 | 0.49% |
| 51 | HD | The Home Depot,... | 354.54 | -2.37% | 18.12K | +0.06% | 7.05M | 70.32 | 0.48% |
| 52 | VSLU | Applied Finance... | 37.65 | -1.6% | 184.82K | -1.19% | 6.76M | 33.5 | 0.46% |
| 53 | RSP | Invesco S&P 500... | 177.34 | -1.21% | 34.13K | +0.35% | 5.98M | 178.34 | 0.41% |
| 54 | KMB | Kimberly-Clark ... | 130.83 | -2.29% | 44.63K | -2.46% | 5.85M | 108.27 | 0.40% |
| 55 | BDX | Becton, Dickins... | 172.19 | -1.3% | 25.57K | -2.03% | 5.8M | 104.75 | 0.40% |
| 56 | CBSH | Commerce Bancsh... | 60.65 | -2.24% | 71.99K | +3.03% | 4.49M | 49.19 | 0.31% |
| 57 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 23.47K | +0.12% | 4.44M | 46.69 | 0.30% |
| 58 | PG | The Procter & G... | 160.25 | -1.79% | 22.26K | 0.00% | 3.73M | 90.18 | 0.26% |
| 59 | PSQO | Palmer Square C... | 20.60 | +0.10% | 183.08K | +167.62% | 3.69M | 20.16 | 0.25% |
| 60 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 23.98K | -2.04% | 3.47M | 89.16 | 0.24% |
| 61 | CL | Colgate-Palmoli... | 90.26 | -3.09% | 26.35K | 0.00% | 2.4M | 65.29 | 0.16% |
| 62 | GSST | Goldman Sachs A... | 50.41 | +0.03% | 47.6K | -1.04% | 2.39M | 49.86 | 0.16% |
| 63 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 13.76K | +0.07% | 2.09M | 102.8 | 0.14% |
| 64 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 4.6K | +1.05% | 1.94M | 173.82 | 0.13% |
| 65 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 17.08K | 0.00% | 1.84M | 81.01 | 0.13% |
| 66 | PAYX | Paychex, Inc. | 153.21 | -0.18% | 12.89K | -0.03% | 1.81M | 31.08 | 0.12% |
| 67 | IEI | iShares 3-7 Yea... | 117.75 | -0.19% | 15.28K | +483.46% | 1.77M | 116.25 | 0.12% |
| 68 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 7.2K | +1.14% | 1.73M | 87.87 | 0.12% |
| 69 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 3.69K | +0.19% | 1.67M | 184.38 | 0.11% |
| 70 | GEM | Goldman Sachs A... | 36.02 | -1.45% | 52.36K | -15.14% | 1.67M | 33.78 | 0.11% |
| 71 | AMGN | Amgen Inc. | 295.15 | -0.72% | 6.24K | +0.50% | 1.63M | 207.36 | 0.11% |
| 72 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 7.35K | +0.37% | 1.61M | 80.96 | 0.11% |
| 73 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 11.71K | -0.84% | 1.57M | 26.96 | 0.11% |
| 74 | HIW | Highwoods Prope... | 31.49 | -1.13% | 51.01K | 0.00% | 1.56M | 42.14 | 0.11% |
| 75 | RTX | RTX Corporation | 145.67 | +3.33% | 13.47K | +0.94% | 1.56M | 65.04 | 0.11% |
| 76 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.58K | 0.00% | 1.44M | 364.97 | 0.10% |
| 77 | PH | Parker-Hannifin... | 654.00 | -1.93% | 2.25K | -0.04% | 1.43M | 65.42 | 0.10% |
| 78 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 2.25K | -0.35% | 1.32M | 295.47 | 0.09% |
| 79 | ADP | Automatic Data ... | 306.69 | -0.99% | 4.49K | +0.36% | 1.31M | 55.08 | 0.09% |
| 80 | IVV | iShares Core S&... | 599.72 | -1.12% | 2.12K | 0.00% | 1.25M | 410.65 | 0.09% |
| 81 | IBM | International B... | 277.18 | -1.37% | 5.3K | 0.00% | 1.16M | 148.94 | 0.08% |
| 82 | JMBS | Janus Henderson... | 44.42 | -0.37% | 25.17K | +646.88% | 1.11M | 45.27 | 0.08% |
| 83 | IWF | iShares Russell... | 405.56 | -1.27% | 2.55K | +9.25% | 1.02M | 271.46 | 0.07% |
| 84 | SHV | iShares Short T... | 110.24 | +0.04% | 8.82K | 0.00% | 970.95K | 110.46 | 0.07% |
| 85 | HTH | Hilltop Holding... | 29.57 | -2.79% | 33.1K | 0.00% | 947.65K | 20.02 | 0.06% |
| 86 | MCD | McDonald's Corp... | 301.85 | -0.43% | 3.21K | +0.31% | 931.71K | 140.23 | 0.06% |
| 87 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 2.56K | -23.2% | 930.48K | 113.65 | 0.06% |
| 88 | ITOT | iShares Core S&... | 130.30 | -1.21% | 7.08K | 0.00% | 910.76K | 97.84 | 0.06% |
| 89 | PNC | The PNC Financi... | 173.38 | -2.45% | 4.55K | +1.02% | 876.7K | 94.81 | 0.06% |
| 90 | IRM | Iron Mountain I... | 101.59 | -0.9% | 8.25K | 0.00% | 867.16K | 32.45 | 0.06% |
| 91 | USB | U.S. Bancorp | 42.98 | -2.68% | 16.65K | -1.77% | 796.27K | 37.07 | 0.05% |
| 92 | DE | Deere & Company | 509.34 | -1.45% | 1.77K | 0.00% | 749.1K | 115.43 | 0.05% |
| 93 | FTSM | First Trust Enh... | 59.90 | +0.01% | 12.45K | -3.3% | 744.14K | 59.48 | 0.05% |
| 94 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 4.82K | 0.00% | 740.91K | 57.43 | 0.05% |
| 95 | KO | The Coca-Cola C... | 70.99 | -1.73% | 11.87K | -0.13% | 738.78K | 42.63 | 0.05% |
| 96 | CVX | Chevron Corpora... | 145.87 | +0.62% | 4.92K | +0.33% | 712.47K | 99.46 | 0.05% |
| 97 | ICSH | iShares Ultra S... | 50.55 | +0.01% | 13.78K | -3.5% | 694.77K | 50.03 | 0.05% |
| 98 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 1.71K | 0.00% | 690.57K | 78.85 | 0.05% |
| 99 | NEE | NextEra Energy,... | 74.75 | +1.24% | 9.62K | 0.00% | 689.37K | 25.84 | 0.05% |
| 100 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 11.73K | -12% | 663.34K | 39.13 | 0.05% |
| 101 | NXPI | NXP Semiconduct... | 211.00 | -2.94% | 3.01K | 0.00% | 625.21K | 80.42 | 0.04% |
| 102 | SAIA | Saia, Inc. | 260.68 | +0.27% | 1.32K | -11.67% | 603.84K | 28.15 | 0.04% |
| 103 | META | Meta Platforms,... | 682.74 | -1.53% | 1.01K | -0.49% | 594.29K | 116.54 | 0.04% |
| 104 | PM | Philip Morris I... | 184.25 | +0.08% | 4.75K | +0.15% | 571.18K | 81.9 | 0.04% |
| 105 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 3.36K | 0.00% | 560.41K | 42.51 | 0.04% |
| 106 | ANET | Arista Networks... | 92.31 | -3.62% | 5.05K | +100.00% | 557.96K | 110.53 | 0.04% |
| 107 | WM | Waste Managemen... | 236.43 | -0.3% | 2.71K | 0.00% | 546.25K | 98.97 | 0.04% |
| 108 | EMR | Emerson Electri... | 125.47 | -0.98% | 4.37K | +1.65% | 541.39K | 64.86 | 0.04% |
| 109 | JPST | JPMorgan Ultra-... | 50.53 | +0.04% | 10.63K | 0.00% | 535.18K | 50.16 | 0.04% |
| 110 | CARR | Carrier Global ... | 71.22 | -1.74% | 7.71K | 0.00% | 526.08K | 23.88 | 0.04% |
| 111 | VNLA | Janus Henderson... | 49.02 | -0.04% | 10.46K | 0.00% | 511.6K | 50.09 | 0.04% |
| 112 | AEP | American Electr... | 102.87 | -0.15% | 5.5K | 0.00% | 507.26K | 39.41 | 0.03% |
| 113 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 2.18K | +10.20% | 505.88K | 68.32 | 0.03% |
| 114 | BAC | Bank of America... | 44.08 | -1.21% | 11.05K | -8.3% | 485.74K | 19.51 | 0.03% |
| 115 | RF | Regions Financi... | 21.50 | -2.63% | 18.5K | 0.00% | 435.12K | 11.01 | 0.03% |
| 116 | UMBF | UMB Financial C... | 100.72 | -2.32% | 3.78K | 0.00% | 426.39K | 62.19 | 0.03% |
| 117 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 532 | +3.91% | 410.7K | 297.64 | 0.03% |
| 118 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 775 | +1.31% | 392.04K | 350.65 | 0.03% |
| 119 | MCO | Moody's Corpora... | 471.96 | -1.88% | 800 | 0.00% | 378.7K | 140.04 | 0.03% |
| 120 | VTI | Vanguard Total ... | 293.55 | -1.19% | 1.3K | 0.00% | 376.75K | 114.44 | 0.03% |
| 121 | PFE | Pfizer Inc. | 24.52 | -1.29% | 13.94K | -12.55% | 369.8K | 29.01 | 0.03% |
| 122 | OTIS | Otis Worldwide ... | 95.81 | -1.18% | 3.98K | +0.18% | 368.77K | 58.52 | 0.03% |
| 123 | ZTS | Zoetis Inc. | 164.36 | -2.64% | 2.17K | 0.00% | 353.4K | 86 | 0.02% |
| 124 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 4.42K | -25.32% | 310.81K | 46.89 | 0.02% |
| 125 | AXON | Axon Enterprise... | 780.34 | +0.66% | 520 | -25.71% | 309.05K | 25.14 | 0.02% |
| 126 | TJX | The TJX Compani... | 123.95 | -0.41% | 2.48K | +1.73% | 299.13K | 33.81 | 0.02% |
| 127 | SRE | Sempra | 74.08 | -2.82% | 3.3K | 0.00% | 289.48K | 31.3 | 0.02% |
| 128 | HON | Honeywell Inter... | 224.31 | -0.77% | 1.27K | +1.03% | 286.88K | 75.66 | 0.02% |
| 129 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 5.69K | 0.00% | 285.3K | 49.93 | 0.02% |
| 130 | IJH | iShares Core S&... | 60.25 | -1.54% | 4.53K | +6.84% | 282.26K | 51.19 | 0.02% |
| 131 | AVIG | Avantis Core Fi... | 41.02 | -0.44% | 6.63K | 0.00% | 269.18K | 40.41 | 0.02% |
| 132 | ECL | Ecolab Inc. | 263.97 | -2.58% | 1.12K | +0.72% | 262.2K | 144.27 | 0.02% |
| 133 | TT | Trane Technolog... | 421.25 | -0.72% | 700 | 0.00% | 258.55K | 142.27 | 0.02% |
| 134 | STPZ | PIMCO 1-5 Year ... | 53.38 | +0.03% | 4.9K | 0.00% | 256.27K | 53.15 | 0.02% |
| 135 | MO | Altria Group, I... | 59.80 | -0.19% | 4.81K | 0.00% | 251.41K | 32.77 | 0.02% |
| 136 | CW | Curtiss-Wright ... | 473.17 | -0.22% | 648 | 0.00% | 229.96K | 67.92 | 0.02% |
| 137 | LH | Laboratory Corp... | 261.09 | -0.21% | 1K | 0.00% | 229.32K | 203.13 | 0.02% |
| 138 | IWD | iShares Russell... | 189.82 | -1% | 1.23K | 0.00% | 228.45K | 151.65 | 0.02% |
| 139 | GSY | Invesco Ultra S... | 50.19 | +0.01% | 4.45K | 0.00% | 222.99K | 50.34 | 0.02% |
| 140 | EEM | iShares MSCI Em... | 47.12 | -1.58% | 5.09K | 0.00% | 212.86K | 38.82 | 0.01% |
| 141 | MDY | SPDR S&P MIDCAP... | 550.57 | -1.54% | 373 | -4.85% | 212.17K | 478.9 | 0.01% |
| 142 | EPD | Enterprise Prod... | 32.03 | +0.22% | 6.7K | 0.00% | 210.11K | 28.73 | 0.01% |
| 143 | SPYV | SPDR Portfolio ... | 51.23 | -1.01% | 4.07K | 0.00% | 208.19K | 43.6 | 0.01% |
| 144 | V | Visa Inc. | 352.88 | -4.99% | 620 | +2.14% | 195.94K | 214.17 | 0.01% |
| 145 | UNP | Union Pacific C... | 223.26 | -0.99% | 857 | 0.00% | 195.43K | 142.55 | 0.01% |
| 146 | SPTM | SPDR Portfolio ... | 72.36 | -1.19% | 2.67K | -16.61% | 190.36K | 66.49 | 0.01% |
| 147 | VUG | Vanguard Growth... | 418.25 | -1.39% | 460 | 0.00% | 188.8K | 308.94 | 0.01% |
| 148 | DIS | The Walt Disney... | 117.89 | -0.6% | 1.57K | 0.00% | 175.26K | 106.57 | 0.01% |
| 149 | CP | Canadian Pacifi... | 80.41 | -0.92% | 2.4K | 0.00% | 173.62K | 80.77 | 0.01% |
| 150 | SRPT | Sarepta Therape... | 36.17 | -3.06% | 1.4K | 0.00% | 170.23K | 114.52 | 0.01% |