AP
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ATWOOD & PALMER INC13F | |
| ATWOOD & PALMER INC | |
| Last update 2025-07-08 | 514 Stocks (86 new) |
| Value $1.60 Bil | Turnover 14 % |
ATWOOD & PALMER INC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 661,885 | 90,228.2 | -9.86% | 5.640 | -0.42% | 0.030 | +53.37% | +104.46% | 364,913.3 | Software | |
SHY | iShares 1-3 Year Treasury Bond ETF | 660,278 | 54,710.6 | +17.71% | 3.420 | +0.51% | 0.230 | +0.84% | +2.69% | 23,688.1 | ||
AVDE | Avantis International Equity ETF | 731,327 | 54,125.5 | +2.91% | 3.380 | +0.10% | 0.720 | +15.47% | +26.32% | 7,696.2 | ||
JAAA | Janus Henderson AAA CLO ETF | 1,057,357 | 53,660.9 | +14.31% | 3.350 | +0.42% | 0.250 | +1.96% | +2.64% | 22,841.5 | ||
JEMB |
Janus Henderson Emerging Markets Debt Hard Currency ETF
Janus Henderson Emerging Markets Debt Hard Currency ETF
| 1,035,255 | 53,573.6 | New Holding | 3.350 | +3.35% | 14.180 | +4.85% | +6.72% | 376.9 | ||
MELI | MercadoLibre Inc | 17,044 | 44,546.7 | +0.21% | 2.780 | +0.01% | 0.030 | +11.89% | +40.81% | 121,391.3 | Retail - Cyclical | |
AVEM | Avantis Emerging Markets Equity ETF | 645,242 | 44,224.9 | +3.56% | 2.760 | +0.09% | 0.410 | +20.63% | +22.19% | 11,156.4 | ||
GOOG | Alphabet Inc | 248,181 | 44,024.9 | +1.19% | 2.750 | +0.03% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media | |
URI | United Rentals Inc | 57,371 | 43,223.5 | +0.47% | 2.700 | +0.01% | 0.090 | +36.67% | +14.58% | 52,210.5 | Business Services | |
LDOS | Leidos Holdings Inc | 261,473 | 41,250.0 | -0.08% | 2.580 | 0% | 0.200 | +15.74% | +14.43% | 21,098.3 | Software |
ATWOOD & PALMER INC's Historical Top Holdings Breakdowns
ATWOOD & PALMER INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JEMB |
Janus Henderson Emerging Markets Debt Hard Currency ETF
Janus Henderson Emerging Markets Debt Hard Currency ETF
| 2025-06-30 | New Buy New Buy | +3.35% | 48.37 ($50.31) 51.75 | $51.64 | 2.64% | New holding | 1,035,255 | 1,035,255 | |
BBBI |
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
| 2025-06-30 | New Buy New Buy | +2.29% | 49.34 ($50.45) 51.55 | $51.31 | 1.71% | New holding | 711,570 | 711,570 | |
PSQO |
Palmer Square Credit Opportunities ETF
Palmer Square Credit Opportunities ETF
| 2025-06-30 | Add Add | +1.79% | 20.13 ($20.38) 20.62 | $20.57 | 0.93% | Add 351.3% | 1,796,773 | 1,398,637 | |
HOLX | Hologic Inc | 2025-06-30 | Reduce Reduce | -1.51% | 52.73 ($59.97) 65.22 | $65.95 | 9.97% | Reduce -99.94% | 219 | -353,126 | |
GS | The Goldman Sachs Group Inc | 2025-06-30 | Add Add | +1.46% | 462.22 ($578.93) 707.75 | $717.52 | 23.94% | Add 40225.61% | 33,067 | 32,985 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2025-06-30 | Reduce Reduce | -1.45% | 99.83 ($100) 100.18 | $100.07 | 0.07% | Reduce -85.49% | 35,557 | -209,468 | |
IBTK |
iShares iBonds Dec 2030 Term Treasury ETF
iShares iBonds Dec 2030 Term Treasury ETF
| 2025-06-30 | Reduce Reduce | -1.40% | 19.44 ($19.63) 19.88 | $19.68 | 0.23% | Reduce -91.22% | 99,110 | -1,029,781 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.40% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Add 1026.55% | 156,264 | 142,393 | |
XBB |
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
| 2025-06-30 | New Buy New Buy | +1.19% | 38.95 ($40.26) 41.19 | $40.98 | 1.78% | New holding | 463,770 | 463,770 | |
PYPL | PayPal Holdings Inc | 2025-06-30 | Reduce Reduce | -1.13% | 57.41 ($68.43) 74.81 | $76.66 | 12.03% | Reduce -99.47% | 1,337 | -250,289 |
ATWOOD & PALMER INC Total Holding History ($B)
ATWOOD & PALMER INC's Asset Allocation
ATWOOD & PALMER INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ATWOOD & PALMER INC's Hypothetical Growth since 2025-06-30
ATWOOD & PALMER INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ATWOOD & PALMER INC's Holdings Heat Map
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ATWOOD & PALMER INC's Holdings Bubble Chart
ATWOOD & PALMER INC News
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