AP

ATWOOD & PALMER INC

13F
ATWOOD & PALMER INC
Last update 2025-04-15 441 Stocks (18 new)
Value $1.44 Bil Turnover 4 %
Countries:
Top Holdings: PLTR(4.30%)AVDE(3.27%)JAAA(3.25%)SHY(3.22%)ABBV(2.78%)
Summary Stock Picks Current Portfolio
ATWOOD & PALMER INC Top Holdings of 2025-03-31 View Full List
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
734,324
61,976.9
-37.02%
4.300
-2.24%
0.030
+60.68%
+77.61%
317,006.8
Software
AVDE
Avantis International Equity ETF
710,627
47,093.3
+2.92%
3.270
+0.09%
0.780
+15.75%
+22.99%
7,493.2
 
JAAA
Janus Henderson AAA CLO ETF
925,008
46,907.2
+4.58%
3.250
+0.14%
0.220
+1.97%
+2.41%
21,677.2
 
SHY
iShares 1-3 Year Treasury Bond ETF
560,933
46,406.0
+3.56%
3.220
+0.11%
0.190
+0.59%
+2.50%
23,968.0
 
ABBV
AbbVie Inc
191,348
40,091.2
-2.33%
2.780
-0.06%
0.010
-5.11%
+8.69%
334,881.6
Drug Manufacturers
GILD
Gilead Sciences Inc
345,067
38,664.7
-1.20%
2.680
-0.03%
0.030
+0.18%
+22.74%
139,065.1
Drug Manufacturers
GOOG
Alphabet Inc
245,265
38,317.8
-0.35%
2.660
-0.01%
0.000
+17.98%
-5.33%
2,175,075.4
Interactive Media
AVEM
Avantis Emerging Markets Equity ETF
623,034
37,488.0
+3.13%
2.600
+0.08%
0.470
+17.95%
+19.33%
10,895.8
 
AMP
Ameriprise Financial Inc
77,079
37,314.6
-2.85%
2.590
-0.08%
0.080
+19.88%
+2.91%
51,859.2
Asset Management
URI
United Rentals Inc
57,102
35,785.9
-0.93%
2.480
-0.03%
0.090
+34.05%
+12.76%
51,381.7
Business Services

ATWOOD & PALMER INC's Historical Top Holdings Breakdowns

ATWOOD & PALMER INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-2.24%
●
64.98 ($87.82) 124.62
$134.33
52.96%
Reduce -37.02%
734,324
-431,614
MELI
MercadoLibre Inc
2025-03-31
Add
Add
+1.04%
●
1739 ($1984.94) 2260
$2,500.47
25.97%
Add 82.84%
17,008
7,706
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.85%
●
63.17 ($72.04) 81.49
$93.36
29.60%
Add 16840.42%
170,590
169,583
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
2025-03-31
Add
Add
+0.32%
●
51.63 ($52.09) 52.53
$52.30
0.41%
Add 24.84%
449,236
89,397
PSQO
Palmer Square Credit Opportunities ETF
Palmer Square Credit Opportunities ETF
2025-03-31
Add
Add
+0.30%
●
20.16 ($20.35) 20.47
$20.50
0.74%
Add 117.47%
398,136
215,056
FV
First Trust Dorsey Wright Focus 5 ETF
First Trust Dorsey Wright Focus 5 ETF
2025-03-31
Reduce
Reduce
-0.16%
●
53.91 ($59.31) 63.03
$60.06
1.26%
Reduce -28.98%
95,049
-38,794
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
2025-03-31
Add
Add
+0.14%
●
48.37 ($48.86) 49.23
$49.20
0.71%
Add 14.93%
310,145
40,299
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.14%
●
50.48 ($50.78) 51.04
$50.56
-0.42%
Add 4.58%
925,008
40,502
FITB
Fifth Third Bancorp
2025-03-31
Reduce
Reduce
-0.11%
●
37.48 ($42.17) 44.96
$43.52
3.19%
Reduce -4.21%
840,702
-36,992
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
Reduce
Reduce
-0.11%
●
99.85 ($100.02) 100.19
$99.88
-0.14%
Reduce -6.21%
245,025
-16,225

ATWOOD & PALMER INC Total Holding History ($B)

To

ATWOOD & PALMER INC's Asset Allocation

To

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 2025-03-31

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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