AP

ATWOOD & PALMER INC

13F
ATWOOD & PALMER INC
Last update 2024-07-10 436 Stocks (44 new)
Value $1.32 Bil Turnover 2 %
Countries:
Top Holdings: REGN(3.49%)GOOG(3.37%)JAAA(3.09%)SHY(3.02%)AVDE(2.84%)
Portfolio Report
Summary Stock Picks Current Portfolio
ATWOOD & PALMER INC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
REGN 		Regeneron Pharmaceuticals Inc
43,859
46097.280
-0.18%
3.490
-0.01%
0.040
-3.74%
+17.40%
113668.335
Biotechnology
GOOG 		Alphabet Inc
242,582
44494.400
-0.21%
3.370
-0.01%
0.000
-12.06%
+15.94%
1996319.400
Interactive Media
JAAA 		Janus Henderson AAA CLO ETF
800,902
40749.870
+1.17%
3.090
+0.04%
-
0%
+1.09%
40.680
 
SHY 		iShares 1-3 Year Treasury Bond ETF
487,494
39803.890
+1.10%
3.020
+0.03%
-
+1.91%
+1.44%
23826.477
 
AVDE 		Avantis International Equity ETF
601,932
37476.290
+1.35%
2.840
+0.04%
-
+6.03%
+9.65%
5234.540
 
LDOS 		Leidos Holdings Inc
255,617
37289.430
-0.09%
2.820
0%
0.190
+6.81%
+47.16%
21284.764
Software
URI 		United Rentals Inc
57,393
37117.510
+0.85%
2.810
+0.02%
0.090
+25.52%
+40.88%
53044.275
Business Services
CDW 		CDW Corp
156,287
34983.300
+0.39%
2.650
+0.01%
0.120
-1.22%
-1.89%
29557.599
Software
AMP 		Ameriprise Financial Inc
79,603
34005.510
-1.74%
2.580
-0.05%
0.080
+6.09%
+23.23%
45470.187
Asset Management
AVEM 		Avantis Emerging Markets Equity ETF
553,768
33829.660
+1.75%
2.560
+0.04%
-
+4.05%
+12.56%
6791.290
 

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
SONY 		Sony Group Corp2024-06-30Sold Out
-1.68%
●
75.37 ($82.67) 87.23
$96.01
16.14%
Sold Out
0
-258,618
MELI 		MercadoLibre Inc2024-06-30New Buy
+1.05%
●
1356.43 ($1578.7) 1787.73
$2,131.29
35.00%
New holding
8,428
8,428
JSI 		Janus Henderson Securitized Income ETF2024-06-30Add
+0.17%
●
51.03 ($51.44) 51.87
$52.97
2.96%
Add 17.92%
281,900
42,830
LMBS 		First Trust Low Duration Mortgage Opportunities ET2024-06-30Add
+0.13%
●
47.58 ($48) 48.41
$49.56
3.25%
Add 19.9%
210,715
34,975
PLTR 		Palantir Technologies Inc2024-06-30Add
+0.13%
●
20.47 ($22.52) 25.82
$37.12
64.83%
Add 5.55%
1,280,827
67,333
ABBV 		AbbVie Inc2024-06-30Add
+0.05%
●
154.79 ($165.65) 180.76
$191.26
15.46%
Add 2%
194,246
3,815
AMP 		Ameriprise Financial Inc2024-06-30Reduce
-0.05%
●
407.69 ($427.19) 442.22
$463.09
8.40%
Reduce -1.74%
79,603
-1,406
DHI 		D.R. Horton Inc2024-06-30Add
+0.05%
●
139.4 ($146.91) 161.88
$187.17
27.40%
Add 2.01%
230,395
4,542
AVEM 		Avantis Emerging Markets Equity ETF2024-06-30Add
+0.04%
●
56.42 ($59.95) 62.42
$63.47
5.87%
Add 1.75%
553,768
9,520
AVDE 		Avantis International Equity ETF2024-06-30Add
+0.04%
●
61.17 ($63.46) 65.29
$66.26
4.41%
Add 1.35%
601,932
8,030

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

  • 1

ATWOOD & PALMER INC's Hypothetical Growth since 2024-06-30

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

  • 1

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