Atwood & Palmer Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Atwood & Palmer Inc

CIK Number: 0001044929

1.6B
Market Value
435
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PLTR Palantir Techno...
156.14
+0.80% 734.32K -37.02% 61.98M 9.19 4.30% Share
2 AVDE Avantis Interna...
76.81
+0.64% 710.63K +2.92% 47.09M 56.3 3.27% Share
3 JAAA Janus Henderson...
50.63
-0.02% 925.01K +4.58% 46.91M 50.32 3.25% Share
4 SHY iShares 1-3 Yea...
82.80
+0.07% 560.93K +3.56% 46.41M 81.31 3.22% Share
5 ABBV AbbVie Inc.
213.01
+0.54% 191.35K -2.33% 40.09M 110.71 2.78% Share
6 GILD Gilead Sciences...
112.77
-0.19% 345.07K -1.2% 38.66M 66.59 2.68% Share
7 GOOG Alphabet Inc.
232.66
+0.68% 245.26K -0.35% 38.32M 46.47 2.66% Share
8 AVEM Avantis Emergin...
71.13
-0.31% 623.03K +3.13% 37.49M 53.44 2.60% Share
9 AMP Ameriprise Fina...
511.85
+0.92% 77.08K -2.85% 37.31M 102.4 2.59% Share
10 URI United Rentals,...
964.77
+2.06% 57.1K -0.93% 35.79M 121.61 2.48% Share
11 LDOS Leidos Holdings...
178.47
+0.42% 261.69K +1.93% 35.31M 111.43 2.45% Share
12 MA Mastercard Inco...
595.48
+0.37% 60.92K -4.7% 33.39M 81.41 2.32% Share
13 MELI MercadoLibre, I...
2417.80
+1.88% 17.01K +82.84% 33.18M 1767.82 2.30% Share
14 FITB Fifth Third Ban...
46.26
+1.49% 840.7K -4.21% 32.96M 21.93 2.29% Share
15 CSCO Cisco Systems, ...
67.99
+0.47% 521.21K -0.33% 32.16M 29.6 2.23% Share
16 LMT Lockheed Martin...
456.92
+1.75% 67.98K -0.11% 30.37M 179.78 2.11% Share
17 DHI D.R. Horton, In...
176.92
+2.76% 229.35K -0.89% 29.16M 54.66 2.02% Share
18 AAPL Apple Inc.
239.78
+0.55% 127.56K -0.75% 28.33M 37.8 1.97% Share
19 IGSB iShares 1-5 Yea...
52.92
+0.17% 525.49K +2.47% 27.52M 49.94 1.91% Share
20 TMO Thermo Fisher S...
489.42
+1.00% 53.79K -1.62% 26.76M 120.49 1.86% Share
21 VRTX Vertex Pharmace...
396.93
+0.08% 54.98K -0.73% 26.66M 355.44 1.85% Share
22 REGN Regeneron Pharm...
567.22
+0.61% 41.97K -3.91% 26.62M 593.72 1.85% Share
23 AVIV Avantis Interna...
65.77
+0.67% 456.19K +2.55% 25.86M 47.45 1.79% Share
24 IBTI iShares iBonds ...
22.36
+0.09% 1.13M +4.61% 25.23M 21.7 1.75% Share
25 CDW CDW Corporation
166.25
+1.76% 156.29K -0.64% 25.05M 48.49 1.74% Share
26 IBTJ iShares iBonds ...
21.97
+0.16% 1.14M +4.49% 24.78M 21.18 1.72% Share
27 GBIL Goldman Sachs A...
99.94
+0.02% 245.03K -6.21% 24.55M 100 1.70% Share
28 TPYP Tortoise North ...
35.51
-0.2% 657K -0.05% 23.89M 16.53 1.66% Share
29 WMT Walmart Inc.
100.91
+1.48% 268.85K -3.76% 23.6M 39.66 1.64% Share
30 JSI Janus Detroit S...
52.71
+0.10% 449.24K +24.84% 23.52M 51.69 1.63% Share
31 IBTK iShares iBonds ...
19.90
+0.21% 1.13M +4.63% 22.19M 19.07 1.54% Share
32 HOLX Hologic, Inc.
66.39
+0.23% 353.35K -1.23% 21.83M 48.38 1.51% Share
33 GRMN Garmin Ltd.
237.65
+0.31% 92.91K -2.5% 20.17M 99.65 1.40% Share
34 UTHR United Therapeu...
380.47
-2.8% 63.7K -1.36% 19.64M 236.44 1.36% Share
35 GNRC Generac Holding...
178.21
+1.75% 147.97K -0.39% 18.74M 66.76 1.30% Share
36 DKNG DraftKings Inc.
47.40
-0.59% 526.86K +0.50% 17.5M 35.66 1.21% Share
37 AVDV Avantis Interna...
85.57
+0.33% 244.05K +0.54% 17.02M 59.13 1.18% Share
38 VCSH Vanguard Short-...
79.77
+0.19% 214.34K -5.14% 16.92M 74.74 1.17% Share
39 GHYB Goldman Sachs A...
45.48
+0.17% 377.15K -0.04% 16.8M 41.52 1.17% Share
40 PYPL PayPal Holdings...
68.46
-1.69% 251.63K -0.19% 16.42M 90.66 1.14% Share
41 LOW Lowe's Companie...
264.69
+1.54% 69.66K -1.13% 16.25M 123.28 1.13% Share
42 LMBS First Trust Low...
49.71
+0.20% 310.14K +14.93% 15.25M 48.36 1.06% Share
43 JBBB Janus Henderson...
48.23
+0.01% 293.43K -4.18% 14.28M 49.19 0.99% Share
44 LHX L3Harris Techno...
273.06
-0.02% 62.69K +1.71% 13.12M 194.55 0.91% Share
45 UBER Uber Technologi...
92.01
-1% 170.59K +16.84K% 12.43M 72.8 0.86% Share
46 SHYG iShares 0-5 Yea...
43.10
+0.20% 286.02K +0.28% 12.16M 40.38 0.84% Share
47 ON ON Semiconducto...
48.06
+0.56% 289.06K +2.46% 11.76M 23 0.82% Share
48 GSIE Goldman Sachs A...
40.62
+0.86% 279.14K -4.96% 9.95M 28.99 0.69% Share
49 IMTM iShares MSCI In...
46.46
+0.96% 243.93K -4.74% 9.74M 34.33 0.68% Share
50 PSQO Palmer Square C...
20.76
+0.10% 398.14K +117.47% 8.07M 20.22 0.56% Share
51 JKHY Jack Henry & As...
161.87
+0.17% 40.86K 0.00% 7.46M 35.31 0.52% Share
52 VSLU Applied Finance...
41.66
+0.89% 208.46K +12.79% 7.3M 33.67 0.51% Share
53 RSP Invesco S&P 500...
188.22
+0.74% 41.86K +22.66% 7.25M 177.4 0.50% Share
54 HD The Home Depot,...
411.86
+1.02% 18.17K +0.23% 6.66M 71.01 0.46% Share
55 KMB Kimberly-Clark ...
129.17
+0.91% 43.13K -3.36% 6.13M 108.27 0.43% Share
56 BDX Becton, Dickins...
191.39
+0.94% 25.05K -2.07% 5.74M 104.75 0.40% Share
57 FV First Trust Dor...
61.66
+0.89% 95.05K -28.98% 5.21M 33.83 0.36% Share
58 CBSH Commerce Bancsh...
61.65
+0.54% 71.26K -1.01% 4.43M 49.19 0.31% Share
59 JNJ Johnson & Johns...
178.71
+0.40% 24.11K +0.52% 4M 89.55 0.28% Share
60 GOOGL Alphabet Inc.
232.30
+0.71% 25.02K +6.60% 3.87M 53.38 0.27% Share
61 PG The Procter & G...
159.21
+0.65% 22.46K +0.92% 3.83M 90.91 0.27% Share
62 CL Colgate-Palmoli...
83.66
-0.18% 26.35K 0.00% 2.47M 65.29 0.17% Share
63 JPM JPMorgan Chase ...
303.87
+1.46% 8.95K +24.27% 2.2M 118.62 0.15% Share
64 PEP PepsiCo, Inc.
146.89
-1.18% 14.09K +2.41% 2.11M 103.9 0.15% Share
65 BRK-B Berkshire Hatha...
506.82
+1.06% 3.92K +6.29% 2.09M 204.98 0.14% Share
66 GSST Goldman Sachs A...
50.50
+0.02% 40.4K -15.13% 2.04M 49.86 0.14% Share
67 XOM Exxon Mobil Cor...
112.42
+0.46% 16.88K -1.17% 2.01M 81.01 0.14% Share
68 IEI iShares 3-7 Yea...
119.60
+0.22% 16.83K +10.18% 1.99M 116.42 0.14% Share
69 PAYX Paychex, Inc.
137.32
+1.25% 12.89K 0.00% 1.99M 31.08 0.14% Share
70 AMGN Amgen Inc.
280.10
-1.32% 6.2K -0.64% 1.93M 207.36 0.13% Share
71 MSFT Microsoft Corpo...
507.97
+0.52% 4.96K +7.89% 1.86M 188.56 0.13% Share
72 RTX RTX Corporation
158.69
+0.37% 13.44K -0.23% 1.78M 65.04 0.12% Share
73 AMZN Amazon.com, Inc...
235.68
+4.29% 9.27K +26.19% 1.76M 103.65 0.12% Share
74 COST Costco Wholesal...
955.90
+0.64% 1.75K +11.22% 1.66M 423.58 0.12% Share
75 GEM Goldman Sachs A...
38.42
-0.47% 48.07K -8.2% 1.59M 33.78 0.11% Share
76 HIW Highwoods Prope...
31.30
+0.64% 51.01K 0.00% 1.51M 42.14 0.10% Share
77 SPY SPDR S&P 500 ET...
649.00
+0.82% 2.7K +20.17% 1.51M 339.77 0.10% Share
78 NVDA NVIDIA Corporat...
171.66
+0.61% 13.87K +18.47% 1.5M 39.65 0.10% Share
79 PH Parker-Hannifin...
756.83
+1.11% 2.25K 0.00% 1.37M 65.42 0.09% Share
80 ADP Automatic Data ...
301.19
+0.78% 4.47K -0.36% 1.37M 55.08 0.09% Share
81 JMBS Janus Henderson...
45.30
+0.32% 24.03K -4.53% 1.09M 45.27 0.08% Share
82 UMBF UMB Financial C...
123.63
+1.79% 10.73K +183.99% 1.08M 87.4 0.08% Share
83 IBM International B...
247.30
+1.31% 4.15K -21.7% 1.03M 148.94 0.07% Share
84 HTH Hilltop Holding...
35.73
+1.85% 33.1K 0.00% 1.01M 20.02 0.07% Share
85 MCD McDonald's Corp...
317.04
+0.21% 3.19K -0.81% 995.84K 140.23 0.07% Share
86 IVV iShares Core S&...
652.24
+0.83% 1.76K -17.06% 989.16K 410.65 0.07% Share
87 SHV iShares Short T...
110.17
+0.02% 8.32K -5.69% 918.59K 110.46 0.06% Share
88 ITOT iShares Core S&...
142.19
+0.89% 7.08K 0.00% 863.95K 97.84 0.06% Share
89 CAT Caterpillar Inc...
420.30
+1.25% 2.56K 0.00% 845.94K 113.65 0.06% Share
90 KO The Coca-Cola C...
68.25
-1.07% 11.72K -1.26% 839.1K 42.63 0.06% Share
91 DE Deere & Company
474.61
+1.08% 1.77K 0.00% 829.81K 115.43 0.06% Share
92 CVX Chevron Corpora...
157.73
-0.21% 4.9K -0.33% 820.22K 99.46 0.06% Share
93 PNC The PNC Financi...
207.42
+1.18% 4.55K 0.00% 799.05K 94.81 0.06% Share
94 QCOM QUALCOMM Incorp...
159.71
+1.55% 5.14K +6.49% 788.94K 63.29 0.05% Share
95 IWF iShares Russell...
449.99
+0.87% 2.17K -14.71% 785.37K 271.46 0.05% Share
96 PM Philip Morris I...
161.15
-1.27% 4.74K -0.21% 751.75K 81.9 0.05% Share
97 BMY Bristol-Myers S...
46.69
-1.71% 12.23K +4.31% 746.15K 40.03 0.05% Share
98 IRM Iron Mountain I...
91.05
+1.38% 8.25K 0.00% 709.83K 32.45 0.05% Share
99 NEE NextEra Energy,...
70.89
-1.03% 9.62K 0.00% 681.68K 25.84 0.05% Share
100 USB U.S. Bancorp
49.16
+1.28% 15.5K -6.91% 654.33K 37.07 0.05% Share
101 WM Waste Managemen...
224.90
+0.22% 2.81K +3.62% 649.39K 103.6 0.04% Share
102 META Meta Platforms,...
748.65
+1.57% 1.11K +9.85% 642.64K 157.78 0.04% Share
103 BAC Bank of America...
50.66
+1.19% 14.51K +31.28% 605.44K 24.8 0.04% Share
104 AEP American Electr...
108.64
-1.26% 5.5K 0.00% 600.99K 39.41 0.04% Share
105 NXPI NXP Semiconduct...
225.37
-1.24% 3.01K 0.00% 571.7K 80.42 0.04% Share
106 AVGO Broadcom Inc.
306.10
+1.23% 3.37K +54.45% 564.24K 103.26 0.04% Share
107 JPST JPMorgan Ultra-...
50.59
+0.04% 10.47K -1.41% 530.35K 50.16 0.04% Share
108 LLY Eli Lilly and C...
742.77
+0.67% 620 +16.54% 512.07K 372.62 0.04% Share
109 ORCL Oracle Corporat...
223.02
-0.19% 3.63K +8.03% 507.93K 49.74 0.04% Share
110 V Visa Inc.
350.54
-0.09% 1.38K +122.90% 484.34K 289.31 0.03% Share
111 CARR Carrier Global ...
63.54
+1.71% 7.61K -1.3% 482.28K 23.88 0.03% Share
112 EMR Emerson Electri...
133.13
+2.80% 4.27K -2.24% 468.22K 64.86 0.03% Share
113 SAIA Saia, Inc.
297.20
+2.08% 1.32K 0.00% 463K 28.15 0.03% Share
114 VNLA Janus Henderson...
49.12
+0.02% 9.23K -11.71% 453.9K 50.09 0.03% Share
115 PSBD Palmer Square C...
13.81
-0.07% 34.01K +100.00% 453.01K 13.32 0.03% Share
116 TSLA Tesla, Inc.
338.53
+1.33% 1.7K -0.88% 439.28K 78.85 0.03% Share
117 OTIS Otis Worldwide ...
86.49
+0.96% 3.92K -1.43% 405.06K 58.52 0.03% Share
118 RF Regions Financi...
27.36
+1.54% 18.5K 0.00% 402K 11.01 0.03% Share
119 ANET Arista Networks...
141.24
+2.81% 5.17K +2.40% 400.5K 109.76 0.03% Share
120 FTSM First Trust Enh...
59.95
+0.03% 6.35K -49% 379.98K 59.48 0.03% Share
121 AXON Axon Enterprise...
730.16
+0.67% 720 +38.46% 378.68K 164.25 0.03% Share
122 VTI Vanguard Total ...
320.20
+0.90% 1.33K +2.54% 366.36K 118.41 0.03% Share
123 AJG Arthur J. Galla...
300.20
-1.15% 1.04K +87.05% 359.05K 196.36 0.02% Share
124 TJX The TJX Compani...
141.01
+1.10% 2.43K -1.7% 296.46K 33.81 0.02% Share
125 ICSH iShares Ultra S...
50.59
+0.04% 5.78K -58.07% 292.89K 50.03 0.02% Share
126 UNH UnitedHealth Gr...
310.31
+0.79% 556 -28.26% 291.2K 350.65 0.02% Share
127 MO Altria Group, I...
66.58
-0.08% 4.81K 0.00% 288.58K 32.77 0.02% Share
128 DHR Danaher Corpora...
199.02
-0.21% 1.38K +249.37% 282.9K 208.21 0.02% Share
129 VTEB Vanguard Tax-Ex...
49.05
+0.22% 5.69K 0.00% 282.4K 49.93 0.02% Share
130 ECL Ecolab Inc.
274.94
+0.63% 1.09K -2.41% 276.84K 144.27 0.02% Share
131 AVIG Avantis Core Fi...
41.88
+0.46% 6.63K 0.00% 274.62K 40.41 0.02% Share
132 PFE Pfizer Inc.
24.52
-1.07% 10.54K -24.39% 267.06K 29.01 0.02% Share
133 HON Honeywell Inter...
215.15
+0.54% 1.26K -1.02% 266.17K 75.66 0.02% Share
134 IJH iShares Core S&...
65.72
+1.43% 4.53K 0.00% 264.33K 51.19 0.02% Share
135 ZTS Zoetis Inc.
153.17
+0.49% 1.57K -27.66% 258.34K 86 0.02% Share
136 STPZ PIMCO 1-5 Year ...
54.24
+0.06% 4.5K -8.16% 243.09K 53.15 0.02% Share
137 TT Trane Technolog...
413.16
+1.19% 700 0.00% 235.84K 142.27 0.02% Share
138 SRE Sempra
82.12
-0.13% 3.3K 0.00% 235.49K 31.3 0.02% Share
139 QQQ Invesco QQQ Tru...
575.26
+0.91% 502 +191.86% 235.18K 473.37 0.02% Share
140 LH Labcorp Holding...
275.20
+0.50% 1K 0.00% 232.74K 203.13 0.02% Share
141 PANW Palo Alto Netwo...
192.32
+0.41% 1.36K +149.45% 232.41K 120.27 0.02% Share
142 IWD iShares Russell...
202.07
+0.81% 1.23K 0.00% 232.19K 151.65 0.02% Share
143 DUK Duke Energy Cor...
120.87
-0.52% 1.88K +39.32% 229.06K 93.27 0.02% Share
144 EPD Enterprise Prod...
31.79
-0.17% 6.7K 0.00% 228.74K 28.73 0.02% Share
145 TYL Tyler Technolog...
554.17
+0.06% 374 +259.62% 217.44K 537.68 0.02% Share
146 WFC Wells Fargo & C...
81.82
+1.63% 2.92K -33.9% 209.99K 46.89 0.01% Share
147 EEM iShares MSCI Em...
49.84
-0.35% 4.79K -5.89% 209.32K 38.82 0.01% Share
148 SPYV SPDR Portfolio ...
54.70
+0.70% 4.07K 0.00% 207.91K 43.6 0.01% Share
149 CW Curtiss-Wright ...
480.81
+0.60% 648 0.00% 205.59K 67.92 0.01% Share
150 UI Ubiquiti Inc.
564.97
+3.67% 660 +100.00% 204.55K 310.14 0.01% Share