Atwood & Palmer Inc Top Holdings and 13F Report (2025) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.46 billion in total holdings as of December 31, 2024.Atwood & Palmer Inc owns shares of 469 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.32% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 472 new stocks and bought additional shares in 85 stocks.Atwood & Palmer Inc sold shares of 72 stocks and completely divested from 30 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $88,179,891Alphabet $46,871,863Janus Henderson AAA CLO ETF $44,853,319iShares 1-3 Year Treasury Bond ETF $44,402,934Avantis International Equity ETF $42,372,390 Largest New Holdings this Quarter ARISTA NETWORKS INC $557,956 HoldingNew Jersey Resources $125,022 HoldingAmplify YieldShares CWP Dividend & Option Income ETF $86,223 HoldingVanguard FTSE Developed Markets ETF $41,700 HoldingBLACKROCK INC $35,879 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 35,312 shares (about $2.89M)Janus Henderson AAA CLO ETF 53,630 shares (about $2.72M)JANUS DETROIT STR TR 48,499 shares (about $2.51M)Avantis International Equity ETF 40,863 shares (about $2.51M)PALMER SQUARE FUNDS TRUST 114,670 shares (about $2.31M) Largest Sales this Quarter PayPal 99,659 shares (about $8.51M)PALANTIR TECHNOLOGIES INC 110,147 shares (about $8.33M)Goldman Sachs ActiveBeta International Equity ETF 53,882 shares (about $1.80M)iShares MSCI Intl Momentum Factor ETF 47,928 shares (about $1.79M)Vanguard Short-Term Corporate Bond ETF 11,760 shares (about $917.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtwood & Palmer Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$88,179,891$8,330,418 ▼-8.6%1,165,9386.0%COMGOOGAlphabet$46,871,863$2,095 ▲0.0%246,1243.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$44,853,319$2,719,578 ▲6.5%884,5063.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$44,402,934$2,894,879 ▲7.0%541,6313.0%ManufacturingAVDEAvantis International Equity ETF$42,372,390$2,507,764 ▲6.3%690,4412.9%ETFAMPAmeriprise Financial$42,243,955$88,383 ▼-0.2%79,3422.9%FinanceURIUnited Rentals$40,601,882$182,450 ▲0.5%57,6372.8%ConstructionFITBFifth Third Bancorp$37,108,884$73,271 ▲0.2%877,6942.5%FinanceLDOSLeidos$36,985,075$170,999 ▲0.5%256,7342.5%AerospaceAVEMAvantis Emerging Markets Equity ETF$35,517,335$1,553,879 ▲4.6%604,1392.4%ETFABBVAbbVie$34,812,036$422,394 ▲1.2%195,9032.4%MedicalMAMastercard$33,659,004$122,691 ▼-0.4%63,9212.3%Business ServicesLMTLockheed Martin$33,068,217$11,177 ▲0.0%68,0502.3%AerospaceDHID.R. Horton$32,355,782$310,680 ▲1.0%231,4102.2%ConstructionGILDGilead Sciences$32,260,776$237,945 ▲0.7%349,2562.2%MedicalAAPLApple$32,183,784$64,358 ▼-0.2%128,5192.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$31,116,463$83,342 ▼-0.3%43,6832.1%MedicalCSCOCisco Systems$30,958,557$79,387 ▼-0.3%522,9492.1%Computer and TechnologyTMOThermo Fisher Scientific$28,444,110$61,907 ▲0.2%54,6761.9%MedicalCDWCDW$27,376,950$97,288 ▲0.4%157,3031.9%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$26,513,730$804,245 ▲3.1%512,8381.8%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$26,104,100$8,993 ▲0.0%261,2501.8%ETFHOLXHologic$25,789,111$123,562 ▲0.5%357,7351.8%MedicalWMTWalmart$25,238,571$218,195 ▼-0.9%279,3421.7%Retail/WholesaleIBTIiShares iBonds Dec 2028 Term Treasury ETF$23,739,347$1,618,808 ▲7.3%1,083,8101.6%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$23,236,108$1,618,495 ▲7.5%1,089,5521.6%ManufacturingAVIVAvantis International Large Cap Value ETF$23,087,543$1,211,864 ▲5.5%444,8471.6%ETFGNRCGenerac$23,033,831$137,065 ▲0.6%148,5571.6%Industrial ProductsUTHRUnited Therapeutics$22,784,643$183,124 ▲0.8%64,5751.6%MedicalTPYPTortoise North American Pipeline Fund$22,407,757$493,180 ▲2.3%657,3121.5%ETFVRTXVertex Pharmaceuticals$22,305,553$455,051 ▲2.1%55,3901.5%MedicalPYPLPayPal$21,516,245$8,505,904 ▼-28.3%252,0941.5%Computer and TechnologyIBTKiShares iBonds Dec 2030 Term Treasury ETF$20,708,616$1,136,930 ▲5.8%1,078,9731.4%ManufacturingGRMNGarmin$19,654,239$89,310 ▼-0.5%95,2891.3%Computer and TechnologyDKNGDraftKings$19,502,435$341,645 ▲1.8%524,2591.3%Consumer DiscretionaryJANUS DETROIT STR TR$18,643,236$2,512,730 ▲15.6%359,8391.3%COMONOnsemi$17,787,089$154,788 ▲0.9%282,1111.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$17,625,814$917,398 ▼-4.9%225,9431.2%ETFLOWLowe's Companies$17,387,931$2,221 ▲0.0%70,4541.2%Retail/WholesaleGHYBGoldman Sachs Access High Yield Corporate Bond ETF$16,772,212$167,138 ▲1.0%377,3141.1%ETFMELIMercadoLibre$15,817,493$1,084,881 ▲7.4%9,3021.1%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$15,798,381$1,603,117 ▲11.3%242,7531.1%ETFJBBBJanus Henderson B-BBB CLO ETF$15,054,230$684,062 ▼-4.3%306,2291.0%ETFLMBSFirst Trust Low Duration Opportunities ETF$13,133,405$2,014,500 ▲18.1%269,8460.9%ManufacturingLHXL3Harris Technologies$12,960,961$214,695 ▲1.7%61,6370.9%AerospaceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$12,153,353$214,925 ▲1.8%285,2230.8%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$9,792,748$1,796,424 ▼-15.5%293,7240.7%ETFIMTMiShares MSCI Intl Momentum Factor ETF$9,576,951$1,792,509 ▼-15.8%256,0680.7%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$7,904,768$285,850 ▼-3.5%133,8430.5%ManufacturingJKHYJack Henry & Associates$7,162,0570.0%40,8560.5%Computer and TechnologyHDHome Depot$7,050,055$3,890 ▲0.1%18,1240.5%Retail/WholesaleVSLUApplied Finance Valuation Large Cap ETF$6,762,522$81,193 ▼-1.2%184,8190.5%ETFRSPInvesco S&P 500 Equal Weight ETF$5,980,162$20,853 ▲0.3%34,1270.4%ETFKMBKimberly-Clark$5,848,447$147,420 ▼-2.5%44,6310.4%Consumer StaplesBDXBecton, Dickinson and Company$5,801,974$120,468 ▼-2.0%25,5740.4%MedicalCBSHCommerce Bancshares$4,485,449$132,035 ▲3.0%71,9860.3%FinanceGOOGLAlphabet$4,442,682$5,111 ▲0.1%23,4690.3%Computer and TechnologyPGProcter & Gamble$3,731,5540.0%22,2580.3%Consumer StaplesPALMER SQUARE FUNDS TRUST$3,688,149$2,310,029 ▲167.6%183,0800.3%COMJNJJohnson & Johnson$3,468,711$72,310 ▼-2.0%23,9850.2%MedicalCLColgate-Palmolive$2,395,4790.0%26,3500.2%Consumer StaplesGSSTGoldman Sachs Access Ultra Short Bond ETF$2,389,996$25,105 ▼-1.0%47,6000.2%ETFPEPPepsiCo$2,092,650$1,369 ▲0.1%13,7620.1%Consumer StaplesMSFTMicrosoft$1,939,322$20,232 ▲1.1%4,6010.1%Computer and TechnologyXOMExxon Mobil$1,837,1890.0%17,0790.1%Oils/EnergyPAYXPaychex$1,807,016$561 ▼0.0%12,8870.1%Business ServicesIEIiShares 3-7 Year Treasury Bond ETF$1,765,027$1,462,517 ▲483.5%15,2750.1%ETFJPMJPMorgan Chase & Co.$1,726,152$19,417 ▲1.1%7,2010.1%FinanceBRK.BBerkshire Hathaway$1,673,057$3,173 ▲0.2%3,6910.1%FinanceGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,671,345$298,295 ▼-15.1%52,3600.1%ETFAMGNAmgen$1,625,612$8,080 ▲0.5%6,2370.1%MedicalAMZNAmazon.com$1,611,639$5,924 ▲0.4%7,3460.1%Retail/WholesaleNVDANVIDIA$1,572,275$13,295 ▼-0.8%11,7080.1%Computer and TechnologyHIWHighwoods Properties$1,559,7950.0%51,0070.1%FinanceRTXRTX$1,559,154$14,464 ▲0.9%13,4740.1%AerospaceCOSTCostco Wholesale$1,444,9580.0%1,5770.1%Retail/WholesalePHParker-Hannifin$1,431,068$636 ▼0.0%2,2500.1%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,316,336$4,689 ▼-0.4%2,2460.1%FinanceADPAutomatic Data Processing$1,314,651$4,684 ▲0.4%4,4910.1%Business ServicesIVViShares Core S&P 500 ETF$1,249,4030.0%2,1220.1%ETFIBMInternational Business Machines$1,164,8800.0%5,2990.1%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$1,112,011$963,124 ▲646.9%25,1700.1%ETFIWFiShares Russell 1000 Growth ETF$1,024,029$86,741 ▲9.3%2,5500.1%ETFSHViShares Short Treasury Bond ETF$970,9500.0%8,8180.1%ETFHTHHilltop$947,6530.0%33,1000.1%FinanceMCDMcDonald's$931,707$2,899 ▲0.3%3,2140.1%Retail/WholesaleCATCaterpillar$930,480$281,139 ▼-23.2%2,5650.1%Industrial ProductsITOTiShares Core S&P Total U.S. Stock Market ETF$910,7590.0%7,0810.1%ETFPNCThe PNC Financial Services Group$876,697$8,871 ▲1.0%4,5460.1%FinanceIRMIron Mountain$867,1580.0%8,2500.1%Business ServicesUSBU.S. Bancorp$796,274$14,349 ▼-1.8%16,6480.1%FinanceHTLFHeartland Financial USA$774,834$90,118 ▼-10.4%12,6390.1%FinanceDEDeere & Company$749,1020.0%1,7680.1%Industrial ProductsFTSMFirst Trust Enhanced Short Maturity ETF$744,137$25,402 ▼-3.3%12,4500.1%ManufacturingQCOMQUALCOMM$740,9100.0%4,8230.1%Computer and TechnologyKOCoca-Cola$738,778$996 ▼-0.1%11,8660.1%Consumer StaplesCVXChevron$712,468$2,317 ▲0.3%4,9190.0%Oils/EnergyICSHiShares Ultra Short-Term Bond Active ETF$694,775$25,215 ▼-3.5%13,7770.0%ETFTSLATesla$690,5670.0%1,7100.0%Auto/Tires/TrucksNEENextEra Energy$689,3720.0%9,6160.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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