Atwood & Palmer Inc Top Holdings and 13F Report (2024) About Atwood & Palmer IncInvestment ActivityAtwood & Palmer Inc has $1.47 billion in total holdings as of September 30, 2024.Atwood & Palmer Inc owns shares of 472 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.46% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Atwood & Palmer Inc has purchased 436 new stocks and bought additional shares in 76 stocks.Atwood & Palmer Inc sold shares of 73 stocks and completely divested from 22 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $47,470,362United Rentals $46,460,758Regeneron Pharmaceuticals $46,043,945D.R. Horton $43,722,234Avantis International Equity ETF $43,541,214 Largest New Holdings this Quarter PALMER SQUARE FUNDS TRUST $1,379,502 HoldingiShares 3-7 Year Treasury Bond ETF $313,126 HoldingHumana $29,457 HoldingiShares iBoxx $ Investment Grade Corporate Bond ETF $29,036 HoldingLINEAGE INC $23,514 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 33,436 shares (about $5.99M)Applied Finance Valuation Large Cap ETF 122,465 shares (about $4.41M)Avantis International Equity ETF 47,646 shares (about $3.19M)iShares iBonds Dec 2029 Term Treasury ETF 71,685 shares (about $1.58M)iShares iBonds Dec 2028 Term Treasury ETF 70,204 shares (about $1.58M) Largest Sales this Quarter First Trust Dorsey Wright Focus 5 ETF 168,675 shares (about $9.83M)iShares MSCI Intl Momentum Factor ETF 33,615 shares (about $1.36M)Goldman Sachs ActiveBeta International Equity ETF 36,370 shares (about $1.32M)Goldman Sachs ActiveBeta Emerging Markets Equity ETF 12,595 shares (about $442.21K)Janus Henderson Mortgage-Backed Securities ETF 4,953 shares (about $231.06K) 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$47,470,362$176,402 ▼-0.4%1,276,0853.2%COMURIUnited Rentals$46,460,758$12,146 ▼0.0%57,3783.2%ConstructionREGNRegeneron Pharmaceuticals$46,043,945$62,023 ▼-0.1%43,8003.1%MedicalDHID.R. Horton$43,722,234$230,260 ▼-0.5%229,1883.0%ConstructionAVDEAvantis International Equity ETF$43,541,214$3,193,711 ▲7.9%649,5783.0%ETFJAAAJanus Henderson AAA CLO ETF$42,274,980$1,525,077 ▲3.7%830,8762.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$42,100,389$1,565,297 ▲3.9%506,3192.9%ManufacturingLDOSLeidos$41,654,118$11,410 ▼0.0%255,5472.8%AerospaceGOOGAlphabet$41,147,636$590,348 ▲1.5%246,1132.8%Computer and TechnologyLMTLockheed Martin$39,765,8640.0%68,0272.7%AerospaceABBVAbbVie$38,217,542$142,186 ▼-0.4%193,5262.6%MedicalFITBFifth Third Bancorp$37,526,173$98,532 ▼-0.3%875,9612.6%FinanceAMPAmeriprise Financial$37,353,547$44,632 ▼-0.1%79,5082.5%FinanceAVEMAvantis Emerging Markets Equity ETF$37,319,905$1,546,523 ▲4.3%577,7082.5%ETFCDWCDW$35,471,072$103,419 ▲0.3%156,7442.4%Computer and TechnologyTMOThermo Fisher Scientific$33,747,339$165,777 ▲0.5%54,5572.3%MedicalMAMastercard$31,679,357$310,107 ▲1.0%64,1542.2%Business ServicesAAPLApple$30,004,857$217,156 ▲0.7%128,7762.0%Computer and TechnologyGILDGilead Sciences$29,065,665$61,706 ▲0.2%346,6802.0%MedicalHOLXHologic$29,001,465$137,342 ▲0.5%356,0212.0%MedicalCSCOCisco Systems$27,902,705$212,986 ▲0.8%524,2901.9%Computer and TechnologyPYPLPayPal$27,447,306$175,880 ▼-0.6%351,7531.9%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$26,191,737$12,536 ▼0.0%261,1601.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$26,186,871$585,948 ▲2.3%497,2821.8%ManufacturingVRTXVertex Pharmaceuticals$25,235,241$6,976 ▼0.0%54,2601.7%MedicalAVIVAvantis International Large Cap Value ETF$23,662,562$1,098,871 ▲4.9%421,4971.6%ETFGNRCGenerac$23,462,356$193,675 ▲0.8%147,6731.6%Industrial ProductsUTHRUnited Therapeutics$22,954,468$105,355 ▲0.5%64,0561.6%MedicalWMTWalmart$22,751,897$39,971 ▲0.2%281,7571.5%Retail/WholesaleIBTIiShares iBonds Dec 2028 Term Treasury ETF$22,728,099$1,579,956 ▲7.5%1,009,9041.5%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$22,406,962$1,584,597 ▲7.6%1,013,6601.5%ManufacturingIBTKiShares iBonds Dec 2030 Term Treasury ETF$20,440,616$1,172,352 ▲6.1%1,019,7361.4%ManufacturingONOnsemi$20,305,811$404,147 ▲2.0%279,6561.4%Computer and TechnologyDKNGDraftKings$20,190,940$779,570 ▲4.0%515,0751.4%Consumer DiscretionaryTPYPTortoise North American Pipeline Fund$20,172,468$250,695 ▲1.3%642,8451.4%ETFLOWLowe's Companies$19,080,160$414,403 ▲2.2%70,4451.3%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$18,878,373$40,028 ▼-0.2%237,7031.3%ETFMELIMercadoLibre$17,778,182$484,263 ▲2.8%8,6641.2%Retail/WholesaleGHYBGoldman Sachs Access High Yield Corporate Bond ETF$17,055,729$106,018 ▼-0.6%373,5541.2%ETFGRMNGarmin$16,849,871$37,846 ▲0.2%95,7221.1%Computer and TechnologyJANUS DETROIT STR TR$16,493,405$1,559,600 ▲10.4%311,3401.1%COMJBBBJanus Henderson B-BBB CLO ETF$15,671,062$46,992 ▼-0.3%320,1441.1%ETFAVDVAvantis International Small Cap Value ETF$15,414,541$1,179,836 ▲8.3%218,1201.0%ETFLHXL3Harris Technologies$14,418,616$865,840 ▲6.4%60,6161.0%AerospaceGSIEGoldman Sachs ActiveBeta International Equity ETF$12,572,898$1,315,502 ▼-9.5%347,6060.9%ETFIMTMiShares MSCI Intl Momentum Factor ETF$12,275,366$1,357,375 ▼-10.0%303,9960.8%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$12,165,373$224,091 ▲1.9%280,1790.8%ETFLMBSFirst Trust Low Duration Opportunities ETF$11,287,962$876,533 ▲8.4%228,4550.8%ManufacturingFVFirst Trust Dorsey Wright Focus 5 ETF$8,081,059$9,828,693 ▼-54.9%138,6830.5%ManufacturingHDHome Depot$7,339,793$405 ▲0.0%18,1140.5%Retail/WholesaleJKHYJack Henry & Associates$7,212,7190.0%40,8560.5%Computer and TechnologyVSLUApplied Finance Valuation Large Cap ETF$6,732,901$4,408,434 ▲189.7%187,0380.5%ETFKMBKimberly-Clark$6,510,164$22,765 ▼-0.3%45,7560.4%Consumer StaplesBDXBecton, Dickinson and Company$6,293,916$87,519 ▼-1.4%26,1050.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$6,092,895$5,990,415 ▲5,845.5%34,0080.4%ETFCBSHCommerce Bancshares$4,150,0840.0%69,8670.3%FinanceJNJJohnson & Johnson$3,968,040$9,562 ▲0.2%24,4850.3%MedicalGOOGLAlphabet$3,887,8560.0%23,4420.3%Computer and TechnologyPGProcter & Gamble$3,855,086$866 ▼0.0%22,2580.3%Consumer StaplesCLColgate-Palmolive$2,735,3940.0%26,3500.2%Consumer StaplesGSSTGoldman Sachs Access Ultra Short Bond ETF$2,435,784$10,128 ▼-0.4%48,1000.2%ETFPEPPepsiCo$2,338,698$27,208 ▲1.2%13,7530.2%Consumer StaplesGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$2,166,478$442,214 ▼-17.0%61,7050.1%ETFXOMExxon Mobil$2,002,0010.0%17,0790.1%Oils/EnergyAMGNAmgen$1,999,636$1,289 ▼-0.1%6,2060.1%MedicalMSFTMicrosoft$1,959,156$9,036 ▼-0.5%4,5530.1%Computer and TechnologyPAYXPaychex$1,729,844$537 ▲0.0%12,8910.1%Business ServicesHIWHighwoods Properties$1,709,2450.0%51,0070.1%FinanceBRK.BBerkshire Hathaway$1,695,598$18,410 ▲1.1%3,6840.1%FinanceRTXRTX$1,617,3050.0%13,3490.1%AerospaceJPMJPMorgan Chase & Co.$1,501,3240.0%7,1200.1%FinanceNVDANVIDIA$1,433,849$25,503 ▼-1.7%11,8070.1%Computer and TechnologyPHParker-Hannifin$1,422,227$632 ▲0.0%2,2510.1%Industrial ProductsCOSTCostco Wholesale$1,398,043$1,773 ▲0.1%1,5770.1%Retail/WholesalePALMER SQUARE FUNDS TRUST$1,379,502$1,379,502 ▲New Holding68,4100.1%COMAMZNAmazon.com$1,363,7500.0%7,3190.1%Retail/WholesaleCATCaterpillar$1,306,3410.0%3,3400.1%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,293,256$8,033 ▼-0.6%2,2540.1%FinanceADPAutomatic Data Processing$1,238,3670.0%4,4750.1%Business ServicesIVViShares Core S&P 500 ETF$1,224,0130.0%2,1220.1%ETFIBMInternational Business Machines$1,171,5030.0%5,2990.1%Computer and TechnologyHTHHilltop$1,064,4960.0%33,1000.1%FinanceIRMIron Mountain$980,3480.0%8,2500.1%Business ServicesMCDMcDonald's$975,651$305 ▲0.0%3,2040.1%Retail/WholesaleSHViShares Short Treasury Bond ETF$975,536$55,536 ▲6.0%8,8180.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$889,5160.0%7,0810.1%ETFIWFiShares Russell 1000 Growth ETF$876,1370.0%2,3340.1%ETFKOCoca-Cola$853,8410.0%11,8820.1%Consumer StaplesPNCThe PNC Financial Services Group$831,825$2,403 ▼-0.3%4,5000.1%FinanceQCOMQUALCOMM$820,1520.0%4,8230.1%Computer and TechnologyNEENextEra Energy$812,8410.0%9,6160.1%UtilitiesHTLFHeartland Financial USA$799,9810.0%14,1090.1%FinanceUSBU.S. Bancorp$775,0330.0%16,9480.1%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$770,8270.0%12,8750.1%ManufacturingDEDeere & Company$737,8400.0%1,7680.1%Industrial ProductsICSHiShares Ultra Short-Term Bond Active ETF$724,415$7,611 ▼-1.0%14,2770.0%ETFCVXChevron$722,0650.0%4,9030.0%Oils/EnergyNXPINXP Semiconductors$721,9510.0%3,0080.0%Computer and TechnologyBMYBristol-Myers Squibb$689,5910.0%13,3280.0%MedicalSAIASaia$655,8900.0%1,5000.0%TransportationShowing 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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