Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.43 Billion
  • Q4 2024

Atwood & Palmer Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $88.2M, Alphabet Inc. with a value of $46.9M, Janus Detroit Str Tr Janus Hen with a value of $44.9M, Ishares Barclays 1 3 Year Trea with a value of $44.4M, and American Centy ETF Tr Avantis with a value of $42.4M.

Examining the 13F form we can see an decrease of $15.6M in the current position value, from $1.45B to 1.43B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Billion
ETFs: $433 Million
Technology: $268 Million
Healthcare: $212 Million
Financial Services: $150 Million
Industrials: $122 Million
Consumer Cyclical: $96.1 Million
Communication Services: $52.2 Million
Consumer Defensive: $42.8 Million
Other: $8.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$88.2 Million 6.15% of portfolio
1,165,938
Q4 2024 Reduced 8.63%
$1.21T
$46.9 Million 3.27% of portfolio
246,124
Q4 2024 Added 0.0%
$0
$44.9 Million 3.13% of portfolio
884,506
Q4 2024 Added 6.45%
$0
$44.4 Million 3.09% of portfolio
541,631
Q4 2024 Added 6.97%
$0
$42.4 Million 2.95% of portfolio
690,441
Q4 2024 Added 6.29%
$59.6B
$42.2 Million 2.94% of portfolio
79,342
Q4 2024 Reduced 0.21%
$54.7B
$40.6 Million 2.83% of portfolio
57,637
Q4 2024 Added 0.45%
$30.4B
$37.1 Million 2.59% of portfolio
877,694
Q4 2024 Added 0.2%
$21.2B
$37 Million 2.58% of portfolio
256,734
Q4 2024 Added 0.46%
$0
$35.5 Million 2.48% of portfolio
604,139
Q4 2024 Added 4.58%
$305B
$34.8 Million 2.43% of portfolio
195,903
Q4 2024 Added 1.23%
$504B
$33.7 Million 2.35% of portfolio
63,921
Q4 2024 Reduced 0.36%
$133B
$33.1 Million 2.3% of portfolio
68,050
Q4 2024 Added 0.03%
$51.3B
$32.4 Million 2.26% of portfolio
231,410
Q4 2024 Added 0.97%
$117B
$32.3 Million 2.25% of portfolio
349,256
Q4 2024 Added 0.74%
$3.58T
$32.2 Million 2.24% of portfolio
128,519
Q4 2024 Reduced 0.2%
$251B
$31 Million 2.16% of portfolio
522,949
Q4 2024 Reduced 0.26%
$225B
$28.4 Million 1.98% of portfolio
54,676
Q4 2024 Added 0.22%
$25.5B
$27.4 Million 1.91% of portfolio
157,303
Q4 2024 Added 0.36%
$0
$26.5 Million 1.85% of portfolio
512,838
Q4 2024 Added 3.13%
$0
$26.1 Million 1.82% of portfolio
261,250
Q4 2024 Added 0.03%
$17.4B
$25.8 Million 1.8% of portfolio
357,735
Q4 2024 Added 0.48%
$253B
$25.2 Million 1.76% of portfolio
279,342
Q4 2024 Reduced 0.86%
$0
$23.7 Million 1.65% of portfolio
1,083,810
Q4 2024 Added 7.32%
$0
$23.2 Million 1.62% of portfolio
1,089,552
Q4 2024 Added 7.49%
$10.3B
$23 Million 1.61% of portfolio
148,557
Q4 2024 Added 0.6%
$0
$23.1 Million 1.61% of portfolio
444,847
Q4 2024 Added 5.54%
$16.3B
$22.8 Million 1.59% of portfolio
64,575
Q4 2024 Added 0.81%
$0
$22.4 Million 1.56% of portfolio
657,312
Q4 2024 Added 2.25%
$110B
$22.3 Million 1.55% of portfolio
55,390
Q4 2024 Added 2.08%
$104B
$21.5 Million 1.5% of portfolio
252,094
Q4 2024 Reduced 28.33%
$0
$20.7 Million 1.44% of portfolio
1,078,973
Q4 2024 Added 5.81%
$41.3B
$19.7 Million 1.37% of portfolio
95,289
Q4 2024 Reduced 0.45%
$17.6B
$19.5 Million 1.36% of portfolio
524,259
Q4 2024 Added 1.78%
$23.7B
$17.8 Million 1.24% of portfolio
282,111
Q4 2024 Added 0.88%
$0
$17.6 Million 1.23% of portfolio
225,943
Q4 2024 Reduced 4.95%
$164B
$17.4 Million 1.21% of portfolio
70,454
Q4 2024 Added 0.01%
$0
$16.8 Million 1.17% of portfolio
377,314
Q4 2024 Added 1.01%
$92.4B
$15.8 Million 1.1% of portfolio
9,302
Q4 2024 Added 7.36%
$0
$15.8 Million 1.1% of portfolio
242,753
Q4 2024 Added 11.29%
$0
$15.1 Million 1.05% of portfolio
306,229
Q4 2024 Reduced 4.35%
$0
$13.1 Million 0.92% of portfolio
269,846
Q4 2024 Added 18.12%
$41.7B
$13 Million 0.9% of portfolio
61,637
Q4 2024 Added 1.68%
$0
$12.2 Million 0.85% of portfolio
285,223
Q4 2024 Added 1.8%
$0
$9.58 Million 0.67% of portfolio
256,068
Q4 2024 Reduced 15.77%
$0
$9.26 Million 0.65% of portfolio
293,724
Q4 2024 Reduced 15.5%
$0
$7.9 Million 0.55% of portfolio
133,843
Q4 2024 Reduced 3.49%
$12.6B
$7.16 Million 0.5% of portfolio
40,856
Q1 2023 Reduced 0.67%
$428B
$7.05 Million 0.49% of portfolio
18,124
Q4 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $1.43 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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