Atwood & Palmer Inc Portfolio Holdings
Atwood & Palmer Inc
- $1.3 Billion
- Q2 2024
Atwood & Palmer Inc has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 436 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Regeneron Pharmaceuticals, Inc. with a value of $46.1M, Alphabet Inc. with a value of $44.5M, Janus Detroit Str Tr Janus Hen with a value of $40.7M, Ishares Barclays 1 3 Year Trea with a value of $39.8M, and American Centy ETF Tr Avantis with a value of $37.5M.
Examining the 13F form we can see an increase of $94K in the current position value, from $1.3B to 1.3B.
Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $409 Million
Healthcare: $221 Million
Technology: $207 Million
Financial Services: $128 Million
Industrials: $112 Million
Consumer Cyclical: $90 Million
Communication Services: $49.6 Million
Consumer Defensive: $37.2 Million
Other: $8.13 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 436
- Current Value $1.3 Billion
- Prior Value $1.3 Billion
- Filing
- Period Q2 2024
- Filing Date July 10, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 48 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks