Atwood & Palmer Inc Purchases in Q2 2025

Atwood & Palmer Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
826
New
$102.31 - $105.8 $84.5K - $87.4K
826 $86K
ET
Energy Transfer LP

Energy
4.6K
+ 2062.33%
$15.65 - $18.93 $72K - $87.1K
4.82K $87K
TRGP
Targa Resources Corp.

Energy
485
+ 538.89%
$157.32 - $205.72 $76.3K - $99.8K
575 $100K
OKE
Oneok Inc

Energy
858
New
$78.71 - $100.37 $67.5K - $86.1K
858 $70K
EPD
Enterprise Products Partners L.P.

Energy
2.23K
+ 33.3%
$28.95 - $34.22 $64.6K - $76.3K
8.93K $276K
TEF
Telefonica S A

Communication Services
8.47K
New
$4.37 - $5.39 $37K - $45.6K
8.47K $44K
WFC
Wells Fargo & Company

Financial Services
231
+ 7.9%
$60.98 - $80.12 $14.1K - $18.5K
3.16K $252K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
196
+ 1.16%
$116.93 - $119.39 $22.9K - $23.4K
17K $2.03M
FTNT
Fortinet, Inc.

Technology
360
+ 72.0%
$84.71 - $108.69 $30.5K - $39.1K
860 $90K
PAA
Plains All American Pipeline LP

Energy
2.3K
New
$16.03 - $20.28 $36.9K - $46.7K
2.3K $42K
IVE
Ishares S&P 500 Value ETF

ETFs
193
New
$168.34 - $195.42 $32.5K - $37.7K
193 $37K
LYFT
Lyft, Inc.

Technology
2K
New
$9.97 - $17.21 $19.9K - $34.4K
2K $31K
CAH
Cardinal Health Inc

Healthcare
142
+ 57.49%
$125.0 - $168.0 $17.8K - $23.9K
389 $65K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
New
$4164.15 - $5789.24 $20.8K - $28.9K
5 $28K
CLF
Cleveland Cliffs Inc.

Basic Materials
3.6K
New
$5.83 - $8.88 $21K - $32K
3.6K $27K
KLAC
Kla Corp

Technology
25
+ 119.05%
$576.53 - $902.94 $14.4K - $22.6K
46 $41K
VOD
Vodafone Group Public LTD CO

Communication Services
2.5K
New
$8.19 - $10.66 $20.5K - $26.7K
2.5K $26K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
196
New
$114.78 - $133.31 $22.5K - $26.1K
196 $26K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
885
New
$22.92 - $28.05 $20.3K - $24.8K
885 $24K
EFV
Msci Eafe Value ETF

ETFs
392
New
$52.4 - $64.65 $20.5K - $25.3K
392 $24K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
160
+ 11.96%
$90.56 - $109.49 $14.5K - $17.5K
1.5K $163K
SCHP
Schwab Strategic Us Tips ETF

ETFs
890
New
$26.18 - $26.93 $23.3K - $24K
890 $23K
SCHG
Schwab Strategic Tr Us Large C

ETFs
764
New
$22.27 - $29.21 $17K - $22.3K
764 $22K
ASML
Asml Holding Nv

Technology
27
+ 2700.0%
$595.37 - $815.24 $16.1K - $22K
28 $22K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
189
+ 1890.0%
$99.37 - $134.05 $18.8K - $25.3K
199 $22K
EFG
Msci Eafe Growth ETF

ETFs
190
New
$89.8 - $112.0 $17.1K - $21.3K
190 $21K
HESM
Hess Midstream LP

Energy
501
New
$35.23 - $42.89 $17.7K - $21.5K
501 $19K
AVUS
American Centy ETF Tr Avantis

ETFs
183
New
$81.38 - $100.82 $14.9K - $18.5K
183 $18K
EXEL
Exelixis, Inc.

Healthcare
395
New
$34.13 - $46.26 $13.5K - $18.3K
395 $17K
AME
Ametek Inc

Industrials
94
+ 940.0%
$151.41 - $182.75 $14.2K - $17.2K
104 $18K
WSM
Williams Sonoma Inc

Consumer Cyclical
108
New
$137.62 - $174.44 $14.9K - $18.8K
108 $17K
TPR
Tapestry, Inc.

Consumer Cyclical
204
New
$60.6 - $87.81 $12.4K - $17.9K
204 $17K
CDE
Coeur Mining, Inc.

Basic Materials
2K
New
$4.81 - $9.46 $9.62K - $18.9K
2K $17K
UNM
Unum Group

Financial Services
200
+ 100.0%
$70.48 - $82.91 $14.1K - $16.6K
400 $32K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1K
New
$12.82 - $18.15 $12.8K - $18.2K
1K $16K
ETSY
Etsy Inc

Consumer Cyclical
338
New
$40.8 - $63.88 $13.8K - $21.6K
338 $16K
EVRG
Evergy, Inc.

Utilities
239
+ 18.85%
$64.06 - $69.64 $15.3K - $16.6K
1.51K $103K
ETR
Entergy Corp

Utilities
190
+ 135.71%
$79.01 - $86.61 $15K - $16.5K
330 $27K
FHN
First Horizon Corp

Financial Services
786
New
$16.21 - $21.2 $12.7K - $16.7K
786 $16K
RS
Reliance Steel & Aluminum CO

Basic Materials
49
New
$262.08 - $316.81 $12.8K - $15.5K
49 $15K
AYI
Acuity Brands Inc

Industrials
51
New
$223.31 - $304.18 $11.4K - $15.5K
51 $15K
CHKP
Check Point Software Technologies LTD

Technology
68
New
$204.26 - $233.47 $13.9K - $15.9K
68 $15K
IEMG
Ishares Inc

ETFs
288
+ 290.91%
N/A
387 $20K
EOG
Eog Resources Inc

Energy
120
New
$104.61 - $129.97 $12.6K - $15.6K
120 $14K
EBAY
Ebay Inc

Consumer Cyclical
192
New
$59.52 - $79.36 $11.4K - $15.2K
192 $14K
HSBC
Hsbc Holdings PLC

Financial Services
233
New
$46.68 - $61.09 $10.9K - $14.2K
233 $14K
XLU
Utilities Sector Spdr

ETFs
172
New
$73.09 - $82.77 $12.6K - $14.2K
172 $14K
OXY
Occidental Petroleum Corp

Energy
306
+ 3060.0%
$36.11 - $49.33 $11K - $15.1K
316 $13K
VNQ
Vanguard Specialized Funds Van

ETFs
146
+ 13.13%
$79.79 - $91.42 $11.6K - $13.3K
1.26K $112K
Activity Summary
Buys All Purchases 166 New Holdings 88 Increased Positions 78 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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