Atwood & Palmer Inc Incresed Positions in Q4 2024

Atwood & Palmer Inc

  • $1.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
11
+ 0.0%
$163.08 - $198.16 $1.79K - $2.18K
246K $46.9M
GILD
Gilead Sciences, Inc.

Healthcare
2.58K
+ 0.74%
$83.95 - $97.9 $216K - $252K
349K $32.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
53.6K
+ 6.45%
$50.62 - $50.97 $2.71M - $2.73M
885K $44.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
35.3K
+ 6.97%
$81.68 - $82.93 $2.88M - $2.93M
542K $44.4M
TPYP
Managed Portfolio Ser Tortoise

ETFs
14.5K
+ 2.25%
$31.7 - $36.82 $459K - $533K
657K $22.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
41.4K
+ 18.12%
$48.48 - $49.47 $2.01M - $2.05M
270K $13.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.7K
+ 483.46%
$115.08 - $119.55 $1.46M - $1.51M
15.3K $1.77M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
73.9K
+ 7.32%
$21.81 - $22.48 $1.61M - $1.66M
1.08M $23.7M
JMBS
Janus Detroit Str Tr Henderson

ETFs
21.8K
+ 646.88%
$44.03 - $46.65 $960K - $1.02M
25.2K $1.11M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
75.9K
+ 7.49%
$21.25 - $22.07 $1.61M - $1.67M
1.09M $23.2M
AVDV
American Centy ETF Tr Avantis

ETFs
24.6K
+ 11.29%
$63.85 - $70.4 $1.57M - $1.73M
243K $15.8M
CBSH
Commerce Bancshares Inc

Financial Services
2.12K
+ 3.03%
$57.04 - $74.36 $121K - $158K
72K $4.49M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.6K
+ 3.13%
$51.54 - $52.55 $802K - $817K
513K $26.5M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
59.2K
+ 5.81%
$19.11 - $20.04 $1.13M - $1.19M
1.08M $20.7M
AMZN
Amazon Com Inc

Consumer Cyclical
27
+ 0.37%
$180.88 - $232.93 $4.88K - $6.29K
7.35K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
81
+ 1.14%
$205.18 - $250.29 $16.6K - $20.3K
7.2K $1.73M
AVGO
Broadcom Inc.

Technology
202
+ 10.2%
$159.67 - $250.0 $32.3K - $50.5K
2.18K $505K
IWF
Ishares Russell 1000 Gr ETF

ETFs
216
+ 9.25%
$370.24 - $418.94 $80K - $90.5K
2.55K $1.02M
ADP
Automatic Data Processing Inc

Industrials
16
+ 0.36%
$280.08 - $307.97 $4.48K - $4.93K
4.49K $1.31M
EMR
Emerson Electric CO

Industrials
71
+ 1.65%
$108.13 - $134.33 $7.68K - $9.54K
4.37K $541K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.57K
+ 96.74%
$31.23 - $33.51 $49.1K - $52.7K
3.2K $100K
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 1.02%
$178.39 - $215.0 $8.21K - $9.89K
4.55K $876K
VIG
Vanguard Dividend Appreciation

ETFs
223
+ 197.35%
N/A
336 $61K
V
Visa Inc.

Financial Services
13
+ 2.14%
$273.87 - $320.91 $3.56K - $4.17K
620 $195K
HON
Honeywell International Inc

Industrials
13
+ 1.03%
$202.84 - $236.0 $2.64K - $3.07K
1.27K $286K
TMUS
T Mobile Us, Inc.

Communication Services
66
+ 24.54%
$206.1 - $246.94 $13.6K - $16.3K
335 $73K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
290
+ 6.84%
$61.68 - $67.87 $17.9K - $19.7K
4.53K $282K
ETN
Eaton Corp PLC

Industrials
46
+ 26.74%
$326.96 - $377.52 $15K - $17.4K
218 $72K
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 1.73%
$112.15 - $127.2 $4.71K - $5.34K
2.48K $299K
ETR
Entergy Corp

Utilities
212
+ 278.95%
$73.19 - $156.4 $15.5K - $33.2K
288 $21K
RL
Ralph Lauren Corp

Consumer Cyclical
44
+ 628.57%
$192.23 - $233.41 $8.46K - $10.3K
51 $11K
HUM
Humana Inc

Healthcare
60
+ 64.52%
$233.89 - $304.18 $14K - $18.3K
153 $38K
BK
Bank Of New York Mellon Corp

Financial Services
110
+ 110.0%
$70.82 - $81.87 $7.79K - $9.01K
210 $16K
MCK
Mckesson Corp

Healthcare
7
+ 25.93%
$482.27 - $628.5 $3.38K - $4.4K
34 $19K
ADI
Analog Devices Inc

Technology
35
+ 57.38%
$206.35 - $236.48 $7.22K - $8.28K
96 $20K
PANW
Palo Alto Networks Inc

Technology
273
+ 100.0%
$181.96 - $405.9 $49.7K - $111K
546 $99K
NOC
Northrop Grumman Corp

Industrials
7
+ 63.64%
$466.52 - $543.88 $3.27K - $3.81K
18 $8K
DELL
Dell Technologies Inc.

Technology
3
+ 42.86%
$111.96 - $144.21 $336 - $433
10 $1K
Janus Detroit Str Tr
48.5K
+ 15.58%
N/A
360K $0
Palmer Square Funds Trust
115K
+ 167.62%
N/A
183K $0
VZ
Verizon Communications Inc

Communication Services
15
+ 5.0%
$39.6 - $45.21 $594 - $678
315 $12K
NKE
Nike, Inc.

Consumer Cyclical
27
+ 7.46%
$73.36 - $89.13 $1.98K - $2.41K
389 $29K
TSCO
Tractor Supply CO

Consumer Cyclical
332
+ 400.0%
$52.59 - $303.74 $17.5K - $101K
415 $22K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.15%
$118.38 - $133.06 $829 - $931
4.75K $571K
COP
Conocophillips

Energy
6
+ 0.74%
$95.12 - $114.72 $571 - $688
812 $80K
MDT
Medtronic PLC

Healthcare
21
+ 2.46%
$79.61 - $92.24 $1.67K - $1.94K
874 $69K
MDLZ
Mondelez International, Inc.

Consumer Defensive
37
+ 4.87%
$59.25 - $72.99 $2.19K - $2.7K
796 $47K
ADBE
Adobe Inc.

Technology
10
+ 5.99%
$437.39 - $552.96 $4.37K - $5.53K
177 $78K
CVX
Chevron Corp

Energy
16
+ 0.33%
$141.15 - $162.53 $2.26K - $2.6K
4.92K $712K
Activity Summary
Buys All Purchases 112 New Holdings 27 Increased Positions 85 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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