Atwood & Palmer Inc Incresed Positions in Q3 2025

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
93
+ 0.05%
$184.85 - $231.54 $17.2K - $21.5K
191K $44.2M
AVEM
American Centy ETF Tr Avantis

ETFs
4.25K
+ 0.66%
$68.33 - $75.41 $290K - $320K
649K $48.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 0.05%
$404.94 - $499.99 $10.5K - $13K
54.1K $26.2M
AVDE
American Centy ETF Tr Avantis

ETFs
4.79K
+ 0.65%
$73.24 - $79.04 $350K - $378K
736K $58.1M
GNRC
Generac Holdings Inc.

Industrials
320
+ 0.21%
$146.61 - $202.85 $46.9K - $64.9K
150K $25.1M
LHX
L3 Harris Technologies, Inc.

Industrials
218
+ 0.34%
$252.18 - $305.41 $55K - $66.6K
63.6K $19.4M
AVIV
American Centy ETF Tr Avantis
4.17K
+ 0.89%
$61.83 - $67.44 $258K - $281K
473K $31.9M
AVDV
American Centy ETF Tr Avantis

ETFs
2.63K
+ 1.04%
$79.24 - $89.03 $208K - $234K
255K $22.7M
UBER
Uber Technologies, Inc

Technology
1.24K
+ 0.71%
$86.91 - $99.57 $108K - $123K
176K $17.3M
VSLU
ETF Opportunities Tr Applied F
2.26K
+ 1.08%
$39.14 - $42.99 $88.5K - $97.2K
211K $9.01M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
11.4K
+ 2.46%
$40.67 - $41.47 $463K - $472K
475K $19.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
937
+ 2.24%
$181.56 - $190.33 $170K - $178K
42.8K $8.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.96K
+ 0.75%
$82.38 - $83.0 $408K - $411K
665K $55.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.9K
+ 0.65%
$50.53 - $50.82 $349K - $351K
1.06M $54M
TSLA
Tesla, Inc.

Consumer Cyclical
315
+ 18.58%
$293.94 - $444.72 $92.6K - $140K
2.01K $893K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.33K
+ 1.22%
$42.75 - $43.37 $228K - $231K
442K $19.1M
CAH
Cardinal Health Inc

Healthcare
1.81K
+ 465.81%
$146.04 - $167.63 $265K - $304K
2.2K $345K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.05K
+ 14.77%
$135.0 - $146.02 $141K - $153K
8.13K $1.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
870
+ 0.26%
$52.39 - $53.11 $45.6K - $46.2K
341K $18.1M
AVLV
American Centy ETF Tr Avantis
1.6K
+ 83.31%
$68.33 - $72.69 $109K - $116K
3.51K $253K
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 0.85%
$620.67 - $670.08 $9.31K - $10.1K
1.78K $1.19M
EFG
Msci Eafe Growth ETF

ETFs
737
+ 387.89%
$106.99 - $114.46 $78.9K - $84.4K
927 $105K
KEMX
Kraneshares Tr

ETFs
2.17K
+ 1852.14%
$31.99 - $35.08 $69.3K - $76K
2.28K $79K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 569.66%
$55.61 - $57.37 $74.1K - $76.5K
1.57K $89K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.63K
+ 0.18%
$21.68 - $22.04 $35.4K - $35.9K
905K $19.9M
BX
Blackstone Inc.

Financial Services
18
+ 0.58%
$152.77 - $188.68 $2.75K - $3.4K
3.12K $532K
VUG
Vanguard Growth ETF

ETFs
89
+ 19.35%
$433.97 - $484.08 $38.6K - $43.1K
549 $263K
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 0.02%
$108.22 - $120.47 $7.36K - $8.19K
344K $38.2M
GE
General Electric CO

Industrials
1
+ 0.11%
$244.75 - $305.63 $245 - $306
945 $284K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.05%
$211.65 - $238.24 $21.2K - $23.8K
9.62K $2.11M
BCS
Barclays PLC

Financial Services
38
+ 0.54%
$17.88 - $21.05 $679 - $800
7.04K $145K
VTV
Vanguard Value ETF

ETFs
69
+ 30.4%
$175.51 - $186.57 $12.1K - $12.9K
296 $55K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.07%
$108.46 - $120.63 $108 - $121
1.5K $178K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.52%
$194.44 - $206.51 $194 - $207
194 $40K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4
+ 0.45%
$28.15 - $30.13 $113 - $121
889 $26K
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.85%
$103.24 - $106.68 $723 - $747
833 $88K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.13%
$28.92 - $32.19 $28.9 - $32.2
765 $24K
RIG
Transocean Ltd.

Energy
1
+ 0.04%
$2.55 - $3.64 $2.55 - $3.64
2.5K $7K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.51%
$132.9 - $142.03 $133 - $142
197 $27K
Tortoise Capital Series Trus
1.57K
+ 0.24%
N/A
661K $0
ILCG
Ishares Morningstar Growth ETF
1.1K
+ 3786.21%
N/A
1.13K $0
Janus Detroit Str Tr
9.34K
+ 1.44%
N/A
658K $0
Palmer Square Funds Trust
39.2K
+ 2.18%
N/A
1.84M $0
Janus Detroit Str Tr
25.8K
+ 2.49%
N/A
1.06M $0
Kenvue Inc
37
+ 0.99%
N/A
3.76K $0
Bondbloxx ETF Trust
16.2K
+ 2.28%
N/A
728K $0
TGT
Target Corp

Consumer Defensive
4
+ 1.03%
$86.56 - $107.43 $346 - $430
393 $35K
KMI
Kinder Morgan, Inc.

Energy
44
+ 1.1%
$26.23 - $28.5 $1.15K - $1.25K
4.04K $114K
IRM
Iron Mountain Inc

Real Estate
9
+ 0.1%
$89.46 - $104.46 $805 - $940
9.45K $963K
Activity Summary
Buys All Purchases 80 New Holdings 27 Increased Positions 53 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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