Atwood & Palmer Inc Incresed Positions in Q2 2025

Atwood & Palmer Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
33K
+ 40225.61%
$462.22 - $707.75 $15.2M - $23.3M
33.1K $23.4M
NVDA
Nvidia Corp

Technology
142K
+ 1026.55%
$94.31 - $157.99 $13.4M - $22.5M
156K $24.7M
MELI
Mercadolibre Inc

Consumer Cyclical
36
+ 0.21%
$1794.73 - $2613.63 $64.6K - $94.1K
17K $44.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
99.3K
+ 17.71%
$82.21 - $83.12 $8.17M - $8.26M
660K $54.7M
URI
United Rentals, Inc.

Industrials
269
+ 0.47%
$551.94 - $753.4 $148K - $203K
57.4K $43.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
132K
+ 14.31%
$49.79 - $50.75 $6.59M - $6.72M
1.06M $53.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
150K
+ 52.5%
$40.82 - $43.14 $6.13M - $6.48M
436K $18.8M
AVDE
American Centy ETF Tr Avantis

ETFs
20.7K
+ 2.91%
$59.32 - $74.36 $1.23M - $1.54M
731K $54.1M
AVEM
American Centy ETF Tr Avantis

ETFs
22.2K
+ 3.56%
$53.08 - $68.54 $1.18M - $1.52M
645K $44.2M
GOOG
Alphabet Inc.

Communication Services
2.92K
+ 1.19%
$146.58 - $180.01 $427K - $525K
248K $44M
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 0.31%
$53.19 - $69.38 $86.4K - $113K
523K $36.3M
ON
On Semiconductor Corp

Technology
11.8K
+ 4.08%
$31.95 - $54.21 $377K - $639K
301K $15.8M
UBER
Uber Technologies, Inc

Technology
4.48K
+ 2.63%
$64.62 - $93.3 $289K - $418K
175K $16.3M
AMP
Ameriprise Financial Inc

Financial Services
28
+ 0.04%
$422.19 - $533.73 $11.8K - $14.9K
77.1K $41.2M
AVIV
American Centy ETF Tr Avantis
12.7K
+ 2.78%
$50.27 - $62.84 $639K - $798K
469K $29.2M
CDW
Cdw Corp

Technology
1.33K
+ 0.85%
$144.49 - $190.68 $192K - $253K
158K $28.1M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 0.66%
$81.79 - $99.98 $144K - $176K
271K $26.5M
AVDV
American Centy ETF Tr Avantis

ETFs
8.56K
+ 3.51%
$61.76 - $79.32 $528K - $679K
253K $20M
LHX
L3 Harris Technologies, Inc.

Industrials
727
+ 1.16%
$200.21 - $256.99 $146K - $187K
63.4K $15.9M
GNRC
Generac Holdings Inc.

Industrials
1.53K
+ 1.03%
$101.92 - $143.21 $155K - $218K
149K $21.4M
FITB
Fifth Third Bancorp

Financial Services
3.15K
+ 0.37%
$33.32 - $41.51 $105K - $131K
844K $34.7M
VSLU
ETF Opportunities Tr Applied F
412
+ 0.2%
$31.34 - $39.15 $12.9K - $16.1K
209K $8.18M
DHI
Horton D R Inc

Consumer Cyclical
2.65K
+ 1.15%
$115.1 - $129.63 $305K - $343K
232K $29.9M
MSFT
Microsoft Corp

Technology
161
+ 3.24%
$354.56 - $497.45 $57.1K - $80.1K
5.13K $2.55M
GOOGL
Alphabet Inc.

Communication Services
360
+ 1.44%
$144.7 - $178.6 $52.1K - $64.3K
25.4K $4.47M
BX
Blackstone Inc.

Financial Services
3K
+ 3000.0%
$120.07 - $151.11 $360K - $453K
3.1K $463K
AVGO
Broadcom Inc.

Technology
290
+ 8.61%
$146.29 - $275.65 $42.4K - $79.9K
3.66K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
94
+ 1.05%
$210.28 - $289.91 $19.8K - $27.3K
9.04K $2.62M
VTI
Vanguard Total Stock Market Et

ETFs
1.22K
+ 91.67%
$243.75 - $303.93 $298K - $371K
2.56K $776K
AMZN
Amazon Com Inc

Consumer Cyclical
251
+ 2.71%
$167.32 - $223.3 $42K - $56K
9.52K $2.09M
IRM
Iron Mountain Inc

Real Estate
1.2K
+ 14.48%
$76.93 - $105.25 $91.9K - $126K
9.45K $968K
IBM
International Business Machines Corp

Technology
51
+ 1.23%
$221.03 - $294.78 $11.3K - $15K
4.2K $1.24M
META
Meta Platforms, Inc.

Communication Services
33
+ 2.96%
$484.66 - $738.09 $16K - $24.4K
1.15K $847K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 2.0%
$496.48 - $617.85 $26.8K - $33.4K
2.75K $1.7M
SCHW
Schwab Charles Corp

Financial Services
2K
+ 638.98%
$69.06 - $91.24 $138K - $182K
2.31K $211K
GE
General Electric CO

Industrials
375
+ 65.91%
$166.81 - $257.39 $62.6K - $96.5K
944 $242K
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 0.97%
$149.23 - $184.95 $6.86K - $8.51K
4.78K $870K
WMB
Williams Companies, Inc.

Energy
1.59K
+ 846.28%
$54.33 - $62.87 $86.4K - $100K
1.78K $111K
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
EPD
Enterprise Products Partners L.P.

Energy
2.23K
+ 33.3%
$28.95 - $34.22 $64.6K - $76.3K
8.93K $276K
WFC
Wells Fargo & Company

Financial Services
231
+ 7.9%
$60.98 - $80.12 $14.1K - $18.5K
3.16K $252K
FTNT
Fortinet, Inc.

Technology
360
+ 72.0%
$84.71 - $108.69 $30.5K - $39.1K
860 $90K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
196
+ 1.16%
$116.93 - $119.39 $22.9K - $23.4K
17K $2.03M
CAH
Cardinal Health Inc

Healthcare
142
+ 57.49%
$125.0 - $168.0 $17.8K - $23.9K
389 $65K
KLAC
Kla Corp

Technology
25
+ 119.05%
$576.53 - $902.94 $14.4K - $22.6K
46 $41K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
160
+ 11.96%
$90.56 - $109.49 $14.5K - $17.5K
1.5K $163K
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
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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