Atwood & Palmer Inc Incresed Positions in Q1 2025

Atwood & Palmer Inc

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
7.71K
+ 82.84%
$1739.0 - $2260.0 $13.4M - $17.4M
17K $33.2M
UBER
Uber Technologies, Inc

Technology
170K
+ 16840.42%
$63.17 - $81.49 $10.7M - $13.8M
171K $12.4M
AVDE
American Centy ETF Tr Avantis

ETFs
20.2K
+ 2.92%
$60.63 - $68.55 $1.22M - $1.38M
711K $47.5M
AVIV
American Centy ETF Tr Avantis
11.3K
+ 2.55%
$51.51 - $58.54 $584K - $664K
456K $26M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
40.3K
+ 14.93%
$48.31 - $49.23 $1.95M - $1.98M
310K $15.2M
AVEM
American Centy ETF Tr Avantis

ETFs
18.9K
+ 3.13%
$57.11 - $62.4 $1.08M - $1.18M
623K $37.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
40.5K
+ 4.58%
$50.48 - $51.04 $2.04M - $2.07M
925K $46.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.3K
+ 3.56%
$81.83 - $82.73 $1.58M - $1.6M
561K $46.4M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
48.9K
+ 4.49%
$21.16 - $21.77 $1.04M - $1.07M
1.14M $24.8M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
50K
+ 4.61%
$21.77 - $22.25 $1.09M - $1.11M
1.13M $25.2M
AVDV
American Centy ETF Tr Avantis

ETFs
1.3K
+ 0.54%
$63.74 - $71.96 $82.8K - $93.5K
244K $17.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.73K
+ 22.66%
$169.43 - $182.84 $1.31M - $1.41M
41.9K $7.19M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.6K
+ 2.47%
$51.52 - $52.37 $652K - $662K
525K $27.5M
UMBF
Umb Financial Corp

Financial Services
6.95K
+ 183.99%
$98.0 - $122.56 $681K - $852K
10.7K $1.08M
JNJ
Johnson & Johnson

Healthcare
124
+ 0.52%
$142.06 - $167.7 $17.6K - $20.8K
24.1K $4M
VSLU
ETF Opportunities Tr Applied F
23.6K
+ 12.79%
$34.73 - $38.17 $821K - $902K
208K $7.26M
JPM
Jpmorgan Chase & CO

Financial Services
1.75K
+ 24.27%
$225.19 - $279.95 $394K - $489K
8.95K $2.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 6.29%
$442.66 - $534.52 $103K - $124K
3.92K $2.06M
V
Visa Inc.

Financial Services
762
+ 122.9%
$306.92 - $362.71 $234K - $276K
1.38K $484K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.56K
+ 10.18%
$114.57 - $118.14 $178K - $184K
16.8K $1.99M
COST
Costco Wholesale Corp

Consumer Defensive
177
+ 11.22%
$890.62 - $1076.86 $158K - $191K
1.75K $1.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
484
+ 87.05%
$275.89 - $345.24 $134K - $167K
1.04K $359K
SPY
Spdr S&P 500 ETF Trust

ETFs
453
+ 20.17%
$551.42 - $612.93 $250K - $278K
2.7K $1.51M
DHR
Danaher Corp

Healthcare
985
+ 249.37%
$201.62 - $250.59 $199K - $247K
1.38K $282K
LHX
L3 Harris Technologies, Inc.

Industrials
1.06K
+ 1.71%
$194.65 - $222.86 $205K - $235K
62.7K $13.1M
TYL
Tyler Technologies Inc

Technology
270
+ 259.62%
$553.41 - $646.74 $149K - $175K
374 $217K
AMZN
Amazon Com Inc

Consumer Cyclical
1.92K
+ 26.19%
$190.26 - $242.06 $366K - $466K
9.27K $1.76M
SYK
Stryker Corp

Healthcare
400
+ 13333.33%
$355.18 - $399.9 $142K - $160K
403 $150K
QQQ
Invesco Qqq Trust, Series 1

ETFs
330
+ 191.86%
$468.34 - $539.52 $155K - $178K
502 $235K
PANW
Palo Alto Networks Inc

Technology
816
+ 149.45%
$167.82 - $208.28 $137K - $170K
1.36K $232K
BAC
Bank Of America Corp

Financial Services
3.46K
+ 31.28%
$39.61 - $47.74 $137K - $165K
14.5K $605K
WM
Waste Management Inc

Industrials
98
+ 3.62%
$200.54 - $233.78 $19.7K - $22.9K
2.81K $649K
LLY
Eli Lilly & CO

Healthcare
88
+ 16.54%
$725.72 - $929.72 $63.9K - $81.8K
620 $512K
PG
Procter & Gamble CO

Consumer Defensive
205
+ 0.92%
$158.56 - $176.26 $32.5K - $36.1K
22.5K $3.83M
DUK
Duke Energy Corp

Utilities
530
+ 39.32%
$105.87 - $121.97 $56.1K - $64.6K
1.88K $229K
BMY
Bristol Myers Squibb CO

Healthcare
506
+ 4.31%
$53.9 - $63.11 $27.3K - $31.9K
12.2K $746K
AXON
Axon Enterprise, Inc.

Industrials
200
+ 38.46%
$496.65 - $710.01 $99.3K - $142K
720 $378K
AVGO
Broadcom Inc.

Technology
1.19K
+ 54.45%
$167.43 - $244.7 $199K - $291K
3.37K $564K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 35.53%
$1187.71 - $1432.58 $32.1K - $38.7K
103 $147K
QCOM
Qualcomm Inc

Technology
313
+ 6.49%
$151.94 - $175.86 $47.6K - $55K
5.14K $788K
META
Meta Platforms, Inc.

Communication Services
100
+ 9.85%
$576.36 - $736.67 $57.6K - $73.7K
1.12K $643K
CVS
Cvs Health Corp

Healthcare
570
+ 228.0%
$44.22 - $68.64 $25.2K - $39.1K
820 $55K
IEF
Ishares Barclays

ETFs
410
+ 136.67%
$91.17 - $95.39 $37.4K - $39.1K
710 $67K
AMT
American Tower Corp

Real Estate
100
+ 22.08%
$173.46 - $217.6 $17.3K - $21.8K
553 $120K
TGT
Target Corp

Consumer Defensive
352
+ 951.35%
$103.65 - $142.5 $36.5K - $50.2K
389 $40K
ACN
Accenture PLC

Technology
110
+ 407.41%
$300.91 - $398.25 $33.1K - $43.8K
137 $42K
PEP
Pepsico Inc

Consumer Defensive
331
+ 2.41%
$142.64 - $156.42 $47.2K - $51.8K
14.1K $2.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
46
+ 11.5%
$308.86 - $455.36 $14.2K - $20.9K
446 $157K
SSNC
Ss&C Technologies Holdings Inc

Technology
166
+ 125.76%
$74.75 - $89.13 $12.4K - $14.8K
298 $24K
Activity Summary
Buys All Purchases 90 New Holdings 19 Increased Positions 71 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email