Atwood & Palmer Inc New Holdings in Q2 2025

Atwood & Palmer Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
464K
New
$38.95 - $41.19 $18.1M - $19.1M
464K $19.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $728K
MPLX
Mplx LP

Energy
5.84K
New
$46.68 - $53.89 $273K - $315K
5.84K $301K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3K
New
$58.52 - $71.7 $176K - $215K
3K $206K
COF
Capital One Financial Corp

Financial Services
764
New
$150.57 - $212.76 $115K - $163K
764 $162K
PR
Permian Resources Corporation

Energy
9.57K
New
$10.36 - $14.93 $99.1K - $143K
9.57K $131K
BCS
Barclays PLC

Financial Services
7K
New
$12.69 - $18.61 $88.8K - $130K
7K $130K
KMI
Kinder Morgan, Inc.

Energy
4K
New
$25.21 - $29.4 $101K - $118K
4K $117K
LNG
Cheniere Energy, Inc.

Energy
472
New
$197.25 - $244.33 $93.1K - $115K
472 $114K
TRP
Tc Energy Corp

Energy
2.04K
New
$44.48 - $51.4 $90.7K - $105K
2.04K $99K
MUB
Ishares National Muni Bond ETF

ETFs
826
New
$102.31 - $105.8 $84.5K - $87.4K
826 $86K
OKE
Oneok Inc

Energy
858
New
$78.71 - $100.37 $67.5K - $86.1K
858 $70K
TEF
Telefonica S A

Communication Services
8.47K
New
$4.37 - $5.39 $37K - $45.6K
8.47K $44K
PAA
Plains All American Pipeline LP

Energy
2.3K
New
$16.03 - $20.28 $36.9K - $46.7K
2.3K $42K
VTV
Vanguard Value ETF

ETFs
227
New
$153.67 - $176.74 $34.9K - $40.1K
227 $40K
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
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
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
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
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
TPR
Tapestry, Inc.

Consumer Cyclical
204
New
$60.6 - $87.81 $12.4K - $17.9K
204 $17K
WSM
Williams Sonoma Inc

Consumer Cyclical
108
New
$137.62 - $174.44 $14.9K - $18.8K
108 $17K
CDE
Coeur Mining, Inc.

Basic Materials
2K
New
$4.81 - $9.46 $9.62K - $18.9K
2K $17K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1K
New
$12.82 - $18.15 $12.8K - $18.2K
1K $16K
FHN
First Horizon Corp

Financial Services
786
New
$16.21 - $21.2 $12.7K - $16.7K
786 $16K
ETSY
Etsy Inc

Consumer Cyclical
338
New
$40.8 - $63.88 $13.8K - $21.6K
338 $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
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
EBAY
Ebay Inc

Consumer Cyclical
192
New
$59.52 - $79.36 $11.4K - $15.2K
192 $14K
EOG
Eog Resources Inc

Energy
120
New
$104.61 - $129.97 $12.6K - $15.6K
120 $14K
JEPI
J P Morgan Exchange Traded Fd

ETFs
234
New
$51.14 - $57.0 $12K - $13.3K
234 $13K
CDNS
Cadence Design Systems Inc

Technology
40
New
$231.64 - $323.08 $9.27K - $12.9K
40 $12K
FIS
Fidelity National Information Services, Inc.

Technology
141
New
$68.14 - $82.13 $9.61K - $11.6K
141 $11K
T
At&T Inc.

Communication Services
391
New
$26.33 - $28.94 $10.3K - $11.3K
391 $11K
PSA
Public Storage

Real Estate
39
New
$266.31 - $309.77 $10.4K - $12.1K
39 $11K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
375
New
$28.45 - $33.08 $10.7K - $12.4K
375 $11K
INFA
Informatica Inc.

Technology
441
New
$15.86 - $24.35 $6.99K - $10.7K
441 $10K
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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