Atwood & Palmer Inc Reduced Holdings in Q3 2025

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-212K
- 31.95%
$130.68 - $186.97 $27.6M - $39.5M
450K $82.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-10
- 0.06%
$2292.04 - $2514.05 $22.9K - $25.1K
17K $39.8M
AMP
Ameriprise Financial Inc

Financial Services
-192
- 0.25%
$486.13 - $544.55 $93.3K - $105K
76.9K $37.8M
CDW
Cdw Corp

Technology
-85
- 0.05%
$156.97 - $182.84 $13.3K - $15.5K
158K $25.1M
CSCO
Cisco Systems, Inc.

Technology
-479
- 0.09%
$66.2 - $71.79 $31.7K - $34.4K
522K $35.7M
COST
Costco Wholesale Corp

Consumer Defensive
-303
- 17.9%
$915.95 - $994.57 $278K - $301K
1.39K $1.29M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.11K
- 29.97%
$49.05 - $49.99 $349K - $355K
16.6K $826K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-5.3K
- 21.68%
$44.97 - $45.88 $238K - $243K
19.2K $878K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-4.78K
- 19.6%
$48.04 - $48.61 $229K - $232K
19.6K $943K
CBSH
Commerce Bancshares Inc

Financial Services
-680
- 0.95%
$58.61 - $66.11 $39.9K - $45K
70.6K $4.22M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-8.12K
- 8.19%
$19.57 - $19.98 $159K - $162K
91K $1.81M
ADP
Automatic Data Processing Inc

Industrials
-250
- 5.65%
$288.69 - $310.94 $72.2K - $77.7K
4.18K $1.23M
VTI
Vanguard Total Stock Market Et

ETFs
-522
- 20.43%
$303.93 - $329.86 $159K - $172K
2.03K $667K
PM
Philip Morris International Inc.

Consumer Defensive
-46
- 0.96%
$157.77 - $183.27 $7.26K - $8.43K
4.74K $768K
PR
Permian Resources Corporation

Energy
-7K
- 73.16%
$12.8 - $14.51 $89.6K - $102K
2.57K $32K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-4.26K
- 0.47%
$22.19 - $22.44 $94.6K - $95.7K
903K $20.2M
DUK
Duke Energy Corp

Utilities
-530
- 28.22%
$116.31 - $125.93 $61.6K - $66.7K
1.35K $166K
AMT
American Tower Corp

Real Estate
-214
- 58.79%
$192.32 - $232.35 $41.2K - $49.7K
150 $28K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-536
- 40.09%
$65.64 - $78.22 $35.2K - $41.9K
801 $53K
V
Visa Inc.

Financial Services
-77
- 5.57%
$332.09 - $358.86 $25.6K - $27.6K
1.31K $445K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-199
- 12.38%
$35.51 - $58.78 $7.07K - $11.7K
1.41K $51K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.5K
- 96.77%
$23.03 - $23.12 $34.5K - $34.7K
50 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
-51
- 4.9%
$284.17 - $319.49 $14.5K - $16.3K
989 $306K
PLMR
Palomar Holdings, Inc.

Financial Services
-100
- 28.57%
$112.26 - $148.79 $11.2K - $14.9K
250 $29K
NVO
Novo Nordisk A S

Healthcare
-249
- 33.79%
$45.38 - $71.7 $11.3K - $17.9K
488 $27K
TRV
Travelers Companies, Inc.

Financial Services
-88
- 36.97%
$250.62 - $279.43 $22.1K - $24.6K
150 $41K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-675
- 0.25%
N/A
273K $8.6M
SCHW
Schwab Charles Corp

Financial Services
-307
- 13.27%
$91.03 - $98.69 $27.9K - $30.3K
2.01K $191K
ABT
Abbott Laboratories

Healthcare
-132
- 13.39%
$120.51 - $136.62 $15.9K - $18K
854 $114K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 2.29%
$433.66 - $544.47 $1.73K - $2.18K
171 $76K
EMN
Eastman Chemical CO

Basic Materials
-83
- 7.02%
$58.79 - $81.56 $4.88K - $6.77K
1.1K $69K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-212
- 1.25%
$117.65 - $120.08 $24.9K - $25.5K
16.8K $2.01M
POST
Post Holdings, Inc.

Consumer Defensive
-152
- 14.23%
$102.36 - $114.04 $15.6K - $17.3K
916 $98K
EEFT
Euronet Worldwide, Inc.

Technology
-131
- 30.39%
$87.37 - $107.37 $11.4K - $14.1K
300 $26K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-267
- 66.75%
$59.81 - $60.11 $16K - $16K
133 $7K
CVS
Cvs Health Corp

Healthcare
-285
- 34.76%
$58.75 - $76.5 $16.7K - $21.8K
535 $40K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-317
- 2.91%
$50.37 - $50.7 $16K - $16.1K
10.6K $535K
OXY
Occidental Petroleum Corp

Energy
-306
- 96.84%
$42.54 - $48.1 $13K - $14.7K
10 $0
QTEC
First Trust Nasdaq 100 Technol

ETFs
-75
- 27.27%
$208.95 - $229.72 $15.7K - $17.2K
200 $45K
VNQ
Vanguard Specialized Funds Van

ETFs
-146
- 11.61%
$88.47 - $93.24 $12.9K - $13.6K
1.11K $101K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-39
- 48.15%
$196.15 - $217.83 $7.65K - $8.5K
42 $8K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-140
- 12.84%
$98.56 - $110.68 $13.8K - $15.5K
950 $104K
CMCSA
Comcast Corp

Communication Services
-202
- 36.93%
$31.41 - $36.33 $6.34K - $7.34K
345 $10K
ACGL
Arch Capital Group Ltd.

Financial Services
-87
- 4.61%
$85.61 - $93.54 $7.45K - $8.14K
1.8K $163K
EVRG
Evergy, Inc.

Utilities
-239
- 15.86%
$67.73 - $76.02 $16.2K - $18.2K
1.27K $96K
BP
Bp PLC

Energy
-264
- 56.9%
$30.25 - $35.69 $7.99K - $9.42K
200 $6K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-100
- 11.11%
$155.79 - $172.55 $15.6K - $17.3K
800 $134K
SLQT
Select Quote, Inc.

Financial Services
-2.5K
- 62.5%
$1.74 - $2.69 $4.35K - $6.73K
1.5K $2K
FDN
First Tr Fd Dow Jones

ETFs
-40
- 10.39%
$264.06 - $287.34 $10.6K - $11.5K
345 $96K
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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