Atwood & Palmer Inc Reduced Holdings in Q1 2025

Atwood & Palmer Inc

  • $1.41 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-432K
- 37.02%
$64.98 - $124.62 $28M - $53.8M
734K $62M
GOOG
Alphabet Inc.

Communication Services
-859
- 0.35%
$156.06 - $207.71 $134K - $178K
245K $38.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-468
- 0.19%
$65.15 - $91.81 $30.5K - $43K
252K $16.4M
AMP
Ameriprise Financial Inc

Financial Services
-2.26K
- 2.85%
$472.29 - $575.13 $1.07M - $1.3M
77.1K $37.3M
URI
United Rentals, Inc.

Industrials
-535
- 0.93%
$594.17 - $789.56 $318K - $422K
57.1K $35.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.71K
- 3.91%
$634.14 - $744.83 $1.08M - $1.27M
42K $26.6M
GNRC
Generac Holdings Inc.

Industrials
-586
- 0.39%
$126.65 - $164.06 $74.2K - $96.1K
148K $18.7M
FITB
Fifth Third Bancorp

Financial Services
-37K
- 4.21%
$37.48 - $44.96 $1.39M - $1.66M
841K $33M
HOLX
Hologic Inc

Healthcare
-4.39K
- 1.23%
$60.7 - $73.77 $266K - $324K
353K $21.8M
AAPL
Apple Inc.

Technology
-964
- 0.75%
$209.68 - $247.1 $202K - $238K
128K $28.3M
UTHR
United Therapeutics Corp

Healthcare
-879
- 1.36%
$304.42 - $380.78 $268K - $335K
63.7K $19.6M
LMT
Lockheed Martin Corp

Industrials
-73
- 0.11%
$423.19 - $506.29 $30.9K - $37K
68K $30.4M
FV
First Trust Dorsey Wright Focu

ETFs
-38.8K
- 28.98%
$53.91 - $63.03 $2.09M - $2.45M
95K $5.21M
CDW
Cdw Corp

Technology
-1.01K
- 0.64%
$160.26 - $206.13 $162K - $208K
156K $25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-888
- 1.62%
$497.6 - $606.74 $442K - $539K
53.8K $26.8M
WMT
Walmart Inc.

Consumer Defensive
-10.5K
- 3.76%
$84.5 - $105.05 $886K - $1.1M
269K $23.6M
GBIL
Goldman Sachs Access Treasury

ETFs
-16.2K
- 6.21%
$99.85 - $100.19 $1.62M - $1.63M
245K $24.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-797
- 1.13%
$222.66 - $268.42 $177K - $214K
69.7K $16.2M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-12.8K
- 4.18%
$48.34 - $49.66 $619K - $635K
293K $14.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.6K
- 5.14%
$77.7 - $78.94 $902K - $916K
214K $16.9M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-14.6K
- 4.96%
N/A
279K $8.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-8K
- 58.07%
$50.44 - $50.7 $404K - $406K
5.78K $292K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.1K
- 49.0%
$59.78 - $60.03 $365K - $366K
6.35K $381K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-7.2K
- 15.13%
$50.24 - $50.57 $362K - $364K
40.4K $2.04M
MA
Mastercard Inc

Financial Services
-3K
- 4.7%
$504.67 - $576.31 $1.52M - $1.73M
60.9K $33.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-362
- 17.06%
$554.06 - $615.85 $201K - $223K
1.76K $982K
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.88%
$222.15 - $428.22 $3.33K - $6.42K
1.7K $439K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-375
- 14.71%
$360.07 - $417.26 $135K - $156K
2.18K $784K
MCO
Moodys Corp

Financial Services
-400
- 50.0%
$437.8 - $527.48 $175K - $211K
400 $186K
USB
Us Bancorp \De\

Financial Services
-1.15K
- 6.91%
$40.92 - $50.9 $47.1K - $58.5K
15.5K $654K
IBM
International Business Machines Corp

Technology
-1.15K
- 21.7%
$217.4 - $264.74 $250K - $304K
4.15K $1.03M
PFE
Pfizer Inc

Healthcare
-3.4K
- 24.39%
$25.01 - $27.13 $85K - $92.2K
10.5K $267K
UNH
Unitedhealth Group Inc

Healthcare
-219
- 28.26%
$461.52 - $548.18 $101K - $120K
556 $291K
WFC
Wells Fargo & Company

Financial Services
-1.5K
- 33.9%
$66.78 - $81.42 $100K - $122K
2.93K $209K
ZTS
Zoetis Inc.

Healthcare
-600
- 27.66%
$156.48 - $175.67 $93.9K - $105K
1.57K $258K
EMR
Emerson Electric CO

Industrials
-98
- 2.24%
$108.64 - $131.17 $10.6K - $12.9K
4.27K $468K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-4.29K
- 8.2%
$31.09 - $34.34 $133K - $147K
48.1K $1.6M
BDX
Becton Dickinson & CO

Healthcare
-529
- 2.07%
$222.79 - $249.08 $118K - $132K
25K $5.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.06K
- 64.34%
$30.73 - $32.26 $63.2K - $66.4K
1.14K $35K
VNLA
Janus Henderson Short Duration

ETFs
-1.23K
- 11.71%
$48.89 - $49.21 $59.9K - $60.3K
9.24K $454K
SHV
Ishares Tr

ETFs
-502
- 5.69%
$110.11 - $110.51 $55.3K - $55.5K
8.32K $918K
CBSH
Commerce Bancshares Inc

Financial Services
-730
- 1.01%
$58.85 - $68.59 $43K - $50.1K
71.3K $4.43M
CARR
Carrier Global Corp

Industrials
-100
- 1.3%
$62.07 - $70.55 $6.21K - $7.06K
7.61K $482K
ABT
Abbott Laboratories

Healthcare
-492
- 33.29%
$111.1 - $140.22 $54.7K - $69K
986 $130K
ETN
Eaton Corp PLC

Industrials
-87
- 39.91%
$271.83 - $371.23 $23.6K - $32.3K
131 $35K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-650
- 14.61%
$50.03 - $50.27 $32.5K - $32.7K
3.8K $190K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.14K
- 4.53%
$43.53 - $45.42 $49.6K - $51.8K
24K $1.09M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-50
- 5.0%
$131.2 - $160.72 $6.56K - $8.04K
950 $126K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-863
- 20.39%
$24.07 - $24.5 $20.8K - $21.1K
3.37K $81K
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
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