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
HON
Honeywell International Inc

Industrials
-13
- 1.02%
$202.75 - $226.52 $2.64K - $2.94K
1.26K $266K
BP
Bp PLC

Energy
-850
- 36.17%
$29.93 - $35.31 $25.4K - $30K
1.5K $50K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-117
- 4.39%
$67.03 - $74.61 $7.84K - $8.73K
2.55K $172K
CB
Chubb LTD

Financial Services
-75
- 36.59%
$257.71 - $301.99 $19.3K - $22.6K
130 $39K
COP
Conocophillips

Energy
-209
- 25.74%
$88.6 - $105.85 $18.5K - $22.1K
603 $63K
BSX
Boston Scientific Corp

Healthcare
-184
- 90.64%
$89.38 - $106.18 $16.4K - $19.5K
19 $1K
CEG
Constellation Energy Corp

Utilities
-66
- 51.97%
$201.63 - $347.44 $13.3K - $22.9K
61 $12K
GIS
General Mills Inc

Consumer Defensive
-225
- 81.82%
$57.56 - $65.3 $13K - $14.7K
50 $2K
ADBE
Adobe Inc.

Technology
-10
- 5.65%
$377.84 - $464.11 $3.78K - $4.64K
167 $64K
SHEL
Shell PLC

Energy
-232
- 93.93%
$62.84 - $73.29 $14.6K - $17K
15 $1K
ADI
Analog Devices Inc

Technology
-61
- 63.54%
$201.56 - $243.82 $12.3K - $14.9K
35 $7K
EMBC
Embecta Corp.

Healthcare
-65
- 5.49%
$12.28 - $20.93 $798 - $1.36K
1.12K $13K
UL
Unilever PLC

Consumer Defensive
-179
- 81.0%
$54.72 - $60.29 $9.79K - $10.8K
42 $2K
ETR
Entergy Corp

Utilities
-148
- 51.39%
$75.26 - $87.89 $11.1K - $13K
140 $11K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-25
- 7.14%
$174.52 - $210.67 $4.36K - $5.27K
325 $56K
FISV
Fiserv Inc

Technology
-66
- 11.66%
N/A
500 $62K
SLB
Schlumberger Limited

Energy
-239
- 65.66%
$38.4 - $43.74 $9.18K - $10.5K
125 $5K
ALL
Allstate Corp

Financial Services
-50
- 25.0%
$180.99 - $210.18 $9.05K - $10.5K
150 $31K
NKE
Nike, Inc.

Consumer Cyclical
-27
- 6.94%
$63.29 - $81.72 $1.71K - $2.21K
362 $22K
EXC
Exelon Corp

Utilities
-200
- 81.3%
$37.3 - $46.08 $7.46K - $9.22K
46 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-25
- 4.35%
$47.79 - $59.89 $1.19K - $1.5K
550 $27K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-150
- 1.41%
$50.39 - $50.66 $7.56K - $7.6K
10.5K $530K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-167
- 20.98%
$56.12 - $68.15 $9.37K - $11.4K
629 $42K
CTVA
Corteva, Inc.

Basic Materials
-130
- 16.07%
$55.94 - $66.15 $7.27K - $8.6K
679 $42K
INTC
Intel Corp

Technology
-300
- 20.0%
$19.1 - $27.39 $5.73K - $8.22K
1.2K $27K
TJX
Tjx Companies Inc

Consumer Cyclical
-42
- 1.7%
$112.81 - $126.16 $4.74K - $5.3K
2.43K $296K
NOC
Northrop Grumman Corp

Industrials
-8
- 44.44%
$433.45 - $513.82 $3.47K - $4.11K
10 $5K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 5.89%
$40.81 - $45.34 $12.2K - $13.6K
4.79K $209K
VTRS
Viatris Inc

Healthcare
-43
- 17.41%
$8.68 - $12.42 $373 - $534
204 $1K
USRT
Ishares Core U.S. Reit ETF

ETFs
-28
- 8.46%
$55.14 - $60.29 $1.54K - $1.69K
303 $17K
MCK
Mckesson Corp

Healthcare
-7
- 20.59%
$566.21 - $672.99 $3.96K - $4.71K
27 $18K
Linde PLC
-1
- 0.56%
N/A
177 $0
MDT
Medtronic PLC

Healthcare
-99
- 11.33%
$79.84 - $94.5 $7.9K - $9.36K
775 $69K
SAP
Sap Se

Technology
-2
- 50.0%
$241.4 - $293.69 $483 - $587
2 $0
UNP
Union Pacific Corp

Industrials
-25
- 2.92%
$225.21 - $254.42 $5.63K - $6.36K
832 $196K
VZ
Verizon Communications Inc

Communication Services
-28
- 8.89%
$37.81 - $46.49 $1.06K - $1.3K
287 $13K
SPOT
Spotify Technology S.A.

Communication Services
-5
- 9.09%
$457.79 - $648.32 $2.29K - $3.24K
50 $27K
EVRG
Evergy, Inc.

Utilities
-1
- 0.08%
$59.9 - $69.52 $59.9 - $69.5
1.27K $87K
ECL
Ecolab Inc.

Basic Materials
-27
- 2.41%
$229.72 - $269.82 $6.2K - $7.29K
1.09K $276K
TMUS
T Mobile Us, Inc.

Communication Services
-5
- 1.49%
$211.3 - $272.83 $1.06K - $1.36K
330 $88K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-165
- 0.04%
$44.26 - $45.22 $7.3K - $7.46K
377K $16.8M
OTIS
Otis Worldwide Corp

Industrials
-57
- 1.43%
$90.77 - $104.01 $5.17K - $5.93K
3.93K $405K
ADP
Automatic Data Processing Inc

Industrials
-16
- 0.36%
$286.85 - $318.64 $4.59K - $5.1K
4.48K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.81%
$279.74 - $321.29 $7.27K - $8.35K
3.19K $995K
KO
Coca Cola CO

Consumer Defensive
-150
- 1.26%
$60.81 - $72.32 $9.12K - $10.8K
11.7K $839K
CVX
Chevron Corp

Energy
-16
- 0.33%
$146.71 - $167.97 $2.35K - $2.69K
4.9K $820K
XOM
Exxon Mobil Corp

Energy
-200
- 1.17%
$105.44 - $118.93 $21.1K - $23.8K
16.9K $2.01M
PM
Philip Morris International Inc.

Consumer Defensive
-10
- 0.21%
$117.15 - $158.79 $1.17K - $1.59K
4.74K $751K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-12.1K
- 4.74%
$37.06 - $41.11 $450K - $499K
244K $9.78M
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