Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.43 Billion
  • Q4 2024

Atwood & Palmer Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $88.2M, Alphabet Inc. with a value of $46.9M, Janus Detroit Str Tr Janus Hen with a value of $44.9M, Ishares Barclays 1 3 Year Trea with a value of $44.4M, and American Centy ETF Tr Avantis with a value of $42.4M.

Examining the 13F form we can see an decrease of $15.6M in the current position value, from $1.45B to 1.43B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Billion
ETFs: $433 Million
Technology: $268 Million
Healthcare: $212 Million
Financial Services: $150 Million
Industrials: $122 Million
Consumer Cyclical: $96.1 Million
Communication Services: $52.2 Million
Consumer Defensive: $42.8 Million
Other: $8.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$88.2 Million 6.15% of portfolio
1,165,938
Q4 2024 Reduced 8.63%
$1.21T
$46.9 Million 3.27% of portfolio
246,124
Q4 2024 Added 0.0%
$59.6B
$42.2 Million 2.94% of portfolio
79,342
Q4 2024 Reduced 0.21%
$54.7B
$40.6 Million 2.83% of portfolio
57,637
Q4 2024 Added 0.45%
$30.8B
$37.1 Million 2.59% of portfolio
877,694
Q4 2024 Added 0.2%
$21.9B
$37 Million 2.58% of portfolio
256,734
Q4 2024 Added 0.46%
$305B
$34.8 Million 2.43% of portfolio
195,903
Q4 2024 Added 1.23%
$504B
$33.7 Million 2.35% of portfolio
63,921
Q4 2024 Reduced 0.36%
$133B
$33.1 Million 2.3% of portfolio
68,050
Q4 2024 Added 0.03%
$49.9B
$32.4 Million 2.26% of portfolio
231,410
Q4 2024 Added 0.97%
$117B
$32.3 Million 2.25% of portfolio
349,256
Q4 2024 Added 0.74%
$3.58T
$32.2 Million 2.24% of portfolio
128,519
Q4 2024 Reduced 0.2%
$73.7B
$31.1 Million 2.17% of portfolio
43,683
Q4 2024 Reduced 0.27%
$251B
$31 Million 2.16% of portfolio
522,949
Q4 2024 Reduced 0.26%
$225B
$28.4 Million 1.98% of portfolio
54,676
Q4 2024 Added 0.22%
$25.9B
$27.4 Million 1.91% of portfolio
157,303
Q4 2024 Added 0.36%
$253B
$25.2 Million 1.76% of portfolio
279,342
Q4 2024 Reduced 0.86%
$10.5B
$23 Million 1.61% of portfolio
148,557
Q4 2024 Added 0.6%
$16.7B
$22.8 Million 1.59% of portfolio
64,575
Q4 2024 Added 0.81%
$110B
$22.3 Million 1.55% of portfolio
55,390
Q4 2024 Added 2.08%
$104B
$21.5 Million 1.5% of portfolio
252,094
Q4 2024 Reduced 28.33%
$41.7B
$19.7 Million 1.37% of portfolio
95,289
Q4 2024 Reduced 0.45%
$17.6B
$19.5 Million 1.36% of portfolio
524,259
Q4 2024 Added 1.78%
$24.1B
$17.8 Million 1.24% of portfolio
282,111
Q4 2024 Added 0.88%
$164B
$17.4 Million 1.21% of portfolio
70,454
Q4 2024 Added 0.01%
$92.3B
$15.8 Million 1.1% of portfolio
9,302
Q4 2024 Added 7.36%
$42.6B
$13 Million 0.9% of portfolio
61,637
Q4 2024 Added 1.68%
$12.7B
$7.16 Million 0.5% of portfolio
40,856
Q1 2023 Reduced 0.67%
$428B
$7.05 Million 0.49% of portfolio
18,124
Q4 2024 Added 0.06%
$42.7B
$5.85 Million 0.41% of portfolio
44,631
Q4 2024 Reduced 2.46%
$68.6B
$5.8 Million 0.4% of portfolio
25,574
Q4 2024 Reduced 2.03%
$7.82B
$4.49 Million 0.31% of portfolio
71,986
Q4 2024 Added 3.03%
$1.18T
$4.44 Million 0.31% of portfolio
23,469
Q4 2024 Added 0.12%
$383B
$3.73 Million 0.26% of portfolio
22,258
Q3 2024 Reduced 0.02%
$387B
$3.47 Million 0.24% of portfolio
23,985
Q4 2024 Reduced 2.04%
$73.6B
$2.4 Million 0.17% of portfolio
26,350
Q1 2024 Reduced 2.59%
$205B
$2.09 Million 0.15% of portfolio
13,762
Q4 2024 Added 0.07%
$3.19T
$1.94 Million 0.14% of portfolio
4,601
Q4 2024 Added 1.05%
$52.5B
$1.81 Million 0.13% of portfolio
12,887
Q4 2024 Reduced 0.03%
$465B
$1.84 Million 0.13% of portfolio
17,079
Q2 2024 Added 0.72%
$610B
$1.67 Million 0.12% of portfolio
3,691
Q4 2024 Added 0.19%
$772B
$1.73 Million 0.12% of portfolio
7,201
Q4 2024 Added 1.14%
$3.18B
$1.56 Million 0.11% of portfolio
51,007
Q3 2022 Reduced 2.86%
$351B
$1.57 Million 0.11% of portfolio
11,708
Q4 2024 Reduced 0.84%
$147B
$1.63 Million 0.11% of portfolio
6,237
Q4 2024 Added 0.5%
$2.35T
$1.61 Million 0.11% of portfolio
7,346
Q4 2024 Added 0.37%
$185B
$1.56 Million 0.11% of portfolio
13,474
Q4 2024 Added 0.94%
$419B
$1.44 Million 0.1% of portfolio
1,577
Q3 2024 Added 0.13%
$87.2B
$1.43 Million 0.1% of portfolio
2,250
Q4 2024 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $1.43 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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