Atwood & Palmer Inc Portfolio Holdings by Sector
Atwood & Palmer Inc
- $1.3 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JAAA SHY AVDE AVEM GBIL IGSB IBTI IBTJ 110 stocks |
$408,897
32.41% of portfolio
|
  44  
|
  29  
|
  28  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
REGN VRTX UTHR SRPT NVO MRNA CORT MNKD 8 stocks |
$92,253
7.31% of portfolio
|
  4  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
LDOS CDW JKHY IBM FISV KD ACN 7 stocks |
$80,113
6.35% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV GILD JNJ AMGN BMY LLY PFE MRK 10 stocks |
$64,126
5.08% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT 4 stocks |
$49,331
3.91% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA PYPL V DFS AXP RM 6 stocks |
$48,834
3.87% of portfolio
|
- |
  5  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT LHX RTX AXON CW ESLT TXT NOC 9 stocks |
$46,340
3.67% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FITB CBSH HTH PNC USB HTLF RF UMBF 14 stocks |
$39,833
3.16% of portfolio
|
- |
  6  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$37,117
2.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT ORCL CRWD ADBE PANW EEFT FTNT 8 stocks |
$35,359
2.8% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AMP TY ADX BLK BX NTRS PFG BK 8 stocks |
$34,157
2.71% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX BDX ISRG 3 stocks |
$32,570
2.58% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$32,469
2.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR STIM 3 stocks |
$30,119
2.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$26,926
2.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$24,750
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ON NVDA QCOM NXPI AVGO INTC TXN SWKS 10 stocks |
$23,055
1.83% of portfolio
|
  5  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GNRC PH EMR OTIS GE ETN ROP AME 9 stocks |
$21,478
1.7% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$21,428
1.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$20,387
1.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$18,901
1.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$15,560
1.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
MELI AMZN BABA 3 stocks |
$15,264
1.21% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
KMB PG CL EPC EL UL 6 stocks |
$12,637
1.0% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,997
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX BP EQNR PBR SHEL 6 stocks |
$2,879
0.23% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$2,595
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC TD 4 stocks |
$2,270
0.18% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,772
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ACGL 2 stocks |
$1,663
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE AEP DUK EVRG D OGE ED CNP 9 stocks |
$1,478
0.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
HIW DEI 2 stocks |
$1,345
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR FBHS TT JCI 4 stocks |
$1,050
0.08% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD CMG SHAK SBUX 4 stocks |
$884
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM AMT CCI EQIX 4 stocks |
$838
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Trucking | Industrials
SAIA ODFL 2 stocks |
$737
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS ELV CI 4 stocks |
$721
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$699
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM GFL RSG 3 stocks |
$600
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET STX DDD 3 stocks |
$450
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS ITCI EMBC VTRS NBIX TLRY 6 stocks |
$433
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
FLO POST BRBR GIS 4 stocks |
$390
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL EMN RPM 3 stocks |
$387
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY COP APA MUR HPK EQT FANG 7 stocks |
$375
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$355
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT EW MDT DXCM BSX SYK 6 stocks |
$347
0.03% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MCO CME SPGI 3 stocks |
$346
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA TM EVTV NIO 4 stocks |
$344
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM UBER TYL INTU ADSK SHOP 6 stocks |
$269
0.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON MMM 2 stocks |
$269
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$267
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$250
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM ILF 2 stocks |
$247
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD ET 2 stocks |
$197
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP WAB 2 stocks |
$195
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG BRP MMC SLQT 4 stocks |
$194
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PLMR TRV CB ALL PGR 5 stocks |
$175
0.01% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Shell Companies | Financial Services
DWACW 1 stocks |
$164
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$159
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY AZO TSCO ULTA GRWG 5 stocks |
$148
0.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENR 1 stocks |
$110
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
ELY 1 stocks |
$93
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX AMAT ASML 3 stocks |
$85
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
SEE IP 2 stocks |
$83
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
IVT GTY SPG 3 stocks |
$82
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS CMCSA VZ 3 stocks |
$69
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW LXU 2 stocks |
$61
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
NMRK 1 stocks |
$51
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$47
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR ACM 2 stocks |
$47
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS MS 2 stocks |
$45
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$41
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
TNL ABNB 2 stocks |
$37
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
WH 1 stocks |
$33
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$31
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO PSX 2 stocks |
$31
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
HRB SCI 2 stocks |
$31
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$28
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$27
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
VALE TMC 2 stocks |
$26
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$26
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$25
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$18
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$17
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
TEL 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL LUV 2 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AMH 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
APTV 1 stocks |
$2
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$1
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
FMS 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
TKR 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
UNFI 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|