Atwood & Palmer Inc Portfolio Holdings by Sector
Atwood & Palmer Inc
- $1.41 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SHY AVDE JAAA AVEM IBTI AVDV IBTJ XBB 105 stocks |
$377,866
27.56% of portfolio
|
  26  
|
  32  
|
  15  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT ORCL PANW CRWD FTNT ADBE EEFT 11 stocks |
$94,257
6.88% of portfolio
|
  7  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD ABBV JNJ AMGN BMY LLY PFE MRK 10 stocks |
$80,498
5.87% of portfolio
|
  2  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
LDOS CDW JKHY IBM FISV FIS ACN 7 stocks |
$78,036
5.69% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX REGN UTHR NVO CORT SRPT EXEL HALO 12 stocks |
$64,929
4.74% of portfolio
|
  6  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT LHX RTX AXON CW HEI ESLT TXT 11 stocks |
$50,466
3.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT BIDU 5 stocks |
$49,387
3.6% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
MELI AMZN BABA ETSY EBAY 5 stocks |
$46,686
3.41% of portfolio
|
  5  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FITB CBSH UMBF HTH PNC USB RF EFSC 14 stocks |
$43,384
3.16% of portfolio
|
  3  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$43,223
3.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ON AVGO QCOM NXPI TXN INTC SWKS 10 stocks |
$43,049
3.14% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AMP BX TY ADX BK ARES NTRS PFG 9 stocks |
$41,786
3.05% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO UI MSI 3 stocks |
$36,579
2.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V COF PYPL AXP 5 stocks |
$34,802
2.54% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$29,917
2.18% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$28,173
2.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$26,133
1.91% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GNRC PH EMR OTIS GE ETN AME ROP 9 stocks |
$24,247
1.77% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS SCHW MS SNEX 4 stocks |
$23,634
1.72% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$23,188
1.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR STIM 3 stocks |
$22,145
1.62% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$22,031
1.61% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$19,479
1.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER TYL CRM INTU LYFT SSNC CDNS ADSK 11 stocks |
$16,801
1.23% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
KMB PG CL EPC UL 5 stocks |
$11,297
0.82% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX ISRG HOLX BAX 4 stocks |
$4,077
0.3% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC BCS HSBC TD 6 stocks |
$3,703
0.27% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$3,238
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A ACGL 3 stocks |
$2,941
0.21% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,621
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX BP PBR SHEL 5 stocks |
$2,516
0.18% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$1,915
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE AEP DUK EVRG D OGE ETR ED 12 stocks |
$1,733
0.13% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Office | Real Estate
HIW ONL 2 stocks |
$1,492
0.11% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
MPLX EPD KMI LNG WMB TRGP TRP ET 11 stocks |
$1,336
0.1% of portfolio
|
  11  
|
- |
  7  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR FBHS TT JCI 4 stocks |
$1,200
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,151
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM AMT EQIX 3 stocks |
$1,058
0.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD CMG SHAK SBUX 4 stocks |
$1,007
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$776
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM GFL RSG 3 stocks |
$672
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN EVTV NIO 4 stocks |
$540
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT EW MDT DXCM BSX 6 stocks |
$476
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL EMN RPM 3 stocks |
$398
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG BRP MMC SLQT 4 stocks |
$380
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Trucking | Industrials
SAIA 1 stocks |
$363
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
POST FLO BRBR NOMD GIS 5 stocks |
$319
0.02% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI CME 3 stocks |
$310
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$301
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON GFF 2 stocks |
$300
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TEVA EMBC VTRS NBIX TAK TLRY 7 stocks |
$271
0.02% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$250
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS HUM CI 4 stocks |
$249
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
PR COP EOG OXY APA MTDR EQT HPK 9 stocks |
$237
0.02% of portfolio
|
  4  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$223
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY TSCO WSM ULTA AZO GRWG 6 stocks |
$206
0.02% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$206
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
TRV PLMR CB ALL PGR 5 stocks |
$205
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS CNK NFLX 3 stocks |
$202
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS TEF VOD CMCSA VZ T 6 stocks |
$190
0.01% of portfolio
|
  4  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Shell Companies | Financial Services
DWACW 1 stocks |
$164
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP WAB 2 stocks |
$156
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NJR UGI 2 stocks |
$129
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$95
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT CARS 2 stocks |
$89
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENR AYI 2 stocks |
$88
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$84
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR EME ACM 3 stocks |
$83
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL UNM PRU BHF 4 stocks |
$83
0.01% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT 3 stocks |
$76
0.01% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG TNL ABNB SABR 4 stocks |
$75
0.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
SEE IP 2 stocks |
$74
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
GTY SPG O 3 stocks |
$51
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$50
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$42
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
CLF RS 2 stocks |
$42
0.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
WH 1 stocks |
$36
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
HCA FMS 2 stocks |
$33
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
HRB SCI 2 stocks |
$32
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
NMRK 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$27
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$26
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
EPRT BNL 2 stocks |
$21
0.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$21
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$19
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$17
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
CDE 1 stocks |
$17
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$17
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
NTAP STX DELL DDD 4 stocks |
$14
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$12
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$11
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SNA TKR 2 stocks |
$10
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
FLEX GLW 2 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
CTRE 1 stocks |
$9
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$8
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$7
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Broadcasting | Communication Services
TGNA 1 stocks |
$5
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$4
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
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$4
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO PSX 2 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PENN 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
|
REIT—Residential | Real Estate
AMH 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Publishing | Communication Services
GCI 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|