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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.76 Million 0.47% of portfolio
184,819
Q4 2024 Reduced 1.19%
$0
$5.98 Million 0.42% of portfolio
34,127
Q4 2024 Added 0.35%
$46.9B
$5.85 Million 0.41% of portfolio
44,631
Q4 2024 Reduced 2.46%
$66.1B
$5.8 Million 0.4% of portfolio
25,574
Q4 2024 Reduced 2.03%
$7.33B
$4.49 Million 0.31% of portfolio
71,986
Q4 2024 Added 3.03%
$972B
$4.44 Million 0.31% of portfolio
23,469
Q4 2024 Added 0.12%
$397B
$3.73 Million 0.26% of portfolio
22,258
Q3 2024 Reduced 0.02%
$426B
$3.47 Million 0.24% of portfolio
23,985
Q4 2024 Reduced 2.04%
$75.3B
$2.4 Million 0.17% of portfolio
26,350
Q1 2024 Reduced 2.59%
$0
$2.39 Million 0.17% of portfolio
47,600
Q4 2024 Reduced 1.04%
$203B
$2.09 Million 0.15% of portfolio
13,762
Q4 2024 Added 0.07%
$2.88T
$1.94 Million 0.14% of portfolio
4,601
Q4 2024 Added 1.05%
$52.3B
$1.81 Million 0.13% of portfolio
12,887
Q4 2024 Reduced 0.03%
$483B
$1.84 Million 0.13% of portfolio
17,079
Q2 2024 Added 0.72%
$688B
$1.67 Million 0.12% of portfolio
3,691
Q4 2024 Added 0.19%
$0
$1.67 Million 0.12% of portfolio
52,360
Q4 2024 Reduced 15.14%
$0
$1.77 Million 0.12% of portfolio
15,275
Q4 2024 Added 483.46%
$3.04B
$1.56 Million 0.11% of portfolio
51,007
Q3 2022 Reduced 2.86%
$295B
$1.57 Million 0.11% of portfolio
11,708
Q4 2024 Reduced 0.84%
$169B
$1.63 Million 0.11% of portfolio
6,237
Q4 2024 Added 0.5%
$1.99T
$1.61 Million 0.11% of portfolio
7,346
Q4 2024 Added 0.37%
$198B
$1.56 Million 0.11% of portfolio
13,474
Q4 2024 Added 0.94%
$396B
$1.44 Million 0.1% of portfolio
1,577
Q3 2024 Added 0.13%
$80.3B
$1.43 Million 0.1% of portfolio
2,250
Q4 2024 Reduced 0.04%
$0
$1.25 Million 0.09% of portfolio
2,122
Q1 2024 Reduced 15.56%
$124B
$1.31 Million 0.09% of portfolio
4,491
Q4 2024 Added 0.36%
$0
$1.32 Million 0.09% of portfolio
2,246
Q4 2024 Reduced 0.35%
$218B
$1.16 Million 0.08% of portfolio
5,299
Q1 2024 Added 3.19%
$0
$1.11 Million 0.08% of portfolio
25,170
Q4 2024 Added 646.88%
$0
$1.02 Million 0.07% of portfolio
2,550
Q4 2024 Added 9.25%
$1.97B
$947,000 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$0
$970,000 0.07% of portfolio
8,818
Q3 2024 Added 6.04%
$25.7B
$867,000 0.06% of portfolio
8,250
Q2 2022 Reduced 0.96%
$0
$910,000 0.06% of portfolio
7,081
Q1 2024 Reduced 29.49%
$70.1B
$876,000 0.06% of portfolio
4,546
Q4 2024 Added 1.02%
$63.3B
$796,000 0.06% of portfolio
16,648
Q4 2024 Reduced 1.77%
$226B
$931,000 0.06% of portfolio
3,214
Q4 2024 Added 0.31%
$178B
$930,000 0.06% of portfolio
2,565
Q4 2024 Reduced 23.2%
$746B
$690,000 0.05% of portfolio
1,710
Q4 2023 Reduced 1.04%
$140B
$689,000 0.05% of portfolio
9,616
Q2 2024 Reduced 1.91%
$2.74B
$774,000 0.05% of portfolio
12,639
Q4 2024 Reduced 10.42%
$144B
$749,000 0.05% of portfolio
1,768
Q1 2024 Added 1.73%
$128B
$663,000 0.05% of portfolio
11,728
Q4 2024 Reduced 12.0%
$177B
$740,000 0.05% of portfolio
4,823
Q1 2024 Added 1.03%
$323B
$712,000 0.05% of portfolio
4,919
Q4 2024 Added 0.33%
$0
$744,000 0.05% of portfolio
12,450
Q4 2024 Reduced 3.3%
$301B
$738,000 0.05% of portfolio
11,866
Q4 2024 Reduced 0.13%
$0
$694,000 0.05% of portfolio
13,777
Q4 2024 Reduced 3.5%
$0
$511,000 0.04% of portfolio
10,460
Q3 2024 Reduced 20.52%

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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