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| Name: |
ATWOOD & PALMER INC |
| City: |
KANSAS CITY |
| State: |
MO |
| Zip: |
64112 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PLTR |
Palantir Technologies Inc |
1 |
- |
$134.36 |
$61,977,000 |
734,324 |
4.3% |
-26,203,000 |
-431,614 |
0.05 |
N/A |
|
|
AVDE |
Avantis International Equit... |
2 |
- |
$74.21 |
$47,093,000 |
710,627 |
3.27% |
4,721,000 |
20,186 |
0.79 |
N/A |
|
|
JAAA |
Janus Henderson Aaa Clo Etf |
3 |
- |
$0.00 |
$46,907,000 |
925,008 |
3.25% |
2,054,000 |
40,502 |
0.103 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
4 |
- |
$82.41 |
$46,406,000 |
560,933 |
3.22% |
2,003,000 |
19,302 |
0.062 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
5 |
- |
$189.28 |
$40,091,000 |
191,348 |
2.78% |
5,279,000 |
-4,555 |
0.011 |
Drug Manufacturers - ... |
|
|
GILD |
Gilead Sciences Inc |
6 |
- |
$111.75 |
$38,665,000 |
345,067 |
2.68% |
6,404,000 |
-4,189 |
0.028 |
Biotechnology |
|
|
GOOG |
Alphabet Inc |
7 |
- |
$180.55 |
$38,318,000 |
245,265 |
2.66% |
-8,554,000 |
-859 |
0.004 |
Search Engines & Info... |
|
|
AVEM |
Avantis Emerging Markets Eq... |
8 |
- |
$0.00 |
$37,488,000 |
623,034 |
2.6% |
1,971,000 |
18,895 |
0.561 |
N/A |
|
|
AMP |
Ameriprise Financial Inc |
9 |
- |
$543.30 |
$37,315,000 |
77,079 |
2.59% |
-4,929,000 |
-2,263 |
0.065 |
Asset Management |
|
|
URI |
United Rentals Inc |
10 |
- |
$792.50 |
$35,786,000 |
57,102 |
2.48% |
-4,816,000 |
-535 |
0.079 |
Rental & Leasing Serv... |
|
|
LDOS |
Leidos Holdings, Inc. |
11 |
- |
$164.56 |
$35,312,000 |
261,686 |
2.45% |
-1,673,000 |
4,952 |
0.184 |
Technical Services |
|
|
MA |
MasterCard Inc A |
12 |
- |
$569.24 |
$33,391,000 |
60,919 |
2.32% |
-268,000 |
-3,002 |
0.006 |
Business Services |
|
|
MELI |
Mercadolibre Inc |
13 |
- |
$2,514.05 |
$33,180,000 |
17,008 |
2.3% |
17,363,000 |
7,706 |
0.034 |
Business Services |
|
|
FITB |
Fifth Third Bancorp |
14 |
- |
$43.40 |
$32,956,000 |
840,702 |
2.29% |
-4,153,000 |
-36,992 |
0.118 |
Domestic Regional Banks |
|
|
CSCO |
Cisco Systems Inc |
15 |
- |
$69.37 |
$32,164,000 |
521,206 |
2.23% |
1,205,000 |
-1,743 |
0.012 |
Networking & Communic... |
|
|
LMT |
Lockheed Martin Corp |
16 |
- |
$462.52 |
$30,366,000 |
67,977 |
2.11% |
-2,702,000 |
-73 |
0.024 |
Aerospace/Defense - M... |
|
|
DHI |
DR Horton Inc |
17 |
- |
$131.90 |
$29,158,000 |
229,353 |
2.02% |
-3,198,000 |
-2,057 |
0.063 |
Residential Construct... |
|
|
AAPL |
Apple Inc |
18 |
- |
$213.55 |
$28,334,000 |
127,555 |
1.97% |
-3,850,000 |
-964 |
0.001 |
Personal Computers |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
19 |
- |
$52.48 |
$27,520,000 |
525,487 |
1.91% |
1,006,000 |
12,649 |
0.063 |
Closed - End Fund - E... |
|
|
TMO |
Thermo Fisher Scientific |
20 |
- |
$429.33 |
$26,765,000 |
53,788 |
1.86% |
-1,679,000 |
-888 |
0.014 |
Medical Laboratories ... |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
21 |
- |
$459.62 |
$26,657,000 |
54,984 |
1.85% |
4,351,000 |
-406 |
0.021 |
Drug Manufacturers - ... |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
22 |
- |
$547.36 |
$26,621,000 |
41,974 |
1.85% |
-4,495,000 |
-1,709 |
0.04 |
Biotechnology |
|
|
AVIV |
Avantis International Large... |
23 |
- |
$0.00 |
$25,857,000 |
456,194 |
1.79% |
2,769,000 |
11,347 |
5.068 |
N/A |
|
|
CDW |
Cdw Corp |
24 |
- |
$182.13 |
$25,047,000 |
156,292 |
1.74% |
-2,330,000 |
-1,011 |
0.109 |
Catalog & Mail Order ... |
|
|
IBTJ |
Ishares Ibonds Dec 2029 Ter... |
|
- |
$0.00 |
$24,785,000 |
1,138,479 |
1.72% |
1,549,000 |
48,927 |
12.65 |
N/A |
|
|
GBIL |
Goldman Sachs Treasuryacces... |
25 |
- |
$99.87 |
$24,547,000 |
245,025 |
1.7% |
-1,557,000 |
-16,225 |
0.272 |
N/A |
|
|
TPYP |
Tortoise North American Pip... |
26 |
- |
$0.00 |
$23,895,000 |
656,996 |
1.66% |
1,487,000 |
-316 |
3.318 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
27 |
- |
$60.24 |
$23,602,000 |
268,851 |
1.64% |
-1,637,000 |
-10,491 |
0.01 |
Discount, Variety Stores |
|
|
JSI |
Janus Henderson Securitized... |
28 |
- |
$0.00 |
$23,517,000 |
449,236 |
1.63% |
4,874,000 |
89,397 |
4.992 |
N/A |
|
|
HOLX |
Hologic Inc |
29 |
- |
$64.78 |
$21,826,000 |
353,345 |
1.51% |
-3,963,000 |
-4,390 |
0.136 |
Medical Appliances & ... |
|
|
GRMN |
Garmin Ltd |
30 |
- |
$214.77 |
$20,173,000 |
92,906 |
1.4% |
519,000 |
-2,383 |
0.049 |
Scientific & Technica... |
|
|
UTHR |
United Therapeutics Corp |
31 |
- |
$294.49 |
$19,636,000 |
63,696 |
1.36% |
-3,149,000 |
-879 |
0.135 |
Drug Manufacturers - ... |
|
|
GNRC |
Generac Holdings Inc. |
32 |
- |
$152.37 |
$18,741,000 |
147,971 |
1.3% |
-4,293,000 |
-586 |
0.235 |
Electronic Equipment |
|
|
DKNG |
Draftkings Inc Class A |
33 |
- |
$0.00 |
$17,497,000 |
526,862 |
1.21% |
-2,005,000 |
2,603 |
0.12 |
N/A |
|
|
AVDV |
Avantis International Small... |
34 |
- |
$0.00 |
$17,020,000 |
244,052 |
1.18% |
1,222,000 |
1,299 |
0.155 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
35 |
- |
$79.10 |
$16,920,000 |
214,337 |
1.17% |
-706,000 |
-11,606 |
0.051 |
N/A |
|
|
GHYB |
Goldman Sachs Access High Y... |
36 |
- |
$0.00 |
$16,799,000 |
377,149 |
1.17% |
27,000 |
-165 |
3.97 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
37 |
- |
$76.59 |
$16,419,000 |
251,626 |
1.14% |
-5,097,000 |
-468 |
0.022 |
N/A |
|
|
LOW |
Lowes Companies Inc |
38 |
- |
$228.31 |
$16,246,000 |
69,657 |
1.13% |
-1,142,000 |
-797 |
0.009 |
Home Improvement Stores |
|
|
LMBS |
First Trust Low Duration Mo... |
39 |
- |
$0.00 |
$15,247,000 |
310,145 |
1.06% |
2,114,000 |
40,299 |
0.25 |
N/A |
|
|
JBBB |
Janus Henderson B-bbb Clo Etf |
40 |
- |
$0.00 |
$14,281,000 |
293,434 |
0.99% |
-773,000 |
-12,795 |
1.536 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
41 |
- |
$255.73 |
$13,122,000 |
62,692 |
0.91% |
161,000 |
1,055 |
0.029 |
Communication Equipment |
|
|
UBER |
Uber Technologies, Inc |
42 |
- |
$93.63 |
$12,429,000 |
170,590 |
0.86% |
12,368,000 |
169,583 |
0.01 |
N/A |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
43 |
- |
$42.97 |
$12,162,000 |
286,023 |
0.84% |
9,000 |
800 |
0.025 |
N/A |
|
|
ON |
On Semiconductor Corp |
44 |
- |
$56.60 |
$11,762,000 |
289,056 |
0.82% |
-6,025,000 |
6,945 |
0.063 |
Semiconductor- Broad... |
|
|
GSIE |
Goldman Sachs Activebeta In... |
45 |
- |
$39.75 |
$9,951,000 |
279,142 |
0.69% |
158,000 |
-14,582 |
0.261 |
N/A |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
46 |
- |
$25.80 |
$9,743,000 |
243,931 |
0.68% |
166,000 |
-12,137 |
0.136 |
N/A |
|
|
PSQO |
Palmer Square Credit Opport... |
|
- |
$0.00 |
$8,074,000 |
398,136 |
0.56% |
4,386,000 |
215,056 |
4.424 |
N/A |
|
|
JKHY |
Jack Henry & Associates |
47 |
- |
$181.32 |
$7,460,000 |
40,856 |
0.52% |
298,000 |
0 |
0.054 |
Business Software & S... |
|
|
VSLU |
Applied Finance Valuation L... |
48 |
- |
$0.00 |
$7,301,000 |
208,457 |
0.51% |
538,000 |
23,638 |
0.232 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
49 |
- |
$185.18 |
$7,252,000 |
41,861 |
0.5% |
1,272,000 |
7,734 |
0.014 |
Closed - End Fund - E... |
|
|
HD |
Home Depot Inc |
50 |
- |
$371.68 |
$6,658,000 |
18,166 |
0.46% |
-392,000 |
42 |
0.002 |
Home Improvement Stores |
|
|
KMB |
Kimberly Clark Corp |
51 |
- |
$132.12 |
$6,134,000 |
43,131 |
0.43% |
286,000 |
-1,500 |
0.013 |
Paper & Paper Products |
|
|
BDX |
Becton Dickinson & Co |
52 |
- |
$176.16 |
$5,737,000 |
25,045 |
0.4% |
-65,000 |
-529 |
0.009 |
Medical Instruments &... |
|
|
FV |
First Trust Dorsey Wright F... |
53 |
- |
$59.93 |
$5,214,000 |
95,049 |
0.36% |
-2,691,000 |
-38,794 |
0.16 |
N/A |
|
|
CBSH |
Commerce Bancshares Inc |
54 |
- |
$64.56 |
$4,434,000 |
71,256 |
0.31% |
-51,000 |
-730 |
0.064 |
Domestic Regional Banks |
|
|
JNJ |
Johnson & Johnson |
55 |
- |
$156.01 |
$3,998,000 |
24,109 |
0.28% |
529,000 |
124 |
0.001 |
Drug Manufacturers - ... |
|
|
GOOGL |
Alphabet Inc |
56 |
- |
$179.53 |
$3,869,000 |
25,019 |
0.27% |
-574,000 |
1,550 |
0 |
Search Engines & Info... |
|
|
PG |
Procter & Gamble Co |
57 |
- |
$160.83 |
$3,828,000 |
22,463 |
0.27% |
96,000 |
205 |
0.001 |
Cleaning Products |
|
|
CL |
Colgate Palmolive Co |
58 |
- |
$92.78 |
$2,469,000 |
26,350 |
0.17% |
74,000 |
0 |
0.003 |
Personal Products |
|
|
JPM |
JP Morgan Chase & Co |
59 |
- |
$296.00 |
$2,195,000 |
8,949 |
0.15% |
469,000 |
1,748 |
0 |
Domestic Money Center... |
|
|
PEP |
Pepsico Inc |
60 |
- |
$135.38 |
$2,113,000 |
14,093 |
0.15% |
20,000 |
331 |
0.001 |
Beverage Soft Drinks... |
|
|
BRK.B |
Berkshire Hathaway B |
61 |
- |
$485.00 |
$2,089,000 |
3,923 |
0.14% |
416,000 |
232 |
0 |
Property & Casualty I... |
|
|
GSST |
Goldman Sachs Access Ultra ... |
62 |
- |
$0.00 |
$2,042,000 |
40,400 |
0.14% |
-348,000 |
-7,200 |
0.062 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
63 |
- |
$112.20 |
$2,007,000 |
16,879 |
0.14% |
170,000 |
-200 |
0 |
Integrated Oil & Gas |
|
|
PAYX |
Paychex Inc |
64 |
- |
$147.13 |
$1,988,000 |
12,887 |
0.14% |
181,000 |
0 |
0.018 |
Staffing & Outsourcin... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
65 |
- |
$118.08 |
$1,988,000 |
16,830 |
0.14% |
223,000 |
1,555 |
0 |
Closed - End Fund - E... |
|
|
AMGN |
Amgen Inc |
66 |
- |
$298.24 |
$1,931,000 |
6,197 |
0.13% |
305,000 |
-40 |
0.001 |
Biotechnology |
|
|
MSFT |
Microsoft Corp |
67 |
- |
$498.84 |
$1,863,000 |
4,964 |
0.13% |
-76,000 |
363 |
0 |
Application Software |
|
|
RTX |
RTX Corp |
68 |
- |
$101.02 |
$1,781,000 |
13,443 |
0.12% |
222,000 |
-31 |
0.001 |
Conglomerates |
|
|
AMZN |
Amazon.com Inc |
69 |
- |
$223.41 |
$1,764,000 |
9,270 |
0.12% |
152,000 |
1,924 |
0 |
Internet Software & S... |
|
|
COST |
Costco Wholesale Corp |
70 |
- |
$987.02 |
$1,659,000 |
1,754 |
0.12% |
214,000 |
177 |
0 |
Discount, Variety Stores |
|
|
GEM |
Goldman Sachs Activebeta Em... |
71 |
- |
$37.58 |
$1,595,000 |
48,067 |
0.11% |
-76,000 |
-4,293 |
0.098 |
N/A |
|
|
HIW |
Highwoods Properties Inc |
72 |
- |
$31.35 |
$1,512,000 |
51,007 |
0.1% |
-48,000 |
0 |
0.046 |
REIT - Diversified |
|
|
SPY |
Standard & Poors Depository... |
73 |
- |
$625.34 |
$1,510,000 |
2,699 |
0.1% |
194,000 |
453 |
0 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
74 |
- |
$159.34 |
$1,503,000 |
13,871 |
0.1% |
-69,000 |
2,163 |
0 |
Semiconductor - Speci... |
|
|
PH |
Parker Hannifin Corp |
75 |
- |
$719.15 |
$1,368,000 |
2,250 |
0.09% |
-63,000 |
0 |
0.002 |
Industrial Equipment ... |
|
|
ADP |
Automatic Data Processing Inc |
76 |
- |
$309.20 |
$1,367,000 |
4,475 |
0.09% |
52,000 |
-16 |
0.001 |
Business Software & S... |
|
|
JMBS |
Janus Henderson Mortgagebac... |
77 |
- |
$44.74 |
$1,086,000 |
24,030 |
0.08% |
-26,000 |
-1,140 |
0.022 |
N/A |
|
|
UMBF |
UMB Financial Corp |
78 |
- |
$82.11 |
$1,085,000 |
10,729 |
0.08% |
659,000 |
6,951 |
0.021 |
Domestic Regional Banks |
|
|
IBM |
International Business Mach... |
79 |
- |
$291.97 |
$1,032,000 |
4,149 |
0.07% |
-133,000 |
-1,150 |
0 |
Diversified Computer ... |
|
|
HTH |
Hilltop Holdings Inc |
80 |
- |
$31.91 |
$1,008,000 |
33,100 |
0.07% |
60,000 |
0 |
0.037 |
REIT - Housing/Apartm... |
|
|
MCD |
McDonalds Corp |
81 |
- |
$294.08 |
$996,000 |
3,188 |
0.07% |
64,000 |
-26 |
0 |
Restaurants |
|
|
IVV |
iShares Core S&P 500 Etf |
82 |
- |
$628.17 |
$989,000 |
1,760 |
0.07% |
-260,000 |
-362 |
0 |
Closed - End Fund - E... |
|
|
SHV |
iShares Barclays Short Trea... |
83 |
- |
$110.11 |
$919,000 |
8,316 |
0.06% |
-52,000 |
-502 |
0.005 |
Closed - End Fund - E... |
|
|
ITOT |
iShares Core S&P Total US |
84 |
- |
$136.82 |
$864,000 |
7,081 |
0.06% |
-47,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
CAT |
Caterpillar Inc |
85 |
- |
$397.86 |
$846,000 |
2,565 |
0.06% |
-84,000 |
0 |
0 |
Farm & Construction M... |
|
|
KO |
Coca-Cola Co |
86 |
- |
$71.35 |
$839,000 |
11,716 |
0.06% |
100,000 |
-150 |
0 |
Beverage Soft Drinks... |
|
|
DE |
Deere & Co |
87 |
- |
$520.97 |
$830,000 |
1,768 |
0.06% |
81,000 |
0 |
0.001 |
Farm & Construction M... |
|
|
CVX |
Chevron Corp |
88 |
- |
$148.37 |
$820,000 |
4,903 |
0.06% |
108,000 |
-16 |
0 |
Integrated Oil & Gas |
|
|
PNC |
PNC Financial Services Grou... |
89 |
- |
$196.57 |
$799,000 |
4,546 |
0.06% |
-78,000 |
0 |
0.001 |
Domestic Money Center... |
|
|
QCOM |
QUALCOMM Inc |
90 |
- |
$162.21 |
$789,000 |
5,136 |
0.05% |
48,000 |
313 |
0 |
Communication Equipment |
|
|
IWF |
iShares Russell 1000 Growth |
91 |
- |
$428.27 |
$785,000 |
2,175 |
0.05% |
-239,000 |
-375 |
0.001 |
Closed - End Fund - E... |
|
|
PM |
Philip Morris International... |
92 |
- |
$178.88 |
$752,000 |
4,736 |
0.05% |
181,000 |
-10 |
0 |
Cigarettes & Other To... |
|
|
BMY |
Bristol-Myers Squibb Co |
93 |
- |
$46.92 |
$746,000 |
12,234 |
0.05% |
83,000 |
506 |
0.001 |
Drug Manufacturers - ... |
|
|
IRM |
Iron Mountain Inc |
94 |
- |
$100.68 |
$710,000 |
8,250 |
0.05% |
-157,000 |
0 |
0.003 |
Business Services |
|
|
NEE |
NextEra Energy |
95 |
- |
$73.88 |
$682,000 |
9,616 |
0.05% |
-7,000 |
0 |
0 |
Electric Utilities |
|
|
USB |
US Bancorp Delaware |
96 |
- |
$47.93 |
$654,000 |
15,498 |
0.05% |
-142,000 |
-1,150 |
0.001 |
Domestic Regional Banks |
|
|
WM |
Waste Management Inc |
97 |
- |
$227.10 |
$649,000 |
2,805 |
0.05% |
103,000 |
98 |
0.001 |
Waste Management |
|
|
META |
Meta Platforms Inc |
98 |
- |
$719.01 |
$643,000 |
1,115 |
0.04% |
49,000 |
100 |
0 |
Internet Service Prov... |
|
