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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 |
|
URI |
United Rentals Inc |
1 |
- |
$720.15 |
$45,007,000 |
78,490 |
3.64% |
9,593,000 |
-1,170 |
0.108 |
Rental & Leasing Serv... |
|
DHI |
DR Horton Inc |
2 |
- |
$162.05 |
$40,258,000 |
264,889 |
3.25% |
11,370,000 |
-3,908 |
0.073 |
Residential Construct... |
|
REGN |
Regeneron Pharmaceuticals Inc |
3 |
- |
$966.30 |
$39,061,000 |
44,474 |
3.16% |
1,760,000 |
-851 |
0.042 |
Biotechnology |
|
JAAA |
Janus Henderson Aaa Clo Etf |
4 |
- |
$0.00 |
$35,998,000 |
715,660 |
2.91% |
682,000 |
13,979 |
0.795 |
N/A |
|
AMP |
Ameriprise Financial Inc |
5 |
- |
$435.98 |
$35,635,000 |
93,818 |
2.88% |
4,230,000 |
-1,442 |
0.08 |
Asset Management |
|
CDW |
Cdw Corp |
6 |
- |
$257.87 |
$35,537,000 |
156,332 |
2.87% |
3,837,000 |
-787 |
0.109 |
Catalog & Mail Order ... |
|
SHY |
Ishares Barclays 1-3 Treasu... |
7 |
- |
$81.83 |
$35,423,000 |
431,776 |
2.86% |
1,148,000 |
8,474 |
0.048 |
Closed - End Fund - E... |
|
GOOG |
Alphabet Inc |
8 |
- |
$151.94 |
$34,162,000 |
242,403 |
2.76% |
2,342,000 |
1,068 |
0.004 |
Search Engines & Info... |
|
AVDE |
Avantis International Equit... |
9 |
- |
$63.83 |
$32,511,000 |
537,988 |
2.63% |
3,265,000 |
12,460 |
0.598 |
N/A |
|
LMT |
Lockheed Martin Corp |
10 |
- |
$456.78 |
$30,833,000 |
68,027 |
2.49% |
2,604,000 |
-1,000 |
0.024 |
Aerospace/Defense - M... |
|
FITB |
Fifth Third Bancorp |
11 |
- |
$36.74 |
$30,668,000 |
889,171 |
2.48% |
7,636,000 |
-20,092 |
0.125 |
Domestic Regional Banks |
|
ABBV |
Abbvie Inc. |
12 |
- |
$180.35 |
$29,337,000 |
189,307 |
2.37% |
1,052,000 |
-449 |
0.011 |
Drug Manufacturers - ... |
|
ON |
On Semiconductor Corp |
13 |
- |
$75.61 |
$28,782,000 |
344,566 |
2.33% |
-3,350,000 |
-1,123 |
0.076 |
Semiconductor- Broad... |
|
TMO |
Thermo Fisher Scientific |
14 |
- |
$579.37 |
$28,556,000 |
53,799 |
2.31% |
1,343,000 |
36 |
0.014 |
Medical Laboratories ... |
|
AVEM |
Avantis Emerging Markets Eq... |
15 |
- |
$0.00 |
$27,660,000 |
490,513 |
2.23% |
2,135,000 |
6,995 |
0.442 |
N/A |
|
GILD |
Gilead Sciences Inc |
16 |
- |
$73.01 |
$27,415,000 |
338,419 |
2.22% |
2,089,000 |
475 |
0.027 |
Biotechnology |
|
MA |
MasterCard Inc A |
17 |
- |
$477.95 |
$27,326,000 |
64,070 |
2.21% |
1,729,000 |
-583 |
0.006 |
Business Services |
|
GBIL |
Goldman Sachs Treasuryacces... |
18 |
- |
$100.13 |
$25,876,000 |
259,435 |
2.09% |
-325,000 |
-2,290 |
0.288 |
N/A |
|
CSCO |
Cisco Systems Inc |
19 |
- |
$49.77 |
$25,736,000 |
509,423 |
2.08% |
-1,677,000 |
-487 |
0.012 |
Networking & Communic... |
|
AAPL |
Apple Inc |
20 |
- |
$173.31 |
$24,641,000 |
127,987 |
1.99% |
2,875,000 |
855 |
0.001 |
Personal Computers |
|
HOLX |
Hologic Inc |
21 |
- |
$77.35 |
$24,387,000 |
341,320 |
1.97% |
551,000 |
-2,135 |
0.132 |
Medical Appliances & ... |
|
SNE |
Sony Corporation (ADR) |
22 |
- |
$86.54 |
$24,276,000 |
256,375 |
1.96% |
3,139,000 |
-112 |
0.02 |
Electronic Equipment |
|
CSJ |
iShares Barclays 1-3 Year C... |
23 |
- |
$51.33 |
$23,078,000 |
450,085 |
1.86% |
1,090,000 |
8,825 |
0.054 |
Closed - End Fund - E... |
|
PYPL |
Paypal Holdings, Inc. |
24 |
- |
$66.57 |
$21,679,000 |
353,028 |
1.75% |
676,000 |
-6,244 |
0.03 |
N/A |
|
VRTX |
Vertex Pharmaceuticals Inc |
25 |
- |
$417.32 |
$21,362,000 |
52,500 |
1.73% |
3,168,000 |
180 |
0.02 |
Drug Manufacturers - ... |
|
PLTR |
Palantir Technologies Inc |
26 |
- |
$24.51 |
$20,808,000 |
1,211,899 |
1.68% |
1,390,000 |
-1,732 |
0.082 |
N/A |
|
VCSH |
Vanguard Scottsdale Funds |
27 |
- |
$77.42 |
$18,933,000 |
244,710 |
1.53% |
575,000 |
425 |
0.059 |
N/A |
|
AVIV |
Avantis International Large... |
28 |
- |
$0.00 |
$18,592,000 |
361,153 |
1.5% |
1,648,000 |
9,195 |
4.012 |
N/A |
|
GNRC |
Generac Holdings Inc. |
29 |
- |
$124.59 |
$18,490,000 |
143,067 |
1.49% |
2,982,000 |
735 |
0.228 |
Electronic Equipment |
|
LDOS |
Leidos Holdings, Inc. |
30 |
- |
$130.54 |
$17,917,000 |
165,530 |
1.45% |
2,814,000 |
1,650 |
0.116 |
Technical Services |
|
DKNG |
Draftkings Inc Class A |
31 |
- |
$0.00 |
$16,816,000 |
477,060 |
1.36% |
16,804,000 |
476,660 |
0.109 |
N/A |
|
FV |
First Trust Dorsey Wright F... |
32 |
- |
$57.21 |
$16,314,000 |
316,478 |
1.32% |
2,452,000 |
3,562 |
0.532 |
N/A |
|
GHYB |
Goldman Sachs Access High Y... |
33 |
- |
$0.00 |
$16,288,000 |
369,425 |
1.32% |
824,000 |
2,079 |
3.889 |
N/A |
|
TPYP |
Tortoise North American Pip... |
34 |
- |
$0.00 |
$15,755,000 |
607,373 |
1.27% |
938,000 |
1,350 |
3.068 |
N/A |
|
APTV |
Aptiv PLC |
35 |
- |
$78.64 |
$14,817,000 |
165,144 |
1.2% |
-1,349,000 |
1,173 |
0.061 |
Auto Parts |
|
LOW |
Lowes Companies Inc |
36 |
- |
$253.33 |
$14,668,000 |
65,907 |
1.19% |
1,026,000 |
271 |
0.009 |
Home Improvement Stores |
|
JBBB |
Janus Henderson B-bbb Clo Etf |
37 |
- |
$0.00 |
$14,557,000 |
303,582 |
1.18% |
267,000 |
2,736 |
15.894 |
N/A |
|
WMT |
Wal-Mart Stores Inc |
38 |
- |
$60.72 |
$14,483,000 |
91,869 |
1.17% |
-166,000 |
272 |
0.003 |
Discount, Variety Stores |
|
UTHR |
United Therapeutics Corp |
39 |
- |
$243.27 |
$13,165,000 |
59,872 |
1.06% |
-290,000 |
303 |
0.127 |
Drug Manufacturers - ... |
|
GSIE |
Goldman Sachs Activebeta In... |
40 |
- |
$34.37 |
$12,842,000 |
393,197 |
1.04% |
564,000 |
-15,653 |
0.404 |
N/A |
|
IMTM |
Ishares Edge Msci Intl Mome... |
41 |
- |
$25.80 |
$11,861,000 |
345,895 |
0.96% |
649,000 |
-10,268 |
0.193 |
N/A |
|
GRMN |
Garmin Ltd |
42 |
- |
$147.98 |
$11,821,000 |
91,965 |
0.96% |
2,201,000 |
522 |
0.048 |
Scientific & Technica... |
|
SHYG |
Ishares 0 5 Year High Yield... |
43 |
- |
$42.63 |
$11,603,000 |
274,830 |
0.94% |
200,000 |
-3,090 |
0.024 |
N/A |
|
LHX |
L3harris Technologies Inc |
44 |
- |
$212.50 |
$11,383,000 |
54,043 |
0.92% |
1,945,000 |
-160 |
0.025 |
Communication Equipment |
|
AVDV |
Avantis International Small... |
45 |
- |
$0.00 |
$10,855,000 |
173,700 |
0.88% |
1,106,000 |
5,170 |
0.11 |
N/A |
|
BIIB |
Biogen Idec Inc |
46 |
- |
$216.34 |
$10,764,000 |
41,596 |
0.87% |
63,000 |
-40 |
0.027 |
Biotechnology |
|
JKHY |
Jack Henry & Associates |
47 |
- |
$172.26 |
$6,676,000 |
40,856 |
0.54% |
501,000 |
0 |
0.054 |
Business Software & S... |
|
BDX |
Becton Dickinson & Co |
48 |
- |
$246.53 |
$6,574,000 |
26,960 |
0.53% |
-415,000 |
-75 |
0.009 |
Medical Instruments &... |
|
HD |
Home Depot Inc |
49 |
- |
$385.89 |
$6,397,000 |
18,458 |
0.52% |
843,000 |
78 |
0.002 |
Home Improvement Stores |
|
KMB |
Kimberly Clark Corp |
50 |
- |
$127.27 |
$5,556,000 |
45,727 |
0.45% |
-31,000 |
-500 |
0.013 |
Paper & Paper Products |
|
JNJ |
Johnson & Johnson |
51 |
- |
$157.96 |
$3,888,000 |
24,808 |
0.31% |
24,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
CBSH |
Commerce Bancshares Inc |
52 |
- |
$53.33 |
$3,880,000 |
72,641 |
0.31% |
442,000 |
991 |
0.065 |
Domestic Regional Banks |
|
PG |
Procter & Gamble Co |
53 |
- |
$162.61 |
$3,417,000 |
23,315 |
0.28% |
-6,000 |
-150 |
0.001 |
Cleaning Products |
|
GOOGL |
Alphabet Inc |
54 |
- |
$150.87 |
$3,250,000 |
23,263 |
0.26% |
245,000 |
303 |
0 |
Search Engines & Info... |
|
GSST |
Goldman Sachs Access Ultra ... |
55 |
- |
$0.00 |
$2,546,000 |
50,900 |
0.21% |
-98,000 |
-2,050 |
0.079 |
N/A |
|
GEM |
Goldman Sachs Activebeta Em... |
56 |
- |
$31.26 |
$2,427,000 |
79,093 |
0.2% |
26,000 |
-4,673 |
0.162 |
N/A |
|
PEP |
Pepsico Inc |
57 |
- |
$173.57 |
$2,297,000 |
13,527 |
0.19% |
82,000 |
457 |
0.001 |
Beverage Soft Drinks... |
|
CL |
Colgate Palmolive Co |
58 |
- |
$89.95 |
$2,156,000 |
27,050 |
0.17% |
232,000 |
0 |
0.003 |
Personal Products |
|
MSFT |
Microsoft Corp |
59 |
- |
$421.43 |
$1,838,000 |
4,888 |
0.15% |
216,000 |
-250 |
0 |
Application Software |
|
XOM |
Exxon Mobil Corp |
60 |
- |
$114.97 |
$1,790,000 |
17,905 |
0.14% |
-327,000 |
-100 |
0 |
Integrated Oil & Gas |
|
AMGN |
Amgen Inc |
61 |
- |
$286.30 |
$1,775,000 |
6,163 |
0.14% |
109,000 |
-35 |
0.001 |
Biotechnology |
|
SPY |
Standard & Poors Depository... |
62 |
- |
$523.17 |
$1,677,000 |
3,529 |
0.14% |
202,000 |
79 |
0 |
Closed - End Fund - E... |
|
PAYX |
Paychex Inc |
63 |
- |
$121.53 |
$1,535,000 |
12,887 |
0.12% |
49,000 |
0 |
0.004 |
Staffing & Outsourcin... |
|
VSLU |
Applied Finance Valuation L... |
64 |
- |
$0.00 |
$1,412,000 |
47,485 |
0.11% |
305,000 |
6,205 |
0.053 |
N/A |
|
BRK.B |
Berkshire Hathaway B |
65 |
- |
$416.93 |
$1,335,000 |
3,742 |
0.11% |
-41,000 |
-185 |
0 |
Property & Casualty I... |
|
GSY |
Invesco Ultra Short Duratio... |
66 |
- |
$49.89 |
$1,324,000 |
26,550 |
0.11% |
4,000 |
0 |
0.045 |
N/A |
|
JPM |
JP Morgan Chase & Co |
67 |
- |
$199.52 |
$1,232,000 |
7,245 |
0.1% |
152,000 |
-200 |
0 |
Domestic Money Center... |
|
IVV |
iShares Core S&P 500 Etf |
68 |
- |
$525.72 |
$1,200,000 |
2,513 |
0.1% |
231,000 |
257 |
0 |
Closed - End Fund - E... |
|
HIW |
Highwoods Properties Inc |
69 |
- |
$25.93 |
$1,171,000 |
51,007 |
0.09% |
120,000 |
0 |
0.046 |
REIT - Diversified |
|
HTH |
Hilltop Holdings Inc |
70 |
- |
$31.07 |
$1,165,000 |
33,100 |
0.09% |
226,000 |
0 |
0.037 |
REIT - Housing/Apartm... |
|
RTX |
RTX Corp |
71 |
- |
$97.45 |
$1,135,000 |
13,485 |
0.09% |
148,000 |
-233 |
0.001 |
Conglomerates |
|
AMZN |
Amazon.com Inc |
72 |
- |
$179.83 |
$1,126,000 |
7,409 |
0.09% |
79,000 |
-831 |
0 |
Internet Software & S... |
|
COST |
Costco Wholesale Corp |
73 |
- |
$732.08 |
$1,125,000 |
1,704 |
0.09% |
163,000 |
2 |
0 |
Discount, Variety Stores |
|
FTSM |
First Trust Enhanced Short ... |
74 |
- |
$59.87 |
$1,114,000 |
18,675 |
0.09% |
4,000 |
0 |
0.002 |
N/A |
|
ADP |
Automatic Data Processing Inc |
75 |
- |
$248.33 |
$1,077,000 |
4,625 |
0.09% |
-36,000 |
0 |
0.001 |
Business Software & S... |
|
ITOT |
iShares Core S&P Total US |
76 |
- |
$115.27 |
$1,057,000 |
10,042 |
0.09% |
91,000 |
-209 |
0.003 |
Closed - End Fund - E... |
|
PH |
Parker Hannifin Corp |
77 |
- |
$558.05 |
$1,037,000 |
2,250 |
0.08% |
161,000 |
0 |
0.002 |
Industrial Equipment ... |
|
VNLA |
Janus Short Duration Income... |
78 |
- |
$48.49 |
$1,034,000 |
21,395 |
0.08% |
-7,000 |
-297 |
0.039 |
N/A |
|
CAT |
Caterpillar Inc |
79 |
- |
$364.65 |
$993,000 |
3,358 |
0.08% |
131,000 |
200 |
0.001 |
Farm & Construction M... |
|
MCD |
McDonalds Corp |
80 |
- |
$282.02 |
$931,000 |
3,140 |
0.08% |
71,000 |
-125 |
0 |
Restaurants |
|
SHV |
iShares Barclays Short Trea... |
81 |
- |
$110.53 |
$916,000 |
8,316 |
0.07% |
-3,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
IWF |
iShares Russell 1000 Growth |
82 |
- |
$337.92 |
$876,000 |
2,888 |
0.07% |
108,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
IBM |
International Business Mach... |
83 |
- |
$190.80 |
$840,000 |
5,135 |
0.07% |
153,000 |
235 |
0.001 |
Diversified Computer ... |
|
ICSH |
Ishares Ultra Short Term Bo... |
84 |
- |
$0.00 |
$777,000 |
15,427 |
0.06% |
-101,000 |
-2,000 |
0.002 |
N/A |
|
CVX |
Chevron Corp |
85 |
- |
$156.35 |
$770,000 |
5,165 |
0.06% |
-17,000 |
500 |
0 |
Integrated Oil & Gas |
|
USB |
US Bancorp Delaware |
86 |
- |
$44.00 |
$768,000 |
17,748 |
0.06% |
173,000 |
-250 |
0.001 |
Domestic Regional Banks |
|
KO |
Coca-Cola Co |
87 |
- |
$61.03 |
$709,000 |
12,032 |
0.06% |
26,000 |
-175 |
0 |
Beverage Soft Drinks... |
|
PNC |
PNC Financial Services Grou... |
88 |
- |
$159.97 |
$707,000 |
4,563 |
0.06% |
-14,623,000 |
-120,304 |
0.001 |
Domestic Money Center... |
|
DE |
Deere & Co |
89 |
- |
$409.14 |
$695,000 |
1,738 |
0.06% |
39,000 |
0 |
0.001 |
Farm & Construction M... |
|
NXPI |
NXP Semiconductors NV |
90 |
- |
$245.44 |
$691,000 |
3,008 |
0.06% |
91,000 |
8 |
0.001 |
Semiconductor- Broad... |
|
QCOM |
QUALCOMM Inc |
91 |
- |
$169.13 |
$690,000 |
4,774 |
0.06% |
160,000 |
0 |
0 |
Communication Equipment |
|
JSI |
Janus Henderson Securitized... |
|
New |
$0.00 |
$686,000 |
13,360 |
0.06% |
686,000 |
13,360 |
0.148 |
N/A |
|
BMY |
Bristol-Myers Squibb Co |
92 |
- |
$53.25 |
$677,000 |
13,202 |
0.05% |
-89,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
SAIA |
Saia Inc |
93 |
- |
$580.46 |
$657,000 |
1,500 |
0.05% |
59,000 |
0 |
0.005 |
Trucking |
|
NEE |
NextEra Energy |
94 |
- |
$63.79 |
$634,000 |
10,443 |
0.05% |
23,000 |
-229 |
0.001 |
Electric Utilities |
|
JMBS |
Janus Henderson Mortgagebac... |
95 |
- |
$45.27 |
$623,000 |
13,553 |
0.05% |
-56,000 |
-2,096 |
0.012 |
N/A |
|
NVDA |
NVIDIA Corporation |
96 |
- |
$902.50 |
$597,000 |
1,205 |
0.05% |
133,000 |
137 |
0 |
Semiconductor - Speci... |
|
PFE |
Pfizer Inc |
97 |
- |
$27.78 |
$590,000 |
20,499 |
0.05% |
-103,000 |
-400 |
0 |
Drug Manufacturers - ... |
|
IRM |
Iron Mountain Inc |
98 |
- |
$80.14 |
$577,000 |
8,250 |
0.05% |
87,000 |
0 |
0.003 |
Business Services |
|
INTC |
Intel Corp |
99 |
- |
$43.77 |
$551,000 |
10,973 |
0.04% |
165,000 |
123 |
0 |
Semiconductor- Broad... |
|