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  Name: ATWOOD & PALMER INC
  City: KANSAS CITY
  State: MO
  Zip: 64112
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,237,588,000
  Total Value Change : $96,769,000
  Securities Held Change : -23
   
All Securities Held : 402
  New Positions : 22
  Closed Positions : 45
  Increased Positions : 60
  Unchanged Positions : 235
  Decreased Positions : 85

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

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