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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 : 2024-03-31
  Total Value : $1,317,924,000
  Total Value Change : $80,336,000
  Securities Held Change : 13
   
All Securities Held : 415
  New Positions : 33
  Closed Positions : 21
  Increased Positions : 96
  Unchanged Positions : 216
  Decreased Positions : 70

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Holdings Found : 33     View All Holdings Currently Viewing:  New Positions     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
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 255 New $34.07 $27,000 840 0% 27,000 840 0    Closed - End Fund - E...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 289 New $203.38 $15,000 75 0% 15,000 75 0    Semiconductor Equipme...
   (JHMM)1 Year Chart         JHMM John Hancock Multifactor Mi... 298 New $54.70 $12,000 216 0% 12,000 216 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 302 New $138.30 $11,000 82 0% 11,000 82 0    Semiconductor - Integ...
   (RSG)1 Year Chart         RSG Republic Services Inc 309 New $191.92 $9,000 48 0% 9,000 48 0    Waste Management
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 311 New $24.75 $9,000 350 0% 9,000 350 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp 308 New $35.64 $9,000 225 0% 9,000 225 0    Domestic Regional Banks
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 322 New $0.00 $8,000 275 0% 8,000 275 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 316 New $88.24 $8,000 88 0% 8,000 88 0.005    Closed - End Fund - E...
   (MUR)1 Year Chart         MUR Murphy Oil Corp 318 New $46.44 $8,000 185 0% 8,000 185 0    Oil & Gas Refining, P...
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 328 New $232.88 $6,000 25 0% 6,000 25 0    Auto Manufacturers
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 339 New $74.56 $4,000 58 0% 4,000 58 0    Integrated Oil & Gas
   (ROP)1 Year Chart         ROP Roper Industries Inc 343 New $526.78 $4,000 8 0% 4,000 8 0    Diversified Machinery
   (WDAY)1 Year Chart         WDAY Workday, Inc. 347 New $251.04 $3,000 12 0% 3,000 12 0    Application Software
   (FDX)1 Year Chart         FDX Fedex Corp 356 New $265.84 $3,000 10 0% 3,000 10 0    AirDelivery & Freight...
   (ACM)1 Year Chart         ACM Aecom Technology Corp 354 New $94.05 $3,000 28 0% 3,000 28 0    Technical Services
   (RL)1 Year Chart         RL Ralph Lauren Corporation 357 New $166.48 $3,000 14 0% 3,000 14 0    Textile - Apparel Clo...
   (EOG)1 Year Chart         EOG EOG Resources Inc 351 New $135.70 $3,000 22 0% 3,000 22 0    Independent Oil & Gas
   (HLI)1 Year Chart         HLI Houlihan Lokey, Inc. 364 New $126.70 $2,000 15 0% 2,000 15 0    N/A
   (BAH)1 Year Chart         BAH Booz Allen Hamilton Holding... 369 New $145.13 $2,000 11 0% 2,000 11 0    Management Services
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 363 New $80.52 $2,000 25 0% 2,000 25 0    Closed - End Fund - E...
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 368 New $240.88 $2,000 7 0% 2,000 7 0    Drugs Wholesale
   (MOH)1 Year Chart         MOH Molina Healthcare Inc 373 New $342.23 $2,000 4 0% 2,000 4 0    Health Care Plans
   (RDDT)1 Year Chart         RDDT Reddit, Inc. New $45.43 $2,000 35 0% 2,000 35 0    N/A
   (AME)1 Year Chart         AME Ametek Inc 371 New $177.51 $2,000 10 0% 2,000 10 0    Industrial Electrical...
   (HES)1 Year Chart         HES Hess Corporation 386 New $162.53 $1,000 7 0% 1,000 7 0    Oil & Gas Refining, P...
   (SCI)1 Year Chart         SCI Service Corp International 382 New $71.74 $1,000 18 0% 1,000 18 0    Personal Services
   (TDG)1 Year Chart         TDG Transdigm Group Inc 394 New $1,259.15 $1,000 1 0% 1,000 1 0    Aerospace/Defense Pro...
   (TKR)1 Year Chart         TKR Timken Co 379 New $84.98 $1,000 12 0% 1,000 12 0.002    Machine Tools & Acces...
   (DRI)1 Year Chart         DRI Darden Restaurants Inc 395 New $156.10 $1,000 8 0% 1,000 8 0    Restaurants
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 389 New $207.76 $1,000 7 0% 1,000 7 0    Independent Oil & Gas
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 391 New $75.55 $1,000 10 0% 1,000 10 0    N/A
   (TRIB)1 Year Chart         TRIB Trinity Biotech Plc (ADR) New $0.45 $0 20 0% 0 20 0    Diagnostic Substances

      33 Records Found
  1    
Page 1 of 1
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