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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 |
|
JAAA |
Janus Henderson Aaa Clo Etf |
3 |
- |
$0.00 |
$40,167,000 |
791,624 |
3.05% |
4,169,000 |
75,964 |
0.88 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
5 |
- |
$81.21 |
$39,432,000 |
482,174 |
2.99% |
4,009,000 |
50,398 |
0.054 |
Closed - End Fund - E... |
|
|
AVDE |
Avantis International Equit... |
6 |
- |
$62.48 |
$37,855,000 |
593,902 |
2.87% |
5,344,000 |
55,914 |
0.66 |
N/A |
|
|
GOOG |
Alphabet Inc |
8 |
- |
$173.69 |
$37,013,000 |
243,092 |
2.81% |
2,851,000 |
689 |
0.004 |
Search Engines & Info... |
|
|
ABBV |
Abbvie Inc. |
10 |
- |
$159.62 |
$34,677,000 |
190,431 |
2.63% |
5,340,000 |
1,124 |
0.011 |
Drug Manufacturers - ... |
|
|
LDOS |
Leidos Holdings, Inc. |
11 |
- |
$130.36 |
$33,540,000 |
255,855 |
2.54% |
15,623,000 |
90,325 |
0.18 |
Technical Services |
|
|
AVEM |
Avantis Emerging Markets Eq... |
13 |
- |
$0.00 |
$31,545,000 |
544,248 |
2.39% |
3,885,000 |
53,735 |
0.49 |
N/A |
|
|
TMO |
Thermo Fisher Scientific |
14 |
- |
$573.60 |
$31,421,000 |
54,062 |
2.38% |
2,865,000 |
263 |
0.014 |
Medical Laboratories ... |
|
|
PLTR |
Palantir Technologies Inc |
17 |
- |
$22.52 |
$27,922,000 |
1,213,494 |
2.12% |
7,114,000 |
1,595 |
0.083 |
N/A |
|
|
HOLX |
Hologic Inc |
18 |
- |
$75.98 |
$27,234,000 |
349,327 |
2.07% |
2,847,000 |
8,007 |
0.135 |
Medical Appliances & ... |
|
|
GBIL |
Goldman Sachs Treasuryacces... |
19 |
- |
$100.08 |
$26,505,000 |
262,715 |
2.01% |
629,000 |
3,280 |
0.292 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
20 |
- |
$47.86 |
$25,889,000 |
518,704 |
1.96% |
153,000 |
9,281 |
0.012 |
Networking & Communic... |
|
|
GILD |
Gilead Sciences Inc |
21 |
- |
$65.42 |
$25,403,000 |
346,794 |
1.93% |
-2,012,000 |
8,375 |
0.028 |
Biotechnology |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
22 |
- |
$50.79 |
$24,593,000 |
479,590 |
1.87% |
1,515,000 |
29,505 |
0.058 |
Closed - End Fund - E... |
|
|
PYPL |
Paypal Holdings, Inc. |
23 |
- |
$65.96 |
$23,778,000 |
354,947 |
1.8% |
2,099,000 |
1,919 |
0.03 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
24 |
- |
$397.48 |
$22,628,000 |
54,133 |
1.72% |
1,266,000 |
1,633 |
0.021 |
Drug Manufacturers - ... |
|
|
DKNG |
Draftkings Inc Class A |
25 |
- |
$0.00 |
$22,228,000 |
489,485 |
1.69% |
5,412,000 |
12,425 |
0.112 |
N/A |
|
|
SNE |
Sony Corporation (ADR) |
26 |
- |
$82.33 |
$22,174,000 |
258,618 |
1.68% |
-2,102,000 |
2,243 |
0.021 |
Electronic Equipment |
|
|
AAPL |
Apple Inc |
27 |
- |
$169.30 |
$22,107,000 |
128,916 |
1.68% |
-2,534,000 |
929 |
0.001 |
Personal Computers |
|
|
AVIV |
Avantis International Large... |
28 |
- |
$0.00 |
$21,463,000 |
396,873 |
1.63% |
2,871,000 |
35,720 |
4.409 |
N/A |
|
|
GNRC |
Generac Holdings Inc. |
31 |
- |
$140.12 |
$18,474,000 |
146,454 |
1.4% |
-16,000 |
3,387 |
0.233 |
Electronic Equipment |
|
|
TPYP |
Tortoise North American Pip... |
33 |
- |
$0.00 |
$17,583,000 |
628,856 |
1.33% |
1,828,000 |
21,483 |
3.176 |
N/A |
|
|
LOW |
Lowes Companies Inc |
34 |
- |
$229.87 |
$17,039,000 |
66,890 |
1.29% |
2,371,000 |
983 |
0.009 |
Home Improvement Stores |
|
|
WMT |
Wal-Mart Stores Inc |
35 |
- |
$60.16 |
$16,990,000 |
282,369 |
1.29% |
2,507,000 |
190,500 |
0.01 |
Discount, Variety Stores |
|
|
GHYB |
Goldman Sachs Access High Y... |
36 |
- |
$0.00 |
$16,767,000 |
379,076 |
1.27% |
479,000 |
9,651 |
3.99 |
N/A |
|
|
JBBB |
Janus Henderson B-bbb Clo Etf |
37 |
- |
$0.00 |
$15,695,000 |
321,027 |
1.19% |
1,138,000 |
17,445 |
16.808 |
N/A |
|
|
UTHR |
United Therapeutics Corp |
38 |
- |
$233.85 |
$14,610,000 |
63,597 |
1.11% |
1,445,000 |
3,725 |
0.135 |
Drug Manufacturers - ... |
|
|
GRMN |
Garmin Ltd |
39 |
- |
$143.45 |
$14,207,000 |
95,432 |
1.08% |
2,386,000 |
3,467 |
0.05 |
Scientific & Technica... |
|
|
AVDV |
Avantis International Small... |
42 |
- |
$0.00 |
$13,105,000 |
198,990 |
0.99% |
2,250,000 |
25,290 |
0.127 |
N/A |
|
|
JSI |
Janus Henderson Securitized... |
43 |
- |
$0.00 |
$12,343,000 |
239,070 |
0.94% |
11,657,000 |
225,710 |
2.656 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
44 |
- |
$214.54 |
$12,090,000 |
56,736 |
0.92% |
707,000 |
2,693 |
0.026 |
Communication Equipment |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
45 |
- |
$42.07 |
$11,840,000 |
278,250 |
0.9% |
237,000 |
3,420 |
0.025 |
N/A |
|
|
LMBS |
First Trust Low Duration Mo... |
46 |
- |
$0.00 |
$8,479,000 |
175,740 |
0.64% |
8,079,000 |
167,470 |
0.141 |
N/A |
|
|
GOOGL |
Alphabet Inc |
54 |
- |
$171.95 |
$3,568,000 |
23,642 |
0.27% |
318,000 |
379 |
0 |
Search Engines & Info... |
|
|
PEP |
Pepsico Inc |
56 |
- |
$175.58 |
$2,379,000 |
13,593 |
0.18% |
82,000 |
66 |
0.001 |
Beverage Soft Drinks... |
|
|
MSFT |
Microsoft Corp |
59 |
- |
$406.32 |
$2,115,000 |
5,026 |
0.16% |
277,000 |
138 |
0 |
Application Software |
|
|
VSLU |
Applied Finance Valuation L... |
61 |
- |
$0.00 |
$1,936,000 |
59,413 |
0.15% |
524,000 |
11,928 |
0.066 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
65 |
- |
$193.49 |
$1,477,000 |
7,372 |
0.11% |
245,000 |
127 |
0 |
Domestic Money Center... |
|
|
AMZN |
Amazon.com Inc |
66 |
- |
$179.62 |
$1,362,000 |
7,550 |
0.1% |
236,000 |
141 |
0 |
Internet Software & S... |
|
|
RTX |
RTX Corp |
68 |
- |
$101.02 |
$1,321,000 |
13,548 |
0.1% |
186,000 |
63 |
0.001 |
Conglomerates |
|
|
PH |
Parker Hannifin Corp |
70 |
- |
$553.64 |
$1,252,000 |
2,252 |
0.09% |
215,000 |
2 |
0.002 |
Industrial Equipment ... |
|
|
IBM |
International Business Mach... |
76 |
- |
$167.13 |
$1,012,000 |
5,299 |
0.08% |
172,000 |
164 |
0.001 |
Diversified Computer ... |
|
|
MCD |
McDonalds Corp |
79 |
- |
$273.09 |
$903,000 |
3,203 |
0.07% |
-28,000 |
63 |
0 |
Restaurants |
|
|
QCOM |
QUALCOMM Inc |
82 |
- |
$165.66 |
$817,000 |
4,823 |
0.06% |
127,000 |
49 |
0 |
Communication Equipment |
|
|
USB |
US Bancorp Delaware |
84 |
- |
$41.12 |
$794,000 |
17,762 |
0.06% |
26,000 |
14 |
0.001 |
Domestic Regional Banks |
|
|
DE |
Deere & Co |
92 |
- |
$393.33 |
$726,000 |
1,768 |
0.06% |
31,000 |
30 |
0.001 |
Farm & Construction M... |
|
|
BMY |
Bristol-Myers Squibb Co |
93 |
- |
$44.85 |
$723,000 |
13,328 |
0.05% |
46,000 |
126 |
0.001 |
Drug Manufacturers - ... |
|
|
EMR |
Emerson Electric Co |
101 |
- |
$109.89 |
$498,000 |
4,395 |
0.04% |
74,000 |
42 |
0.001 |
Industrial Electrical... |
|
|
INTC |
Intel Corp |
102 |
- |
$31.88 |
$495,000 |
11,198 |
0.04% |
-56,000 |
225 |
0 |
Semiconductor- Broad... |
|
|
AVGO |
Broadcom Limited |
103 |
- |
$1,344.07 |
$486,000 |
367 |
0.04% |
90,000 |
12 |
0 |
Semiconductor- Broad... |
|
|
CARR |
Carrier Global Corp |
106 |
- |
$60.50 |
$454,000 |
7,807 |
0.03% |
9,000 |
57 |
0.001 |
N/A |
|
|
ORCL |
Oracle Corp |
108 |
- |
$117.21 |
$450,000 |
3,583 |
0.03% |
95,000 |
220 |
0 |
Application Software |
|
|
UNH |
Unitedhealth Group Inc |
112 |
- |
$495.35 |
$408,000 |
825 |
0.03% |
-9,000 |
32 |
0 |
Health Care Plans |
|
|
LLY |
Eli Lilly & Co |
114 |
- |
$733.51 |
$396,000 |
509 |
0.03% |
106,000 |
12 |
0 |
Drug Manufacturers - ... |
|
|
OXY |
Occidental Petroleum Corp |
126 |
- |
$67.78 |
$261,000 |
4,010 |
0.02% |
22,000 |
10 |
0 |
Independent Oil & Gas |
|
|
IJH |
iShares S&P MidCap 400 Index |
127 |
- |
$57.82 |
$258,000 |
4,240 |
0.02% |
-111,000 |
2,909 |
0.002 |
Closed - End Fund - E... |
|
|
TJX |
TJX Companies Inc |
131 |
- |
$96.36 |
$249,000 |
2,455 |
0.02% |
24,000 |
55 |
0 |
Discount, Variety Stores |
|
|
UNP |
Union Pacific Corp |
133 |
- |
$242.79 |
$227,000 |
922 |
0.02% |
3,000 |
10 |
0 |
Railroads |
|
|
LH |
Laboratory Corp of America |
135 |
- |
$198.40 |
$220,000 |
1,006 |
0.02% |
-7,000 |
6 |
0.006 |
Medical Laboratories ... |
|
|
QTEC |
First Trust NASDAQ-100-Tech... |
136 |
- |
$183.99 |
$220,000 |
1,155 |
0.02% |
137,000 |
680 |
0 |
Closed - End Fund - Debt |
|
|
TT |
Trane Technologies (Ingerso... |
138 |
- |
$304.53 |
$213,000 |
710 |
0.02% |
42,000 |
10 |
0.016 |
Diversified Machinery |
|
|
MO |
Altria Group Inc |
141 |
- |
$43.38 |
$211,000 |
4,845 |
0.02% |
17,000 |
37 |
0 |
Cigarettes & Other To... |
|
|
V |
Visa Inc |
142 |
- |
$274.52 |
$210,000 |
754 |
0.02% |
21,000 |
29 |
0.002 |
Business Services |
|
|
DWACW |
Digital World Acquisition E... |
148 |
- |
$0.00 |
$195,000 |
7,100 |
0.01% |
163,000 |
1,000 |
0.079 |
N/A |
|
|
CW |
Curtiss Wright Corp |
153 |
- |
$254.01 |
$166,000 |
648 |
0.01% |
23,000 |
8 |
0.002 |
Aerospace/Defense Pro... |
|
|
CRM |
Salesforce.com Inc |
159 |
- |
$274.29 |
$150,000 |
499 |
0.01% |
24,000 |
19 |
0 |
Internet Software & S... |
|
|
COP |
ConocoPhillips |
165 |
- |
$130.24 |
$137,000 |
1,077 |
0.01% |
17,000 |
41 |
0 |
Integrated Oil & Gas |
|
|
LIN |
Linde Plc |
173 |
- |
$443.18 |
$111,000 |
239 |
0.01% |
38,000 |
62 |
0 |
N/A |
|
|
DFS |
Discover Financial Services |
181 |
- |
$124.27 |
$100,000 |
764 |
0.01% |
16,000 |
14 |
0 |
Credit Services |
|
|
MRK |
Merck & Co Inc |
184 |
- |
$131.20 |
$96,000 |
730 |
0.01% |
33,000 |
150 |
0 |
Drug Manufacturers - ... |
|
|
DXCM |
DexCom Inc |
197 |
- |
$124.34 |
$73,000 |
523 |
0.01% |
11,000 |
23 |
0 |
Medical Instruments &... |
|
|
ISRG |
Intuitive Surgical Inc |
198 |
- |
$372.63 |
$68,000 |
171 |
0.01% |
11,000 |
3 |
0 |
Medical Appliances & ... |
|
|
PLMR |
Palomar Holdings, Inc. |
203 |
- |
$79.50 |
$63,000 |
750 |
0% |
38,000 |
300 |
0 |
N/A |
|
|
INTU |
Intuit Inc |
214 |
- |
$636.55 |
$45,000 |
69 |
0% |
3,000 |
2 |
0 |
Application Software |
|
|
TYL |
Tyler Technologies Inc |
216 |
- |
$460.74 |
$44,000 |
104 |
0% |
2,000 |
4 |
0 |
Information Technolog... |
|
|
GS |
Goldman Sachs Group Inc |
236 |
- |
$427.57 |
$34,000 |
82 |
0% |
4,000 |
5 |
0 |
Investment Brokerage ... |
|
|
ACN |
Accenture Plc |
249 |
- |
$308.01 |
$29,000 |
85 |
0% |
20,000 |
58 |
0 |
Management Services |
|
|
AFL |
AFLAC Inc |
257 |
- |
$83.61 |
$27,000 |
315 |
0% |
13,000 |
140 |
0 |
Life & Health Insurance |
|
|
ETN |
Eaton Corp |
256 |
- |
$324.30 |
$27,000 |
85 |
0% |
19,000 |
50 |
0 |
Diversified Machinery |
|
|
MMC |
Marsh & McLennan Companies Inc |
265 |
- |
$197.95 |
$22,000 |
109 |
0% |
15,000 |
70 |
0 |
Insurance Brokers |
|
|
BLK |
BlackRock Inc A |
267 |
- |
$762.88 |
$22,000 |
26 |
0% |
14,000 |
16 |
0 |
Investment Brokerage ... |
|
|
SHEL |
Shell plc |
283 |
- |
$73.27 |
$17,000 |
247 |
0% |
2,000 |
15 |
0 |
Integrated Oil & Gas |
|
|
BANC |
First Pactrust Bancorp Inc |
290 |
- |
$14.32 |
$14,000 |
918 |
0% |
5,000 |
262 |
0.001 |
Domestic Regional Banks |
|
|
AXP |
American Express Co |
301 |
- |
$235.64 |
$12,000 |
52 |
0% |
8,000 |
29 |
0 |
Credit Services |
|
|
PSX |
Phillips 66 |
305 |
- |
$151.41 |
$10,000 |
64 |
0% |
10,000 |
63 |
0 |
Oil & Gas Refining, P... |
|
|
BSX |
Boston Scientific Corp |
330 |
- |
$73.17 |
$6,000 |
84 |
0% |
5,000 |
65 |
0 |
Medical Instruments &... |
|
|
IR |
Ingersoll Rand Inc |
345 |
- |
$93.50 |
$3,000 |
27 |
0% |
2,000 |
17 |
0.001 |
N/A |
|
|
ODFL |
Old Dominion Freight Line Inc |
388 |
- |
$195.06 |
$1,000 |
4 |
0% |
0 |
2 |
0 |
Trucking |
|
|
LUV |
Southwest Airlines Co |
402 |
- |
$27.03 |
$0 |
5 |
0% |
0 |
5 |
0 |
Regional Airlines |
|
