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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 |
|
REGN |
Regeneron Pharmaceuticals Inc |
1 |
- |
$883.20 |
$42,290,000 |
43,938 |
3.21% |
3,229,000 |
-536 |
0.042 |
Biotechnology |
|
|
URI |
United Rentals Inc |
2 |
- |
$690.80 |
$41,038,000 |
56,910 |
3.11% |
-3,969,000 |
-21,580 |
0.079 |
Rental & Leasing Serv... |
|
|
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 |
|
|
CDW |
Cdw Corp |
4 |
- |
$242.26 |
$39,819,000 |
155,675 |
3.02% |
4,282,000 |
-657 |
0.109 |
Catalog & Mail Order ... |
|
|
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 |
|
|
DHI |
DR Horton Inc |
7 |
- |
$145.33 |
$37,164,000 |
225,853 |
2.82% |
-3,094,000 |
-39,036 |
0.062 |
Residential Construct... |
|
|
GOOG |
Alphabet Inc |
8 |
- |
$173.69 |
$37,013,000 |
243,092 |
2.81% |
2,851,000 |
689 |
0.004 |
Search Engines & Info... |
|
|
AMP |
Ameriprise Financial Inc |
9 |
- |
$410.01 |
$35,517,000 |
81,009 |
2.69% |
-118,000 |
-12,809 |
0.069 |
Asset Management |
|
|
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 |
|
|
FITB |
Fifth Third Bancorp |
12 |
- |
$36.90 |
$32,771,000 |
880,694 |
2.49% |
2,103,000 |
-8,477 |
0.124 |
Domestic Regional Banks |
|
|
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 ... |
|
|
LMT |
Lockheed Martin Corp |
15 |
- |
$461.29 |
$30,943,000 |
68,027 |
2.35% |
110,000 |
0 |
0.024 |
Aerospace/Defense - M... |
|
|
MA |
MasterCard Inc A |
16 |
- |
$462.42 |
$30,718,000 |
63,788 |
2.33% |
3,392,000 |
-282 |
0.006 |
Business Services |
|
|
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 |
|
|
ON |
On Semiconductor Corp |
29 |
- |
$68.06 |
$20,102,000 |
273,308 |
1.53% |
-8,680,000 |
-71,258 |
0.06 |
Semiconductor- Broad... |
|
|
VCSH |
Vanguard Scottsdale Funds |
30 |
- |
$76.57 |
$18,697,000 |
241,840 |
1.42% |
-236,000 |
-2,870 |
0.058 |
N/A |
|
|
GNRC |
Generac Holdings Inc. |
31 |
- |
$140.12 |
$18,474,000 |
146,454 |
1.4% |
-16,000 |
3,387 |
0.233 |
Electronic Equipment |
|
|
FV |
First Trust Dorsey Wright F... |
32 |
- |
$54.69 |
$17,690,000 |
309,110 |
1.34% |
1,376,000 |
-7,368 |
0.52 |
N/A |
|
|
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... |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
40 |
- |
$25.80 |
$13,332,000 |
339,846 |
1.01% |
1,471,000 |
-6,049 |
0.19 |
N/A |
|
|
GSIE |
Goldman Sachs Activebeta In... |
41 |
- |
$33.51 |
$13,243,000 |
386,196 |
1% |
401,000 |
-7,001 |
0.361 |
N/A |
|
|
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 |
|
|
JKHY |
Jack Henry & Associates |
47 |
- |
$164.88 |
$7,098,000 |
40,856 |
0.54% |
422,000 |
0 |
0.054 |
Business Software & S... |
|
|
HD |
Home Depot Inc |
48 |
- |
$335.09 |
$6,975,000 |
18,183 |
0.53% |
578,000 |
-275 |
0.002 |
Home Improvement Stores |
|
|
BDX |
Becton Dickinson & Co |
49 |
- |
$231.55 |
$6,583,000 |
26,605 |
0.5% |
9,000 |
-355 |
0.009 |
Medical Instruments &... |
|
|
KMB |
Kimberly Clark Corp |
50 |
- |
$135.24 |
$5,912,000 |
45,704 |
0.45% |
356,000 |
-23 |
0.013 |
Paper & Paper Products |
|
|
JNJ |
Johnson & Johnson |
51 |
- |
$146.14 |
$3,919,000 |
24,776 |
0.3% |
31,000 |
-32 |
0.001 |
Drug Manufacturers - ... |
|
|
CBSH |
Commerce Bancshares Inc |
52 |
- |
$55.41 |
$3,733,000 |
70,166 |
0.28% |
-147,000 |
-2,475 |
0.063 |
Domestic Regional Banks |
|
|
PG |
Procter & Gamble Co |
53 |
- |
$161.29 |
$3,624,000 |
22,335 |
0.27% |
207,000 |
-980 |
0.001 |
Cleaning Products |
|
|
GOOGL |
Alphabet Inc |
54 |
- |
$171.95 |
$3,568,000 |
23,642 |
0.27% |
318,000 |
379 |
0 |
Search Engines & Info... |
|
|
GSST |
Goldman Sachs Access Ultra ... |
55 |
- |
$0.00 |
$2,437,000 |
48,400 |
0.18% |
-109,000 |
-2,500 |
0.075 |
N/A |
|
|
PEP |
Pepsico Inc |
56 |
- |
$175.58 |
$2,379,000 |
13,593 |
0.18% |
82,000 |
66 |
0.001 |
Beverage Soft Drinks... |
|
|
CL |
Colgate Palmolive Co |
57 |
- |
$91.01 |
$2,373,000 |
26,350 |
0.18% |
217,000 |
-700 |
0.003 |
Personal Products |
|
|
GEM |
Goldman Sachs Activebeta Em... |
58 |
- |
$31.42 |
$2,372,000 |
75,700 |
0.18% |
-55,000 |
-3,393 |
0.155 |
N/A |
|
|
MSFT |
Microsoft Corp |
59 |
- |
$406.32 |
$2,115,000 |
5,026 |
0.16% |
277,000 |
138 |
0 |
Application Software |
|
|
XOM |
Exxon Mobil Corp |
60 |
- |
$117.96 |
$1,971,000 |
16,957 |
0.15% |
181,000 |
-948 |
0 |
Integrated Oil & Gas |
|
|
VSLU |
Applied Finance Valuation L... |
61 |
- |
$0.00 |
$1,936,000 |
59,413 |
0.15% |
524,000 |
11,928 |
0.066 |
N/A |
|
|
AMGN |
Amgen Inc |
62 |
- |
$269.98 |
$1,752,000 |
6,163 |
0.13% |
-23,000 |
0 |
0.001 |
Biotechnology |
|
|
PAYX |
Paychex Inc |
63 |
- |
$119.97 |
$1,583,000 |
12,887 |
0.12% |
48,000 |
0 |
0.004 |
Staffing & Outsourcin... |
|
|
BRK.B |
Berkshire Hathaway B |
64 |
- |
$402.10 |
$1,560,000 |
3,709 |
0.12% |
225,000 |
-33 |
0 |
Property & Casualty I... |
|
|
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... |
|
|
HIW |
Highwoods Properties Inc |
67 |
- |
$25.68 |
$1,335,000 |
51,007 |
0.1% |
164,000 |
0 |
0.046 |
REIT - Diversified |
|
|
RTX |
RTX Corp |
68 |
- |
$101.02 |
$1,321,000 |
13,548 |
0.1% |
186,000 |
63 |
0.001 |
Conglomerates |
|
|
SPY |
Standard & Poors Depository... |
69 |
- |
$508.26 |
$1,298,000 |
2,482 |
0.1% |
-379,000 |
-1,047 |
0 |
Closed - End Fund - E... |
|
|
PH |
Parker Hannifin Corp |
70 |
- |
$553.64 |
$1,252,000 |
2,252 |
0.09% |
215,000 |
2 |
0.002 |
Industrial Equipment ... |
|
|
COST |
Costco Wholesale Corp |
71 |
- |
$729.18 |
$1,248,000 |
1,704 |
0.09% |
123,000 |
0 |
0 |
Discount, Variety Stores |
|
|
CAT |
Caterpillar Inc |
72 |
- |
$343.38 |
$1,230,000 |
3,358 |
0.09% |
237,000 |
0 |
0.001 |
Farm & Construction M... |
|
|
ADP |
Automatic Data Processing Inc |
73 |
- |
$243.07 |
$1,130,000 |
4,525 |
0.09% |
53,000 |
-100 |
0.001 |
Business Software & S... |
|
|
IVV |
iShares Core S&P 500 Etf |
74 |
- |
$510.77 |
$1,116,000 |
2,122 |
0.08% |
-84,000 |
-391 |
0 |
Closed - End Fund - E... |
|
|
HTH |
Hilltop Holdings Inc |
75 |
- |
$30.36 |
$1,037,000 |
33,100 |
0.08% |
-128,000 |
0 |
0.037 |
REIT - Housing/Apartm... |
|
|
IBM |
International Business Mach... |
76 |
- |
$167.13 |
$1,012,000 |
5,299 |
0.08% |
172,000 |
164 |
0.001 |
Diversified Computer ... |
|
|
NVDA |
NVIDIA Corporation |
77 |
- |
$877.35 |
$998,000 |
1,105 |
0.08% |
401,000 |
-100 |
0 |
Semiconductor - Speci... |
|
|
SHV |
iShares Barclays Short Trea... |
78 |
- |
$110.45 |
$919,000 |
8,316 |
0.07% |
3,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
MCD |
McDonalds Corp |
79 |
- |
$273.09 |
$903,000 |
3,203 |
0.07% |
-28,000 |
63 |
0 |
Restaurants |
|
|
SAIA |
Saia Inc |
80 |
- |
$428.81 |
$878,000 |
1,500 |
0.07% |
221,000 |
0 |
0.005 |
Trucking |
|
|
IWF |
iShares Russell 1000 Growth |
81 |
- |
$327.99 |
$837,000 |
2,484 |
0.06% |
-39,000 |
-404 |
0.001 |
Closed - End Fund - E... |
|
|
QCOM |
QUALCOMM Inc |
82 |
- |
$165.66 |
$817,000 |
4,823 |
0.06% |
127,000 |
49 |
0 |
Communication Equipment |
|
|
ITOT |
iShares Core S&P Total US |
83 |
- |
$111.74 |
$816,000 |
7,081 |
0.06% |
-241,000 |
-2,961 |
0.002 |
Closed - End Fund - E... |
|
|
USB |
US Bancorp Delaware |
84 |
- |
$41.12 |
$794,000 |
17,762 |
0.06% |
26,000 |
14 |
0.001 |
Domestic Regional Banks |
|
|
CVX |
Chevron Corp |
85 |
- |
$165.89 |
$789,000 |
5,003 |
0.06% |
19,000 |
-162 |
0 |
Integrated Oil & Gas |
|
|
VNLA |
Janus Short Duration Income... |
86 |
- |
$48.39 |
$780,000 |
16,085 |
0.06% |
-254,000 |
-5,310 |
0.029 |
N/A |
|
|
FTSM |
First Trust Enhanced Short ... |
87 |
- |
$59.78 |
$774,000 |
12,975 |
0.06% |
-340,000 |
-5,700 |
0.002 |
N/A |
|
|
NXPI |
NXP Semiconductors NV |
88 |
- |
$242.70 |
$745,000 |
3,008 |
0.06% |
54,000 |
0 |
0.001 |
Semiconductor- Broad... |
|
|
ICSH |
Ishares Ultra Short Term Bo... |
89 |
- |
$0.00 |
$743,000 |
14,702 |
0.06% |
-34,000 |
-725 |
0.002 |
N/A |
|
|
PNC |
PNC Financial Services Grou... |
90 |
- |
$156.11 |
$737,000 |
4,563 |
0.06% |
30,000 |
0 |
0.001 |
Domestic Money Center... |
|
|
KO |
Coca-Cola Co |
91 |
- |
$61.74 |
$736,000 |
12,032 |
0.06% |
27,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
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 - ... |
|
|
IRM |
Iron Mountain Inc |
94 |
- |
$77.52 |
$662,000 |
8,250 |
0.05% |
85,000 |
0 |
0.003 |
Business Services |
|
|
NEE |
NextEra Energy |
95 |
- |
$65.99 |
$627,000 |
9,803 |
0.05% |
-7,000 |
-640 |
0.001 |
Electric Utilities |
|
|
WM |
Waste Management Inc |
96 |
- |
$210.10 |
$577,000 |
2,707 |
0.04% |
92,000 |
0 |
0.001 |
Waste Management |
|
|
JMBS |
Janus Henderson Mortgagebac... |
97 |
- |
$43.74 |
$560,000 |
12,418 |
0.04% |
-63,000 |
-1,135 |
0.011 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
98 |
- |
$0.00 |
$536,000 |
10,625 |
0.04% |
2,000 |
0 |
0.001 |
N/A |
|
|
FB |
Meta Platforms Inc |
99 |
- |
$443.29 |
$532,000 |
1,096 |
0.04% |
144,000 |
1 |
0 |
Internet Service Prov... |
|
|
HTLF |
Heartland Financial USA Inc |
100 |
- |
$35.72 |
$510,000 |
14,509 |
0.04% |
-36,000 |
0 |
0.039 |
Savings & Loans |
|
