ATWOOD & PALMER INC
CIK 1044929 · Holdings on Dec 31, 2024 · First reported Jan 16, 2025
Top ten holdings
Q4 2024- PLTR6.04%
- GOOG3.21%
- JAAA3.07%
- SHY3.04%
- AVDE2.90%
- AMP2.89%
- URI2.78%
- FITB2.54%
- LDOS2.53%
- AVEM2.43%
Share classes counted separately31.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PLTRWeight increased · +2.81 pp3.23% → 6.04%Shares -110.15K (-8.63%)
- REGNWeight decreased · -1.00 pp3.13% → 2.13%Shares -117 (-0.27%)
- DHIWeight decreased · -0.75 pp2.97% → 2.22%Shares +2.22K (+0.97%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PLTRPALANTIR TECHNOLOGIES INC-A View history and evidence | $88.18M | 6.04% | 1.17M shares | 3.23% → 6.04%+2.81 pp -110.15K (-8.63%) | Reduced | ↗▾ |
| 02 | GOOGALPHABET INC-CL C View history and evidence | $46.87M | 3.21% | 246.12K shares | 2.80% → 3.21%+0.41 pp +11 (+0.00%) | Added | ↗▾ |
| 03 | JAAAJANUS HENDERSON AAA CLO ETF View history and evidence | $44.85M | 3.07% | 884.51K shares | 2.87% → 3.07%+0.20 pp +53.63K (+6.45%) | Added | ↗▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO View history and evidence | $44.40M | 3.04% | 541.63K shares | 2.86% → 3.04%+0.18 pp +35.31K (+6.97%) | Added | ↗▾ |
| 05 | AVDEAVANTIS INTERNATIONAL EQUITY View history and evidence | $42.37M | 2.90% | 690.44K shares | 2.96% → 2.90%-0.06 pp +40.86K (+6.29%) | Added | ↗▾ |
| 06 | AMPAMERIPRISE FINANCIAL INC View history and evidence | $42.24M | 2.89% | 79.34K shares | 2.54% → 2.89%+0.35 pp -166 (-0.21%) | Reduced | ↗▾ |
| 07 | URIUNITED RENTALS INC View history and evidence | $40.60M | 2.78% | 57.64K shares | 3.16% → 2.78%-0.38 pp +259 (+0.45%) | Added | ↗▾ |
| 08 | FITBFIFTH THIRD BANCORP View history and evidence | $37.11M | 2.54% | 877.69K shares | 2.55% → 2.54%-0.01 pp +1.73K (+0.20%) | Added | ↗▾ |
| 09 | LDOSLEIDOS HOLDINGS INC View history and evidence | $36.99M | 2.53% | 256.73K shares | 2.83% → 2.53%-0.30 pp +1.19K (+0.46%) | Added | ↗▾ |
| 10 | AVEMAVANTIS EMERGING MARKETS EQ View history and evidence | $35.52M | 2.43% | 604.14K shares | 2.54% → 2.43%-0.11 pp +26.43K (+4.58%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CALY CALLAWAY GOLF COMPANY | Non-derivative | -5,000 | -$54.90K | SEC filing ↗ | SEC filing ↗ |
| BSCP INVESCO BULLETSHARES 2025 CB | Non-derivative | -2,000 | -$41.30K | SEC filing ↗ | SEC filing ↗ |
| AGZD WISDOMTREE TRUST WISDOMTREE | Non-derivative | -1,046 | -$23.45K | SEC filing ↗ | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1044929 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1459358087
}Research all 469 reported holdings.
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