ATWOOD & PALMER INC

CIK: 0001044929SEC EDGAR →

Portfolio Value

$1.8B

Holdings

488

As of

Q4 2025

New Positions

483

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	PLTR PALANTIR TECHNOLOGIES INC	444,613	$79.0M	4.49%
2	GOOG ALPHABET INC	243,574	$76.4M	4.34%
3	AVDE AMERICAN CENTY ETF TR	757,012	$62.3M	3.54%
4	JEMB JANUS DETROIT STR TR	1,102,583	$59.2M	3.36%
5	SHY ISHARES TR	694,971	$57.6M	3.27%
6	JAAA JANUS DETROIT STR TR	1,106,508	$56.0M	3.18%
7	AVEM AMERICAN CENTY ETF TR	664,423	$51.2M	2.91%
8	URI UNITED RENTALS INC	58,396	$47.3M	2.69%
9	LDOS LEIDOS HOLDINGS INC	259,898	$46.9M	2.66%
10	ABBV ABBVIE INC	194,376	$44.4M	2.52%

Quarterly Changes

Top Buys

PLTRNEW

$79.0M

GOOGNEW

$76.4M

AVDENEW

$62.3M

JEMBNEW

$59.2M

SHYNEW

$57.6M

Top Sells

No sells this quarter

New Positions (488)

$79.0M · 445K shares

$76.4M · 244K shares

$62.3M · 757K shares

$59.2M · 1.1M shares

$57.6M · 695K shares

$56.0M · 1.1M shares

$51.2M · 664K shares

$47.3M · 58K shares

$46.9M · 260K shares

$44.4M · 194K shares

$42.9M · 350K shares

$40.2M · 522K shares

$39.5M · 844K shares

$39.2M · 1.9M shares

$39.1M · 752K shares

$37.8M · 77K shares

$35.6M · 684K shares

$34.8M · 488K shares

$34.7M · 17K shares

$34.3M · 238K shares

$34.2M · 60K shares

$34.1M · 126K shares

$32.9M · 68K shares

$32.3M · 42K shares

$31.4M · 54K shares

$31.0M · 64K shares

$29.7M · 267K shares

$29.0M · 33K shares

$28.0M · 150K shares

$25.1M · 55K shares

$24.9M · 265K shares

$23.5M · 665K shares

$21.5M · 158K shares

$21.5M · 158K shares

$20.7M · 924K shares

$20.4M · 927K shares

$20.0M · 486K shares

$19.3M · 450K shares

$18.9M · 93K shares

$18.8M · 64K shares

$18.7M · 543K shares

$18.4M · 349K shares

$16.8M · 70K shares

$16.4M · 304K shares

$14.5M · 178K shares

$12.2M · 70K shares

$11.6M · 270K shares

$11.3M · 236K shares

$9.4M · 213K shares

$8.1M · 42K shares

$7.6M · 24K shares

$7.4M · 41K shares

$7.1M · 295K shares

$6.1M · 18K shares

$5.8M · 92K shares

$5.2M · 25K shares

$4.4M · 23K shares

$4.2M · 42K shares

$3.8M · 72K shares

$3.4M · 34K shares

$2.9M · 21K shares

$2.8M · 9K shares

$2.5M · 13K shares

$2.3M · 5K shares

$2.1M · 9K shares

$2.1M · 26K shares

AMGN

$2.0M · 6K shares

XOM

$2.0M · 17K shares

BRK/B

$2.0M · 4K shares

$2.0M · 2K shares

$2.0M · 16K shares

$1.9M · 14K shares

$1.9M · 47K shares

$1.8M · 3K shares

$1.8M · 91K shares

$1.5M · 31K shares

$1.5M · 3K shares

$1.4M · 13K shares

$1.2M · 4K shares

$1.2M · 48K shares

$1.2M · 11K shares

$1.2M · 2K shares

$1.2M · 8K shares

$1.2M · 1K shares

$1.1M · 33K shares

$1.0M · 3K shares

$1.0M · 23K shares

$1.0M · 4K shares

$990K · 2K shares

$974K · 3K shares

$948K · 5K shares

$934K · 20K shares

$905K · 2K shares

$867K · 19K shares

$854K · 5K shares

$823K · 2K shares

$798K · 11K shares

$785K · 9K shares

$777K · 5K shares

$771K · 10K shares

$754K · 1 shares

$727K · 5K shares

$701K · 13K shares

$692K · 2K shares

$677K · 9K shares

$666K · 12K shares

$655K · 3K shares

$653K · 990 shares

$634K · 6K shares

$632K · 12K shares

$610K · 5K shares

$609K · 3K shares

LLY

$585K · 545 shares

EMR

$566K · 4K shares

GSST

$532K · 11K shares

$501K · 19K shares

$484K · 3K shares

$457K · 1K shares

$432K · 1K shares

$401K · 8K shares

$373K · 2K shares

$370K · 2K shares

$357K · 648 shares

$342K · 4K shares

$311K · 6K shares

$308K · 502 shares

$298K · 5K shares

$295K · 520 shares

$294K · 3K shares

$291K · 3K shares

$291K · 948 shares

$288K · 1K shares

$286K · 1K shares

$286K · 9K shares

$278K · 7K shares

$277K · 5K shares

$272K · 700 shares

$266K · 4K shares

$259K · 1K shares

$254K · 5K shares

$252K · 5K shares

$250K · 1K shares

$247K · 10K shares

$245K · 1K shares

$224K · 373 shares

$209K · 446 shares

$204K · 400 shares

$200K · 867 shares

$200K · 2K shares

$197K · 2K shares

$192K · 3K shares

$189K · 2K shares

$185K · 764 shares

$180K · 2K shares

$179K · 7K shares

$177K · 4K shares

$176K · 2K shares

$173K · 2K shares

$172K · 2K shares

$163K · 496 shares

$158K · 1K shares

$152K · 234 shares

$150K · 2K shares

$144K · 210K shares

$144K · 1K shares

$138K · 3K shares

$134K · 800 shares

$132K · 2K shares

$130K · 505 shares

$123K · 3K shares

$123K · 2K shares

$121K · 2K shares

$119K · 2K shares

$117K · 1K shares

$116K · 211 shares

$115K · 200 shares

$112K · 4K shares

$108K · 408 shares

$108K · 950 shares

$107K · 1K shares

$106K · 575 shares

$106K · 854 shares

$106K · 170 shares

$106K · 2K shares

$104K · 2K shares

$101K · 194 shares

$99K · 2K shares

$98K · 1K shares

$97K · 172 shares

$97K · 300 shares

$94K · 2K shares

$92K · 345 shares

$92K · 204 shares

$92K · 658 shares

$91K · 1K shares

$91K · 472 shares

$90K · 395 shares

$90K · 842 shares

$90K · 916 shares

$89K · 3K shares

IWN

$79K · 439 shares

$79K · 5K shares

$77K · 912 shares

$77K · 2K shares

$76K · 730 shares

$75K · 178 shares

$75K · 177 shares

$74K · 775 shares

$73K · 336 shares

$72K · 812 shares

$72K · 800 shares

$72K · 149 shares

$71K · 4K shares

$70K · 1K shares

$69K · 6K shares

$68K · 860 shares

$67K · 986 shares

$67K · 330 shares

$65K · 4K shares

$64K · 1K shares

$63K · 370 shares

$62K · 740 shares

$62K · 460 shares

$61K · 604 shares

$60K · 971 shares

$58K · 1K shares

$56K · 5K shares

$56K · 603 shares

$56K · 296 shares

$55K · 46 shares

$54K · 317 shares

$53K · 549 shares

$53K · 1K shares

$52K · 149 shares

$49K · 7K shares

$47K · 4K shares

$46K · 801 shares

$46K · 200 shares

$46K · 424 shares

$46K · 2K shares

$45K · 679 shares

$45K · 575 shares

$44K · 67 shares

$44K · 1K shares

$43K · 150 shares

$42K · 2K shares

$42K · 800 shares

$42K · 535 shares

$41K · 10K shares

$41K · 195 shares

$41K · 2K shares

$41K · 131 shares

$40K · 1K shares

$40K · 130 shares

$39K · 153 shares

$38K · 2K shares

$37K · 545 shares

$37K · 975 shares

$37K · 1K shares

$36K · 3K shares

TNL

$35K · 500 shares

IJK

$35K · 365 shares

CDE

$35K · 2K shares

$34K · 132 shares

TELFY

$34K · 8K shares

VHT

$34K · 121 shares

$33K · 448 shares

$33K · 500 shares

$33K · 500 shares

$33K · 617 shares

$33K · 3K shares

$32K · 85 shares

$32K · 30 shares

$31K · 749 shares

$31K · 51 shares

$31K · 400 shares

$31K · 150 shares

$31K · 1K shares

$30K · 1K shares

$30K · 40 shares

$30K · 330 shares

$30K · 720 shares

$29K · 4K shares

$29K · 50 shares

$29K · 28 shares

$29K · 199 shares

$28K · 199 shares

$28K · 155 shares

$28K · 401 shares

$28K · 200 shares

$27K · 3K shares

$27K · 200 shares

$26K · 204 shares

$26K · 5 shares

$26K · 392 shares

$26K · 150 shares

$26K · 56 shares

$26K · 500 shares

$26K · 893 shares

$25K · 1K shares

$24K · 879 shares

$24K · 210 shares

$24K · 322 shares

$24K · 765 shares

$24K · 570 shares

$24K · 1K shares

$24K · 488 shares

$23K · 232 shares

$23K · 362 shares

$23K · 410 shares

$22K · 27 shares

$22K · 300 shares

$22K · 351 shares

$21K · 104 shares

$21K · 330 shares

$21K · 193 shares

$21K · 500 shares

$20K · 550 shares

$20K · 150 shares

$20K · 183 shares

$20K · 415 shares

$19K · 122 shares

$19K · 75 shares

$19K · 108 shares

$19K · 75 shares

$18K · 200 shares

$18K · 207 shares

$18K · 51 shares

$18K · 233 shares

$18K · 786 shares

$17K · 207 shares

$17K · 107 shares

$17K · 1K shares

$17K · 1K shares

$17K · 395 shares

$17K · 75 shares

$16K · 192 shares

$16K · 200 shares

$16K · 540 shares

$16K · 200 shares

$16K · 28 shares

$16K · 464 shares

$15K · 400 shares

$15K · 85 shares

$15K · 150 shares

$15K · 313 shares

$15K · 189 shares

$14K · 600 shares

$14K · 49 shares

$13K · 243 shares

$13K · 100 shares

$12K · 120 shares

$12K · 44 shares

$12K · 40 shares

$12K · 656 shares

$12K · 104 shares

$12K · 1K shares

$12K · 43 shares

$12K · 31 shares

$12K · 68 shares

$11K · 19 shares

$11K · 287 shares

$11K · 225 shares

$11K · 30 shares

$11K · 2K shares

$11K · 160 shares

$11K · 25 shares

$10K · 300 shares

$10K · 120 shares

$10K · 1K shares

$10K · 452 shares

$10K · 3K shares

$10K · 345 shares

$10K · 12 shares

$9K · 79 shares

$9K · 109 shares

$9K · 125 shares

$9K · 100 shares

$9K · 13 shares

$9K · 392 shares

$9K · 692 shares

$9K · 35 shares

$9K · 100 shares

$9K · 35 shares

$9K · 231 shares

$8K · 35 shares

$8K · 141 shares

$8K · 100 shares

$8K · 255 shares

$8K · 44 shares

$8K · 71 shares

$8K · 23 shares

$8K · 84 shares

$8K · 300 shares

$7K · 27 shares

$7K · 133 shares

$7K · 197 shares

$7K · 42 shares

$7K · 120 shares

$7K · 145 shares

$7K · 270 shares

$6K · 2 shares

$6K · 1K shares

$6K · 6 shares

$5K · 53 shares

$5K · 106 shares

$5K · 24 shares

$5K · 70 shares

$5K · 10 shares

$5K · 65 shares

$5K · 20 shares

$5K · 40 shares

$5K · 26 shares

$4K · 89 shares

$4K · 90 shares

$4K · 121 shares

$4K · 3K shares

$4K · 14 shares

$3K · 8 shares

$3K · 50 shares

$3K · 45 shares

$3K · 327 shares

$3K · 16 shares

$3K · 28 shares

$3K · 33 shares

$3K · 28 shares

$3K · 57 shares

$3K · 47 shares

$2K · 46 shares

$2K · 24 shares

$2K · 73 shares

$2K · 28 shares

$2K · 37 shares

$2K · 50 shares

$2K · 100 shares

$2K · 14 shares

$2K · 204 shares

$2K · 8 shares

$2K · 200 shares

$2K · 10 shares

$2K · 100 shares

$2K · 52 shares

$2K · 30 shares

$2K · 31 shares

$2K · 2K shares

$1K · 18 shares

$1K · 15 shares

$1K · 7 shares

$1K · 3 shares

$1K · 30 shares

$1K · 7 shares

$1K · 325 shares

$1K · 3 shares

$1K · 5 shares

$1K · 4 shares

$1K · 18 shares

$1K · 1 shares

$1K · 12 shares

$1K · 19 shares

$1K · 10 shares

$1K · 30 shares

$1K · 20 shares

$0 · 175 shares

$0 · 2 shares

$0 · 0 shares

$0 · 1 shares

$0 · 50 shares

$0 · 1 shares

$0 · 20 shares

$0 · 0 shares

$0 · 10 shares

$0 · 5 shares

$0 · 10 shares

$0 · 5 shares

$0 · 8 shares

$0 · 5 shares

$0 · 18 shares

$0 · 0 shares

$0 · 5 shares

$0 · 1 shares

$0 · 0 shares

$0 · 5 shares

$0 · 65 shares

$0 · 1 shares

PSX

$0 · 1 shares

GRWG

$0 · 500 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	174	$725.8M	41.3%
Technology	60	$315.7M	17.9%
Healthcare	45	$191.1M	10.9%
Unknown	28	$172.9M	9.8%
Industrials	49	$134.6M	7.7%
Communication Services	13	$85.2M	4.8%
Consumer Cyclical	38	$81.0M	4.6%
Consumer Defensive	20	$43.7M	2.5%
Energy	25	$4.2M	0.2%
Utilities	13	$2.4M	0.1%
Real Estate	10	$2.2M	0.1%
Basic Materials	13	$667K	0.0%