ATWOOD & PALMER INC
CIK: 1044929SEC EDGAR →
Portfolio Value
$801.2B
Holdings
496
As of
Q3 2026
New Positions
23
Closed Positions
26
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 789,054 | $71.1B | 8.87% |
| 2 | AMERICAN CENTY ETF TR | 683,140 | $64.2B | 8.02% |
| 3 | ISHARES TR | 766,834 | $62.3B | 7.77% |
| 4 | JANUS DETROIT STR TR | 1,224,066 | $61.8B | 7.71% |
| 5 | JANUS DETROIT STR TR | 1,195,708 | $61.0B | 7.62% |
| 6 | PALMER SQUARE FUNDS TR | 2,153,188 | $44.3B | 5.53% |
| 7 | FIFTH THIRD BANCORP | 826,018 | $41.8B | 5.21% |
| 8 | AMERICAN CENTY ETF TR | 520,568 | $41.5B | 5.17% |
| 9 | BONDBLOXX ETF TRUST | 802,739 | $39.1B | 4.88% |
| 10 | JANUS DETROIT STR TR | 755,491 | $37.7B | 4.71% |
Quarterly Changes
New Positions (27)
$5.3B · 114K shares
$154.2M · 4K shares
$109.4M · 2K shares
$104.3M · 2K shares
$49.2M · 583 shares
$45.6M · 1K shares
$23.9M · 288 shares
$23.6M · 370 shares
$21.0M · 461 shares
$20.8M · 875 shares
$17.5M · 250 shares
$8.9M · 166 shares
MOBILITY GLOBAL INC
$3.3M · 195 shares
EXXONMOBIL HOLDINGS CORP
$2.7M · 17K shares
$965K · 6K shares
$246K · 540 shares
$133K · 125 shares
$61K · 425 shares
$52K · 202 shares
$51K · 150 shares
$33K · 126 shares
$28K · 150 shares
$17K · 1 shares
$7K · 0 shares
$3K · 25 shares
$2K · 5 shares
$1K · 0 shares
Closed Positions (26)
$13.1M · 413 shares
$8.5M · 2K shares
$7.0M · 100 shares
$2.2M · 42 shares
$995K · 43 shares
$990K · 10 shares
$965K · 10 shares
$585K · 11 shares
$363K · 4 shares
$269K · 5 shares
$232K · 3 shares
$190K · 505 shares
$135K · 2 shares
$101K · 5 shares
$8K · 20 shares
$6K · 53 shares
$5K · 19 shares
$4K · 5 shares
$3K · 21 shares
$2K · 5 shares
$2K · 5 shares
$2K · 8 shares
$1K · 4 shares
$979 · 5 shares
$750 · 3 shares
$728 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 190 | $688.3B | 85.9% |
| Technology | 66 | $56.2B | 7.0% |
| Unknown | 30 | $39.5B | 4.9% |
| Consumer Defensive | 20 | $7.7B | 1.0% |
| Industrials | 45 | $2.3B | 0.3% |
| Healthcare | 36 | $1.7B | 0.2% |
| Real Estate | 10 | $1.4B | 0.2% |
| Utilities | 12 | $1.4B | 0.2% |
| Energy | 23 | $1.3B | 0.2% |
| Consumer Cyclical | 37 | $529.5M | 0.1% |
| Communication Services | 14 | $461.9M | 0.1% |
| Basic Materials | 13 | $428.4M | 0.1% |