Asset Manager
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ATWOOD & PALMER INC
4520 MADISON AVE SUITE 200, KANSAS CITY, MO 64111 • 8169312266
Market Value
$1.6B
+12.8%
Holdings
519
+41
New Purchases
85
Added To
78
Closed
13
Reduced
74
Top 10 Concentration
32.7%
Turnover
18.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JEMB | 3.35% | 0.00% | +3.35% | $54M |
| BBBI | 2.29% | 0.00% | +2.29% | $37M |
| PSQO | 2.30% | 0.57% | +1.73% | $37M |
| TPYP | 1.47% | 0.00% | +1.47% | $24M |
| GS | 1.46% | 0.00% | +1.46% | $23M |
| NVDA | 1.54% | 0.11% | +1.44% | $25M |
| PLTR | 5.64% | 4.37% | +1.27% | $90M |
| XBB | 1.19% | 0.00% | +1.19% | $19M |
| JSI | 2.13% | 1.66% | +0.48% | $34M |
| MELI | 2.79% | 2.34% | +0.44% | $45M |
| SHYG | 1.18% | 0.86% | +0.32% | $19M |
| DKNG | 1.45% | 1.23% | +0.22% | $23M |
| URI | 2.70% | 2.52% | +0.18% | $43M |
| ON | 0.99% | 0.83% | +0.16% | $16M |
| SHY | 3.42% | 3.27% | +0.15% | $55M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HOLX | 0.00% | 1.54% | -1.54% | $14K |
| GBIL | 0.22% | 1.73% | -1.51% | $4M |
| IBTK | 0.12% | 1.57% | -1.44% | $2M |
| PYPL | 0.01% | 1.16% | -1.15% | $99K |
| VCSH | 0.04% | 1.19% | -1.15% | $676K |
| GHYB | 0.07% | 1.19% | -1.12% | $1M |
| LMBS | 0.07% | 1.08% | -1.00% | $1M |
| JBBB | 0.07% | 1.01% | -0.93% | $1M |
| IGSB | 1.12% | 1.94% | -0.82% | $18M |
| ABBV | 2.21% | 2.83% | -0.61% | $35M |
| TMO | 1.37% | 1.89% | -0.52% | $22M |
| REGN | 1.37% | 1.88% | -0.51% | $22M |
| IBTI | 1.27% | 1.78% | -0.51% | $20M |
| IBTJ | 1.24% | 1.75% | -0.51% | $20M |
| AAPL | 1.63% | 2.00% | -0.36% | $26M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 47.7% |
| Technology | 17.5% |
| Healthcare | 12.8% |
| Industrials | 8.5% |
| Consumer Cyclical | 5.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 65 | $393M | 24.6% |
| Large Cap | 314 | $847M | 53.0% |
| Mid Cap | 80 | $70M | 4.4% |
| Small Cap | 41 | $215M | 13.5% |
| Micro Cap | 19 | $75M | 4.7% |
Portfolio Analytics
Avg Market Cap
$146.5B
Median Market Cap
$37.4B
Avg P/E
30.4
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
389
# ETFs / Funds
130
Top Holdings (519 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | 5.64% | 661,885 | $90M | $136.32 | $28M | -72,439 | -9.9% | |
| 2 | SHY | 3.42% | 660,278 | $55M | $82.86 | $8M | +99,345 | +17.7% | |
| 3 | AVDE | 3.38% | 731,327 | $54M | $74.01 | $7M | +20,700 | +2.9% | |
| 4 | JAAA | 3.36% | 1,057,357 | $54M | $50.75 | $7M | +132,349 | +14.3% | |
| 5 | JEMB | 3.35% | 1,035,255 | $54M | $51.75 | — | +1,035,255 | — | NEW |
| 6 | MELI | 2.79% | 17,044 | $45M | $2,613.63 | $11M | +36 | +0.2% | |
| 7 | AVEM | 2.77% | 645,242 | $44M | $68.54 | $7M | +22,208 | +3.6% | |
| 8 | GOOG | 2.75% | 248,181 | $44M | $177.39 | $6M | +2,916 | +1.2% | |
| 9 | URI | 2.70% | 57,371 | $43M | $753.40 | $7M | +269 | +0.5% | |
| 10 | LDOS | 2.58% | 261,473 | $41M | $157.76 | $6M | -213 | -0.1% | |
| 11 | AMP | 2.57% | 77,107 | $41M | $533.73 | $4M | +28 | +0.0% | |
| 12 | GILD | 2.39% | 344,082 | $38M | $110.87 | -$516K | -985 | -0.3% | |
| 13 | PSQO | 2.30% | 1,796,773 | $37M | $20.49 | $29M | +1,398,637 | +351.3% | |
| 14 | BBBI | 2.29% | 711,570 | $37M | $51.55 | — | +711,570 | — | NEW |
| 15 | CSCO | 2.27% | 522,830 | $36M | $69.38 | $4M | +1,624 | +0.3% | |
| 16 | ABBV | 2.21% | 190,759 | $35M | $185.62 | -$5M | -589 | -0.3% | |
| 17 | FITB | 2.17% | 843,854 | $35M | $41.13 | $2M | +3,152 | +0.4% | |
| 18 | JSI | 2.13% | 648,789 | $34M | $52.62 | $11M | +199,553 | +44.4% | |
| 19 | MA | 2.13% | 60,583 | $34M | $561.94 | $653K | -336 | -0.6% | |
| 20 | LMT | 1.97% | 67,977 | $31M | $463.14 | $1M | — | — | |
| 21 | DHI | 1.87% | 231,999 | $30M | $128.92 | $752K | +2,646 | +1.1% | |
| 22 | AVIV | 1.82% | 468,898 | $29M | $62.24 | $3M | +12,704 | +2.8% | |
| 23 | CDW | 1.76% | 157,618 | $28M | $178.59 | $3M | +1,326 | +0.8% | |
| 24 | WMT | 1.65% | 270,615 | $26M | $97.78 | $3M | +1,764 | +0.7% | |
| 25 | AAPL | 1.63% | 127,374 | $26M | $205.17 | -$2M | -181 | -0.1% | |
| 26 | NVDA | 1.54% | 156,264 | $25M | $157.99 | $23M | +142,393 | +1026.5% | |
| 27 | VRTX | 1.54% | 55,192 | $25M | $445.20 | -$2M | +208 | +0.4% | |
| 28 | TPYP | 1.47% | 659,221 | $24M | $35.73 | — | +659,221 | — | NEW |
| 29 | GS | 1.46% | 33,067 | $23M | $707.75 | $23M | +32,985 | +40225.6% | |
| 30 | DKNG | 1.45% | 540,662 | $23M | $42.89 | $6M | +13,800 | +2.6% | |
| 31 | TMO | 1.37% | 54,062 | $22M | $405.46 | -$5M | +274 | +0.5% | |
| 32 | REGN | 1.37% | 41,588 | $22M | $525.00 | -$5M | -386 | -0.9% | |
| 33 | GNRC | 1.34% | 149,496 | $21M | $143.21 | $3M | +1,525 | +1.0% | |
| 34 | IBTI | 1.27% | 907,555 | $20M | $22.36 | -$5M | -226,268 | -20.0% | |
| 35 | AVDV | 1.25% | 252,608 | $20M | $79.28 | $3M | +8,556 | +3.5% | |
| 36 | IBTJ | 1.24% | 903,240 | $20M | $21.92 | -$5M | -235,239 | -20.7% | |
| 37 | GRMN | 1.22% | 93,329 | $19M | $208.72 | -$693K | +423 | +0.5% | |
| 38 | XBB | 1.19% | 463,770 | $19M | $41.19 | — | +463,770 | — | NEW |
| 39 | SHYG | 1.18% | 436,172 | $19M | $43.14 | $7M | +150,149 | +52.5% | |
| 40 | UTHR | 1.15% | 63,924 | $18M | $287.35 | -$1M | +228 | +0.4% | |
| 41 | IGSB | 1.12% | 339,783 | $18M | $52.76 | -$10M | -185,704 | -35.3% | |
| 42 | UBER | 1.02% | 175,070 | $16M | $93.30 | $4M | +4,480 | +2.6% | |
| 43 | LHX | 0.99% | 63,419 | $16M | $250.84 | $3M | +727 | +1.2% | |
| 44 | ON | 0.99% | 300,843 | $16M | $52.41 | $4M | +11,787 | +4.1% | |
| 45 | LOW | 0.97% | 69,857 | $15M | $221.87 | -$747K | +200 | +0.3% | |
| 46 | IMTM | 0.69% | 240,274 | $11M | $45.69 | $1M | -3,657 | -1.5% | |
| 47 | GSIE | 0.68% | 273,743 | $11M | $39.66 | $905K | -5,399 | -1.9% | |
| 48 | VSLU | 0.51% | 208,869 | $8M | $39.15 | $877K | +412 | +0.2% | |
| 49 | RSP | 0.48% | 41,840 | $8M | $181.74 | $353K | -21 | -0.1% | |
| 50 | JKHY | 0.46% | 40,631 | $7M | $180.17 | -$140K | -225 | -0.6% | |
| 51 | HD | 0.41% | 17,816 | $7M | $366.64 | -$126K | -350 | -1.9% | |
| 52 | FV | 0.35% | 94,269 | $6M | $59.26 | $372K | -780 | -0.8% | |
| 53 | KMB | 0.35% | 43,131 | $6M | $128.92 | -$574K | — | — | |
| 54 | GOOGL | 0.28% | 25,379 | $4M | $176.23 | $604K | +360 | +1.4% | |
| 55 | CBSH | 0.28% | 71,234 | $4M | $62.17 | -$6K | -22 | -0.0% | |
| 56 | BDX | 0.25% | 23,032 | $4M | $172.25 | -$2M | -2,013 | -8.0% | |
| 57 | JNJ | 0.25% | 25,725 | $4M | $152.75 | -$69K | +1,616 | +6.7% | |
| 58 | GBIL | 0.22% | 35,557 | $4M | $100.15 | -$21M | -209,468 | -85.5% | |
| 59 | PG | 0.21% | 20,913 | $3M | $159.32 | -$496K | -1,550 | -6.9% | |
| 60 | JPM | 0.16% | 9,043 | $3M | $289.91 | $426K | +94 | +1.1% | |
| 61 | MSFT | 0.16% | 5,125 | $3M | $497.41 | $686K | +161 | +3.2% | |
| 62 | CL | 0.15% | 26,200 | $2M | $90.90 | -$87K | -150 | -0.6% | |
| 63 | AMZN | 0.13% | 9,521 | $2M | $219.39 | $325K | +251 | +2.7% | |
| 64 | BRK-B | 0.13% | 4,204 | $2M | $485.77 | -$47K | +281 | +7.2% | |
| 65 | IEI | 0.13% | 17,026 | $2M | $119.09 | $39K | +196 | +1.2% | |
| 66 | IBTK | 0.12% | 99,110 | $2M | $19.84 | -$20M | -1,029,781 | -91.2% | |
| 67 | RTX | 0.12% | 13,443 | $2M | $146.01 | $182K | — | — | |
| 68 | PAYX | 0.12% | 12,887 | $2M | $145.46 | -$114K | — | — | |
| 69 | XOM | 0.11% | 16,805 | $2M | $107.80 | -$196K | -74 | -0.4% | |
| 70 | PEP | 0.11% | 13,586 | $2M | $132.04 | -$319K | -507 | -3.6% | |
| 71 | GEM | 0.11% | 47,310 | $2M | $37.21 | $166K | -757 | -1.6% | |
| 72 | AMGN | 0.11% | 6,224 | $2M | $279.21 | -$193K | +27 | +0.4% | |
| 73 | SPY | 0.11% | 2,753 | $2M | $617.82 | $191K | +54 | +2.0% | |
| 74 | COST | 0.10% | 1,693 | $2M | $989.94 | $17K | -61 | -3.5% | |
| 75 | PH | 0.10% | 2,250 | $2M | $698.47 | $204K | — | — | |
| 76 | HIW | 0.09% | 48,007 | $1M | $31.09 | -$19K | -3,000 | -5.9% | |
| 77 | ADP | 0.09% | 4,425 | $1M | $308.40 | -$3K | -50 | -1.1% | |
| 78 | IBM | 0.08% | 4,200 | $1M | $294.78 | $206K | +51 | +1.2% | |
| 79 | JBBB | 0.07% | 24,360 | $1M | $48.21 | -$13M | -269,074 | -91.7% | |
| 80 | LMBS | 0.07% | 23,710 | $1M | $49.26 | -$14M | -286,435 | -92.4% | |
| 81 | UMBF | 0.07% | 10,729 | $1M | $105.16 | $44K | — | — | |
| 82 | GHYB | 0.07% | 24,452 | $1M | $45.37 | -$16M | -352,697 | -93.5% | |
| 83 | IVV | 0.07% | 1,760 | $1M | $621.03 | $104K | — | — | |
| 84 | JMBS | 0.06% | 22,625 | $1M | $45.05 | -$67K | -1,405 | -5.8% | |
| 85 | AVGO | 0.06% | 3,660 | $1M | $275.65 | $445K | +290 | +8.6% | |
| 86 | HTH | 0.06% | 33,100 | $1M | $30.35 | -$3K | — | — | |
| 87 | CAT | 0.06% | 2,565 | $996K | $388.21 | $150K | — | — | |
| 88 | IRM | 0.06% | 9,445 | $969K | $102.57 | $259K | +1,195 | +14.5% | |
| 89 | ITOT | 0.06% | 7,081 | $956K | $135.04 | $92K | — | — | |
| 90 | MCD | 0.06% | 3,188 | $931K | $292.17 | -$64K | — | — | |
| 91 | IWF | 0.06% | 2,175 | $923K | $424.58 | $138K | — | — | |
| 92 | DE | 0.06% | 1,768 | $899K | $508.49 | $69K | — | — | |
| 93 | PM | 0.05% | 4,782 | $871K | $182.13 | $119K | +46 | +1.0% | |
| 94 | PNC | 0.05% | 4,546 | $847K | $186.42 | $48K | — | — | |
| 95 | META | 0.05% | 1,148 | $847K | $738.09 | $205K | +33 | +3.0% | |
| 96 | KO | 0.05% | 11,716 | $829K | $70.75 | -$10K | — | — | |
| 97 | QCOM | 0.05% | 4,994 | $795K | $159.26 | $6K | -142 | -2.8% | |
| 98 | VTI | 0.05% | 2,555 | $777K | $303.93 | $410K | +1,222 | +91.7% | |
| 99 | ORCL | 0.05% | 3,364 | $735K | $218.63 | $228K | -269 | -7.4% | |
| 100 | BRK-A | 0.05% | 1 | $729K | $728,800.00 | — | +1 | — | NEW |