Asset Manager
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ATWOOD & PALMER INC
4520 MADISON AVE SUITE 200, KANSAS CITY, MO 64111 • 8169312266
Market Value
$1.7B
+6.4%
Holdings
531
+12
New Purchases
25
Added To
53
Closed
48
Reduced
85
Top 10 Concentration
33.1%
Turnover
13.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOG | 3.54% | 2.75% | +0.79% | $60M |
| URI | 3.21% | 2.70% | +0.50% | $55M |
| DHI | 2.31% | 1.87% | +0.44% | $39M |
| UTHR | 1.57% | 1.15% | +0.42% | $27M |
| ABBV | 2.60% | 2.21% | +0.38% | $44M |
| LDOS | 2.90% | 2.58% | +0.32% | $49M |
| AAPL | 1.90% | 1.63% | +0.27% | $32M |
| TMO | 1.54% | 1.37% | +0.17% | $26M |
| NVDA | 1.71% | 1.54% | +0.16% | $29M |
| LHX | 1.14% | 0.99% | +0.15% | $19M |
| GNRC | 1.47% | 1.34% | +0.13% | $25M |
| GRMN | 1.35% | 1.22% | +0.13% | $23M |
| AVEM | 2.87% | 2.77% | +0.10% | $49M |
| GS | 1.55% | 1.46% | +0.08% | $26M |
| AVDV | 1.34% | 1.25% | +0.08% | $23M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PLTR | 4.83% | 5.64% | -0.81% | $82M |
| MELI | 2.34% | 2.79% | -0.45% | $40M |
| AMP | 2.22% | 2.57% | -0.35% | $38M |
| CDW | 1.47% | 1.76% | -0.29% | $25M |
| VRTX | 1.27% | 1.54% | -0.26% | $22M |
| DKNG | 1.19% | 1.45% | -0.26% | $20M |
| JAAA | 3.18% | 3.36% | -0.18% | $54M |
| SHY | 3.24% | 3.42% | -0.18% | $55M |
| CSCO | 2.10% | 2.27% | -0.17% | $36M |
| GILD | 2.24% | 2.39% | -0.14% | $38M |
| JSI | 2.02% | 2.13% | -0.11% | $34M |
| ON | 0.88% | 0.99% | -0.11% | $15M |
| MA | 2.02% | 2.13% | -0.11% | $34M |
| JKHY | 0.36% | 0.46% | -0.10% | $6M |
| IBTI | 1.19% | 1.27% | -0.08% | $20M |
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 | 66 | $429M | 25.2% |
| Large Cap | 319 | $904M | 53.1% |
| Mid Cap | 80 | $70M | 4.1% |
| Small Cap | 44 | $222M | 13.1% |
| Micro Cap | 22 | $77M | 4.5% |
Portfolio Analytics
Avg Market Cap
$144.5B
Median Market Cap
$35.9B
Avg P/E
31.7
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
394
# ETFs / Funds
137
Top Holdings (531 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | 4.83% | 450,380 | $82M | $182.42 | -$8M | -211,505 | -31.9% | |
| 2 | GOOG | 3.54% | 247,545 | $60M | $243.55 | $16M | -636 | -0.3% | |
| 3 | AVDE | 3.41% | 736,112 | $58M | $78.90 | $4M | +4,785 | +0.7% | |
| 4 | JEMB | 3.32% | 1,061,083 | $56M | $53.20 | $3M | +25,828 | +2.5% | |
| 5 | SHY | 3.24% | 665,235 | $55M | $82.96 | $477K | +4,957 | +0.8% | |
| 6 | URI | 3.21% | 57,167 | $55M | $954.65 | $11M | -204 | -0.4% | |
| 7 | JAAA | 3.18% | 1,064,256 | $54M | $50.78 | $382K | +6,899 | +0.7% | |
| 8 | LDOS | 2.90% | 261,090 | $49M | $188.96 | $8M | -383 | -0.1% | |
| 9 | AVEM | 2.87% | 649,487 | $49M | $75.11 | $5M | +4,245 | +0.7% | |
| 10 | ABBV | 2.60% | 190,852 | $44M | $231.54 | $9M | +93 | +0.1% | |
| 11 | MELI | 2.34% | 17,034 | $40M | $2,336.94 | -$5M | -10 | -0.1% | |
| 12 | DHI | 2.31% | 231,755 | $39M | $169.47 | $9M | -244 | -0.1% | |
| 13 | GILD | 2.24% | 344,150 | $38M | $111.00 | $52K | +68 | +0.0% | |
| 14 | BBBI | 2.24% | 727,817 | $38M | $52.31 | $1M | +16,247 | +2.3% | |
| 15 | PSQO | 2.22% | 1,835,964 | $38M | $20.60 | $1M | +39,191 | +2.2% | |
| 16 | AMP | 2.22% | 76,915 | $38M | $491.25 | -$3M | -192 | -0.2% | |
| 17 | FITB | 2.20% | 842,055 | $38M | $44.55 | $3M | -1,799 | -0.2% | |
| 18 | CSCO | 2.10% | 522,351 | $36M | $68.42 | -$535K | -479 | -0.1% | |
| 19 | JSI | 2.02% | 658,133 | $34M | $52.27 | $261K | +9,344 | +1.4% | |
| 20 | MA | 2.02% | 60,418 | $34M | $568.81 | $322K | -165 | -0.3% | |
| 21 | LMT | 1.99% | 67,977 | $34M | $499.21 | $2M | — | — | |
| 22 | AAPL | 1.90% | 126,977 | $32M | $254.63 | $6M | -397 | -0.3% | |
| 23 | AVIV | 1.87% | 473,063 | $32M | $67.44 | $3M | +4,165 | +0.9% | |
| 24 | NVDA | 1.71% | 155,656 | $29M | $186.58 | $4M | -608 | -0.4% | |
| 25 | WMT | 1.62% | 267,060 | $28M | $103.06 | $1M | -3,555 | -1.3% | |
| 26 | UTHR | 1.57% | 63,880 | $27M | $419.21 | $8M | -44 | -0.1% | |
| 27 | GS | 1.55% | 33,057 | $26M | $796.35 | $3M | -10 | -0.0% | |
| 28 | TMO | 1.54% | 54,088 | $26M | $485.02 | $4M | +26 | +0.1% | |
| 29 | CDW | 1.47% | 157,533 | $25M | $159.28 | -$3M | -85 | -0.1% | |
| 30 | GNRC | 1.47% | 149,816 | $25M | $167.40 | $4M | +320 | +0.2% | |
| 31 | TPYP | 1.42% | 660,790 | $24M | $36.45 | $532K | +1,569 | +0.2% | |
| 32 | REGN | 1.37% | 41,431 | $23M | $562.28 | $1M | -157 | -0.4% | |
| 33 | GRMN | 1.35% | 93,102 | $23M | $246.22 | $3M | -227 | -0.2% | |
| 34 | AVDV | 1.34% | 255,233 | $23M | $89.03 | $3M | +2,625 | +1.0% | |
| 35 | VRTX | 1.27% | 55,297 | $22M | $391.64 | -$3M | +105 | +0.2% | |
| 36 | DKNG | 1.19% | 542,137 | $20M | $37.40 | -$3M | +1,475 | +0.3% | |
| 37 | IBTI | 1.19% | 903,291 | $20M | $22.39 | -$73K | -4,264 | -0.5% | |
| 38 | IBTJ | 1.17% | 904,871 | $20M | $21.95 | $67K | +1,631 | +0.2% | |
| 39 | XBB | 1.15% | 475,156 | $20M | $41.34 | $544K | +11,386 | +2.5% | |
| 40 | LHX | 1.14% | 63,637 | $19M | $305.41 | $4M | +218 | +0.3% | |
| 41 | SHYG | 1.12% | 441,503 | $19M | $43.30 | $301K | +5,331 | +1.2% | |
| 42 | IGSB | 1.06% | 340,653 | $18M | $53.03 | $138K | +870 | +0.3% | |
| 43 | LOW | 1.03% | 69,495 | $17M | $251.31 | $2M | -362 | -0.5% | |
| 44 | UBER | 1.01% | 176,307 | $17M | $97.97 | $939K | +1,237 | +0.7% | |
| 45 | ON | 0.88% | 302,204 | $15M | $49.31 | -$866K | +1,361 | +0.5% | |
| 46 | IMTM | 0.67% | 239,136 | $11M | $47.88 | $472K | -1,138 | -0.5% | |
| 47 | GSIE | 0.66% | 273,068 | $11M | $41.11 | $369K | -675 | -0.2% | |
| 48 | VSLU | 0.53% | 211,130 | $9M | $42.69 | $836K | +2,261 | +1.1% | |
| 49 | RSP | 0.48% | 42,777 | $8M | $189.70 | $511K | +937 | +2.2% | |
| 50 | HD | 0.42% | 17,843 | $7M | $405.19 | $698K | +27 | +0.1% | |
| 51 | GOOGL | 0.36% | 25,379 | $6M | $243.10 | $2M | — | — | |
| 52 | JKHY | 0.36% | 40,631 | $6M | $148.93 | -$1M | — | — | |
| 53 | FV | 0.34% | 93,574 | $6M | $61.92 | $208K | -695 | -0.7% | |
| 54 | KMB | 0.32% | 43,131 | $5M | $124.34 | -$198K | — | — | |
| 55 | JNJ | 0.28% | 25,343 | $5M | $185.42 | $770K | -382 | -1.5% | |
| 56 | BDX | 0.25% | 22,765 | $4M | $187.17 | $294K | -267 | -1.2% | |
| 57 | CBSH | 0.25% | 70,554 | $4M | $59.76 | -$212K | -680 | -0.9% | |
| 58 | GBIL | 0.20% | 33,792 | $3M | $100.23 | -$174K | -1,765 | -5.0% | |
| 59 | PG | 0.19% | 20,913 | $3M | $153.65 | -$119K | — | — | |
| 60 | JPM | 0.16% | 8,826 | $3M | $315.43 | $162K | -217 | -2.4% | |
| 61 | MSFT | 0.15% | 4,928 | $3M | $517.95 | $3K | -197 | -3.8% | |
| 62 | RTX | 0.13% | 13,443 | $2M | $167.32 | $286K | — | — | |
| 63 | AMZN | 0.12% | 9,621 | $2M | $219.57 | $24K | +100 | +1.1% | |
| 64 | CL | 0.12% | 26,200 | $2M | $79.94 | -$287K | — | — | |
| 65 | BRK-B | 0.12% | 4,054 | $2M | $502.74 | -$4K | -150 | -3.6% | |
| 66 | IEI | 0.12% | 16,814 | $2M | $119.51 | -$18K | -212 | -1.2% | |
| 67 | GEM | 0.11% | 47,205 | $2M | $40.73 | $162K | -105 | -0.2% | |
| 68 | PEP | 0.11% | 13,586 | $2M | $140.44 | $114K | — | — | |
| 69 | XOM | 0.11% | 16,729 | $2M | $112.75 | $75K | -76 | -0.5% | |
| 70 | IBTK | 0.11% | 90,995 | $2M | $19.88 | -$158K | -8,115 | -8.2% | |
| 71 | SPY | 0.11% | 2,691 | $2M | $666.20 | $92K | -62 | -2.2% | |
| 72 | AMGN | 0.10% | 6,224 | $2M | $282.20 | $19K | — | — | |
| 73 | PH | 0.10% | 2,250 | $2M | $758.15 | $134K | — | — | |
| 74 | PAYX | 0.10% | 12,887 | $2M | $126.76 | -$241K | — | — | |
| 75 | HIW | 0.09% | 48,007 | $2M | $31.82 | $35K | — | — | |
| 76 | COST | 0.08% | 1,390 | $1M | $925.63 | -$389K | -303 | -17.9% | |
| 77 | UMBF | 0.07% | 10,729 | $1M | $118.35 | $142K | — | — | |
| 78 | ADP | 0.07% | 4,175 | $1M | $293.50 | -$139K | -250 | -5.7% | |
| 79 | CAT | 0.07% | 2,565 | $1M | $477.15 | $228K | — | — | |
| 80 | AVGO | 0.07% | 3,660 | $1M | $329.91 | $199K | — | — | |
| 81 | IVV | 0.07% | 1,775 | $1M | $669.44 | $95K | +15 | +0.8% | |
| 82 | IBM | 0.07% | 4,200 | $1M | $282.16 | -$53K | — | — | |
| 83 | ITOT | 0.07% | 8,127 | $1M | $145.65 | $227K | +1,046 | +14.8% | |
| 84 | HTH | 0.06% | 33,100 | $1M | $33.42 | $102K | — | — | |
| 85 | JMBS | 0.06% | 22,625 | $1M | $45.67 | $14K | — | — | |
| 86 | IWF | 0.06% | 2,175 | $1M | $468.41 | $95K | — | — | |
| 87 | MCD | 0.06% | 3,188 | $969K | $303.89 | $37K | — | — | |
| 88 | IRM | 0.06% | 9,454 | $964K | $101.94 | -$5K | +9 | +0.1% | |
| 89 | ORCL | 0.06% | 3,364 | $946K | $281.24 | $211K | — | — | |
| 90 | JBBB | 0.06% | 19,585 | $943K | $48.17 | -$231K | -4,775 | -19.6% | |
| 91 | PNC | 0.05% | 4,546 | $913K | $200.93 | $66K | — | — | |
| 92 | TSLA | 0.05% | 2,010 | $894K | $444.72 | $355K | +315 | +18.6% | |
| 93 | GHYB | 0.05% | 19,152 | $879K | $45.87 | -$231K | -5,300 | -21.7% | |
| 94 | META | 0.05% | 1,146 | $842K | $734.38 | -$6K | -2 | -0.2% | |
| 95 | QCOM | 0.05% | 4,994 | $831K | $166.36 | $35K | — | — | |
| 96 | LMBS | 0.05% | 16,605 | $827K | $49.79 | -$341K | -7,105 | -30.0% | |
| 97 | DE | 0.05% | 1,768 | $808K | $457.26 | -$91K | — | — | |
| 98 | KO | 0.05% | 11,716 | $777K | $66.32 | -$52K | — | — | |
| 99 | PM | 0.05% | 4,736 | $768K | $162.20 | -$103K | -46 | -1.0% | |
| 100 | BRK-A | 0.04% | 1 | $754K | $754,200.00 | $25K | — | — |