Asset Manager
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ATWOOD & PALMER INC
4520 MADISON AVE SUITE 200, KANSAS CITY, MO 64111 • 8169312266
Market Value
$1.8B
+3.4%
Holdings
497
-34
New Purchases
14
Added To
72
Closed
17
Reduced
56
Top 10 Concentration
33.0%
Turnover
6.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOG | 4.34% | 3.54% | +0.80% | $76M |
| HLI | 0.69% | 0.00% | +0.69% | $12M |
| REGN | 1.83% | 1.37% | +0.47% | $32M |
| CBC | 0.40% | 0.00% | +0.40% | $7M |
| TMO | 1.78% | 1.54% | +0.24% | $31M |
| GILD | 2.44% | 2.24% | +0.20% | $43M |
| UTHR | 1.76% | 1.57% | +0.19% | $31M |
| CSCO | 2.28% | 2.10% | +0.18% | $40M |
| VRTX | 1.43% | 1.27% | +0.15% | $25M |
| AVDE | 3.54% | 3.41% | +0.13% | $62M |
| AVIV | 1.98% | 1.87% | +0.10% | $35M |
| GS | 1.65% | 1.55% | +0.10% | $29M |
| AVDV | 1.42% | 1.34% | +0.08% | $25M |
| WMT | 1.69% | 1.62% | +0.07% | $30M |
| GOOGL | 0.43% | 0.36% | +0.07% | $8M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| URI | 2.69% | 3.21% | -0.52% | $47M |
| MELI | 1.97% | 2.34% | -0.36% | $35M |
| DHI | 1.95% | 2.31% | -0.36% | $34M |
| PLTR | 4.49% | 4.83% | -0.34% | $79M |
| GRMN | 1.07% | 1.35% | -0.27% | $19M |
| CDW | 1.22% | 1.47% | -0.25% | $22M |
| GNRC | 1.22% | 1.47% | -0.25% | $22M |
| LDOS | 2.66% | 2.90% | -0.23% | $47M |
| UBER | 0.83% | 1.01% | -0.19% | $15M |
| DKNG | 1.06% | 1.19% | -0.13% | $19M |
| LMT | 1.87% | 1.99% | -0.13% | $33M |
| NVDA | 1.59% | 1.71% | -0.11% | $28M |
| TPYP | 1.33% | 1.42% | -0.08% | $23M |
| MA | 1.94% | 2.02% | -0.08% | $34M |
| KMB | 0.24% | 0.32% | -0.08% | $4M |
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 | 64 | $452M | 25.7% |
| Large Cap | 303 | $919M | 52.3% |
| Mid Cap | 69 | $78M | 4.4% |
| Small Cap | 43 | $230M | 13.1% |
| Micro Cap | 18 | $80M | 4.5% |
Portfolio Analytics
Avg Market Cap
$151.5B
Median Market Cap
$37.4B
Avg P/E
32.3
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
362
# ETFs / Funds
135
Top Holdings (497 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | 4.49% | 444,613 | $79M | $177.75 | -$3M | -5,767 | -1.3% | |
| 2 | GOOG | 4.34% | 243,574 | $76M | $313.80 | $16M | -3,971 | -1.6% | |
| 3 | AVDE | 3.54% | 757,012 | $62M | $82.32 | $4M | +20,900 | +2.8% | |
| 4 | JEMB | 3.36% | 1,102,583 | $59M | $53.67 | $3M | +41,500 | +3.9% | |
| 5 | SHY | 3.27% | 694,971 | $58M | $82.82 | $2M | +29,736 | +4.5% | |
| 6 | JAAA | 3.18% | 1,106,508 | $56M | $50.58 | $2M | +42,252 | +4.0% | |
| 7 | AVEM | 2.91% | 664,423 | $51M | $77.02 | $2M | +14,936 | +2.3% | |
| 8 | URI | 2.69% | 58,396 | $47M | $809.32 | -$7M | +1,229 | +2.1% | |
| 9 | LDOS | 2.66% | 259,898 | $47M | $180.40 | -$2M | -1,192 | -0.5% | |
| 10 | ABBV | 2.52% | 194,376 | $44M | $228.49 | $223K | +3,524 | +1.9% | |
| 11 | GILD | 2.44% | 349,835 | $43M | $122.74 | $5M | +5,685 | +1.6% | |
| 12 | CSCO | 2.28% | 521,778 | $40M | $77.03 | $4M | -573 | -0.1% | |
| 13 | FITB | 2.25% | 843,928 | $40M | $46.81 | $2M | +1,873 | +0.2% | |
| 14 | PSQO | 2.23% | 1,901,096 | $39M | $20.62 | $1M | +65,132 | +3.5% | |
| 15 | BBBI | 2.22% | 752,065 | $39M | $52.04 | $1M | +24,248 | +3.3% | |
| 16 | AMP | 2.15% | 77,062 | $38M | $490.34 | $2K | +147 | +0.2% | |
| 17 | JSI | 2.02% | 684,089 | $36M | $52.06 | $1M | +25,956 | +3.9% | |
| 18 | AVIV | 1.98% | 488,185 | $35M | $71.23 | $3M | +15,122 | +3.2% | |
| 19 | MELI | 1.97% | 17,244 | $35M | $2,014.26 | -$5M | +210 | +1.2% | |
| 20 | DHI | 1.95% | 237,871 | $34M | $144.03 | -$5M | +6,116 | +2.6% | |
| 21 | MA | 1.94% | 59,825 | $34M | $570.88 | -$214K | -593 | -1.0% | |
| 22 | AAPL | 1.94% | 125,566 | $34M | $271.86 | $2M | -1,411 | -1.1% | |
| 23 | LMT | 1.87% | 67,977 | $33M | $483.67 | -$1M | — | — | |
| 24 | REGN | 1.83% | 41,817 | $32M | $771.86 | $9M | +386 | +0.9% | |
| 25 | TMO | 1.78% | 54,177 | $31M | $579.45 | $5M | +89 | +0.2% | |
| 26 | UTHR | 1.76% | 63,532 | $31M | $487.25 | $4M | -348 | -0.5% | |
| 27 | WMT | 1.69% | 266,961 | $30M | $111.41 | $2M | -99 | -0.0% | |
| 28 | GS | 1.65% | 32,998 | $29M | $879.00 | $3M | -59 | -0.2% | |
| 29 | NVDA | 1.59% | 150,179 | $28M | $186.50 | -$1M | -5,477 | -3.5% | |
| 30 | VRTX | 1.43% | 55,392 | $25M | $453.36 | $3M | +95 | +0.2% | |
| 31 | AVDV | 1.42% | 265,035 | $25M | $93.97 | $2M | +9,802 | +3.8% | |
| 32 | TPYP | 1.33% | 664,650 | $23M | $35.29 | -$628K | +3,860 | +0.6% | |
| 33 | CDW | 1.22% | 158,137 | $22M | $136.20 | -$4M | +604 | +0.4% | |
| 34 | GNRC | 1.22% | 157,908 | $22M | $136.37 | -$4M | +8,092 | +5.4% | |
| 35 | IBTI | 1.17% | 924,092 | $21M | $22.37 | $447K | +20,801 | +2.3% | |
| 36 | IBTJ | 1.16% | 927,395 | $20M | $21.95 | $485K | +22,524 | +2.5% | |
| 37 | XBB | 1.14% | 486,275 | $20M | $41.14 | $362K | +11,119 | +2.3% | |
| 38 | SHYG | 1.10% | 449,928 | $19M | $42.87 | $171K | +8,425 | +1.9% | |
| 39 | GRMN | 1.07% | 93,030 | $19M | $202.85 | -$4M | -72 | -0.1% | |
| 40 | LHX | 1.07% | 63,968 | $19M | $293.57 | -$656K | +331 | +0.5% | |
| 41 | DKNG | 1.06% | 542,987 | $19M | $34.46 | -$2M | +850 | +0.2% | |
| 42 | IGSB | 1.05% | 348,920 | $18M | $52.88 | $386K | +8,267 | +2.4% | |
| 43 | LOW | 0.96% | 69,710 | $17M | $241.16 | -$654K | +215 | +0.3% | |
| 44 | ON | 0.93% | 303,696 | $16M | $54.15 | $2M | +1,492 | +0.5% | |
| 45 | UBER | 0.83% | 177,690 | $15M | $81.71 | -$3M | +1,383 | +0.8% | |
| 46 | HLI | 0.69% | 69,960 | $12M | $174.19 | — | +69,960 | — | NEW |
| 47 | GSIE | 0.66% | 269,621 | $12M | $42.94 | $352K | -3,447 | -1.3% | |
| 48 | IMTM | 0.64% | 236,042 | $11M | $47.97 | -$127K | -3,094 | -1.3% | |
| 49 | VSLU | 0.53% | 212,589 | $9M | $44.26 | $396K | +1,459 | +0.7% | |
| 50 | RSP | 0.46% | 42,275 | $8M | $191.56 | -$17K | -502 | -1.2% | |
| 51 | GOOGL | 0.43% | 24,432 | $8M | $313.00 | $1M | -947 | -3.7% | |
| 52 | JKHY | 0.42% | 40,631 | $7M | $182.48 | $1M | — | — | |
| 53 | CBC | 0.40% | 295,050 | $7M | $24.12 | — | +295,050 | — | NEW |
| 54 | HD | 0.35% | 17,844 | $6M | $344.10 | -$1M | +1 | +0.0% | |
| 55 | FV | 0.33% | 91,999 | $6M | $62.92 | -$6K | -1,575 | -1.7% | |
| 56 | JNJ | 0.30% | 25,128 | $5M | $206.95 | $501K | -215 | -0.8% | |
| 57 | BDX | 0.25% | 22,547 | $4M | $194.07 | $115K | -218 | -1.0% | |
| 58 | KMB | 0.24% | 41,666 | $4M | $100.89 | -$1M | -1,465 | -3.4% | |
| 59 | CBSH | 0.22% | 72,279 | $4M | $52.34 | -$433K | +1,725 | +2.4% | |
| 60 | GBIL | 0.19% | 33,792 | $3M | $99.94 | -$10K | — | — | |
| 61 | PG | 0.17% | 20,563 | $3M | $143.31 | -$266K | -350 | -1.7% | |
| 62 | JPM | 0.16% | 8,837 | $3M | $322.21 | $63K | +11 | +0.1% | |
| 63 | RTX | 0.14% | 13,443 | $2M | $183.39 | $216K | — | — | |
| 64 | MSFT | 0.13% | 4,702 | $2M | $483.62 | -$278K | -226 | -4.6% | |
| 65 | AMZN | 0.12% | 9,177 | $2M | $230.82 | $6K | -444 | -4.6% | |
| 66 | CL | 0.12% | 26,200 | $2M | $79.02 | -$24K | — | — | |
| 67 | AMGN | 0.12% | 6,224 | $2M | $327.31 | $281K | — | — | |
| 68 | XOM | 0.11% | 16,729 | $2M | $120.34 | $127K | — | — | |
| 69 | BRK-B | 0.11% | 4,004 | $2M | $502.65 | -$25K | -50 | -1.2% | |
| 70 | PH | 0.11% | 2,250 | $2M | $878.96 | $272K | — | — | |
| 71 | IEI | 0.11% | 16,419 | $2M | $119.35 | -$50K | -395 | -2.4% | |
| 72 | PEP | 0.11% | 13,586 | $2M | $143.52 | $42K | — | — | |
| 73 | GEM | 0.11% | 46,701 | $2M | $41.62 | $21K | -504 | -1.1% | |
| 74 | SPY | 0.10% | 2,692 | $2M | $681.93 | $43K | +1 | +0.0% | |
| 75 | IBTK | 0.10% | 90,995 | $2M | $19.85 | -$3K | — | — | |
| 76 | LMBS | 0.09% | 30,825 | $2M | $49.99 | $714K | +14,220 | +85.6% | |
| 77 | CAT | 0.08% | 2,565 | $1M | $572.87 | $246K | — | — | |
| 78 | PAYX | 0.08% | 12,887 | $1M | $112.18 | -$188K | — | — | |
| 79 | IBM | 0.07% | 4,200 | $1M | $296.21 | $59K | — | — | |
| 80 | HIW | 0.07% | 48,007 | $1M | $25.82 | -$288K | — | — | |
| 81 | UMBF | 0.07% | 10,729 | $1M | $115.04 | -$36K | — | — | |
| 82 | IVV | 0.07% | 1,775 | $1M | $685.09 | $28K | — | — | |
| 83 | ITOT | 0.07% | 8,127 | $1M | $148.69 | $25K | — | — | |
| 84 | COST | 0.07% | 1,390 | $1M | $862.34 | -$88K | — | — | |
| 85 | HTH | 0.06% | 33,100 | $1M | $33.94 | $17K | — | — | |
| 86 | AVGO | 0.06% | 3,000 | $1M | $346.10 | -$169K | -660 | -18.0% | |
| 87 | JMBS | 0.06% | 22,625 | $1M | $45.69 | $453 | — | — | |
| 88 | ADP | 0.06% | 3,925 | $1M | $257.23 | -$216K | -250 | -6.0% | |
| 89 | IWF | 0.06% | 2,092 | $990K | $473.30 | -$29K | -83 | -3.8% | |
| 90 | MCD | 0.06% | 3,188 | $974K | $305.63 | $6K | — | — | |
| 91 | PNC | 0.05% | 4,546 | $949K | $208.73 | $35K | — | — | |
| 92 | JBBB | 0.05% | 19,585 | $934K | $47.70 | -$9K | — | — | |
| 93 | TSLA | 0.05% | 2,013 | $905K | $449.72 | $11K | +3 | +0.1% | |
| 94 | GHYB | 0.05% | 19,152 | $868K | $45.32 | -$11K | — | — | |
| 95 | QCOM | 0.05% | 4,994 | $854K | $171.05 | $23K | — | — | |
| 96 | DE | 0.05% | 1,768 | $823K | $465.57 | $15K | — | — | |
| 97 | KO | 0.05% | 11,416 | $798K | $69.91 | $21K | -300 | -2.6% | |
| 98 | IRM | 0.04% | 9,464 | $785K | $82.95 | -$179K | +10 | +0.1% | |
| 99 | CVX | 0.04% | 5,103 | $778K | $152.41 | $32K | +300 | +6.2% | |
| 100 | NEE | 0.04% | 9,616 | $772K | $80.28 | $46K | — | — |