Atwood & Palmer Inc Purchases in Q3 2025

Atwood & Palmer Inc

  • $1.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
93
+ 0.05%
$184.85 - $231.54 $17.2K - $21.5K
191K $44.2M
AVEM
American Centy ETF Tr Avantis

ETFs
4.25K
+ 0.66%
$68.33 - $75.41 $290K - $320K
649K $48.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 0.05%
$404.94 - $499.99 $10.5K - $13K
54.1K $26.2M
AVDE
American Centy ETF Tr Avantis

ETFs
4.79K
+ 0.65%
$73.24 - $79.04 $350K - $378K
736K $58.1M
GNRC
Generac Holdings Inc.

Industrials
320
+ 0.21%
$146.61 - $202.85 $46.9K - $64.9K
150K $25.1M
LHX
L3 Harris Technologies, Inc.

Industrials
218
+ 0.34%
$252.18 - $305.41 $55K - $66.6K
63.6K $19.4M
AVIV
American Centy ETF Tr Avantis
4.17K
+ 0.89%
$61.83 - $67.44 $258K - $281K
473K $31.9M
AVDV
American Centy ETF Tr Avantis

ETFs
2.63K
+ 1.04%
$79.24 - $89.03 $208K - $234K
255K $22.7M
UBER
Uber Technologies, Inc

Technology
1.24K
+ 0.71%
$86.91 - $99.57 $108K - $123K
176K $17.3M
VSLU
ETF Opportunities Tr Applied F
2.26K
+ 1.08%
$39.14 - $42.99 $88.5K - $97.2K
211K $9.01M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
11.4K
+ 2.46%
$40.67 - $41.47 $463K - $472K
475K $19.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
937
+ 2.24%
$181.56 - $190.33 $170K - $178K
42.8K $8.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.96K
+ 0.75%
$82.38 - $83.0 $408K - $411K
665K $55.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.9K
+ 0.65%
$50.53 - $50.82 $349K - $351K
1.06M $54M
TSLA
Tesla, Inc.

Consumer Cyclical
315
+ 18.58%
$293.94 - $444.72 $92.6K - $140K
2.01K $893K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.33K
+ 1.22%
$42.75 - $43.37 $228K - $231K
442K $19.1M
CAH
Cardinal Health Inc

Healthcare
1.81K
+ 465.81%
$146.04 - $167.63 $265K - $304K
2.2K $345K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.05K
+ 14.77%
$135.0 - $146.02 $141K - $153K
8.13K $1.18M
AGL
Agilon Health, Inc.

Healthcare
210K
New
$0.86 - $2.43 $181K - $510K
210K $216K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
870
+ 0.26%
$52.39 - $53.11 $45.6K - $46.2K
341K $18.1M
AVLV
American Centy ETF Tr Avantis
1.6K
+ 83.31%
$68.33 - $72.69 $109K - $116K
3.51K $253K
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 0.85%
$620.67 - $670.08 $9.31K - $10.1K
1.78K $1.19M
EFG
Msci Eafe Growth ETF

ETFs
737
+ 387.89%
$106.99 - $114.46 $78.9K - $84.4K
927 $105K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 569.66%
$55.61 - $57.37 $74.1K - $76.5K
1.57K $89K
KEMX
Kraneshares Tr

ETFs
2.17K
+ 1852.14%
$31.99 - $35.08 $69.3K - $76K
2.28K $79K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.63K
+ 0.18%
$21.68 - $22.04 $35.4K - $35.9K
905K $19.9M
BX
Blackstone Inc.

Financial Services
18
+ 0.58%
$152.77 - $188.68 $2.75K - $3.4K
3.12K $532K
VUG
Vanguard Growth ETF

ETFs
89
+ 19.35%
$433.97 - $484.08 $38.6K - $43.1K
549 $263K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
737
New
$78.88 - $85.2 $58.1K - $62.8K
737 $61K
AVUV
American Centy ETF Tr Avantis

ETFs
602
New
$90.37 - $102.12 $54.4K - $61.5K
602 $59K
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 0.02%
$108.22 - $120.47 $7.36K - $8.19K
344K $38.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
533
New
$87.07 - $93.06 $46.4K - $49.6K
533 $48K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
505
New
$87.69 - $96.0 $44.3K - $48.5K
505 $47K
GE
General Electric CO

Industrials
1
+ 0.11%
$244.75 - $305.63 $245 - $306
945 $284K
GALT
Galectin Therapeutics Inc

Healthcare
10K
New
$2.09 - $5.37 $20.9K - $53.7K
10K $41K
LYV
Live Nation Entertainment, Inc.

Communication Services
200
New
$143.56 - $174.06 $28.7K - $34.8K
200 $32K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.05%
$211.65 - $238.24 $21.2K - $23.8K
9.62K $2.11M
RXST
Rx Sight, Inc.

Healthcare
2.6K
New
$6.65 - $13.14 $17.3K - $34.2K
2.6K $23K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
322
New
$68.24 - $73.73 $22K - $23.7K
322 $23K
BCS
Barclays PLC

Financial Services
38
+ 0.54%
$17.88 - $21.05 $679 - $800
7.04K $145K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.07%
$108.46 - $120.63 $108 - $121
1.5K $178K
VTV
Vanguard Value ETF

ETFs
69
+ 30.4%
$175.51 - $186.57 $12.1K - $12.9K
296 $55K
IAU
Ishares Gold Trust

ETFs
200
New
$61.62 - $72.77 $12.3K - $14.6K
200 $14K
F
Ford Motor CO

Consumer Cyclical
685
New
$10.82 - $12.09 $7.41K - $8.28K
685 $8K
SCHV
Schwab Strategic Tr Us Large C

ETFs
270
New
$27.61 - $29.15 $7.45K - $7.87K
270 $7K
IWS
Ishares Russell Midcap Value E

ETFs
40
New
$132.83 - $140.61 $5.31K - $5.62K
40 $5K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
53
New
$94.17 - $99.95 $4.99K - $5.3K
53 $5K
VOT
Vanguard Mid Cap Growth Index

ETFs
20
New
$282.75 - $294.19 $5.66K - $5.88K
20 $5K
VBK
Vanguard Small Cap Growth ETF

ETFs
14
New
$276.51 - $305.12 $3.87K - $4.27K
14 $4K
Activity Summary
Buys All Purchases 80 New Holdings 27 Increased Positions 53 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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