Atwood & Palmer Inc Portfolio Holdings

Atwood & Palmer Inc

  • $1.43 Billion
  • Q4 2024

Atwood & Palmer Inc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $88.2M, Alphabet Inc. with a value of $46.9M, Janus Detroit Str Tr Janus Hen with a value of $44.9M, Ishares Barclays 1 3 Year Trea with a value of $44.4M, and American Centy ETF Tr Avantis with a value of $42.4M.

Examining the 13F form we can see an decrease of $15.6M in the current position value, from $1.45B to 1.43B.

Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Billion
ETFs: $433 Million
Technology: $268 Million
Healthcare: $212 Million
Financial Services: $150 Million
Industrials: $122 Million
Consumer Cyclical: $96.1 Million
Communication Services: $52.2 Million
Consumer Defensive: $42.8 Million
Other: $8.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$1.31 Million 0.09% of portfolio
4,491
Q4 2024 Added 0.36%
$229B
$1.16 Million 0.08% of portfolio
5,299
Q1 2024 Added 3.19%
$1.95B
$947,000 0.07% of portfolio
33,100
Q2 2022 Reduced 18.47%
$29.5B
$867,000 0.06% of portfolio
8,250
Q2 2022 Reduced 0.96%
$81.2B
$876,000 0.06% of portfolio
4,546
Q4 2024 Added 1.02%
$71B
$796,000 0.06% of portfolio
16,648
Q4 2024 Reduced 1.77%
$212B
$931,000 0.06% of portfolio
3,214
Q4 2024 Added 0.31%
$196B
$930,000 0.06% of portfolio
2,565
Q4 2024 Reduced 23.2%
$1.28T
$690,000 0.05% of portfolio
1,710
Q4 2023 Reduced 1.04%
$141B
$689,000 0.05% of portfolio
9,616
Q2 2024 Reduced 1.91%
$2.74B
$774,000 0.05% of portfolio
12,639
Q4 2024 Reduced 10.42%
$144B
$749,000 0.05% of portfolio
1,768
Q1 2024 Added 1.73%
$125B
$663,000 0.05% of portfolio
11,728
Q4 2024 Reduced 12.0%
$194B
$740,000 0.05% of portfolio
4,823
Q1 2024 Added 1.03%
$292B
$712,000 0.05% of portfolio
4,919
Q4 2024 Added 0.33%
$275B
$738,000 0.05% of portfolio
11,866
Q4 2024 Reduced 0.13%
$12.7B
$603,000 0.04% of portfolio
1,325
Q4 2024 Reduced 11.67%
$459B
$560,000 0.04% of portfolio
3,363
Q2 2024 Reduced 6.14%
$1.55T
$598,000 0.04% of portfolio
1,015
Q4 2024 Reduced 0.49%
$54.7B
$526,000 0.04% of portfolio
7,707
Q2 2024 Reduced 1.28%
$54.8B
$625,000 0.04% of portfolio
3,008
Q4 2023 Added 0.27%
$90.4B
$546,000 0.04% of portfolio
2,707
Q2 2022 Reduced 0.18%
$89.6B
$505,000 0.04% of portfolio
2,182
Q4 2024 Added 10.2%
$50.5B
$507,000 0.04% of portfolio
5,500
Q1 2020 Reduced 2.65%
$202B
$571,000 0.04% of portfolio
4,746
Q4 2024 Added 0.15%
$771B
$410,000 0.03% of portfolio
532
Q4 2024 Added 3.91%
$39.8B
$368,000 0.03% of portfolio
3,982
Q4 2024 Added 0.18%
$91.5B
$378,000 0.03% of portfolio
800
Q2 2022 Reduced 20.0%
$5.7B
$426,000 0.03% of portfolio
3,778
Q3 2023 Added 0.4%
$23B
$435,000 0.03% of portfolio
18,500
Q4 2023 Reduced 11.9%
$372B
$485,000 0.03% of portfolio
11,052
Q4 2024 Reduced 8.3%
$507B
$392,000 0.03% of portfolio
775
Q4 2024 Added 1.31%
$149B
$369,000 0.03% of portfolio
13,939
Q4 2024 Reduced 12.55%
$8.31B
$328,000 0.02% of portfolio
5,078
Q2 2023 Added 5.79%
$93.6B
$251,000 0.02% of portfolio
4,808
Q2 2024 Reduced 0.76%
$299B
$310,000 0.02% of portfolio
4,425
Q4 2024 Reduced 25.32%
$84.1B
$258,000 0.02% of portfolio
700
Q2 2024 Reduced 1.41%
$26.1B
$289,000 0.02% of portfolio
3,300
Q3 2023 Added 100.0%
$145B
$299,000 0.02% of portfolio
2,476
Q4 2024 Added 1.73%
$13.3B
$229,000 0.02% of portfolio
648
Q1 2024 Added 1.25%
$150B
$286,000 0.02% of portfolio
1,270
Q4 2024 Added 1.03%
$80B
$353,000 0.02% of portfolio
2,169
Q2 2023 Added 1.07%
$71.3B
$262,000 0.02% of portfolio
1,119
Q4 2024 Added 0.72%
$46.4B
$309,000 0.02% of portfolio
520
Q4 2024 Reduced 25.71%
$202B
$91,000 0.01% of portfolio
175
Q4 2024 Reduced 1.13%
$63.5B
$157,000 0.01% of portfolio
556
Q4 2023 Added 0.91%
$5.06B
$81,000 0.01% of portfolio
2,400
Q1 2022 Reduced 5.88%
$4.61B
$125,000 0.01% of portfolio
2,680
Q4 2024 New
$4.14B
$131,000 0.01% of portfolio
6,362
Q4 2018 New

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $1.43 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
Track This Portfolio

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email