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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.9 Million 3.13% of portfolio
884,506
Q4 2024 Added 6.45%
$0
$44.4 Million 3.09% of portfolio
541,631
Q4 2024 Added 6.97%
$0
$42.4 Million 2.95% of portfolio
690,441
Q4 2024 Added 6.29%
$0
$35.5 Million 2.48% of portfolio
604,139
Q4 2024 Added 4.58%
$0
$26.5 Million 1.85% of portfolio
512,838
Q4 2024 Added 3.13%
$0
$26.1 Million 1.82% of portfolio
261,250
Q4 2024 Added 0.03%
$0
$23.7 Million 1.65% of portfolio
1,083,810
Q4 2024 Added 7.32%
$0
$23.2 Million 1.62% of portfolio
1,089,552
Q4 2024 Added 7.49%
$0
$23.1 Million 1.61% of portfolio
444,847
Q4 2024 Added 5.54%
$0
$22.4 Million 1.56% of portfolio
657,312
Q4 2024 Added 2.25%
$0
$20.7 Million 1.44% of portfolio
1,078,973
Q4 2024 Added 5.81%
$0
$17.6 Million 1.23% of portfolio
225,943
Q4 2024 Reduced 4.95%
$0
$16.8 Million 1.17% of portfolio
377,314
Q4 2024 Added 1.01%
$0
$15.8 Million 1.1% of portfolio
242,753
Q4 2024 Added 11.29%
$0
$15.1 Million 1.05% of portfolio
306,229
Q4 2024 Reduced 4.35%
$0
$13.1 Million 0.92% of portfolio
269,846
Q4 2024 Added 18.12%
$0
$9.58 Million 0.67% of portfolio
256,068
Q4 2024 Reduced 15.77%
$0
$9.26 Million 0.65% of portfolio
293,724
Q4 2024 Reduced 15.5%
$0
$7.9 Million 0.55% of portfolio
133,843
Q4 2024 Reduced 3.49%
$0
$6.76 Million 0.47% of portfolio
184,819
Q4 2024 Reduced 1.19%
$0
$5.98 Million 0.42% of portfolio
34,127
Q4 2024 Added 0.35%
$0
$2.39 Million 0.17% of portfolio
47,600
Q4 2024 Reduced 1.04%
$0
$1.67 Million 0.12% of portfolio
52,360
Q4 2024 Reduced 15.14%
$0
$1.77 Million 0.12% of portfolio
15,275
Q4 2024 Added 483.46%
$0
$1.25 Million 0.09% of portfolio
2,122
Q1 2024 Reduced 15.56%
$0
$1.32 Million 0.09% of portfolio
2,246
Q4 2024 Reduced 0.35%
$0
$1.11 Million 0.08% of portfolio
25,170
Q4 2024 Added 646.88%
$0
$1.02 Million 0.07% of portfolio
2,550
Q4 2024 Added 9.25%
$0
$970,000 0.07% of portfolio
8,818
Q3 2024 Added 6.04%
$0
$910,000 0.06% of portfolio
7,081
Q1 2024 Reduced 29.49%
$0
$744,000 0.05% of portfolio
12,450
Q4 2024 Reduced 3.3%
$0
$694,000 0.05% of portfolio
13,777
Q4 2024 Reduced 3.5%
$0
$511,000 0.04% of portfolio
10,460
Q3 2024 Reduced 20.52%
$0
$535,000 0.04% of portfolio
10,625
Q3 2023 Added 93.18%
$0
$376,000 0.03% of portfolio
1,300
Q2 2022 Reduced 3.7%
$0
$256,000 0.02% of portfolio
4,900
Q3 2023 Reduced 7.55%
$0
$269,000 0.02% of portfolio
6,635
Q2 2024 New
$0
$282,000 0.02% of portfolio
4,530
Q4 2024 Added 6.84%
$0
$222,000 0.02% of portfolio
4,450
Q3 2024 Reduced 26.14%
$0
$285,000 0.02% of portfolio
5,691
Q2 2024 New
$0
$228,000 0.02% of portfolio
1,234
Q4 2022 New
$0
$154,000 0.01% of portfolio
1,338
Q2 2024 Added 3.56%
$0
$138,000 0.01% of portfolio
1,271
Q3 2023 Reduced 46.39%
$0
$87,000 0.01% of portfolio
172
Q4 2024 Reduced 4.44%
$0
$89,000 0.01% of portfolio
658
Q3 2023 Reduced 57.77%
$0
$88,000 0.01% of portfolio
539
Q2 2024 Reduced 15.65%
$0
$102,000 0.01% of portfolio
4,233
Q3 2024 Reduced 50.5%
$0
$100,000 0.01% of portfolio
3,197
Q4 2024 Added 96.74%
$0
$212,000 0.01% of portfolio
5,090
Q3 2023 Reduced 10.94%

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
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