Atwood & Palmer Inc Portfolio Holdings
Atwood & Palmer Inc
- $1.41 Billion
- Q1 2025
Atwood & Palmer Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 441 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $62M, American Centy ETF Tr Avantis with a value of $47.5M, Janus Detroit Str Tr Janus Hen with a value of $46.8M, Ishares Barclays 1 3 Year Trea with a value of $46.4M, and Abb Vie Inc. with a value of $40.1M.
Examining the 13F form we can see an decrease of $27.1M in the current position value, from $1.43B to 1.41B.
Below you can find more details about Atwood & Palmer Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.41 Billion
ETFs: $447 Million
Technology: $243 Million
Healthcare: $215 Million
Financial Services: $136 Million
Industrials: $111 Million
Consumer Cyclical: $107 Million
Communication Services: $43.1 Million
Consumer Defensive: $42.2 Million
Other: $8.3 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 441
- Current Value $1.41 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 19 stocks
- Additional Purchases 71 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks