Atwood--Palmer

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARES",
  "GFL.TO",
  "FLEX",
  "MPWR",
  "ODD",
  "PLMR",
  null,
  null,
  null,
  "FLO",
  "HUM",
  null,
  "RF",
  "ONON",
  "ACN",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  "RIG",
  "AXP",
  null,
  "ASML",
  "BLK",
  "ENR",
  null,
  "ADX",
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  "AVEM",
  "CP.TO",
  "FMS",
  null,
  null,
  null,
  "BSX",
  "HRB",
  null,
  null,
  "LINE",
  "NMRK",
  "DUK",
  "D",
  "NICE",
  null,
  "ERJ",
  "RL",
  null,
  null,
  null,
  "FCX",
  "FITB",
  "DDD",
  "THRD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "EVTV",
  "FBIN",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "HPK",
  "GSIE",
  "AMAT",
  "EMR",
  "NBIX",
  "META",
  null,
  null,
  "MNKD",
  "MBIN",
  "STIM",
  "NUTX",
  "IVW",
  "PSBD",
  "IJH",
  null,
  null,
  "WKHS",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  "MMC",
  "TLRY",
  null,
  "PWR",
  null,
  "MA",
  "UI",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  null,
  "GE",
  null,
  "NTRS",
  "HEI",
  "HOLX",
  "OXY",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  null,
  "PCAR",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  "VHT",
  "AMH",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  null,
  "REGN",
  "IEFA",
  "SPGI",
  null,
  null,
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "SLQT",
  "OGE",
  "MRNA",
  "SCHW",
  "UMBF",
  "EPC",
  "VWO",
  null,
  null,
  null,
  "NJR",
  null,
  "TY",
  null,
  "EME",
  "VIG",
  "TRGP",
  null,
  "TXT",
  "TSCO",
  "NXT",
  "ULTA",
  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  null,
  "ETR",
  "GRWG",
  "VRTX",
  "EW",
  "TT",
  "SAIA",
  "SRPT",
  "TCBI",
  "ADSK",
  "ACGL",
  "AFL",
  "TKR",
  "AXON",
  "SDY",
  "FI",
  "WAB",
  "IP",
  "GNRC",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IR",
  "CAH",
  "AEP",
  "EFSC",
  "FTRE",
  "HTH",
  "GTY",
  null,
  "INO",
  "EEFT",
  null,
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NIO",
  "CMS",
  "HCA",
  "PFG",
  "LUV",
  null,
  "DKNG",
  "ACM",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VOOG",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTRS",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WMB",
  "WH",
  null,
  "GRMN",
  "POST",
  null,
  "ET",
  "BIIB",
  null,
  "HIW",
  "JKHY",
  "JCI",
  "NXPI",
  "LH",
  "ESLT",
  "EMBC",
  null,
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "PENN",
  "RBLX",
  "SCI",
  null,
  "RDDT",
  "SHAK",
  "SEE",
  "SPOT",
  null,
  "TNL",
  null,
  "GEV",
  "MELI",
  "MCK",
  "SPYV",
  "GWW",
  null,
  "FDX",
  "AME",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "BANC",
  "BK",
  "BRK-B",
  "BDX",
  "BRBR",
  "BHF",
  "BMY",
  "CFFN",
  "CARR",
  "CRGX",
  "CDW",
  "CNP",
  "CVX",
  "CB",
  "CMG",
  "CNK",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CBSH",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  "RSP",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "MLM",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 441
Total Value: 1441701232
Accession Number: 0001044929-25-000005
Form Type: 13F-HR
CIK: atwood--palmer
Manager Name: Atwood--Palmer

Data Enrichment

83% identified

367 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

441 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 23

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NOVO NORDISK A S

NVO|670100205

Shares:559

Value:$38.8K

% of Portfolio:0.0% ($38.8K/$1.4B)

DOW INC.

DOW|260557103

Shares:1.1K

Value:$38.4K

% of Portfolio:0.0% ($38.4K/$1.4B)

Motorola Solutions, Inc.

MSI|620076307

Shares:85

Value:$37.2K

% of Portfolio:0.0% ($37.2K/$1.4B)

78467V848

Shares:922

Value:$37.1K

% of Portfolio:0.0% ($37.1K/$1.4B)

464287309

IVW|464287309

Shares:396

Value:$36.8K

% of Portfolio:0.0% ($36.8K/$1.4B)

78468R663

Shares:400

Value:$36.7K

% of Portfolio:0.0% ($36.7K/$1.4B)

46138J817

Shares:1.6K

Value:$35.7K

% of Portfolio:0.0% ($35.7K/$1.4B)

Eaton Corp plc

ETN|G29183103

Shares:131

Value:$35.6K

% of Portfolio:0.0% ($35.6K/$1.4B)

464288687

Shares:1.1K

Value:$35.0K

% of Portfolio:0.0% ($35.0K/$1.4B)

AFLAC INC

AFL|001055102

Shares:315

Value:$35.0K

% of Portfolio:0.0% ($35.0K/$1.4B)

DEXCOM INC

DXCM|252131107

Shares:500

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$1.4B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:247

Value:$34.0K

% of Portfolio:0.0% ($34.0K/$1.4B)

OGE ENERGY CORP.

OGE|670837103

Shares:720

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$1.4B)

EURONET WORLDWIDE, INC.

EEFT|298736109

Shares:300

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$1.4B)

92204A504

VHT|92204A504

Shares:121

Value:$32.0K

% of Portfolio:0.0% ($32.0K/$1.4B)

33734X101

Shares:545

Value:$31.6K

% of Portfolio:0.0% ($31.6K/$1.4B)

H&R BLOCK INC

HRB|093671105

Shares:570

Value:$31.3K

% of Portfolio:0.0% ($31.3K/$1.4B)

922908363

VOO|922908363

Shares:61

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$1.4B)

EDGEWELL PERSONAL CARE Co

EPC|28035Q102

Shares:1.0K

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$1.4B)

ALLSTATE CORP

ALL|020002101

Shares:150

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	559	QoQ 0.00% (-0) YoY +39.75% (-159)	All Managers (Combined)	$38.8K	0.0% ($38.8K/$1.4B)	QoQ -19.27% (-$9.3K) YoY -24.42% (-$12.5K)
DOW INC.(DOWcusip260557103)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$38.4K	0.0% ($38.4K/$1.4B)	QoQ -12.98% (-$5.7K) YoY -39.72% (-$25.3K)
Motorola Solutions, Inc.(MSIcusip620076307)	85	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$37.2K	0.0% ($37.2K/$1.4B)	QoQ -5.28% (-$2.1K) YoY +23.33% (+$7.0K)
(cusip78467V848)✕	922	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.1K	0.0% ($37.1K/$1.4B)	QoQ +2.28% (+$830) YoY +0.59% (+$221)
(IVWcusip464287309)	396	QoQ 0.00% (-0) YoY NEW(+396)	All Managers (Combined)	$36.8K	0.0% ($36.8K/$1.4B)	QoQ -8.56% (-$3.4K) YoY NEW(+$36.8K)
(cusip78468R663)✕	400	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$36.7K	0.0% ($36.7K/$1.4B)	QoQ +0.32% (+$120) YoY -0.07% (-$28)
(cusip46138J817)✕	1.6K	QoQ 0.00% (-0) YoY -74.79% (-4.6K)	All Managers (Combined)	$35.7K	0.0% ($35.7K/$1.4B)	QoQ -0.08% (-$31) YoY -74.68% (-$105.4K)
Eaton Corp plc(ETNcusipG29183103)	131	QoQ -39.90% (-87) YoY +54.11% (+46)	All Managers (Combined)	$35.6K	0.0% ($35.6K/$1.4B)	QoQ -50.77% (-$36.7K) YoY +33.98% (+$9.0K)
(cusip464288687)✕	1.1K	QoQ -64.34% (-2.1K) YoY -65.19% (-2.1K)	All Managers (Combined)	$35.0K	0.0% ($35.0K/$1.4B)	QoQ -65.14% (-$65.5K) YoY -66.81% (-$70.5K)
AFLAC INC(AFLcusip001055102)	315	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.0K	0.0% ($35.0K/$1.4B)	QoQ +7.49% (+$2.4K) YoY +29.50% (+$8.0K)
DEXCOM INC(DXCMcusip252131107)	500	QoQ 0.00% (-0) YoY -4.39% (-23)	All Managers (Combined)	$34.1K	0.0% ($34.1K/$1.4B)	QoQ -12.18% (-$4.7K) YoY -52.93% (-$38.4K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	247	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$34.0K	0.0% ($34.0K/$1.4B)	QoQ +16.48% (+$4.8K) YoY +23.11% (+$6.4K)
OGE ENERGY CORP.(OGEcusip670837103)	720	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$1.4B)	QoQ +11.42% (+$3.4K) YoY +33.99% (+$8.4K)
EURONET WORLDWIDE, INC.(EEFTcusip298736109)	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$32.1K	0.0% ($32.1K/$1.4B)	QoQ +3.89% (+$1.2K) YoY -2.80% (-$924)
(VHTcusip92204A504)	121	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$32.0K	0.0% ($32.0K/$1.4B)	QoQ +4.35% (+$1.3K) YoY -2.13% (-$700)
(cusip33734X101)✕	545	QoQ 0.00% (-0) YoY -80.87% (-2.3K)	All Managers (Combined)	$31.6K	0.0% ($31.6K/$1.4B)	QoQ -10.42% (-$3.7K) YoY -82.84% (-$152.4K)
H&R BLOCK INC(HRBcusip093671105)	570	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$31.3K	0.0% ($31.3K/$1.4B)	QoQ +3.91% (+$1.2K) YoY +11.81% (+$3.3K)
(VOOcusip922908363)	61	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$31.2K	0.0% ($31.2K/$1.4B)	QoQ -4.62% (-$1.5K) YoY +6.90% (+$2.0K)
EDGEWELL PERSONAL CARE Co(EPCcusip28035Q102)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$31.2K	0.0% ($31.2K/$1.4B)	QoQ -7.11% (-$2.4K) YoY -19.22% (-$7.4K)
ALLSTATE CORP(ALLcusip020002101)	150	QoQ -25.00% (-50) YoY -25.00% (-50)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$1.4B)	QoQ -19.44% (-$7.5K) YoY -10.23% (-$3.5K)