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 16 of 23

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464288521

Shares:303

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$1.4B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:150

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$1.4B)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:1.5K

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$1.4B)

Unum Group

UNM|91529Y106

Shares:200

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$1.4B)

Veralto Corp

VLTO|92338C103

Shares:165

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$1.4B)

Ares Management Corp

ARES|03990B101

Shares:107

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$1.4B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:189

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$1.4B)

ASTRAZENECA PLC

AZN|046353108

Shares:200

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$1.4B)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:400

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$1.4B)

Embecta Corp.

EMBC|29082K105

Shares:1.1K

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$1.4B)

KLA CORP

KLAC|482480100

Shares:21

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$1.4B)

Blackstone Inc.

BX|09260D107

Shares:100

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$1.4B)

SelectQuote, Inc.

SLQT|816307300

Shares:4.0K

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$1.4B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:287

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$1.4B)

33733E203

Shares:75

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$1.4B)

COMCAST CORP

CMCSA|20030N101

Shares:345

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$1.4B)

APA Corp

APA|03743Q108

Shares:600

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$1.4B)

Constellation Energy Corp

CEG|21037T109

Shares:61

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$1.4B)

CMS ENERGY CORP

CMS|125896100

Shares:160

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$1.4B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:140

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288521)✕	303	QoQ -8.45% (-28) YoY NEW(+303)	All Managers (Combined)	$17.5K	0.0% ($17.5K/$1.4B)	QoQ -7.99% (-$1.5K) YoY NEW(+$17.5K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	150	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$1.4B)	QoQ -5.99% (-$1.1K) YoY -2.75% (-$491)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	1.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$1.4B)	QoQ +19.72% (+$2.8K) YoY -48.50% (-$15.8K)
Unum Group(UNMcusip91529Y106)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$1.4B)	QoQ NEW(+$16.3K) YoY NEW(+$16.3K)
Veralto Corp(VLTOcusip92338C103)	165	QoQ +65.00% (+65) YoY +65.00% (+65)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$1.4B)	QoQ +57.87% (+$5.9K) YoY +81.36% (+$7.2K)
Ares Management Corp(AREScusip03990B101)	107	QoQ 0.00% (-0) YoY NEW(+107)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$1.4B)	QoQ -17.18% (-$3.3K) YoY NEW(+$15.7K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	189	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$15.3K	0.0% ($15.3K/$1.4B)	QoQ +3.23% (+$478) YoY -11.21% (-$1.9K)
ASTRAZENECA PLC(AZNcusip046353108)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$1.4B)	QoQ +12.17% (+$1.6K) YoY +8.48% (+$1.1K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$1.4B)	QoQ +14.18% (+$1.8K) YoY +27.16% (+$3.1K)
Embecta Corp.(EMBCcusip29082K105)	1.1K	QoQ -5.48% (-65) YoY -5.48% (-65)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$1.4B)	QoQ -41.64% (-$10.2K) YoY -9.18% (-$1.4K)
KLA CORP(KLACcusip482480100)	21	QoQ 0.00% (+0) YoY NEW(+21)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$1.4B)	QoQ +7.88% (+$1.0K) YoY NEW(+$14.3K)
Blackstone Inc.(BXcusip09260D107)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$1.4B)	QoQ -18.93% (-$3.3K) YoY +6.40% (+$841)
SelectQuote, Inc.(SLQTcusip816307300)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$1.4B)	QoQ -10.21% (-$1.5K) YoY +67.00% (+$5.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	287	QoQ -8.88% (-28) YoY -20.71% (-75)	All Managers (Combined)	$13.0K	0.0% ($13.0K/$1.4B)	QoQ +3.35% (-$422) YoY -14.29% (-$2.2K)
(cusip33733E203)✕	75	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$1.4B)	QoQ +2.35% (+$293) YoY +10.63% (+$1.2K)
COMCAST CORP(CMCSAcusip20030N101)	345	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$1.4B)	QoQ -1.67% (-$217) YoY -14.87% (-$2.2K)
APA Corp(APAcusip03743Q108)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$1.4B)	QoQ -8.96% (-$1.2K) YoY -38.85% (-$8.0K)
Constellation Energy Corp(CEGcusip21037T109)	61	QoQ -51.96% (-66) YoY -7.57% (-5)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$1.4B)	QoQ -56.70% (-$16.1K) YoY +0.81% (-$99)
CMS ENERGY CORP(CMScusip125896100)	160	QoQ 0.00% (+0) YoY NEW(+160)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$1.4B)	QoQ +12.69% (+$1.4K) YoY NEW(+$12.0K)
ENTERGY CORP /DE/(ETRcusip29364G103)	140	QoQ -51.38% (-148) YoY NEW(+140)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$1.4B)	QoQ -45.18% (-$9.9K) YoY NEW(+$12.0K)