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 • $1,441,701.232K total value

441 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 22 of 23

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Nutex Health, Inc.

NUTX|67079U306

Shares:13

Value:$612

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:5

Value:$553

GrowGeneration Corp.

GRWG|39986L109

Shares:500

Value:$540

SAP SE

SAP|803054204

Shares:2

Value:$537

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:10

Value:$534

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:10

Value:$494

Neuronetics, Inc.

STIM|64131A105

Shares:100

Value:$368

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:5

Value:$168

Envirotech Vehicles, Inc.

EVTV|29414V209

Shares:650

Value:$165

Phillips 66

PSX|718546104

Shares:1

Value:$124

TORONTO DOMINION BANK

TD|891160509

Shares:2

Value:$120

922042742

VT|922042742

Shares:1

Value:$113

3D SYSTEMS CORP

DDD|88554D205

Shares:50

Value:$106

Merchants Bancorp

MBIN|58844R108

Shares:1

Value:$37

INOVIO PHARMACEUTICALS, INC.

INO|45773H409

Shares:18

Value:$30

674599162

Shares:1

Value:$28

896438504

Shares:20

Value:$12

922908611

VBR|922908611

Shares:0

Value:$10

Tilray Brands, Inc.

TLRY|88688T100

Shares:4

Value:$3

Workhorse Group Inc.

WKHS|98138J404

Shares:1

Value:$2

Instrument	Shares		Other Manager	Value
Nutex Health, Inc.(NUTXcusip67079U306)	13	QoQ 0.00% (+0) YoY NEW(+13)	All Managers (Combined)	$612	QoQ +48.54% (+$200) YoY NEW(+$612)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$553	QoQ -19.03% (-$130) YoY -19.85% (-$137)
GrowGeneration Corp.(GRWGcusip39986L109)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$540	QoQ -36.09% (-$305) YoY -62.23% (-$890)
SAP SE(SAPcusip803054204)	2	QoQ -50.00% (-2) YoY NEW(+2)	All Managers (Combined)	$537	QoQ -45.48% (-$448) YoY NEW(+$537)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$534	QoQ -0.92% (-$5) YoY +36.57% (+$143)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	10	QoQ 0.00% (-0) YoY -99.75% (-4.0K)	All Managers (Combined)	$494	QoQ -0.20% (-$1) YoY -99.81% (-$260.1K)
Neuronetics, Inc.(STIMcusip64131A105)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$368	QoQ +128.57% (+$207) YoY -22.68% (-$108)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	5	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$168	QoQ -0.59% (-$1) YoY +15.06% (+$22)
Envirotech Vehicles, Inc.(EVTVcusip29414V209)	650	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$165	QoQ -79.03% (-$622) YoY -90.59% (-$1.6K)
Phillips 66(PSXcusip718546104)	1	QoQ 0.00% (+0) YoY -98.43% (-63)	All Managers (Combined)	$124	QoQ +8.77% (+$10) YoY -98.81% (-$10.3K)
TORONTO DOMINION BANK(TDcusip891160509)	2	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$120	QoQ +12.14% (+$13) YoY -0.82% (-$1)
(VTcusip922042742)	1	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$113	QoQ -0.87% (-$1) YoY +6.60% (+$7)
3D SYSTEMS CORP(DDDcusip88554D205)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$106	QoQ -35.36% (-$58) YoY -52.25% (-$116)
Merchants Bancorp(MBINcusip58844R108)	1	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$37	QoQ 0.00% (+$0) YoY -15.90% (-$7)
INOVIO PHARMACEUTICALS, INC.(INOcusip45773H409)	18	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$30	QoQ -9.09% (-$3) YoY -88.00% (-$220)
(cusip674599162)✕	1	QoQ 0.00% (+0) YoY -99.80% (-500)	All Managers (Combined)	$28	QoQ 0.00% (+$0) YoY -99.87% (-$21.6K)
(cusip896438504)✕	20	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12	QoQ -33.33% (-$6) YoY -70.73% (-$29)
(VBRcusip922908611)	0	QoQ NEW(+0) YoY NEW(+0)	All Managers (Combined)	$10	QoQ NEW(+$10) YoY NEW(+$10)
Tilray Brands, Inc.(TLRYcusip88688T100)	4	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3	QoQ -50.00% (-$3) YoY -70.00% (-$7)
Workhorse Group Inc.(WKHScusip98138J404)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$2	QoQ NEW(+$2) YoY NEW(+$2)