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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Atwood--Palmer
Data Enrichment
83% identified367 identified74 unidentified
Holdings
441 positions • $1.4B total value
Manager:
Search and click to pin securities to the top
Page 4 of 23
381430230
Shares:40.4K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.4B)
464288661
Shares:16.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.4B)
381430206
Shares:48.1K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 22.5K | QoQ +0.92% (+205)YoY +0.57% (+128) | All Managers (Combined) | $3.8M | 0.3% ($3.8M/$1.4B) | ||
| 26.4K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.4B) | |||
| 8.9K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | |||
PEPSICO INC(PEPcusip713448108) | 14.1K | QoQ +2.40% (+331)YoY +3.67% (-500) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |
| 3.9K | QoQ +6.28% (+232)YoY +5.76% (+214) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | ||
(cusip381430230)✕ | 40.4K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 16.9K | QoQ -1.17% (-200)YoY -0.45% (-78) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | |
(cusip464288661)✕ | 16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | YoY NEW(+$2.0M) |
PAYCHEX INC(PAYXcusip704326107) | 12.9K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) | ||
| 6.2K | QoQ -0.64% (-40)YoY +0.55% (+34) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | ||
MICROSOFT CORP(MSFTcusip594918104) | 5.0K | QoQ +7.88% (-363)YoY -1.23% (-62) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.4B) | |
| 13.4K | QoQ -0.23% (-31)YoY -0.77% (-105) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | ||
AMAZON COM INC(AMZNcusip023135106) | 9.3K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.4B) | ||
| 1.8K | YoY +2.93% (+50) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.4B) | ||
(cusip381430206)✕ | 48.1K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
| 51.0K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
| 2.7K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
NVIDIA CORP(NVDAcusip67066G104) | 13.9K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
| 2.3K | QoQ 0.00% (-0)YoY -0.08% (-2) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | ||
| 4.5K | QoQ -0.35% (-16)YoY -1.10% (-50) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) |