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 5 of 23

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47103U852

Shares:24.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.4B)

UMB FINANCIAL CORP

UMBF|902788108

Shares:10.7K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.4B)

Hilltop Holdings Inc.

HTH|432748101

Shares:33.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.4B)

MCDONALDS CORP

MCD|580135101

Shares:3.2K

Value:$995.8K

% of Portfolio:0.1% ($995.8K/$1.4B)

464287200

IVV|464287200

Shares:1.8K

Value:$989.2K

% of Portfolio:0.1% ($989.2K/$1.4B)

464288679

Shares:8.3K

Value:$918.6K

% of Portfolio:0.1% ($918.6K/$1.4B)

464287150

ITOT|464287150

Shares:7.1K

Value:$864.0K

% of Portfolio:0.1% ($864.0K/$1.4B)

CATERPILLAR INC

CAT|149123101

Shares:2.6K

Value:$845.9K

% of Portfolio:0.1% ($845.9K/$1.4B)

COCA COLA CO

KO|191216100

Shares:11.7K

Value:$839.1K

% of Portfolio:0.1% ($839.1K/$1.4B)

DEERE & CO

DE|244199105

Shares:1.8K

Value:$829.8K

% of Portfolio:0.1% ($829.8K/$1.4B)

CHEVRON CORP

CVX|166764100

Shares:4.9K

Value:$820.2K

% of Portfolio:0.1% ($820.2K/$1.4B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:4.5K

Value:$799.1K

% of Portfolio:0.1% ($799.1K/$1.4B)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.1K

Value:$788.9K

% of Portfolio:0.1% ($788.9K/$1.4B)

464287614

IWF|464287614

Shares:2.2K

Value:$785.4K

% of Portfolio:0.1% ($785.4K/$1.4B)

Philip Morris International Inc.

PM|718172109

Shares:4.7K

Value:$751.7K

% of Portfolio:0.1% ($751.7K/$1.4B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.2K

Value:$746.2K

% of Portfolio:0.1% ($746.2K/$1.4B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:8.3K

Value:$709.8K

% of Portfolio:0.0% ($709.8K/$1.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:9.6K

Value:$681.7K

% of Portfolio:0.0% ($681.7K/$1.4B)

US BANCORP \DE\

USB|902973304

Shares:15.5K

Value:$654.3K

% of Portfolio:0.0% ($654.3K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47103U852)✕	24.0K	QoQ -4.52% (-1.1K) YoY +93.50% (+11.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.4B)	QoQ -2.32% (-$25.9K) YoY +93.94% (+$526.1K)
UMB FINANCIAL CORP(UMBFcusip902788108)	10.7K	QoQ +183.98% (+7.0K) YoY +183.98% (+7.0K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.4B)	QoQ +154.39% (+$658.3K) YoY +230.04% (+$756.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.1K	QoQ -21.70% (-1.1K) YoY -21.70% (-1.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.4B)	QoQ -11.43% (-$133.2K) YoY +1.95% (-$19.8K)
Hilltop Holdings Inc.(HTHcusip432748101)	33.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.4B)	QoQ +6.35% (+$60.2K) YoY -2.77% (-$28.8K)
MCDONALDS CORP(MCDcusip580135101)	3.2K	QoQ -0.80% (-26) YoY -0.46% (-15)	All Managers (Combined)	$995.8K	0.1% ($995.8K/$1.4B)	QoQ +6.88% (-$64.1K) YoY +10.27% (-$92.8K)
(IVVcusip464287200)	1.8K	QoQ -17.05% (-362) YoY -17.05% (-362)	All Managers (Combined)	$989.2K	0.1% ($989.2K/$1.4B)	QoQ -20.82% (-$260.2K) YoY -11.33% (-$126.4K)
(cusip464288679)✕	8.3K	QoQ -5.69% (-502) YoY 0.00% (-0)	All Managers (Combined)	$918.6K	0.1% ($918.6K/$1.4B)	QoQ -5.39% (-$52.4K) YoY -0.07% (-$665)
(ITOTcusip464287150)	7.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$864.0K	0.1% ($864.0K/$1.4B)	QoQ -5.13% (-$46.8K) YoY +5.81% (+$47.5K)
CATERPILLAR INC(CATcusip149123101)	2.6K	QoQ 0.00% (-0) YoY -23.61% (-793)	All Managers (Combined)	$845.9K	0.1% ($845.9K/$1.4B)	QoQ -9.08% (-$84.5K) YoY -31.25% (-$384.5K)
COCA COLA CO(KOcusip191216100)	11.7K	QoQ -1.26% (-150) YoY -2.62% (-316)	All Managers (Combined)	$839.1K	0.1% ($839.1K/$1.4B)	QoQ +13.57% (-$100.3K) YoY +13.98% (-$103.0K)
DEERE & CO(DEcusip244199105)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$829.8K	0.1% ($829.8K/$1.4B)	QoQ +10.77% (+$80.7K) YoY +14.26% (+$103.6K)
CHEVRON CORP(CVXcusip166764100)	4.9K	QoQ -0.32% (-16) YoY -1.99% (-100)	All Managers (Combined)	$820.2K	0.1% ($820.2K/$1.4B)	QoQ +15.12% (-$107.8K) YoY +3.93% (-$31.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	4.5K	QoQ 0.00% (-0) YoY -0.37% (-17)	All Managers (Combined)	$799.1K	0.1% ($799.1K/$1.4B)	QoQ -8.85% (-$77.6K) YoY +8.37% (-$61.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	5.1K	QoQ +6.48% (+313) YoY +6.48% (-313)	All Managers (Combined)	$788.9K	0.1% ($788.9K/$1.4B)	QoQ +6.48% (+$48.0K) YoY -3.37% (-$27.6K)
(IWFcusip464287614)	2.2K	QoQ -14.70% (-375) YoY -12.43% (-309)	All Managers (Combined)	$785.4K	0.1% ($785.4K/$1.4B)	QoQ -23.30% (-$238.7K) YoY -6.19% (-$51.9K)
Philip Morris International Inc.(PMcusip718172109)	4.7K	QoQ -0.21% (-10) YoY -0.06% (-3)	All Managers (Combined)	$751.7K	0.1% ($751.7K/$1.4B)	QoQ +31.61% (-$180.6K) YoY +73.13% (-$317.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.2K	QoQ +4.31% (+506) YoY -8.20% (-1.1K)	All Managers (Combined)	$746.2K	0.1% ($746.2K/$1.4B)	QoQ +12.48% (+$82.8K) YoY +3.23% (-$23.4K)
IRON MOUNTAIN INC(IRMcusip46284V101)	8.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$709.8K	0.0% ($709.8K/$1.4B)	QoQ -18.14% (-$157.3K) YoY +7.26% (+$48.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	9.6K	QoQ 0.00% (-0) YoY -1.90% (-187)	All Managers (Combined)	$681.7K	0.0% ($681.7K/$1.4B)	QoQ -1.11% (-$7.7K) YoY +8.80% (-$55.2K)
US BANCORP \DE\(USBcusip902973304)	15.5K	QoQ -6.90% (-1.1K) YoY -12.74% (-2.3K)	All Managers (Combined)	$654.3K	0.0% ($654.3K/$1.4B)	QoQ -17.82% (-$141.9K) YoY -17.58% (-$139.6K)