Atwood & Palmer Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Atwood & Palmer Inc. reported 467 stock positions worth $1.5 billion. Its top holding was Palantir Technologies Class A (PLTR) at 6.0% of the portfolio, followed by Alphabet Class C (GOOG, 3.2%) and Janus Henderson Aaa Clo ETF (JAAA, 3.1%). Compared with Q3 2024, it opened 24 new positions, sold out of 27, added to 83 and reduced 73. The biggest buy was Alphabet Class C (GOOG, shares −0%) and the biggest sale Regeneron Pharmaceuticals (REGN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001044929
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001044929-25-000002 ↗ filed Jan 16, 2025
Holdings Value
Holdings 467 stocks · $1.5B
| PLTR Palantir Technologies Inc. Class A | 6.04% | 1,165,938 | $88.2M | Reduce -8.6% |
| GOOG Alphabet Inc. Class C | 3.21% | 246,124 | $46.9M | Add +0.0% |
| JAAA Janus Henderson Aaa Clo ETF | 3.07% | 884,506 | $44.9M | Add +6.5% |
| SHY iShares 1-3 Year Treasury Bo | 3.04% | 541,631 | $44.4M | Add +7.0% |
| AVDE Avantis International Equity | 2.90% | 690,441 | $42.4M | Add +6.3% |
| AMP Ameriprise Financial Inc. | 2.90% | 79,342 | $42.2M | Reduce -0.2% |
| URI United Rentals Inc. | 2.78% | 57,637 | $40.6M | Add +0.5% |
| FITB Fifth Third Bancorp | 2.54% | 877,694 | $37.1M | Add +0.2% |
| LDOS Leidos Holdings Inc. | 2.53% | 256,734 | $37.0M | Add +0.5% |
| AVEM Avantis Emerging Markets Eq | 2.43% | 604,139 | $35.5M | Add +4.6% |
| ABBV Abbvie Inc. | 2.39% | 195,903 | $34.8M | Add +1.2% |
| MA Mastercard Inc. Class A | 2.31% | 63,921 | $33.7M | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 2.27% | 68,050 | $33.1M | Add +0.0% |
| DHI D.R. Horton Inc. | 2.22% | 231,410 | $32.4M | Add +1.0% |
| GILD Gilead Sciences Inc. | 2.21% | 349,256 | $32.3M | Add +0.7% |
| AAPL Apple Inc. | 2.21% | 128,519 | $32.2M | Reduce -0.2% |
| REGN Regeneron Pharmaceuticals | 2.13% | 43,683 | $31.1M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 2.12% | 522,949 | $31.0M | Reduce -0.3% |
| TMO Thermo Fisher Scientific Inc. | 1.95% | 54,676 | $28.4M | Add +0.2% |
| CDW CDW Corp. | 1.88% | 157,303 | $27.4M | Add +0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.82% | 512,838 | $26.5M | Add +3.1% |
| GBIL Goldman Sachs Access Treasur | 1.79% | 261,250 | $26.1M | Add +0.0% |
| HOLX Hologic Inc. | 1.77% | 357,735 | $25.8M | Add +0.5% |
| WMT Walmart Inc. | 1.73% | 279,342 | $25.2M | Reduce -0.9% |
| IBTI iShares Ibonds Dec 2028 Term | 1.63% | 1,083,810 | $23.7M | Add +7.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 1.59% | 1,089,552 | $23.2M | Add +7.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.58% | 444,847 | $23.1M | Add +5.5% |
| GNRC Generac Holdings Inc. | 1.58% | 148,557 | $23.0M | Add +0.6% |
| UTHR United Therapeutics Corp. | 1.56% | 64,575 | $22.8M | Add +0.8% |
| TPYP Managed Portfolio Series | 1.54% | 657,312 | $22.4M | Add +2.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.53% | 55,390 | $22.3M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 1.47% | 252,094 | $21.5M | Reduce -28.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 1.42% | 1,078,973 | $20.7M | Add +5.8% |
| GRMN Garmin Ltd. | 1.35% | 95,289 | $19.7M | Reduce -0.5% |
| DKNG Draftkings Inc. Class A | 1.34% | 524,259 | $19.5M | Add +1.8% |
| JSI JH Securitized Income ETF | 1.28% | 359,839 | $18.6M | Add +15.6% |
| ON On Semiconductor | 1.22% | 282,111 | $17.8M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.21% | 225,943 | $17.6M | Reduce -5.0% |
| LOW Lowe's Cos Inc. | 1.19% | 70,454 | $17.4M | Add +0.0% |
| GHYB Goldman Sachs Access HY Corp. | 1.15% | 377,314 | $16.8M | Add +1.0% |
| MELI MercadoLibre Inc. | 1.08% | 9,302 | $15.8M | Add +7.4% |
| AVDV Avantis Intl S/C Value ETF | 1.08% | 242,753 | $15.8M | Add +11.3% |
| JBBB Janus Henderson B-BBB Clo Et | 1.03% | 306,229 | $15.1M | Reduce -4.3% |
| LMBS First Trust Low Duration Opp | 0.90% | 269,846 | $13.1M | Add +18.1% |
| LHX L3HARRIS Technologies Inc. | 0.89% | 61,637 | $13.0M | Add +1.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.83% | 285,223 | $12.2M | Add +1.8% |
| GSIE Goldman Sachs Activebeta Int | 0.67% | 293,724 | $9.8M | Reduce -15.5% |
| IMTM iShares MSCI Intl Momentum F | 0.66% | 256,068 | $9.6M | Reduce -15.8% |
| FV First Trust DW Focus 5 Fund | 0.54% | 133,843 | $7.9M | Reduce -3.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.49% | 40,856 | $7.2M | No change |
| HD Home Depot Inc. | 0.48% | 18,124 | $7.1M | Add +0.1% |
| VSLU Applied Finance Valuat ETF | 0.46% | 184,819 | $6.8M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 34,127 | $6.0M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.40% | 44,631 | $5.8M | Reduce -2.5% |
| BDX Becton Dickinson and Co. | 0.40% | 25,574 | $5.8M | Reduce -2.0% |
| CBSH Commerce Bancshares Inc. | 0.31% | 71,986 | $4.5M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 0.30% | 23,469 | $4.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.26% | 22,258 | $3.7M | No change |
| PSQO PLMR SQ Credit Opp ETF | 0.25% | 183,080 | $3.7M | Add +167.6% |
| JNJ Johnson & Johnson | 0.24% | 23,985 | $3.5M | Reduce -2.0% |
| CL Colgate-Palmolive Co. | 0.16% | 26,350 | $2.4M | No change |
| GSST Goldman Sachs Ultra Short Bo | 0.16% | 47,600 | $2.4M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.14% | 13,762 | $2.1M | Add +0.1% |
| MSFT Microsoft Corp. | 0.13% | 4,601 | $1.9M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.13% | 17,079 | $1.8M | No change |
| PAYX Paychex Inc. | 0.12% | 12,887 | $1.8M | Reduce -0.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.12% | 15,275 | $1.8M | Add +483.5% |
| JPM JPMorgan Chase & Co. | 0.12% | 7,201 | $1.7M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 3,691 | $1.7M | Add +0.2% |
| GEM Goldman Sachs Activebeta Em | 0.11% | 52,360 | $1.7M | Reduce -15.1% |
| AMGN Amgen Inc. | 0.11% | 6,237 | $1.6M | Add +0.5% |
| AMZN Amazon.com Inc. | 0.11% | 7,346 | $1.6M | Add +0.4% |
| NVDA Nvidia Corp. | 0.11% | 11,708 | $1.6M | Reduce -0.8% |
| HIW Highwoods Properties Inc. | 0.11% | 51,007 | $1.6M | No change |
| RTX RTX Corp. | 0.11% | 13,474 | $1.6M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.10% | 1,577 | $1.4M | No change |
| PH Parker Hannifin Corp. | 0.10% | 2,250 | $1.4M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 2,246 | $1.3M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.09% | 4,491 | $1.3M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.09% | 2,122 | $1.2M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 5,299 | $1.2M | No change |
| JMBS Janus Henderson Mortg Backed | 0.08% | 25,170 | $1.1M | Add +646.9% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,550 | $1.0M | Add +9.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 8,818 | $971K | No change |
| HTH Hilltop Holdings Inc. | 0.06% | 33,100 | $948K | No change |
| MCD McDonald's Corp. | 0.06% | 3,214 | $932K | Add +0.3% |
| CAT Caterpillar Inc. | 0.06% | 2,565 | $930K | Reduce -23.2% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 7,081 | $911K | No change |
| PNC PNC Financial Services Group | 0.06% | 4,546 | $877K | Add +1.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 8,250 | $867K | No change |
| USB US Bancorp | 0.05% | 16,648 | $796K | Reduce -1.8% |
| HTLF Heartland Financial USA Inc. | 0.05% | 12,639 | $775K | Reduce -10.4% |
| DE Deere & Co. | 0.05% | 1,768 | $749K | No change |
| FTSM First Trust Enh Short Mat FD | 0.05% | 12,450 | $744K | Reduce -3.3% |
| QCOM Qualcomm Inc. | 0.05% | 4,823 | $741K | No change |
| KO The Coca-Cola Co. | 0.05% | 11,866 | $739K | Reduce -0.1% |
| CVX Chevron Corp. | 0.05% | 4,919 | $712K | Add +0.3% |
| ICSH iShares Ultra Short Duration | 0.05% | 13,777 | $695K | Reduce -3.5% |
| TSLA Tesla Inc. | 0.05% | 1,710 | $691K | No change |
| NEE Nextera Energy Inc. | 0.05% | 9,616 | $689K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $164K (not counted above)
Total filed on the 13F, all lines: $1.5B.
Portfolio Sells Q3 2024 → Q4 2024
| REGN Regeneron Pharmaceuticals | Reduce -0.3% | 2.13% | −1.00 |
| PYPL PayPal Holdings Inc. | Reduce -28.3% | 1.47% | −0.39 |
| GSIE Goldman Sachs Activebeta Int | Reduce -15.5% | 0.67% | −0.18 |
| IMTM iShares MSCI Intl Momentum F | Reduce -15.8% | 0.66% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.0% | 1.21% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -2.5% | 0.40% | −0.04 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -4.3% | 1.03% | −0.03 |
| GEM Goldman Sachs Activebeta Em | Reduce -15.1% | 0.11% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.24% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -2.0% | 0.40% | −0.03 |
| CAT Caterpillar Inc. | Reduce -23.2% | 0.06% | −0.03 |
| CVS CVS Health Corp. | Reduce -95.2% | 0.00% | −0.02 |
| INTC Intel Corp. | Reduce -86.4% | 0.00% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -99.8% | 0.00% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -86.4% | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -68.1% | 0.00% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -3.5% | 0.54% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.05% | −0.01 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -74.8% | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.6% | 0.03% | −0.01 |
| FISV Fiserv Inc. | Reduce -46.9% | 0.01% | −0.01 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.00 |
| SAIA Saia Inc. | Reduce -11.7% | 0.04% | −0.00 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.00 |
| ACGL Arch Capital Group Ltd. | Reduce -0.4% | 0.01% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -16.6% | 0.01% | −0.00 |
| MRNA Moderna Inc. | Reduce -80.0% | 0.00% | −0.00 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -1.0% | 0.16% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -3.5% | 0.05% | −0.00 |
| AGZD Wisdomtree Trust Wisdomtree | Sold out | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -25.3% | 0.02% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.0% | 0.05% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Reduce -3.3% | 0.05% | −0.00 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -87.0% | 0.00% | −0.00 |
| HTLF Heartland Financial USA Inc. | Reduce -10.4% | 0.05% | −0.00 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.00% | −0.00 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.00 |
| GE General Electric | Reduce -1.7% | 0.01% | −0.00 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.00 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -25.2% | 0.00% | −0.00 |
| DEI Douglas Emmett Inc. | Sold out | 0.00% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -4.8% | 0.01% | −0.00 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Reduce -66.7% | 0.00% | −0.00 |
| GIS General Mills Inc. | Reduce -15.4% | 0.00% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -16.2% | 0.00% | −0.00 |
| SPGI S&P Global Inc. | Reduce -1.0% | 0.01% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +0.0% | 3.21% | +0.41 |
| GILD Gilead Sciences Inc. | Add +0.7% | 2.21% | +0.23 |
| JAAA Janus Henderson Aaa Clo ETF | Add +6.5% | 3.07% | +0.20 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.0% | 3.04% | +0.18 |
| TPYP Managed Portfolio Series | Add +2.3% | 1.54% | +0.16 |
| PSQO PLMR SQ Credit Opp ETF | Add +167.6% | 0.25% | +0.16 |
| JSI JH Securitized Income ETF | Add +15.6% | 1.28% | +0.16 |
| LMBS First Trust Low Duration Opp | Add +18.1% | 0.90% | +0.13 |
| IEI iShares 3-7 Year Treasury Bo | Add +483.5% | 0.12% | +0.10 |
| IBTI iShares Ibonds Dec 2028 Term | Add +7.3% | 1.63% | +0.08 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +7.5% | 1.59% | +0.07 |
| JMBS Janus Henderson Mortg Backed | Add +646.9% | 0.08% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.30% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +3.1% | 1.82% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +11.3% | 1.08% | +0.03 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +5.8% | 1.42% | +0.03 |
| CBSH Commerce Bancshares Inc. | Add +3.0% | 0.31% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.11% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.12% | +0.02 |
| AVGO Broadcom Inc. | Add +10.2% | 0.03% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +9.3% | 0.07% | +0.01 |
| NJR New Jersey Resources Corp. | New | 0.01% | +0.01 |
| GBIL Goldman Sachs Access Treasur | Add +0.0% | 1.79% | +0.01 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +0.4% | 0.09% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.8% | 0.83% | +0.01 |
| EMR Emerson Electric Co. | Add +1.6% | 0.04% | +0.01 |
| PNC PNC Financial Services Group | Add +1.0% | 0.06% | +0.00 |
| PFF iShares Preferred & Income S | Add +96.7% | 0.01% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +197.3% | 0.00% | +0.00 |
| VEA Vanguard Ftse Developed ETF | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.00% | +0.00 |
| V Visa Inc. Class A | Add +2.1% | 0.01% | +0.00 |
| HON Honeywell International Inc. | Add +1.0% | 0.02% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 0.02% | +0.00 |
| ARES Ares Management Corp. Class A | New | 0.00% | +0.00 |
| TMUS T-Mobile US Inc. | Add +24.5% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Add +1.7% | 0.02% | +0.00 |
| TRGP Targa Resources Corp. | New | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +26.7% | 0.01% | +0.00 |
| UTHR United Therapeutics Corp. | Add +0.8% | 1.56% | +0.00 |
| WSM Williams-Sonoma Inc. | New | 0.00% | +0.00 |
| KLAC KLA Corp. | New | 0.00% | +0.00 |
| ETR Entergy Corp. | Add +89.5% | 0.00% | +0.00 |
| CMS CMS Energy Corp. | New | 0.00% | +0.00 |
| FETH Fidelity Ethereum Fund | New | 0.00% | +0.00 |
| HUM Humana Inc. | Add +64.5% | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -99.8% | 1 | $28 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 491 | $1.9B | GOOG, AVDE, URI, AVEM, JEMB |
| Q1 2026 | 527 | $1.8B | GOOG, AVDE, PLTR, JEMB, SHY |
| Q4 2025 | 482 | $1.8B | PLTR, GOOG, AVDE, JEMB, SHY |
| Q3 2025 | 482 | $1.7B | PLTR, GOOG, AVDE, JEMB, SHY |
| Q2 2025 | 511 | $1.6B | PLTR, SHY, AVDE, JAAA, JEMB |
| Q1 2025 | 438 | $1.4B | PLTR, AVDE, JAAA, SHY, ABBV |
| Q4 2024 | 467 | $1.5B | PLTR, GOOG, JAAA, SHY, AVDE |
| Q3 2024 | 470 | $1.5B | PLTR, URI, REGN, DHI, AVDE |
| Q2 2024 | 434 | $1.3B | REGN, GOOG, JAAA, SHY, AVDE |
| Q1 2024 | 413 | $1.3B | REGN, URI, JAAA, CDW, SHY |