Portfolio (Quarterly)
Guide ↗
ATWOOD & PALMER INC
· CIK 0001044929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 2,750.0 | $138K | 0.01% | NEW | — | $50.15 | -0.1% |
| 182 | KMI | KINDER MORGAN INC DEL | Energy | 4,161.0 | $133K | 0.01% | NEW | — | $31.97 | +0.4% |
| 183 | ILCG | ISHARES TR | — | 1,130.0 | $132K | 0.01% | NEW | — | $117.06 | -2.3% |
| 184 | WMB | WILLIAMS COS INC | Energy | 1,779.0 | $132K | 0.01% | NEW | — | $74.34 | -0.2% |
| 185 | — | FORTINET INC | — | 860.0 | $132K | 0.01% | NEW | — | $153.62 | — |
| 186 | AVDS | AMERICAN CENTY ETF TR | — | 1,706.0 | $128K | 0.01% | NEW | — | $75.28 | +7.4% |
| 187 | PWR | QUANTA SVCS INC | Industrials | 178.0 | $128K | 0.01% | NEW | — | $720.04 | -14.8% |
| 188 | TRP | TC ENERGY CORP | Energy | 1,895.0 | $126K | 0.01% | NEW | — | $66.29 | -5.2% |
| 189 | VBK | VANGUARD INDEX FDS | — | 322.0 | $118K | 0.01% | NEW | — | $366.24 | -2.8% |
| 190 | IJT | ISHARES TR | — | 658.0 | $117K | 0.01% | NEW | — | $178.56 | -3.0% |
| 191 | FXH | FIRST TR EXCHANGE-TRADED FD | — | 950.0 | $116K | 0.01% | NEW | — | $122.40 | +10.9% |
| 192 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 4,575.0 | $116K | 0.01% | NEW | — | $25.26 | -1.4% |
| 193 | LRCX | LAM RESEARCH CORP | Technology | 266.0 | $115K | 0.01% | NEW | — | $433.33 | -27.6% |
| 194 | LNG | CHENIERE ENERGY INC | Energy | 472.0 | $113K | 0.01% | NEW | — | $239.01 | +18.5% |
| 195 | VBR | VANGUARD INDEX FDS | — | 451.0 | $109K | 0.01% | NEW | — | $242.75 | +2.6% |
| 196 | EVRG | EVERGY INC | Utilities | 1,266.0 | $109K | 0.01% | NEW | — | $86.43 | -5.0% |
| 197 | MRK | MERCK & CO INC | Healthcare | 849.0 | $109K | 0.01% | NEW | — | $128.50 | +19.9% |
| 198 | VNQ | VANGUARD INDEX FDS | — | 1,112.0 | $107K | 0.01% | NEW | — | $96.39 | +2.5% |
| 199 | HEI | HEICO CORP NEW | Industrials | 300.0 | $107K | 0.01% | NEW | — | $356.19 | -3.1% |
| 200 | DIVO | AMPLIFY ETF TR | — | 2,130.0 | $97K | 0.01% | NEW | — | $45.70 | +6.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.8%
Healthcare
21.2%
Industrials
17.2%
Financial Services
16.7%
Consumer Cyclical
10.1%
Consumer Defensive
4.2%
Communication Services
0.9%
Utilities
0.3%
Real Estate
0.3%
Energy
0.2%