Portfolio (Quarterly)
Guide ↗
ATWOOD & PALMER INC
· CIK 0001044929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 4,386.0 | $793K | 0.04% | NEW | — | $180.91 | +7.2% |
| 102 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 3,539.0 | $793K | 0.04% | NEW | — | $223.95 | +26.3% |
| 103 | MGK | VANGUARD WORLD FD | — | 8,776.0 | $772K | 0.04% | NEW | — | $87.91 | +1.1% |
| 104 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 5,500.0 | $752K | 0.04% | NEW | — | $136.81 | -10.3% |
| 105 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.04% | NEW | — | $748850.00 | — |
| 106 | USB | US BANCORP | Financial Services | 11,798.0 | $713K | 0.04% | NEW | — | $60.40 | +3.3% |
| 107 | INTC | INTEL CORP | Technology | 4,906.0 | $685K | 0.04% | NEW | — | $139.63 | -37.3% |
| 108 | LLY | ELI LILLY & CO | Healthcare | 568.0 | $681K | 0.04% | NEW | — | $1199.43 | +2.8% |
| 109 | ANET | ARISTA NETWORKS INC | Technology | 4,000.0 | $680K | 0.04% | NEW | — | $169.88 | +12.4% |
| 110 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 11,728.0 | $676K | 0.04% | NEW | — | $57.62 | +17.9% |
| 111 | VCSH | VANGUARD SCOTTSDALE FDS | — | 8,500.0 | $672K | 0.04% | NEW | — | $79.03 | -0.3% |
| 112 | EMR | EMERSON ELEC CO | Industrials | 4,271.0 | $611K | 0.03% | NEW | — | $143.13 | +8.2% |
| 113 | VTI | VANGUARD INDEX FDS | — | 1,529.0 | $566K | 0.03% | NEW | — | $370.04 | +2.2% |
| 114 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 18,500.0 | $559K | 0.03% | NEW | — | $30.20 | +1.4% |
| 115 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 7,607.0 | $558K | 0.03% | NEW | — | $73.35 | -20.2% |
| 116 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,650.0 | $553K | 0.03% | NEW | — | $151.50 | -7.9% |
| 117 | META | META PLATFORMS INC | Communication Services | 962.0 | $542K | 0.03% | NEW | — | $563.29 | +1.2% |
| 118 | GSST | GOLDMAN SACHS ETF TR | — | 10,558.0 | $534K | 0.03% | NEW | — | $50.58 | -0.0% |
| 119 | WM | WASTE MGMT INC DEL | Industrials | 2,350.0 | $524K | 0.03% | NEW | — | $222.88 | -0.3% |
| 120 | SAIA | SAIA INC | Industrials | 1,225.0 | $516K | 0.03% | NEW | — | $421.16 | -18.3% |
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%