Portfolio (Quarterly)
Guide ↗
ATWOOD & PALMER INC
· CIK 0001044929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 155.0 | $35K | 0.00% | NEW | — | $223.65 | -2.1% |
| 282 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 3,600.0 | $34K | 0.00% | NEW | — | $9.39 | +22.7% |
| 283 | DXCM | DEXCOM INC | Healthcare | 500.0 | $34K | 0.00% | NEW | — | $67.35 | +32.4% |
| 284 | TXN | TEXAS INSTRS INC | Technology | 112.0 | $33K | 0.00% | NEW | — | $298.07 | -12.8% |
| 285 | SCHM | SCHWAB STRATEGIC TR | — | 897.0 | $33K | 0.00% | NEW | — | $36.89 | -2.8% |
| 286 | IEMG | ISHARES INC | — | 394.0 | $33K | 0.00% | NEW | — | $82.92 | -1.2% |
| 287 | EFV | ISHARES TR | — | 411.0 | $31K | 0.00% | NEW | — | $76.56 | +7.9% |
| 288 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 410.0 | $31K | 0.00% | NEW | — | $76.40 | +3.6% |
| 289 | SDY | SPDR SERIES TRUST | — | 200.0 | $30K | 0.00% | NEW | — | $152.18 | +4.0% |
| 290 | DOW | DOW HLDGS INC | Basic Materials | 1,100.0 | $30K | 0.00% | NEW | — | $27.36 | +10.2% |
| 291 | TPR | TAPESTRY INC | Consumer Cyclical | 204.0 | $30K | 0.00% | NEW | — | $146.38 | -11.1% |
| 292 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 51.0 | $29K | 0.00% | NEW | — | $576.71 | -7.8% |
| 293 | GTY | GETTY RLTY CORP NEW | Real Estate | 879.0 | $29K | 0.00% | NEW | — | $33.36 | +0.5% |
| 294 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 749.0 | $29K | 0.00% | NEW | — | $38.59 | +16.2% |
| 295 | EWC | ISHARES INC | — | 500.0 | $29K | 0.00% | NEW | — | $57.64 | +8.7% |
| 296 | — | SPACE EXPLORATION TECHN CORP | — | 167.0 | $29K | 0.00% | NEW | — | $170.86 | — |
| 297 | SCHG | SCHWAB STRATEGIC TR | — | 828.0 | $28K | 0.00% | NEW | — | $33.85 | +4.3% |
| 298 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 313.0 | $28K | 0.00% | NEW | — | $88.60 | -37.3% |
| 299 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 1,057.0 | $27K | 0.00% | NEW | — | $25.55 | +1.4% |
| 300 | VXUS | VANGUARD STAR FDS | — | 315.0 | $27K | 0.00% | NEW | — | $85.49 | +3.1% |
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%