ATWOOD & PALMER INC

13F filer, CIK 1044929, KANSAS CITY, MO

ATWOOD & PALMER INC reported $1,441,701,232 across 441 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-15. Its ten largest share positions make up 29.83% of the portfolio.

Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001044929-25-000005

Period: 2025-03-31
Reported value: $1.44B
Holdings: 441
Top 10 weight: 29.83%
New: 19
Sold out: 47

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MELIadded	+7,706	$15M
UBERadded	+169,583	$12.4M
JSIadded	+89,397	$4.68M
PSQOadded	+215,056	$4.36M
JAAAadded	+40,502	$2.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PLTRreduced	-431,614	-$36.4M
FVreduced	-38,794	-$2.13M
MAreduced	-3,002	-$1.65M
GBILreduced	-16,225	-$1.63M
FITBreduced	-36,992	-$1.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001044929-25-000005, largest first. % of portfolio is the value over $1,441,701,232, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
PLTRPALANTIR TECHNOLOGIES INC	734,324	$62M	4.3%	-431,614		Timeline
AVDEAMERICAN CENTY ETF TR	710,627	$47.1M	3.27%	+20,186		Timeline
JAAAJANUS DETROIT STR TR	925,008	$46.9M	3.25%	+40,502		Timeline
SHYISHARES TR	560,933	$46.4M	3.22%	+19,302		Timeline
ABBVABBVIE INC	191,348	$40.1M	2.78%	-4,555		Timeline
GILDGILEAD SCIENCES INC	345,067	$38.7M	2.68%	-4,189		Timeline
GOOGALPHABET INC	245,265	$38.3M	2.66%	-859		Timeline
AVEMAMERICAN CENTY ETF TR	623,034	$37.5M	2.6%	+18,895		Timeline
AMPAMERIPRISE FINL INC	77,079	$37.3M	2.59%	-2,263		Timeline
URIUNITED RENTALS INC	57,102	$35.8M	2.48%	-535		Timeline
LDOSLEIDOS HOLDINGS INC	261,686	$35.3M	2.45%	+4,952		Timeline
MAMASTERCARD INCORPORATED	60,919	$33.4M	2.32%	-3,002		Timeline
MELIMERCADOLIBRE INC	17,008	$33.2M	2.3%	+7,706		Timeline
FITBFIFTH THIRD BANCORP	840,702	$33M	2.29%	-36,992		Timeline
CSCOCISCO SYS INC	521,206	$32.2M	2.23%	-1,743		Timeline
LMTLOCKHEED MARTIN CORP	67,977	$30.4M	2.11%	-73		Timeline
DHID R HORTON INC	229,353	$29.2M	2.02%	-2,057		Timeline
AAPLAPPLE INC	127,555	$28.3M	1.97%	-964		Timeline
IGSBISHARES TR	525,487	$27.5M	1.91%	+12,649		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	53,788	$26.8M	1.86%	-888		Timeline
VRTXVERTEX PHARMACEUTICALS INC	54,984	$26.7M	1.85%	-406		Timeline
REGNREGENERON PHARMACEUTICALS	41,974	$26.6M	1.85%	-1,709		Timeline
AVIVAMERICAN CENTY ETF TR	456,194	$25.9M	1.79%	+11,347		Timeline
IBTIISHARES TR	1,133,823	$25.2M	1.75%	+50,013		Timeline
CDWCDW CORP	156,292	$25M	1.74%	-1,011		Timeline
IBTJISHARES TR	1,138,479	$24.8M	1.72%	+48,927		Timeline
GBILGOLDMAN SACHS ETF TR	245,025	$24.5M	1.7%	-16,225		Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	656,996	$23.9M	1.66%	-316
WMTWALMART INC	268,851	$23.6M	1.64%	-10,491		Timeline
JSIJANUS DETROIT STR TR	449,236	$23.5M	1.63%	+89,397		Timeline
IBTKISHARES TR	1,128,891	$22.2M	1.54%	+49,918		Timeline
HOLXHOLOGIC INC	353,345	$21.8M	1.51%	-4,390		Timeline
GRMNGARMIN LTD	92,906	$20.2M	1.4%	-2,383		Timeline
UTHRUNITED THERAPEUTICS CORP DEL	63,696	$19.6M	1.36%	-879		Timeline
GNRCGENERAC HLDGS INC	147,971	$18.7M	1.3%	-586		Timeline
DKNGDRAFTKINGS INC NEW	526,862	$17.5M	1.21%	+2,603		Timeline
AVDVAMERICAN CENTY ETF TR	244,052	$17M	1.18%	+1,299		Timeline
VCSHVANGUARD SCOTTSDALE FDS	214,337	$16.9M	1.17%	-11,606		Timeline
GHYBGOLDMAN SACHS ETF TR	377,149	$16.8M	1.17%	-165		Timeline
PYPLPAYPAL HLDGS INC	251,626	$16.4M	1.14%	-468		Timeline
LOWLOWES COS INC	69,657	$16.2M	1.13%	-797		Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	310,145	$15.2M	1.06%	+40,299		Timeline
JBBBJANUS DETROIT STR TR	293,434	$14.3M	0.99%	-12,795		Timeline
LHXL3HARRIS TECHNOLOGIES INC	62,692	$13.1M	0.91%	+1,055		Timeline
UBERUBER TECHNOLOGIES INC	170,590	$12.4M	0.86%	+169,583		Timeline
SHYGISHARES TR	286,023	$12.2M	0.84%	+800		Timeline
ONON SEMICONDUCTOR CORP	289,056	$11.8M	0.82%	+6,945		Timeline
GSIEGOLDMAN SACHS ETF TR	279,142	$9.95M	0.69%	-14,582		Timeline
IMTMISHARES TR	243,931	$9.74M	0.68%	-12,137		Timeline
PSQOPALMER SQUARE FUNDS TR	398,136	$8.07M	0.56%	+215,056		Timeline
JKHYHENRY JACK & ASSOC INC	40,856	$7.46M	0.52%	0		Timeline
VSLUETF OPPORTUNITIES TRUST	208,457	$7.3M	0.51%	+23,638		Timeline
RSPINVESCO EXCHANGE TRADED FD T	41,861	$7.25M	0.5%	+7,734		Timeline
HDHOME DEPOT INC	18,166	$6.66M	0.46%	+42		Timeline
KMBKIMBERLY-CLARK CORP	43,131	$6.13M	0.43%	-1,500		Timeline
BDXBECTON DICKINSON & CO	25,045	$5.74M	0.4%	-529		Timeline
FVFIRST TR EXCHANGE TRADED FD	95,049	$5.21M	0.36%	-38,794		Timeline
CBSHCOMMERCE BANCSHARES INC	71,256	$4.43M	0.31%	-730		Timeline
JNJJOHNSON & JOHNSON	24,109	$4M	0.28%	+124		Timeline
GOOGLALPHABET INC	25,019	$3.87M	0.27%	+1,550		Timeline
PGPROCTER & GAMBLE CO	22,463	$3.83M	0.27%	+205		Timeline
CLCOLGATE PALMOLIVE CO	26,350	$2.47M	0.17%	0		Timeline
JPMJPMORGAN CHASE & CO	8,949	$2.2M	0.15%	+1,748		Timeline
PEPPEPSICO INC	14,093	$2.11M	0.15%	+331		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,923	$2.09M	0.14%	+232		Timeline
GSSTGOLDMAN SACHS ETF TR	40,400	$2.04M	0.14%	-7,200		Timeline
XOMEXXON MOBIL CORP	16,879	$2.01M	0.14%	-200		Timeline
IEIISHARES TR	16,830	$1.99M	0.14%	+1,555		Timeline
PAYXPAYCHEX INC	12,887	$1.99M	0.14%	0		Timeline
AMGNAMGEN INC	6,197	$1.93M	0.13%	-40		Timeline
MSFTMICROSOFT CORP	4,964	$1.86M	0.13%	+363		Timeline
RTXRTX CORPORATION	13,443	$1.78M	0.12%	-31		Timeline
AMZNAMAZON COM INC	9,270	$1.76M	0.12%	+1,924		Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,754	$1.66M	0.12%	+177		Timeline
GEMGOLDMAN SACHS ETF TR	48,067	$1.59M	0.11%	-4,293		Timeline
HIWHIGHWOODS PPTYS INC	51,007	$1.51M	0.1%	0		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,699	$1.51M	0.1%	+453		Timeline
NVDANVIDIA CORPORATION	13,871	$1.5M	0.1%	+2,163		Timeline
PHPARKER-HANNIFIN CORP	2,250	$1.37M	0.09%	0		Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,475	$1.37M	0.09%	-16		Timeline
JMBSJANUS DETROIT STR TR	24,030	$1.09M	0.08%	-1,140		Timeline
UMBFUMB FINL CORP	10,729	$1.08M	0.08%	+6,951		Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,149	$1.03M	0.07%	-1,150		Timeline
HTHHILLTOP HLDGS INC	33,100	$1.01M	0.07%	0		Timeline
MCDMCDONALDS CORP	3,188	$996K	0.07%	-26		Timeline
IVVISHARES TR	1,760	$989K	0.07%	-362		Timeline
SHVISHARES TR	8,316	$919K	0.06%	-502		Timeline
ITOTISHARES TR	7,081	$864K	0.06%	0		Timeline
CATCATERPILLAR INC	2,565	$846K	0.06%	0		Timeline
KOCOCA COLA CO	11,716	$839K	0.06%	-150		Timeline
DEDEERE & CO	1,768	$830K	0.06%	0		Timeline
CVXCHEVRON CORPORATION	4,903	$820K	0.06%	-16		Timeline
PNCPNC FINL SVCS GROUP INC	4,546	$799K	0.06%	0		Timeline
QCOMQUALCOMM INC	5,136	$789K	0.05%	+313		Timeline
IWFISHARES TR	2,175	$785K	0.05%	-375		Timeline
PMPHILIP MORRIS INTL INC	4,736	$752K	0.05%	-10		Timeline
BMYBRISTOL-MYERS SQUIBB CO	12,234	$746K	0.05%	+506		Timeline
IRMIRON MTN INC DEL	8,250	$710K	0.05%	0		Timeline
NEENEXTERA ENERGY INC	9,616	$682K	0.05%	0		Timeline
USBUS BANCORP	15,498	$654K	0.05%	-1,150		Timeline
WMWASTE MGMT INC DEL	2,805	$649K	0.05%	+98		Timeline
METAMETA PLATFORMS INC	1,115	$643K	0.04%	+100		Timeline
BACBANK OF AMER CORP	14,509	$605K	0.04%	+3,457		Timeline
AEPAMERICAN ELEC PWR CO INC	5,500	$601K	0.04%	0		Timeline
NXPINXP SEMICONDUCTORS N V	3,008	$572K	0.04%	0		Timeline
AVGOBROADCOM INC	3,370	$564K	0.04%	+1,188		Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	10,475	$530K	0.04%	-150		Timeline
LLYELI LILLY & CO	620	$512K	0.04%	+88		Timeline
ORCLORACLE CORP	3,633	$508K	0.04%	+270		Timeline
VVISA INC	1,382	$484K	0.03%	+762		Timeline
CARRCARRIER GLOBAL CORPORATION	7,607	$482K	0.03%	-100		Timeline
EMREMERSON ELEC CO	4,271	$468K	0.03%	-98		Timeline
SAIASAIA INC	1,325	$463K	0.03%	0		Timeline
VNLAJANUS DETROIT STR TR	9,235	$454K	0.03%	-1,225		Timeline
PSBDPALMER SQUARE CAPITAL BDC IN	34,010	$453K	0.03%	new		Timeline
TSLATESLA INC	1,695	$439K	0.03%	-15		Timeline
OTISOTIS WORLDWIDE CORP	3,925	$405K	0.03%	-57		Timeline
RFREGIONS FINANCIAL CORP NEW	18,500	$402K	0.03%	0		Timeline
ANETARISTA NETWORKS INC	5,169	$400K	0.03%	+121		Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	6,350	$380K	0.03%	-6,100		Timeline
AXONAXON ENTERPRISE INC	720	$379K	0.03%	+200		Timeline
VTIVANGUARD INDEX FDS	1,333	$366K	0.03%	+33		Timeline
AJGGALLAGHER ARTHUR J & CO	1,040	$359K	0.02%	+484		Timeline
FBINFORTUNE BRANDS INNOVATIONS I	5,078	$309K	0.02%	0		Timeline
TJXTJX COS INC NEW	2,434	$296K	0.02%	-42		Timeline
ICSHISHARES TR	5,777	$293K	0.02%	-8,000		Timeline
UNHUNITEDHEALTH GROUP INC	556	$291K	0.02%	-219		Timeline
MOALTRIA GROUP INC	4,808	$289K	0.02%	0		Timeline
DHRDANAHER CORP DEL	1,380	$283K	0.02%	+985		Timeline
VTEBVANGUARD MUN BD FDS	5,691	$282K	0.02%	0		Timeline
ECLECOLAB INC	1,092	$277K	0.02%	-27		Timeline
AVIGAMERICAN CENTY ETF TR	6,635	$275K	0.02%	0		Timeline
PFEPFIZER INC	10,539	$267K	0.02%	-3,400		Timeline
HONHONEYWELL INTL INC	1,257	$266K	0.02%	-13		Timeline
IJHISHARES TR	4,530	$264K	0.02%	0		Timeline
ZTSZOETIS INC	1,569	$258K	0.02%	-600		Timeline
STPZPIMCO ETF TR	4,500	$243K	0.02%	-400		Timeline
TTTRANE TECHNOLOGIES PLC	700	$236K	0.02%	0		Timeline
SRESEMPRA	3,300	$235K	0.02%	0		Timeline
QQQINVESCO QQQ TR	502	$235K	0.02%	+330		Timeline
LHLABCORP HOLDINGS INC	1,000	$233K	0.02%	0		Timeline
PANWPALO ALTO NETWORKS INC	1,362	$232K	0.02%	+816		Timeline
IWDISHARES TR	1,234	$232K	0.02%	0		Timeline
DUKDUKE ENERGY CORP NEW	1,878	$229K	0.02%	+530		Timeline
EPDENTERPRISE PRODS PARTNERS L	6,700	$229K	0.02%	0		Timeline
TYLTYLER TECHNOLOGIES INC	374	$217K	0.02%	+270		Timeline
WFCWELLS FARGO & CO	2,925	$210K	0.01%	-1,500		Timeline
EEMISHARES TR	4,790	$209K	0.01%	-300		Timeline
SPYVSPDR SERIES TRUST	4,071	$208K	0.01%	0		Timeline
CWCURTISS WRIGHT CORP	648	$206K	0.01%	0		Timeline
UIUBIQUITI INC	660	$205K	0.01%	new		Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	373	$199K	0.01%	0		Timeline
UNPUNION PAC CORP	832	$197K	0.01%	-25		Timeline
GSYINVESCO ACTIVELY MANAGED EXC	3,800	$190K	0.01%	-650		Timeline
MCOMOODYS CORP	400	$186K	0.01%	-400		Timeline
SPTMSPDR SERIES TRUST	2,548	$173K	0.01%	-117		Timeline
ACGLARCH CAP GROUP LTD	1,800	$173K	0.01%	0		Timeline
VUGVANGUARD INDEX FDS	460	$171K	0.01%	0		Timeline
CPCANADIAN PACIFIC KANSAS CITY	2,399	$168K	0.01%	0		Timeline
DISDISNEY WALT CO	1,670	$165K	0.01%	+96		Timeline
CRWDCROWDSTRIKE HLDGS INC	446	$157K	0.01%	+46		Timeline
SYKSTRYKER CORPORATION	403	$150K	0.01%	+400		Timeline
ORLYOREILLY AUTOMOTIVE INC	103	$148K	0.01%	+27		Timeline
POSTPOST HLDGS INC	1,268	$148K	0.01%	0		Timeline
IJRISHARES TR	1,338	$140K	0.01%	0		Timeline
EFSCENTERPRISE FINL SVCS CORP	2,460	$132K	0.01%	0		Timeline
NJRNEW JERSEY RES CORP	2,680	$131K	0.01%	0		Timeline
ABTABBOTT LABORATORIES	986	$131K	0.01%	-492		Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	750	$128K	0.01%	0
FXLFIRST TR EXCHANGE-TRADED FD	950	$126K	0.01%	-50		Timeline
AVLVAMERICAN CENTY ETF TR	1,917	$125K	0.01%	0		Timeline
IJSISHARES TR	1,271	$124K	0.01%	0		Timeline
FLOFLOWERS FOODS INC	6,362	$121K	0.01%	0		Timeline
AMTAMERICAN TOWER CORP	553	$120K	0.01%	+100		Timeline
BRBRBELLRING BRANDS INC	1,607	$120K	0.01%	0		Timeline
GEGE AEROSPACE	569	$114K	0.01%	0		Timeline
FXHFIRST TR EXCHANGE-TRADED FD	1,090	$113K	0.01%	0		Timeline
FISVFISERV INC	500	$110K	0.01%	-66		Timeline
CRMSALESFORCE INC	408	$110K	0.01%	+28		Timeline
ENRENERGIZER HLDGS INC	3,642	$109K	0.01%	0		Timeline
AVMCAMERICAN CENTY ETF TR	1,743	$108K	0.01%	0		Timeline
CPRTCOPART INC	1,803	$102K	0.01%	new		Timeline
SDYSPDR SERIES TRUST	750	$102K	0.01%	0		Timeline
VNQVANGUARD INDEX FDS	1,112	$101K	0.01%	0		Timeline
SPGIS&P GLOBAL INC	193	$98.1K	0.01%	0		Timeline
EMNEASTMAN CHEM CO	1,100	$96.9K	0.01%	0		Timeline
AVDSAMERICAN CENTY ETF TR	1,706	$92.7K	0.01%	0		Timeline
SRPTSAREPTA THERAPEUTICS INC	1,400	$89.3K	0.01%	0		Timeline
DJTWWTRUMP MEDIA & TECHNOLOGY GRO	7,100	$88.2K	0.01%	0		Timeline
TMUST-MOBILE US INC	330	$88K	0.01%	-5		Timeline
EVRGEVERGY INC	1,268	$87.4K	0.01%	-1		Timeline
DIVOAMPLIFY ETF TR	2,130	$86.8K	0.01%	0		Timeline
ISRGINTUITIVE SURGICAL INC	175	$86.7K	0.01%	0		Timeline
FDNFIRST TR EXCHANGE-TRADED FD	385	$85.5K	0.01%	0		Timeline
TYTRI CONTL CORP	2,726	$83.6K	0.01%	0		Timeline
LINLINDE PLC	177	$82.4K	0.01%	-1		Timeline
IJTISHARES TR	658	$81.9K	0.01%	0		Timeline
VRPINVESCO EXCH TRADED FD TR II	3,370	$81.7K	0.01%	-863		Timeline
IWNISHARES TR	539	$81.4K	0.01%	0		Timeline
HEIHEICO CORP NEW	300	$80.2K	0.01%	new		Timeline
ESLTELBIT SYS LTD	200	$76.7K	0.01%	0		Timeline
MDTMEDTRONIC PLC	775	$69.6K	<0.01%	-99		Timeline
SEESEALED AIR CORP NEW	2,400	$69.4K	<0.01%	0		Timeline
IEFISHARES TR	710	$67.7K	<0.01%	+410		Timeline
MBCMASTERBRAND INC	5,078	$66.3K	<0.01%	0		Timeline
EWEDWARDS LIFESCIENCES CORP	912	$66.1K	<0.01%	0		Timeline
MRKMERCK & CO INC	730	$65.5K	<0.01%	0		Timeline
VIGVANGUARD SPECIALIZED FUNDS	336	$65.2K	<0.01%	0		Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	986	$64.3K	<0.01%	0		Timeline
ADBEADOBE INC	167	$64K	<0.01%	-10		Timeline
COPCONOCOPHILLIPS	603	$63.3K	<0.01%	-209		Timeline
TRVTRAVELERS COMPANIES INC	238	$62.9K	<0.01%	0		Timeline
TCBITEXAS CAP BANCSHARES INC	800	$59.8K	<0.01%	0		Timeline
TXNTEXAS INSTRS INC	317	$57K	<0.01%	0		Timeline
SPSMSPDR SERIES TRUST	1,385	$56.5K	<0.01%	0		Timeline
QTECFIRST TR EXCHANGE-TRADED FD	325	$56.4K	<0.01%	-25		Timeline
DDOMINION ENERGY INC	1,000	$56.1K	<0.01%	0		Timeline
CVSCVS HEALTH CORP	820	$55.6K	<0.01%	+570		Timeline
IWPISHARES TR	460	$54K	<0.01%	0		Timeline
CORTCORCEPT THERAPEUTICS INC	464	$53K	<0.01%	0		Timeline
BPBP PLC	1,500	$50.7K	<0.01%	-850		Timeline
IEFAISHARES TR	663	$50.2K	<0.01%	0		Timeline
VEAVANGUARD TAX-MANAGED FDS	971	$49.4K	<0.01%	+99		Timeline
FTNTFORTINET INC	500	$48.1K	<0.01%	0		Timeline
PLMRPALOMAR HLDGS INC	350	$48K	<0.01%	0		Timeline
IWMISHARES TR	240	$47.9K	<0.01%	0		Timeline
PWRQUANTA SVCS INC	178	$45.2K	<0.01%	0		Timeline
GSGOLDMAN SACHS GROUP INC	82	$44.8K	<0.01%	0		Timeline
GEVGE VERNOVA INC	141	$43K	<0.01%	0		Timeline
ACNACCENTURE PLC IRELAND	137	$42.8K	<0.01%	+110		Timeline
CTVACORTEVA INC	679	$42.7K	<0.01%	-130		Timeline
MDLZMONDELEZ INTL INC	629	$42.7K	<0.01%	-167		Timeline
BLKBLACKROCK INC	45	$42.6K	<0.01%	+10		Timeline
INTUINTUIT	67	$41.1K	<0.01%	0		Timeline
TGTTARGET CORP	389	$40.6K	<0.01%	+352		Timeline
WHWYNDHAM HOTELS & RESORTS INC	448	$40.5K	<0.01%	0		Timeline
HUMHUMANA INC	153	$40.5K	<0.01%	0		Timeline
FXRFIRST TR EXCHANGE-TRADED FD	575	$40K	<0.01%	0		Timeline
SPSBSPDR SERIES TRUST	1,325	$39.9K	<0.01%	0		Timeline
CBCHUBB LIMITED	130	$39.3K	<0.01%	-75		Timeline
NVONOVO-NORDISK A S	559	$38.8K	<0.01%	0		Timeline
DOWDOW HLDGS INC	1,100	$38.4K	<0.01%	0		Timeline
MSIMOTOROLA SOLUTIONS INC	85	$37.2K	<0.01%	0		Timeline
TOTLSSGA ACTIVE ETF TR	922	$37.1K	<0.01%	0		Timeline
IVWISHARES TR	396	$36.8K	<0.01%	0		Timeline
BILSPDR SERIES TRUST	400	$36.7K	<0.01%	0		Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	1,550	$35.7K	<0.01%	0
ETNEATON CORP PLC	131	$35.6K	<0.01%	-87		Timeline
PFFISHARES TR	1,140	$35K	<0.01%	-2,057		Timeline
AFLAFLAC INC	315	$35K	<0.01%	0		Timeline
DXCMDEXCOM INC	500	$34.1K	<0.01%	0		Timeline
CAHCARDINAL HEALTH INC	247	$34K	<0.01%	0		Timeline
OGEOGE ENERGY CORP	720	$33.1K	<0.01%	0		Timeline
EEFTEURONET WORLDWIDE INC	300	$32.1K	<0.01%	0		Timeline
VHTVANGUARD WORLD FD	121	$32K	<0.01%	0		Timeline
FXDFIRST TR EXCHANGE-TRADED FD	545	$31.6K	<0.01%	0		Timeline
HRBBLOCK H & R INC	570	$31.3K	<0.01%	0		Timeline
VOOVANGUARD INDEX FDS	61	$31.2K	<0.01%	0		Timeline
EPCEDGEWELL PERSONAL CARE CO	1,000	$31.2K	<0.01%	0		Timeline
ALLALLSTATE CORP	150	$31.1K	<0.01%	-50		Timeline
IJKISHARES TR	365	$30.4K	<0.01%	0		Timeline
NMRKNEWMARK GROUP INC	2,424	$29.5K	<0.01%	0		Timeline
VBVANGUARD INDEX FDS	132	$29.3K	<0.01%	0		Timeline
FTXRFIRST TR EXCHANGE TRADED FD	975	$28.9K	<0.01%	0		Timeline
HCAHCA HEALTHCARE INC	82	$28.3K	<0.01%	new		Timeline
VWOVANGUARD INTL EQUITY INDEX F	617	$27.9K	<0.01%	0		Timeline
CMGCHIPOTLE MEXICAN GRILL INC	550	$27.6K	<0.01%	-25		Timeline
SPOTSPOTIFY TECHNOLOGY S A	50	$27.5K	<0.01%	-5		Timeline
GTYGETTY RLTY CORP NEW	879	$27.4K	<0.01%	0		Timeline
INTCINTEL CORP	1,200	$27.3K	<0.01%	-300		Timeline
LRCXLAM RESEARCH CORP	370	$26.9K	<0.01%	0		Timeline
BWINTHE BALDWIN INSURANCE GRP IN	580	$25.9K	<0.01%	0		Timeline
SPGSIMON PPTY GROUP INC NEW	155	$25.7K	<0.01%	0		Timeline
EDCONSOLIDATED EDISON INC	232	$25.7K	<0.01%	0		Timeline
SSNCSS&C TECH HLDGS	298	$24.9K	<0.01%	+166		Timeline
SCHWCHARLES SCHWAB CORP (THE)	313	$24.5K	<0.01%	new		Timeline
MLMMARTIN MARIETTA MATLS INC	51	$24.4K	<0.01%	new		Timeline
GFLGFL ENVIRONMENTAL INC	500	$24.2K	<0.01%	0		Timeline
PGRPROGRESSIVE CORP	85	$24.1K	<0.01%	+1		Timeline
BSJQINVESCO EXCH TRD SLF IDX FD	1,000	$23.2K	<0.01%	0		Timeline
TNLTRAVEL PLUS LEISURE CO	500	$23.1K	<0.01%	0		Timeline
NKENIKE INC	362	$23K	<0.01%	-27		Timeline
TSCOTRACTOR SUPPLY CO	415	$22.9K	<0.01%	0		Timeline
SWKSSKYWORKS SOLUTIONS INC	351	$22.7K	<0.01%	0		Timeline
OUNZVANECK MERK GOLD ETF	749	$22.6K	<0.01%	0		Timeline
PCARPACCAR INC	230	$22.4K	<0.01%	new		Timeline
VGTVANGUARD WORLD FD	40	$21.7K	<0.01%	0		Timeline
EWCISHARES INC	500	$20.4K	<0.01%	new		Timeline
SBUXSTARBUCKS CORP	207	$20.3K	<0.01%	0		Timeline
ADXADAMS DIVERSIFIED EQUITY FD	1,057	$20.1K	<0.01%	0		Timeline
MRSHMARSH & MCLENNAN COS INC	81	$19.8K	<0.01%	0		Timeline
ADMARCHER DANIELS MIDLAND CO	410	$19.7K	<0.01%	0		Timeline
INCOCOLUMBIA ETF TR II	330	$19.6K	<0.01%	0		Timeline
IWOISHARES TR	75	$19.2K	<0.01%	0		Timeline
MCKMCKESSON CORP	27	$18.2K	<0.01%	-7		Timeline
TRGPTARGA RES CORP	90	$18K	<0.01%	0		Timeline
NICENICE LTD	115	$17.7K	<0.01%	new		Timeline
SHAKSHAKE SHACK INC	200	$17.6K	<0.01%	0		Timeline
BNYBANK OF NY MELLON CORP	210	$17.6K	<0.01%	0		Timeline
LINELINEAGE INC	300	$17.6K	<0.01%	0		Timeline
USRTISHARES TR	303	$17.5K	<0.01%	-28		Timeline
RPMRPM INTL INC	150	$17.4K	<0.01%	0		Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	1,500	$16.8K	<0.01%	0
UNMUNUM GROUP	200	$16.3K	<0.01%	new		Timeline
VLTOVERALTO CORP	165	$16.1K	<0.01%	+65		Timeline
ARESARES MANAGEMENT CORPORATION	107	$15.7K	<0.01%	0		Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	189	$15.3K	<0.01%	0		Timeline
AZNASTRAZENECA PLC-SPONS ADR	200	$14.7K	<0.01%	0		Timeline
CNPCENTERPOINT ENERGY INC	400	$14.5K	<0.01%	0		Timeline
EMBCEMBECTA CORP	1,120	$14.3K	<0.01%	-65		Timeline
KLACKLA CORP	21	$14.3K	<0.01%	0		Timeline
BXBLACKSTONE INC	100	$14K	<0.01%	0		Timeline
SLQTSELECTQUOTE INC	4,000	$13.4K	<0.01%	0		Timeline
VZVERIZON COMMUNICATIONS INC	287	$13K	<0.01%	-28		Timeline
FBTFIRST TR EXCHANGE-TRADED FD	75	$12.8K	<0.01%	0		Timeline
CMCSACOMCAST CORP NEW	345	$12.7K	<0.01%	0		Timeline
APAAPA CORPORATION	600	$12.6K	<0.01%	0		Timeline
CEGCONSTELLATION ENERGY CORP	61	$12.3K	<0.01%	-66		Timeline
CMSCMS ENERGY CORP	160	$12K	<0.01%	0		Timeline
ETRENTERGY CORP NEW	140	$12K	<0.01%	-148		Timeline
ABNBAIRBNB INC	100	$11.9K	<0.01%	0		Timeline
RLRALPH LAUREN CORP	51	$11.3K	<0.01%	0		Timeline
CNKCINEMARK HLDGS INC	452	$11.3K	<0.01%	+437		Timeline
WMBWILLIAMS COS INC	188	$11.2K	<0.01%	0		Timeline
AMATAPPLIED MATLS INC	75	$10.9K	<0.01%	0		Timeline
EQIXEQUINIX INC	13	$10.6K	<0.01%	+10		Timeline
IOOISHARES TR	110	$10.6K	<0.01%	0		Timeline
ULTAULTA BEAUTY INC	28	$10.3K	<0.01%	0		Timeline
MNKDMANNKIND CORP	2,000	$10.1K	<0.01%	0		Timeline
MSMORGAN STANLEY	85	$9.92K	<0.01%	0		Timeline
NTRSNORTHERN TR CORP	100	$9.87K	<0.01%	0		Timeline
VCRVANGUARD WORLD FD	30	$9.77K	<0.01%	0		Timeline
FSLRFIRST SOLAR INC	75	$9.48K	<0.01%	0		Timeline
BANCBANC OF CALIFORNIA INC	656	$9.31K	<0.01%	0		Timeline
CMECME GROUP INC	35	$9.29K	<0.01%	0		Timeline
TFCTRUIST FINL CORP	225	$9.26K	<0.01%	0		Timeline
EMEEMCOR GROUP INC	25	$9.24K	<0.01%	new		Timeline
CTASCINTAS CORP	44	$9.04K	<0.01%	0		Timeline
GLDSPDR GOLD TR	31	$8.93K	<0.01%	0		Timeline
TXTTEXTRON INC	120	$8.67K	<0.01%	0		Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	100	$8.44K	<0.01%	0		Timeline
VOOGVANGUARD ADMIRAL FDS INC	25	$8.36K	<0.01%	0		Timeline
JCIJOHNSON CONTROLS INTERNATION	104	$8.33K	<0.01%	0		Timeline
PRUPRUDENTIAL FINL INC	71	$7.93K	<0.01%	0		Timeline
RIGTRANSOCEAN LTD	2,500	$7.92K	<0.01%	0		Timeline
AZOAUTOZONE INC	2	$7.63K	<0.01%	0		Timeline
FTREFORTREA HLDGS INC	1,000	$7.55K	<0.01%	0		Timeline
ODFLOLD DOMINION FREIGHT LINE IN	45	$7.45K	<0.01%	0		Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	197	$7.19K	<0.01%	0		Timeline
ADIANALOG DEVICES INC	35	$7.06K	<0.01%	-61		Timeline
MPWRMONOLITHIC PWR SYS INC	12	$6.96K	<0.01%	0		Timeline
EFAISHARES TR	84	$6.87K	<0.01%	0		Timeline
AXPAMERICAN EXPRESS CO	24	$6.46K	<0.01%	0		Timeline
XLFSELECT SECTOR SPDR TR	127	$6.33K	<0.01%	0		Timeline
FLMXFRANKLIN TEMPLETON ETF TR	250	$6.26K	<0.01%	new		Timeline
RSGREPUBLIC SVCS INC	25	$6.05K	<0.01%	0		Timeline
GWWWW GRAINGER INC	6	$5.93K	<0.01%	0		Timeline
XLYSELECT SECTOR SPDR TR	29	$5.73K	<0.01%	0		Timeline
CFFNCAPITOL FED FINL INC	1,000	$5.6K	<0.01%	0		Timeline
FETHFIDELITY ETHEREUM FD	300	$5.47K	<0.01%	0		Timeline
IEMGISHARES INC	99	$5.34K	<0.01%	new		Timeline
SLBSLB LIMITED	125	$5.22K	<0.01%	-239		Timeline
THRDTHIRD HARMONIC BIO INC	1,500	$5.21K	<0.01%	new		Timeline
NOCNORTHROP GRUMMAN CORP	10	$5.12K	<0.01%	-8		Timeline
XLBSELECT SECTOR SPDR TR	59	$5.07K	<0.01%	0		Timeline
EQTEQT CORP	89	$4.76K	<0.01%	0		Timeline
ROPROPER TECHNOLOGIES INC	8	$4.72K	<0.01%	0		Timeline
PBRPETROLEO BRASILEIRO S A	327	$4.69K	<0.01%	0		Timeline
FLEXFLEX LTD	141	$4.67K	<0.01%	0		Timeline
ETENERGY TRANSFER L P	223	$4.15K	<0.01%	0		Timeline
TBLLINVESCO EXCH TRADED FD TR II	39	$4.12K	<0.01%	new		Timeline
HPKHIGHPEAK ENERGY INC	325	$4.12K	<0.01%	0		Timeline
RBLXROBLOX CORP	70	$4.08K	<0.01%	0		Timeline
FCXFREEPORT MCMORAN INC	106	$4.01K	<0.01%	0		Timeline
SHOPSHOPIFY INC	40	$3.82K	<0.01%	0		Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	44	$3.74K	<0.01%	0		Timeline
TELTE CONNECTIVITY PLC	26	$3.67K	<0.01%	0		Timeline
RDDTREDDIT INC	35	$3.67K	<0.01%	0		Timeline
VLOVALERO ENERGY CORP	25	$3.3K	<0.01%	0		Timeline
PENNPENN ENTERTAINMENT INC	200	$3.26K	<0.01%	0		Timeline
GISGENERAL MILLS INC	50	$2.99K	<0.01%	-225		Timeline
GLWCORNING INC	65	$2.98K	<0.01%	0		Timeline
WABWABTEC	16	$2.9K	<0.01%	0		Timeline
MRNAMODERNA INC	100	$2.83K	<0.01%	0		Timeline
AMHAMERICAN HOMES 4 RENT	73	$2.76K	<0.01%	0		Timeline
CITHE CIGNA GROUP	8	$2.63K	<0.01%	0		Timeline
ACMAECOM	28	$2.6K	<0.01%	0		Timeline
UNILEVER PLCUNILEVER PLC	42	$2.5K	<0.01%	-179
FMSFRESENIUS MEDICAL CARE AG	100	$2.49K	<0.01%	0		Timeline
FDXFEDEX CORP	10	$2.44K	<0.01%	0		Timeline
ADSKAUTODESK INC	9	$2.36K	<0.01%	0		Timeline
UPSUNITED PARCEL SVCS INC	20	$2.2K	<0.01%	0		Timeline
DALDELTA AIR LINES INC	50	$2.18K	<0.01%	0		Timeline
ODDODDITY TECH LTD	50	$2.16K	<0.01%	0		Timeline
EXCEXELON CORP	46	$2.12K	<0.01%	-200		Timeline
BSXBOSTON SCIENTIFIC CORP	19	$1.92K	<0.01%	-184		Timeline
VTRSVIATRIS INC	204	$1.78K	<0.01%	-43		Timeline
AMEAMETEK INC	10	$1.72K	<0.01%	0		Timeline
SCISERVICE CORP INTL	18	$1.44K	<0.01%	0		Timeline
MSTRSTRATEGY INC	5	$1.44K	<0.01%	new		Timeline
ARKKARK ETF TR	30	$1.43K	<0.01%	0		Timeline
CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM	350	$1.43K	<0.01%	0
LULULULULEMON ATHLETICA INC	5	$1.42K	<0.01%	0		Timeline
TDGTRANSDIGM GROUP INC	1	$1.38K	<0.01%	0		Timeline
EMBJEMBRAER S.A.	29	$1.34K	<0.01%	0		Timeline
BABAALIBABA GROUP HLDG LTD	10	$1.32K	<0.01%	0		Timeline
ONONON HLDG AG	30	$1.32K	<0.01%	0		Timeline
FANGDIAMONDBACK ENERGY INC	7	$1.12K	<0.01%	0		Timeline
SHELSHELL PLC	15	$1.1K	<0.01%	-232		Timeline
BHFBRIGHTHOUSE FINL INC	18	$1.04K	<0.01%	0		Timeline
NXTNEXTPOWER INC	24	$1.01K	<0.01%	0		Timeline
NFLXNETFLIX INC.	1	$933	<0.01%	0		Timeline
STZCONSTELLATION BRANDS INC	5	$918	<0.01%	0		Timeline
DELLDELL TECHNOLOGIES INC	10	$912	<0.01%	0		Timeline
TKRTIMKEN CO	12	$863	<0.01%	0		Timeline
IRINGERSOLL RAND INC	10	$801	<0.01%	0		Timeline
SMHVANECK ETF TRUST	4	$764	<0.01%	0		Timeline
BIIBBIOGEN INC	5	$685	<0.01%	0		Timeline
NIONIO INC	175	$667	<0.01%	0		Timeline
ASMLASML HLDG NV	1	$663	<0.01%	0		Timeline
NUTXNUTEX HEALTH INC	13	$612	<0.01%	0		Timeline
NBIXNEUROCRINE BIOSCIENCES INC	5	$553	<0.01%	0		Timeline
GRWGGROWGENERATION CORP	500	$540	<0.01%	0		Timeline
SAPSAP SE	2	$537	<0.01%	-2		Timeline
IPINTERNATIONAL PAPER CO	10	$534	<0.01%	0		Timeline
OXYOCCIDENTAL PETE CORP	10	$494	<0.01%	0		Timeline
STIMNEURONETICS INC	100	$368	<0.01%	0		Timeline
LUVSOUTHWEST AIRLS CO	5	$168	<0.01%	0		Timeline
ENVIROTECH VEHICLES INCENVIROTECH VEHICLES INC	650	$165	<0.01%	0
PSXPHILLIPS 66	1	$124	<0.01%	0		Timeline
TDTORONTO DOMINION BK ONT	2	$120	<0.01%	0		Timeline
VTVANGUARD INTL EQUITY INDEX F	1	$113	<0.01%	0		Timeline
DDD3D SYS CORP DEL	50	$106	<0.01%	0		Timeline
MBINMERCHANTS BANCORP IND	1	$37	<0.01%	0		Timeline
INOINOVIO PHARMACEUTICALS INC	18	$30	<0.01%	0		Timeline
OXY/WSOCCIDENTAL PETE CORP	1	$28	<0.01%	0		Timeline
TRIBTRINITY BIOTECH INVT LTD	20	$12	<0.01%	0		Timeline
VBRVANGUARD INDEX FDS	0	$10	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
TILRAY INCTILRAY INC	4	$3	<0.01%	0
WKHSWKHS	1	$2	<0.01%	new
CGCCANOPY GROWTH CORPORATION	1	$1	<0.01%	0		Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HEARTLAND FINL USA INCHEARTLAND FINL USA INC	12,639	$775K	shares
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC	600	$50.1K	shares
IVTINVENTRUST PPTYS CORP	1,476	$44.5K	shares
GDXVANECK ETF TRUST	840	$28.5K	shares
LQDISHARES TR	257	$27.5K	shares
STIPISHARES TR	201	$20.2K	shares
FLOTISHARES TR	379	$19.3K	shares
VCITVANGUARD SCOTTSDALE FDS	225	$18.1K	shares
WSMWILLIAMS SONOMA INC	82	$15.2K	shares
KDKYNDRYL HLDGS INC	400	$13.8K	shares
ELVELEVANCE HEALTH INC FORMERLY	37	$13.7K	shares
BSVVANGUARD BD INDEX FDS	171	$13.2K	shares
BWXTBWX TECHNOLOGIES INC	115	$12.8K	shares
LAMRLAMAR ADVERTISING CO	96	$11.7K	shares
EGEVEREST GROUP LTD	31	$11.2K	shares
CCICROWN CASTLE INC	100	$9.08K	shares
DOXAMDOCS LTD	106	$9.03K	shares
FAFFIRST AMERN FINL CORP	138	$8.62K	shares
CSLCARLISLE COS INC	23	$8.48K	shares
WATWATERS CORP	20	$7.42K	shares
SYYSYSCO CORP	93	$7.11K	shares
HUNHUNTSMAN CORP	322	$5.81K	shares
MURMURPHY OIL CORP	185	$5.6K	shares
MMM3M CO	42	$5.42K	shares
ALCALCON AG	59	$5.01K	shares
EBAYEBAY INC.	77	$4.77K	shares
PRFZINVESCO EXCHANGE TRADED FD T	100	$4.16K	shares
RBARB GLOBAL INC	38	$3.43K	shares
ZBHZIMMER BIOMET HOLDINGS INC	30	$3.17K	shares
AVUVAMERICAN CENTY ETF TR	31	$2.99K	shares
EFAVISHARES TR	42	$2.97K	shares
AWKAMERICAN WTR WKS CO INC NEW	21	$2.62K	shares
DECKDECKERS OUTDOOR CORP	12	$2.44K	shares
EEMVISHARES INC	42	$2.44K	shares
JEFJEFFERIES FINANCIAL GROUP IN	29	$2.27K	shares
APPAPPLOVIN CORP	7	$2.27K	shares
APTVAPTIV PLC	25	$1.51K	shares
NOWSERVICENOW INC	1	$1.06K	shares
IFVFIRST TR EXCHANGE TRADED FD	50	$959	shares
TAT&T INC	42	$957	shares
TWTRADEWEB MKTS INC	7	$917	shares
HWMHOWMET AEROSPACE INC	8	$875	shares
ANFABERCROMBIE & FITCH CO	4	$598	shares
SNSHARKNINJA INC	4	$390	shares
ARMARM HOLDINGS PLC	3	$371	shares
HIGHARTFORD INSURANCE GROUP INC	3	$329	shares
WORKHORSE GROUP INCWORKHORSE GROUP INC	1	$1	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001044929-25-000005	base		2025-04-15	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC