ATWOOD & PALMER INC
Follow13F filer, CIK 1044929, KANSAS CITY, MO
ATWOOD & PALMER INC reported $1,599,659,325 across 514 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-08. Its ten largest share positions make up 32.73% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001044929-25-000006
- Period
- 2025-06-30
- Reported value
- $1.6B
- Holdings
- 514
- Top 10 weight
- 32.73%
- New
- 87
- Sold out
- 14
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JEMBnew | +1,035,255 | $53.6M |
| BBBInew | +711,570 | $36.7M |
| PSQOadded | +1,398,637 | $28.7M |
| TPYPnew | +659,221 | $23.6M |
| GSadded | +32,985 | $23.3M |
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 |
|---|---|---|
| MANAGED PORTFOLIO SERIESexited | -656,996 | -$23.9M |
| HOLXreduced | -353,126 | -$23M |
| GBILreduced | -209,468 | -$21M |
| IBTKreduced | -1,029,781 | -$20.4M |
| PYPLreduced | -250,289 | -$18.6M |
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, Q2 2025
Share positions as resolved from 13F-HR 0001044929-25-000006, largest first. % of portfolio is the value over $1,599,659,325, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| LUVSOUTHWEST AIRLS CO | 5 | $163 | <0.01% | 0 | Timeline | ||
| TDTORONTO DOMINION BK ONT | 2 | $147 | <0.01% | 0 | Timeline | ||
| VTVANGUARD INTL EQUITY INDEX F | 1 | $126 | <0.01% | 0 | Timeline | ||
| PSXPHILLIPS 66 | 1 | $120 | <0.01% | 0 | Timeline | ||
| ENVIROTECH VEHICLES INCENVIROTECH VEHICLES INC | 650 | $117 | <0.01% | 0 | |||
| DDD3D SYS CORP DEL | 50 | $77 | <0.01% | 0 | Timeline | ||
| INOINOVIO PHARMACEUTICALS INC | 18 | $37 | <0.01% | 0 | Timeline | ||
| OXY/WSOCCIDENTAL PETE CORP | 1 | $21 | <0.01% | 0 | Timeline | ||
| TRIBTRINITY BIOTECH INVT LTD | 20 | $13 | <0.01% | 0 | Timeline | ||
| ONLORION PROPERTIES INC | 5 | $11 | <0.01% | new | Timeline | ||
| VBRVANGUARD INDEX FDS | 0 | $10 | <0.01% | 0 | Amount filed as zero, left out of ratios. | Timeline | |
| CGCCANOPY GROWTH CORPORATION | 1 | $2 | <0.01% | 0 | Timeline | ||
| TILRAY INCTILRAY INC | 4 | $2 | <0.01% | 0 | |||
| WKHSWKHS | 1 | $2 | <0.01% | 0 |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES | 656,996 | $23.9M | shares |
| SHVISHARES TR | 8,316 | $919K | shares |
| VTEBVANGUARD MUN BD FDS | 5,691 | $282K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 750 | $128K | shares |
| IEFISHARES TR | 710 | $67.7K | shares |
| IWMISHARES TR | 240 | $47.9K | shares |
| TOTLSSGA ACTIVE ETF TR | 922 | $37.1K | shares |
| BILSPDR SERIES TRUST | 400 | $36.7K | shares |
| IWOISHARES TR | 75 | $19.2K | shares |
| NICENICE LTD | 115 | $17.7K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 45 | $7.45K | shares |
| SLBSLB LIMITED | 125 | $5.22K | shares |
| TBLLINVESCO EXCH TRADED FD TR II | 39 | $4.12K | shares |
| MBINMERCHANTS BANCORP IND | 1 | $37 | shares |
How Q2 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 0001044929-25-000006 | base | 2025-07-08 | acceptance time not in the bulk data set |