ATWOOD & PALMER INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITED RENTALS INC(URI) | 58,565 | 58,622 | +57 | 42,668,107 | 66,412,391 | 3.54% | +23,744,284 |
| CISCO SYS INC(CSCO) | 514,385 | 506,582 | -7,803 | 39,911,120 | 59,503,120 | 3.17% | +19,592,000 |
| GENERAC HLDGS INC(GNRC) | 158,703 | 157,868 | -835 | 30,999,432 | 46,225,292 | 2.47% | +15,225,860 |
| ALPHABET INC(GOOG) | 239,876 | 236,545 | -3,331 | 68,810,705 | 83,578,315 | 4.46% | +14,767,610 |
| NOKIA CORP(NOK) | 2,460,760 | 2,457,295 | -3,465 | 19,784,511 | 32,632,882 | 1.74% | +12,848,371 |
| AMERICAN CENTY ETF TR | 671,428 | 674,517 | +3,089 | 54,103,664 | 65,084,166 | 3.47% | +10,980,502 |
| FIFTH THIRD BANCORP(FITB) | 837,279 | 838,806 | +1,527 | 38,899,965 | 47,283,492 | 2.52% | +8,383,527 |
| ABBVIE INC(ABBV) | 194,148 | 195,763 | +1,615 | 42,225,320 | 49,261,888 | 2.63% | +7,036,568 |
| D R HORTON INC(DHI) | 238,240 | 237,817 | -423 | 32,691,278 | 38,735,628 | 2.07% | +6,044,350 |
| GOLDMAN SACHS GROUP INC(GS) | 33,362 | 33,444 | +82 | 28,224,075 | 33,824,556 | 1.80% | +5,600,481 |
| APPLE INC(AAPL) | 127,381 | 127,072 | -309 | 32,328,085 | 36,769,674 | 1.96% | +4,441,589 |
| NVIDIA CORPORATION(NVDA) | 150,951 | 151,676 | +725 | 26,325,864 | 30,348,870 | 1.62% | +4,023,006 |
| AMERICAN CENTY ETF TR | 767,452 | 771,462 | +4,010 | 65,110,632 | 68,814,442 | 3.67% | +3,703,810 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 55,753 | 56,357 | +604 | 24,895,945 | 27,994,213 | 1.49% | +3,098,268 |
| CDW CORP(CDW) | 159,131 | 157,897 | -1,234 | 19,258,012 | 22,206,620 | 1.18% | +2,948,608 |
| JANUS DETROIT STR TR HEND EM DEBT ETF | 1,147,399 | 1,166,905 | +19,506 | 60,193,252 | 62,785,305 | 3.35% | +2,592,053 |
| AMERICAN CENTY ETF TR | 499,116 | 508,168 | +9,052 | 37,348,877 | 39,342,335 | 2.10% | +1,993,458 |
| CENTRAL BANCOMPANY(CBC) | 282,050 | 282,050 | 0 | 6,755,098 | 8,568,679 | 0.46% | +1,813,581 |
| ALPHABET INC(GOOG) | 24,556 | 24,456 | -100 | 7,061,324 | 8,739,841 | 0.47% | +1,678,517 |
| ON SEMICONDUCTOR CORP(ON) | 306,776 | 216,936 | -89,840 | 18,995,592 | 20,509,162 | 1.09% | +1,513,570 |
| AMERICAN CENTY ETF TR | 272,527 | 278,701 | +6,174 | 27,214,562 | 28,720,164 | 1.53% | +1,505,602 |
| JANUS DETROIT STR TR HENDRSON AAA CL | 1,149,903 | 1,170,199 | +20,296 | 57,920,598 | 59,083,360 | 3.15% | +1,162,762 |
| AMERIPRISE FINL INC(AMP) | 77,345 | 77,270 | -75 | 34,371,945 | 35,448,277 | 1.89% | +1,076,332 |
| ISHARES TR MSCI INTL MOMENT | 228,717 | 224,812 | -3,905 | 10,982,976 | 11,989,208 | 0.64% | +1,006,232 |
| PALMER SQUARE FUNDS TR | 2,019,239 | 2,048,978 | +29,739 | 41,434,784 | 42,352,375 | 2.26% | +917,591 |
| ISHARES TR | 717,219 | 732,119 | +14,900 | 59,220,759 | 60,114,277 | 3.21% | +893,518 |
| CATERPILLAR INC(CAT) | 2,567 | 2,448 | -119 | 1,818,617 | 2,606,876 | 0.14% | +788,259 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 54,303 | 54,746 | +443 | 26,691,595 | 27,447,526 | 1.46% | +755,931 |
| BONDBLOXX ETF TRUST BBB RATED 5 10 Y | 770,820 | 785,064 | +14,244 | 39,643,260 | 40,369,081 | 2.15% | +725,821 |
| FIRST TR EXCHANGE TRADED FD DORSEY WRT 5 ETF | 80,737 | 73,527 | -7,210 | 4,879,543 | 5,579,229 | 0.30% | +699,686 |
| JANUS DETROIT STR TR HEND SECU IN ETF | 699,263 | 715,976 | +16,713 | 36,046,985 | 36,665,114 | 1.96% | +618,129 |
| COMMERCE BANCSHARES INC(CBSH) | 71,788 | 71,288 | -500 | 3,531,970 | 4,116,882 | 0.22% | +584,912 |
| KIMBERLY-CLARK CORP(KMB) | 40,166 | 40,101 | -65 | 3,874,815 | 4,401,887 | 0.23% | +527,072 |
| MASTERCARD INCORPORATED(MA) | 60,415 | 59,733 | -682 | 30,186,988 | 30,678,926 | 1.64% | +491,938 |
| ETF OPPORTUNITIES TRUST APPLIED FIN IVS | 123,235 | 123,009 | -226 | 3,197,554 | 3,680,799 | 0.20% | +483,245 |
| GOLDMAN SACHS ETF TR | 260,166 | 255,696 | -4,470 | 11,220,968 | 11,685,316 | 0.62% | +464,348 |
| BONDBLOXX ETF TRUST BB RT USD HI YLD | 500,015 | 507,082 | +7,067 | 20,345,601 | 20,787,843 | 1.11% | +442,242 |
| GARMIN LTD(GRMN) | 92,844 | 92,500 | -344 | 21,540,665 | 21,972,479 | 1.17% | +431,814 |
| HOME DEPOT INC(HD) | 17,732 | 17,732 | 0 | 5,831,969 | 6,253,887 | 0.33% | +421,918 |
| HIGHWOODS PPTYS INC(HIW) | 48,007 | 48,007 | 0 | 1,027,830 | 1,447,892 | 0.08% | +420,062 |
| INTEL CORP(INTC) | 6,602 | 4,906 | -1,696 | 291,342 | 685,010 | 0.04% | +393,668 |
| ISHARES TR 0-5YR HI YL CP | 457,730 | 465,716 | +7,986 | 19,366,560 | 19,751,035 | 1.05% | +384,475 |
| UBER TECHNOLOGIES INC(UBER) | 181,991 | 186,402 | +4,411 | 13,090,613 | 13,450,769 | 0.72% | +360,156 |
| GOLDMAN SACHS ETF TR | 44,941 | 43,693 | -1,248 | 1,941,470 | 2,272,059 | 0.12% | +330,589 |
| AMAZON COM INC(AMZN) | 9,157 | 9,387 | +230 | 1,907,129 | 2,237,298 | 0.12% | +330,169 |
| JPMORGAN CHASE & CO(JPM) | 8,851 | 8,799 | -52 | 2,603,717 | 2,880,197 | 0.15% | +276,480 |
| QUALCOMM INC(QCOM) | 4,918 | 4,918 | 0 | 633,341 | 908,798 | 0.05% | +275,457 |
| INTUITIVE SURGICAL INC | 1,978,851 | 2,005,718 | +26,867 | 43,522,994 | 43,773,804 | 2.33% | +250,810 |
| ISHARES TR | 357,227 | 362,875 | +5,648 | 18,775,834 | 19,018,262 | 1.01% | +242,428 |
| JOHNSON & JOHNSON(JNJ) | 24,665 | 24,671 | +6 | 6,029,020 | 6,265,626 | 0.33% | +236,606 |
| IRON MTN INC DEL(IRM) | 9,476 | 9,487 | +11 | 967,904 | 1,198,254 | 0.06% | +230,350 |
| PARKER-HANNIFIN CORP(PH) | 2,255 | 2,286 | +31 | 2,018,767 | 2,235,983 | 0.12% | +217,216 |
| CROWDSTRIKE HLDGS INC(CRWD) | 446 | 497 | +51 | 174,123 | 379,281 | 0.02% | +205,158 |
| BROADCOM INC(AVGO) | 3,040 | 3,006 | -34 | 940,911 | 1,135,517 | 0.06% | +194,606 |
| ELI LILLY & CO(LLY) | 530 | 568 | +38 | 487,479 | 681,277 | 0.04% | +193,798 |
| ISHARES TR | 8,137 | 8,137 | 0 | 1,158,953 | 1,336,665 | 0.07% | +177,712 |
| PNC FINL SVCS GROUP INC(PNC) | 4,558 | 4,546 | -12 | 948,475 | 1,119,317 | 0.06% | +170,842 |
| COLGATE PALMOLIVE CO(CL) | 26,200 | 26,200 | 0 | 2,233,026 | 2,402,016 | 0.13% | +168,990 |
| ISHARES TR | 1,725 | 1,725 | 0 | 1,127,035 | 1,292,120 | 0.07% | +165,085 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 4,204 | 4,200 | -4 | 1,019,008 | 1,181,082 | 0.06% | +162,074 |
| ISHARES TR | 2,092 | 8,368 | +6,276 | 892,029 | 1,039,055 | 0.06% | +147,026 |
| NXP SEMICONDUCTORS N V COM | 1,708 | 1,708 | 0 | 336,237 | 480,000 | 0.03% | +143,763 |
| VANGUARD INDEX FDS | 149 | 2,394 | +2,245 | 65,082 | 206,220 | 0.01% | +141,138 |
| PALO ALTO NETWORKS INC(PANW) | 1,362 | 1,054 | -308 | 218,356 | 359,436 | 0.02% | +141,080 |
| HONEYWELL INTL INC | 0 | 628 | +628 | 0 | 140,610 | 0.01% | +140,610 |
| HONEYWELL AEROSPACE INC | 0 | 628 | +628 | 0 | 138,839 | 0.01% | +138,839 |
| ARISTA NETWORKS INC(ANET) | 4,461 | 4,000 | -461 | 547,722 | 679,520 | 0.04% | +131,798 |
| CARRIER GLOBAL CORPORATION(CARR) | 7,607 | 7,607 | 0 | 428,351 | 557,974 | 0.03% | +129,623 |
| DEERE & CO(DE) | 1,770 | 1,768 | -2 | 997,041 | 1,121,496 | 0.06% | +124,455 |
| TESLA INC(TSLA) | 2,048 | 2,101 | +53 | 761,344 | 883,681 | 0.05% | +122,337 |
| WATERS CORP(WAT) | 2,807 | 2,552 | -255 | 835,925 | 957,103 | 0.05% | +121,178 |
| AMPHENOL CORP | 2,320 | 2,320 | 0 | 293,132 | 409,063 | 0.02% | +115,931 |
| GE VERNOVA INC(GEV) | 234 | 260 | +26 | 204,383 | 305,686 | 0.02% | +101,303 |
| US BANCORP(USB) | 11,798 | 11,798 | 0 | 613,614 | 712,600 | 0.04% | +98,986 |
| UMB FINL CORP(UMBF) | 10,729 | 9,166 | -1,563 | 1,210,124 | 1,308,539 | 0.07% | +98,415 |
| HILLTOP HLDGS INC(HTH) | 33,100 | 33,100 | 0 | 1,185,642 | 1,283,618 | 0.07% | +97,976 |
| AUTOMATIC DATA PROCESSING IN | 3,475 | 3,539 | +64 | 706,051 | 792,560 | 0.04% | +86,509 |
| KLARNA GROUP PLC(KLAR) | 0 | 4,240 | +4,240 | 0 | 85,818 | 0.00% | +85,818 |
| BERKSHIRE HATHAWAY INC DEL | 3,864 | 3,869 | +5 | 1,851,629 | 1,936,009 | 0.10% | +84,380 |
| GE AEROSPACE(GE) | 954 | 949 | -5 | 270,832 | 354,809 | 0.02% | +83,977 |
| FORTUNE BRANDS INNOVATIONS I(FBIN) | 5,078 | 5,078 | 0 | 197,890 | 278,783 | 0.01% | +80,893 |
| PAYCHEX INC(PAYX) | 12,887 | 12,887 | 0 | 1,187,151 | 1,267,179 | 0.07% | +80,028 |
| VANGUARD INDEX FDS | 1,524 | 1,529 | +5 | 488,915 | 565,792 | 0.03% | +76,877 |
| REGIONS FINANCIAL CORP NEW(RF) | 18,500 | 18,500 | 0 | 483,220 | 558,700 | 0.03% | +75,480 |
| EATON CORP PLC(ETN) | 714 | 769 | +55 | 255,377 | 327,687 | 0.02% | +72,310 |
| SPDR GOLD TR(GLD) | 31 | 231 | +200 | 13,339 | 85,096 | 0.00% | +71,757 |
| KLA CORP(KLAC) | 46 | 460 | +414 | 67,731 | 138,787 | 0.01% | +71,056 |
| AXON ENTERPRISE INC(AXON) | 520 | 520 | 0 | 220,839 | 291,518 | 0.02% | +70,679 |
| VANGUARD INDEX FDS | 1,401 | 1,401 | 0 | 360,484 | 429,051 | 0.02% | +68,567 |
| PHILIP MORRIS INTL INC(PM) | 4,386 | 4,386 | 0 | 725,182 | 793,472 | 0.04% | +68,290 |
| FORTINET INC(FTNT) | 860 | 860 | 0 | 70,280 | 132,114 | 0.01% | +61,834 |
| COCA COLA CO(KO) | 11,066 | 11,066 | 0 | 841,570 | 899,334 | 0.05% | +57,764 |
| ISHARES TR | 4,499 | 4,499 | 0 | 255,499 | 307,777 | 0.02% | +52,278 |
| TRANE TECHNOLOGIES PLC(TT) | 700 | 700 | 0 | 291,718 | 343,812 | 0.02% | +52,094 |
| EMERSON ELEC CO(EMR) | 4,271 | 4,271 | 0 | 559,521 | 611,323 | 0.03% | +51,802 |
| SAIA INC(SAIA) | 1,325 | 1,225 | -100 | 465,446 | 515,921 | 0.03% | +50,475 |
| CURTISS WRIGHT CORP(CW) | 648 | 648 | 0 | 441,366 | 491,029 | 0.03% | +49,663 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 505 | 505 | 0 | 140,325 | 189,537 | 0.01% | +49,212 |
| FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX | 800 | 800 | 0 | 127,096 | 173,776 | 0.01% | +46,680 |
| ISHARES TR | 4,380 | 4,380 | 0 | 295,782 | 337,742 | 0.02% | +41,960 |