ATWOOD & PALMER INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 247,545 | 243,574 | -3,971 | 60,289,646 | 76,433,675 | +16,144,029 |
| HOULIHAN LOKEY INC | 0 | 69,960 | +69,960 | 0 | 12,186,255 | +12,186,255 |
| REGENERON PHARMACEUTICALS | 41,431 | 41,817 | +386 | 23,295,628 | 32,276,962 | +8,981,334 |
| CENTRAL BANCOMPANY | 0 | 295,050 | +295,050 | 0 | 7,116,606 | +7,116,606 |
| THERMO FISHER SCIENTIFIC INC | 54,088 | 54,177 | +89 | 26,233,787 | 31,392,606 | +5,158,819 |
| GILEAD SCIENCES INC | 344,150 | 349,835 | +5,685 | 38,200,692 | 42,938,731 | +4,738,039 |
| CISCO SYS INC | 522,351 | 521,778 | -573 | 35,739,268 | 40,192,535 | +4,453,267 |
| AMERICAN CENTY ETF TR | 736,112 | 757,012 | +20,900 | 58,079,241 | 62,317,192 | +4,237,951 |
| UNITED THERAPEUTICS CORP DEL | 63,880 | 63,532 | -348 | 26,778,996 | 30,955,806 | +4,176,810 |
| VERTEX PHARMACEUTICALS INC | 55,297 | 55,392 | +95 | 21,656,518 | 25,112,518 | +3,456,000 |
| AMERICAN CENTY ETF TR | 473,063 | 488,185 | +15,122 | 31,903,359 | 34,773,389 | +2,870,030 |
| JANUS DETROIT STR TR | 1,061,083 | 1,102,583 | +41,500 | 56,453,142 | 59,181,132 | +2,727,990 |
| GOLDMAN SACHS GROUP INC | 33,057 | 32,998 | -59 | 26,324,942 | 29,005,281 | +2,680,339 |
| AMERICAN CENTY ETF TR | 649,487 | 664,423 | +14,936 | 48,782,982 | 51,173,865 | +2,390,883 |
| ISHARES TR | 665,235 | 694,971 | +29,736 | 55,187,866 | 57,557,523 | +2,369,657 |
| WALMART INC | 267,060 | 266,961 | -99 | 27,523,206 | 29,742,071 | +2,218,865 |
| AMERICAN CENTY ETF TR | 255,233 | 265,035 | +9,802 | 22,723,387 | 24,905,384 | +2,181,997 |
| FIFTH THIRD BANCORP | 842,055 | 843,928 | +1,873 | 37,513,534 | 39,504,266 | +1,990,732 |
| JANUS DETROIT STR TR | 1,064,256 | 1,106,508 | +42,252 | 54,042,936 | 55,967,200 | +1,924,264 |
| APPLE INC | 126,977 | 125,566 | -1,411 | 32,332,062 | 34,136,316 | +1,804,254 |
| ON SEMICONDUCTOR CORP | 302,204 | 303,696 | +1,492 | 14,901,672 | 16,445,157 | +1,543,485 |
| ALPHABET INC | 25,379 | 24,432 | -947 | 6,169,635 | 7,647,216 | +1,477,581 |
| PALMER SQUARE FUNDS TRUST | 1,835,964 | 1,901,096 | +65,132 | 37,820,852 | 39,207,819 | +1,386,967 |
| HENRY JACK & ASSOC INC | 40,631 | 40,631 | 0 | 6,051,175 | 7,414,345 | +1,363,170 |
| JANUS DETROIT STR TR | 658,133 | 684,089 | +25,956 | 34,400,613 | 35,613,691 | +1,213,078 |
| BONDBLOXX ETF TRUST | 727,817 | 752,065 | +24,248 | 38,072,105 | 39,137,437 | +1,065,332 |
| INTUITIVE SURGICAL INC | 1,899,328 | 1,942,654 | +43,326 | 41,971,612 | 42,922,223 | +950,611 |
| FIRST TR EXCHANGE-TRADED FD | 16,605 | 30,825 | +14,220 | 826,767 | 1,540,946 | +714,179 |
| JOHNSON & JOHNSON | 25,343 | 25,128 | -215 | 4,699,129 | 5,200,278 | +501,149 |
| ETF OPPORTUNITIES TRUST | 211,130 | 212,589 | +1,459 | 9,013,556 | 9,409,211 | +395,655 |
| ISHARES TR | 340,653 | 348,920 | +8,267 | 18,064,812 | 18,450,873 | +386,061 |
| BONDBLOXX ETF TRUST | 475,156 | 486,275 | +11,119 | 19,645,312 | 20,007,492 | +362,180 |
| GOLDMAN SACHS ETF TR | 273,068 | 269,621 | -3,447 | 11,225,834 | 11,577,534 | +351,700 |
| AMGEN INC | 6,224 | 6,224 | 0 | 1,756,413 | 2,037,178 | +280,765 |
| PARKER-HANNIFIN CORP | 2,250 | 2,250 | 0 | 1,705,838 | 1,977,660 | +271,822 |
| CATERPILLAR INC | 2,565 | 2,565 | 0 | 1,223,890 | 1,469,412 | +245,522 |
| ABBVIE INC | 190,852 | 194,376 | +3,524 | 44,189,897 | 44,412,903 | +223,006 |
| RTX CORPORATION | 13,443 | 13,443 | 0 | 2,249,334 | 2,465,355 | +216,021 |
| ISHARES TR | 441,503 | 449,928 | +8,425 | 19,117,082 | 19,288,429 | +171,347 |
| ELI LILLY & CO | 544 | 545 | +1 | 415,072 | 585,701 | +170,629 |
| EXXON MOBIL CORP | 16,729 | 16,729 | 0 | 1,886,195 | 2,013,168 | +126,973 |
| BECTON DICKINSON & CO | 22,765 | 22,547 | -218 | 4,260,926 | 4,375,697 | +114,771 |
| BRISTOL-MYERS SQUIBB CO | 11,728 | 11,728 | 0 | 528,933 | 632,609 | +103,676 |
| VANGUARD INDEX FDS | 60 | 170 | +110 | 36,743 | 106,613 | +69,870 |
| JPMORGAN CHASE & CO. | 8,826 | 8,837 | +11 | 2,783,972 | 2,847,339 | +63,367 |
| INTERNATIONAL BUSINESS MACHS | 4,200 | 4,200 | 0 | 1,185,072 | 1,244,082 | +59,010 |
| NEXTERA ENERGY INC | 9,616 | 9,616 | 0 | 725,912 | 771,973 | +46,061 |
| SPDR S&P 500 ETF TR | 2,691 | 2,692 | +1 | 1,792,734 | 1,835,764 | +43,030 |
| UNION PAC CORP | 667 | 867 | +200 | 157,659 | 200,555 | +42,896 |
| PEPSICO INC | 13,586 | 13,586 | 0 | 1,908,018 | 1,949,863 | +41,845 |
| US BANCORP DEL | 12,998 | 12,498 | -500 | 628,194 | 666,894 | +38,700 |
| SAIA INC | 1,325 | 1,325 | 0 | 396,652 | 432,639 | +35,987 |
| PNC FINL SVCS GROUP INC | 4,546 | 4,546 | 0 | 913,428 | 948,887 | +35,459 |
| BARCLAYS PLC | 7,038 | 7,038 | 0 | 145,475 | 179,116 | +33,641 |
| CHEVRON CORP NEW | 4,803 | 5,103 | +300 | 745,858 | 777,749 | +31,891 |
| WELLS FARGO CO NEW | 3,156 | 3,156 | 0 | 264,536 | 294,140 | +29,604 |
| ISHARES TR | 1,775 | 1,775 | 0 | 1,188,262 | 1,216,029 | +27,767 |
| VANGUARD INDEX FDS | 2,033 | 2,066 | +33 | 667,170 | 692,668 | +25,498 |
| ISHARES TR | 8,127 | 8,127 | 0 | 1,183,698 | 1,208,404 | +24,706 |
| QUALCOMM INC | 4,994 | 4,994 | 0 | 830,802 | 854,224 | +23,422 |
| CAPITAL ONE FINL CORP | 764 | 764 | 0 | 162,412 | 185,164 | +22,752 |
| TJX COS INC NEW | 2,434 | 2,434 | 0 | 351,811 | 373,887 | +22,076 |
| COCA COLA CO | 11,716 | 11,416 | -300 | 777,006 | 798,093 | +21,087 |
| GOLDMAN SACHS ETF TR | 47,205 | 46,701 | -504 | 1,922,678 | 1,943,714 | +21,036 |
| MPLX LP | 5,844 | 5,844 | 0 | 291,895 | 311,881 | +19,986 |
| TARGET CORP | 393 | 549 | +156 | 35,259 | 53,706 | +18,447 |
| HILLTOP HOLDINGS INC | 33,100 | 33,100 | 0 | 1,106,202 | 1,123,414 | +17,212 |
| MERCK & CO INC | 730 | 730 | 0 | 61,269 | 76,840 | +15,571 |
| AMERICAN ELEC PWR CO INC | 5,500 | 5,500 | 0 | 618,750 | 634,205 | +15,455 |
| SOLSTICE ADVANCED MATLS INC | 0 | 313 | +313 | 0 | 15,206 | +15,206 |
| ISHARES TR | 663 | 812 | +149 | 57,887 | 72,642 | +14,755 |
| DEERE & CO | 1,768 | 1,768 | 0 | 808,436 | 823,128 | +14,692 |
| SEALED AIR CORP NEW | 2,400 | 2,400 | 0 | 84,840 | 99,432 | +14,592 |
| LAM RESEARCH CORP | 370 | 370 | 0 | 49,543 | 63,337 | +13,794 |
| MOODYS CORP | 400 | 400 | 0 | 190,592 | 204,340 | +13,748 |
| SHOPIFY INC | 40 | 122 | +82 | 5,945 | 19,639 | +13,694 |
| ELBIT SYS LTD | 200 | 200 | 0 | 101,960 | 115,542 | +13,582 |
| ANHEUSER BUSCH INBEV SA/NV | 3,000 | 3,004 | +4 | 178,830 | 192,377 | +13,547 |
| REGIONS FINANCIAL CORP NEW | 18,500 | 18,500 | 0 | 487,845 | 501,350 | +13,505 |
| AMERICAN CENTY ETF TR | 3,514 | 3,520 | +6 | 253,922 | 266,712 | +12,790 |
| VISA INC | 1,305 | 1,305 | 0 | 445,501 | 457,677 | +12,176 |
| TESLA INC | 2,010 | 2,013 | +3 | 893,888 | 905,287 | +11,399 |
| SALESFORCE INC | 408 | 408 | 0 | 96,784 | 108,181 | +11,397 |
| TEVA PHARMACEUTICAL INDS LTD | 1,000 | 1,000 | 0 | 20,200 | 31,210 | +11,010 |
| SABLE OFFSHORE CORP | 0 | 1,200 | +1,200 | 0 | 10,824 | +10,824 |
| TARGA RES CORP | 575 | 575 | 0 | 96,336 | 106,088 | +9,752 |
| SCHWAB CHARLES CORP | 2,006 | 2,012 | +6 | 191,479 | 200,972 | +9,493 |
| AMERICAN CENTY ETF TR | 0 | 109 | +109 | 0 | 9,371 | +9,371 |
| ARCH CAP GROUP LTD | 1,800 | 1,800 | 0 | 163,314 | 172,656 | +9,342 |
| GE VERNOVA INC | 234 | 234 | 0 | 143,910 | 152,987 | +9,077 |
| FORTREA HLDGS INC | 1,000 | 1,000 | 0 | 8,420 | 17,250 | +8,830 |
| ISHARES TR | 1,234 | 1,234 | 0 | 251,231 | 259,560 | +8,329 |
| GE AEROSPACE | 945 | 948 | +3 | 284,126 | 291,996 | +7,870 |
| INVESCO QQQ TR | 502 | 502 | 0 | 301,109 | 308,583 | +7,474 |
| S&P GLOBAL INC | 193 | 194 | +1 | 94,095 | 101,221 | +7,126 |
| ENTERPRISE PRODS PARTNERS L | 8,931 | 8,931 | 0 | 279,273 | 286,328 | +7,055 |
| EDWARDS LIFESCIENCES CORP | 912 | 912 | 0 | 70,927 | 77,748 | +6,821 |
| EMERSON ELEC CO | 4,271 | 4,271 | 0 | 560,205 | 566,781 | +6,576 |
| KLA CORP | 46 | 46 | 0 | 49,616 | 55,894 | +6,278 |
| ISHARES TR | 4,623 | 4,623 | 0 | 246,869 | 252,925 | +6,056 |