ATWOOD & PALMER INC - Portfolio overview

ATWOOD & PALMER INC has 571 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 3.88%
2. AVDE - AMERICAN CENTY ETF TR, 3.67%
3. PLTR - PALANTIR TECHNOLOGIES INC, 3.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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