ATWOOD & PALMER INC Information

4520 MADISON AVE, KANSAS CITY, Missouri, 64111, (816) 931-2266

Report Date: 09/30/2014

Position Statistics

Total Positions 410
New Positions 72
Increased Positions 215
Decreased Positions 56
Positions with Activity 271
Sold Out Positions 26
Total Mkt Value (in $ millions) 520

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.28%
Capital Goods 5.57%
Conglomerates 0%
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 4.07%
Energy 3.62%
Financial 30.05%
Healthcare 12.58%
Services 5.9%
Technology 20.56%
Transportation 0.07%
Utilities 0.8%

410 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BARCLAYS BK PLC S&P 500 VEQTOR 47,620 13,751 40.60 315,681
ALPS ETF TR VELOSH TAIL RISK 24,739 8,082 48.52 883,850
GILEAD SCIENCES INC COM 18,013 4,816 36.50 171,832
LOCKHEED MARTIN CORP COM 16,611 16,018 2,699.49 88,184
THERMO FISHER SCIENTIFIC INC COM 15,106 4,606 43.87 120,646
NXP SEMICONDUCTORS N V COM 14,813 5,324 56.10 186,700
CVS HEALTH CORP COM 14,185 3,705 35.35 144,506
PROCTER & GAMBLE CO COM 13,404 4,339 47.87 159,018
INTEL CORP COM 13,185 3,737 39.55 399,060
AMERIPRISE FINL INC COM 12,369 3,530 39.93 99,001
CISCO SYS INC COM 11,723 3,535 43.17 444,645
QUALCOMM INC COM 11,656 3,975 51.74 186,619
MASTERCARD INC CL A 11,643 3,138 36.89 141,930
ALPS ETF TR ALERIAN MLP 11,193 3,498 45.45 654,588
BECTON DICKINSON & CO COM 11,022 3,159 40.17 79,825
E M C CORP MASS COM 10,464 3,026 40.68 403,532
LYONDELLBASELL INDUSTRIES N V SHS - A - 9,321 3,259 53.75 117,859
GOOGLE INC CL C 9,232 2,894 45.67 17,271
JOHNSON & JOHNSON COM 9,149 3,429 59.96 91,362
GOOGLE INC CL A 9,087 2,705 42.40 16,904


Latest News Headlines

View All
Create your free portfolio