Titelia

Holdings of ATWOOD & PALMER INC

479 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.4 % of the equity sleeve

Sector breakdown

  • Technology 14.3 %
  • Health care 14.2 %
  • Consumer discretionary 9.1 %
  • Financials 8.9 %
  • Industrials 8.3 %
  • Funds 5.8 %
  • Communication 4.8 %
  • Consumer staples 2.9 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 31.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.7 %
  • FI 1.2 %
  • GB 0.0 %
  • NL 0.0 %
  • DK 0.0 %
  • BE 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • IE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4701.6B $98.74 %
2FI119.8M $1.24 %
3GB2130.6K $0.01 %
4NL137K $0.00 %
5DK117.9K $0.00 %
6BE113.9K $0.00 %
7BR16.8K $0.00 %
8KY11.1K $0.00 %
9IE111 $0.00 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 239,87668.8M $
2Avantis International Equity ETF 767,45265.1M $
3Palantir Technologies Inc 437,52464M $
4Janus Detroit Street Trust 1,147,39960.2M $
5iShares Trust 717,21959.2M $
6Janus Detroit Street Trust 1,149,90357.9M $
7Avantis Emerging Markets Equity ETF 671,42854.1M $
8Gilead Sciences Inc 347,43948.4M $
9United Rentals Inc 58,56542.7M $
10AbbVie Inc 194,14842.2M $
11Lockheed Martin Corp 67,97741.1M $
12Leidos Holdings Inc 257,07440M $
13Cisco Systems, Inc. 514,38539.9M $
14Fifth Third Bancorp 837,27938.9M $
15Avantis International Large Cap Value ETF 499,11637.3M $
16United Therapeutics Corp 62,43637M $
17Janus Henderson Securitized In 699,26336M $
18Ameriprise Financial Inc 77,34534.4M $
19DR Horton Inc 238,24032.7M $
20Apple Inc 127,38132.3M $
21Walmart Inc 259,48932.2M $
22Regeneron Pharmaceuticals, Inc. 41,70232.2M $
23MercadoLibre Inc 18,37531.8M $
24Generac Holdings Inc 158,70331M $
25Mastercard Inc 60,41530.2M $
26Goldman Sachs Group Inc/The 33,36228.2M $
27Avantis International Small Cap Value ETF 272,52727.2M $
28Thermo Fisher Scientific Inc 54,30326.7M $
29NVIDIA Corp 150,95126.3M $
30Vertex Pharmaceuticals Inc 55,75324.9M $
31L3Harris Technologies Inc 63,66722M $
32BONDBLOXX ETF TRUST 500,01520.3M $
33Nokia Oyj 2,460,76019.8M $
34iShares 0-5 Year High Yield Corporate Bond ETF 457,73019.4M $
35CDW Corp/DE 159,13119.3M $
36ON Semiconductor Corp 306,77619M $
37iShares Trust 357,22718.8M $
38Lowe's Cos Inc 70,19016.6M $
39Uber Technologies Inc 181,99113.1M $
40Alibaba Group Holding Ltd 100,46712.6M $
41Goldman Sachs ActiveBeta International Equity ETF 260,16611.2M $
42iShares Trust 228,71711M $
43Houlihan Lokey Inc 72,27010.4M $
44Applied Finance Valuation ETF 204,4958.5M $
45Alphabet Inc 24,5567.1M $
46Invesco S&P 500 Equal Weight ETF 35,2236.8M $
47Central BanCo Inc 282,0506.8M $
48Jack Henry & Associates Inc 40,3366.4M $
49Johnson & Johnson 24,6656M $
50Home Depot Inc/The 17,7325.8M $
51Goldman Sachs Access Treasury 0-1 Year ETF 38,9253.9M $
52Kimberly-Clark Corp 40,1663.9M $
53Commerce Bancshares Inc/MO 71,7883.5M $
54Becton Dickinson & Co 21,1313.3M $
55Default 123,2353.2M $
56Procter & Gamble Co/The 20,4383M $
57Exxon Mobil Corp 16,7822.8M $
58JPMorgan Chase & Co 8,8512.6M $
59RTX Corp 13,3432.6M $
60Colgate-Palmolive Co 26,2002.2M $
61PepsiCo Inc 13,3122.1M $
62Parker-Hannifin Corp 2,2552M $
63Microsoft Corp 5,4422M $
64Amgen Inc 5,6472M $
65Goldman Sachs ActiveBeta Emerging Markets Equity ETF 44,9411.9M $
66Amazon.com Inc 9,1571.9M $
67Berkshire Hathaway Inc 3,8641.9M $
68Caterpillar Inc 2,5671.8M $
69iShares Trust 13,9001.6M $
70State Street SPDR S&P 500 ETF Trust 2,5171.6M $
71First Trust Exchange-Traded Fund IV 29,6751.5M $
72Costco Wholesale Corp 1,3901.4M $
73UMB Financial Corp 10,7291.2M $
74Paychex Inc 12,8871.2M $
75Hilltop Holdings Inc 33,1001.2M $
76iShares Core S&P Total U.S. Stock Market ETF 8,1371.2M $
77iShares Core S&P 500 ETF 1,7251.1M $
78Chevron Corp 5,0841.1M $
79Highwoods Properties Inc 48,0071M $
80International Business Machines Corp. 4,2041M $
81Janus Henderson Mortgage-Backed Securities ETF 22,5501M $
82Deere & Co 1,770997K $
83McDonald's Corp. 3,188990.8K $
84Iron Mountain Inc 9,476967.9K $
85PNC Financial Services Group Inc/The 4,558948.5K $
86Broadcom Inc 3,040940.9K $
87iShares Russell 1000 Growth ETF 2,092892K $
88NextEra Energy Inc 9,516883.8K $
89Goldman Sachs Access High Yiel 18,910842.9K $
90Coca-Cola Co/The 11,066841.6K $
91Waters Corp 2,807835.9K $
92Vanguard Mega Cap Growth ETF 2,201808.9K $
93Tesla Inc 2,048761.3K $
94Philip Morris International Inc. 4,386725.2K $
95American Electric Power Co Inc 5,500720.9K $
96Berkshire Hathaway Inc 1718.1K $
97Bristol-Myers Squibb Co 11,751712.7K $
98Automatic Data Processing Inc 3,475706.1K $
99VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 8,500673.8K $
100Waste Management Inc 2,774637.4K $