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Teresa Burch

@Atwood & Palmer Inc

Latest period2024 - Q4ReportedManaged Assets$1.459BTotal holdings469
Assets growth rate-0.79%Assets growth rate (2-Q avg)5.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atwood & Palmer Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 469 positions.

Assets under management

The assets under management (AUM) of Atwood & Palmer Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.459B in assets, with a quarterly growth rate of -0.79% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Teresa Burch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
Decreased -8.63%
6.05%
$88.18M
1.166M shares@ $75.64 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -0.2%
2.9%
$42.244M
79,342 shares@ $532.43 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.36%
2.31%
$33.659M
63,921 shares@ $526.58 avg price
AAPLApple Inc
Recent Activity
Decreased -0.19%
2.21%
$32.184M
128,519 shares@ $250.43 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -0.26%
2.14%
$31.116M
43,683 shares@ $712.33 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.25%
2.13%
$30.959M
522,949 shares@ $59.2 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.85%
1.73%
$25.239M
279,342 shares@ $90.36 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -28.33%
1.48%
$21.516M
252,094 shares@ $85.36 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -0.45%
1.35%
$19.654M
95,289 shares@ $206.26 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.94%
1.21%
$17.626M
225,943 shares@ $78.02 avg price