Teresa Burch

@Atwood & Palmer Inc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.459B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity New Position	0.04%	$557,956 5,048 shares@ $110.54 avg price	New Position
NJRNew Jersey Res Corp Recent Activity New Position	0.01%	$125,022 2,680 shares@ $46.65 avg price	New Position
DIVOAmplify Etf Tr Recent Activity New Position	0.01%	$86,223 2,130 shares@ $40.49 avg price	New Position
VEAVanguard Tax-managed Fds Recent Activity New Position	0.01%	$41,700 872 shares@ $47.83 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.01%	$35,879 35 shares@ $1025.12 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.01%	$31,717 132 shares@ $240.29 avg price	New Position
VWOVanguard Intl Equity Index F Recent Activity New Position	0.01%	$27,173 617 shares@ $44.05 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.01%	$26,726 370 shares@ $72.24 avg price	New Position
ARESAres Management Corporation Recent Activity New Position	0.01%	$18,943 107 shares@ $177.04 avg price	New Position
TRGPTarga Res Corp Recent Activity New Position	0.01%	$16,065 90 shares@ $178.5 avg price	New Position