test

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
ANETArista Networks Inc
Recent Activity
Exited
0%
$485,917
1,266 shares@ $383.83 avg price
MODGTopgolf Callaway Brands Corp
Recent Activity
Exited
0%
$54,900
5,000 shares@ $10.98 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$41,300
2,000 shares@ $20.65 avg price
AGZDWisdomtree Tr
Recent Activity
Exited
0%
$23,452
1,046 shares@ $22.43 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$21,120
1,000 shares@ $21.12 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$15,945
313 shares@ $50.95 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$14,768
650 shares@ $22.72 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Exited
0%
$13,004
216 shares@ $60.21 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$11,158
68 shares@ $164.09 avg price
DEIDouglas Emmett Inc
Recent Activity
Exited
0%
$8,785
500 shares@ $17.57 avg price