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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
ABBVAbbvie Inc
Recent Activity
Increased 1.23%
2.39%
$34.812M
195,903 shares@ $177.71 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.36%
2.31%
$33.659M
63,921 shares@ $526.58 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.04%
2.27%
$33.068M
68,050 shares@ $485.94 avg price
DHID R Horton Inc
Recent Activity
Increased 0.97%
2.22%
$32.356M
231,410 shares@ $139.83 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 0.75%
2.22%
$32.261M
349,256 shares@ $92.37 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
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.22%
1.95%
$28.444M
54,676 shares@ $520.24 avg price
CDWCdw Corp
Recent Activity
Increased 0.36%
1.88%
$27.377M
157,303 shares@ $174.04 avg price