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
WSMWilliams Sonoma Inc Recent Activity New Position	0.01%	$15,185 82 shares@ $185.19 avg price	New Position
KLACKla Corp Recent Activity New Position	0.01%	$13,233 21 shares@ $630.15 avg price	New Position
CMSCms Energy Corp Recent Activity New Position	0.01%	$10,664 160 shares@ $66.65 avg price	New Position
WMBWilliams Cos Inc Recent Activity New Position	0.01%	$10,175 188 shares@ $54.13 avg price	New Position
FETHFidelity Ethereum Fd Recent Activity New Position	0.01%	$10,023 300 shares@ $33.41 avg price	New Position
CSLCarlisle Cos Inc Recent Activity New Position	0.01%	$8,484 23 shares@ $368.87 avg price	New Position
PRUPrudential Finl Inc Recent Activity New Position	0.01%	$8,416 71 shares@ $118.54 avg price	New Position
BTCGrayscale Bitcoin Mini Tr Et Recent Activity New Position	0.01%	$8,249 197 shares@ $41.88 avg price	New Position
FLEXFlex Ltd Recent Activity New Position	0.01%	$5,413 141 shares@ $38.4 avg price	New Position
PRFZInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$4,161 100 shares@ $41.61 avg price	New Position