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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
IGSBIshares Tr
Recent Activity
Increased 3.13%
1.82%
$26.514M
512,838 shares@ $51.71 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 0.04%
1.79%
$26.104M
261,250 shares@ $99.92 avg price
HOLXHologic Inc
Recent Activity
Increased 0.49%
1.77%
$25.789M
357,735 shares@ $72.09 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.85%
1.73%
$25.239M
279,342 shares@ $90.36 avg price
IBTIIshares Tr
Recent Activity
Increased 7.32%
1.63%
$23.739M
1.084M shares@ $21.91 avg price
IBTJIshares Tr
Recent Activity
Increased 7.49%
1.6%
$23.236M
1.09M shares@ $21.33 avg price
AVIVAmerican Centy Etf Tr
Recent Activity
Increased 5.54%
1.59%
$23.088M
444,847 shares@ $51.9 avg price
GNRCGenerac Hldgs Inc
Recent Activity
Increased 0.6%
1.58%
$23.034M
148,557 shares@ $155.06 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
Increased 0.82%
1.57%
$22.785M
64,575 shares@ $352.84 avg price
TPYPManaged Portfolio Series
Recent Activity
Increased 2.26%
1.54%
$22.408M
657,312 shares@ $34.09 avg price