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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
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 2.09%
1.53%
$22.306M
55,390 shares@ $402.7 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -28.33%
1.48%
$21.516M
252,094 shares@ $85.36 avg price
IBTKIshares Tr
Recent Activity
Increased 5.81%
1.42%
$20.709M
1.079M shares@ $19.2 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -0.45%
1.35%
$19.654M
95,289 shares@ $206.26 avg price
DKNGDraftkings Inc New
Recent Activity
Increased 1.79%
1.34%
$19.502M
524,259 shares@ $37.21 avg price
JSIJanus Detroit Str Tr
Recent Activity
Increased 15.58%
1.28%
$18.643M
359,839 shares@ $51.81 avg price
ONOn Semiconductor Corp
Recent Activity
Increased 0.88%
1.22%
$17.787M
282,111 shares@ $63.05 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -4.94%
1.21%
$17.626M
225,943 shares@ $78.02 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.02%
1.2%
$17.388M
70,454 shares@ $246.8 avg price
GHYBGoldman Sachs Etf Tr
Recent Activity
Increased 1.01%
1.15%
$16.772M
377,314 shares@ $44.46 avg price