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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
MELIMercadolibre Inc
Recent Activity
Increased 7.37%
1.09%
$15.817M
9,302 shares@ $1700.45 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 11.3%
1.09%
$15.798M
242,753 shares@ $65.09 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 18.12%
0.9%
$13.133M
269,846 shares@ $48.68 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 1.69%
0.89%
$12.961M
61,637 shares@ $210.28 avg price
SHYGIshares Tr
Recent Activity
Increased 1.81%
0.84%
$12.153M
285,223 shares@ $42.62 avg price
HDHome Depot Inc
Recent Activity
Increased 0.06%
0.49%
$7.05M
18,124 shares@ $389.0 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.35%
0.41%
$5.98M
34,127 shares@ $175.24 avg price
CBSHCommerce Bancshares Inc
Recent Activity
Increased 3.04%
0.31%
$4.485M
71,986 shares@ $62.32 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.12%
0.31%
$4.443M
23,469 shares@ $189.31 avg price
PSQOPalmer Square Funds Trust
Recent Activity
Increased 167.63%
0.26%
$3.688M
183,080 shares@ $20.15 avg price