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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
JBBBJanus Detroit Str Tr
Recent Activity
Decreased -4.34%
1.04%
$15.054M
306,229 shares@ $49.17 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
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -15.5%
0.68%
$9.793M
293,724 shares@ $33.34 avg price
IMTMIshares Tr
Recent Activity
Decreased -15.76%
0.66%
$9.577M
256,068 shares@ $37.41 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.48%
0.55%
$7.905M
133,843 shares@ $59.07 avg price
JKHYHenry Jack & Assoc Inc
Recent Activity
0.5%
$7.162M
40,856 shares@ $175.31 avg price