ATWOOD & PALMER INC

RIA/Wealth

ATWOOD & PALMER INC is a RIA/Wealth based in Kansas City, MO led by Steven Nelson Palmer, reporting $1.7B in AUM as of Q3 2025 with 30% ETF concentration.

PartnerSteven Nelson Palmer

Portfolio Value: $1.7B
Positions: 486
Top Holding: PLTR at 4.94%
Last Reported: Q3 2025

Address4520 Madison Avenue, Suite 200, Kansas City, MO, 64111-3541, United States

Top Holdings

Largest long holdings in ATWOOD & PALMER INC's portfolio (33.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$82.2M	4.94%	-$38.6M Sold	0.02% 450.4K shares	Q3 2022 Held for 3y 2m
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$60.3M	3.62%	-$154.9K Sold	0.00% 247.5K shares	Q2 2014 Held for 11y 5m
3 Avantis International Equity AVDE	ETF ETF	$58.1M	3.49%	+$377.5K Bought	— 736.1K shares	Q4 2022 Held for 2y 11m
4 JEMB Janus Henderson Emerging Markets Debt Hard Currency JEMB	Unknown Unknown	$56.5M	3.39%	+$1.4M Bought	— 1.1M shares	Q2 2025 Held for 5 months
5 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$55.2M	3.32%	+$411.2K Bought	— 665.2K shares	Q3 2022 Held for 3y 2m
6 United Rentals URI	Rental & Leasing Services Industrials	$54.6M	3.28%	-$194.7K Sold	0.09% 57.2K shares	Q2 2017 Held for 8y 5m
7 Janus Henderson AAA CLO JAAA	ETF ETF	$54.0M	3.25%	+$350.3K Bought	— 1.1M shares	Q4 2020 Held for 4y 11m
8 Leidos Holdings LDOS	Information Technology Services Technology	$49.3M	2.96%	-$72.4K Sold	0.20% 261.1K shares	Q2 2021 Held for 4y 5m
9 Avantis Emerging Markets Equity AVEM	ETF ETF	$48.8M	2.93%	+$318.8K Bought	— 649.5K shares	Q4 2022 Held for 2y 11m
10 AbbVie ABBV	Drug Manufacturers - General Healthcare	$44.2M	2.65%	+$21.5K Bought	0.01% 190.9K shares	Q4 2016 Held for 8y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ATWOOD & PALMER INC's latest filing

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Market Value

$1.7B

Prior: $1.6B

Q/Q Change

+6.51%

+$101.7M

Net Flows % of MV

-2.16%

Turnover Ratio

1.57%

New Purchases

13 stocks

$665.0K

Added To

53 stocks

+$7.4M

Sold Out Of

50 stocks

$515.4K

Reduced Holdings

85 stocks

-$43.5M

Increased Positions

Position	Shares Δ	Change
1 Agilon Health AGL	New	0 → 210.0K +$216.3K
2 iShares Bitcoin Trust IBIT	New	0 → 3.1K +$201.5K
3 SPDR S&P 400 Mid Cap Value ETF MDYV	New	0 → 737.0 +$61.5K
4 SPDR S&P 600 Small Cap Growth ETF SLYG	New	0 → 505.0 +$47.7K
5 Galectin Therapeutics GALT	New	0 → 10.0K +$42.4K

Decreased Positions

Position	Shares Δ	Change
1 Sitio Royalties STR	Sold	2.8K → 0 −$52.0K
2 iShares S&P 500 Growth ETF IVW	Sold	396.0 → 0 −$43.6K
3 Schwab U.S. TIPS SCHP	Sold	890.0 → 0 −$23.7K
4 Invesco BulletShares 2026 High Yield Corporate Bond BSJQ	Sold	1.0K → 0 −$23.3K
5 Constellation Energy CEG	Sold	61.0 → 0 −$19.7K