|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Atwood & Palmer Inc
✚
|
|
|---|---|
| CRD # | 104995 |
| SEC # | 801-36665 |
| CIK # | 0001044929 |
| AUM | $1.7 B (2025-03-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 816-931-2266 |
| Address | 4520 Madison Avenue Kansas City, MO 64111-3541 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001044929 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 90.2 | ||
| MercadoLibre Inc | 44.5 | ||
| Alphabet Inc | 44.0 | ||
| United Rentals Inc /DE | 43.2 | ||
| SAIC Inc | 41.3 | ||
| Ameriprise Financial Inc | 41.2 | ||
| Gilead Sciences Inc | 38.1 | ||
| Cisco Systems Inc | 36.3 | ||
| AbbVie Inc | 35.4 | ||
| Fifth Third Bancorp | 34.7 | ||
| Mastercard Inc | 34.0 | ||
| Lockheed Martin Corp | 31.5 | ||
| Horton D R Inc /DE/ | 29.9 | ||
| CDW Corp | 28.1 | ||
| Wal Mart Stores Inc | 26.5 | ||
| Apple Inc | 26.1 | ||
| Nvidia Corp | 24.7 | ||
| Vertex Pharmaceuticals Inc / Ma | 24.6 | ||
| Goldman Sachs Group Inc | 23.4 | ||
| DraftKings Inc | 23.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 36.4 |
| (b) Individuals (high net worth individuals) | 346 | 1,614.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 44.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 28.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,257 | 1,723.4 |
| By Discretionary | ||
| Discretionary | 1,257 | 1,723.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,257 | 1,723.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,723.4 | |
| Total | 1,257 | 1,723.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001044929] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Landaas & Company LLC
✚
|
WI | 1.7 |
|
Novare Capital Management
✚
|
NC | 1.7 |
|
Ashton Thomas Securities LLC
✚
|
NY | 1.7 |
|
Silveroak Wealth Management LLC
✚
|
MN | 1.7 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |