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| Atwood & Palmer Inc
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|---|---|
| CRD # | 104995 |
| SEC # | 801-36665 |
| CIK # | 0001044929 |
| AUM | 2,037.1 M (2026-02-20) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-931-2266 |
| Address | 4520 Madison Avenue Kansas City, MO 64111-3541 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001044929 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 83.6 | ||
| United Rentals Inc /DE | 66.4 | ||
| Cisco Systems Inc | 59.5 | ||
| Palantir Technologies Inc | 50.9 | ||
| AbbVie Inc | 49.3 | ||
| Fifth Third Bancorp | 47.3 | ||
| Generac Holdings Inc | 46.2 | ||
| Gilead Sciences Inc | 44.2 | ||
| Horton D R Inc /DE/ | 38.7 | ||
| Apple Inc | 36.8 | ||
| Ameriprise Financial Inc | 35.4 | ||
| Lockheed Martin Corp | 34.6 | ||
| Goldman Sachs Group Inc | 33.8 | ||
| United Therapeutics Corp | 33.3 | ||
| Nokia Corp | 32.6 | ||
| MercadoLibre Inc | 31.3 | ||
| Mastercard Inc | 30.7 | ||
| Nvidia Corp | 30.3 | ||
| Wal Mart Stores Inc | 28.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 0.0 |
| (b) Individuals (high net worth individuals) | 358 | 1.9 |
| (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 | 8 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,362 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,362 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,362 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,362 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001044929] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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