0001044929-24-000003.txt : 20240410
0001044929-24-000003.hdr.sgml : 20240410
20240410124706
ACCESSION NUMBER: 0001044929-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240410
DATE AS OF CHANGE: 20240410
EFFECTIVENESS DATE: 20240410
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ATWOOD & PALMER INC
CENTRAL INDEX KEY: 0001044929
ORGANIZATION NAME:
IRS NUMBER: 431542501
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06528
FILM NUMBER: 24834949
BUSINESS ADDRESS:
STREET 1: 4520 MADISON AVE
STREET 2: SUITE 200
CITY: KANSAS CITY
STATE: MO
ZIP: 64111
BUSINESS PHONE: 8169312266
MAIL ADDRESS:
STREET 1: 4520 MADISON AVE
STREET 2: SUITE 200
CITY: KANSAS CITY
STATE: MO
ZIP: 64111
13F-HR
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03-31-2024
03-31-2024
ATWOOD & PALMER INC
4520 MADISON AVE
SUITE 200
KANSAS CITY
MO
64111
13F HOLDINGS REPORT
028-06528
N
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CCO
8169312266
Teresa Burch
Kansas City
MO
04-10-2024
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1257
0
0
HOULIHAN LOKEY INC
COM
441593100
1923
15
SH
SOLE
15
0
0
INGERSOLL RAND INC
COM
45687V106
2564
27
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SOLE
27
0
0
INOVIO PHARMACEUTICALS INC
COM
45773H409
250
18
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SOLE
18
0
0
INTEL CORP
COM
458140100
494616
11198
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SOLE
11198
0
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INTERNATIONAL BUSINESS MACHS
COM
459200101
1011898
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SOLE
5299
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0
INTERNATIONAL PAPER CO
COM
460146103
391
10
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SOLE
10
0
0
INTRA-CELLULAR THERAPIES INC
COM
46116X101
41520
600
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SOLE
600
0
0
INTUIT
COM
461202103
44850
69
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SOLE
69
0
0
INTUITIVE SURGICAL INC
COM
46120E602
68245
171
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SOLE
171
0
0
INVENTRUST PPTYS CORP
COM
46124J201
37948
1476
SH
SOLE
1476
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0
INVESCO ACTIVELY MANAGED ETF
COM
46090A887
316802
6350
SH
SOLE
6350
0
0
INVESCO EXCH TRADED FD TR II
COM
46138G870
212774
8951
SH
SOLE
8951
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J841
62910
3000
SH
SOLE
3000
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J833
119333
5250
SH
SOLE
5250
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J825
64355
3150
SH
SOLE
3150
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J817
141143
6150
SH
SOLE
6150
0
0
INVESCO EXCH TRD SLF IDX FD
COM
46138J635
97356
4200
SH
SOLE
4200
0
0
INVESCO EXCHANGE TRADED FD T
COM
46137V357
60635
358
SH
SOLE
358
0
0
IRON MTN INC DEL
COM
46284V101
661733
8250
SH
SOLE
8250
0
0
ISHARES TR
COM
46434V407
11839538
278250
SH
SOLE
278030
0
220
ISHARES TR
COM
464287457
39432190
482174
SH
SOLE
481739
0
435
ISHARES TR
COM
464287432
8327
88
SH
SOLE
88
0
0
ISHARES TR
COM
464287440
28398
300
SH
SOLE
300
0
0
ISHARES TR
COM
46434V878
743334
14702
SH
SOLE
14702
0
0
ISHARES TR
COM
46432F842
154304
2079
SH
SOLE
2079
0
0
ISHARES TR
COM
464287507
257538
4240
SH
SOLE
4240
0
0
ISHARES TR
COM
464287804
142792
1292
SH
SOLE
1292
0
0
ISHARES TR
COM
464287150
816440
7081
SH
SOLE
7081
0
0
ISHARES TR
COM
464287200
1115600
2122
SH
SOLE
2122
0
0
ISHARES TR
COM
46436E593
18500949
952675
SH
SOLE
951675
0
1000
ISHARES TR
COM
46436E833
20331662
926905
SH
SOLE
925980
0
925
ISHARES TR
COM
46436E825
19923835
926690
SH
SOLE
925740
0
950
ISHARES TR
COM
46434VBD1
8684
350
SH
SOLE
350
0
0
ISHARES TR
COM
464288448
7711
275
SH
SOLE
275
0
0
ISHARES TR
COM
464288646
24593376
479590
SH
SOLE
479205
0
385
ISHARES TR
COM
464287234
209098
5090
SH
SOLE
5090
0
0
ISHARES TR
COM
46434V449
13332166
339846
SH
SOLE
339606
0
240
ISHARES TR
COM
464288687
105554
3275
SH
SOLE
3275
0
0
ISHARES TR
COM
464287614
837233
2484
SH
SOLE
2484
0
0
ISHARES TR
COM
464287598
221022
1234
SH
SOLE
1234
0
0
ISHARES TR
COM
464287648
40620
150
SH
SOLE
150
0
0
ISHARES TR
COM
464287630
101480
639
SH
SOLE
639
0
0
ISHARES TR
COM
464287481
52505
460
SH
SOLE
460
0
0
ISHARES TR
COM
464287499
2103
25
SH
SOLE
25
0
0
ISHARES TR
COM
464287655
100944
480
SH
SOLE
480
0
0
ISHARES TR
COM
464287887
85999
658
SH
SOLE
658
0
0
ISHARES TR
COM
464288679
919251
8316
SH
SOLE
8316
0
0
ISHARES TR
COM
464287879
130646
1271
SH
SOLE
1271
0
0
J P MORGAN EXCHANGE TRADED F
COM
46641Q837
536032
10625
SH
SOLE
10625
0
0
JANUS DETROIT STR TR
COM
47103U753
15695023
321027
SH
SOLE
320757
0
270
JANUS DETROIT STR TR
COM
47103U852
560030
12418
SH
SOLE
12418
0
0
JANUS DETROIT STR TR
COM
47103U746
12343089
239070
SH
SOLE
239070
0
0
JANUS DETROIT STR TR
COM
47103U886
780123
16085
SH
SOLE
16085
0
0
JANUS DETROIT STR TR
COM
47103U845
40166988
791624
SH
SOLE
791124
0
500
JOHN HANCOCK EXCHANGE TRADED
COM
47804J206
12395
216
SH
SOLE
216
0
0
JOHNSON & JOHNSON
COM
478160104
3919316
24776
SH
SOLE
24776
0
0
JOHNSON CTLS INTL PLC
COM
G51502105
6794
104
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104
0
0
JPMORGAN CHASE & CO
COM
46625H100
1476612
7372
SH
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7372
0
0
KIMBERLY-CLARK CORP
COM
494368103
5911813
45704
SH
SOLE
45704
0
0
KYNDRYL HLDGS INC
COM
50155Q100
8704
400
SH
SOLE
400
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
12090416
56736
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SOLE
56686
0
50
LABORATORY CORP AMER HLDGS
COM
50540R409
219771
1006
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SOLE
1006
0
0
LEIDOS HOLDINGS INC
COM
525327102
33540054
255855
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SOLE
255685
0
170
LINDE PLC
COM
G54950103
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239
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239
0
0
LOCKHEED MARTIN CORP
COM
539830109
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68027
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68027
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0
LOGITECH INTL S A
COM
H50430232
358
4
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4
0
0
LOWES COS INC
COM
548661107
17038887
66890
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66845
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45
LSB INDS INC
COM
502160104
3714
423
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423
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0
MANAGED PORTFOLIO SERIES
COM
56167N720
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628356
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500
MANNKIND CORP
COM
56400P706
9060
2000
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2000
0
0
MARSH & MCLENNAN COS INC
COM
571748102
22452
109
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109
0
0
MASTERBRAND INC
COM
57638P104
95162
5078
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5078
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0
MASTERCARD INCORPORATED
COM
57636Q104
30718255
63788
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63773
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15
MCDONALDS CORP
COM
580135101
903086
3203
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3203
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0
MEDTRONIC PLC
COM
G5960L103
67542
775
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775
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0
MERCHANTS BANCORP IND
COM
58844R108
44
1
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1
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0
MERCK & CO INC
COM
58933Y105
96324
730
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730
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0
META PLATFORMS INC
COM
30303M102
532196
1096
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SOLE
1096
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0
MICROSOFT CORP
COM
594918104
2114539
5026
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5026
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0
MODERNA INC
COM
60770K107
53280
500
SH
SOLE
500
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0
MOLINA HEALTHCARE INC
COM
60855R100
1644
4
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SOLE
4
0
0
MONDELEZ INTL INC
COM
609207105
44030
629
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SOLE
629
0
0
MOODYS CORP
COM
615369105
314424
800
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800
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0
MORGAN STANLEY
COM
617446448
8004
85
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85
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0
MOTOROLA SOLUTIONS INC
COM
620076307
30174
85
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SOLE
85
0
0
MURPHY OIL CORP
COM
626717102
8455
185
SH
SOLE
185
0
0
NETFLIX INC
COM
64110L106
922
2
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SOLE
2
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
690
5
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SOLE
5
0
0
NEURONETICS INC
COM
64131A105
476
100
SH
SOLE
100
0
0
NEWMARK GROUP INC
COM
65158N102
47177
4254
SH
SOLE
4254
0
0
NEXTERA ENERGY INC
COM
65339F101
626510
9803
SH
SOLE
9803
0
0
NIKE INC
COM
654106103
34049
362
SH
SOLE
362
0
0
NIO INC
COM
62914V106
788
175
SH
SOLE
175
0
0
NORTHERN TR CORP
COM
665859104
8892
100
SH
SOLE
100
0
0
NORTHROP GRUMMAN CORP
COM
666807102
4787
10
SH
SOLE
10
0
0
NOVO-NORDISK A S
COM
670100205
51360
400
SH
SOLE
400
0
0
NUCOR CORP
COM
670346105
39580
200
SH
SOLE
200
0
0
NUTEX HEALTH INC
COM
67079U108
192
2000
SH
SOLE
2000
0
0
NVIDIA CORPORATION
COM
67066G104
998168
1105
SH
SOLE
1105
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
745293
3008
SH
SOLE
3008
0
0
OCCIDENTAL PETE CORP
COM
674599162
21594
501
SH
SOLE
501
0
0
OCCIDENTAL PETE CORP
COM
674599105
260610
4010
SH
SOLE
4010
0
0
ODDITY TECH LTD
COM
M7518J104
2173
50
SH
SOLE
50
0
0
OGE ENERGY CORP
COM
670837103
24696
720
SH
SOLE
720
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
878
4
SH
SOLE
4
0
0
ON SEMICONDUCTOR CORP
COM
682189105
20101829
273308
SH
SOLE
273233
0
75
ORACLE CORP
COM
68389X105
450061
3583
SH
SOLE
3583
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
85795
76
SH
SOLE
76
0
0
OTIS WORLDWIDE CORP
COM
68902V107
399562
4025
SH
SOLE
4025
0
0
PALANTIR TECHNOLOGIES INC
COM
69608A108
27922497
1213494
SH
SOLE
1212969
0
525
PALO ALTO NETWORKS INC
COM
697435105
77568
273
SH
SOLE
273
0
0
PALOMAR HLDGS INC
COM
69753M105
62873
750
SH
SOLE
750
0
0
PARKER-HANNIFIN CORP
COM
701094104
1251640
2252
SH
SOLE
2252
0
0
PAYCHEX INC
COM
704326107
1582524
12887
SH
SOLE
12887
0
0
PAYPAL HLDGS INC
COM
70450Y103
23777883
354947
SH
SOLE
354807
0
140
PENN ENTERTAINMENT INC
COM
707569109
3642
200
SH
SOLE
200
0
0
PEPSICO INC
COM
713448108
2378911
13593
SH
SOLE
13593
0
0
PFIZER INC
COM
717081103
452020
16289
SH
SOLE
16289
0
0
PHILIP MORRIS INTL INC
COM
718172109
434188
4739
SH
SOLE
4739
0
0
PHILLIPS 66
COM
718546104
10454
64
SH
SOLE
64
0
0
PIMCO ETF TR
COM
72201R205
252350
4900
SH
SOLE
4900
0
0
PIONEER NAT RES CO
COM
723787107
36750
140
SH
SOLE
140
0
0
PNC FINL SVCS GROUP INC
COM
693475105
737300
4563
SH
SOLE
4563
0
0
POST HLDGS INC
COM
737446104
134764
1268
SH
SOLE
1268
0
0
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
8631
100
SH
SOLE
100
0
0
PROCTER AND GAMBLE CO
COM
742718109
3623854
22335
SH
SOLE
22335
0
0
PROGRESSIVE CORP
COM
743315103
17373
84
SH
SOLE
84
0
0
PROLOGIS INC.
COM
74340W103
28909
222
SH
SOLE
222
0
0
QUALCOMM INC
COM
747525103
816534
4823
SH
SOLE
4823
0
0
QUANTA SVCS INC
COM
74762E102
46245
178
SH
SOLE
178
0
0
RALPH LAUREN CORP
COM
751212101
2629
14
SH
SOLE
14
0
0
REDDIT INC
COM
75734B100
1727
35
SH
SOLE
35
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
42290031
43938
SH
SOLE
43923
0
15
REGIONAL MGMT CORP
COM
75902K106
4842
200
SH
SOLE
200
0
0
REGIONS FINANCIAL CORP NEW
COM
7591EP100
389240
18500
SH
SOLE
18500
0
0
REPUBLIC SVCS INC
COM
760759100
9190
48
SH
SOLE
48
0
0
ROBLOX CORP
COM
771049103
2673
70
SH
SOLE
70
0
0
ROPER TECHNOLOGIES INC
COM
776696106
4487
8
SH
SOLE
8
0
0
RPM INTL INC
COM
749685103
17843
150
SH
SOLE
150
0
0
RTX CORPORATION
COM
75513E101
1321288
13548
SH
SOLE
13548
0
0
S&P GLOBAL INC
COM
78409V104
3830
9
SH
SOLE
9
0
0
SAIA INC
COM
78709Y105
877500
1500
SH
SOLE
1500
0
0
SALESFORCE INC
COM
79466L302
150289
499
SH
SOLE
499
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
388380
3000
SH
SOLE
3000
0
0
SCHLUMBERGER LTD
COM
806857108
27899
509
SH
SOLE
509
0
0
SEAGATE TECHNOLOGY HLDNGS PL
COM
G7997R103
4095
44
SH
SOLE
44
0
0
SEALED AIR CORP NEW
COM
81211K100
89280
2400
SH
SOLE
2400
0
0
SELECTQUOTE INC
COM
816307300
8000
4000
SH
SOLE
4000
0
0
SEMPRA
COM
816851109
237039
3300
SH
SOLE
3300
0
0
SERVICE CORP INTL
COM
817565104
1336
18
SH
SOLE
18
0
0
SHAKE SHACK INC
COM
819047101
20806
200
SH
SOLE
200
0
0
SHELL PLC
COM
780259305
16559
247
SH
SOLE
247
0
0
SHOPIFY INC
COM
82509L107
3087
40
SH
SOLE
40
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
24256
155
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155
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
38021
351
SH
SOLE
351
0
0
SONY GROUP CORP
COM
835699307
22173938
258618
SH
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258493
0
125
SOUTHWEST AIRLS CO
COM
844741108
146
5
SH
SOLE
5
0
0
SPDR S&P 500 ETF TR
COM
78462F103
1298260
2482
SH
SOLE
2482
0
0
SPDR S&P MIDCAP 400 ETF TR
COM
78467Y107
257335
463
SH
SOLE
463
0
0
SPDR SER TR
COM
78468R663
36720
400
SH
SOLE
400
0
0
SPDR SER TR
COM
78468R853
33486
778
SH
SOLE
778
0
0
SPDR SER TR
COM
78464A474
42423
1425
SH
SOLE
1425
0
0
SPDR SER TR
COM
78464A508
188627
3765
SH
SOLE
3765
0
0
SPDR SER TR
COM
78464A763
170612
1300
SH
SOLE
1300
0
0
SPOTIFY TECHNOLOGY S A
COM
L8681T102
13195
50
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SOLE
50
0
0
SSGA ACTIVE ETF TR
COM
78467V848
36927
922
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922
0
0
STARBUCKS CORP
COM
855244109
18918
207
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207
0
0
STRYKER CORPORATION
COM
863667101
1074
3
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SOLE
3
0
0
TAIWAN SEMICONDUCTOR MFG LTD
COM
874039100
11157
82
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82
0
0
TARGET CORP
COM
87612E106
6557
37
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SOLE
37
0
0
TE CONNECTIVITY LTD
COM
H84989104
3777
26
SH
SOLE
26
0
0
TESLA INC
COM
88160R101
300601
1710
SH
SOLE
1710
0
0
TEXAS CAP BANCSHARES INC
COM
88224Q107
49240
800
SH
SOLE
800
0
0
TEXAS INSTRS INC
COM
882508104
8711
50
SH
SOLE
50
0
0
TEXTRON INC
COM
883203101
11512
120
SH
SOLE
120
0
0
THE CIGNA GROUP
COM
125523100
2906
8
SH
SOLE
8
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
31421099
54062
SH
SOLE
54047
0
15
TILRAY BRANDS INC
COM
88688T100
10
4
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SOLE
4
0
0
TIMKEN CO
COM
887389104
1050
12
SH
SOLE
12
0
0
TJX COS INC NEW
COM
872540109
248987
2455
SH
SOLE
2455
0
0
TMC THE METALS COMPANY INC
COM
87261Y106
3397
2375
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2375
0
0
T-MOBILE US INC
COM
872590104
42601
261
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261
0
0
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
80850
5000
SH
SOLE
5000
0
0
TORONTO DOMINION BK ONT
COM
891160509
121
2
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SOLE
2
0
0
TOTALENERGIES SE
COM
89151E109
3993
58
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SOLE
58
0
0
TOYOTA MOTOR CORP
COM
892331307
6292
25
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SOLE
25
0
0
TRACTOR SUPPLY CO
COM
892356106
22508
86
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SOLE
86
0
0
TRANE TECHNOLOGIES PLC
COM
G8994E103
213142
710
SH
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710
0
0
TRANSDIGM GROUP INC
COM
893641100
1232
1
SH
SOLE
1
0
0
TRANSOCEAN LTD
COM
H8817H100
15700
2500
SH
SOLE
2500
0
0
TRAVEL PLUS LEISURE CO
COM
894164102
24480
500
SH
SOLE
500
0
0
TRAVELERS COMPANIES INC
COM
89417E109
131871
573
SH
SOLE
573
0
0
TRINITY BIOTECH PLC
COM
896438504
41
20
SH
SOLE
20
0
0
TRUIST FINL CORP
COM
89832Q109
8771
225
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SOLE
225
0
0
TRUMP MEDIA & TECHNOLOGY GRO
COM
25400Q113
194540
7100
SH
SOLE
7100
0
0
TYLER TECHNOLOGIES INC
COM
902252105
44202
104
SH
SOLE
104
0
0
TYSON FOODS INC
COM
902494103
2467
42
SH
SOLE
42
0
0
UBER TECHNOLOGIES INC
COM
90353T100
76990
1000
SH
SOLE
1000
0
0
ULTA BEAUTY INC
COM
90384S303
13072
25
SH
SOLE
25
0
0
UMB FINL CORP
COM
902788108
328649
3778
SH
SOLE
3778
0
0
UNILEVER PLC
COM
904767704
2108
42
SH
SOLE
42
0
0
UNION PAC CORP
COM
907818108
226748
922
SH
SOLE
922
0
0
UNITED NAT FOODS INC
COM
911163103
1896
165
SH
SOLE
165
0
0
UNITED PARCEL SERVICE INC
COM
911312106
2973
20
SH
SOLE
20
0
0
UNITED RENTALS INC
COM
911363109
41038072
56910
SH
SOLE
56890
0
20
UNITED THERAPEUTICS CORP DEL
COM
91307C102
14609503
63597
SH
SOLE
63542
0
55
UNITEDHEALTH GROUP INC
COM
91324P102
408128
825
SH
SOLE
825
0
0
US BANCORP DEL
COM
902973304
793969
17762
SH
SOLE
17762
0
0
VALERO ENERGY CORP
COM
91913Y100
34138
200
SH
SOLE
200
0
0
VANECK ETF TRUST
COM
92189F106
26561
840
SH
SOLE
840
0
0
VANGUARD ADMIRAL FDS INC
COM
921932505
7618
25
SH
SOLE
25
0
0
VANGUARD INDEX FDS
COM
922908736
158332
460
SH
SOLE
460
0
0
VANGUARD INDEX FDS
COM
922908363
29218
61
SH
SOLE
61
0
0
VANGUARD INDEX FDS
COM
922908769
337870
1300
SH
SOLE
1300
0
0
VANGUARD INTL EQUITY INDEX F
COM
922042742
106
1
SH
SOLE
1
0
0
VANGUARD SCOTTSDALE FDS
COM
92206C409
18696651
241840
SH
SOLE
241810
0
30
VANGUARD SPECIALIZED FUNDS
COM
921908844
20635
113
SH
SOLE
113
0
0
VANGUARD WORLD FD
COM
92204A108
9532
30
SH
SOLE
30
0
0
VANGUARD WORLD FD
COM
92204A504
32733
121
SH
SOLE
121
0
0
VANGUARD WORLD FD
COM
92204A702
20974
40
SH
SOLE
40
0
0
VERALTO CORP
COM
92338C103
8866
100
SH
SOLE
100
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
15190
362
SH
SOLE
362
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
22628136
54133
SH
SOLE
54103
0
30
VIATRIS INC
COM
92556V106
4203
352
SH
SOLE
352
0
0
VISA INC
COM
92826C839
210427
754
SH
SOLE
754
0
0
WABTEC
COM
929740108
2331
16
SH
SOLE
16
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
32535
1500
SH
SOLE
1500
0
0
WALMART INC
COM
931142103
16990127
282369
SH
SOLE
282174
0
195
WASTE MGMT INC DEL
COM
94106L109
576998
2707
SH
SOLE
2707
0
0
WELLS FARGO CO NEW
COM
949746101
343413
5925
SH
SOLE
5925
0
0
WINGSTOP INC
COM
974155103
733
2
SH
SOLE
2
0
0
WORKDAY INC
COM
98138H101
3273
12
SH
SOLE
12
0
0
WORKHORSE GROUP INC
COM
98138J206
4
15
SH
SOLE
15
0
0
WYNDHAM HOTELS & RESORTS INC
COM
98311A105
34384
448
SH
SOLE
448
0
0
ZOETIS INC
COM
98978V103
367017
2169
SH
SOLE
2169
0
0