0001044929-24-000004.txt : 20240710 0001044929-24-000004.hdr.sgml : 20240710 20240710135729 ACCESSION NUMBER: 0001044929-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240710 DATE AS OF CHANGE: 20240710 EFFECTIVENESS DATE: 20240710 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: 241109588 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 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001044929 XXXXXXXX 06-30-2024 06-30-2024 ATWOOD & PALMER INC
4520 MADISON AVE SUITE 200 KANSAS CITY MO 64111
13F HOLDINGS REPORT 028-06528 N
Teresa Burch CCO 8169312266 Teresa Burch Kansas City MO 07-10-2024 0 436 1320047560 false
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8 0 0 RPM INTL INC COM 749685103 16152 150 SH SOLE 150 0 0 RTX CORPORATION COM 75513E101 1340056 13349 SH SOLE 13349 0 0 S&P GLOBAL INC COM 78409V104 4014 9 SH SOLE 9 0 0 SAIA INC COM 78709Y105 711435 1500 SH SOLE 1500 0 0 SALESFORCE INC COM 79466L302 97698 380 SH SOLE 380 0 0 SAREPTA THERAPEUTICS INC COM 803607100 221200 1400 SH SOLE 1400 0 0 SCHLUMBERGER LTD COM 806857108 17174 364 SH SOLE 364 0 0 SEAGATE TECHNOLOGY HLDNGS PL COM G7997R103 4544 44 SH SOLE 44 0 0 SEALED AIR CORP NEW COM 81211K100 83496 2400 SH SOLE 2400 0 0 SELECT SECTOR SPDR TR COM 81369Y605 5633 137 SH SOLE 137 0 0 SELECT SECTOR SPDR TR COM 81369Y407 5837 32 SH SOLE 32 0 0 SELECT SECTOR SPDR TR COM 81369Y100 5652 64 SH SOLE 64 0 0 SELECTQUOTE INC COM 816307300 11040 4000 SH SOLE 4000 0 0 SEMPRA COM 816851109 250998 3300 SH SOLE 3300 0 0 SERVICE CORP INTL COM 817565104 1281 18 SH SOLE 18 0 0 SHAKE SHACK INC COM 819047101 18000 200 SH SOLE 200 0 0 SHELL PLC COM 780259305 17829 247 SH SOLE 247 0 0 SHOPIFY INC COM 82509L107 2642 40 SH SOLE 40 0 0 SIMON PPTY GROUP INC NEW COM 828806109 23529 155 SH SOLE 155 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 37410 351 SH SOLE 351 0 0 SOUTHWEST AIRLS CO COM 844741108 144 5 SH SOLE 5 0 0 SPDR GOLD TR COM 78463V107 17416 81 SH SOLE 81 0 0 SPDR S&P 500 ETF TR COM 78462F103 1234291 2268 SH SOLE 2268 0 0 SPDR S&P MIDCAP 400 ETF TR COM 78467Y107 209484 392 SH SOLE 392 0 0 SPDR SER TR COM 78468R663 36712 400 SH SOLE 400 0 0 SPDR SER TR COM 78468R622 21871 232 SH SOLE 232 0 0 SPDR SER TR COM 78464A805 207145 3122 SH SOLE 3122 0 0 SPDR SER TR COM 78468R853 57520 1385 SH SOLE 1385 0 0 SPDR SER TR COM 78468R101 2599 90 SH SOLE 90 0 0 SPDR SER TR COM 78464A474 39353 1325 SH SOLE 1325 0 0 SPDR SER TR COM 78464A508 198421 4071 SH SOLE 4071 0 0 SPDR SER TR COM 78464A763 95385 750 SH SOLE 750 0 0 SPOTIFY TECHNOLOGY S A COM L8681T102 15690 50 SH SOLE 50 0 0 SSGA ACTIVE ETF TR COM 78467V848 36622 922 SH SOLE 922 0 0 STARBUCKS CORP COM 855244109 16115 207 SH SOLE 207 0 0 STRYKER CORPORATION COM 863667101 1021 3 SH SOLE 3 0 0 TARGET CORP COM 87612E106 5478 37 SH SOLE 37 0 0 TE CONNECTIVITY LTD COM H84989104 3912 26 SH SOLE 26 0 0 TESLA INC COM 88160R101 338375 1710 SH SOLE 1710 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 48912 800 SH SOLE 800 0 0 TEXAS INSTRS INC COM 882508104 69837 359 SH SOLE 275 0 84 TEXTRON INC COM 883203101 10304 120 SH SOLE 120 0 0 THE BALDWIN INSURANCE GRP IN COM 05589G102 22347 630 SH SOLE 630 0 0 THE CIGNA GROUP COM 125523100 2645 8 SH SOLE 8 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 30021554 54289 SH SOLE 54274 0 15 TILRAY BRANDS INC COM 88688T100 7 4 SH SOLE 4 0 0 TIMKEN CO COM 887389104 962 12 SH SOLE 12 0 0 TJX COS INC NEW COM 872540109 267984 2434 SH SOLE 2434 0 0 TMC THE METALS COMPANY INC COM 87261Y106 3207 2375 SH SOLE 2375 0 0 T-MOBILE US INC COM 872590104 45983 261 SH SOLE 261 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 76500 5000 SH SOLE 5000 0 0 TORONTO DOMINION BK ONT COM 891160509 110 2 SH SOLE 2 0 0 TOYOTA MOTOR CORP COM 892331307 5125 25 SH SOLE 25 0 0 TRACTOR SUPPLY CO COM 892356106 22410 83 SH SOLE 83 0 0 TRANE TECHNOLOGIES PLC COM G8994E103 230251 700 SH SOLE 700 0 0 TRANSDIGM GROUP INC COM 893641100 1278 1 SH SOLE 1 0 0 TRANSOCEAN LTD COM H8817H100 13375 2500 SH SOLE 2500 0 0 TRAVEL PLUS LEISURE CO COM 894164102 22490 500 SH SOLE 500 0 0 TRAVELERS COMPANIES INC COM 89417E109 48395 238 SH SOLE 238 0 0 TRI CONTL CORP COM 895436103 84425 2726 SH SOLE 2726 0 0 TRINITY BIOTECH PLC COM 896438504 43 20 SH SOLE 20 0 0 TRUIST FINL CORP COM 89832Q109 8742 225 SH SOLE 225 0 0 TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q113 151230 7100 SH SOLE 7100 0 0 TYLER TECHNOLOGIES INC COM 902252105 52290 104 SH SOLE 104 0 0 UBER TECHNOLOGIES INC COM 90353T100 72680 1000 SH SOLE 1000 0 0 ULTA BEAUTY INC COM 90384S303 10805 28 SH SOLE 28 0 0 UMB FINL CORP COM 902788108 315161 3778 SH SOLE 3778 0 0 UNILEVER PLC COM 904767704 2310 42 SH SOLE 42 0 0 UNION PAC CORP COM 907818108 193905 857 SH SOLE 857 0 0 UNITED NAT FOODS INC COM 911163103 524 40 SH SOLE 40 0 0 UNITED PARCEL SERVICE INC COM 911312106 2737 20 SH SOLE 20 0 0 UNITED RENTALS INC COM 911363109 37117508 57393 SH SOLE 57373 0 20 UNITED THERAPEUTICS CORP DEL COM 91307C102 20311386 63762 SH SOLE 63707 0 55 UNITEDHEALTH GROUP INC COM 91324P102 389584 765 SH SOLE 765 0 0 US BANCORP DEL COM 902973304 672836 16948 SH SOLE 16948 0 0 VALE S A COM 91912E105 23156 2073 SH SOLE 1621 0 452 VALERO ENERGY CORP COM 91913Y100 31352 200 SH SOLE 200 0 0 VANECK ETF TRUST COM 92189F106 28502 840 SH SOLE 840 0 0 VANECK MERK GOLD TR COM 921078101 16823 749 SH SOLE 749 0 0 VANGUARD ADMIRAL FDS INC COM 921932505 8337 25 SH SOLE 25 0 0 VANGUARD INDEX FDS COM 922908736 172045 460 SH SOLE 460 0 0 VANGUARD INDEX FDS COM 922908553 93101 1112 SH SOLE 1112 0 0 VANGUARD INDEX FDS COM 922908363 30399 61 SH SOLE 61 0 0 VANGUARD INDEX FDS COM 922908769 347763 1300 SH SOLE 1300 0 0 VANGUARD INTL EQUITY INDEX F COM 922042742 108 1 SH SOLE 1 0 0 VANGUARD MUN BD FDS COM 922907746 285185 5691 SH SOLE 5691 0 0 VANGUARD SCOTTSDALE FDS COM 92206C409 18407446 238207 SH SOLE 238177 0 30 VANGUARD SPECIALIZED FUNDS COM 921908844 20629 113 SH SOLE 113 0 0 VANGUARD WORLD FD COM 92204A108 9370 30 SH SOLE 30 0 0 VANGUARD WORLD FD COM 92204A504 32186 121 SH SOLE 121 0 0 VANGUARD WORLD FD COM 92204A702 23064 40 SH SOLE 40 0 0 VERALTO CORP COM 92338C103 9547 100 SH SOLE 100 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 11836 287 SH SOLE 287 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 25439778 54275 SH SOLE 54245 0 30 VIATRIS INC COM 92556V106 2626 247 SH SOLE 247 0 0 VISA INC COM 92826C839 158532 604 SH SOLE 604 0 0 WABTEC COM 929740108 2529 16 SH SOLE 16 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 18143 1500 SH SOLE 1500 0 0 WALMART INC COM 931142103 19044233 281262 SH SOLE 281067 0 195 WASTE MGMT INC DEL COM 94106L109 577512 2707 SH SOLE 2707 0 0 WELLS FARGO CO NEW COM 949746101 351886 5925 SH SOLE 5925 0 0 WISDOMTREE TR COM 97717W380 23326 1046 SH SOLE 1046 0 0 WORKHORSE GROUP INC COM 98138J305 3 2 SH SOLE 2 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 33152 448 SH SOLE 448 0 0 ZOETIS INC COM 98978V103 376018 2169 SH SOLE 2169 0 0