0001044929-24-000011.txt : 20241007 0001044929-24-000011.hdr.sgml : 20241007 20241007144620 ACCESSION NUMBER: 0001044929-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241007 DATE AS OF CHANGE: 20241007 EFFECTIVENESS DATE: 20241007 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: 241357467 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 09-30-2024 09-30-2024 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 10-07-2024 0 472 1417089580 false
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29 SH SOLE 29 0 0 SELECT SECTOR SPDR TR COM 81369Y100 5687 59 SH SOLE 59 0 0 SELECTQUOTE INC COM 816307300 8680 4000 SH SOLE 4000 0 0 SEMPRA COM 816851109 275979 3300 SH SOLE 3300 0 0 SERVICE CORP INTL COM 817565104 1421 18 SH SOLE 18 0 0 SERVICENOW INC COM 81762P102 895 1 SH SOLE 0 0 1 SHAKE SHACK INC COM 819047101 20642 200 SH SOLE 200 0 0 SHARKNINJA INC COM G8068L108 435 4 SH SOLE 4 0 0 SHELL PLC COM 780259305 16290 247 SH SOLE 247 0 0 SHOPIFY INC COM 82509L107 3206 40 SH SOLE 40 0 0 SIMON PPTY GROUP INC NEW COM 828806109 26199 155 SH SOLE 155 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 34669 351 SH SOLE 351 0 0 SOUTHWEST AIRLS CO COM 844741108 149 5 SH SOLE 5 0 0 SPDR GOLD TR COM 78463V107 7535 31 SH SOLE 31 0 0 SPDR S&P 500 ETF TR COM 78462F103 1293256 2254 SH SOLE 2254 0 0 SPDR S&P MIDCAP 400 ETF TR COM 78467Y107 223022 392 SH SOLE 392 0 0 SPDR SER TR COM 78468R663 36724 400 SH SOLE 400 0 0 SPDR SER TR COM 78464A805 223912 3196 SH SOLE 3196 0 0 SPDR SER TR COM 78468R853 63032 1385 SH SOLE 1385 0 0 SPDR SER TR COM 78468R101 2647 90 SH SOLE 90 0 0 SPDR SER TR COM 78464A474 40121 1325 SH SOLE 1325 0 0 SPDR SER TR COM 78464A508 215194 4071 SH SOLE 4071 0 0 SPDR SER TR COM 78464A763 106530 750 SH SOLE 750 0 0 SPOTIFY TECHNOLOGY S A COM L8681T102 22112 60 SH SOLE 57 0 3 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 9796 132 SH SOLE 132 0 0 SSGA ACTIVE ETF TR COM 78467V848 38171 922 SH SOLE 922 0 0 STARBUCKS CORP COM 855244109 20181 207 SH SOLE 207 0 0 STRYKER CORPORATION COM 863667101 1084 3 SH SOLE 3 0 0 SYSCO CORP COM 871829107 7260 93 SH SOLE 93 0 0 TARGET CORP COM 87612E106 5767 37 SH SOLE 37 0 0 TE CONNECTIVITY PLC COM G87052109 3926 26 SH SOLE 26 0 0 TESLA INC COM 88160R101 447388 1710 SH SOLE 1710 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 57168 800 SH SOLE 800 0 0 TEXAS INSTRS INC COM 882508104 65483 317 SH SOLE 233 0 84 TEXTRON INC COM 883203101 10630 120 SH SOLE 120 0 0 THE BALDWIN INSURANCE GRP IN COM 05589G102 28884 580 SH SOLE 580 0 0 THE CIGNA GROUP COM 125523100 2772 8 SH SOLE 8 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 33747339 54557 SH SOLE 54527 0 30 TILRAY BRANDS INC COM 88688T100 8 4 SH SOLE 4 0 0 TIMKEN CO COM 887389104 1012 12 SH SOLE 12 0 0 TJX COS INC NEW COM 872540109 286093 2434 SH SOLE 2434 0 0 T-MOBILE US INC COM 872590104 55511 269 SH SOLE 265 0 4 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 54900 5000 SH SOLE 5000 0 0 TORONTO DOMINION BK ONT COM 891160509 127 2 SH SOLE 2 0 0 TRACTOR SUPPLY CO COM 892356106 24148 83 SH SOLE 83 0 0 TRADEWEB MKTS INC COM 892672106 866 7 SH SOLE 7 0 0 TRANE TECHNOLOGIES PLC COM G8994E103 272111 700 SH SOLE 700 0 0 TRANSDIGM GROUP INC COM 893641100 5709 4 SH SOLE 3 0 1 TRANSOCEAN LTD COM H8817H100 10625 2500 SH SOLE 2500 0 0 TRAVEL PLUS LEISURE CO COM 894164102 23040 500 SH SOLE 500 0 0 TRAVELERS COMPANIES INC COM 89417E109 55721 238 SH SOLE 238 0 0 TRI CONTL CORP COM 895436103 90068 2726 SH SOLE 2726 0 0 TRINITY BIOTECH PLC COM 896438504 22 20 SH SOLE 20 0 0 TRUIST FINL CORP COM 89832Q109 9624 225 SH SOLE 225 0 0 TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q113 73485 7100 SH SOLE 7100 0 0 TYLER TECHNOLOGIES INC COM 902252105 60707 104 SH SOLE 104 0 0 UBER TECHNOLOGIES INC COM 90353T100 77115 1026 SH SOLE 1014 0 12 ULTA BEAUTY INC COM 90384S303 10896 28 SH SOLE 28 0 0 UMB FINL CORP COM 902788108 397106 3778 SH SOLE 3778 0 0 UNILEVER PLC COM 904767704 14357 221 SH SOLE 221 0 0 UNION PAC CORP COM 907818108 211234 857 SH SOLE 857 0 0 UNITED NAT FOODS INC COM 911163103 673 40 SH SOLE 40 0 0 UNITED PARCEL SERVICE INC COM 911312106 2727 20 SH SOLE 20 0 0 UNITED RENTALS INC COM 911363109 46460758 57378 SH SOLE 57353 0 25 UNITED THERAPEUTICS CORP DEL COM 91307C102 22954468 64056 SH SOLE 63994 0 62 UNITEDHEALTH GROUP INC COM 91324P102 447281 765 SH SOLE 765 0 0 US BANCORP DEL COM 902973304 775033 16948 SH SOLE 16948 0 0 VALERO ENERGY CORP COM 91913Y100 10128 75 SH SOLE 75 0 0 VANECK ETF TRUST COM 92189F106 33449 840 SH SOLE 840 0 0 VANECK ETF TRUST COM 92189F676 887 4 SH SOLE 4 0 0 VANECK MERK GOLD ETF COM 921078101 19018 749 SH SOLE 749 0 0 VANGUARD ADMIRAL FDS INC COM 921932505 8633 25 SH SOLE 25 0 0 VANGUARD BD INDEX FDS COM 921937827 13456 171 SH SOLE 171 0 0 VANGUARD INDEX FDS COM 922908736 176608 460 SH SOLE 460 0 0 VANGUARD INDEX FDS COM 922908553 108284 1112 SH SOLE 1112 0 0 VANGUARD INDEX FDS COM 922908363 32073 61 SH SOLE 61 0 0 VANGUARD INDEX FDS COM 922908769 368108 1300 SH SOLE 1300 0 0 VANGUARD INTL EQUITY INDEX F COM 922042742 116 1 SH SOLE 1 0 0 VANGUARD MUN BD FDS COM 922907746 290933 5691 SH SOLE 5691 0 0 VANGUARD SCOTTSDALE FDS COM 92206C870 18844 225 SH SOLE 225 0 0 VANGUARD SCOTTSDALE FDS COM 92206C409 18878373 237703 SH SOLE 237673 0 30 VANGUARD SPECIALIZED FUNDS COM 921908844 22381 113 SH SOLE 113 0 0 VANGUARD WORLD FD COM 92204A108 10215 30 SH SOLE 30 0 0 VANGUARD WORLD FD COM 92204A504 34147 121 SH SOLE 121 0 0 VANGUARD WORLD FD COM 92204A702 23461 40 SH SOLE 40 0 0 VERALTO CORP COM 92338C103 11186 100 SH SOLE 100 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 13473 300 SH SOLE 300 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 25235241 54260 SH SOLE 54225 0 35 VIATRIS INC COM 92556V106 2868 247 SH SOLE 247 0 0 VISA INC COM 92826C839 166895 607 SH SOLE 606 0 1 WABTEC COM 929740108 2909 16 SH SOLE 16 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 13440 1500 SH SOLE 1500 0 0 WALMART INC COM 931142103 22751897 281757 SH SOLE 281512 0 245 WASTE MGMT INC DEL COM 94106L109 561974 2707 SH SOLE 2707 0 0 WATERS CORP COM 941848103 7198 20 SH SOLE 20 0 0 WELLS FARGO CO NEW COM 949746101 334704 5925 SH SOLE 5925 0 0 WESTERN ALLIANCE BANCORP COM 957638109 433 5 SH SOLE 5 0 0 WINGSTOP INC COM 974155103 833 2 SH SOLE 2 0 0 WISDOMTREE TR COM 97717W380 23452 1046 SH SOLE 1046 0 0 WORKHORSE GROUP INC COM 98138J305 1 1 SH SOLE 1 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 35007 448 SH SOLE 448 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 3239 30 SH SOLE 30 0 0 ZOETIS INC COM 98978V103 423780 2169 SH SOLE 2169 0 0