Atlas Capital Advisors

Latest statistics and disclosures from Atlas Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Atlas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atlas Capital Advisors

Atlas Capital Advisors holds 890 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Atlas Capital Advisors has 890 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter Gamble Equity (PG) 6.5 $43M 283k 151.74
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Microsoft Corp PrefStock (MSFT) 3.2 $21M -12% 61k 340.54
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Austex Oil Equity (AOK) 2.8 $18M 519k 35.24
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Vanguard European Stock ETF ExchTradedFund (VGK) 2.4 $16M -7% 261k 61.70
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SPDR S P Info Technology ETF ExchTradedFund (XLK) 2.2 $14M -9% 82k 173.86
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iShares Edge MSCI Intl ETF ExchTradedFund (IMTM) 2.2 $14M +2% 430k 33.20
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Apple Equity (AAPL) 2.1 $14M 73k 193.97
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Palomar Holdings Equity (PLMR) 1.8 $12M -42% 209k 58.04
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iShares Barclays 1-3 Year Treasury ETF ExchTradedFund (SHY) 1.8 $12M +2% 144k 81.08
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Vanguard Ftse All-Wld Ex-US Small Cap ETF ExchTradedFund (VSS) 1.8 $12M +9% 106k 110.48
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iShares 0-5 Year Tips Bond ETF ExchTradedFund (STIP) 1.8 $12M +17% 119k 97.60
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SPDR Emerging Market ETF ExchTradedFund (SPEM) 1.5 $9.8M 284k 34.38
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Splunk Equity (SPLK) 1.5 $9.7M -22% 91k 106.09
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Spdr S P 500 Etf ExchTradedFund (SPY) 1.4 $9.5M 22k 443.29
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iShares Edge MSCI Intl Value Factor ETF ExchTradedFund (IVLU) 1.4 $9.5M +14% 373k 25.45
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Vanguard Health Care ETF ExchTradedFund (VHT) 1.4 $8.9M -10% 36k 244.82
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Schwab Intl Small-Cap Equity ETF ExchTradedFund (SCHC) 1.3 $8.6M -5% 254k 33.77
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Vanguard Mid-Cap Value ETF ExchTradedFund (VOE) 1.3 $8.6M +15% 62k 138.38
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Vanguard Ftse Pacific ETF ExchTradedFund (VPL) 1.3 $8.6M -8% 123k 69.72
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SPDR S P Industrials ETF ExchTradedFund (XLI) 1.3 $8.3M -8% 78k 107.32
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Vanguard Information Technology ETF ExchTradedFund (VGT) 1.3 $8.3M -17% 19k 442.17
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Vanguard Total Stock Market ETF ExchTradedFund (VTI) 1.2 $8.1M -11% 37k 220.28
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SPDR Communications Services ETF ExchTradedFund (XLC) 1.1 $7.0M +25% 107k 65.08
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Fidelity MSCI Information Tech ETF ExchTradedFund (FTEC) 0.9 $6.2M -16% 47k 130.64
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Regeneron Pharmaceuticals Equity (REGN) 0.9 $6.1M 8.5k 718.54
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iShares MSCI EAFE Value ETF ExchTradedFund (EFV) 0.9 $6.1M -2% 124k 48.94
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Visa Equity (V) 0.9 $5.9M +2% 25k 237.48
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Vanguard Total World Stock ETF ExchTradedFund (VT) 0.9 $5.8M -3% 60k 96.98
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SPDR S P Financial ETF ExchTradedFund (XLF) 0.8 $5.6M 165k 33.71
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Amazon Equity (AMZN) 0.8 $5.6M +2% 43k 130.36
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SPDR Developed World Ex-US ETF ExchTradedFund (SPDW) 0.8 $5.5M +2% 170k 32.54
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Fidelity MSCI Consumer Discretionary ETF ExchTradedFund (FDIS) 0.8 $5.5M +29% 75k 73.32
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iShares MSCI US Momentum ETF ExchTradedFund (MTUM) 0.8 $5.1M -6% 36k 144.25
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Vanguard Value ETF ExchTradedFund (VTV) 0.7 $4.9M -12% 35k 142.10
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Berkshire Hathaway Equity (BRK.B) 0.7 $4.7M 14k 341.00
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Vanguard Short-Term Tips ETF ExchTradedFund (VTIP) 0.7 $4.6M -12% 97k 47.42
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Fidelity MSCI Consumer Staples ETF ExchTradedFund (FSTA) 0.7 $4.5M -4% 99k 45.42
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Vanguard Communications Services ETF ExchTradedFund (VOX) 0.7 $4.5M +22% 42k 106.31
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Alphabet Inc A Equity (GOOGL) 0.7 $4.4M 37k 119.70
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JP Morgan Betabuilders Canada ETF ExchTradedFund (BBCA) 0.6 $4.1M +49% 67k 61.26
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SPDR S P Consumer Discretionary ETF ExchTradedFund (XLY) 0.6 $4.1M +45% 24k 169.82
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Alphabet Inc C Equity (GOOG) 0.6 $3.9M +4% 32k 120.97
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Vanguard Energy ETF ExchTradedFund (VDE) 0.6 $3.8M +14% 34k 112.89
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Vanguard Emerging Markets ETF ExchTradedFund (VWO) 0.6 $3.8M -21% 93k 40.68
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Vanguard Financials ETF ExchTradedFund (VFH) 0.5 $3.4M -11% 42k 81.24
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iShares MSCI Core EM ETF ExchTradedFund (IEMG) 0.5 $3.4M +31% 68k 49.29
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SPDR S P Health Care ETF ExchTradedFund (XLV) 0.5 $3.3M +14% 25k 132.74
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ArhaUS Equity (ARHS) 0.5 $3.3M 313k 10.43
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Costco Wholesale Corp Equity (COST) 0.5 $3.0M +8% 5.5k 538.38
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Deere Equity (DE) 0.4 $2.9M 7.1k 405.19
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Vanguard Consumer Discretionary ETF ExchTradedFund (VCR) 0.4 $2.9M +72% 10k 283.20
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Applied Materials Equity (AMAT) 0.4 $2.9M +6% 20k 144.54
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Schwab US Mid-Cap ETF ExchTradedFund (SCHM) 0.4 $2.9M +5% 40k 71.03
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Vanguard Small Cap Value ETF ExchTradedFund (VBR) 0.4 $2.9M +22% 17k 165.40
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Schwab US Broad Market ETF ExchTradedFund (SCHB) 0.4 $2.5M 49k 51.70
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iShares Core Russell US ETF ExchTradedFund (IUSV) 0.4 $2.5M +7% 32k 78.26
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Mckesson Corp Equity (MCK) 0.4 $2.4M 5.7k 427.31
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Fidelity MSCI Industrials ETF ExchTradedFund (FIDU) 0.4 $2.4M -10% 42k 56.87
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Fidelity MSCI Health Care ETF ExchTradedFund (FHLC) 0.4 $2.3M 37k 63.12
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Texas Instruments Equity (TXN) 0.3 $2.1M 12k 180.02
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iShares Core MSCI Europe ETF ExchTradedFund (IEUR) 0.3 $2.1M -15% 41k 52.63
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Hca Holdings Equity (HCA) 0.3 $2.1M 7.0k 303.48
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Verizon Communications Equity (VZ) 0.3 $2.1M +336% 57k 37.19
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Kla-Tencor Corp Equity (KLAC) 0.3 $2.1M 4.3k 485.02
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Lam Research Corp Equity (LRCX) 0.3 $2.0M +2% 3.1k 642.86
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Elevance Health Equity (ELV) 0.3 $2.0M 4.5k 444.29
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Vanguard Short-Term Bond ETF ExchTradedFund (BSV) 0.3 $1.9M -4% 26k 75.57
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Vanguard Dividend Appreciation ETF ExchTradedFund (VIG) 0.3 $1.9M -6% 12k 162.44
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SPDR S P Energy ETF ExchTradedFund (XLE) 0.3 $1.8M +9% 23k 81.17
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iShares MSCI EAFE Small Cap ETF ExchTradedFund (SCZ) 0.3 $1.8M 31k 58.98
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Eaton Corp Equity (ETN) 0.3 $1.8M -3% 8.8k 201.10
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JP Morgan Betabuilders Europe ETF ExchTradedFund (BBEU) 0.3 $1.7M -7% 31k 54.12
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Abbott Laboratories Equity (ABT) 0.3 $1.7M 15k 109.02
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Vanguard Ftse All-World Ex-US ETF ExchTradedFund (VEU) 0.3 $1.7M -5% 31k 54.41
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Micron Technology Equity (MU) 0.2 $1.6M 26k 63.11
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Vanguard Mid-Cap ETF ExchTradedFund (VO) 0.2 $1.6M +14% 7.4k 220.16
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SPDR S P Consumer Staples ETF ExchTradedFund (XLP) 0.2 $1.6M -9% 22k 74.17
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Quanta Services Equity (PWR) 0.2 $1.6M NEW 8.0k 196.45
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Vanguard Materials ETF ExchTradedFund (VAW) 0.2 $1.6M +4% 8.6k 181.97
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Berkshire Htwy Cl A Equity 0.2 $1.6M NEW 3.00 517810.00
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Fidelity MSCI Communication Services ETF ExchTradedFund (FCOM) 0.2 $1.5M +190% 38k 40.25
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Amgen Equity (AMGN) 0.2 $1.5M 6.8k 222.02
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Eli Lilly Equity (LLY) 0.2 $1.5M -3% 3.2k 468.98
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Vanguard Consumer Staples ETF ExchTradedFund (VDC) 0.2 $1.5M +52% 7.6k 194.45
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On Semiconductor Corp Equity (ON) 0.2 $1.5M +60% 16k 94.58
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Schwab US Dividend ETF ExchTradedFund (SCHD) 0.2 $1.5M -3% 20k 72.62
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iShares Core MSCI Pacific ETF ExchTradedFund (IPAC) 0.2 $1.5M -23% 25k 57.43
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Powershares Ftse RAFI Develo Equity (PXF) 0.2 $1.4M -20% 31k 44.96
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Dimensional International Val ETF ExchTradedFund (DFIV) 0.2 $1.4M +15% 41k 32.85
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Meta Platforms Inc Class A Equity (META) 0.2 $1.3M +28% 4.6k 286.98
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Unitedhealth Group Equity (UNH) 0.2 $1.3M 2.7k 480.64
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JP Morgan Ultra-Short Income ETF ExchTradedFund (JPST) 0.2 $1.3M +14% 25k 50.14
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iShares Russell 2000 Value ETF ExchTradedFund (IWN) 0.2 $1.2M +50% 8.8k 140.80
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Vanguard Total Intl Stock ETF ExchTradedFund (VXUS) 0.2 $1.2M 22k 56.08
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T-Mobile US Equity (TMUS) 0.2 $1.2M 8.8k 138.90
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Builders Firstsource Equity (BLDR) 0.2 $1.2M +2% 8.7k 136.00
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iShares MSCI Emerging Mkts Ex China ETF ExchTradedFund (EMXC) 0.2 $1.2M NEW 23k 51.98
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Te Connectivity Equity (TEL) 0.2 $1.2M 8.4k 140.16
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Schwab US Reit ETF ExchTradedFund (SCHH) 0.2 $1.2M -17% 59k 19.53
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Walt Disney Equity (DIS) 0.2 $1.1M 13k 89.28
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iShares S P 500 ETF ExchTradedFund (IVV) 0.2 $1.1M +1777% 2.6k 445.71
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Nvidia Corp Equity (NVDA) 0.2 $1.1M +43% 2.7k 423.02
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Vanguard Inter-Term Corp Bond ETF ExchTradedFund (VCIT) 0.2 $1.1M +73% 14k 79.03
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Jabil Equity (JBL) 0.2 $1.1M 10k 107.93
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SPDR S P Materials ETF ExchTradedFund (XLB) 0.2 $1.1M +10% 13k 82.87
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Hewlett Packard Ente Equity (HPE) 0.2 $1.0M 62k 16.80
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JP Morgan Chase Equity (JPM) 0.2 $1.0M +13% 7.1k 145.44
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Cisco Systems Equity (CSCO) 0.2 $1.0M 19k 51.74
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Johnson Johnson Equity (JNJ) 0.2 $1.0M +4% 6.1k 165.52
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Oracle Corp Equity (ORCL) 0.2 $1.0M +3% 8.4k 119.09
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Dr Horton Equity (DHI) 0.1 $966k +45% 7.9k 121.69
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Abbvie Equity (ABBV) 0.1 $964k 7.2k 134.73
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Laboratory Corp Of America Holdings Equity (LH) 0.1 $953k 3.9k 241.33
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Lennar Corp-A Equity (LEN) 0.1 $951k +3% 7.6k 125.31
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Synopsys Equity (SNPS) 0.1 $948k 2.2k 435.41
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Banco Bilbao Argen Equity (BBVA) 0.1 $931k 121k 7.68
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Asml Hldgs Nv Ord Equity 0.1 $930k NEW 1.3k 723.64
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Comcast Corp Equity (CMCSA) 0.1 $925k +20% 22k 41.55
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United Rentals Equity (URI) 0.1 $919k -16% 2.1k 445.37
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Invesco S P International Momentum ETF ExchTradedFund (IDMO) 0.1 $911k NEW 28k 33.03
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iShares Gold Trust Equity (IAU) 0.1 $910k 25k 36.39
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Cyberark Software Equity (CYBR) 0.1 $891k 5.7k 156.33
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Market Vectors Biotech ETF ExchTradedFund (BBH) 0.1 $890k 5.7k 156.05
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Flex Equity (FLEX) 0.1 $887k 32k 27.64
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International Business Machines Corp Equity (IBM) 0.1 $882k -8% 6.6k 133.81
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Parker Hannifin Corp Equity (PH) 0.1 $876k 2.2k 390.04
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Wal-Mart Stores Equity (WMT) 0.1 $860k 5.5k 157.18
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Corning Equity (GLW) 0.1 $840k 24k 35.04
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Kroger Equity (KR) 0.1 $808k 17k 47.00
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iShares MSCI Canada ETF ExchTradedFund (EWC) 0.1 $801k +33% 23k 34.99
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Stellantis Nv Equity (STLA) 0.1 $801k 46k 17.54
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Discover Financial Services Equity (DFS) 0.1 $794k -3% 6.8k 116.85
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Quest Diagnostics Equity (DGX) 0.1 $788k 5.6k 140.56
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Merck Equity (MRK) 0.1 $764k -6% 6.6k 115.39
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Hewlett-Packard Equity (HPQ) 0.1 $761k 25k 30.71
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Franklin Ftse Japan ETF ExchTradedFund (FLJP) 0.1 $755k +243% 28k 27.05
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Becton Dickinson And Equity (BDX) 0.1 $755k 2.9k 264.01
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Vanguard S P 500 ETF ExchTradedFund (VOO) 0.1 $752k -4% 1.8k 407.28
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Allison Transmission Holdings Equity (ALSN) 0.1 $745k 13k 56.46
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Belden Equity (BDC) 0.1 $745k 7.8k 95.65
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Bayerische Motoren Werke Equity (BMWYY) 0.1 $737k -7% 18k 41.10
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Unum Group Equity (UNM) 0.1 $732k -3% 15k 47.70
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Proshares Large Cap Core PlUS ETF ExchTradedFund (CSM) 0.1 $731k -3% 14k 51.03
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Fiserv Equity (FI) 0.1 $727k 5.8k 126.15
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Valero Energy Corp Equity (VLO) 0.1 $721k -5% 6.1k 117.30
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Hitachi Ltd - Equity (HTHIY) 0.1 $714k +5% 5.7k 124.47
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Pulte Group Equity (PHM) 0.1 $710k +21% 9.1k 77.68
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Tesla Motors Equity (TSLA) 0.1 $709k 2.7k 261.77
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Sysco Corp Equity (SYY) 0.1 $706k 9.5k 74.20
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Novo-Nordisk As Equity (NVO) 0.1 $689k 4.3k 161.83
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Schwab US Large-Cap Value ETF ExchTradedFund (SCHV) 0.1 $667k -25% 9.9k 67.09
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Microchip Technology Equity (MCHP) 0.1 $660k 7.4k 89.59
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Astrazeneca Plc-Spons Adr Astrazeneca Plc - Equity (AZN) 0.1 $659k 9.2k 71.57
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Penske Automotive Group Equity (PAG) 0.1 $655k 3.9k 166.63
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Ternium Sa Equity (TX) 0.1 $654k +17% 17k 39.65
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Cdw Corp Equity (CDW) 0.1 $653k -21% 3.6k 183.50
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Intel Corp Equity (INTC) 0.1 $652k 20k 33.44
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3M Equity (MMM) 0.1 $651k 6.5k 100.09
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SPDR S P Utilities ETF ExchTradedFund (XLU) 0.1 $650k +16% 9.9k 65.44
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iShares S P Smallcap 600 Value ETF ExchTradedFund (IJS) 0.1 $645k 6.8k 95.09
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Fidelity MSCI Energy ETF ExchTradedFund (FENY) 0.1 $645k +63% 29k 22.16
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Cardinal Health Equity (CAH) 0.1 $643k +25% 6.8k 94.57
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Avago Technologies Equity (AVGO) 0.1 $632k -2% 728.00 867.43
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Zimmer Biomet Hldgs Equity (ZBH) 0.1 $626k 4.3k 145.60
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Honda Motor Equity (HMC) 0.1 $623k +7% 21k 30.31
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Posco Equity (PKX) 0.1 $617k +6% 8.3k 73.95
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Mercedes-Benz Group Equity (MBGYY) 0.1 $612k +320% 31k 20.08
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Vipshop Holdings Ltd - Equity (VIPS) 0.1 $604k +11% 37k 16.50
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Fidelity MSCI Utilities ETF ExchTradedFund (FUTY) 0.1 $603k -14% 14k 42.28
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General Motors Equity (GM) 0.1 $601k 16k 38.56
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Stmicroelectronics Nv Equity (STM) 0.1 $596k 12k 49.99
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Cognizant Technology Solutions Corp Equity (CTSH) 0.1 $595k 9.1k 65.28
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Centene Corp Equity (CNC) 0.1 $592k 8.8k 67.45
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Vontier Corp Equity (VNT) 0.1 $590k +3% 18k 32.21
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Interpublic Group Of Cos Equity (IPG) 0.1 $588k +30% 15k 38.58
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Invesco SP500 EqlWt Tech ETF ExchTradedFund (RSPT) 0.1 $583k 2.0k 294.18
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Autonation Equity (AN) 0.1 $582k +5% 3.5k 164.61
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Fidelity MSCI Financials ETF ExchTradedFund (FNCL) 0.1 $582k -24% 12k 47.07
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Tiaa Traditional Annuity Equity 0.1 $576k NEW 576k 1.00
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Arrow Electronics Equity (ARW) 0.1 $571k +39% 4.0k 143.23
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JP Morgan Equity Premium Income ETF ExchTradedFund (JEPI) 0.1 $571k -52% 10k 55.33
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Freeport-Mcmoran Equity (FCX) 0.1 $571k 14k 40.00
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Omnicom Group Equity (OMC) 0.1 $567k +41% 6.0k 95.15
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Arch Capital Group Equity (ACGL) 0.1 $567k 7.6k 74.85
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Ubs Equity (UBS) 0.1 $565k 28k 20.27
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Raytheon Technologies Ord Equity (RTX) 0.1 $562k NEW 5.7k 97.96
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Diageo Equity (DEO) 0.1 $560k 3.2k 173.48
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Terex Corp Equity (TEX) 0.1 $557k -8% 9.3k 59.83
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Phillips 66 Equity (PSX) 0.1 $551k +103% 5.8k 95.38
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iShares Europe UCITS ETF ExchTradedFund 0.1 $546k +15% 17k 31.64
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Toll Brothers Equity (TOL) 0.1 $545k +8% 6.9k 79.07
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Tsmc Equity (TSM) 0.1 $545k +8% 5.4k 100.92
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Unicredit Spa Equity (UNCRY) 0.1 $531k +21% 46k 11.59
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Steel Dynamics Equity (STLD) 0.1 $531k +13% 4.9k 108.93
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Lennar Corp Equity (LEN.B) 0.1 $526k +9% 4.7k 112.98
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Northrop Grumman Corp Equity (NOC) 0.1 $525k 1.2k 455.80
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Emerson Electric Equity (EMR) 0.1 $524k 5.8k 90.39
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Gilead Sciences Equity (GILD) 0.1 $524k -20% 6.8k 77.07
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Columbia EM Core Exchina ETF ExchTradedFund (XCEM) 0.1 $517k +84% 18k 28.60
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iShares MSCI Acwi ETF ExchTradedFund (ACWI) 0.1 $514k 5.4k 95.94
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Bath Body Works Equity (BBWI) 0.1 $508k 14k 37.50
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Amkor Technology Equity (AMKR) 0.1 $505k -10% 17k 29.75
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Mitsui And Equity (MITSY) 0.1 $491k -2% 649.00 755.81
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General Mills Equity (GIS) 0.1 $488k 6.4k 76.70
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Heidelbergcement Equity (HDELY) 0.1 $486k +12% 30k 16.44
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Marathon Oil Corp Equity (MRO) 0.1 $486k 21k 23.02
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Nucor Corp Equity (NUE) 0.1 $475k -8% 2.9k 163.98
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Renaissancere Holdings Equity (RNR) 0.1 $474k -3% 2.5k 186.52
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Miniso Group Holding Equity (MNSO) 0.1 $471k +27% 28k 16.99
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Thermo Fisher Scientific Equity (TMO) 0.1 $468k +71% 897.00 521.75
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Invesco SP500 EqlWtt Hlth Care ETF ExchTradedFund (RSPH) 0.1 $467k 1.6k 298.10
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Iron Mountain Equity (IRM) 0.1 $464k 8.2k 56.82
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Nordea Bank ABP- Equity (NRDBY) 0.1 $460k 42k 10.89
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Pacwest Bancorp PrefStock (PACW) 0.1 $460k 57k 8.15
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Banco Do Brasil Sa Spons Adr Ea Repr 1 Equity (BDORY) 0.1 $460k +106% 45k 10.29
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JP Morgan Betabuilders Dev Asia Ex-Jpn ETF ExchTradedFund (BBAX) 0.1 $459k -51% 9.6k 47.83
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Sony Group Corp Equity (SONY) 0.1 $458k +14% 5.1k 90.04
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Manulife Financial Equity (MFC) 0.1 $454k +109% 24k 18.91
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Petroleo Brasileiro Sa Equity (PBR.A) 0.1 $442k +65% 36k 12.37
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Playtika Holding Corp Equity (PLTK) 0.1 $441k NEW 38k 11.60
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SPDR Gold Shares ETF ExchTradedFund (GLD) 0.1 $439k +15% 2.5k 178.27
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Vista Oil And Gas Sab De Cv Equity (VIST) 0.1 $436k +6% 18k 24.12
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Amerisourcebergen Corp Equity (ABC) 0.1 $436k 2.3k 192.43
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Reinsurance Group Of America Equity (RGA) 0.1 $434k 3.1k 138.69
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Twenty-First Century Fox-A Equity (FOXA) 0.1 $434k +2186% 13k 34.00
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Berkshire Grey Inc Cl A Equity (BGRY) 0.1 $432k 307k 1.41
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Berry Global Group Equity (BERY) 0.1 $430k NEW 6.7k 64.34
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Copa Holdings Sa Cl A Equity (CPA) 0.1 $429k -11% 3.9k 110.58
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First Trust Nasdaq Technology Div ETF ExchTradedFund (TDIV) 0.1 $429k 7.3k 58.66
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Powershares Build America Bond ETF ExchTradedFund (BAB) 0.1 $428k +415% 16k 26.55
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Thor Inds Equity (THO) 0.1 $428k NEW 4.1k 103.50
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Pg E Corp Equity (PCG) 0.1 $427k +52% 25k 17.28
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Ferrari Nv Equity (RACE) 0.1 $421k 1.3k 325.21
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Avery Dennison Corp Equity (AVY) 0.1 $421k 2.5k 171.80
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Novo-Nordisk A-S Ord PrefStock (NONOF) 0.1 $421k 2.6k 161.16
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Marathon Petroleum Corp Equity (MPC) 0.1 $418k -29% 3.6k 116.60
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iShares Sp500 Info Tech UCITS ETF ExchTradedFund (ISRCF) 0.1 $417k +3% 19k 22.25
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Dell Technologies Equity (DELL) 0.1 $416k +3% 7.7k 54.11
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Powershares Preferred ETF ExchTradedFund (PGX) 0.1 $415k -18% 37k 11.37
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Constellation Brands Equity (STZ) 0.1 $411k 1.7k 246.13
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Novartis Equity (NVS) 0.1 $406k 4.0k 100.91
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Everest Re Group Equity (RE) 0.1 $400k -17% 1.2k 341.84
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Tyson Foods Equity (TSN) 0.1 $399k -3% 7.8k 51.04
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Bristol-Myers Squibb Equity (BMY) 0.1 $399k -13% 6.2k 63.95
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Vale Sa Equity (VALE) 0.1 $397k NEW 30k 13.42
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Barclays Plc - Equity (BCS) 0.1 $393k NEW 50k 7.86
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Centerpoint Energy Equity (CNP) 0.1 $390k 13k 29.15
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Vanguard Small Cap ETF ExchTradedFund (VB) 0.1 $388k +11% 1.9k 198.90
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Marubeni Corp Equity (MARUY) 0.1 $387k +61% 2.3k 170.79
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Vanguard Utilities ETF ExchTradedFund (VPU) 0.1 $386k +9% 2.7k 142.17
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Past Filings by Atlas Capital Advisors

SEC 13F filings are viewable for Atlas Capital Advisors going back to 2018

View all past filings