Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Atlas Capital Advisors

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

Top 5 stock holdings are PG, VGK, PLMR, AAPL, XLK, and represent 15.61% of Atlas Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VGK (+$12M), IVV (+$6.0M), RSPT, FLCH, BRK.A, IEUR, FLJP, VTIP, XLF, GCMFX.
Started 110 new stock positions in VWAGY, EWI, KMPR, EWM, ENOR, SLB, EIRL, AL, SLM, EMB.
Reduced shares in these 10 stocks: MSFT (-$8.5M), XLK (-$7.0M), IEMG, VGIT, 1/100 Berkshire Htwy Cla 100, NULV, KKR, SPEM, NVDA, XLY.
Sold out of its positions in Abiomed Inc CVRXXX Contingent Value Right, Adex Media, ASM, BNS, 1/100 Berkshire Htwy Cla 100, BRX, BIPC, CMG, CWEN.A, CWEN.
Atlas Capital Advisors was a net buyer of stock by $18M.
Atlas Capital Advisors has $801M in assets under management (AUM), dropping by 1.60%.
Central Index Key (CIK): 0001434165

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Atlas Capital Advisors

Atlas Capital Advisors holds 981 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Atlas Capital Advisors has 981 total positions. Only the first 250 positions are shown.

Sign up to view all of the Atlas Capital Advisors March 31, 2025 positions
Download the Atlas Capital Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Procter Gamble Equity (PG)	5.9	$47M		276k	170.46	View chart
Vanguard European Stock ETF Exchanged Traded Fund (VGK)	3.2	$26M	+88%	370k	70.20	View chart
Palomar Holdings Equity (PLMR)	2.4	$19M		141k	137.08	View chart
Apple Equity (AAPL)	2.1	$17M	-2%	76k	222.13	View chart
SPDR S P Info Technology ETF Equity (XLK)	2.0	$16M	-30%	76k	206.44	View chart
SPDR S P Financial ETF Equity (XLF)	1.9	$15M	+12%	301k	49.80	View chart
SPDR Emerging Market ETF Equity (SPEM)	1.8	$15M	-9%	372k	39.37	View chart
Vanguard Ftse All-Wld Ex-US Small Cap ETF Equity (VSS)	1.6	$13M	+8%	114k	115.60	View chart
Microsoft Corp Equity (MSFT)	1.6	$13M	-39%	34k	375.39	View chart
iShares Edge MSCI Intl ETF Exchanged Traded Fund (IMTM)	1.3	$11M	-6%	269k	39.93	View chart
Vanguard Mid-Cap Value ETF Equity (VOE)	1.3	$10M	+4%	65k	160.33	View chart
Vanguard Information Technology ETF Equity (VGT)	1.3	$10M	-7%	19k	542.38	View chart
Spdr S P 500 Etf Equity (SPY)	1.3	$10M		18k	559.39	View chart
Vanguard Health Care ETF Equity (VHT)	1.3	$10M	-2%	39k	264.73	View chart
Vanguard Financials ETF Equity (VFH)	1.2	$9.6M	-7%	80k	119.47	View chart
SPDR Communications Services ETF Equity (XLC)	1.1	$9.2M		95k	96.45	View chart
Schwab Intl Small-Cap Equity ETF Exchanged Traded Fund (SCHC)	1.1	$9.0M	+13%	252k	35.88	View chart
iShares Edge MSCI Intl Value Factor ETF Exchanged Traded Fund (IVLU)	1.1	$9.0M	-5%	298k	30.30	View chart
Amazon Equity (AMZN)	1.1	$9.0M		47k	190.26	View chart
Vanguard Total Stock Market ETF Equity (VTI)	1.1	$8.9M	-8%	32k	274.85	View chart
SPDR S P Industrials ETF Equity (XLI)	1.1	$8.8M	-3%	68k	131.00	View chart
Fidelity MSCI Information Tech ETF Equity (FTEC)	1.1	$8.7M	-8%	54k	161.27	View chart
Visa Equity (V)	1.1	$8.6M		24k	350.46	View chart
Vanguard Ftse Pacific ETF Equity (VPL)	1.0	$7.9M	-7%	109k	72.46	View chart
SPDR Developed World Ex-US ETF Equity (SPDW)	1.0	$7.6M		209k	36.38	View chart
Vanguard Small Cap Value ETF Preferred Stock (VBR)	0.9	$7.3M	-3%	39k	186.00	View chart
iShares S P 500 ETF Exchanged Traded Fund (IVV)	0.9	$7.0M	+613%	13k	561.90	View chart
Vanguard Total World Stock ETF Equity (VT)	0.9	$6.9M	+7%	59k	115.95	View chart
Vanguard Communications Services ETF Exchanged Traded Fund (VOX)	0.8	$6.7M	-5%	45k	148.39	View chart
Fidelity MSCI Consumer Staples ETF Equity (FSTA)	0.8	$6.6M	-9%	130k	51.13	View chart
Vanguard Value ETF Exchanged Traded Fund (VTV)	0.8	$6.6M	+6%	38k	172.74	View chart
Franklin Ftse Japan ETF Equity (FLJP)	0.8	$6.5M	+41%	221k	29.38	View chart
Berkshire Hathaway Equity (BRK.B)	0.8	$6.3M		12k	532.58	View chart
JP Morgan Betabuilders Canada ETF Equity (BBCA)	0.8	$6.3M	+7%	88k	71.50	View chart
Alphabet Inc A Equity (GOOGL)	0.8	$6.1M		40k	154.64	View chart
iShares MSCI US Momentum ETF Equity (MTUM)	0.8	$6.1M		30k	202.13	View chart
iShares MSCI EAFE Value ETF Exchanged Traded Fund (EFV)	0.8	$6.1M		103k	58.94	View chart
Costco Wholesale Corp Equity (COST)	0.7	$5.8M		6.1k	945.78	View chart
Alphabet Inc C Equity (GOOG)	0.7	$5.7M		37k	156.23	View chart
Vanguard Consumer Discretionary ETF Exchanged Traded Fund (VCR)	0.7	$5.6M	+10%	17k	325.50	View chart
SPDR S P Health Care ETF Equity (XLV)	0.7	$5.5M	+2%	38k	146.00	View chart
Regeneron Pharmaceuticals Equity (REGN)	0.7	$5.4M		8.5k	634.23	View chart
Fidelity MSCI Consumer Discretionary ETF Equity (FDIS)	0.7	$5.3M	-16%	63k	84.51	View chart
Invesco SP500 EqlWt Tech ETF Exchanged Traded Fund (RSPT)	0.7	$5.3M	+487%	155k	34.20	View chart
SPDR S P Consumer Discretionary ETF Equity (XLY)	0.6	$4.7M	-18%	24k	197.46	View chart
Vanguard S P 500 ETF Equity (VOO)	0.5	$4.4M	-3%	8.5k	513.91	View chart
Vanguard Emerging Markets ETF Exchanged Traded Fund (VWO)	0.5	$4.4M	-3%	97k	45.26	View chart
International Business Machines Corp Exchanged Traded Fund (IBM)	0.5	$3.9M	-7%	16k	248.66	View chart
Franklin Ftse China ETF Equity (FLCH)	0.5	$3.8M	+638%	180k	21.36	View chart
iShares Core MSCI Europe ETF Exchanged Traded Fund (IEUR)	0.5	$3.7M	+162%	62k	60.15	View chart
Fidelity MSCI Communication Services ETF Exchanged Traded Fund (FCOM)	0.5	$3.7M	+7%	66k	56.25	View chart
Schwab US Broad Market ETF Exchanged Traded Fund (SCHB)	0.4	$3.6M	-2%	166k	21.53	View chart
iShares MSCI Emerging Mkts Ex China ETF Exchanged Traded Fund (EMXC)	0.4	$3.5M	+67%	63k	55.09	View chart
Mckesson Corp Equity (MCK)	0.4	$3.5M	-7%	5.2k	672.99	View chart
iShares Core Russell US ETF Exchanged Traded Fund (IUSV)	0.4	$3.4M	+33%	37k	92.29	View chart
ATandT Equity (T)	0.4	$3.4M	-14%	119k	28.28	View chart
Deere Equity (DE)	0.4	$3.3M		7.1k	469.35	View chart
Schwab US Mid-Cap ETF Exchanged Traded Fund (SCHM)	0.4	$3.2M	-8%	122k	26.20	View chart
iShares MSCI Core EM ETF Exchanged Traded Fund (IEMG)	0.4	$2.9M	-56%	54k	53.96	View chart
Vanguard Energy ETF Exchanged Traded Fund (VDE)	0.4	$2.9M	+17%	22k	129.71	View chart
Verizon Communications Equity (VZ)	0.4	$2.8M	+14%	62k	45.36	View chart
Meta Platforms Inc Class A Equity (META)	0.3	$2.7M		4.6k	576.36	View chart
Kla-Tencor Corp Equity (KLAC)	0.3	$2.6M		3.9k	679.80	View chart
Fidelity MSCI Industrials ETF Equity (FIDU)	0.3	$2.6M	-2%	38k	68.47	View chart
Vanguard Dividend Appreciation ETF Exchanged Traded Fund (VIG)	0.3	$2.6M		13k	194.00	View chart
Vanguard Consumer Staples ETF Exchanged Traded Fund (VDC)	0.3	$2.5M	-11%	12k	218.67	View chart
SPDR S P Utilities ETF Equity (XLU)	0.3	$2.5M	+4%	32k	78.00	View chart
Fidelity MSCI Health Care ETF Equity (FHLC)	0.3	$2.5M	-15%	36k	68.32	View chart
Applied Materials Equity (AMAT)	0.3	$2.4M	-6%	17k	145.12	View chart
Vanguard Intermediate Treasury ETF Equity (VGIT)	0.3	$2.4M	-55%	40k	59.40	View chart
Berkshire Hathaway Inc A Equity (BRK.A)	0.3	$2.4M	NEW	3.00	798441.33	View chart
Vanguard Ftse All-World Ex-US ETF Equity (VEU)	0.3	$2.4M	+3%	39k	60.66	View chart
T-Mobile US Exchanged Traded Fund (TMUS)	0.3	$2.3M	+7%	8.8k	266.71	View chart
Schwab US Reit ETF Exchanged Traded Fund (SCHH)	0.3	$2.3M	+40%	106k	21.51	View chart
Nvidia Corp Equity (NVDA)	0.3	$2.3M	-35%	21k	108.38	View chart
iShares Russell 2000 Value ETF Exchanged Traded Fund (IWN)	0.3	$2.2M	-6%	15k	150.98	View chart
JP Morgan Betabuilders Europe ETF Equity (BBEU)	0.3	$2.2M	+51%	36k	61.83	View chart
Lam Research Corp Equity (LRCX)	0.3	$2.2M		30k	72.70	View chart
Texas Instruments Equity (TXN)	0.3	$2.1M		12k	179.70	View chart
Amgen Equity (AMGN)	0.3	$2.1M		6.8k	311.55	View chart
iShares Core MSCI Pacific ETF Exchanged Traded Fund (IPAC)	0.3	$2.0M	-11%	33k	62.24	View chart
iShares MSCI EAFE Small Cap ETF Exchanged Traded Fund (SCZ)	0.3	$2.0M	-3%	32k	63.53	View chart
Abbott Laboratories Equity (ABT)	0.2	$2.0M		15k	132.65	View chart
Quanta Services Exchanged Traded Fund (PWR)	0.2	$2.0M	-4%	7.8k	254.18	View chart
Fidelity MSCI Utilities ETF Equity (FUTY)	0.2	$1.9M	-6%	38k	50.95	View chart
ArhaUS Equity (ARHS)	0.2	$1.9M		224k	8.70	View chart
Cyberark Software Equity (CYBR)	0.2	$1.9M		5.7k	338.00	View chart
SPDR S P Energy ETF Equity (XLE)	0.2	$1.9M	+18%	20k	93.33	View chart
Eaton Corp Equity (ETN)	0.2	$1.8M		6.6k	271.83	View chart
Bristol-Myers Squibb Equity (BMY)	0.2	$1.8M	+55%	29k	60.99	View chart
Vanguard Short-Term Tips ETF Equity (VTIP)	0.2	$1.8M	+3778%	35k	49.90	View chart
Micron Technology Equity (MU)	0.2	$1.7M		20k	86.89	View chart
JP Morgan Chase Equity (JPM)	0.2	$1.7M	-10%	6.9k	245.30	View chart
SPDR S P Consumer Staples ETF Equity (XLP)	0.2	$1.7M	-8%	20k	81.67	View chart
Vanguard Mid-Cap ETF Equity (VO)	0.2	$1.7M		6.4k	258.62	View chart
Eli Lilly Equity (LLY)	0.2	$1.6M		2.0k	825.91	View chart
PIMCO Gurtin California Municipal Opportunistic VA Equity (GCMFX)	0.2	$1.6M	NEW	168k	9.68	View chart
Elevance Health Equity (ELV)	0.2	$1.6M		3.7k	434.96	View chart
Cisco Systems Equity (CSCO)	0.2	$1.6M	+12%	26k	61.71	View chart
Jabil Equity (JBL)	0.2	$1.6M	+9%	11k	136.07	View chart
Abbvie Equity (ABBV)	0.2	$1.5M		7.1k	209.52	View chart
Vanguard Total Intl Stock ETF Equity (VXUS)	0.2	$1.5M	-41%	24k	62.10	View chart
Unum Group Exchanged Traded Fund (UNM)	0.2	$1.5M	+13%	18k	81.46	View chart
Kroger Equity (KR)	0.2	$1.4M	+15%	21k	67.69	View chart
iShares MSCI Acwi ETF Exchanged Traded Fund (ACWI)	0.2	$1.4M	+5%	12k	116.39	View chart
Wal-Mart Stores Equity (WMT)	0.2	$1.4M		16k	87.79	View chart
Allstate Corp Equity (ALL)	0.2	$1.4M	+197%	6.7k	207.07	View chart
Unitedhealth Group Exchanged Traded Fund (UNH)	0.2	$1.4M		2.6k	523.75	View chart
General Motors Exchanged Traded Fund (GM)	0.2	$1.3M	+7%	29k	47.03	View chart
Allison Transmission Holdings Equity (ALSN)	0.2	$1.3M	+10%	14k	95.67	View chart
Invesco QQQ Trust ETF Equity (QQQ)	0.2	$1.3M	+185%	2.8k	468.94	View chart
iShares SP500 Core UCITS ETF Preferred Stock	0.2	$1.3M	+61%	2.2k	589.95	View chart
Dimensional International Val ETF Equity (DFIV)	0.2	$1.3M	+6%	33k	39.36	View chart
Altria Group Equity (MO)	0.2	$1.3M	-4%	21k	60.02	View chart
Flex Equity (FLEX)	0.2	$1.3M	+10%	38k	33.08	View chart
Dell Technologies Equity (DELL)	0.2	$1.3M	-20%	14k	91.15	View chart
Corcept Therapeutics Equity (CORT)	0.2	$1.2M		11k	114.22	View chart
Invesco S P International Momentum ETF Equity (IDMO)	0.2	$1.2M	-9%	28k	44.16	View chart
Powershares FTSE RAFI Dev ETF Equity (PXF)	0.2	$1.2M	-5%	24k	51.99	View chart
Te Connectivity Equity (TEL)	0.2	$1.2M		8.6k	141.32	View chart
Travelers Cos Exchanged Traded Fund (TRV)	0.2	$1.2M	+890%	4.6k	264.46	View chart
JP Morgan Betabuilders Dev Asia Ex-Jpn ETF Equity (BBAX)	0.2	$1.2M	+68%	25k	48.65	View chart
Schwab US Dividend ETF Exchanged Traded Fund (SCHD)	0.1	$1.2M	+9%	43k	27.96	View chart
Cardinal Health Equity (CAH)	0.1	$1.2M	+16%	8.7k	137.77	View chart
Vanguard Materials ETF Equity (VAW)	0.1	$1.2M	-3%	6.3k	188.81	View chart
Tenet Healthcare Corp Equity (THC)	0.1	$1.2M		8.8k	134.50	View chart
F5 Networks Exchanged Traded Fund (FFIV)	0.1	$1.2M	+13%	4.4k	266.27	View chart
Corning Equity (GLW)	0.1	$1.2M	-4%	25k	45.78	View chart
Twenty-First Century Fox-A Exchanged Traded Fund (FOXA)	0.1	$1.2M	+38%	20k	56.60	View chart
United Rentals Exchanged Traded Fund (URI)	0.1	$1.1M		1.8k	626.70	View chart
Cvs Caremark Corp Equity (CVS)	0.1	$1.1M	+1463%	17k	67.75	View chart
Hca Holdings Equity (HCA)	0.1	$1.1M	-2%	3.3k	345.55	View chart
Walt Disney Equity (DIS)	0.1	$1.1M		12k	98.70	View chart
Oracle Corp Exchanged Traded Fund (ORCL)	0.1	$1.1M	-2%	8.2k	139.81	View chart
Gilead Sciences Equity (GILD)	0.1	$1.1M	+17%	10k	112.05	View chart
Parker Hannifin Corp Equity (PH)	0.1	$1.1M		1.9k	607.85	View chart
Axis Capital Holdings Equity (AXS)	0.1	$1.1M	+18%	11k	100.24	View chart
Fiserv Equity (FI)	0.1	$1.1M	-5%	5.0k	220.83	View chart
Fidelity MSCI Financials ETF Exchanged Traded Fund (FNCL)	0.1	$1.1M		16k	69.52	View chart
Cognizant Technology Solutions Corp Equity (CTSH)	0.1	$1.1M	+15%	14k	76.50	View chart
Robinhood Markets Cl A Ord Equity (HOOD)	0.1	$1.1M		25k	41.62	View chart
China Construction Bank Corp Equity (CICHY)	0.1	$1.1M		60k	17.66	View chart
Vistra Energy Corp Equity (VST)	0.1	$1.0M		8.9k	117.44	View chart
Pilgrims Pride Corp Equity (PPC)	0.1	$1.0M	+20%	19k	54.51	View chart
GoDaddy Equity (GDDY)	0.1	$1.0M		5.7k	180.14	View chart
Williams-Sonoma Equity (WSM)	0.1	$1.0M		6.5k	158.10	View chart
Barclays Plc - Equity (BCS)	0.1	$1.0M	-14%	67k	15.36	View chart
AmerisourceBergen Corp Equity (COR)	0.1	$974k	+14%	3.5k	278.09	View chart
Johnson Johnson Equity (JNJ)	0.1	$955k		5.8k	165.84	View chart
SPDR S P Materials ETF Equity (XLB)	0.1	$940k	-4%	11k	85.50	View chart
Synchrony Financial Equity (SYF)	0.1	$940k	+13%	18k	52.94	View chart
3M Equity (MMM)	0.1	$940k	-11%	6.4k	146.86	View chart
Virtu Financial Inc A Equity (VIRT)	0.1	$925k	+23%	24k	38.12	View chart
Nortonlifelock Equity (GEN)	0.1	$924k	+2%	35k	26.54	View chart
Equitable Holdings Equity (EQH)	0.1	$904k	+310%	17k	52.09	View chart
Laboratory Corp of America Holdings Equity (LH)	0.1	$902k		3.9k	232.74	View chart
Market Vectors Biotech ETF Equity (BBH)	0.1	$897k		5.7k	157.33	View chart
Globe Life Equity (GL)	0.1	$893k	NEW	6.8k	131.72	View chart
iShares Russell 1000 Value ETF Exchanged Traded Fund (IWD)	0.1	$889k	+10%	4.7k	188.16	View chart
Proshares Large Cap Core PlUS ETF Exchanged Traded Fund (CSM)	0.1	$885k		14k	63.72	View chart
iShares Europe UCITS ETF Exchanged Traded Fund	0.1	$877k	+10%	24k	36.02	View chart
Davita Equity (DVA)	0.1	$872k		5.7k	152.97	View chart
Kyndryl Holdings Ord Wi Equity (KD)	0.1	$868k	+31%	28k	31.40	View chart
Pulte Group Exchanged Traded Fund (PHM)	0.1	$861k	-5%	8.4k	102.80	View chart
Brighthouse Financial Inc-Wi Equity (BHF)	0.1	$847k	NEW	15k	57.99	View chart
Quest Diagnostics Exchanged Traded Fund (DGX)	0.1	$842k		5.0k	169.20	View chart
Asml Hldgs Nv Ord Equity (ASMLF)	0.1	$842k		1.3k	655.49	View chart
Compagnie de Saint-Gobain SA Equity (CODYY)	0.1	$835k		42k	20.08	View chart
Ubs Exchanged Traded Fund (UBS)	0.1	$824k		27k	30.63	View chart
Lennar Corp-A Equity (LEN)	0.1	$820k	-8%	7.1k	114.78	View chart
Hitachi Ltd - Equity (HTHIY)	0.1	$810k	+97%	35k	23.45	View chart
Heidelberg Metals Equity (HDLMY)	0.1	$809k	-33%	23k	34.59	View chart
Corebridge Financial Equity (CRBG)	0.1	$801k	+1178%	25k	31.57	View chart
360 Digitech Equity (QFIN)	0.1	$798k		18k	44.91	View chart
Ingredion Equity (INGR)	0.1	$798k	+23%	5.9k	135.21	View chart
Hartford Financial Services Group Equity (HIG)	0.1	$797k	+95%	6.4k	123.73	View chart
Vanguard Industrials ETF Equity (VIS)	0.1	$793k	-44%	3.2k	247.55	View chart
Reinsurance Group of America Equity (RGA)	0.1	$788k	+7%	4.0k	196.90	View chart
Charter Communications Equity (CHTR)	0.1	$788k	+48%	2.1k	368.53	View chart
Nrg Energy Equity (NRG)	0.1	$783k	+23%	8.2k	95.46	View chart
United Contl Hldgs Exchanged Traded Fund (UAL)	0.1	$777k	+382%	11k	69.05	View chart
iShares MSCI Europe Small-Cap ETF Exchanged Traded Fund (IEUS)	0.1	$770k		13k	57.32	View chart
Builders Firstsource Equity (BLDR)	0.1	$769k		6.2k	124.94	View chart
Vanguard Small Cap ETF Preferred Stock (VB)	0.1	$765k		3.4k	221.77	View chart
Raytheon Technologies Ord Exchanged Traded Fund (RTX)	0.1	$760k		5.7k	132.46	View chart
Avago Technologies Equity (AVGO)	0.1	$747k	-6%	4.5k	167.43	View chart
iShares SP500 Info Tech UCITS ETF Equity (ISRCF)	0.1	$742k	-15%	26k	29.05	View chart
Harmony Gold Mining Equity (HMY)	0.1	$731k	-2%	50k	14.77	View chart
Toll Brothers Exchanged Traded Fund (TOL)	0.1	$727k	-11%	6.9k	105.59	View chart
Nordstrom Equity	0.1	$725k	+567%	30k	24.45	View chart
Fidelity National Financial Exchanged Traded Fund (FNF)	0.1	$712k	+172%	11k	65.08	View chart
Fairfax Financial Holdings Exchanged Traded Fund (FRFHF)	0.1	$711k	-10%	492.00	1445.84	View chart
Lincoln National Equity (LNC)	0.1	$708k	+4083%	20k	35.91	View chart
Liberty Media Corp - C Equity (LLYVK)	0.1	$707k	+16%	10k	68.14	View chart
Jd Equity (JD)	0.1	$706k		17k	41.12	View chart
Tsmc Exchanged Traded Fund (TSM)	0.1	$706k	-12%	4.3k	166.00	View chart
Iron Mountain Exchanged Traded Fund (IRM)	0.1	$705k	-5%	8.2k	86.04	View chart
HSBC Holdings Plc-Spons Equity (HSBC)	0.1	$691k	+501%	12k	57.43	View chart
Banco Bilbao Argen Equity (BBVA)	0.1	$688k	-13%	51k	13.62	View chart
Koninklijke Ahold Nv Equity (ADRNY)	0.1	$688k	+59%	18k	37.38	View chart
Arch Capital Group Equity (ACGL)	0.1	$681k		7.1k	96.18	View chart
Mitsubishi UFJ Finl- Equity (MUFG)	0.1	$677k		50k	13.63	View chart
Hewlett-Packard Equity (HPQ)	0.1	$674k	-22%	24k	27.69	View chart
Deutsche Bank Ag-Registered Exchanged Traded Fund (DB)	0.1	$667k		28k	23.83	View chart
Sysco Corp Equity (SYY)	0.1	$663k	-7%	8.8k	75.00	View chart
iShares S P Smallcap 600 Value ETF Exchanged Traded Fund (IJS)	0.1	$659k		6.8k	97.48	View chart
Becton Dickinson And Equity (BDX)	0.1	$655k		2.9k	229.00	View chart
iShares EM Small Cap UCITS ETF Exchanged Traded Fund (VNGUF)	0.1	$643k		7.7k	83.28	View chart
Emerson Electric Equity (EMR)	0.1	$636k		5.8k	109.64	View chart
Valero Energy Corp Exchanged Traded Fund (VLO)	0.1	$628k		4.8k	132.07	View chart
Fidelity MSCI Energy ETF Exchanged Traded Fund (FENY)	0.1	$628k	+49%	25k	25.55	View chart
Dr Horton Equity (DHI)	0.1	$626k	-23%	4.9k	127.13	View chart
Vontier Corp Equity (VNT)	0.1	$626k		19k	32.85	View chart
Orange SA Exchanged Traded Fund (ORANY)	0.1	$624k	+150%	48k	12.93	View chart
Merck Equity (MRK)	0.1	$620k		6.9k	89.76	View chart
Volkswagen Equity (VWAPY)	0.1	$615k	+1712%	61k	10.11	View chart
Entergy Corp Equity (ETR)	0.1	$613k	-17%	7.2k	85.49	View chart
Vaneck Vectors Morningstar Wide Moat ETF Exchanged Traded Fund (MOAT)	0.1	$611k	-12%	6.9k	88.00	View chart
Travel And Leisure Exchanged Traded Fund (TNL)	0.1	$609k	+11%	13k	46.29	View chart
Vanguard Inter-Term Corp Bond ETF Equity (VCIT)	0.1	$605k	-6%	7.4k	81.76	View chart
iShares 0-5 Year Tips Bond ETF Exchanged Traded Fund (STIP)	0.1	$604k	-3%	5.8k	103.47	View chart
Renaissancere Holdings Equity (RNR)	0.1	$594k		2.5k	240.00	View chart
Ovintiv Ord Equity (OVV)	0.1	$594k	+1681%	14k	42.80	View chart
Northrop Grumman Corp Equity (NOC)	0.1	$589k		1.2k	512.01	View chart
JP Morgan Ultra-Short Income ETF Exchanged Traded Fund (JPST)	0.1	$585k	-3%	12k	50.63	View chart
Casino Guichard Perrachon Equity (COP)	0.1	$579k		5.5k	105.04	View chart
Ryder System Exchanged Traded Fund (R)	0.1	$578k	+32%	4.0k	143.81	View chart
Dick S Sporting Goods Equity (DKS)	0.1	$574k	+25%	2.9k	201.56	View chart
Jazz Pharmaceuticals Equity (JAZZ)	0.1	$573k	+1378%	4.6k	124.15	View chart
Alaska Air Group Equity (ALK)	0.1	$572k	+452%	12k	49.22	View chart
UGI Corp Exchanged Traded Fund (UGI)	0.1	$568k	+945%	17k	33.07	View chart
Hanover Insurance Group Preferred Stock (THG)	0.1	$568k	NEW	3.3k	173.95	View chart
Rolls Royce Holdings Spon Adr Each Rep 1 Equity (RYCEY)	0.1	$565k		58k	9.81	View chart
Vanguard Utilities ETF Exchanged Traded Fund (VPU)	0.1	$564k	-9%	3.3k	170.81	View chart
iShares SP500 Financials UCITS ETF Equity (ISRUF)	0.1	$564k	+14%	39k	14.36	View chart
Capital One Financial Corp Equity (COF)	0.1	$558k	-27%	3.1k	179.30	View chart
Schwab US Large-Cap Value ETF Exchanged Traded Fund (SCHV)	0.1	$556k		21k	26.58	View chart
FreseniUS Medical Care Ag Co Kgaa Equity (FMS)	0.1	$554k	+19%	22k	24.90	View chart
Teva Pharmaceutical Industries Equity (TEVA)	0.1	$554k	-12%	36k	15.37	View chart
Ping An Insurance Equity (PNGAY)	0.1	$554k	+173%	46k	11.97	View chart
Hewlett Packard Ente Equity (HPE)	0.1	$550k	-45%	36k	15.43	View chart
Berry Global Group Equity (BERY)	0.1	$546k	+374%	7.8k	69.81	View chart
International Consolidated Airlines Group SA Exchanged Traded Fund (ICAGY)	0.1	$544k	+29%	81k	6.72	View chart
First Trust Nasdaq Technology Div ETF Equity (TDIV)	0.1	$541k		7.4k	73.61	View chart
Jones Lang Lasalle Equity (JLL)	0.1	$536k	+17%	2.2k	247.91	View chart
Marathon Petroleum Corp Equity (MPC)	0.1	$536k		3.7k	145.69	View chart
Manulife Financial Equity (MFC)	0.1	$532k		17k	31.15	View chart
SPDR Gold Shares ETF Equity (GLD)	0.1	$528k		1.8k	288.14	View chart
Chubb Corp Equity (CB)	0.1	$525k		1.7k	301.99	View chart
Freeport-Mcmoran Equity (FCX)	0.1	$524k		14k	37.86	View chart

Past Filings by Atlas Capital Advisors

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

Atlas Capital Advisors 2025 Q1 filed May 12, 2025
Atlas Capital Advisors 2024 Q4 filed Feb. 12, 2025
Atlas Capital Advisors 2024 Q3 filed Nov. 5, 2024
Atlas Capital Advisors 2024 Q2 filed July 30, 2024
Atlas Capital Advisors 2024 Q1 filed April 15, 2024
Atlas Capital Advisors 2023 Q4 filed Feb. 15, 2024
Atlas Capital Advisors 2023 Q3 filed Nov. 14, 2023
Atlas Capital Advisors 2023 Q2 filed Aug. 15, 2023
Atlas Capital Advisors 2023 Q1 filed May 16, 2023
Atlas Capital Advisors 2022 Q4 filed Feb. 15, 2023
Atlas Capital Advisors 2022 Q3 filed Nov. 8, 2022
Atlas Capital Advisors 2022 Q2 filed Aug. 16, 2022
Atlas Capital Advisors 2022 Q1 filed May 11, 2022
Atlas Capital Advisors 2021 Q4 filed Feb. 1, 2022
Atlas Capital Advisors 2021 Q3 filed Oct. 28, 2021
Atlas Capital Advisors 2021 Q2 filed July 30, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z