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, MSFT, AOK, VGK, XLK, and represent 17.04% of Atlas Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: STIP, VZ, PWR, 1/100 Berkshire Htwy Cla 100, XLC, BBCA, FDIS, XLY, IVLU, VCR.
Started 66 new stock positions in CM, THO, ASR, BC, Abiomed Inc CVRXXX Contingent Value Right, FMS, Essilor International, SMCI, WFC.PY, THC.
Reduced shares in these 10 stocks: PLMR (-$9.1M), MSFT, SPLK, VGT, XLK, BRK.A, VGK, , CI, FTEC.
Sold out of its positions in AFG, ATHM, ADP, BJ, BRK.A, BAK, VAMO, CPB, CHK, College Retirement Equ Stk Acc mf.
Atlas Capital Advisors was a net seller of stock by $-8.3M.
Atlas Capital Advisors has $660M in assets under management (AUM), dropping by 3.82%.
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 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.

Sign up to view all of the Atlas Capital Advisors June 30, 2023 positions
Download the Atlas Capital Advisors June 2023 csv data

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

Past Filings by Atlas Capital Advisors

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

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
Atlas Capital Advisors 2021 Q1 filed May 10, 2021
Atlas Capital Advisors 2020 Q4 filed Feb. 16, 2021
Atlas Capital Advisors 2020 Q3 filed Oct. 23, 2020
Atlas Capital Advisors 2020 Q2 filed July 28, 2020
Atlas Capital Advisors 2020 Q1 filed May 4, 2020
Atlas Capital Advisors 2019 Q4 filed Jan. 28, 2020
Atlas Capital Advisors 2019 Q3 filed Nov. 1, 2019

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