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Atlas Financial Advisors

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

Top 5 stock holdings are AGG, SPY, ZROZ, QQQ, TLT, and represent 80.18% of Atlas Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, COWZ, BUYW, GCOW, FUTY, SECT, SCHD, SMH, AMZN, AAPL.
Started 7 new stock positions in BUYW, GCOW, SECT, SCHD, SMH, AMZN, AAPL.
Reduced shares in these 10 stocks: HYG (-$6.7M), SPY, QQQ, DGRO, TIP, QQD, TLT, MSFT, DBA, HD.
Sold out of its positions in TIP, DGRO.
Atlas Financial Advisors was a net seller of stock by $-3.9M.
Atlas Financial Advisors has $74M in assets under management (AUM), dropping by 1.92%.
Central Index Key (CIK): 0001924030

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Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 28 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	22.2	$16M	+30%	165k	99.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	21.4	$16M	-12%	39k	409.39	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	16.0	$12M		124k	95.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.8	$8.0M	-17%	25k	320.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	9.8	$7.2M		68k	106.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.7	$4.2M	+21%	91k	46.95	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	3.3	$2.4M	+19%	55k	43.82	View chart
Direxion Shs Etf Tr 20yr Tres Bull (TMF)	1.6	$1.2M		133k	8.88	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	1.0	$703k	NEW	53k	13.24	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.8	$588k		15k	39.95	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.7	$500k	NEW	15k	33.63	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.7	$494k		19k	25.58	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.6	$474k	-3%	23k	20.43	View chart
Microsoft Corporation (MSFT)	0.6	$462k	-8%	1.6k	288.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$398k		2.2k	183.22	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$397k	+5%	3.5k	115.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$337k	+3%	5.2k	65.17	View chart
Vanguard World Fds Health Car Etf (VHT)	0.3	$258k	+4%	1.1k	238.46	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.3	$254k		1.2k	208.62	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$252k	NEW	6.2k	40.60	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.3	$232k		14k	16.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$216k	NEW	2.9k	73.16	View chart
Home Depot (HD)	0.3	$215k	-3%	730.00	295.12	View chart
Simplify Exchange Traded Fun Nasdaq 100 Ds Cn (QQD)	0.3	$213k	-39%	9.2k	23.15	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$210k	NEW	797.00	263.19	View chart
Amazon (AMZN)	0.3	$206k	NEW	2.0k	103.29	View chart
Apple (AAPL)	0.3	$203k	NEW	1.2k	164.90	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$202k	-97%	2.7k	75.55	View chart

Past Filings by Atlas Financial Advisors

SEC 13F filings are viewable for Atlas Financial Advisors going back to 2021

Atlas Financial Advisors 2023 Q1 filed April 25, 2023
Atlas Financial Advisors 2022 Q4 filed Jan. 24, 2023
Atlas Financial Advisors 2022 Q3 filed Oct. 19, 2022
Atlas Financial Advisors 2022 Q2 filed July 25, 2022
Atlas Financial Advisors 2022 Q1 restated filed April 27, 2022
Atlas Financial Advisors 2022 Q1 filed April 20, 2022
Atlas Financial Advisors 2021 Q4 filed April 20, 2022

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