Atlas Financial Advisors

Atlas Financial Advisors as of March 31, 2023

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