Atlas Financial Advisors

Atlas Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 31 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.1 $14M 30k 475.30
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 17.4 $11M 125k 85.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.9 $7.3M 18k 409.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 10.0 $6.1M 79k 77.39
Ishares Tr 7-10 Yr Trsy Bd (IEF) 8.7 $5.3M 56k 96.39
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.0 $3.7M 71k 51.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.8 $3.5M 36k 98.88
Pacer Fds Tr Globl Cash Etf (GCOW) 2.4 $1.5M 43k 34.27
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 1.5 $935k 15k 64.58
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 1.3 $814k 60k 13.48
Us Bancorp Del Com New (USB) 1.3 $787k 18k 43.28
Fidelity Covington Trust Msci Utils Index (FUTY) 0.9 $536k 13k 40.86
Microsoft Corporation (MSFT) 0.8 $504k 1.3k 376.04
Spdr Gold Tr Gold Shs (GLD) 0.8 $460k 2.4k 191.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $418k 5.0k 82.96
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.6 $369k 15k 25.15
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $359k 3.6k 99.74
Pacer Fds Tr Pacer Us Small (CALF) 0.6 $340k 7.1k 48.03
Apple (AAPL) 0.5 $335k 1.7k 192.53
Kt Corp Sponsored Adr (KT) 0.5 $303k 23k 13.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $285k 3.7k 76.14
Spdr Ser Tr Aerospace Def (XAR) 0.5 $282k 2.1k 135.42
Costco Wholesale Corporation (COST) 0.5 $279k 423.00 660.08
Fidelity National Information Services (FIS) 0.4 $275k 4.6k 60.07
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $271k 1.5k 174.87
Vanguard World Fds Health Car Etf (VHT) 0.4 $252k 1.0k 250.70
Spdr Ser Tr S&p Semicndctr (XSD) 0.4 $241k 1.1k 224.79
Digital Realty Trust (DLR) 0.4 $228k 1.7k 134.58
Home Depot (HD) 0.4 $227k 654.00 346.55
Hanesbrands (HBI) 0.3 $208k 47k 4.46
Amazon (AMZN) 0.3 $201k 1.3k 151.94