Atlas Financial Advisors

Atlas Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 40 positions in its portfolio as reported in the December 2024 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 $15M 25k 586.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 17.9 $12M 146k 78.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.4 $6.7M 13k 511.21
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 10.2 $6.5M 95k 68.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.3 $3.4M 60k 56.48
Bondbloxx Etf Trust Bbb Rated 10 Ye (BBBL) 3.4 $2.2M 45k 47.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $2.0M 23k 87.33
Vaneck Etf Trust Ig Floating Rate (FLTR) 2.3 $1.5M 58k 25.45
Bondbloxx Etf Trust Bbb Rated 5 10 Y (BBBI) 2.2 $1.4M 28k 50.04
Bondbloxx Etf Trust Usd High Yield B (HYSA) 1.5 $989k 66k 14.95
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $868k 34k 25.83
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) 1.3 $820k 16k 50.52
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 1.1 $694k 17k 39.97
Spdr Ser Tr Aerospace Def (XAR) 1.1 $689k 4.2k 165.82
Spdr Gold Tr Gold Shs (GLD) 1.1 $682k 2.8k 242.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $678k 24k 27.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $676k 3.4k 198.18
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.0 $663k 10k 66.11
Teucrium Commodity Tr Corn Fd Shs (CORN) 1.0 $622k 33k 18.77
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.9 $570k 5.7k 99.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $523k 19k 27.32
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.8 $516k 13k 39.71
Microsoft Corporation (MSFT) 0.7 $447k 1.1k 421.50
NVIDIA Corporation (NVDA) 0.7 $417k 3.1k 134.29
Vanguard World Health Car Etf (VHT) 0.6 $381k 1.5k 253.69
Realty Income (O) 0.6 $360k 6.7k 53.41
Apple (AAPL) 0.6 $360k 1.4k 250.45
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.6 $359k 8.6k 41.67
Lowe's Companies (LOW) 0.5 $342k 1.4k 246.80
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.5 $332k 6.6k 50.37
Amazon (AMZN) 0.5 $289k 1.3k 219.39
Spdr Ser Tr S&p Semicndctr (XSD) 0.4 $265k 1.1k 248.45
Costco Wholesale Corporation (COST) 0.4 $264k 288.00 916.27
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.4 $252k 8.9k 28.32
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $229k 867.00 264.13
Home Depot (HD) 0.3 $205k 528.00 388.99
Global X Fds Adaptive Us (AUSF) 0.3 $203k 4.8k 42.00
Occidental Petroleum Corporation (OXY) 0.3 $203k 4.1k 49.41
Western Union Company (WU) 0.2 $129k 12k 10.60
Lithium Americas Argentina C Com Shs (LAAC) 0.1 $47k 18k 2.62