Atlas Capital Advisors LLC Incresed Positions in Q1 2025

Atlas Capital Advisors LLC

  • $800 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
173K
+ 88.07%
$63.07 - $73.5 $10.9M - $12.7M
370K $26B
IVV
Ishares Core S&P 500 ETF

ETFs
10.8K
+ 613.06%
$554.06 - $615.85 $5.96M - $6.62M
12.5K $7.03B
RYT
Invesco S&P 500 Equal Weight T

ETFs
129K
+ 487.78%
N/A
155K $5.31B
FLCH
Franklin Templeton ETF Tr

ETFs
155K
+ 638.91%
$17.31 - $22.91 $2.69M - $3.56M
180K $3.84B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
38.6K
+ 162.45%
$53.69 - $62.68 $2.07M - $2.42M
62.3K $3.75B
XLF
Financial Sector Spdr

ETFs
33.6K
+ 12.61%
$47.32 - $52.19 $1.59M - $1.76M
301K $15B
FLJP
Franklin Templeton ETF Tr

ETFs
64.7K
+ 41.49%
$27.82 - $30.67 $1.8M - $1.98M
221K $6.49B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
34.5K
+ 3778.62%
$48.43 - $49.9 $1.67M - $1.72M
35.4K $1.77B
SCHC
Schwab Strategic Tr Intl Small

ETFs
30.4K
+ 13.71%
$33.57 - $37.22 $1.02M - $1.13M
252K $9.05B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25.7K
+ 67.98%
$54.25 - $57.64 $1.39M - $1.48M
63.4K $3.49B
CVS
Cvs Health Corp

Healthcare
15.8K
+ 1463.18%
$44.22 - $68.64 $699K - $1.09M
16.9K $1.14B
TRV
Travelers Companies, Inc.

Financial Services
4.1K
+ 890.87%
$232.43 - $265.13 $952K - $1.09M
4.56K $1.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 1.73%
$442.66 - $534.52 $88.5K - $107K
11.8K $6.28B
ALL
Allstate Corp

Financial Services
4.45K
+ 197.25%
$180.99 - $210.18 $806K - $936K
6.71K $1.39B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
12.3K
+ 51.89%
$55.23 - $64.6 $681K - $797K
36.1K $2.23B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.29K
+ 33.55%
$90.0 - $96.32 $836K - $895K
37K $3.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.82K
+ 185.5%
$468.34 - $539.52 $851K - $980K
2.8K $1.31B
CRBG
Corebridge Financial, Inc.

Financial Services
23.4K
+ 1178.89%
$29.61 - $34.68 $693K - $812K
25.4K $801M
BMY
Bristol Myers Squibb CO

Healthcare
10.5K
+ 55.9%
$53.9 - $63.11 $566K - $663K
29.3K $1.79B
EQH
Equitable Holdings, Inc.

Financial Services
13.1K
+ 310.24%
$47.64 - $55.68 $625K - $731K
17.3K $904M
LNC
Lincoln National Corp

Financial Services
19.2K
+ 4083.65%
$30.06 - $39.23 $578K - $755K
19.7K $708M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
30.5K
+ 40.28%
$20.2 - $22.24 $616K - $678K
106K $2.28B
VZ
Verizon Communications Inc

Communication Services
7.95K
+ 14.65%
$37.81 - $46.49 $300K - $369K
62.2K $2.82B
JWN
Nordstrom Inc

Consumer Cyclical
25.2K
+ 567.05%
$24.01 - $24.46 $605K - $617K
29.7K $725M
HSBC
Hsbc Holdings PLC

Financial Services
10K
+ 501.3%
$48.68 - $61.58 $488K - $618K
12K $691M
VWAPY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
57.5K
+ 1712.63%
$8.88 - $11.96 $510K - $687K
60.8K $615M
VDE
Vanguard Energy ETF

ETFs
3.25K
+ 17.08%
$119.14 - $132.76 $387K - $431K
22.3K $2.89B
OVV
Ovintiv Inc.

Energy
13.1K
+ 1681.13%
$37.84 - $45.91 $496K - $601K
13.9K $594M
UAL
United Airlines Holdings, Inc.

Industrials
8.93K
+ 382.39%
$69.05 - $110.52 $616K - $986K
11.3K $777M
TMUS
T Mobile Us, Inc.

Communication Services
628
+ 7.69%
$211.3 - $272.83 $133K - $171K
8.79K $2.34B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4.3K
+ 1378.85%
$120.07 - $144.17 $517K - $620K
4.61K $573M
VTV
Vanguard Value ETF

ETFs
2.35K
+ 6.56%
$167.73 - $179.21 $394K - $421K
38.1K $6.59B
UGI
Ugi Corp

Utilities
15.5K
+ 945.74%
$28.0 - $34.16 $435K - $530K
17.2K $568M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
5.77K
+ 7.06%
$69.15 - $74.69 $399K - $431K
87.5K $6.26B
BBAX
J P Morgan Betabuilders Develo

ETFs
10K
+ 68.2%
$48.21 - $51.59 $483K - $517K
24.7K $1.2B
FNF
Fidelity National Financial, Inc.

Financial Services
6.92K
+ 172.17%
$54.25 - $65.27 $375K - $451K
10.9K $712M
NFG
National Fuel Gas CO

Energy
6.09K
+ 2970.24%
$60.71 - $79.19 $370K - $482K
6.29K $498M
XLV
Select Sector Spdr Fund Health

ETFs
923
+ 2.51%
$137.61 - $149.68 $127K - $138K
37.7K $5.5B
BERY
Berry Global Group, Inc.

Consumer Cyclical
6.17K
+ 374.64%
$64.35 - $73.03 $397K - $451K
7.82K $546M
I Shares Sp500 Core Ucits ETF
832
+ 61.36%
N/A
2.19K $1.29B
FOXA
Fox Corp

Communication Services
5.64K
+ 38.13%
$47.9 - $58.0 $270K - $327K
20.4K $1.16B
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.14K
+ 95.07%
$106.31 - $123.73 $334K - $389K
6.44K $797M
ALK
Alaska Air Group, Inc.

Industrials
9.52K
+ 452.16%
$49.22 - $76.6 $468K - $729K
11.6K $572M
ORAN
Orange

Communication Services
29K
+ 150.65%
N/A
48.2K $624M
XLE
Energy Sector Spdr

ETFs
3.11K
+ 18.5%
$85.7 - $93.96 $266K - $292K
19.9K $1.86B
NOK
Nokia Corp

Technology
77.7K
+ 103656.0%
$4.43 - $5.42 $344K - $421K
77.8K $410M
VT
Vanguard Total World Stk Index

ETFs
4.13K
+ 7.5%
$115.08 - $123.97 $475K - $512K
59.2K $6.86B
CKHUY
Ck Hutchison Holdings Limited

Industrials
68.8K
+ 505.32%
$4.89 - $6.45 $336K - $444K
82.4K $462M
ACI
Albertsons Companies, Inc.

Consumer Defensive
16.4K
+ 241.55%
$19.58 - $22.02 $321K - $361K
23.2K $509M
Activity Summary
Buys All Purchases 351 New Holdings 110 Increased Positions 241 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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