Atlas Capital Advisors LLC Incresed Positions in Q4 2024

Atlas Capital Advisors LLC

  • $788 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
76
+ 200.0%
$23.49 - $71.77 $1.79K - $5.45K
114 $2.7M
RDY
Dr Reddys Laboratories LTD

Healthcare
3.55K
+ 400.0%
$13.99 - $79.75 $49.7K - $283K
4.44K $70.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.5%
$77.02 - $78.58 $308 - $314
801 $62M
SCHA
Schwab Strategic Tr Us Small C

ETFs
827
+ 91.79%
$25.33 - $51.16 $20.9K - $42.3K
1.73K $44.7M
PEP
Pepsico Inc

Consumer Defensive
100
+ 9.53%
$151.29 - $176.1 $15.1K - $17.6K
1.15K $175M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.73K
+ 100.0%
$18.41 - $40.87 $31.9K - $70.8K
3.47K $64.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
863
+ 66.85%
$27.45 - $55.56 $23.7K - $47.9K
2.15K $61M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.09K
+ 8.87%
$57.29 - $63.1 $177K - $195K
38K $2.18B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.13%
$75.65 - $83.47 $227 - $250
2.35K $179M
PANW
Palo Alto Networks Inc

Technology
33
+ 16.75%
$181.96 - $405.9 $6K - $13.4K
230 $41.9M
CMCSA
Comcast Corp

Communication Services
693
+ 5.44%
$37.39 - $45.14 $25.9K - $31.3K
13.4K $504M
1299.HK
Aia Group Limited

Financial Services
1.43K
+ 6.11%
N/A
24.8K $180M
MURGY
Muenchener Rueckversicherungs

Financial Services
24.3K
+ 400.0%
$9.86 - $55.42 $240K - $1.35M
30.4K $305M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
201
+ 1.26%
$26.63 - $30.23 $5.35K - $6.08K
16.2K $431M
SCHP
Schwab Strategic Us Tips ETF

ETFs
921
+ 42.21%
$25.74 - $53.78 $23.7K - $49.5K
3.1K $80.2M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.08%
$162.69 - $181.35 $2.11K - $2.36K
15.8K $2.59B
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.01%
N/A
14.6K $427M
ETR
Entergy Corp

Utilities
3.04K
+ 54.12%
$73.19 - $156.4 $222K - $475K
8.66K $656M
VTV
Vanguard Value ETF

ETFs
536
+ 1.52%
$168.32 - $181.87 $90.2K - $97.5K
35.8K $6.06B
HPQ
Hp Inc

Technology
46
+ 0.15%
$32.46 - $39.3 $1.49K - $1.81K
31.3K $1.02B
IRM
Iron Mountain Inc

Real Estate
162
+ 1.9%
$101.62 - $128.14 $16.5K - $20.8K
8.69K $913M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.6K
+ 1.79%
$57.78 - $60.4 $92.4K - $96.6K
91.2K $5.29B
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 3.35%
$39.6 - $45.21 $69.6K - $79.5K
54.2K $2.17B
IEMG
Ishares Inc

ETFs
7.9K
+ 6.76%
N/A
125K $6.51B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
137
+ 0.42%
$60.13 - $67.31 $8.24K - $9.22K
32.7K $1.99B
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 111.63%
$25.79 - $80.4 $280K - $873K
20.6K $537M
VOE
Vanguard Mid Cap Value Index F

ETFs
693
+ 1.12%
$160.89 - $176.18 $111K - $122K
62.4K $10.1B
Lam Research Corp
27.4K
+ 893.81%
N/A
30.5K $2.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.47K
+ 0.36%
$38.37 - $42.82 $56.3K - $62.9K
409K $15.7B
Activity Summary
Buys All Purchases 273 New Holdings 93 Increased Positions 180 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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