Atlas Capital Advisors LLC Reduced Holdings in Q2 2025

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-13.9K
- 36.21%
$236.71 - $261.92 $3.3M - $3.65M
24.6K $6.1B
VOE
Vanguard Mid Cap Value Index F

ETFs
-26K
- 39.89%
$141.87 - $164.49 $3.68M - $4.27M
39.1K $6.43B
VBR
Vanguard Small Cap Value ETF

ETFs
-20.3K
- 51.51%
$162.76 - $195.77 $3.3M - $3.97M
19.1K $3.72B
XLV
Select Sector Spdr Fund Health

ETFs
-16.1K
- 42.71%
$128.77 - $144.3 $2.07M - $2.32M
21.6K $2.91B
VTI
Vanguard Total Stock Market Et

ETFs
-11.3K
- 34.97%
$243.75 - $303.93 $2.75M - $3.43M
21K $6.38B
AAPL
Apple Inc.

Technology
-2.65K
- 3.48%
$172.42 - $223.89 $457K - $594K
73.6K $15.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-4.11K
- 32.85%
$498.8 - $620.9 $2.05M - $2.55M
8.4K $5.21B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-34.5K
- 26.64%
$47.94 - $52.5 $1.66M - $1.81M
95.1K $4.87B
XLF
Financial Sector Spdr

ETFs
-47.5K
- 15.8%
$43.92 - $52.37 $2.09M - $2.49M
253K $13.3B
BMY
Bristol Myers Squibb CO

Healthcare
-21.7K
- 74.1%
$44.12 - $59.6 $957K - $1.29M
7.58K $351M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-56.7K
- 53.38%
$18.94 - $21.67 $1.07M - $1.23M
49.5K $1.05B
CORT
Corcept Therapeutics Inc

Healthcare
-10K
- 91.7%
$62.24 - $91.93 $622K - $919K
905 $66.4M
VCR
Vanguard Consumer Discretionar

ETFs
-4.95K
- 28.75%
$290.42 - $364.35 $1.44M - $1.8M
12.3K $4.45B
IWN
Ishares Russell2000 Val ETF

ETFs
-7.34K
- 49.55%
$131.84 - $157.76 $967K - $1.16M
7.47K $1.18B
VDE
Vanguard Energy ETF

ETFs
-6.71K
- 30.14%
$105.87 - $130.56 $711K - $876K
15.6K $1.85B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-800
- 6.78%
$483.48 - $539.8 $387K - $432K
11K $5.34B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-11.9K
- 33.16%
$61.03 - $67.59 $728K - $806K
24K $1.54B
VTV
Vanguard Value ETF

ETFs
-5.97K
- 15.65%
$153.67 - $176.74 $917K - $1.05M
32.2K $5.69B
XLE
Energy Sector Spdr

ETFs
-6.63K
- 33.29%
$76.44 - $94.13 $507K - $624K
13.3K $1.13B
UNH
Unitedhealth Group Inc

Healthcare
-429
- 16.45%
$274.35 - $599.47 $118K - $257K
2.18K $680M
LNC
Lincoln National Corp

Financial Services
-18.4K
- 93.53%
$28.95 - $37.27 $534K - $687K
1.28K $44.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-5.16K
- 21.87%
$176.34 - $218.59 $909K - $1.13M
18.4K $4B
FNF
Fidelity National Financial, Inc.

Financial Services
-9.13K
- 83.46%
$53.62 - $66.59 $489K - $608K
1.81K $101M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.7K
- 23.27%
$204.89 - $224.73 $553K - $607K
8.91K $1.95B
FCOM
Fidelity Covington Tr Msci Com

ETFs
-17.7K
- 26.72%
$50.44 - $64.81 $892K - $1.15M
48.5K $3.14B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-6.79K
- 18.37%
$81.46 - $94.63 $553K - $643K
30.2K $2.86B
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-4.31K
- 93.39%
$97.78 - $126.44 $421K - $545K
305 $32.4M
ALK
Alaska Air Group, Inc.

Industrials
-10.8K
- 93.01%
$41.01 - $54.88 $443K - $593K
812 $40.2M
DVA
Davita Inc.

Healthcare
-3.18K
- 55.87%
$133.5 - $155.51 $425K - $495K
2.52K $358M
OVV
Ovintiv Inc.

Energy
-11.7K
- 84.66%
$31.18 - $44.14 $366K - $518K
2.13K $81M
XLP
Consumer Staples Sector Spdr

ETFs
-6.08K
- 29.86%
N/A
14.3K $1.16B
TMUS
T Mobile Us, Inc.

Communication Services
-1.02K
- 11.62%
$220.99 - $268.54 $226K - $274K
7.77K $1.85B
PPC
Pilgrims Pride Corp

Consumer Defensive
-5.76K
- 30.31%
$44.55 - $56.26 $257K - $324K
13.2K $596M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-23.3K
- 19.08%
$22.92 - $28.05 $535K - $655K
99K $2.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.13K
- 40.47%
$416.06 - $551.64 $471K - $624K
1.66K $918M
GOOG
Alphabet Inc.

Communication Services
-6.5K
- 17.77%
$146.58 - $180.01 $953K - $1.17M
30.1K $5.34B
JLL
Jones Lang Lasalle Inc

Real Estate
-1.52K
- 70.04%
$204.57 - $256.96 $310K - $389K
648 $166M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-13K
- 52.94%
$20.83 - $25.75 $271K - $335K
11.6K $271M
MO
Altria Group, Inc.

Consumer Defensive
-5.3K
- 25.05%
$55.56 - $60.91 $294K - $323K
15.8K $929M
ABBV
Abb Vie Inc.

Healthcare
-858
- 12.07%
$170.16 - $206.27 $146K - $177K
6.25K $1.16B
VAW
Vanguard Materials ETF

ETFs
-1.87K
- 29.73%
$163.82 - $196.64 $307K - $369K
4.43K $863M
CRBG
Corebridge Financial, Inc.

Financial Services
-11.8K
- 46.61%
$25.41 - $35.83 $301K - $424K
13.6K $481M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.41K
- 61.9%
$37.08 - $42.26 $275K - $313K
4.56K $189M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-47.1K
- 98.86%
$5.61 - $6.49 $264K - $306K
546 $3.3M
VWAPY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
-30K
- 49.24%
$9.05 - $11.67 $271K - $350K
30.9K $325M
EXC
Exelon Corp

Utilities
-6.05K
- 80.19%
$42.2 - $47.37 $255K - $286K
1.49K $64.8M
TNL
Travel & Leisure Co.

Consumer Cyclical
-6.79K
- 51.58%
$38.78 - $51.89 $263K - $352K
6.37K $329M
INGR
Ingredion Inc

Consumer Defensive
-2.03K
- 34.43%
$123.22 - $140.95 $250K - $286K
3.87K $525M
CKHUY
Ck Hutchison Holdings Limited

Industrials
-51.4K
- 62.35%
$4.9 - $6.21 $252K - $319K
31K $190M
Activity Summary
Buys All Purchases 154 New Holdings 38 Increased Positions 116 Sells All Sells 374 Reductions 374 Sold out 0 Options Calls 0 Puts 0
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