Atlas Capital Advisors LLC Reduced Holdings in Q3 2024

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-278K
- 99.3%
$160.76 - $177.82 $44.7M - $49.5M
1.97K $342M
MSFT
Microsoft Corp

Technology
-40.7K
- 73.49%
$395.15 - $467.56 $16.1M - $19M
14.7K $6.32B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8.33K
- 98.26%
$1024.09 - $1201.76 $8.53M - $10M
148 $156M
AMZN
Amazon Com Inc

Consumer Cyclical
-39.6K
- 86.56%
$161.02 - $200.0 $6.37M - $7.91M
6.15K $1.14B
PLMR
Palomar Holdings, Inc.

Financial Services
-86K
- 62.64%
$80.39 - $99.22 $6.91M - $8.53M
51.3K $4.86B
V
Visa Inc.

Financial Services
-22.8K
- 93.44%
$253.74 - $291.56 $5.79M - $6.65M
1.6K $440M
AAPL
Apple Inc.

Technology
-31.6K
- 42.77%
$207.23 - $234.82 $6.55M - $7.43M
42.3K $9.86B
GOOGL
Alphabet Inc.

Communication Services
-22.3K
- 57.31%
$148.65 - $191.18 $3.32M - $4.27M
16.6K $2.76B
GOOG
Alphabet Inc.

Communication Services
-22.6K
- 70.89%
$149.54 - $192.66 $3.38M - $4.35M
9.27K $1.55B
COST
Costco Wholesale Corp

Consumer Defensive
-4.94K
- 89.23%
$801.83 - $917.05 $3.96M - $4.53M
596 $528M
TXN
Texas Instruments Inc

Technology
-11.4K
- 96.11%
$194.6 - $194.6 $2.22M - $2.22M
462 $95.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-46.6K
- 16.36%
$65.06 - $71.72 $3.03M - $3.35M
239K $17B
DE
Deere & CO

Industrials
-5.7K
- 80.77%
$344.84 - $418.0 $1.97M - $2.38M
1.36K $566M
VOX
Vanguard Communication Service

ETFs
-15.5K
- 26.16%
$129.82 - $145.39 $2.01M - $2.25M
43.6K $6.34B
AMGN
Amgen Inc

Healthcare
-5.46K
- 81.78%
$309.38 - $337.38 $1.69M - $1.84M
1.22K $391M
XLC
Select Sector Spdr Tr Communic

ETFs
-24.4K
- 22.45%
$82.16 - $90.4 $2.01M - $2.21M
84.3K $7.62B
ABT
Abbott Laboratories

Healthcare
-12.8K
- 89.82%
$100.07 - $118.13 $1.28M - $1.51M
1.45K $165M
NVDA
Nvidia Corp

Technology
-9.52K
- 30.19%
$98.91 - $134.91 $942K - $1.28M
22K $2.67B
VDE
Vanguard Energy ETF

ETFs
-8.71K
- 30.51%
$117.44 - $131.06 $1.02M - $1.14M
19.8K $2.43B
DIS
Walt Disney CO

Communication Services
-11.5K
- 99.46%
$85.6 - $98.61 $984K - $1.13M
63 $6.06M
SNPS
Synopsys Inc

Technology
-1.85K
- 96.4%
$463.97 - $621.3 $858K - $1.15M
69 $34.9M
ABBV
Abb Vie Inc.

Healthcare
-5.7K
- 80.21%
$163.84 - $199.33 $934K - $1.14M
1.41K $278M
JNJ
Johnson & Johnson

Healthcare
-5.7K
- 98.94%
$145.48 - $167.38 $829K - $954K
61 $9.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14.8K
- 38.16%
$58.03 - $65.37 $856K - $964K
23.9K $1.55B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-12.9K
- 23.4%
$75.47 - $83.18 $973K - $1.07M
42.2K $3.51B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-14.6K
- 35.79%
$57.2 - $62.94 $834K - $918K
26.2K $1.63B
DELL
Dell Technologies Inc.

Technology
-2.95K
- 14.44%
$87.89 - $145.97 $259K - $430K
17.5K $2.07B
COIN
Coinbase Global, Inc.

Technology
-3.12K
- 99.01%
$147.09 - $265.15 $458K - $826K
31 $5.52M
SYY
Sysco Corp

Consumer Defensive
-9.5K
- 99.92%
$69.16 - $78.98 $657K - $750K
8 $624K
BDX
Becton Dickinson & CO

Healthcare
-2.85K
- 99.65%
$221.47 - $242.41 $631K - $691K
10 $2.41M
STLA
Stellantis N.V.

Consumer Cyclical
-24.9K
- 56.18%
$14.05 - $20.71 $350K - $516K
19.4K $273M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-12.6K
- 27.2%
$55.51 - $61.51 $698K - $773K
33.6K $2.05B
RTX
Raytheon Technologies Corp

Industrials
-5.7K
- 99.39%
$99.55 - $123.34 $567K - $703K
35 $4.24M
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
-34.2K
- 60.11%
$18.04 - $22.24 $616K - $760K
22.7K $497M
CRBG
Corebridge Financial, Inc.

Financial Services
-19.1K
- 90.6%
$24.9 - $30.12 $477K - $577K
1.99K $57.9M
ALLY
Ally Financial Inc.

Financial Services
-12K
- 89.92%
$32.67 - $45.01 $393K - $542K
1.35K $48M
INTC
Intel Corp

Technology
-15K
- 96.87%
$18.9 - $34.87 $283K - $522K
484 $11.4M
XLE
Energy Sector Spdr

ETFs
-4.39K
- 20.57%
$84.35 - $93.39 $371K - $410K
17K $1.49B
NRDBY
Nordea Bk Abp Sponsored Adr(Fi

Financial Services
-37.9K
- 94.14%
$10.97 - $12.37 $416K - $469K
2.36K $28M
ISNPY
Intesa Sanpaolo Spa Spons Adr
-22.2K
- 62.97%
$22.4 - $26.14 $497K - $580K
13K $335M
AMKR
Amkor Technology, Inc.

Technology
-9.01K
- 51.55%
$28.09 - $44.68 $253K - $403K
8.47K $259M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-10.8K
- 19.41%
$49.09 - $55.08 $528K - $592K
44.7K $2.46B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.96K
- 95.98%
$104.47 - $116.17 $414K - $460K
166 $17.9M
CSCO
Cisco Systems, Inc.

Technology
-9.64K
- 60.34%
$44.74 - $53.22 $431K - $513K
6.34K $337M
NVS
Novartis Ag

Healthcare
-3.8K
- 83.85%
$106.13 - $120.89 $403K - $459K
732 $84.2M
MARUY
Marubeni Corp Adr

Industrials
-2.12K
- 96.76%
$144.56 - $197.31 $307K - $418K
71 $11.6M
MMM
3 M CO

Industrials
-4.49K
- 69.6%
$99.69 - $139.42 $447K - $626K
1.96K $268M
PRU
Prudential Financial Inc

Financial Services
-3.45K
- 41.03%
$105.53 - $127.32 $364K - $439K
4.95K $600M
Natwest Group Adr Rep 2 Ord
-47.4K
- 94.15%
N/A
2.94K $27.5M
Activity Summary
Buys All Purchases 356 New Holdings 96 Increased Positions 260 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
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