Atlas Capital Advisors LLC Reduced Holdings in Q1 2025

Atlas Capital Advisors LLC

  • $800 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-22.5K
- 39.6%
$375.39 - $447.2 $8.45M - $10.1M
34.3K $12.9B
XLK
Technology Sector Spdr

ETFs
-33.8K
- 30.76%
$206.38 - $242.18 $6.97M - $8.18M
76.1K $15.7B
IEMG
Ishares Inc

ETFs
-70.3K
- 56.36%
N/A
54.4K $2.94B
VGIT
Vanguard Intermediate Term Tre

ETFs
-50.7K
- 55.65%
$57.44 - $59.4 $2.91M - $3.01M
40.4K $2.4B
AAPL
Apple Inc.

Technology
-1.96K
- 2.5%
$209.68 - $247.1 $410K - $483K
76.3K $16.9B
VGT
Vanguard Information Technolog

ETFs
-1.56K
- 7.64%
$542.38 - $646.34 $848K - $1.01M
18.9K $10.3B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4.76K
- 8.12%
$161.27 - $192.3 $767K - $915K
53.8K $8.68B
NVDA
Nvidia Corp

Technology
-11.4K
- 35.29%
$106.98 - $149.43 $1.22M - $1.7M
20.9K $2.27B
FDIS
Fidelity Covington Tr Msci Con

ETFs
-12.2K
- 16.26%
$82.77 - $101.84 $1.01M - $1.25M
63K $5.33B
KKR
Kkr & Co. Inc.

Financial Services
-13.2K
- 89.22%
$108.17 - $167.07 $1.43M - $2.21M
1.6K $185M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-38K
- 96.52%
$38.89 - $41.6 $1.48M - $1.58M
1.37K $55.5M
VTI
Vanguard Total Stock Market Et

ETFs
-3.17K
- 8.93%
$271.18 - $303.12 $859K - $960K
32.3K $8.88B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.66K
- 99.4%
$222.15 - $428.22 $590K - $1.14M
16 $4.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-37K
- 9.05%
$37.07 - $40.63 $1.37M - $1.5M
372K $14.6B
NTAP
Net App, Inc.

Technology
-7.97K
- 87.8%
$87.84 - $126.3 $700K - $1.01M
1.11K $97.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-16.7K
- 41.25%
$58.01 - $64.46 $967K - $1.07M
23.7K $1.47B
HPE
Hewlett Packard Enterprise CO

Technology
-29.4K
- 45.21%
$14.77 - $24.42 $434K - $718K
35.6K $550M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.51K
- 3.68%
$183.02 - $207.75 $275K - $313K
39.4K $7.34B
DELL
Dell Technologies Inc.

Technology
-3.58K
- 20.57%
$90.34 - $124.66 $323K - $446K
13.8K $1.26B
VOX
Vanguard Communication Service

ETFs
-2.87K
- 6.0%
$147.73 - $169.24 $424K - $486K
45K $6.68B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 0.09%
$634.14 - $744.83 $5.07K - $5.96K
8.46K $5.36B
VIS
Vanguard Industrial ETF

ETFs
-2.52K
- 44.03%
$243.63 - $273.99 $614K - $691K
3.21K $793M
BDC
Belden Inc.

Technology
-5.5K
- 71.99%
$99.82 - $122.07 $549K - $672K
2.14K $215M
VFH
Vanguard Financial ETF

ETFs
-6.34K
- 7.33%
$114.07 - $127.34 $723K - $807K
80.2K $9.58B
CDW
Cdw Corp

Technology
-3.44K
- 92.88%
$160.26 - $206.13 $552K - $710K
264 $42.3M
PWR
Quanta Services, Inc.

Industrials
-330
- 4.08%
$236.71 - $358.03 $78.1K - $118K
7.75K $1.97B
ON
On Semiconductor Corp

Technology
-7.98K
- 97.36%
$40.69 - $64.51 $325K - $515K
216 $8.79M
NVO
Novo Nordisk A S

Healthcare
-5.7K
- 95.51%
$69.3 - $90.95 $395K - $519K
268 $18.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.9K
- 8.18%
$25.58 - $29.24 $279K - $319K
122K $3.2B
AMAT
Applied Materials Inc

Technology
-1.18K
- 6.63%
$145.06 - $195.51 $171K - $231K
16.6K $2.41B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-14.1K
- 9.82%
$48.3 - $52.85 $682K - $746K
130K $6.63B
ZM
Zoom Video Communications, Inc.

Technology
-5.27K
- 47.09%
$72.23 - $88.64 $381K - $467K
5.93K $437M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-8.68K
- 7.38%
$69.87 - $75.62 $606K - $656K
109K $7.89B
CEG
Constellation Energy Corp

Utilities
-1.93K
- 94.52%
$201.63 - $347.44 $390K - $671K
112 $22.6M
XLI
Industrial Sector Spdr

ETFs
-2.78K
- 3.95%
$128.78 - $141.67 $358K - $394K
67.5K $8.85B
TSCDY
Tesco PLC

Consumer Defensive
-29.1K
- 88.42%
$12.63 - $15.08 $367K - $438K
3.81K $49.1M
DFS
Discover Financial Services

Financial Services
-2.34K
- 46.89%
$152.99 - $203.25 $358K - $475K
2.65K $452M
WHR
Whirlpool Corp

Consumer Cyclical
-3.21K
- 67.15%
$88.58 - $133.14 $285K - $428K
1.57K $142M
IBN
Icici Bank LTD

Financial Services
-13.2K
- 89.68%
$27.55 - $31.67 $364K - $418K
1.52K $47.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-298
- 3.38%
$507.05 - $563.67 $151K - $168K
8.53K $4.38B
PRU
Prudential Financial Inc

Financial Services
-2.98K
- 60.97%
$105.04 - $122.33 $313K - $365K
1.91K $213M
NWL
Newell Brands Inc.

Consumer Defensive
-29.6K
- 60.96%
$6.2 - $10.66 $183K - $315K
18.9K $117M
AVGO
Broadcom Inc.

Technology
-318
- 6.65%
$167.43 - $244.7 $53.2K - $77.8K
4.46K $747M
IWN
Ishares Russell2000 Val ETF

ETFs
-976
- 6.18%
$149.27 - $169.4 $146K - $165K
14.8K $2.24B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-5K
- 12.19%
$14.67 - $22.01 $73.4K - $110K
36K $554M
HPQ
Hp Inc

Technology
-6.92K
- 22.12%
$27.69 - $34.72 $192K - $240K
24.4K $674M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-5.08K
- 67.06%
$55.05 - $64.52 $280K - $328K
2.5K $140M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.59K
- 15.49%
$65.44 - $70.64 $431K - $466K
35.9K $2.46B
XCEM
Columbia ETF Tr Ii

ETFs
-10.6K
- 74.51%
$29.18 - $30.72 $310K - $327K
3.64K $107M
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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