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
MCHP
Microchip Technology Inc

Technology
-400
- 87.53%
$48.41 - $64.3 $19.4K - $25.7K
57 $2.76M
GS
Goldman Sachs Group Inc

Financial Services
-27
- 8.49%
$524.81 - $672.19 $14.2K - $18.1K
291 $159M
CIEN
Ciena Corp

Technology
-200
- 47.62%
$60.43 - $98.18 $12.1K - $19.6K
220 $13.3M
POST
Post Holdings, Inc.

Consumer Defensive
-224
- 9.38%
$104.57 - $116.92 $23.4K - $26.2K
2.16K $252M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-3.31K
- 17.34%
N/A
15.8K $206M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-404
- 17.19%
$75.32 - $84.77 $30.4K - $34.2K
1.95K $159M
FMNB
Farmers National Banc Corp

Financial Services
-4.3K
- 49.35%
$12.8 - $14.51 $55K - $62.3K
4.41K $214M
ADI
Analog Devices Inc

Technology
-79
- 26.51%
$201.56 - $243.82 $15.9K - $19.3K
219 $44.2M
I Shares Japan Investablemkt Ucits ETF
-485
- 7.09%
N/A
6.36K $354M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-412
- 3.44%
$50.39 - $50.66 $20.8K - $20.9K
11.6K $585M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-3.38K
- 87.99%
$4.87 - $6.28 $16.4K - $21.2K
461 $2.54M
DVN
Devon Energy Corp

Energy
-559
- 55.9%
$33.15 - $38.55 $18.5K - $21.5K
441 $16.5M
BBY
Best Buy CO Inc

Consumer Cyclical
-151
- 40.48%
$70.3 - $91.1 $10.6K - $13.8K
222 $16.3M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-300
- 3.85%
$51.94 - $55.24 $15.6K - $16.6K
7.48K $398M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-2.8K
- 9.04%
$40.34 - $45.45 $113K - $127K
28.1K $1.24B
APH
Amphenol Corp

Technology
-10
- 0.29%
$61.62 - $78.55 $616 - $786
3.5K $229M
CMCSA
Comcast Corp

Communication Services
-141
- 1.05%
$33.19 - $38.23 $4.68K - $5.39K
13.3K $490M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-200
- 4.54%
$81.83 - $82.73 $16.4K - $16.5K
4.2K $348M
Gmo Us Quality ETF
-400
- 40.0%
N/A
600 $18.8M
ELP
Energy CO Of Parana

Utilities
-3.41K
- 39.68%
$5.78 - $7.54 $19.7K - $25.7K
5.18K $37.8M
VLUE
Ishares Msci Usa Value Factor

ETFs
-141
- 6.6%
$104.89 - $113.56 $14.8K - $16K
1.99K $213M
BXP
Boston Properties Inc

Real Estate
-157
- 88.7%
$63.97 - $74.91 $10K - $11.8K
20 $1.34M
LAD
Lithia Motors Inc

Consumer Cyclical
-19
- 20.21%
$285.59 - $385.71 $5.43K - $7.33K
75 $22M
X
United States Steel Corp

Basic Materials
-523
- 40.45%
$30.47 - $43.0 $15.9K - $22.5K
770 $32.5M
QCOM
Qualcomm Inc

Technology
-73
- 4.02%
$151.94 - $175.86 $11.1K - $12.8K
1.74K $267M
LNVGY
Lenovo Group LTD

Technology
-581
- 13.72%
$23.78 - $34.66 $13.8K - $20.1K
3.66K $98.6M
ISUZY
Isuzu Motors LTD Adr

Consumer Cyclical
-688
- 23.45%
$12.84 - $13.93 $8.83K - $9.58K
2.25K $30.3M
MDU
Mdu Resources Group Inc

Industrials
-451
- 18.13%
$16.45 - $18.61 $7.42K - $8.39K
2.04K $34.4M
PSO
Pearson PLC

Communication Services
-346
- 1.27%
$15.45 - $17.75 $5.35K - $6.14K
26.9K $430M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-849
- 22.35%
$9.47 - $11.46 $8.04K - $9.73K
2.95K $31.7M
PFGC
Performance Food Group CO

Consumer Defensive
-75
- 19.13%
$74.86 - $90.93 $5.61K - $6.82K
317 $24.9M
MSADY
Ms&Ad Insurance Group Holdings

Financial Services
-279
- 1.35%
$19.99 - $23.28 $5.58K - $6.5K
20.3K $441M
FSUGY
Fortescue Metal Group LTD Amer

Basic Materials
-147
- 8.69%
$19.47 - $24.98 $2.86K - $3.67K
1.54K $30.1M
Total Market Equity Index Pool
-9
- 0.36%
N/A
2.47K $131M
SE
Sea LTD

Consumer Cyclical
-297
- 22.81%
$104.87 - $146.31 $31.1K - $43.5K
1.01K $131M
XEL
Xcel Energy Inc

Utilities
-100
- 92.59%
$63.37 - $72.1 $6.34K - $7.21K
8 $566K
MCO
Moodys Corp

Financial Services
-10
- 7.81%
$437.8 - $527.48 $4.38K - $5.27K
118 $55M
NMR
Nomura Holdings Inc

Financial Services
-2.67K
- 8.76%
$5.56 - $6.98 $14.8K - $18.6K
27.8K $171M
PARA
Paramount Global

Communication Services
-840
- 25.06%
$10.16 - $12.14 $8.53K - $10.2K
2.51K $30M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16
- 0.93%
$23.16 - $27.04 $371 - $433
1.71K $40.1M
Lam Research Corp
-248
- 0.81%
N/A
30.3K $2.2B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-203
- 3.36%
$100.59 - $103.47 $20.4K - $21K
5.84K $604M
DSNKY
Daiichi Sankyo CO LTD Sponsore

Healthcare
-106
- 40.15%
$22.65 - $28.99 $2.4K - $3.07K
158 $3.77M
MUB
Ishares National Muni Bond ETF

ETFs
-11
- 0.96%
$104.71 - $107.69 $1.15K - $1.18K
1.14K $120M
Lg Asia Pacific Exjapan ETF
-159
- 1.68%
N/A
9.32K $126M
MGDDY
Michelin Compagnie Generale Des Etablissements Michelin

Consumer Cyclical
-139
- 10.56%
$15.72 - $19.04 $2.19K - $2.65K
1.18K $20.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-576
- 3.56%
$25.81 - $28.52 $14.9K - $16.4K
15.6K $430M
I Shares Sp500 Materials Ucits ETF
-70
- 1.59%
N/A
4.34K $40.6M
MMM
3 M CO

Industrials
-865
- 11.91%
$129.7 - $155.12 $112K - $134K
6.4K $939M
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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