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
IWN
Ishares Russell2000 Val ETF

ETFs
-1.2K
- 7.09%
$150.05 - $171.34 $181K - $206K
15.8K $2.63B
CSM
Proshares Large Cap Core Plus

ETFs
-1
- 0.01%
$58.62 - $65.37 $58.6 - $65.4
13.9K $907M
VPU
Vanguard Utilities ETF

ETFs
-278
- 7.19%
$146.64 - $174.54 $40.8K - $48.5K
3.59K $624M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-2.07K
- 5.83%
$57.83 - $67.29 $120K - $139K
33.4K $2.22B
XLY
Select Sector Spdr Consumer Di

ETFs
-2.11K
- 7.92%
$170.05 - $200.86 $359K - $424K
24.6K $4.92B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-772
- 1.76%
$15.81 - $18.96 $12.2K - $14.6K
43.1K $777M
VAW
Vanguard Materials ETF

ETFs
-311
- 4.5%
$189.89 - $213.71 $59.1K - $66.5K
6.6K $1.4B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-305
- 1.2%
$46.96 - $52.62 $14.3K - $16K
25.1K $1.31B
ERJ
Embraer S.A.

Industrials
-420
- 4.57%
$25.9 - $36.95 $10.9K - $15.5K
8.76K $310M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-139
- 1.09%
$77.02 - $85.06 $10.7K - $11.8K
12.6K $1.06B
RKT
Rocket Companies, Inc.

Financial Services
-751
- 4.47%
$13.16 - $20.81 $9.88K - $15.6K
16K $308M
XLB
Select Sector Spdr Fd Material

ETFs
-121
- 1.02%
$86.95 - $97.09 $10.5K - $11.7K
11.8K $1.14B
VO
Vanguard Mid Cap ETF

ETFs
-219
- 3.32%
$237.84 - $263.83 $52.1K - $57.8K
6.37K $1.68B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-80
- 0.51%
$57.69 - $64.56 $4.62K - $5.16K
15.7K $1B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-20.6K
- 5.97%
$26.43 - $29.86 $544K - $614K
324K $9.57B
VGIT
Vanguard Intermediate Term Tre

ETFs
-537
- 0.6%
$57.8 - $60.8 $31K - $32.6K
89.6K $5.41B
META
Meta Platforms, Inc.

Communication Services
-302
- 6.08%
$453.41 - $572.44 $137K - $173K
4.67K $2.67B
URI
United Rentals, Inc.

Industrials
-182
- 8.57%
$627.41 - $814.1 $114K - $148K
1.94K $1.57B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.22K
- 2.08%
$69.61 - $79.56 $154K - $177K
105K $8.2B
DHI
Horton D R Inc

Consumer Cyclical
-117
- 1.74%
$135.21 - $197.06 $15.8K - $23.1K
6.59K $1.26B
VCR
Vanguard Consumer Discretionar

ETFs
-17
- 0.14%
$291.88 - $341.94 $4.96K - $5.81K
11.7K $4B
VFH
Vanguard Financial ETF

ETFs
-4.57K
- 4.91%
$99.27 - $111.21 $453K - $508K
88.5K $9.72B
VTV
Vanguard Value ETF

ETFs
-69
- 0.2%
$159.75 - $174.57 $11K - $12K
35.3K $6.15B
XLF
Financial Sector Spdr

ETFs
-10.6K
- 3.98%
$40.84 - $45.74 $434K - $486K
256K $11.6B
VBR
Vanguard Small Cap Value ETF

ETFs
-233
- 0.61%
$179.99 - $201.6 $41.9K - $47K
37.8K $7.59B
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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