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
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-18.1K
- 6.3%
$37.06 - $41.11 $669K - $743K
269K $10.7B
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-192
- 5.18%
$14.09 - $18.05 $2.71K - $3.47K
3.51K $62.7M
DVA
Davita Inc.

Healthcare
-65
- 1.13%
$140.0 - $177.35 $9.1K - $11.5K
5.7K $872M
SJM
J M Smucker CO

Consumer Defensive
-30
- 1.69%
$100.41 - $118.41 $3.01K - $3.55K
1.75K $207M
I Shares Sp500 Healthcare Ucits ETF
-378
- 1.22%
N/A
30.7K $353M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.17K
- 3.56%
$59.28 - $66.1 $69.1K - $77.1K
31.6K $2.01B
FISV
Fiserv Inc

Technology
-277
- 5.25%
N/A
5K $1.1B
BDORY
Banco Do Brasil S A Spon Adr

Financial Services
-13.2K
- 18.91%
$3.9 - $5.27 $51.6K - $69.7K
56.7K $290M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-50
- 2.32%
$74.5 - $92.3 $3.73K - $4.62K
2.11K $192M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.39K
- 5.51%
$47.39 - $54.26 $65.7K - $75.2K
23.8K $1.24B
THC
Tenet Healthcare Corp

Healthcare
-98
- 1.1%
$119.51 - $144.98 $11.7K - $14.2K
8.79K $1.18B
CIB
Bancolombia Sa

Financial Services
-451
- 4.95%
$31.99 - $44.29 $14.4K - $20K
8.66K $348M
ERJ
Embraer S.A.

Industrials
-791
- 7.64%
$37.11 - $56.4 $29.4K - $44.6K
9.56K $442M
MO
Altria Group, Inc.

Consumer Defensive
-882
- 4.0%
$50.81 - $60.02 $44.8K - $52.9K
21.1K $1.27B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-7.72K
- 13.24%
$9.49 - $14.83 $73.2K - $114K
50.5K $688M
HCA
Hca Healthcare, Inc.

Healthcare
-90
- 2.65%
$296.7 - $345.55 $26.7K - $31.1K
3.31K $1.14B
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
-738
- 4.11%
$19.55 - $30.1 $14.4K - $22.2K
17.2K $483M
VHT
Vanguard Health Care ETF

ETFs
-1.1K
- 2.77%
$254.06 - $273.83 $279K - $301K
38.5K $10.2B
IBM
International Business Machines Corp

Technology
-1.23K
- 7.28%
$217.4 - $264.74 $266K - $324K
15.6K $3.88B
T
At&T Inc.

Communication Services
-19.4K
- 14.02%
$21.56 - $28.28 $418K - $548K
119K $3.36B
RNMBY
Rheinmetall Ag Unsponsored Adr

Industrials
-41
- 2.74%
$124.27 - $318.18 $5.1K - $13K
1.45K $416M
MCK
Mckesson Corp

Healthcare
-424
- 7.58%
$566.21 - $672.99 $240K - $285K
5.17K $3.48B
HMY
Harmony Gold Mining CO LTD

Basic Materials
-1.49K
- 2.93%
$8.25 - $14.77 $12.3K - $22K
49.5K $731M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.48K
- 1.17%
$33.84 - $37.77 $83.8K - $93.5K
209K $7.62B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-16.4K
- 5.22%
$26.71 - $31.58 $438K - $517K
298K $9.02B
EFV
Msci Eafe Value ETF

ETFs
-392
- 0.38%
$51.88 - $60.73 $20.3K - $23.8K
103K $6.06B
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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