Atlas Capital Advisors LLC Portfolio Holdings

Atlas Capital Advisors LLC

  • $800 Billion
  • Q1 2025

Atlas Capital Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $800 Billion distributed in 1048 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $47B, Vanguard Ftse Europe ETF Ftse with a value of $26B, Palomar Holdings, Inc. with a value of $19.4B, Apple Inc. with a value of $16.9B, and Technology Sector Spdr with a value of $15.7B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $788B to 800B.

Atlas Capital Advisors LLC is based out at San Francisco, CA

Below you can find more details about Atlas Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $800 Billion
ETFs: $421 Billion
Financial Services: $76.1 Billion
Technology: $73.3 Billion
Consumer Defensive: $65.7 Billion
Healthcare: $38.5 Billion
Communication Services: $30.7 Billion
Consumer Cyclical: $28.2 Billion
Industrials: $25.3 Billion
Other: $18 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.4 Billion 0.3% of portfolio
40,432
Q1 2025 Reduced 55.65%
$0
$2.39 Billion 0.3% of portfolio
39,402
Q1 2025 Added 3.8%
$0
$2.28 Billion 0.29% of portfolio
106,215
Q1 2025 Added 40.28%
$0
$2.23 Billion 0.28% of portfolio
36,107
Q1 2025 Added 51.89%
$0
$2.24 Billion 0.28% of portfolio
14,806
Q1 2025 Reduced 6.18%
$0
$2.02 Billion 0.25% of portfolio
32,504
Q1 2025 Reduced 11.94%
$0
$2.01 Billion 0.25% of portfolio
31,565
Q1 2025 Reduced 3.56%
$0
$1.95 Billion 0.24% of portfolio
38,191
Q1 2025 Reduced 6.94%
$0
$1.86 Billion 0.23% of portfolio
19,905
Q1 2025 Added 18.5%
$0
$1.77 Billion 0.22% of portfolio
35,373
Q1 2025 Added 3,778.62%
$0
$1.65 Billion 0.21% of portfolio
6,383
Q4 2024 Added 0.14%
$0
$1.66 Billion 0.21% of portfolio
20,372
Q1 2025 Reduced 8.43%
$0
$1.47 Billion 0.18% of portfolio
23,728
Q1 2025 Reduced 41.25%
$0
$1.42 Billion 0.18% of portfolio
12,240
Q1 2025 Added 5.15%
$0
$1.24 Billion 0.16% of portfolio
28,148
Q1 2025 Reduced 9.04%
$0
$1.31 Billion 0.16% of portfolio
2,795
Q1 2025 Added 185.5%
$0
$1.2 Billion 0.15% of portfolio
42,936
Q1 2025 Added 9.59%
$0
$1.24 Billion 0.15% of portfolio
23,762
Q1 2025 Reduced 5.51%
$0
$1.19 Billion 0.15% of portfolio
6,304
Q1 2025 Reduced 3.15%
$0
$1.2 Billion 0.15% of portfolio
24,717
Q1 2025 Added 68.2%
$0
$1.09 Billion 0.14% of portfolio
15,731
Q3 2024 Reduced 0.51%
$0
$946 Million 0.12% of portfolio
10,998
Q1 2025 Reduced 4.59%
$0
$889 Million 0.11% of portfolio
4,727
Q1 2025 Added 10.52%
$0
$897 Million 0.11% of portfolio
5,700
Q4 2024 New
$0
$884 Million 0.11% of portfolio
13,880
Q3 2024 Reduced 0.01%
$0
$770 Million 0.1% of portfolio
13,431
Q2 2024 Added 15.51%
$0
$765 Million 0.1% of portfolio
3,448
Q1 2025 Added 0.58%
$0
$793 Million 0.1% of portfolio
3,205
Q1 2025 Reduced 44.03%
$0
$628 Million 0.08% of portfolio
24,579
Q1 2025 Added 49.13%
$0
$605 Million 0.08% of portfolio
7,395
Q1 2025 Reduced 6.25%
$0
$611 Million 0.08% of portfolio
6,939
Q1 2025 Reduced 12.98%
$0
$659 Million 0.08% of portfolio
6,756
Q4 2023 Reduced 0.41%
$0
$604 Million 0.08% of portfolio
5,839
Q1 2025 Reduced 3.36%
$109B
$528 Million 0.07% of portfolio
1,833
Q4 2023 Reduced 26.83%
$0
$541 Million 0.07% of portfolio
7,350
Q1 2024 Added 1.94%
$0
$556 Million 0.07% of portfolio
20,900
Q1 2025 Added 1.51%
$0
$585 Million 0.07% of portfolio
11,556
Q1 2025 Reduced 3.44%
$0
$564 Million 0.07% of portfolio
3,302
Q1 2025 Reduced 9.58%
$0
$477 Million 0.06% of portfolio
17,359
Q1 2025 Added 53.05%
$0
$505 Million 0.06% of portfolio
2,914
Q1 2025 Added 18.84%
$0
$501 Million 0.06% of portfolio
11,977
Q1 2025 Added 96.44%
$0
$485 Million 0.06% of portfolio
7,602
Q1 2023 Added 49.0%
$0
$423 Million 0.05% of portfolio
8,141
Q3 2021 Reduced 73.45%
$0
$433 Million 0.05% of portfolio
14,566
Q1 2025 Added 0.01%
$0
$438 Million 0.05% of portfolio
7,782
Q1 2025 Reduced 5.92%
$0
$398 Million 0.05% of portfolio
7,483
Q1 2025 Reduced 3.85%
$0
$430 Million 0.05% of portfolio
15,591
Q1 2025 Reduced 3.56%
$0
$347 Million 0.04% of portfolio
1,738
Q1 2025 Added 22.91%
$0
$336 Million 0.04% of portfolio
6,615
Q3 2024 Reduced 0.02%

Summary

  • Portfolio
  • No. of Stocks 1,048
  • Current Value $800 Billion
  • Prior Value $788 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 110 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 227 stocks
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