Atlas Capital Advisors LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $770 Billion distributed in 967 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $46.2B, Microsoft Corp with a value of $24.8B, Technology Sector Spdr with a value of $22B, Ishares Tr Core Conservative A with a value of $19.1B, and Vanguard Ftse Europe ETF Ftse with a value of $19B.
Examining the 13F form we can see an increase of $130B in the current position value, from $640B to 770B.
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
$770 Billion
ETFs: $411 Billion
Technology: $94.8 Billion
Consumer Defensive: $60.7 Billion
Financial Services: $51.6 Billion
Healthcare: $37 Billion
Communication Services: $27.7 Billion
Consumer Cyclical: $26.9 Billion
Industrials: $23.8 Billion
Other: $17.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
