Atlas Capital Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $788 Billion distributed in 1008 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $47B, Technology Sector Spdr with a value of $25.5B, Microsoft Corp with a value of $24B, Apple Inc. with a value of $19.6B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $15.7B.
Examining the 13F form we can see an increase of $132B in the current position value, from $656B to 788B.
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
$788 Billion
ETFs: $409 Billion
Technology: $95.8 Billion
Consumer Defensive: $64.7 Billion
Financial Services: $60 Billion
Healthcare: $33.9 Billion
Consumer Cyclical: $31 Billion
Communication Services: $30.8 Billion
Industrials: $24.3 Billion
Other: $15.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
