Atlas Capital Advisors LLC Portfolio Holdings

Atlas Capital Advisors LLC

  • $788 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$3.7 Billion 0.47% of portfolio
16,826
Q4 2024 Reduced 0.92%
$0
$3.61 Billion 0.46% of portfolio
61,425
Q4 2024 Added 37.51%
$96.7B
$3.19 Billion 0.4% of portfolio
5,591
Q4 2024 Reduced 0.18%
$202B
$3.15 Billion 0.4% of portfolio
138,374
Q4 2024 Reduced 0.61%
$142B
$2.99 Billion 0.38% of portfolio
7,057
Q4 2024 Added 420.04%
$125B
$2.89 Billion 0.37% of portfolio
17,776
Q4 2024 Reduced 0.8%
$0
$2.76 Billion 0.35% of portfolio
39,251
Q4 2024 Reduced 9.07%
$0
$2.78 Billion 0.35% of portfolio
42,540
Q4 2024 Reduced 6.99%
$0
$2.79 Billion 0.35% of portfolio
13,181
Q4 2024 Added 6.87%
$1.3T
$2.69 Billion 0.34% of portfolio
4,602
Q4 2024 Reduced 1.41%
$0
$2.56 Billion 0.33% of portfolio
27,680
Q4 2024 Reduced 2.81%
$0
$2.56 Billion 0.33% of portfolio
13,076
Q4 2024 Reduced 7.44%
$0
$2.59 Billion 0.33% of portfolio
15,782
Q4 2024 Added 0.08%
$36.4B
$2.55 Billion 0.32% of portfolio
8,084
Q4 2024 Reduced 4.09%
$96.3B
$2.45 Billion 0.31% of portfolio
3,890
Q4 2024 Reduced 0.51%
$0
$2.34 Billion 0.3% of portfolio
30,973
Q4 2024 Reduced 14.79%
$0
$2.26 Billion 0.29% of portfolio
36,912
Q4 2024 Added 10.51%
$0
$2.31 Billion 0.29% of portfolio
19,022
Q4 2024 Reduced 4.09%
Lam Research Corp
-
$2.2 Billion 0.28% of portfolio
-
Q4 2024 Added 893.81%
$177B
$2.22 Billion 0.28% of portfolio
11,862
Q4 2024 Added 2,467.53%
$108B
$2.18 Billion 0.28% of portfolio
6,582
Q4 2024 Reduced 0.93%
$99.4B
$2.19 Billion 0.28% of portfolio
14,799
Q4 2024 Reduced 0.66%
$191B
$2.17 Billion 0.28% of portfolio
54,243
Q4 2024 Added 3.35%
$0
$2.18 Billion 0.28% of portfolio
37,959
Q4 2024 Added 8.87%
$454M
$2.1 Billion 0.27% of portfolio
223,512
Q4 2024 New
$0
$2.09 Billion 0.27% of portfolio
37,765
Q4 2024 Reduced 6.61%
Berkshire Htwy Cl A
-
$2.04 Billion 0.26% of portfolio
-
Q1 2024 Reduced 99.0%
$0
$2 Billion 0.25% of portfolio
41,041
Q4 2024 Reduced 10.73%
$23.6B
$2 Billion 0.25% of portfolio
17,381
Q4 2024 Reduced 0.45%
$0
$1.99 Billion 0.25% of portfolio
32,731
Q4 2024 Added 0.42%
$13.8B
$1.9 Billion 0.24% of portfolio
5,700
Q4 2024 New
$720B
$1.83 Billion 0.23% of portfolio
7,654
Q4 2024 Added 4.07%
$332B
$1.8 Billion 0.23% of portfolio
8,164
Q4 2024 Added 0.62%
$167B
$1.76 Billion 0.22% of portfolio
6,752
Q4 2024 Added 455.72%
$0
$1.75 Billion 0.22% of portfolio
22,248
Q4 2024 Reduced 0.67%
$232B
$1.69 Billion 0.21% of portfolio
14,971
Q4 2024 Added 931.77%
$0
$1.69 Billion 0.21% of portfolio
6,383
Q4 2024 Added 0.14%
$94.5B
$1.64 Billion 0.21% of portfolio
19,545
Q3 2024 Added 6.23%
$0
$1.59 Billion 0.2% of portfolio
75,719
Q4 2024 Reduced 51.22%
$0
$1.55 Billion 0.2% of portfolio
39,332
Q4 2024 Added 1,622.07%
$785B
$1.53 Billion 0.19% of portfolio
1,976
Q4 2024 Reduced 1.64%
$18.3B
$1.51 Billion 0.19% of portfolio
10,463
Q4 2024 Added 1.01%
$238B
$1.44 Billion 0.18% of portfolio
15,935
Q4 2024 Reduced 4.05%
$66.8B
$1.41 Billion 0.18% of portfolio
26,535
Q4 2024 Added 119.77%
$19.9B
$1.39 Billion 0.18% of portfolio
65,025
Q4 2024 Reduced 0.08%
$0
$1.46 Billion 0.18% of portfolio
5,726
Q4 2024 Added 14.34%
$377B
$1.39 Billion 0.18% of portfolio
8,326
Q4 2024 Reduced 1.03%
$0
$1.44 Billion 0.18% of portfolio
16,797
Q4 2024 Reduced 0.99%
$9.25B
$1.37 Billion 0.17% of portfolio
12,640
Q4 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 1,008
  • Current Value $788 Billion
  • Prior Value $656 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 93 stocks
  • Additional Purchases 180 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 287 stocks
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