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
$490B
$1.32 Billion 0.17% of portfolio
2,608
Q2 2024 Reduced 1.51%
$0
$1.32 Billion 0.17% of portfolio
23,772
Q4 2024 Reduced 9.11%
$253B
$1.34 Billion 0.17% of portfolio
22,651
Q4 2024 Added 257.5%
$104B
$1.35 Billion 0.17% of portfolio
3,664
Q4 2024 Reduced 19.56%
$15B
$1.33 Billion 0.17% of portfolio
34,688
Q4 2024 Reduced 0.34%
$0
$1.37 Billion 0.17% of portfolio
11,640
Q4 2024 Reduced 5.2%
$180B
$1.29 Billion 0.16% of portfolio
11,563
Q4 2024 Added 18,253.97%
$0
$1.28 Billion 0.16% of portfolio
23,734
Q4 2024 Reduced 29.46%
$0
$1.26 Billion 0.16% of portfolio
30,947
Q4 2024 Reduced 0.15%
$370B
$1.26 Billion 0.16% of portfolio
7,106
Q4 2024 Added 405.41%
$0
$1.22 Billion 0.16% of portfolio
6,509
Q4 2024 Reduced 1.42%
$43.4B
$1.29 Billion 0.16% of portfolio
1,832
Q4 2024 Reduced 5.62%
$38.7B
$1.26 Billion 0.16% of portfolio
26,499
Q4 2024 Added 15.27%
Te Connectivity LTD
-
$1.23 Billion 0.16% of portfolio
-
Q4 2024 Reduced 0.52%
$0
$1.2 Billion 0.15% of portfolio
25,148
Q3 2024 Reduced 1.2%
$78.1B
$1.18 Billion 0.15% of portfolio
1,860
Q4 2024 Reduced 17.15%
$48.9B
$1.22 Billion 0.15% of portfolio
8,851
Q4 2024 Reduced 9.66%
$108B
$1.15 Billion 0.15% of portfolio
22,025
Q4 2024 Reduced 10.31%
$10.5B
$1.21 Billion 0.15% of portfolio
6,512
Q3 2024 Added 116.35%
$79.5B
$1.08 Billion 0.14% of portfolio
5,278
Q3 2024 Reduced 15.27%
$29.2B
$1.06 Billion 0.14% of portfolio
7,800
Q4 2024 Reduced 0.61%
$14.5B
$1.12 Billion 0.14% of portfolio
8,883
Q4 2024 Reduced 0.65%
$0
$1.07 Billion 0.14% of portfolio
39,177
Q4 2024 Added 211.52%
$0
$1.09 Billion 0.14% of portfolio
30,785
Q4 2024 Reduced 36.13%
$28.2B
$1.13 Billion 0.14% of portfolio
5,720
Q4 2024 Reduced 0.56%
$48.5B
$1.12 Billion 0.14% of portfolio
18,368
Q4 2024 Added 2.23%
$818B
$1.08 Billion 0.14% of portfolio
2,671
Q4 2024 New
$67.8B
$1.11 Billion 0.14% of portfolio
4,780
Q4 2024 Reduced 8.95%
$0
$1.08 Billion 0.14% of portfolio
15,731
Q3 2024 Reduced 0.51%
$130B
$1.06 Billion 0.13% of portfolio
18,785
Q4 2024 Added 487.03%
$0
$1.03 Billion 0.13% of portfolio
1,754
Q4 2024 Added 47.39%
$28.6B
$1.02 Billion 0.13% of portfolio
31,274
Q4 2024 Added 0.15%
$0
$988 Million 0.13% of portfolio
26,395
Q3 2024 Added 3.06%
$99.2B
$1.02 Billion 0.13% of portfolio
3,395
Q4 2024 Reduced 38.76%
$19.1B
$1.05 Billion 0.13% of portfolio
9,080
Q4 2024 Reduced 0.37%
$23.9B
$1.01 Billion 0.13% of portfolio
15,603
Q4 2024 Added 0.14%
$60.9B
$1.04 Billion 0.13% of portfolio
78,620
Q4 2024 Reduced 10.03%
I Shares Sp500 Info Tech Ucits ETF
-
$1.04 Billion 0.13% of portfolio
-
Q3 2024 Added 5.4%
$34.8B
$941 Million 0.12% of portfolio
25,263
Q4 2024 Reduced 0.84%
$0
$918 Million 0.12% of portfolio
13,880
Q3 2024 Reduced 0.01%
$215B
$976 Million 0.12% of portfolio
59,319
Q4 2024 Reduced 13.83%
$12B
$976 Million 0.12% of portfolio
7,750
Q4 2024 Reduced 0.39%
$0
$970 Million 0.12% of portfolio
11,527
Q4 2024 Reduced 2.19%
$861B
$959 Million 0.12% of portfolio
4,857
Q4 2024 Added 3.58%
$15.9B
$983 Million 0.12% of portfolio
3,908
Q4 2024 Added 27.34%
$14.3B
$933 Million 0.12% of portfolio
34,090
Q4 2024 Added 33.61%
$25B
$913 Million 0.12% of portfolio
8,688
Q4 2024 Added 1.9%
$39.6B
$942 Million 0.12% of portfolio
12,255
Q4 2024 Reduced 0.56%
$81.2B
$937 Million 0.12% of portfolio
7,262
Q4 2024 Added 270.51%

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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