Atlas Financial Advisors, Inc. Portfolio Holdings
Atlas Financial Advisors, Inc.
- $57.6 Million
- Q4 2024
Atlas Financial Advisors, Inc. has filed its 13F form on April 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $57.6 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8M, Ishares Tr with a value of $11.5M, Invesco Qqq Trust, Series 1 with a value of $6.67M, Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $6.54M, and Pacer Fds Tr Us Cash Cows 100 with a value of $3.41M.
Examining the 13F form we can see an decrease of $2.96M in the current position value, from $60.6M to 57.6M.
Below you can find more details about Atlas Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$57.6 Million
ETFs: $54.6 Million
Technology: $1.22 Million
Consumer Cyclical: $835,000
Real Estate: $360,000
Consumer Defensive: $263,000
Energy: $202,000
Financial Services: $129,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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