Atlas Financial Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $60.6 Million distributed in 36 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 $15.5M, Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $9.54M, Invesco Qqq Trust, Series 1 with a value of $6.95M, Ishares Barclays with a value of $6.37M, and Ishares Tr with a value of $6.19M.

Examining the 13F form we can see an increase of $1.83M in the current position value, from $58.7M to 60.6M.

Below you can find more details about Atlas Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $60.6 Million
ETFs: $55.4 Million
Technology: $1.78 Million
Consumer Defensive: $1.65 Million
Consumer Cyclical: $1.32 Million
Real Estate: $469,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $60.6 Million
  • Prior Value $58.7 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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