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
$395B
$47 Billion 5.96% of portfolio
280,269
Q4 2024 Added 14,112.42%
$0
$25.5 Billion 3.24% of portfolio
109,864
Q4 2024 Added 3.16%
$3.09T
$24 Billion 3.04% of portfolio
56,851
Q4 2024 Added 287.03%
$3.94T
$19.6 Billion 2.49% of portfolio
78,213
Q4 2024 Added 84.77%
$0
$15.7 Billion 1.99% of portfolio
408,642
Q4 2024 Added 0.36%
$3.1B
$14.9 Billion 1.89% of portfolio
141,284
Q4 2024 Added 175.49%
$0
$12.9 Billion 1.64% of portfolio
266,925
Q4 2024 Added 4.12%
$0
$12.7 Billion 1.62% of portfolio
20,473
Q4 2024 Reduced 4.84%
$0
$12.5 Billion 1.58% of portfolio
196,627
Q4 2024 Reduced 17.56%
$0
$12 Billion 1.52% of portfolio
104,629
Q4 2024 Reduced 8.44%
$0
$10.8 Billion 1.37% of portfolio
58,566
Q4 2024 Reduced 0.94%
$0
$10.7 Billion 1.36% of portfolio
286,775
Q4 2024 Reduced 18.61%
$0
$10.6 Billion 1.34% of portfolio
18,078
Q4 2024 Reduced 5.33%
$0
$10.2 Billion 1.3% of portfolio
86,544
Q4 2024 Reduced 2.16%
$2.31T
$10.2 Billion 1.3% of portfolio
46,507
Q4 2024 Added 656.83%
$0
$10.3 Billion 1.3% of portfolio
35,464
Q4 2024 Reduced 1.59%
$0
$10.1 Billion 1.28% of portfolio
39,619
Q4 2024 Reduced 7.57%
$0
$9.27 Billion 1.18% of portfolio
70,317
Q4 2024 Reduced 4.45%
$0
$9.08 Billion 1.15% of portfolio
93,761
Q4 2024 Added 11.18%
$0
$8.51 Billion 1.08% of portfolio
313,993
Q4 2024 Reduced 3.12%
$0
$8.35 Billion 1.06% of portfolio
117,529
Q4 2024 Added 12.41%
$0
$8.1 Billion 1.03% of portfolio
40,888
Q4 2024 Added 8.14%
$581B
$7.71 Billion 0.98% of portfolio
24,400
Q4 2024 Added 1,425.0%
$0
$7.61 Billion 0.97% of portfolio
221,758
Q4 2024 Reduced 4.12%
$1.1T
$7.47 Billion 0.95% of portfolio
39,485
Q4 2024 Added 137.18%
$0
$7.42 Billion 0.94% of portfolio
47,866
Q4 2024 Added 9.76%
$0
$7.34 Billion 0.93% of portfolio
75,280
Q4 2024 Added 40.48%
$0
$7.23 Billion 0.92% of portfolio
211,823
Q4 2024 Reduced 3.58%
$0
$7.11 Billion 0.9% of portfolio
143,772
Q4 2024 Reduced 10.9%
$1.14T
$6.91 Billion 0.88% of portfolio
36,282
Q4 2024 Added 291.39%
$0
$6.51 Billion 0.83% of portfolio
124,688
Q4 2024 Added 6.76%
$0
$6.47 Billion 0.82% of portfolio
55,032
Q4 2024 Reduced 15.49%
$0
$6.49 Billion 0.82% of portfolio
28,913
Q4 2024 Added 17.77%
$0
$6.28 Billion 0.8% of portfolio
30,367
Q4 2024 Reduced 13.08%
$73.5B
$6.03 Billion 0.77% of portfolio
8,466
Q4 2024 Added 5,620.27%
$0
$6.06 Billion 0.77% of portfolio
35,788
Q4 2024 Added 1.52%
$0
$5.86 Billion 0.74% of portfolio
15,609
Q4 2024 Added 33.02%
$0
$5.77 Billion 0.73% of portfolio
81,737
Q4 2024 Reduced 2.63%
$470B
$5.63 Billion 0.71% of portfolio
6,146
Q4 2024 Added 931.21%
$0
$5.42 Billion 0.69% of portfolio
103,215
Q4 2024 Reduced 6.52%
$0
$5.29 Billion 0.67% of portfolio
91,174
Q4 2024 Added 1.79%
$628B
$5.25 Billion 0.67% of portfolio
11,591
Q4 2024 Reduced 7.29%
$0
$5.06 Billion 0.64% of portfolio
36,766
Q4 2024 Reduced 0.41%
$0
$4.75 Billion 0.6% of portfolio
8,823
Q4 2024 Added 354.79%
$0
$4.46 Billion 0.57% of portfolio
155,924
Q4 2024 Added 62.47%
$0
$4.4 Billion 0.56% of portfolio
100,016
Q4 2024 Reduced 6.22%
$347B
$4.34 Billion 0.55% of portfolio
32,300
Q4 2024 Added 46.75%
$0
$3.86 Billion 0.49% of portfolio
170,259
Q4 2024 Added 203.96%
$0
$3.69 Billion 0.47% of portfolio
133,225
Q4 2024 Added 215.49%

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
Track This Portfolio

Track Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email