Atlas Capital Advisors LLC Purchases in Q4 2024

Atlas Capital Advisors LLC

  • $788 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
278K
+ 14112.42%
$161.05 - $179.7 $44.8M - $50M
280K $47B
MSFT
Microsoft Corp

Technology
42.2K
+ 287.03%
$406.35 - $454.46 $17.1M - $19.2M
56.9K $24B
PLMR
Palomar Holdings, Inc.

Financial Services
90K
+ 175.49%
$88.38 - $112.17 $7.95M - $10.1M
141K $14.9B
AAPL
Apple Inc.

Technology
35.9K
+ 84.77%
$221.69 - $259.02 $7.96M - $9.29M
78.2K $19.6B
AMZN
Amazon Com Inc

Consumer Cyclical
40.4K
+ 656.83%
$180.88 - $232.93 $7.3M - $9.4M
46.5K $10.2B
V
Visa Inc.

Financial Services
22.8K
+ 1425.0%
$273.87 - $320.91 $6.24M - $7.32M
24.4K $7.71B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8.32K
+ 5620.27%
$701.85 - $1046.91 $5.84M - $8.71M
8.47K $6.03B
GOOG
Alphabet Inc.

Communication Services
27K
+ 291.39%
$163.08 - $198.16 $4.41M - $5.35M
36.3K $6.91B
COST
Costco Wholesale Corp

Consumer Defensive
5.55K
+ 931.21%
$873.59 - $994.69 $4.85M - $5.52M
6.15K $5.63B
GOOGL
Alphabet Inc.

Communication Services
22.8K
+ 137.18%
$161.86 - $196.66 $3.7M - $4.49M
39.5K $7.47B
FDIS
Fidelity Covington Tr Msci Con

ETFs
21.7K
+ 40.48%
$85.33 - $104.24 $1.85M - $2.26M
75.3K $7.34B
DE
Deere & CO

Industrials
5.7K
+ 420.04%
$389.45 - $466.0 $2.22M - $2.66M
7.06K $2.99B
TXN
Texas Instruments Inc

Technology
11.4K
+ 2467.53%
N/A
11.9K $2.22B
ARHS
Arhaus, Inc.

Consumer Cyclical
224K
New
$8.48 - $11.76 $1.9M - $2.63M
224K $2.1B
CYBR
Cyber Ark Software Ltd.

Technology
5.7K
New
$274.1 - $333.15 $1.56M - $1.9M
5.7K $1.9B
VCR
Vanguard Consumer Discretionar

ETFs
3.88K
+ 33.02%
$328.51 - $401.37 $1.27M - $1.56M
15.6K $5.86B
NVDA
Nvidia Corp

Technology
10.3K
+ 46.75%
$117.0 - $148.88 $1.2M - $1.53M
32.3K $4.34B
XLY
Select Sector Spdr Consumer Di

ETFs
4.36K
+ 17.77%
$194.8 - $239.43 $850K - $1.04M
28.9K $6.49B
FLJP
Franklin Templeton ETF Tr

ETFs
60K
+ 62.47%
$28.25 - $30.5 $1.69M - $1.83M
156K $4.46B
ABT
Abbott Laboratories

Healthcare
13.5K
+ 931.77%
$111.93 - $119.39 $1.51M - $1.61M
15K $1.69B
XLK
Technology Sector Spdr

ETFs
3.37K
+ 3.16%
$220.26 - $241.44 $741K - $813K
110K $25.5B
XLC
Select Sector Spdr Tr Communic

ETFs
9.43K
+ 11.18%
$89.66 - $102.16 $845K - $963K
93.8K $9.08B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
37K
+ 1622.07%
$38.96 - $43.28 $1.44M - $1.6M
39.3K $1.55B
AMGN
Amgen Inc

Healthcare
5.54K
+ 455.72%
$258.78 - $328.31 $1.43M - $1.82M
6.75K $1.76B
XLF
Financial Sector Spdr

ETFs
10.6K
+ 4.12%
$44.89 - $51.34 $475K - $543K
267K $12.9B
DIS
Walt Disney CO

Communication Services
11.5K
+ 18253.97%
$92.39 - $117.6 $1.06M - $1.35M
11.6K $1.29B
FCOM
Fidelity Covington Tr Msci Com

ETFs
16.8K
+ 37.51%
$54.65 - $61.96 $916K - $1.04M
61.4K $3.61B
TSLA
Tesla, Inc.

Consumer Cyclical
2.67K
New
$213.65 - $479.86 $571K - $1.28M
2.67K $1.08B
VOX
Vanguard Communication Service

ETFs
4.26K
+ 9.76%
$144.31 - $163.57 $614K - $696K
47.9K $7.42B
CSCO
Cisco Systems, Inc.

Technology
16.3K
+ 257.5%
$52.45 - $60.02 $856K - $979K
22.7K $1.34B
ABBV
Abb Vie Inc.

Healthcare
5.7K
+ 405.41%
$164.99 - $203.87 $940K - $1.16M
7.11K $1.26B
BMY
Bristol Myers Squibb CO

Healthcare
15.6K
+ 487.03%
$51.92 - $59.94 $809K - $934K
18.8K $1.06B
BBH
Vaneck ETF Tr Biotech ETF

ETFs
5.7K
New
$156.32 - $178.25 $891K - $1.02M
5.7K $895M
GM
General Motors CO

Consumer Cyclical
14.5K
+ 119.77%
$44.82 - $60.2 $648K - $871K
26.5K $1.41B
Heidelberg Metals Ag
35.1K
New
N/A
35.1K $852M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.5K
+ 68.95%
$58.88 - $64.8 $971K - $1.07M
40.4K $2.38B
JNJ
Johnson & Johnson

Healthcare
5.7K
+ 9344.26%
$143.34 - $165.86 $817K - $945K
5.76K $833M
ZM
Zoom Video Communications, Inc.

Technology
8.75K
+ 358.18%
$67.21 - $89.03 $588K - $779K
11.2K $914M
SYY
Sysco Corp

Consumer Defensive
9.5K
+ 118750.0%
$73.63 - $81.77 $699K - $777K
9.51K $727M
EMR
Emerson Electric CO

Industrials
5.8K
New
$108.13 - $134.33 $627K - $779K
5.8K $719M
MMM
3 M CO

Industrials
5.3K
+ 270.51%
$124.74 - $137.12 $661K - $727K
7.26K $937M
KD
Kyndryl Holdings, Inc.

Technology
18.3K
+ 646.3%
$22.43 - $35.79 $410K - $653K
21.1K $729M
RTX
Raytheon Technologies Corp

Industrials
5.7K
+ 16285.71%
$114.45 - $127.21 $652K - $725K
5.74K $664M
BDX
Becton Dickinson & CO

Healthcare
2.85K
+ 28500.0%
$220.02 - $243.75 $627K - $695K
2.86K $649M
DFS
Discover Financial Services

Financial Services
3.17K
+ 174.71%
$136.3 - $182.67 $432K - $579K
4.99K $864M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.04K
New
$100.24 - $101.35 $606K - $612K
6.04K $608M
Liberty Media Corp C
8.91K
New
N/A
8.91K $606M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12K
New
$50.37 - $50.6 $603K - $606K
12K $603M
TNL
Travel & Leisure Co.

Consumer Cyclical
10.8K
+ 1141.03%
$45.26 - $56.28 $490K - $609K
11.8K $594M
Activity Summary
Buys All Purchases 273 New Holdings 93 Increased Positions 180 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 0 Puts 0
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