Atlas Capital Advisors LLC Incresed Positions 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
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
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
GM
General Motors CO

Consumer Cyclical
14.5K
+ 119.77%
$44.82 - $60.2 $648K - $871K
26.5K $1.41B
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
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
TNL
Travel & Leisure Co.

Consumer Cyclical
10.8K
+ 1141.03%
$45.26 - $56.28 $490K - $609K
11.8K $594M
WHR
Whirlpool Corp

Consumer Cyclical
4.76K
+ 17622.22%
$99.28 - $124.45 $472K - $592K
4.79K $548M
VBR
Vanguard Small Cap Value ETF

ETFs
3.08K
+ 8.14%
$197.36 - $217.3 $607K - $669K
40.9K $8.1B
CHTR
Charter Communications, Inc.

Communication Services
1.37K
+ 1961.43%
$315.38 - $408.02 $433K - $560K
1.44K $495M
COP
Conocophillips

Energy
4.74K
+ 619.06%
$95.12 - $114.72 $451K - $544K
5.51K $546M
FOXA
Fox Corp

Communication Services
7.86K
+ 113.41%
$41.35 - $49.99 $325K - $393K
14.8K $719M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.96K
+ 2385.54%
$101.77 - $113.02 $403K - $448K
4.13K $436M
COF
Capital One Financial Corp

Financial Services
1.92K
+ 80.35%
$145.19 - $192.01 $278K - $368K
4.31K $768M
DBX
Dropbox, Inc.

Technology
13K
+ 1545.48%
$25.05 - $30.8 $325K - $400K
13.8K $415M
BX
Blackstone Inc.

Financial Services
2K
+ 125.0%
$148.45 - $199.05 $297K - $398K
3.6K $621M
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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