Atlas Capital Advisors LLC Reduced Holdings in Q4 2024

Atlas Capital Advisors LLC

  • $788 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-41.9K
- 17.56%
$63.27 - $70.31 $2.65M - $2.95M
197K $12.5B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-65.6K
- 18.61%
$37.33 - $40.39 $2.45M - $2.65M
287K $10.7B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-9.65K
- 8.44%
$114.08 - $125.68 $1.1M - $1.21M
105K $12B
VHT
Vanguard Health Care ETF

ETFs
-3.25K
- 7.57%
$250.81 - $283.3 $814K - $920K
39.6K $10.1B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-79.5K
- 51.22%
$20.55 - $23.26 $1.63M - $1.85M
75.7K $1.59B
VT
Vanguard Total World Stk Index

ETFs
-10.1K
- 15.49%
$117.09 - $123.07 $1.18M - $1.24M
55K $6.47B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-9.54K
- 4.12%
$33.93 - $38.37 $324K - $366K
222K $7.61B
QCOM
Qualcomm Inc

Technology
-7.23K
- 79.94%
$150.4 - $178.04 $1.09M - $1.29M
1.81K $279M
HCA
Hca Healthcare, Inc.

Healthcare
-2.15K
- 38.76%
$297.52 - $415.61 $639K - $893K
3.4K $1.02B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-17.6K
- 10.9%
$49.28 - $52.29 $867K - $920K
144K $7.11B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.86K
- 3.58%
$34.13 - $37.35 $268K - $294K
212K $7.23B
ELV
Elevance Health, Inc.

Healthcare
-891
- 19.56%
$365.96 - $514.62 $326K - $459K
3.66K $1.35B
EFV
Msci Eafe Value ETF

ETFs
-7.2K
- 6.52%
$51.78 - $57.15 $373K - $411K
103K $5.42B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.57K
- 13.08%
$201.32 - $217.44 $920K - $993K
30.4K $6.28B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-9.91K
- 29.46%
$53.86 - $60.27 $534K - $597K
23.7K $1.28B
DFIV
Dimensional ETF Tr

ETFs
-17.4K
- 36.13%
$34.86 - $37.97 $607K - $661K
30.8K $1.09B
AMAT
Applied Materials Inc

Technology
-143
- 0.8%
$161.44 - $213.89 $23.1K - $30.6K
17.8K $2.89B
XLI
Industrial Sector Spdr

ETFs
-3.28K
- 4.45%
$131.76 - $143.99 $432K - $472K
70.3K $9.27B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.63K
- 6.22%
$44.04 - $49.49 $292K - $328K
100K $4.4B
BLDR
Builders First Source, Inc.

Industrials
-1.72K
- 21.79%
$142.93 - $198.25 $245K - $340K
6.16K $880M
XLV
Select Sector Spdr Fund Health

ETFs
-153
- 0.41%
$136.28 - $154.74 $20.9K - $23.7K
36.8K $5.06B
XLU
Utilities Sector Spdr

ETFs
-5.38K
- 14.79%
$74.89 - $82.93 $403K - $446K
31K $2.34B
KLAC
Kla Corp

Technology
-20
- 0.51%
$614.46 - $829.55 $12.3K - $16.6K
3.89K $2.45B
UHS
Universal Health Services Inc

Healthcare
-1.92K
- 43.87%
$175.8 - $236.9 $337K - $454K
2.45K $440M
FSLR
First Solar, Inc.

Technology
-2.09K
- 79.82%
$175.88 - $240.66 $367K - $502K
527 $92.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.2K
- 6.99%
$64.85 - $73.04 $207K - $234K
42.5K $2.78B
CRUS
Cirrus Logic, Inc.

Technology
-4.05K
- 77.65%
$99.58 - $125.3 $403K - $507K
1.17K $116M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-911
- 7.29%
$442.29 - $483.08 $403K - $440K
11.6K $5.25B
CI
Cigna Corp

Healthcare
-1.21K
- 73.39%
$265.59 - $358.58 $320K - $432K
437 $121M
HIW
Highwoods Properties, Inc.

Real Estate
-12.1K
- 76.89%
$29.37 - $36.37 $356K - $441K
3.65K $111M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3.28K
- 49.83%
$107.06 - $123.74 $351K - $406K
3.3K $361M
OGN
Organon & Co.

Healthcare
-20.6K
- 85.33%
$14.44 - $18.83 $298K - $388K
3.55K $52.9M
LEN
Lennar Corp

Consumer Cyclical
-48
- 0.61%
$136.2 - $188.96 $6.54K - $9.07K
7.8K $1.06B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-12.1K
- 51.6%
$26.61 - $29.85 $322K - $361K
11.3K $306M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-4.93K
- 10.73%
$48.17 - $53.38 $238K - $263K
41K $2B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.67K
- 6.61%
$55.45 - $61.08 $148K - $163K
37.8K $2.09B
THC
Tenet Healthcare Corp

Healthcare
-58
- 0.65%
$125.42 - $168.52 $7.27K - $9.77K
8.88K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.02K
- 5.33%
$567.81 - $607.81 $577K - $618K
18.1K $10.6B
DHI
Horton D R Inc

Consumer Cyclical
-164
- 2.49%
$137.24 - $194.56 $22.5K - $31.9K
6.43K $898M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-3.92K
- 9.07%
$70.31 - $77.39 $275K - $303K
39.3K $2.76B
PHG
Koninklijke Philips Nv

Healthcare
-9.93K
- 91.98%
$24.71 - $32.66 $245K - $324K
865 $21.9M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-2.38K
- 9.11%
$55.42 - $61.69 $132K - $147K
23.8K $1.32B
PHM
Pultegroup Inc

Consumer Cyclical
-31
- 0.35%
$108.86 - $149.04 $3.37K - $4.62K
8.88K $967M
VOD
Vodafone Group Public LTD CO

Communication Services
-29.2K
- 73.68%
$8.37 - $9.95 $244K - $290K
10.4K $88.4M
EDPFY
Edp Elect De Portugal S A (Rep

Utilities
-6.11K
- 75.85%
$32.08 - $45.23 $196K - $276K
1.95K $62.6M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-2.21K
- 2.63%
$70.12 - $75.48 $155K - $167K
81.7K $5.77B
URI
United Rentals, Inc.

Industrials
-109
- 5.62%
$704.44 - $880.32 $76.8K - $96K
1.83K $1.29B
RKT
Rocket Companies, Inc.

Financial Services
-12.3K
- 76.37%
$11.03 - $19.27 $135K - $236K
3.79K $42.7M
MCHP
Microchip Technology Inc

Technology
-3.05K
- 86.95%
$55.51 - $79.05 $169K - $241K
457 $26.2M
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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