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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$396B
$47 Billion 5.96% of portfolio
280,269
Q4 2024 Added 14,112.42%
$3.1T
$24 Billion 3.04% of portfolio
56,851
Q4 2024 Added 287.03%
$3.95T
$19.6 Billion 2.49% of portfolio
78,213
Q4 2024 Added 84.77%
$3.05B
$14.9 Billion 1.89% of portfolio
141,284
Q4 2024 Added 175.49%
$2.27T
$10.2 Billion 1.3% of portfolio
46,507
Q4 2024 Added 656.83%
$573B
$7.71 Billion 0.98% of portfolio
24,400
Q4 2024 Added 1,425.0%
$1.1T
$7.47 Billion 0.95% of portfolio
39,485
Q4 2024 Added 137.18%
$1.14T
$6.91 Billion 0.88% of portfolio
36,282
Q4 2024 Added 291.39%
$74.6B
$6.03 Billion 0.77% of portfolio
8,466
Q4 2024 Added 5,620.27%
$458B
$5.63 Billion 0.71% of portfolio
6,146
Q4 2024 Added 931.21%
$627B
$5.25 Billion 0.67% of portfolio
11,591
Q4 2024 Reduced 7.29%
$349B
$4.34 Billion 0.55% of portfolio
32,300
Q4 2024 Added 46.75%
$237B
$3.7 Billion 0.47% of portfolio
16,826
Q4 2024 Reduced 0.92%
$86.7B
$3.19 Billion 0.4% of portfolio
5,591
Q4 2024 Reduced 0.18%
$186B
$3.15 Billion 0.4% of portfolio
138,374
Q4 2024 Reduced 0.61%
$150B
$2.99 Billion 0.38% of portfolio
7,057
Q4 2024 Added 420.04%
$1.56T
$2.69 Billion 0.34% of portfolio
4,602
Q4 2024 Reduced 1.41%
$40.2B
$2.55 Billion 0.32% of portfolio
8,084
Q4 2024 Reduced 4.09%
$110B
$2.45 Billion 0.31% of portfolio
3,890
Q4 2024 Reduced 0.51%
$177B
$2.22 Billion 0.28% of portfolio
11,862
Q4 2024 Added 2,467.53%
$123B
$2.18 Billion 0.28% of portfolio
6,582
Q4 2024 Reduced 0.93%
$116B
$2.19 Billion 0.28% of portfolio
14,799
Q4 2024 Reduced 0.66%
$178B
$2.17 Billion 0.28% of portfolio
54,243
Q4 2024 Added 3.35%
$645M
$2.1 Billion 0.27% of portfolio
223,512
Q4 2024 New
$31.1B
$2 Billion 0.25% of portfolio
17,381
Q4 2024 Reduced 0.45%
$16.3B
$1.9 Billion 0.24% of portfolio
5,700
Q4 2024 New
$783B
$1.83 Billion 0.23% of portfolio
7,654
Q4 2024 Added 4.07%
$330B
$1.8 Billion 0.23% of portfolio
8,164
Q4 2024 Added 0.62%
$159B
$1.76 Billion 0.22% of portfolio
6,752
Q4 2024 Added 455.72%
$233B
$1.69 Billion 0.21% of portfolio
14,971
Q4 2024 Added 931.77%
$112B
$1.64 Billion 0.21% of portfolio
19,545
Q3 2024 Added 6.23%
$830B
$1.53 Billion 0.19% of portfolio
1,976
Q4 2024 Reduced 1.64%
$22.4B
$1.51 Billion 0.19% of portfolio
10,463
Q4 2024 Added 1.01%
$264B
$1.44 Billion 0.18% of portfolio
15,935
Q4 2024 Reduced 4.05%
$68B
$1.41 Billion 0.18% of portfolio
26,535
Q4 2024 Added 119.77%
$28B
$1.39 Billion 0.18% of portfolio
65,025
Q4 2024 Reduced 0.08%
$475B
$1.39 Billion 0.18% of portfolio
8,326
Q4 2024 Reduced 1.03%
$9.85B
$1.37 Billion 0.17% of portfolio
12,640
Q4 2024 Reduced 0.35%
$470B
$1.32 Billion 0.17% of portfolio
2,608
Q2 2024 Reduced 1.51%
$266B
$1.34 Billion 0.17% of portfolio
22,651
Q4 2024 Added 257.5%
$93.8B
$1.35 Billion 0.17% of portfolio
3,664
Q4 2024 Reduced 19.56%
$18.9B
$1.33 Billion 0.17% of portfolio
34,688
Q4 2024 Reduced 0.34%
$202B
$1.29 Billion 0.16% of portfolio
11,563
Q4 2024 Added 18,253.97%
$355B
$1.26 Billion 0.16% of portfolio
7,106
Q4 2024 Added 405.41%
$48.2B
$1.29 Billion 0.16% of portfolio
1,832
Q4 2024 Reduced 5.62%
$43.9B
$1.26 Billion 0.16% of portfolio
26,499
Q4 2024 Added 15.27%
$89.3B
$1.18 Billion 0.15% of portfolio
1,860
Q4 2024 Reduced 17.15%
$15B
$1.16 Billion 0.15% of portfolio
15,868
Q4 2024 Added 5.08%
$67.9B
$1.22 Billion 0.15% of portfolio
8,851
Q4 2024 Reduced 9.66%

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
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