HoldingsChannel.com
Atlas Capital Advisors LLC Top Holdings
As of  06/30/2023, below is a summary of the Atlas Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Atlas Capital Advisors LLC. In the Atlas Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Atlas Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Atlas Capital Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
Procter Gamble Co 283,010 -531 $42,944
     PG283,010-531$42,944
Microsoft Corp 61,197 -9,077 $20,840
     MSFT61,197-9,077$20,840
Austex Oil Ltd      $18,275
     AOK518,500UNCH$18,272
     Equity252,277UNCH$3
Vanguard European Stock ETF (VGK) 260,875 -21,924 $16,096
     VGK260,875-21,924$16,096
SPDR S P Info Technology ETF (XLK) 82,137 -9,045 $14,280
     XLK82,137-9,045$14,280
iShares Edge MSCI Intl ETF (IMTM) 429,772 +9,508 $14,268
     IMTM429,772+9,508$14,268
Apple Inc 72,833 -175 $14,127
     AAPL72,833-175$14,127
Palomar Holdings Inc 208,784 -157,500 $12,118
     PLMR208,784-157,500$12,118
iShares Barclays 1 3 Year Treasury ETF (SHY) 144,229 +4,082 $11,694
     SHY144,229+4,082$11,694
Vanguard Ftse All Wld Ex US Small Cap ETF (VSS) 105,557 +8,982 $11,662
     VSS105,557+8,982$11,662
iShares 0 5 Year Tips Bond ETF (STIP) 119,217 +17,816 $11,636
     STIP119,217+17,816$11,636
SPDR Emerging Market ETF (SPEM) 284,430 +3,541 $9,779
     SPEM284,430+3,541$9,779
Splunk Inc 91,000 -26,823 $9,654
     SPLK91,000-26,823$9,654
SPDR S P 500 ETF (SPY) 21,541 -50 $9,549
     SPY21,541-50$9,549
iShares Edge MSCI Intl Value Factor ETF (IVLU) 372,825 +47,789 $9,488
     IVLU372,825+47,789$9,488
Vanguard Health Care ETF (VHT) 36,446 -4,442 $8,923
     VHT36,446-4,442$8,923
Schwab Intl Small Cap Equity ETF (SCHC) 254,072 -14,024 $8,580
     SCHC254,072-14,024$8,580
Vanguard Mid Cap Value ETF (VOE) 61,901 +8,448 $8,566
     VOE61,901+8,448$8,566
Vanguard Ftse Pacific ETF (VPL) 122,775 -11,573 $8,560
     VPL122,775-11,573$8,560
SPDR S P Industrials ETF (XLI) 77,702 -6,887 $8,339
     XLI77,702-6,887$8,339
Vanguard Information Technology ETF (VGT) 18,830 -4,059 $8,326
     VGT18,830-4,059$8,326
Vanguard Total Stock Market ETF (VTI) 36,568 -4,785 $8,055
     VTI36,568-4,785$8,055
SPDR Communications Services ETF (XLC) 107,240 +22,103 $6,979
     XLC107,240+22,103$6,979
Fidelity MSCI Information Tech ETF (FTEC) 47,294 -9,405 $6,178
     FTEC47,294-9,405$6,178
Regeneron Pharmaceuticals Inc 8,485 -2 $6,097
     REGN8,485-2$6,097
iShares MSCI EAFE Value ETF (EFV) 124,443 -2,916 $6,090
     EFV124,443-2,916$6,090
Visa Inc 24,745 +700 $5,876
     V24,745+700$5,876
Vanguard Total World Stock ETF (VT) 59,891 -1,920 $5,808
     VT59,891-1,920$5,808
Amazon Com Inc 42,610 +1,000 $5,555
     AMZN42,610+1,000$5,555
SPDR S P Financial ETF (XLF) 164,802 +1,404 $5,555
     XLF164,802+1,404$5,555
SPDR Developed World Ex US ETF (SPDW) 170,448 +4,138 $5,546
     SPDW170,448+4,138$5,546
Fidelity MSCI Consumer Discretionary ETF (FDIS) 74,740 +17,242 $5,480
     FDIS74,740+17,242$5,480
iShares MSCI US Momentum ETF (MTUM) 35,652 -2,292 $5,143
     MTUM35,652-2,292$5,143
Vanguard Value ETF (VTV) 34,714 -5,158 $4,933
     VTV34,714-5,158$4,933
Berkshire Hathaway Inc      $4,668
     BRK.B13,689+101$4,668
Vanguard Short Term Tips ETF (VTIP) 96,898 -13,606 $4,595
     VTIP96,898-13,606$4,595
Fidelity MSCI Consumer Staples ETF (FSTA) 99,409 -5,117 $4,515
     FSTA99,409-5,117$4,515
Vanguard Communications Services ETF (VOX) 42,298 +7,900 $4,497
     VOX42,298+7,900$4,497
Alphabet Inc A 36,991 +231 $4,428
     GOOGL36,991+231$4,428
JP Morgan Betabuilders Canada ETF (BBCA) 66,567 +21,915 $4,078
     BBCA66,567+21,915$4,078
SPDR S P Consumer Discretionary ETF (XLY) 23,853 +7,419 $4,051
     XLY23,853+7,419$4,051
Alphabet Inc C 32,160 +1,520 $3,890
     GOOG32,160+1,520$3,890
Vanguard Energy ETF (VDE) 33,857 +4,228 $3,822
     VDE33,857+4,228$3,822
Vanguard Emerging Markets ETF (VWO) 93,072 -25,819 $3,786
     VWO93,072-25,819$3,786
Vanguard Financials ETF (VFH) 41,857 -5,617 $3,400
     VFH41,857-5,617$3,400
iShares MSCI Core EM ETF (IEMG) 68,035 +16,183 $3,353
     IEMG68,035+16,183$3,353
SPDR S P Health Care ETF (XLV) 24,745 +3,172 $3,285
     XLV24,745+3,172$3,285
ArhaUS Inc 313,220 UNCH $3,267
     ARHS313,220UNCH$3,267
Costco Wholesale Corp 5,532 +438 $2,978
     COST5,532+438$2,978
Deere Co 7,109 -43 $2,880
     DE7,109-43$2,880

See Full List: All Stocks Held By Atlas Capital Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Atlas Capital Advisors LLC

Size ($ in 1000's)
At 06/30/2023: $659,821
At 03/31/2023: $635,549

Atlas Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

Atlas Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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