Atlas Capital Advisors LLC
CIK Number: 0001434165
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PG | The Procter & G... | 152.14 | -0.18% | 275.51K | -1.7% | 46.95M | 167.61 | 5.87% | Share |
| 2 | VGK | Vanguard FTSE E... | 78.14 | -0.96% | 369.8K | +88.07% | 25.96M | 64.26 | 3.24% | Share |
| 3 | PLMR | Palomar Holding... | 114.40 | -2.25% | 141.28K | 0.00% | 19.37M | 93.36 | 2.42% | Share |
| 4 | AAPL | Apple Inc. | 256.87 | +1.81% | 76.26K | -2.5% | 16.94M | 202.07 | 2.12% | Share |
| 5 | XLK | Technology Sele... | 277.94 | -0.2% | 76.07K | -30.76% | 15.71M | 139.44 | 1.96% | Share |
| 6 | XLF | Financial Selec... | 53.48 | -0.24% | 300.57K | +12.61% | 14.97M | 37.77 | 1.87% | Share |
| 7 | SPEM | SPDR Portfolio ... | 46.40 | -0.49% | 371.67K | -9.05% | 14.63M | 33.77 | 1.83% | Share |
| 8 | VSS | Vanguard FTSE A... | 141.02 | -0.66% | 113.61K | +8.58% | 13.13M | 110.38 | 1.64% | Share |
| 9 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 34.34K | -39.6% | 12.89M | 416.82 | 1.61% | Share |
| 10 | IMTM | iShares MSCI In... | 46.99 | -0.57% | 268.71K | -6.3% | 10.73M | 34.33 | 1.34% | Share |
| 11 | VOE | Vanguard Mid-Ca... | 172.23 | -0.73% | 65.07K | +4.29% | 10.45M | 137.92 | 1.30% | Share |
| 12 | VGT | Vanguard Inform... | 736.59 | -0.33% | 18.91K | -7.64% | 10.26M | 309.49 | 1.28% | Share |
| 13 | SPY | SPDR S&P 500 ET... | 657.97 | -0.47% | 18.33K | +1.41% | 10.26M | 394.53 | 1.28% | Share |
| 14 | VHT | Vanguard Health... | 250.30 | -1.61% | 38.52K | -2.77% | 10.2M | 240.87 | 1.27% | Share |
| 15 | VFH | Vanguard Financ... | 130.65 | -0.27% | 80.2K | -7.33% | 9.58M | 88.97 | 1.20% | Share |
| 16 | XLC | Communication S... | 117.04 | -0.33% | 95.45K | +1.80% | 9.21M | 66.75 | 1.15% | Share |
| 17 | SCHC | Schwab Internat... | 44.80 | -0.67% | 252.15K | +13.71% | 9.05M | 35.1 | 1.13% | Share |
| 18 | IVLU | iShares Edge MS... | 35.15 | -0.62% | 297.61K | -5.22% | 9.02M | 23.65 | 1.13% | Share |
| 19 | AMZN | Amazon.com, Inc... | 218.15 | -0.94% | 47.29K | +1.69% | 9M | 214.47 | 1.12% | Share |
| 20 | VTI | Vanguard Total ... | 325.10 | -0.55% | 32.3K | -8.93% | 8.88M | 186.21 | 1.11% | Share |
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