Atlas Capital Advisors LLC
CIK Number: 0001434165
Main Sectors:
Top Industries:
Filing Date: Aug 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PG | The Procter & G... | 152.07 | -0.72% | 275.51K | 0.00% | 43.89M | 167.61 | 5.36% | Share |
| 2 | VGK | Vanguard FTSE E... | 80.90 | +0.22% | 421.97K | +14.11% | 32.7M | 65.9 | 3.99% | Share |
| 3 | PLMR | Palomar Holding... | 112.33 | +2.21% | 141.28K | 0.00% | 21.79M | 93.36 | 2.66% | Share |
| 4 | VSS | Vanguard FTSE A... | 143.00 | -0.02% | 131.2K | +15.48% | 17.63M | 113.6 | 2.15% | Share |
| 5 | SPEM | SPDR Portfolio ... | 47.22 | +0.24% | 382.44K | +2.90% | 16.35M | 34.02 | 2.00% | Share |
| 6 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 32.54K | -5.23% | 16.19M | 416.82 | 1.98% | Share |
| 7 | XLK | Technology Sele... | 286.24 | +0.57% | 63.65K | -16.33% | 16.12M | 139.44 | 1.97% | Share |
| 8 | AAPL | Apple Inc. | 257.13 | +0.66% | 73.6K | -3.48% | 15.1M | 202.07 | 1.84% | Share |
| 9 | XLF | Financial Selec... | 53.35 | -0.07% | 253.09K | -15.8% | 13.25M | 37.77 | 1.62% | Share |
| 10 | SCHC | Schwab Internat... | 45.64 | -0.02% | 292.66K | +16.07% | 12.46M | 36.13 | 1.52% | Share |
| 11 | IMTM | iShares MSCI In... | 47.93 | -0.04% | 263.12K | -2.08% | 12.02M | 34.33 | 1.47% | Share |
| 12 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 17.47K | -4.71% | 10.79M | 394.53 | 1.32% | Share |
| 13 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 45.8K | -3.15% | 10.05M | 214.47 | 1.23% | Share |
| 14 | VGT | Vanguard Inform... | 758.27 | +0.76% | 15.08K | -20.23% | 10M | 309.49 | 1.22% | Share |
| 15 | VFH | Vanguard Financ... | 130.02 | -0.02% | 77.51K | -3.35% | 9.87M | 88.97 | 1.21% | Share |
| 16 | XLI | Industrial Sele... | 154.19 | +0.25% | 66.39K | -1.69% | 9.79M | 101.91 | 1.20% | Share |
| 17 | IVLU | iShares Edge MS... | 35.62 | -0.25% | 290.05K | -2.54% | 9.54M | 23.65 | 1.17% | Share |
| 18 | FTEC | Fidelity MSCI I... | 225.72 | +0.79% | 46.08K | -14.36% | 9.09M | 113.17 | 1.11% | Share |
| 19 | XLC | Communication S... | 116.48 | -0.2% | 83.01K | -13.03% | 9.01M | 66.75 | 1.10% | Share |
| 20 | VPL | Vanguard Pacifi... | 88.47 | +0.33% | 104.34K | -4.14% | 8.57M | 66.58 | 1.05% | Share |
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