Atlas Financial Advisors

Atlas Financial Advisors as of March 31, 2024

Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 35 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.1 $15M 29k 523.06
Ishares Tr Iboxx Hi Yd Etf (HYG) 18.9 $12M 157k 77.73
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 15.2 $9.8M 124k 79.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.2 $7.8M 18k 444.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.1 $3.9M 67k 58.11
Ishares Tr 20 Yr Tr Bd Etf (TLT) 4.9 $3.2M 34k 94.62
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 1.5 $946k 17k 54.50
Us Bancorp Del Com New (USB) 1.3 $864k 19k 44.70
Microsoft Corporation (MSFT) 1.2 $770k 1.8k 420.72
Lauder Estee Cos Cl A (EL) 1.1 $703k 4.6k 154.15
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.0 $669k 26k 25.51
Pacer Fds Tr Pacer Us Small (CALF) 1.0 $640k 13k 49.16
Amazon (AMZN) 0.9 $586k 3.2k 180.38
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.9 $548k 24k 22.66
Costco Wholesale Corporation (COST) 0.8 $537k 733.00 732.63
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.8 $526k 39k 13.67
Apple (AAPL) 0.8 $519k 3.0k 171.48
Spdr Gold Tr Gold Shs (GLD) 0.8 $517k 2.5k 205.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $453k 4.9k 92.72
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $399k 4.0k 100.89
Spdr Ser Tr Aerospace Def (XAR) 0.6 $390k 2.8k 140.51
Fidelity National Information Services (FIS) 0.6 $365k 4.9k 74.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $345k 4.3k 80.64
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $298k 1.3k 224.99
Vanguard World Health Car Etf (VHT) 0.4 $284k 1.0k 270.52
NVIDIA Corporation (NVDA) 0.4 $283k 313.00 903.56
Sealed Air (SEE) 0.4 $273k 7.3k 37.20
Hanesbrands (HBI) 0.4 $256k 44k 5.80
Digital Realty Trust (DLR) 0.4 $249k 1.7k 144.04
Spdr Ser Tr S&p Semicndctr (XSD) 0.4 $247k 1.1k 232.10
National Health Investors (NHI) 0.4 $240k 3.8k 62.83
Home Depot (HD) 0.4 $240k 625.00 383.60
Fidelity Wise Origin Bitcoin SHS 0.4 $235k 3.8k 62.06
Lithium Amers Corp Com Shs (LAC) 0.2 $125k 19k 6.72
Lithium Americas Argentina C Com Shs (LAAC) 0.2 $109k 20k 5.39