Atlas Financial Advisors, Inc. - Q2 2023 holdings

$71.1 Million is the total value of Atlas Financial Advisors, Inc.'s 30 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .

 Value Shares↓ Weighting
AAPL ExitAPPLE INC$0-1,232
-100.0%
-0.28%
QQD ExitSIMPLIFY EXCHANGE TRADED FUNnasdaq 100 ds cn$0-9,188
-100.0%
-0.29%
SECT ExitNORTHERN LTS FD TR IVmain sectr rotn$0-6,196
-100.0%
-0.34%
DBA ExitINVESCO DB MULTI-SECTOR COMMagriculture fd$0-23,181
-100.0%
-0.64%
MLPX ExitGLOBAL X FDSglb x mlp enrg i$0-14,723
-100.0%
-0.80%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-07-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
PIMCO ETF TR11Q2 202421.6%
ISHARES TR11Q2 202419.6%
MICROSOFT CORP11Q2 20241.3%
SPDR GOLD TR11Q2 20240.9%
SCHWAB STRATEGIC TR11Q2 20240.8%
SPDR S&P 500 ETF TR9Q2 202423.8%
INVESCO QQQ TR9Q2 202413.2%
HOME DEPOT INC9Q1 20240.4%
ISHARES TR8Q3 202329.9%
SIMPLIFY EXCHANGE TRADED FUN8Q3 202329.5%

View Atlas Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-05
13F-HR2024-05-13
13F-HR2024-02-12
13F-HR2023-10-11
13F-HR2023-07-17
13F-HR2023-04-25
13F-HR2023-01-24
13F-HR2022-10-19
13F-HR2022-07-25
13F-HR/A2022-04-27

View Atlas Financial Advisors, Inc.'s complete filings history.

Export Atlas Financial Advisors, Inc.'s holdings