$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMF | DIREXION SHS ETF TR20yr tres bull | $1,038,274 | -12.2% | 133,112 | 0.0% | 1.46% | -8.5% | |
| HD | HOME DEPOT INC | $226,767 | +5.3% | 730 | 0.0% | 0.32% | +9.6% | |
| SIMPLIFY EXCHANGE TRADED FUNintmd term trsry | $209,696 | -9.6% | 14,265 | 0.0% | 0.30% | -6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 11 | Q2 2024 | 21.6% |
| ISHARES TR | 11 | Q2 2024 | 19.6% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.3% |
| SPDR GOLD TR | 11 | Q2 2024 | 0.9% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 0.8% |
| SPDR S&P 500 ETF TR | 9 | Q2 2024 | 23.8% |
| INVESCO QQQ TR | 9 | Q2 2024 | 13.2% |
| HOME DEPOT INC | 9 | Q1 2024 | 0.4% |
| ISHARES TR | 8 | Q3 2023 | 29.9% |
| SIMPLIFY EXCHANGE TRADED FUN | 8 | Q3 2023 | 29.5% |
View Atlas Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-25 |
| 13F-HR/A | 2022-04-27 |
View Atlas Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.