Loading…
CIK 0001924030 • 1 13F filing • Apr 17, 2025 – Apr 17, 2025
Import this data to Google Sheets with:
=jivedata("atlas-financial-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $289K | 0.5% | 1,316 SH | |
| APPLE INC | COM | $360K | 0.6% | 1,438 SH | |
| BONDBLOXX ETF TRUST | BBB RATED 1 5 YE | $819K | 1.3% | 16,222 SH | |
| BONDBLOXX ETF TRUST | BBB RATED 10 YE | $2.2M | 3.4% | 45,017 SH | |
| BONDBLOXX ETF TRUST | BBB RATED 5 10 Y | $1.4M | 2.2% | 27,725 SH | |
| BONDBLOXX ETF TRUST | IR M TAXAWARE | $332K | 0.5% | 6,592 SH | |
| BONDBLOXX ETF TRUST | JP MORGAN USD EM | $359K | 0.6% | 8,617 SH | |
| BONDBLOXX ETF TRUST | USD HIGH YIELD B | $989K | 1.5% | 66,176 SH | |
| COSTCO WHSL CORP NEW | COM | $264K | 0.4% | 288 SH | |
| DIREXION SHS ETF TR | AUSPCE CMD STG | $252K | 0.4% | 8,910 SH | |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | $694K | 1.1% | 17,364 SH | |
| GLOBAL X FDS | ADAPTIVE US | $203K | 0.3% | 4,836 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $570K | 0.9% | 5,704 SH | |
| HOME DEPOT INC | COM | $205K | 0.3% | 528 SH | |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | $516K | 0.8% | 12,991 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $663K | 1.0% | 10,031 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.7M | 10.4% | 13,045 SH | |
| ISHARES TR | 20 YR TR BD ETF | $2.0M | 3.2% | 23,398 SH | |
| ISHARES TR | IBOXX HI YD ETF | $11.5M | 17.9% | 146,053 SH | |
| LITHIUM AMERICAS ARGENTINA C | COM SHS | $46K | 0.1% | 17,739 SH | |
| LOWES COS INC | COM | $342K | 0.5% | 1,386 SH | |
| MICROSOFT CORP | COM | $447K | 0.7% | 1,060 SH | |
| NVIDIA CORPORATION | COM | $417K | 0.7% | 3,102 SH | |
| OCCIDENTAL PETE CORP | COM | $203K | 0.3% | 4,108 SH | |
| PACER FDS TR | US CASH COWS 100 | $3.4M | 5.3% | 60,342 SH | |
| PIMCO ETF TR | 25YR+ ZERO U S | $6.5M | 10.2% | 95,284 SH | |
| REALTY INCOME CORP | COM | $360K | 0.6% | 6,747 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $523K | 0.8% | 19,139 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $678K | 1.1% | 24,323 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $868K | 1.4% | 33,598 SH | |
| SPDR GOLD TR | GOLD SHS | $682K | 1.1% | 2,816 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $14.8M | 23.1% | 25,299 SH | |
| SPDR SER TR | AEROSPACE DEF | $689K | 1.1% | 4,155 SH | |
| SPDR SER TR | S&P SEMICNDCTR | $265K | 0.4% | 1,068 SH | |
| TEUCRIUM COMMODITY TR | CORN FD SHS | $622K | 1.0% | 33,133 SH | |
| VANECK ETF TRUST | IG FLOATING RATE | $1.5M | 2.3% | 57,811 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $229K | 0.4% | 867 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $676K | 1.1% | 3,410 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $381K | 0.6% | 1,500 SH | |
| WESTERN UN CO | COM | $129K | 0.2% | 12,191 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Apr 17, 2025 | Q4 2024 | 13F-HR | 0001924030-25-000001 | $64.1M | View |