13F Filings History of Atlas Financial Advisors, Inc.

Latest 13F report
Q4 2024 - 17 Apr 2025
Value $
$64,056,822
Signature - Title
Arthur Garcia - President
Location
Oroville, CA
Summary
This page shows a list of all the recent 13F filings made by Atlas Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlas Financial Advisors, Inc. reported 40 stock holdings with total value $64,056,822 as of Q4 2024. Top holdings included SPY, HYG, QQQ, ZROZ, and COWZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 40 $64,056,822 +$19,432,601 -$16,355,513 +$3,077,088 SPY, HYG, QQQ, ZROZ, COWZ 13F-HR 16 Apr 2025, 18:46
Q3 2024 36 $63,276,515 +$5,467,024 -$5,757,770 -$290,746 SPY, ZROZ, QQQ, IEF, HYG 13F-HR 28 Oct 2024, 14:12
Q2 2024 35 $60,423,632 +$5,641,038 -$9,373,709 -$3,732,671 SPY, ZROZ, QQQ, HYG, IEF 13F-HR 05 Aug 2024, 17:15
Q1 2024 35 $64,392,394 +$10,573,899 -$9,276,176 +$1,297,723 SPY, HYG, ZROZ, QQQ, COWZ 13F-HR 13 May 2024, 16:26
Q4 2023 31 $61,125,038 +$13,055,221 -$92,011,623 -$78,956,402 SPY, ZROZ, QQQ, HYG, IEF 13F-HR 12 Feb 2024, 17:04
Q3 2023 42 $127,972,944 +$63,985,463 -$1,435,306 +$62,550,157 SPY, SHY, ZROZ, QQQ, TLT 13F-HR 11 Oct 2023, 15:14
Q2 2023 30 $71,088,619 +$22,556,403 -$27,014,017 -$4,457,614 SPY, SHY, TLT, ZROZ, QQQ 13F-HR 17 Jul 2023, 16:25
Q1 2023 28 $74,001,727 +$7,557,323 -$11,454,576 -$3,897,253 AGG, SPY, ZROZ, QQQ, TLT 13F-HR 25 Apr 2023, 16:26
Q4 2022 23 $72,606,772 +$42,011,683 -$27,674,650 +$14,337,033 SPY, AGG, ZROZ, QQQ, TLT 13F-HR 24 Jan 2023, 16:35
Q3 2022 14 $61,087,000 +$2,540,040 -$24,804,441 -$22,264,401 AGG, SPD, ZROZ, QQD, TLT 13F-HR 19 Oct 2022, 14:43
Q2 2022 21 $87,557,000 +$13,056,852 -$13,565,265 -$508,413 AGG, SPD, ZROZ, TLT, QQD 13F-HR 25 Jul 2022, 12:05
Q1 2022 24 $99,422,000 +$18,118,245 -$14,713,017 +$3,405,228 AGG, ZROZ, SPD, TYA, TLT Restatement 27 Apr 2022, 16:56
Q4 2021 15 $107,043,000 $0 $0 $0 AGG, ZROZ, TLT, SPD, TYA 13F-HR 20 Apr 2022, 11:46