Atlas Private Wealth Advisors Sells in Q3 2025

Atlas Private Wealth Advisors

  • $380 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-5.37K
- 63.58%
$150.47 - $161.22 $809K - $866K
3.08K $473K
HD
Home Depot, Inc.

Consumer Cyclical
-2.48K
- 58.44%
$357.4 - $423.42 $887K - $1.05M
1.77K $715K
AVGO
Broadcom Inc.

Technology
-3.43K
- 58.36%
$264.74 - $369.57 $908K - $1.27M
2.45K $807K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-9.68K
- 49.1%
$84.28 - $89.46 $815K - $866K
10K $892K
FICO
Fair Isaac Corp

Technology
-346
- 50.66%
$1311.26 - $1869.83 $454K - $647K
337 $504K
KO
Coca Cola CO

Consumer Defensive
-10.2K
- 67.72%
$65.67 - $71.67 $670K - $732K
4.87K $322K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-19.4K
- 31.49%
$47.99 - $54.16 $931K - $1.05M
42.2K $2.23M
JPM
Jpmorgan Chase & CO

Financial Services
-2.77K
- 53.3%
$282.78 - $316.06 $784K - $876K
2.43K $766K
VZ
Verizon Communications Inc

Communication Services
-16.8K
- 63.5%
$40.84 - $45.06 $686K - $757K
9.66K $424K
DFAX
Dimensional ETF Tr
-26.1K
- 44.95%
$29.25 - $31.56 $763K - $823K
31.9K $1M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.17K
- 51.21%
$620.67 - $670.08 $724K - $781K
1.11K $743K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.32K
- 63.08%
$291.67 - $316.99 $676K - $735K
1.36K $412K
RDVY
First Trust Rising Dividend Ac

ETFs
-11K
- 54.22%
$62.38 - $67.29 $687K - $741K
9.3K $625K
GOOGL
Alphabet Inc.

Communication Services
-5.09K
- 55.52%
$174.36 - $254.72 $887K - $1.3M
4.08K $990K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-18.4K
- 60.93%
$33.07 - $34.84 $610K - $643K
11.8K $412K
MDT
Medtronic PLC

Healthcare
-7.16K
- 47.81%
$87.67 - $95.74 $628K - $686K
7.82K $744K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.5K
- 58.25%
$55.15 - $58.11 $577K - $608K
7.49K $430K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.18K
- 54.88%
$459.11 - $506.91 $539K - $596K
966 $485K
QWLD
Spdr Index Shs Fds

ETFs
-4.26K
- 45.62%
$132.92 - $140.43 $566K - $598K
5.08K $712K
NFLX
Netflix Inc

Communication Services
-369
- 57.39%
$1147.87 - $1297.18 $424K - $479K
274 $328K
XT
Ishares Tr Exponential Technol

ETFs
-11.5K
- 24.65%
$65.04 - $71.97 $751K - $831K
35.3K $2.54M
PEP
Pepsico Inc

Consumer Defensive
-3.92K
- 66.91%
$133.81 - $152.16 $524K - $596K
1.94K $272K
WMT
Walmart Inc.

Consumer Defensive
-5.25K
- 65.64%
$94.4 - $104.27 $495K - $547K
2.75K $283K
V
Visa Inc.

Financial Services
-1.31K
- 52.53%
$332.09 - $358.86 $435K - $470K
1.18K $403K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-10.7K
- 37.05%
$68.94 - $86.3 $735K - $920K
18.1K $1.56M
IXUS
Ishares Tr

ETFs
-6.34K
- 48.47%
$76.35 - $82.58 $484K - $524K
6.74K $556K
AXP
American Express CO

Financial Services
-1.39K
- 49.95%
$294.27 - $342.31 $410K - $476K
1.4K $463K
MA
Mastercard Inc

Financial Services
-753
- 56.32%
$550.18 - $598.96 $414K - $451K
584 $332K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-13K
- 50.0%
$31.79 - $33.42 $414K - $435K
13K $435K
IWM
Ishares Russell 2000 ETF

ETFs
-2.02K
- 54.26%
$214.92 - $244.84 $433K - $494K
1.7K $411K
FDN
First Tr Fd Dow Jones

ETFs
-1.39K
- 55.93%
$264.06 - $287.34 $368K - $400K
1.1K $306K
TXN
Texas Instruments Inc

Technology
-1.87K
- 53.7%
N/A
1.61K $313K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.09K
- 51.16%
$50.82 - $51.09 $360K - $362K
6.77K $345K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-34.9K
- 45.62%
$10.68 - $11.59 $373K - $405K
41.6K $482K
CVX
Chevron Corp

Energy
-2.77K
- 41.82%
$145.57 - $161.83 $403K - $447K
3.85K $597K
CMC
Commercial Metals CO

Basic Materials
-8.3K
- 50.92%
$50.28 - $59.79 $417K - $496K
8K $458K
FPX
First Trust Us Equity Opportun

ETFs
-2.74K
- 50.06%
$141.57 - $166.21 $388K - $455K
2.73K $453K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.67K
- 49.91%
$134.94 - $145.86 $360K - $389K
2.68K $390K
VGT
Vanguard Information Technolog

ETFs
-569
- 50.0%
$656.44 - $753.15 $374K - $429K
569 $424K
IBM
International Business Machines Corp

Technology
-1.06K
- 51.51%
$234.77 - $292.47 $248K - $309K
994 $280K
ABBV
Abb Vie Inc.

Healthcare
-2.19K
- 52.77%
$184.85 - $231.54 $404K - $506K
1.96K $452K
IRBO
Ishares Robotics & Artificial

ETFs
-9.73K
- 48.81%
N/A
10.2K $327K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.67K
- 49.87%
$224.68 - $282.71 $375K - $472K
1.68K $468K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-4.45K
- 54.06%
$68.95 - $75.02 $307K - $334K
3.78K $283K
DUK
Duke Energy Corp

Utilities
-2.42K
- 59.07%
$116.31 - $125.93 $281K - $305K
1.68K $207K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-4.05K
- 35.64%
$105.16 - $140.03 $426K - $568K
7.32K $993K
HYG
Ishares Tr

ETFs
-3.34K
- 48.55%
$79.85 - $81.32 $266K - $271K
3.54K $287K
IDV
Ishares Tr

ETFs
-8K
- 50.0%
$34.54 - $37.28 $276K - $298K
8K $292K
FNF
Fidelity National Financial, Inc.

Financial Services
-4.68K
- 52.63%
$51.22 - $61.07 $240K - $286K
4.22K $254K
Activity Summary
Buys All Purchases 7 New Holdings 3 Increased Positions 4 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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