Atlas Private Wealth Advisors has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $688 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $71.4M, Spdr Portfolio S&P 600 Small C with a value of $67.2M, Invesco S&P 500 Equal Weight E with a value of $51.2M, Spdr Dow Jones Industrial Average ETF Trust with a value of $37.6M, and Ishares Barclays with a value of $36.8M.
Examining the 13F form we can see an increase of $8.62M in the current position value, from $680M to 688M.
Atlas Private Wealth Advisors is based out at Matawan, NJ
Below you can find more details about Atlas Private Wealth Advisors portfolio as well as his latest detailed transactions.
