Atlas Private Wealth Advisors Incresed Positions in Q1 2025

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
31.5K
+ 98.81%
$551.42 - $612.93 $17.4M - $19.3M
63.4K $35.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30.3K
+ 126.37%
$468.34 - $539.52 $14.2M - $16.4M
54.3K $25.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
374K
+ 220.17%
$27.47 - $30.62 $10.3M - $11.5M
544K $16.2M
PWV
Invesco Exchange Traded Fd Tr

ETFs
179K
+ 64.65%
$56.58 - $60.89 $10.1M - $10.9M
457K $27.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
158K
+ 463.82%
$67.03 - $74.61 $10.6M - $11.8M
192K $13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
89.2K
+ 387.91%
$95.85 - $99.25 $8.55M - $8.85M
112K $11.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
142K
+ 16.58%
$33.84 - $37.77 $4.79M - $5.35M
996K $36.6M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
206K
+ 188.68%
$25.52 - $26.19 $5.25M - $5.39M
315K $8.15M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
341K
+ 59.96%
$16.57 - $18.85 $5.64M - $6.42M
909K $15.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
71.4K
+ 159.07%
$64.88 - $72.1 $4.63M - $5.14M
116K $7.6M
SPMD
Spdr Portfolio

ETFs
162K
+ 12.44%
$50.21 - $57.73 $8.15M - $9.37M
1.47M $74.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
27K
+ 72.06%
$85.29 - $92.57 $2.3M - $2.5M
64.5K $5.87M
DGRO
Ishares Core Dividend Growth E

ETFs
36K
+ 11.75%
$60.46 - $64.42 $2.18M - $2.32M
342K $20.9M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
76.8K
+ 38.08%
$24.66 - $26.1 $1.89M - $2M
278K $6.94M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
58.9K
+ 904.98%
$29.68 - $32.59 $1.75M - $1.92M
65.4K $1.95M
PLTR
Palantir Technologies Inc.

Technology
296
+ 0.53%
$64.98 - $124.62 $19.2K - $36.9K
56.3K $4.75M
DVY
Ishares Tr

ETFs
2.02K
+ 13.37%
$128.58 - $138.1 $260K - $279K
17.2K $2.28M
MDT
Medtronic PLC

Healthcare
1.56K
+ 10.89%
$79.84 - $94.5 $125K - $147K
15.9K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
215
+ 11.21%
$442.66 - $534.52 $95.2K - $115K
2.13K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.9K
+ 95.57%
$102.49 - $119.96 $195K - $228K
3.89K $406K
ABBV
Abb Vie Inc.

Healthcare
154
+ 3.42%
$169.2 - $216.66 $26.1K - $33.4K
4.66K $976K
INTC
Intel Corp

Technology
5.33K
+ 32.16%
$19.1 - $27.39 $102K - $146K
21.9K $497K
V
Visa Inc.

Financial Services
212
+ 9.6%
$306.92 - $362.71 $65.1K - $76.9K
2.42K $848K
META
Meta Platforms, Inc.

Communication Services
327
+ 8.48%
$576.36 - $736.67 $188K - $241K
4.18K $2.41M
IBM
International Business Machines Corp

Technology
277
+ 16.23%
$217.4 - $264.74 $60.2K - $73.3K
1.98K $493K
JPM
Jpmorgan Chase & CO

Financial Services
286
+ 5.92%
$225.19 - $279.95 $64.4K - $80.1K
5.12K $1.26M
FNF
Fidelity National Financial, Inc.

Financial Services
323
+ 3.83%
$54.25 - $65.27 $17.5K - $21.1K
8.75K $569K
ELV
Elevance Health, Inc.

Healthcare
18
+ 1.37%
$365.9 - $436.25 $6.59K - $7.85K
1.33K $579K
UNH
Unitedhealth Group Inc

Healthcare
111
+ 6.61%
$461.52 - $548.18 $51.2K - $60.8K
1.79K $938K
MA
Mastercard Inc

Financial Services
109
+ 9.33%
$504.67 - $576.31 $55K - $62.8K
1.28K $699K
KHC
Kraft Heinz CO

Consumer Defensive
2.49K
+ 24.19%
$28.51 - $32.22 $71.1K - $80.4K
12.8K $389K
QWLD
Spdr Index Shs Fds

ETFs
320
+ 3.89%
$122.65 - $131.03 $39.2K - $41.9K
8.55K $1.09M
WMT
Walmart Inc.

Consumer Defensive
744
+ 10.8%
$84.5 - $105.05 $62.9K - $78.2K
7.63K $670K
BAC
Bank Of America Corp

Financial Services
1.55K
+ 21.65%
$39.61 - $47.74 $61.5K - $74.1K
8.72K $363K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
968
+ 5.34%
$78.0 - $84.37 $75.5K - $81.7K
19.1K $1.51M
CI
Cigna Corp

Healthcare
2
+ 0.25%
$274.49 - $329.0 $549 - $658
816 $268K
COP
Conocophillips

Energy
195
+ 5.83%
$88.6 - $105.85 $17.3K - $20.6K
3.54K $371K
NVDA
Nvidia Corp

Technology
3.67K
+ 26.59%
$106.98 - $149.43 $392K - $548K
17.5K $1.89M
NJR
New Jersey Resources Corp

Utilities
179
+ 4.13%
$45.25 - $49.37 $8.1K - $8.84K
4.51K $221K
KMI
Kinder Morgan, Inc.

Energy
185
+ 1.57%
$26.1 - $31.22 $4.83K - $5.78K
11.9K $340K
TXN
Texas Instruments Inc

Technology
83
+ 2.42%
N/A
3.52K $684K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
59
+ 0.87%
$44.72 - $46.25 $2.64K - $2.73K
6.84K $315K
GS
Goldman Sachs Group Inc

Financial Services
36
+ 6.33%
$524.81 - $672.19 $18.9K - $24.2K
605 $330K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.12%
$86.39 - $91.35 $259 - $274
2.48K $222K
Franklin Templeton Digital H
2.36K
+ 61.35%
N/A
6.21K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
504K
+ 1792.51%
N/A
532K $0
FSCO
Fs Cr Opportunities Corp Com
483
+ 1.14%
N/A
42.8K $0
Pacer Fds Tr
57K
+ 454.15%
N/A
69.5K $0
MET
Metlife Inc

Financial Services
50
+ 1.59%
$77.7 - $87.0 $3.89K - $4.35K
3.19K $255K
Activity Summary
Buys All Purchases 99 New Holdings 22 Increased Positions 77 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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