Atlas Private Wealth Advisors Reduced Holdings in Q1 2025

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-569K
- 38.04%
$40.03 - $46.81 $22.8M - $26.6M
926K $37.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-129K
- 44.11%
$169.43 - $182.84 $21.9M - $23.6M
163K $28.3M
IEF
Ishares Barclays

ETFs
-223K
- 55.99%
$91.17 - $95.39 $20.3M - $21.2M
175K $16.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-35.9K
- 40.63%
$408.78 - $448.82 $14.7M - $16.1M
52.5K $22M
XLF
Financial Sector Spdr

ETFs
-268K
- 78.85%
$47.32 - $52.19 $12.7M - $14M
72K $3.54M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-127K
- 35.33%
$50.48 - $51.04 $6.42M - $6.49M
233K $11.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-36.7K
- 19.5%
$119.84 - $136.1 $4.39M - $4.99M
151K $18.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-189K
- 19.37%
$23.32 - $23.84 $4.4M - $4.5M
786K $18.4M
AAPL
Apple Inc.

Technology
-1.43K
- 1.46%
$209.68 - $247.1 $299K - $352K
96K $21.3M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-84.8K
- 18.39%
$32.39 - $34.01 $2.75M - $2.89M
376K $12.2M
CLX
Clorox CO

Consumer Defensive
-7.6K
- 47.54%
$141.76 - $162.89 $1.08M - $1.24M
8.39K $1.24M
T
At&T Inc.

Communication Services
-72K
- 57.64%
$21.56 - $28.28 $1.55M - $2.04M
52.9K $1.5M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-23.9K
- 14.06%
$47.47 - $48.84 $1.13M - $1.17M
146K $6.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-39.2K
- 13.0%
$37.07 - $40.63 $1.45M - $1.59M
262K $10.3M
HD
Home Depot, Inc.

Consumer Cyclical
-2.71K
- 34.89%
$347.25 - $424.87 $942K - $1.15M
5.07K $1.86M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-20.7K
- 21.51%
$50.17 - $51.45 $1.04M - $1.06M
75.5K $3.81M
VZ
Verizon Communications Inc

Communication Services
-29.1K
- 47.33%
$37.81 - $46.49 $1.1M - $1.35M
32.4K $1.47M
MRK
Merck & Co., Inc.

Healthcare
-8.13K
- 37.78%
$83.01 - $101.02 $675K - $822K
13.4K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
-5.67K
- 34.14%
$158.56 - $176.26 $899K - $1M
10.9K $1.86M
JNJ
Johnson & Johnson

Healthcare
-7.72K
- 28.34%
$142.06 - $167.7 $1.1M - $1.29M
19.5K $3.24M
PFE
Pfizer Inc

Healthcare
-24.9K
- 42.65%
$25.01 - $27.13 $622K - $675K
33.5K $847K
PM
Philip Morris International Inc.

Consumer Defensive
-8.96K
- 45.69%
$117.15 - $158.79 $1.05M - $1.42M
10.6K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.66K
- 36.4%
$279.74 - $321.29 $743K - $854K
4.64K $1.45M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-20K
- 30.86%
$29.34 - $31.31 $588K - $628K
44.9K $1.33M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12.1K
- 60.71%
$36.64 - $45.76 $442K - $552K
7.81K $292K
KO
Coca Cola CO

Consumer Defensive
-10.8K
- 36.35%
$60.81 - $72.32 $657K - $781K
18.9K $1.36M
PEP
Pepsico Inc

Consumer Defensive
-3.11K
- 28.84%
$142.64 - $156.42 $443K - $486K
7.66K $1.15M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-7.81K
- 2.95%
$14.93 - $16.85 $117K - $132K
257K $3.88M
XLK
Technology Sector Spdr

ETFs
-664
- 5.64%
$206.38 - $242.18 $137K - $161K
11.1K $2.29M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-9.29K
- 7.79%
$44.92 - $48.18 $417K - $448K
110K $5.03M
XOM
Exxon Mobil Corp

Energy
-4.11K
- 22.15%
$105.44 - $118.93 $433K - $489K
14.4K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
-3.71K
- 47.73%
$89.14 - $117.41 $330K - $435K
4.06K $454K
CVX
Chevron Corp

Energy
-3.12K
- 26.91%
$146.71 - $167.97 $457K - $524K
8.47K $1.42M
FV
First Trust Dorsey Wright Focu

ETFs
-1.13K
- 2.47%
$53.91 - $63.03 $61K - $71.3K
44.6K $2.44M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5K
- 21.99%
$50.87 - $51.09 $254K - $255K
17.7K $905K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-2.9K
- 32.73%
$72.01 - $79.94 $209K - $232K
5.96K $438K
VNCE
Vince Holding Corp.

Consumer Cyclical
-4K
- 3.45%
$1.92 - $4.46 $7.68K - $17.8K
112K $214K
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 9.11%
$554.06 - $615.85 $127K - $142K
2.3K $1.29M
NFLX
Netflix Inc

Communication Services
-225
- 26.85%
$828.4 - $1058.6 $186K - $238K
613 $571K
NEE
Nextera Energy Inc

Utilities
-1.98K
- 28.43%
$66.96 - $76.16 $132K - $150K
4.97K $352K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.85K
- 9.53%
$53.6 - $58.97 $99.2K - $109K
17.6K $954K
FDN
First Tr Fd Dow Jones

ETFs
-283
- 10.25%
$221.38 - $266.86 $62.7K - $75.5K
2.48K $550K
IWM
Ishares Russell 2000 ETF

ETFs
-129
- 3.51%
$198.1 - $229.79 $25.6K - $29.6K
3.54K $706K
DIS
Walt Disney CO

Communication Services
-546
- 15.56%
$96.87 - $114.0 $52.9K - $62.2K
2.96K $292K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.35K
- 7.52%
$50.79 - $52.53 $68.4K - $70.7K
16.6K $845K
FSK
Fs Kkr Capital Corp

Financial Services
-3.05K
- 20.36%
$20.47 - $24.06 $62.4K - $73.4K
11.9K $250K
AOA
Ishares Tr Core Aggressive All

ETFs
-846
- 17.42%
$75.7 - $80.01 $64K - $67.7K
4.01K $306K
DUK
Duke Energy Corp

Utilities
-1.03K
- 23.99%
$105.87 - $121.97 $109K - $126K
3.26K $398K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-568
- 14.37%
$69.32 - $78.69 $39.4K - $44.7K
3.39K $235K
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
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email