Atlas Private Wealth Advisors Reduced Holdings in Q4 2024

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-740K
- 43.14%
$23.29 - $23.93 $17.2M - $17.7M
975K $22.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17.2K
- 1.98%
$34.13 - $37.35 $588K - $643K
854K $29.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.69K
- 2.89%
$174.22 - $187.62 $1.51M - $1.63M
292K $51.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.99K
- 1.31%
$38.37 - $42.82 $153K - $171K
301K $11.6M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-4.59K
- 2.38%
$123.69 - $133.68 $568K - $614K
188K $23.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.7K
- 26.76%
$88.59 - $94.57 $594K - $634K
18.3K $1.63M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-8.76K
- 6.85%
$45.72 - $48.2 $401K - $422K
119K $5.47M
DVY
Ishares Tr

ETFs
-3.14K
- 17.2%
$129.55 - $143.41 $407K - $451K
15.1K $1.99M
PFE
Pfizer Inc

Healthcare
-7.86K
- 11.88%
$24.8 - $30.19 $195K - $237K
58.3K $1.55M
HYG
Ishares Tr

ETFs
-3.91K
- 34.82%
$78.09 - $80.04 $305K - $313K
7.32K $575K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3K
- 2.68%
$31.23 - $33.51 $93.7K - $101K
109K $3.43M
AMD
Advanced Micro Devices Inc

Technology
-1.25K
- 39.99%
$118.88 - $172.8 $149K - $216K
1.88K $226K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.05K
- 31.48%
$106.56 - $113.11 $218K - $232K
4.46K $476K
ELV
Elevance Health, Inc.

Healthcare
-94
- 6.68%
$365.96 - $514.62 $34.4K - $48.4K
1.31K $485K
IXUS
Ishares Tr

ETFs
-2K
- 12.44%
$65.95 - $72.56 $132K - $145K
14.1K $931K
HD
Home Depot, Inc.

Consumer Cyclical
-223
- 2.79%
$385.02 - $431.37 $85.9K - $96.2K
7.78K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
-45
- 2.61%
$485.52 - $625.25 $21.8K - $28.1K
1.68K $849K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.95K
- 8.94%
$43.84 - $48.76 $85.6K - $95.2K
19.9K $875K
ABBV
Abb Vie Inc.

Healthcare
-193
- 4.11%
$164.99 - $203.87 $31.8K - $39.3K
4.51K $800K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.69K
- 34.2%
$69.58 - $74.87 $117K - $126K
3.25K $227K
XLK
Technology Sector Spdr

ETFs
-878
- 6.94%
$220.26 - $241.44 $193K - $212K
11.8K $2.74M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.06K
- 5.15%
$56.06 - $61.35 $59.1K - $64.7K
19.4K $1.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.67K
- 46.36%
$47.29 - $84.74 $174K - $311K
4.25K $316K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-780
- 12.73%
$124.61 - $133.96 $97.2K - $104K
5.35K $688K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.15K
- 11.44%
$24.94 - $26.14 $53.7K - $56.3K
16.7K $416K
FDN
First Tr Fd Dow Jones

ETFs
-718
- 20.64%
$210.5 - $257.24 $151K - $185K
2.76K $671K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-220
- 6.4%
$131.66 - $144.0 $29K - $31.7K
3.22K $425K
JPIB
Jpmorgan International Bond Op

ETFs
-1.05K
- 13.17%
$47.26 - $48.47 $49.8K - $51.1K
6.95K $328K
HYD
Vaneck High Yield Muni ETF

ETFs
-669
- 3.6%
$51.09 - $53.06 $34.2K - $35.5K
17.9K $929K
VGT
Vanguard Information Technolog

ETFs
-164
- 12.6%
$571.78 - $647.97 $93.8K - $106K
1.14K $707K
IWM
Ishares Russell 2000 ETF

ETFs
-169
- 4.4%
$216.13 - $242.4 $36.5K - $41K
3.67K $810K
IEO
Ishares Tr

ETFs
-300
- 10.34%
$85.22 - $101.77 $25.6K - $30.5K
2.6K $233K
MET
Metlife Inc

Financial Services
-200
- 6.0%
$78.15 - $88.25 $15.6K - $17.7K
3.14K $256K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-173
- 3.44%
$51.09 - $55.27 $8.84K - $9.56K
4.86K $248K
PCEF
Invesco Cef Income Composite E

ETFs
-440
- 4.07%
$19.05 - $19.86 $8.38K - $8.74K
10.4K $198K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-29
- 0.43%
$45.07 - $47.1 $1.31K - $1.37K
6.78K $306K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-3.55K
- 1.32%
$15.97 - $16.79 $56.7K - $59.6K
265K $4.33M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-80
- 3.26%
$101.22 - $107.72 $8.1K - $8.62K
2.38K $243K
DIS
Walt Disney CO

Communication Services
-600
- 14.6%
$92.39 - $117.6 $55.4K - $70.6K
3.51K $390K
FV
First Trust Dorsey Wright Focu

ETFs
-324
- 0.7%
$57.47 - $62.82 $18.6K - $20.4K
45.8K $2.7M
GILD
Gilead Sciences, Inc.

Healthcare
-573
- 6.87%
$83.95 - $97.9 $48.1K - $56.1K
7.77K $717K
FSK
Fs Kkr Capital Corp

Financial Services
-102
- 0.68%
$19.71 - $22.22 $2.01K - $2.27K
15K $325K
T
At&T Inc.

Communication Services
-2.99K
- 2.34%
$21.22 - $23.88 $63.4K - $71.3K
125K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
-516
- 9.65%
$205.18 - $250.29 $106K - $129K
4.83K $1.16M
GOOGL
Alphabet Inc.

Communication Services
-918
- 10.12%
$161.86 - $196.66 $149K - $181K
8.15K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.56%
$873.59 - $994.69 $10.5K - $11.9K
2.14K $1.96M
VNCE
Vince Holding Corp.

Consumer Cyclical
-26K
- 18.33%
$1.39 - $5.0 $36.1K - $130K
116K $421K
NVDA
Nvidia Corp

Technology
-125
- 0.9%
$117.0 - $148.88 $14.6K - $18.6K
13.8K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
-284
- 0.88%
$567.81 - $607.81 $161K - $173K
31.9K $18.7M
Activity Summary
Buys All Purchases 89 New Holdings 21 Increased Positions 68 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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