Atlas Private Wealth Advisors

Latest statistics and disclosures from Atlas Private Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atlas Private Wealth Advisors

Companies in the Atlas Private Wealth Advisors portfolio as of the March 2021 quarterly 13F filing

Atlas Private Wealth Advisors has 899 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MF Closed and MF Open (SPY) 6.2 $11M +58% 28k 396.33
First Trust MF Closed and MF Open (FVD) 4.5 $8.0M +49% 210k 37.98
Invesco Taxable MF Closed and MF Open (BAB) 4.4 $7.9M +11% 246k 32.03
Amazon Common Stock (AMZN) 4.1 $7.4M 2.4k 3094.12
Apple Common Stock (AAPL) 3.8 $6.8M -4% 55k 122.15
First Trust MF Closed and MF Open (LDSF) 3.5 $6.4M +10% 314k 20.23
First Trust MF Closed and MF Open (FTCS) 3.4 $6.1M +71% 86k 70.82
Ishares Msci MF Closed and MF Open (USMV) 2.9 $5.1M +23% 74k 69.19
First Trust MF Closed and MF Open (LMBS) 2.8 $5.1M 100k 51.06
Ishares U S MF Closed and MF Open (PFF) 2.8 $4.9M +18% 129k 38.40
Select Sector MF Closed and MF Open (XLRE) 2.1 $3.7M +321% 95k 39.49
Ishares Msci MF Closed and MF Open (EEMV) 2.0 $3.6M +76% 56k 63.16
First Trust MF Closed and MF Open (FMB) 1.7 $3.1M -29% 55k 56.44
Ishares Core MF Closed and MF Open (AGG) 1.6 $2.8M -26% 25k 113.82

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Spdr Euro MF Closed and MF Open (FEZ) 1.5 $2.6M NEW 60k 44.50
First Trust MF Closed and MF Open (FPX) 1.5 $2.6M +37% 22k 119.14
Microsoft Corp Common Stock (MSFT) 1.4 $2.6M 11k 235.80
Johnson & Johnson Common Stock (JNJ) 1.4 $2.6M +5% 16k 164.36
Spdr Portfolio MF Closed and MF Open (SPEM) 1.4 $2.5M NEW 56k 43.78
Ishares Select MF Closed and MF Open (DVY) 1.3 $2.3M 20k 114.09
Boeing Company Common Stock (BA) 1.2 $2.2M 8.5k 254.68
Verizon Communications Common Stock (VZ) 1.1 $2.0M +93% 35k 58.15
Invesco S&p MF Closed and MF Open (RSP) 1.1 $2.0M 14k 141.64
Merck & Company Common Stock (MRK) 1.0 $1.8M +17% 23k 77.10
Royce Value MF Closed and MF Open (RVT) 0.8 $1.5M 83k 18.11
First Trust MF Closed and MF Open (FDN) 0.8 $1.4M -5% 6.5k 218.09
Chevron Corp Common Stock (CVX) 0.7 $1.3M +8% 13k 104.82
Ishares Core MF Closed and MF Open (HDV) 0.7 $1.3M +36% 14k 94.86
Ishares Russell MF Closed and MF Open (IWN) 0.7 $1.3M 7.9k 159.43
Intel Corp Common Stock (INTC) 0.7 $1.3M 20k 64.00
Western Asset MF Closed and MF Open (WIW) 0.7 $1.2M 100k 12.16
Ishares National MF Closed and MF Open (MUB) 0.7 $1.2M -15% 10k 116.08
Clorox Company Common Stock (CLX) 0.7 $1.2M +13% 6.2k 192.85
Procter & Gamble Common Stock (PG) 0.6 $1.1M +14% 8.0k 135.40
At&t Common Stock (T) 0.6 $1.1M +20% 36k 30.26
Ishares Msci MF Closed and MF Open (MTUM) 0.6 $1.0M 6.5k 160.89
Invesco P MF Closed and MF Open (PGX) 0.6 $1.0M +3% 69k 15.00
Home Depot Common Stock (HD) 0.6 $989k +10% 3.2k 305.34
Pfizer Common Stock (PFE) 0.5 $966k +30% 27k 36.25
General Motors Common Stock (GM) 0.5 $958k +2% 17k 57.48
Tesla Common Stock (TSLA) 0.5 $942k -24% 1.4k 667.61
Ishares Iboxx MF Closed and MF Open (LQD) 0.5 $941k +4% 7.2k 130.04
Mcdonalds Corp Common Stock (MCD) 0.5 $899k +16% 4.0k 224.08
Morgan Stanley Common Stock (MS) 0.5 $891k 12k 77.69
Ishares Iboxx MF Closed and MF Open (HYG) 0.5 $837k +2% 9.6k 87.19
Ishares Core MF Closed and MF Open (IJR) 0.5 $814k 7.5k 108.48
Ishares U S MF Closed and MF Open (IYF) 0.4 $760k +14% 10k 74.88
Global X MF Closed and MF Open (QYLD) 0.4 $758k +17% 34k 22.57
Vishay Intertechnology Common Stock (VSH) 0.4 $751k 31k 24.07
Ishares Russell MF Closed and MF Open (IWM) 0.4 $745k -2% 3.4k 220.81
Ishares 20 MF Closed and MF Open (TLT) 0.4 $740k +4528% 5.5k 135.48
Invesco Senior MF Closed and MF Open (BKLN) 0.4 $739k NEW 33k 22.12
Coca Cola Company Common Stock (KO) 0.4 $727k +28% 14k 52.70
Fidelity National Common Stock (FIS) 0.4 $710k 5.0k 140.62
Newmont Corp Common Stock (NEM) 0.4 $693k +33% 12k 60.30
Philip Morris Common Stock (PM) 0.4 $677k +18% 7.6k 88.71
Advisorshares Newfleet MF Closed and MF Open (MINC) 0.4 $669k +2% 14k 48.73
Pepsico Common Stock (PEP) 0.4 $667k +16% 4.7k 141.34
Exxon Mobil Common Stock (XOM) 0.4 $667k +10% 12k 55.86
Vince Holding Common Stock (VNCE) 0.4 $667k +243% 59k 11.22
Loews Corp Common Stock (L) 0.4 $666k 13k 51.26
Helmerich & Payne Common Stock (HP) 0.4 $659k +12% 24k 26.97
Diamondback Energy Common Stock (FANG) 0.4 $658k -35% 9.0k 73.50
Miller Herman Common Stock (MLHR) 0.4 $637k 16k 41.12
FS KKR Common Stock (FSK) 0.3 $618k -4% 31k 19.81
Goldman Sachs Common Stock (GS) 0.3 $614k 1.9k 326.77
Invesco Cef MF Closed and MF Open (PCEF) 0.3 $608k +2% 26k 23.26
Ishares Core MF Closed and MF Open (IXUS) 0.3 $607k +81% 8.6k 70.25
Facebook Common Stock (FB) 0.3 $586k 2.0k 294.32
Chimera Invt Common Stock (CIM) 0.3 $578k 46k 12.70
Sector Technology MF Closed and MF Open (XLK) 0.3 $546k -2% 4.1k 132.85
Alphabet Common Stock (GOOG) 0.3 $534k -25% 258.00 2069.77
Regeneron Pharmaceutical Common Stock (REGN) 0.3 $519k 1.1k 473.11
Southwestern Energy Common Stock (SWN) 0.3 $508k +12% 109k 4.65
Spdr Series MF Closed and MF Open (SDY) 0.3 $506k 4.3k 118.06
Etfis Ser MF Closed and MF Open (AMZA) 0.3 $499k -2% 21k 23.83
Global Net Common Stock (GNL) 0.3 $497k -13% 28k 18.05
Walt Disney Common Stock (DIS) 0.3 $477k +9% 2.6k 184.53
Spdr Series MF Closed and MF Open (XBI) 0.3 $454k +5% 3.3k 135.68
First Trust MF Closed and MF Open (FPE) 0.3 $452k +8% 22k 20.15
Ishares Core MF Closed and MF Open (IVV) 0.3 $448k -8% 1.1k 397.52
Blackrock Short MF Closed and MF Open (NEAR) 0.2 $432k 8.6k 50.20
SPDR S&P MF Closed and MF Open (EDIV) 0.2 $399k 13k 30.02
Spdr Portfolio MF Closed and MF Open (SPSB) 0.2 $396k +121% 13k 31.29
General Electric Common Stock (GE) 0.2 $367k +631% 28k 13.13
Ishares Intl MF Closed and MF Open (IDV) 0.2 $362k 12k 31.48
Legg Mason MF Closed and MF Open (CACG) 0.2 $362k 7.9k 45.65
Spdr Portfolio MF Closed and MF Open (SPYV) 0.2 $359k +39% 9.5k 37.87
Ishares Core MF Closed and MF Open (IJH) 0.2 $352k 1.4k 260.55
New Residential Common Stock (NRZ) 0.2 $333k 30k 11.24
Trane Technologies Common Stock (TT) 0.2 $331k 2.0k 165.50
Vanguard S&p MF Closed and MF Open (VOO) 0.2 $331k 909.00 364.14
Bank America Common Stock (BAC) 0.2 $327k 8.5k 38.67
Teladoc Health Common Stock (TDOC) 0.2 $309k -2% 1.7k 181.55
Vanguard Information MF Closed and MF Open (VGT) 0.2 $297k 830.00 357.83
Alphabet Common Stock (GOOGL) 0.2 $289k 140.00 2064.29
Qualcomm Common Stock (QCOM) 0.2 $283k +465% 2.1k 132.49
Ishares Core MF Closed and MF Open (DGRO) 0.2 $283k +6% 5.9k 48.19
Intl Flavor & Fragrance Common Stock (IFF) 0.2 $280k NEW 2.0k 139.72
Ishares Aerospace MF Closed and MF Open (ITA) 0.2 $279k 2.7k 104.03
Iamgold Corp Common Stock (IAG) 0.2 $276k +3% 93k 2.98
Vaneck Vectors MF Closed and MF Open (GDXJ) 0.2 $269k +62% 6.0k 44.95
Pultegroup Common Stock (PHM) 0.1 $239k 4.6k 52.40
Goldman Sachs MF Closed and MF Open (GER) 0.1 $230k -3% 24k 9.69
Invesco Bulletshares MF Closed and MF Open (BSCM) 0.1 $226k 10k 21.68
Citigroup Common Stock (C) 0.1 $226k -13% 3.1k 72.86
Highland Income MF Closed and MF Open (HFRO) 0.1 $221k -22% 20k 11.07
Invesco Qqq MF Closed and MF Open (QQQ) 0.1 $208k +20% 653.00 318.53
Walmart Common Stock (WMT) 0.1 $202k 1.5k 136.12
Cigna Corp Common Stock (CI) 0.1 $201k NEW 830.00 242.17
Barrick Gold Common Stock (GOLD) 0.1 $197k NEW 9.9k 19.85
Netflix Common Stock (NFLX) 0.1 $191k 367.00 520.44
Nvidia Corp Common Stock (NVDA) 0.1 $180k -4% 338.00 532.54
Berkshire Hathaway Common Stock (BRK.B) 0.1 $177k 693.00 255.41
Etf Ser MF Closed and MF Open (JETS) 0.1 $175k +3% 6.5k 26.91
Honeywell Intl Common Stock (HON) 0.1 $174k +3% 800.00 217.50
Fidelity National Common Stock (FNF) 0.1 $171k 4.2k 40.57
Ishares Global MF Closed and MF Open (IXC) 0.1 $160k 6.5k 24.62
Oaktree Specialty Common Stock (OCSL) 0.1 $159k NEW 26k 6.18
Hartford Financial Common Stock (HIG) 0.1 $159k NEW 2.4k 66.64
Blackrock Resource MF Closed and MF Open (BCX) 0.1 $155k -7% 18k 8.87
Vanguard Small MF Closed and MF Open (VBR) 0.1 $154k +9% 929.00 165.77
Intl Business Common Stock (IBM) 0.1 $153k +158% 1.2k 133.04
Cisco Systems Common Stock (CSCO) 0.1 $152k +59% 2.9k 51.86
Invesco Exchange MF Closed and MF Open (SPLV) 0.1 $149k +123% 2.6k 58.34
Ishares S&p MF Closed and MF Open (IVE) 0.1 $146k 1.0k 141.06
Karyopharm Therapeutics Common Stock (KPTI) 0.1 $145k -69% 14k 10.52
American Express Common Stock (AXP) 0.1 $144k -85% 1.0k 141.45
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $143k +8% 1.2k 116.93
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $142k -12% 1.5k 91.91
Smart Sand Common Stock (SND) 0.1 $141k 56k 2.54
Ishares Core MF Closed and MF Open (AOA) 0.1 $140k +6% 2.1k 66.99
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $139k 1.9k 73.16
Quest Diagnostics Common Stock (DGX) 0.1 $136k 1.1k 128.54
Ishares Core MF Closed and MF Open (AOR) 0.1 $135k -21% 2.5k 53.57
Ishares U S MF Closed and MF Open (IYE) 0.1 $134k 5.1k 26.21
Jacobs Engineerng Common Stock (J) 0.1 $132k 1.0k 129.16
Legg Mason MF Closed and MF Open (LVHD) 0.1 $131k +5% 3.8k 34.89
Invesco Exchange MF Closed and MF Open (IDHQ) 0.1 $129k +24% 4.4k 29.13
Palantir Technologies Common Stock (PLTR) 0.1 $129k +22% 5.5k 23.30
Airbnb Common Stock (ABNB) 0.1 $127k 675.00 188.15
Bristol Myers Common Stock (BMY) 0.1 $124k 2.0k 63.17
Global X MF Closed and MF Open (DRIV) 0.1 $124k +86% 4.7k 26.53
Amgen Common Stock (AMGN) 0.1 $123k -8% 494.00 248.99
Abbvie Common Stock (ABBV) 0.1 $121k +15% 1.1k 108.33
Ishares Interest MF Closed and MF Open (HYGH) 0.1 $114k 1.3k 87.69
Nextera Energy Common Stock (NEE) 0.1 $114k +13% 1.5k 75.30
Alibaba Group Common Stock (BABA) 0.1 $112k 493.00 227.18
Spdr Russell MF Closed and MF Open (ONEV) 0.1 $112k +37% 1.1k 99.11
Ishares Core MF Closed and MF Open (IEFA) 0.1 $111k 1.5k 72.17
Dupont De Common Stock (DD) 0.1 $111k -86% 1.4k 77.62
Tekla Healthcare MF Closed and MF Open (HQH) 0.1 $111k -36% 4.6k 24.30
Chewy Common Stock (CHWY) 0.1 $108k 1.3k 84.71
Ishares Floating MF Closed and MF Open (FLOT) 0.1 $108k 2.1k 50.94
Comcast Corp Common Stock (CMCSA) 0.1 $108k +15% 2.0k 53.92
Schwab Us MF Closed and MF Open (SCHG) 0.1 $107k 826.00 129.54
Nuveen Diversified Div MF Closed and MF Open (JDD) 0.1 $105k -30% 11k 9.50
Fedex Corp Common Stock (FDX) 0.1 $104k +123% 365.00 284.93
American Finance Common Stock (AFIN) 0.1 $103k -22% 10k 9.86
Nordstrom Common Stock (JWN) 0.1 $101k -21% 2.7k 37.73
Advent Conv MF Closed and MF Open (AVK) 0.1 $99k 5.6k 17.67
Xenia Hotels Common Stock (XHR) 0.1 $99k -19% 5.1k 19.45
Ishares Msci MF Closed and MF Open (EEM) 0.1 $99k -18% 1.9k 53.20
Vereit Common Stock (VER) 0.1 $99k 2.6k 38.81
Spdr Series MF Closed and MF Open (XOP) 0.1 $99k +61% 1.2k 81.01
Invesco Bulletshares MF Closed and MF Open (BSCL) 0.1 $97k -3% 4.6k 21.03
Mercadolibre Common Stock (MELI) 0.1 $97k 66.00 1469.70
First Trust MF Closed and MF Open (HYLS) 0.1 $96k +16% 2.0k 48.73
Ishares Msci MF Closed and MF Open (ACWV) 0.1 $96k -16% 969.00 99.07
Black Knight Common Stock (BKI) 0.1 $96k 1.3k 74.30
Spdr Series MF Closed and MF Open (MDYV) 0.1 $93k 1.4k 65.26
Pennantpark Investment MF Closed and MF Open (PNNT) 0.1 $93k -2% 16k 5.67
Ingersoll Rand Common Stock (IR) 0.1 $90k 1.8k 49.34
Etf Defiance MF Closed and MF Open (FIVG) 0.0 $89k +1546% 2.5k 35.33
Vanguard Small MF Closed and MF Open (VB) 0.0 $89k 418.00 212.92
Cvs Health Common Stock (CVS) 0.0 $88k +30% 1.2k 75.21
Abbott Laboratories Common Stock (ABT) 0.0 $88k +222% 736.00 119.57
Prospect Capital MF Closed and MF Open (PSEC) 0.0 $84k 11k 7.64
Biogen Common Stock (BIIB) 0.0 $84k NEW 301.00 279.07
Vanguard Ftse MF Closed and MF Open (VEA) 0.0 $84k +362% 1.7k 49.21
Jpmorgan Chase Common Stock (JPM) 0.0 $83k +27% 546.00 152.01
Vanguard Value MF Closed and MF Open (VTV) 0.0 $83k 629.00 131.96
Broadcom Common Stock (AVGO) 0.0 $83k +47% 179.00 463.69
Ishares Core MF Closed and MF Open (AOM) 0.0 $81k -25% 1.9k 43.36
Advanced Micro Common Stock (AMD) 0.0 $80k -43% 1.0k 78.82
Ishares Russell MF Closed and MF Open (IWY) 0.0 $79k 590.00 133.90
Ishares 1-3yr MF Closed and MF Open (SHY) 0.0 $78k 909.00 85.81
Ishares U S MF Closed and MF Open (IEO) 0.0 $78k 1.6k 48.75
United Parcel Common Stock (UPS) 0.0 $77k +28% 455.00 169.23
Jd.com Common Stock (JD) 0.0 $77k 910.00 84.62
Caterpillar Common Stock (CAT) 0.0 $77k 333.00 231.23
Ishares Currency MF Closed and MF Open (HEFA) 0.0 $76k -9% 2.3k 33.19
Nexpoint Residential Common Stock (NXRT) 0.0 $75k -29% 1.6k 46.32
Eaton Vance MF Closed and MF Open (ETW) 0.0 $75k 7.3k 10.26
Ishares Morningstar MF Closed and MF Open (IMCB) 0.0 $73k +7% 289.00 252.60
Waste Management Common Stock (WM) 0.0 $73k 568.00 128.52
Vanguard Financials MF Closed and MF Open (VFH) 0.0 $72k -18% 847.00 85.01
Independence Realty Common Stock (IRT) 0.0 $71k -42% 4.7k 15.11
Deere & Co Common Stock (DE) 0.0 $71k 189.00 375.66
Consolidated Edison Common Stock (ED) 0.0 $71k 947.00 74.97
Ishares Russell MF Closed and MF Open (IWV) 0.0 $71k 298.00 238.25
Wisdomtree U S MF Closed and MF Open (DES) 0.0 $70k 2.3k 31.11
Costco Wholesale Common Stock (COST) 0.0 $69k -3% 195.00 353.85
Spdr Portfolio MF Closed and MF Open (SPTS) 0.0 $67k 2.2k 30.59
Nuveen P MF Closed and MF Open (JPC) 0.0 $66k 7.0k 9.43
Invesco High MF Closed and MF Open (PEY) 0.0 $66k -48% 3.3k 20.23
First Trust MF Closed and MF Open (FDM) 0.0 $66k 1.1k 60.00
Vanguard Large MF Closed and MF Open (VV) 0.0 $65k +45% 350.00 185.71
Calamos Dynamic MF Closed and MF Open (CCD) 0.0 $65k +9% 2.0k 32.18
Avista Corp Common Stock (AVA) 0.0 $64k 1.3k 47.55
Union Pacific Corp Common Stock (UNP) 0.0 $64k +35% 291.00 219.93
First Constitution Common Stock (FCCY) 0.0 $63k -26% 3.6k 17.70
Gilead Sciences Common Stock (GILD) 0.0 $61k +74% 946.00 64.48
Target Corp Common Stock (TGT) 0.0 $59k +59% 300.00 196.67
Ishares Morningstar MF Closed and MF Open (IMCV) 0.0 $58k +12% 315.00 184.13
Colony Capital Common Stock 0.0 $57k -8% 8.8k 6.47
Janus Henderson MF Closed and MF Open (VNLA) 0.0 $56k +58% 1.1k 50.59
Cannae Holdings Common Stock (CNNE) 0.0 $56k 1.4k 39.74
Select Utilities MF Closed and MF Open (XLU) 0.0 $56k +12% 876.00 63.93
Danaher Corp Common Stock (DHR) 0.0 $54k +6% 238.00 226.89
Invesco Dynamic MF Closed and MF Open (PWB) 0.0 $54k +10% 795.00 67.92
Exact Sciences Common Stock (EXAS) 0.0 $53k 400.00 132.50
Vaneck Vectors MF Closed and MF Open (HYD) 0.0 $53k 860.00 61.63
Penn National Common Stock (PENN) 0.0 $52k -76% 500.00 104.00
Micron Technology Common Stock (MU) 0.0 $52k +434% 593.00 87.69
Vanguard Dividend MF Closed and MF Open (VIG) 0.0 $51k 347.00 146.97
Quidel Corp Common Stock (QDEL) 0.0 $51k +166% 400.00 127.50
Ishares S&p MF Closed and MF Open (IJT) 0.0 $51k 400.00 127.50
M F S Charter MF Closed and MF Open (MCR) 0.0 $51k 6.0k 8.50
Invesco Bulletshares MF Closed and MF Open (BSCN) 0.0 $51k 2.4k 21.58
Calamos Convertible MF Closed and MF Open (CHY) 0.0 $50k 3.3k 15.04
Msci Common Stock (MSCI) 0.0 $50k 120.00 416.67
Pinterest Common Stock (PINS) 0.0 $49k +9% 658.00 74.47
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $49k +1284% 914.00 53.61
Draftkings Common Stock (DKNG) 0.0 $48k 790.00 60.76
Ishares U S MF Closed and MF Open (IDU) 0.0 $48k 605.00 79.34
Ventas Common Stock (VTR) 0.0 $48k -9% 908.00 52.86
Medtronic Common Stock (MDT) 0.0 $47k +73% 401.00 117.21
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $47k +97% 6.1k 7.72
Ishares MF Closed and MF Open (SHYG) 0.0 $46k 1.0k 46.00
Phenixfin Corp MF Closed and MF Open (PFX) 0.0 $46k NEW 1.4k 32.97
Ishares Emerging MF Closed and MF Open (DVYE) 0.0 $45k 1.1k 39.40
Ishares Msci MF Closed and MF Open (EFA) 0.0 $44k -42% 580.00 75.86
FS KKR Common Stock 0.0 $44k -54% 2.3k 19.51
New Senior Common Stock (SNR) 0.0 $44k -36% 7.0k 6.28
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $43k +237% 827.00 52.00
Public Service Common Stock (PEG) 0.0 $43k 720.00 59.72
Eaton Vance MF Closed and MF Open (ETY) 0.0 $43k 3.4k 12.84
Automatic Data Common Stock (ADP) 0.0 $42k +127% 223.00 188.34
Ciena Corp Common Stock (CIEN) 0.0 $41k 750.00 54.67

Past Filings by Atlas Private Wealth Advisors

SEC 13F filings are viewable for Atlas Private Wealth Advisors going back to 2020