Atlas Private Wealth Advisors

Atlas Private Wealth Advisors as of March 31, 2025

Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 184 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p400 (SPMD) 10.5 $75M 1.5M 51.18
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.3 $38M 926k 40.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.1 $36M 996k 36.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $36M 63k 559.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $28M 163k 173.24
Invesco Exchange Traded Fd T Large Cap Value (PWV) 3.8 $27M 457k 59.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $26M 54k 468.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.1 $22M 53k 420.01
Apple (AAPL) 3.0 $21M 96k 222.13
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.0 $21M 211k 100.68
Ishares Tr Core Div Grwth (DGRO) 2.9 $21M 342k 61.78
Spdr Ser Tr Portfli High Yld (SPHY) 2.6 $18M 786k 23.42
First Tr Nas100 Eq Weighted SHS (QQEW) 2.6 $18M 151k 120.95
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.3 $17M 175k 95.37
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.2 $16M 544k 29.58
Global X Fds Nasdaq 100 Cover (QYLD) 2.1 $15M 909k 16.63
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $13M 192k 68.02
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.8 $13M 532k 23.72
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.7 $12M 376k 32.39
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.6 $12M 233k 50.71
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $11M 112k 98.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $10M 262k 39.37
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.4 $9.8M 195k 50.52
Ssga Active Tr Spdr Loomis Sayl (OBND) 1.1 $8.2M 315k 25.91
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $7.6M 116k 65.77
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.0 $7.0M 146k 47.80
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 1.0 $6.9M 278k 24.95
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $6.8M 35k 193.09
Microsoft Corporation (MSFT) 0.8 $6.0M 16k 375.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $5.9M 65k 91.03
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.7 $5.0M 110k 45.78
Palantir Technologies Cl A (PLTR) 0.7 $4.8M 56k 84.40
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.6 $4.7M 198k 23.50
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.6 $4.6M 94k 49.53
Ishares Tr Core High Dv Etf (HDV) 0.6 $4.3M 36k 121.12
Amazon (AMZN) 0.6 $4.3M 22k 190.26
Global X Fds Russell 2000 (RYLD) 0.5 $3.9M 257k 15.10
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $3.8M 76k 50.42
Select Sector Spdr Tr Financial (XLF) 0.5 $3.6M 72k 49.81
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $3.4M 109k 30.73
Johnson & Johnson (JNJ) 0.5 $3.2M 20k 165.84
Alphabet Cap Stk Cl C (GOOG) 0.4 $3.1M 20k 156.33
Tesla Motors (TSLA) 0.4 $3.0M 12k 259.16
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.3 $2.4M 45k 54.86
Meta Platforms Cl A (META) 0.3 $2.4M 4.2k 576.95
Ishares Tr Select Divid Etf (DVY) 0.3 $2.3M 17k 134.29
Select Sector Spdr Tr Technology (XLK) 0.3 $2.3M 11k 206.47
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.3 $2.1M 70k 30.79
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.3 $2.0M 65k 29.86
Costco Wholesale Corporation (COST) 0.3 $1.9M 2.0k 945.68
NVIDIA Corporation (NVDA) 0.3 $1.9M 18k 108.38
Procter & Gamble Company (PG) 0.3 $1.9M 11k 170.42
Home Depot (HD) 0.3 $1.9M 5.1k 366.42
Amgen (AMGN) 0.2 $1.7M 5.6k 311.53
Exxon Mobil Corporation (XOM) 0.2 $1.7M 14k 118.93
Philip Morris International (PM) 0.2 $1.7M 11k 158.72
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.7M 18k 93.67
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.5M 19k 79.86
At&t (T) 0.2 $1.5M 53k 28.28
Verizon Communications (VZ) 0.2 $1.5M 32k 45.36
McDonald's Corporation (MCD) 0.2 $1.4M 4.6k 312.36
Medtronic SHS (MDT) 0.2 $1.4M 16k 89.86
Chevron Corporation (CVX) 0.2 $1.4M 8.5k 167.32
Trane Technologies SHS (TT) 0.2 $1.4M 4.1k 336.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.4M 8.8k 154.65
Coca-Cola Company (KO) 0.2 $1.4M 19k 71.62
Ishares Tr Exponential Tech (XT) 0.2 $1.3M 23k 57.56
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $1.3M 45k 29.69
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.2 $1.3M 32k 40.67
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.3M 2.3k 561.87
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 5.1k 245.33
Fair Isaac Corporation (FICO) 0.2 $1.3M 679.00 1844.16
Clorox Company (CLX) 0.2 $1.2M 8.4k 147.26
Merck & Co (MRK) 0.2 $1.2M 13k 89.76
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $1.2M 20k 58.54
Pepsi (PEP) 0.2 $1.1M 7.7k 149.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.1k 532.58
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.2 $1.1M 8.6k 127.69
Abbvie (ABBV) 0.1 $976k 4.7k 209.47
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $962k 18k 54.76
Broadcom (AVGO) 0.1 $942k 5.6k 167.46
UnitedHealth (UNH) 0.1 $938k 1.8k 523.90
Ishares Tr Core Msci Total (IXUS) 0.1 $913k 13k 69.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $906k 18k 51.05
Visa Com Cl A (V) 0.1 $848k 2.4k 350.36
Pfizer (PFE) 0.1 $848k 34k 25.34
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $848k 17k 51.18
Ark Etf Tr Innovation Etf (ARKK) 0.1 $808k 17k 47.58
Dover Corporation (DOV) 0.1 $767k 4.4k 175.70
Commercial Metals Company (CMC) 0.1 $739k 16k 46.01
American Express Company (AXP) 0.1 $737k 2.7k 269.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $706k 3.5k 199.50
Mastercard Incorporated Cl A (MA) 0.1 $700k 1.3k 548.38
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $695k 22k 31.02
Wal-Mart Stores (WMT) 0.1 $670k 7.6k 87.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $651k 5.3k 121.92
Texas Instruments Incorporated (TXN) 0.1 $632k 3.5k 179.73
Ishares Tr Future Ai & Tech (ARTY) 0.1 $627k 20k 31.45
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $623k 5.6k 111.75
Vanguard World Inf Tech Etf (VGT) 0.1 $617k 1.1k 542.31
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $592k 9.5k 62.43
Anthem (ELV) 0.1 $580k 1.3k 435.24
Netflix (NFLX) 0.1 $572k 613.00 932.54
Fidelity National Financial Fnf Group Com (FNF) 0.1 $570k 8.8k 65.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $566k 7.2k 78.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $553k 3.3k 165.97
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $550k 2.5k 222.12
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $543k 12k 46.81
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $517k 7.1k 73.27
Intel Corporation (INTC) 0.1 $497k 22k 22.71
International Business Machines (IBM) 0.1 $494k 2.0k 248.77
Diamondback Energy (FANG) 0.1 $482k 3.0k 159.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $481k 4.4k 108.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $481k 935.00 513.98
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $474k 42k 11.25
Gilead Sciences (GILD) 0.1 $455k 4.1k 112.04
Ishares Tr Us Consm Staples (IYK) 0.1 $446k 6.2k 71.57
Lowe's Companies (LOW) 0.1 $442k 1.9k 233.23
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $441k 6.0k 74.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $441k 3.0k 146.00
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $437k 5.9k 74.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $419k 23k 18.59
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $407k 3.9k 104.56
Duke Energy Corp Com New (DUK) 0.1 $398k 3.3k 121.97
Kraft Heinz (KHC) 0.1 $390k 13k 30.43
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $389k 2.9k 135.68
Ishares Tr Eafe Value Etf (EFV) 0.1 $382k 6.5k 58.94
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $378k 15k 25.54
ConocoPhillips (COP) 0.1 $372k 3.5k 105.03
Ishares Tr Core 40/60 Moder (AOM) 0.1 $368k 8.4k 43.88
Bank of America Corporation (BAC) 0.1 $364k 8.7k 41.73
Apollo Global Mgmt (APO) 0.1 $359k 2.6k 136.94
Nextera Energy (NEE) 0.0 $353k 5.0k 70.86
Kinder Morgan (KMI) 0.0 $341k 12k 28.53
Simon Property (SPG) 0.0 $334k 2.0k 166.08
Goldman Sachs (GS) 0.0 $331k 605.00 547.18
Totalenergies Se Sponsored Ads (TTE) 0.0 $326k 5.0k 64.69
Honeywell International (HON) 0.0 $324k 1.5k 211.74
Ishares Tr Core Total Usd (IUSB) 0.0 $315k 6.8k 46.08
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $307k 4.0k 76.50
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $302k 43k 7.05
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $297k 6.2k 47.76
Stryker Corporation (SYK) 0.0 $296k 796.00 372.25
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $293k 7.8k 37.49
Walt Disney Company (DIS) 0.0 $293k 3.0k 98.73
Ishares Tr Ishares Biotech (IBB) 0.0 $291k 2.3k 127.90
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $287k 6.0k 47.89
Ingersoll Rand (IR) 0.0 $287k 3.6k 80.03
Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $283k 33k 8.65
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $277k 4.3k 65.17
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $276k 2.4k 113.76
Ishares Tr Core Msci Eafe (IEFA) 0.0 $274k 3.6k 75.65
Cigna Corp (CI) 0.0 $269k 816.00 329.30
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $267k 4.2k 63.66
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.0 $266k 5.3k 50.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $263k 1.5k 170.85
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $259k 2.0k 127.13
Global X Fds Artificial Etf (AIQ) 0.0 $259k 7.1k 36.37
MetLife (MET) 0.0 $256k 3.2k 80.29
Fs Kkr Capital Corp (FSK) 0.0 $250k 12k 20.95
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $246k 2.6k 94.58
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $245k 2.4k 103.08
First Tr Value Line Divid In SHS (FVD) 0.0 $244k 5.5k 44.59
General Mills (GIS) 0.0 $243k 4.1k 59.79
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.0 $236k 3.4k 69.78
Ishares Tr Core 60/40 Balan (AOR) 0.0 $233k 4.1k 57.57
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $230k 4.5k 51.08
McKesson Corporation (MCK) 0.0 $228k 339.00 672.99
Abbott Laboratories (ABT) 0.0 $225k 1.7k 132.60
Advanced Micro Devices (AMD) 0.0 $223k 2.2k 102.74
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $222k 2.5k 89.61
New Jersey Resources Corporation (NJR) 0.0 $221k 4.5k 49.05
Qualcomm (QCOM) 0.0 $221k 1.4k 153.65
Vince Hldg Corp Com New (VNCE) 0.0 $215k 112k 1.92
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $212k 1.5k 145.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $211k 3.6k 58.34
Quanta Services (PWR) 0.0 $207k 813.00 254.24
Prudential Financial (PRU) 0.0 $207k 1.9k 111.64
Cisco Systems (CSCO) 0.0 $200k 3.2k 61.71
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $195k 10k 18.85
Nuveen Ny Divid Advntg Mun F (NAN) 0.0 $162k 14k 11.38
Global Net Lease Com New (GNL) 0.0 $85k 11k 8.04
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $44k 10k 4.37
Lucid Group 0.0 $35k 15k 2.42