Atlas Private Wealth Advisors

Atlas Private Wealth Advisors as of March 31, 2026

Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 132 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPMD) 7.7 $33M 550k 59.22
Spdr Index Shs Fds State Street Spd (SPDW) 6.3 $27M 591k 45.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.5 $24M 36k 650.33
Spdr Series Trust State Street Spd (SPYM) 5.2 $22M 288k 76.54
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.7 $20M 196k 100.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.1 $17M 182k 95.44
Spdr Series Trust State Street Spd (SPSM) 4.0 $17M 350k 48.32
Invesco Exchange Traded Fd T Large Cap Value (PWV) 3.9 $17M 240k 69.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $17M 29k 577.19
Spdr Series Trust State Street Spd (SPTM) 3.1 $13M 167k 79.06
Ishares Tr Core Div Grwth (DGRO) 2.8 $12M 169k 70.18
Spdr Index Shs Fds State Street Spd (CWI) 2.8 $12M 321k 36.59
Apple (AAPL) 2.5 $11M 43k 253.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $11M 56k 191.92
Spdr Index Shs Fds State Street Spd (SPEM) 2.5 $11M 224k 46.91
First Tr Exchange-traded Ft Vest Ris (RDVI) 2.3 $9.8M 385k 25.55
Spdr Series Trust State Street Spd (SPHY) 2.3 $9.8M 422k 23.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.0 $8.5M 169k 50.37
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $8.2M 83k 99.27
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.7 $7.2M 148k 48.71
Global X Fds Nasdaq 100 Cover (QYLD) 1.7 $7.1M 416k 17.15
Ssga Active Tr State Street Loo (OBND) 1.1 $4.7M 183k 25.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $4.5M 116k 38.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.1 $4.5M 19k 237.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $4.1M 47k 86.69
Palantir Technologies Cl A (PLTR) 0.9 $4.0M 27k 146.28
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.7 $3.2M 6.8k 463.17
Ishares Tr Future Exponenti (XT) 0.7 $3.0M 44k 68.15
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.7 $2.9M 62k 47.54
Ishares Tr Core High Dv Etf (HDV) 0.6 $2.8M 20k 135.72
Ab Active Etfs Ultra Short Incm (YEAR) 0.6 $2.6M 51k 50.48
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.5M 8.6k 286.86
Microsoft Corporation (MSFT) 0.6 $2.4M 6.4k 370.19
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.5 $2.3M 69k 33.74
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.5 $2.3M 49k 46.16
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.5 $2.2M 43k 51.09
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $2.1M 76k 28.00
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.5 $2.1M 43k 47.98
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.5 $2.0M 176k 11.57
Amazon (AMZN) 0.5 $2.0M 9.6k 208.27
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.5 $2.0M 76k 26.27
Tesla Motors (TSLA) 0.4 $1.9M 5.0k 371.75
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $1.7M 33k 50.66
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.4 $1.6M 12k 126.98
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $1.6M 12k 132.90
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.5M 50k 30.32
Nuveen California Muni Vlu F Com Stk (NCA) 0.3 $1.4M 150k 9.38
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.4M 21k 67.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.4M 40k 33.97
NVIDIA Corporation (NVDA) 0.3 $1.2M 6.9k 174.41
Vaneck Etf Trust Uranium And Nucl (NLR) 0.3 $1.1M 8.6k 133.18
Johnson & Johnson (JNJ) 0.3 $1.1M 4.6k 244.45
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.9k 287.57
Exxon Mobil Corporation (XOM) 0.3 $1.1M 6.5k 169.67
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.3 $1.1M 22k 50.43
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.1M 1.7k 653.29
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.3 $1.1M 18k 60.44
Meta Platforms Cl A (META) 0.2 $1.0M 1.8k 572.20
Ishares Tr Select Divid Etf (DVY) 0.2 $1.0M 6.8k 151.42
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $952k 35k 27.15
Etf Ser Solutions Defiance Quantum (QTUM) 0.2 $945k 8.8k 107.30
Costco Wholesale Corporation (COST) 0.2 $883k 886.00 996.73
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $877k 10k 87.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $867k 15k 56.68
Trane Technologies SHS (TT) 0.2 $853k 2.0k 416.83
Amgen (AMGN) 0.2 $819k 2.3k 351.88
Broadcom (AVGO) 0.2 $762k 2.5k 309.51
First Tr Exchange-traded SHS (FDL) 0.2 $757k 15k 50.80
Spdr Index Shs Fds State Street Spd (QWLD) 0.2 $741k 5.2k 143.14
Spdr Series Trust State Street Spd (PSK) 0.2 $728k 24k 30.84
Fidelity Covington Trust Fundamental Larg (FFLC) 0.2 $703k 14k 51.29
JPMorgan Chase & Co. (JPM) 0.2 $701k 2.4k 294.18
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $686k 7.4k 92.74
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $638k 13k 49.37
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $622k 9.1k 68.28
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $603k 14k 42.54
Ishares Tr Core Msci Total (IXUS) 0.1 $584k 6.7k 86.64
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $576k 1.7k 338.04
Intel Corporation (INTC) 0.1 $537k 12k 44.13
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.1 $500k 7.0k 71.81
Commercial Metals Company (CMC) 0.1 $491k 8.0k 61.43
Chevron Corporation (CVX) 0.1 $489k 2.4k 206.91
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $474k 12k 38.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $470k 981.00 479.18
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $440k 13k 33.77
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.1 $434k 2.7k 158.81
Home Depot (HD) 0.1 $434k 1.3k 328.89
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $431k 6.9k 62.56
Realty Income (O) 0.1 $427k 7.0k 61.18
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $423k 2.9k 145.03
Ishares Tr Russell 2000 Etf (IWM) 0.1 $418k 1.7k 248.06
Vanguard World Inf Tech Etf (VGT) 0.1 $414k 594.00 697.23
Abbvie (ABBV) 0.1 $408k 1.9k 217.47
American Express Company (AXP) 0.1 $404k 1.3k 302.45
Fair Isaac Corporation (FICO) 0.1 $360k 337.00 1067.54
Visa Com Cl A (V) 0.1 $358k 1.2k 302.28
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $341k 8.0k 42.56
Ishares Tr Us Consm Staples (IYK) 0.1 $326k 4.7k 70.03
Procter & Gamble Company (PG) 0.1 $325k 2.3k 144.47
McDonald's Corporation (MCD) 0.1 $314k 1.0k 310.89
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $298k 5.6k 52.78
Diamondback Energy (FANG) 0.1 $297k 1.5k 197.79
Wal-Mart Stores (WMT) 0.1 $294k 2.4k 124.27
Micron Technology (MU) 0.1 $290k 858.00 338.02
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $290k 16k 17.75
Spdr Index Shs Fds State Street Spd (SPGM) 0.1 $289k 3.8k 75.70
Lowe's Companies (LOW) 0.1 $289k 1.2k 236.28
Philip Morris International (PM) 0.1 $287k 1.7k 165.32
Mastercard Incorporated Cl A (MA) 0.1 $285k 571.00 499.81
Netflix (NFLX) 0.1 $277k 2.9k 96.15
Verizon Communications (VZ) 0.1 $275k 5.5k 50.20
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $274k 1.2k 233.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $273k 3.4k 79.56
Blackrock Etf Trust Ishares Us Larg (BALI) 0.1 $270k 8.8k 30.81
Ishares Tr Future Ai & Tech (ARTY) 0.1 $265k 5.7k 46.53
Pepsi (PEP) 0.1 $264k 1.7k 155.27
Ciena Corp Com New (CIEN) 0.1 $252k 650.00 388.23
International Business Machines (IBM) 0.1 $244k 1.0k 242.32
Global X Fds Russell 2000 (RYLD) 0.1 $242k 16k 14.95
Ishares Tr Eafe Value Etf (EFV) 0.1 $240k 3.2k 74.34
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $239k 4.8k 49.37
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $235k 1.9k 124.30
Goldman Sachs (GS) 0.1 $232k 274.00 844.85
Totalenergies Se Act (TTE) 0.1 $229k 2.5k 90.98
Advanced Micro Devices (AMD) 0.1 $225k 1.1k 203.43
Texas Instruments Incorporated (TXN) 0.1 $222k 1.1k 194.14
Quanta Services (PWR) 0.1 $221k 403.00 548.40
Merck & Co (MRK) 0.1 $218k 1.8k 120.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $218k 11k 19.30
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $204k 2.3k 88.48
Vince Hldg Corp Com New (VNCE) 0.0 $126k 52k 2.41
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $96k 19k 5.10