AP

Atlas Private Wealth Advisors

13F
Atlas Private Wealth Advisors
Last update 2025-04-17 183 Stocks (21 new)
Value $713.00 Mil Turnover 24 %
Countries:
Atlas Private Wealth Advisors Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
1,467,418
75,102.9
+12.44%
10.540
+1.17%
0.620
+16.95%
+2.42%
13,459.2
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
926,184
37,751.8
-38.04%
5.300
-3.62%
0.350
+18.76%
-1.33%
11,652.8
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
995,977
36,263.6
+16.58%
5.090
+0.72%
0.150
+16.16%
+20.35%
27,027.8
 
SPY
SPDR S&P 500 ETF Trust
63,385
35,462.8
+98.81%
4.980
+2.48%
0.010
+17.14%
+7.04%
641,384.0
 
RSP
Invesco S&P 500 Equal Weight ETF
163,400
28,306.9
-44.11%
3.970
-3.21%
0.040
+14.29%
+6.18%
73,004.5
 
PWV
Invesco Large Cap Value ETF
456,583
27,173.2
+64.65%
3.810
+1.50%
2.610
+14.75%
+10.59%
1,110.8
 
QQQ
INVESCO QQQ Trust
54,291
25,461.5
+126.37%
3.570
+1.99%
0.010
+22.10%
+8.69%
355,935.0
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
52,512
22,055.6
-40.63%
3.090
-2.17%
0.060
+10.82%
+5.07%
38,454.0
 
AAPL
Apple Inc
95,986
21,321.2
-1.46%
2.990
-0.05%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
SGOV
iShares 0-3 Month Treasury Bond ETF
211,014
21,244.0
New Holding
2.980
+2.98%
0.050
+1.06%
+2.27%
49,766.7
 

Atlas Private Wealth Advisors's Historical Top Holdings Breakdowns

Atlas Private Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Reduce
Reduce
-3.62%
40.03 ($44.05) 46.81
$43.96
-0.20%
Reduce -38.04%
926,184
-568,724
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Reduce
Reduce
-3.21%
169.43 ($177.82) 182.84
$184.42
3.71%
Reduce -44.11%
163,400
-128,968
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
New Buy
New Buy
+2.98%
100.34 ($100.51) 100.68
$100.51
0%
New holding
211,014
211,014
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-2.92%
91.17 ($93.56) 95.39
$94.32
0.81%
Reduce -55.99%
175,015
-222,618
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.48%
551.42 ($587.78) 612.93
$623.62
6.10%
Add 98.81%
63,385
31,503
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Reduce
Reduce
-2.17%
408.78 ($432.49) 448.82
$443.57
2.56%
Reduce -40.63%
52,512
-35,933
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+1.99%
468.34 ($508.07) 539.52
$554.20
9.08%
Add 126.37%
54,291
30,308
XLF
Financial Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.84%
47.32 ($50.16) 52.19
$52.16
3.99%
Reduce -78.85%
72,003
-268,493
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
Add
Add
+1.68%
23.2 ($24.7) 25.73
$24.89
0.77%
Add 1792.51%
532,154
504,035
CWI
SPDR MSCI ACWI ex-US ETF
2025-03-31
Add
Add
+1.55%
27.47 ($29.31) 30.62
$32.55
11.05%
Add 220.17%
544,401
374,364

Atlas Private Wealth Advisors Total Holding History ($B)

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Atlas Private Wealth Advisors's Asset Allocation

To

Atlas Private Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Atlas Private Wealth Advisors's Hypothetical Growth since 2025-03-31

Atlas Private Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

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