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Atlas Private Wealth Advisors13F | |
| Atlas Private Wealth Advisors | |
| Last update 2025-04-17 | 183 Stocks (21 new) |
| Value $713.00 Mil | Turnover 24 % |
Atlas Private Wealth Advisors Top Holdings of 2025-03-31
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| 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 | +15.61% | +1.70% | 13,571.3 | ||
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 | +16.05% | -2.96% | 11,667.3 | ||
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 | +10.77% | +17.84% | 26,951.4 | ||
SPY | SPDR S&P 500 ETF Trust | 63,385 | 35,462.8 | +98.81% | 4.980 | +2.48% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 163,400 | 28,306.9 | -44.11% | 3.970 | -3.21% | 0.040 | +13.23% | +5.11% | 74,012.7 | ||
PWV | Invesco Large Cap Value ETF | 456,583 | 27,173.2 | +64.65% | 3.810 | +1.50% | 2.610 | +12.00% | +8.76% | 1,116.6 | ||
QQQ | INVESCO QQQ Trust | 54,291 | 25,461.5 | +126.37% | 3.570 | +1.99% | 0.010 | +26.38% | +9.79% | 357,775.2 | ||
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 | +13.26% | +4.17% | 38,338.8 | ||
AAPL | Apple Inc | 95,986 | 21,321.2 | -1.46% | 2.990 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 211,014 | 21,244.0 | New Holding | 2.980 | +2.98% | 0.050 | +0.02% | +0.27% | 51,002.5 |
Atlas Private Wealth Advisors's Historical Top Holdings Breakdowns
Atlas Private Wealth Advisors's Top Stock Picks
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| 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 | $43.59 | -1.04% | 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 | $184.18 | 3.58% | 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 | $100.59 | 0.08% | 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 | $94.40 | 0.90% | 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 | $627.58 | 6.77% | 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 | $443.26 | 2.49% | Reduce -40.63% | 52,512 | -35,933 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.99% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | 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 | $52.54 | 4.74% | 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 | $24.81 | 0.45% | 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 | $32.60 | 11.22% | Add 220.17% | 544,401 | 374,364 |
Atlas Private Wealth Advisors Total Holding History ($B)
Atlas Private Wealth Advisors's Asset Allocation
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 % |
|---|
Atlas Private Wealth Advisors's Holdings Heat Map
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Atlas Private Wealth Advisors's Holdings Bubble Chart
Atlas Private Wealth Advisors News
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