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Atlas Private Wealth Management, LLC13F | |
| Atlas Private Wealth Management, LLC | |
| Last update 2024-04-15 | 119 Stocks (5 new) |
| Value $238.00 Mil | Turnover 8 % |
Atlas Private Wealth Managemen... Top Holdings of 2024-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 111,804 | 9,143.3 | +9.65% | 3.840 | +0.34% | - | +1.27% | +2.56% | 23,974.8 | ||
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 168,211 | 8,535.0 | +3.79% | 3.590 | +0.13% | - | +0.70% | +1.61% | 4,014.8 | ||
BYLD | iShares Yield Optimized Bond ETF | 377,165 | 8,433.5 | +5.62% | 3.540 | +0.19% | - | +1.59% | +3.81% | 240.7 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 159,628 | 7,702.1 | +1.02% | 3.240 | +0.03% | - | +1.30% | +3.11% | 5,085.4 | ||
AAPL | Apple Inc | 43,307 | 7,426.2 | -5.20% | 3.120 | -0.21% | 0.000 | -9.80% | -19.32% | 3,010,465.1 | Hardware | |
SPY | S&P 500 ETF TRUST ETF | 13,711 | 7,171.9 | -4.41% | 3.010 | -0.14% | - | +5.81% | +4.21% | 614,394.6 | ||
XMHQ | Invesco S&P MidCap Quality ETF | 60,705 | 6,680.5 | +7.57% | 2.810 | +0.20% | - | +2.07% | -1.57% | 4,943.5 | ||
GOOGL | Alphabet Inc | 42,896 | 6,474.3 | +6.77% | 2.720 | +0.17% | 0.000 | +0.19% | -9.62% | 2,076,578.7 | Interactive Media | |
JPM | JPMorgan Chase & Co | 29,624 | 5,933.7 | +2.48% | 2.490 | +0.06% | 0.000 | +13.81% | +19.85% | 789,429.6 | Banks | |
JMUB | JPMorgan Municipal ETF | 115,801 | 5,875.7 | +5.33% | 2.470 | +0.13% | - | -0.07% | +0.19% | 2,961.9 |
Atlas Private Wealth Management, LLC's Historical Top Holdings Breakdowns
Atlas Private Wealth Management, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FBND | Fidelity Total Bond ETF | 2024-03-31 | Add Add | +0.63% | 44.85 ($45.38) 46.02 | $45.72 | 0.75% | Add 61.45% | 86,791 | 33,034 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2024-03-31 | Add Add | +0.56% | 96.75 ($97.87) 99.37 | $98.81 | 0.96% | Add 39.93% | 47,397 | 13,524 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-03-31 | Add Add | +0.51% | 68.14 ($71.19) 74.43 | $81.56 | 14.57% | Add 31.96% | 67,704 | 16,398 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-03-31 | Add Add | +0.40% | 93.77 ($99.55) 104.85 | $109.27 | 9.76% | Add 33.65% | 36,277 | 9,134 | |
IFRA | iShares U.S. Infrastructure ETF | 2024-03-31 | Sold Out Sold Out | -0.36% | 38.14 ($40.15) 43.36 | $48.20 | 20.05% | Sold Out | 0 | -18,846 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-03-31 | Add Add | +0.34% | 81.49 ($81.84) 82.34 | $82.73 | 1.09% | Add 9.65% | 111,804 | 9,842 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | New Buy New Buy | +0.30% | 53.67 ($56.61) 60.74 | $61.04 | 7.83% | New holding | 11,794 | 11,794 | |
DVY | iShares Select Dividend ETF | 2024-03-31 | Reduce Reduce | -0.25% | 113.31 ($117.11) 123.18 | $130.68 | 11.59% | Reduce -26.75% | 12,611 | -4,605 | |
VO | Vanguard Mid-Cap ETF | 2024-03-31 | Add Add | +0.24% | 225.86 ($236.38) 249.86 | $275.79 | 16.67% | Add 66.69% | 5,584 | 2,234 | |
BRK.B | Berkshire Hathaway Inc | 2024-03-31 | Add Add | +0.22% | 359.29 ($393.34) 420.52 | $486.21 | 23.61% | Add 17.33% | 8,552 | 1,263 |
Atlas Private Wealth Management, LLC Total Holding History ($B)
Atlas Private Wealth Management, LLC's Asset Allocation
Atlas Private Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Atlas Private Wealth Management, LLC's Hypothetical Growth since 2024-03-31
Atlas Private Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atlas Private Wealth Management, LLC's Holdings Heat Map
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Atlas Private Wealth Management, LLC's Holdings Bubble Chart
Atlas Private Wealth Management, LLC News
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