AP

Atlas Private Wealth Management, LLC

13F
Atlas Private Wealth Management, LLC
Last update 2024-04-15 119 Stocks (5 new)
Value $238.00 Mil Turnover 8 %
Countries:
Top Holdings: SHY(3.84%)JMST(3.59%)BYLD(3.54%)LMBS(3.24%)AAPL(3.12%)
Summary Stock Picks Current Portfolio
Atlas Private Wealth Managemen... Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHY 		iShares 1-3 Year Treasury Bond ETF
111,804
9,143.3
+9.65%
3.840
+0.34%
-
+1.11%
+2.21%
23,908.0
 
JMST 		JPMorgan Ultra-Short Municipal Income ETF
168,211
8,535.0
+3.79%
3.590
+0.13%
-
+0.71%
+1.38%
3,774.7
 
BYLD 		iShares Yield Optimized Bond ETF
377,165
8,433.5
+5.62%
3.540
+0.19%
-
+0.64%
+2.98%
238.8
 
LMBS 		First Trust Low Duration Mortgage Opportunities ET
159,628
7,702.1
+1.02%
3.240
+0.03%
-
+0.96%
+2.46%
5,020.5
 
AAPL 		Apple Inc
43,307
7,426.2
-5.20%
3.120
-0.21%
0.000
-14.35%
-19.28%
3,011,809.3
Hardware
SPY 		S&P 500 ETF TRUST ETF
13,711
7,171.9
-4.41%
3.010
-0.14%
-
+2.26%
+1.73%
608,012.3
 
XMHQ 		Invesco S&P MidCap Quality ETF
60,705
6,680.5
+7.57%
2.810
+0.20%
-
+4.86%
+0.05%
5,002.3
 
GOOGL 		Alphabet Inc
42,896
6,474.3
+6.77%
2.720
+0.17%
0.000
-1.86%
-10.30%
2,065,436.3
Interactive Media
JPM 		JPMorgan Chase & Co
29,624
5,933.7
+2.48%
2.490
+0.06%
0.000
+4.61%
+10.33%
726,747.1
Banks
JMUB 		JPMorgan Municipal ETF
115,801
5,875.7
+5.33%
2.470
+0.13%
-
-1.36%
-0.17%
2,896.8
 

Atlas Private Wealth Management, LLC's Historical Top Holdings Breakdowns

Atlas Private Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FBND 		Fidelity Total Bond ETF2024-03-31Add
+0.63%
●
44.85 ($45.38) 46.02
$45.38
0%
Add 61.45%
86,791
33,034
AGG 		iShares Core U.S. Aggregate Bond ETF2024-03-31Add
+0.56%
●
96.75 ($97.87) 99.37
$98.07
0.20%
Add 39.93%
47,397
13,524
IEFA 		iShares Core MSCI EAFE ETF2024-03-31Add
+0.51%
●
68.14 ($71.19) 74.43
$83.31
17.02%
Add 31.96%
67,704
16,398
EFG 		iShares MSCI EAFE Growth ETF2024-03-31Add
+0.40%
●
93.77 ($99.55) 104.85
$111.07
11.58%
Add 33.65%
36,277
9,134
IFRA 		iShares U.S. Infrastructure ETF2024-03-31Sold Out
-0.36%
●
38.14 ($40.15) 43.36
$48.04
19.64%
Sold Out
0
-18,846
SHY 		iShares 1-3 Year Treasury Bond ETF2024-03-31Add
+0.34%
●
81.49 ($81.84) 82.34
$82.44
0.74%
Add 9.65%
111,804
9,842
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31New Buy
+0.30%
●
53.67 ($56.61) 60.74
$60.41
6.72%
New holding
11,794
11,794
DVY 		iShares Select Dividend ETF2024-03-31Reduce
-0.25%
●
113.31 ($117.11) 123.18
$130.08
11.08%
Reduce -26.75%
12,611
-4,605
VO 		Vanguard Mid-Cap ETF2024-03-31Add
+0.24%
●
225.86 ($236.38) 249.86
$272.08
15.10%
Add 66.69%
5,584
2,234
BRK.B 		Berkshire Hathaway Inc2024-03-31Add
+0.22%
●
359.29 ($393.34) 420.52
$487.11
23.84%
Add 17.33%
8,552
1,263

Atlas Private Wealth Management, LLC Total Holding History ($B)

To

Atlas Private Wealth Management, LLC's Asset Allocation

To

Atlas Private Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Atlas Private Wealth Management, LLC's Holdings Bubble Chart

Atlas Private Wealth Management, LLC News

  • 1

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