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CIK: 0001814234
Total reported value
$456.8M
$456.8M
153 檔
59.1%
According to the latest 13F quarterly dataset, Atlas Private Wealth Advisors managed an equity portfolio of $456.8M at the end of Q3 2024, spanning 153 distinct U.S. exchange-listed positions.
In Q3 2024, Atlas Private Wealth Advisors displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 10.19% | +0.61% | -0.44% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.57% | +0.46% | +4.26% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.82% | +0.14% | -4.28% | |
| 4 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 5.98% | -1.71% | -0.64% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.56% | -0.95% | +3.79% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.42% | -0.10% | +30.59% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.75% | +0.49% | -23.19% | |
| 8 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.50% | -0.02% | -17.29% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.06% | -0.08% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | +0.57% | +34.77% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.57% | -1.61% | +98.56% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.45% | +0.12% | +5.97% | |
| 13 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 2.31% | -0.07% | +210.25% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 2.30% | -0.03% | +11.80% | |
| 15 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.00% | +0.17% | -27.38% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.83% | +0.21% | +65.82% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.74% | +44.16% | |
| 18 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.36% | -0.23% | -1.27% | |
| 19 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 1.30% | -0.01% | — | |
| 20 | FMHI | First Trust Municipal High I | ETF-Other | 1.14% | -0.09% | -0.75% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | -0.04% | +3.46% | |
| 22 | PFM | Invesco Dividend Achievers E | ETF-Other | 0.86% | -0.02% | -8.41% | |
| 23 | FMB | First Trust Managed Municipa | ETF-Other | 0.70% | -0.05% | -0.72% | |
| 24 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.63% | -0.06% | EXIT | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.04% | +3.21% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.03% | +0.39% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.59% | -0.05% | -5.54% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-Other | 0.54% | -0.03% | +0.28% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.07% | -2.39% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | +0.49% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.02% | -6.82% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.10% | -0.11% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.02% | +1.78% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.41% | — | +0.30% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.01% | +3.12% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.39% | +0.04% | +0.97% | |
| 37 | CLX | Clorox Company | Stock-Consumer Staples | 0.37% | — | +2.72% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.36% | -0.01% | -3.12% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.05% | EXIT | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.34% | -0.01% | +0.40% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.01% | -6.63% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.32% | -0.24% | +30.00% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.01% | +0.22% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.02% | +5.65% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.17% | +0.62% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | — | -0.73% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.28% | — | +2.68% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.03% | +0.09% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | +0.95% | +0.64% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.06% | EXIT |
According to official SEC Form 13F filings, Atlas Private Wealth Advisors reported a total U.S. public equity portfolio value of $456.8M across 153 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPMD, SPSM, RSP) accounted for 59.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
BUFZ
市值: $9.0M
Top Position Liquidated / Trimmed
MPC
前期市值: $260.2K
During Q3 2024, Atlas Private Wealth Advisors's top holdings by market value included SPMD (10.2%)、SPSM (9.6%)、RSP (7.8%). The largest single position, SPMD, represented 10.2% of total portfolio value.
In Q3 2024, Atlas Private Wealth Advisors made 49 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 11 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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