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CIK: 0001814234
Total reported value
$456.8M
$456.8M
170 檔
57.8%
As reported in its official Q4 2024 Form 13F filing, Atlas Private Wealth Advisors's tracked investment portfolio stood at $456.8M with 170 total positions.
In Q4 2024, Atlas Private Wealth Advisors displayed an active expansion posture, initiating 11 new positions and adding to 17 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 | 10.12% | +0.61% | +1.52% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.52% | +0.46% | +3.06% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.27% | +0.14% | -2.89% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.34% | -0.10% | +0.05% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.21% | -0.95% | +1.74% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.13% | +0.49% | -1.98% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.06% | +0.04% | |
| 8 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 3.33% | -0.02% | -2.38% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.25% | -1.71% | -43.14% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.67% | +0.12% | +13.69% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.65% | +0.57% | -0.88% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.59% | -1.61% | +3.45% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.33% | -0.03% | -2.78% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.24% | +0.17% | +17.07% | |
| 15 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 2.16% | -0.07% | +3.15% | |
| 16 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 2.11% | -0.01% | +62.92% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +0.74% | -1.04% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.64% | +0.21% | -1.31% | |
| 19 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.47% | -0.23% | +9.15% | |
| 20 | FMHI | First Trust Municipal High I | ETF-Other | 1.16% | -0.09% | +6.56% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.04% | +1.28% | |
| 22 | PFM | Invesco Dividend Achievers E | ETF-Other | 0.78% | -0.02% | -6.85% | |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.73% | -0.04% | — | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 0.70% | -0.05% | +3.62% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.67% | +0.30% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.03% | -5.00% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.02% | -6.02% | |
| 28 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.61% | -0.06% | EXIT | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | -0.24% | -5.95% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-Other | 0.58% | -0.05% | +4.97% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.04% | +2.03% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.07% | -4.59% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.49% | -0.03% | -2.68% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.46% | -0.04% | +149.13% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.59% | +431.74% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.01% | -2.79% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.40% | — | -2.34% | |
| 38 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 0.40% | -0.01% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | +1.12% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.10% | -6.94% | |
| 41 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.38% | +0.04% | -0.70% | |
| 42 | CLX | Clorox Company | Stock-Consumer Staples | 0.37% | — | +1.23% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.01% | -0.66% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | +0.60% | — | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.34% | +0.22% | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.01% | +0.27% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.02% | +2.09% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.25% | +119.24% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.05% | EXIT | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.01% | +0.33% |
According to official SEC Form 13F filings, Atlas Private Wealth Advisors reported a total U.S. public equity portfolio value of $456.8M across 170 disclosed positions in Q4 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 57.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BUFD
市值: $5.1M
Top Position Liquidated / Trimmed
HUM
前期市值: $300.9K
During Q4 2024, Atlas Private Wealth Advisors's top holdings by market value included SPMD (10.1%)、SPSM (9.5%)、RSP (7.3%). The largest single position, SPMD, represented 10.1% of total portfolio value.
In Q4 2024, Atlas Private Wealth Advisors made 50 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 2 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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