Atlas Private Wealth Advisors Purchases in Q3 2024

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
303K
+ 210.25%
$33.58 - $35.96 $10.2M - $10.9M
447K $15.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20.7K
+ 30.59%
$386.81 - $423.12 $8.01M - $8.76M
88.4K $37.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
173K
+ 98.56%
$50.52 - $50.95 $8.73M - $8.8M
348K $17.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
59.3K
+ 4.26%
$41.02 - $46.01 $2.43M - $2.73M
1.45M $66M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
121K
+ 65.82%
$36.02 - $41.68 $4.37M - $5.05M
305K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.3K
+ 34.77%
$517.38 - $573.86 $4.29M - $4.76M
32.2K $18.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.42K
+ 44.16%
$434.77 - $502.96 $3.23M - $3.73M
24.2K $11.8M
IEF
Ishares Barclays

ETFs
14.3K
+ 3.79%
$92.67 - $99.14 $1.32M - $1.41M
391K $38.3M
XLF
Financial Sector Spdr

ETFs
37K
+ 11.8%
$40.84 - $45.74 $1.51M - $1.69M
350K $15.9M
DGRO
Ishares Core Dividend Growth E

ETFs
15.2K
+ 5.97%
$57.47 - $62.76 $872K - $953K
270K $16.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.49K
+ 57.35%
$89.91 - $101.33 $493K - $556K
15.1K $1.48M
JNJ
Johnson & Johnson

Healthcare
831
+ 3.21%
$145.48 - $167.38 $121K - $139K
26.7K $4.33M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 0.49%
$333.64 - $405.2 $13K - $15.8K
8K $3.24M
CLX
Clorox CO

Consumer Defensive
419
+ 2.72%
$131.73 - $166.97 $55.2K - $70K
15.8K $2.57M
PM
Philip Morris International Inc.

Consumer Defensive
78
+ 0.4%
$101.25 - $127.45 $7.9K - $9.94K
19.5K $2.37M
T
At&T Inc.

Communication Services
381
+ 0.3%
$18.21 - $22.28 $6.94K - $8.49K
128K $2.81M
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.22%
$245.82 - $304.51 $3.93K - $4.87K
7.28K $2.22M
META
Meta Platforms, Inc.

Communication Services
202
+ 5.65%
$453.41 - $572.44 $91.6K - $116K
3.78K $2.16M
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 3.12%
$38.89 - $45.0 $73K - $84.4K
62K $2.78M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.46K
New
$93.07 - $102.32 $229K - $251K
2.46K $251K
TT
Trane Technologies PLC

Industrials
8
+ 0.2%
$314.21 - $388.71 $2.51K - $3.11K
4.03K $1.57M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.08K
+ 15.33%
$75.88 - $83.21 $158K - $173K
15.6K $1.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.1K
+ 4.72%
$15.22 - $16.33 $184K - $197K
268K $4.34M
MDT
Medtronic PLC

Healthcare
1.16K
+ 10.84%
$76.84 - $91.03 $89.4K - $106K
11.9K $1.07M
INTC
Intel Corp

Technology
9.45K
New
$18.9 - $34.87 $179K - $329K
9.45K $221K
KHC
Kraft Heinz CO

Consumer Defensive
6.1K
New
$31.86 - $36.13 $194K - $220K
6.1K $214K
NJR
New Jersey Resources Corp

Utilities
4.29K
New
$42.03 - $48.02 $180K - $206K
4.29K $202K
PFF
Ishares Trust Ishares Pfd And

ETFs
310
+ 0.28%
$31.18 - $33.5 $9.67K - $10.4K
112K $3.72M
PG
Procter & Gamble CO

Consumer Defensive
287
+ 1.78%
$160.76 - $177.82 $46.1K - $51K
16.4K $2.84M
GILD
Gilead Sciences, Inc.

Healthcare
736
+ 9.68%
$66.59 - $83.99 $49K - $61.8K
8.34K $699K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
174
+ 11.27%
$405.19 - $478.57 $70.5K - $83.3K
1.72K $790K
IXUS
Ishares Tr

ETFs
1K
+ 6.63%
$64.9 - $73.35 $64.9K - $73.4K
16.1K $1.17M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.35K
+ 21.79%
$68.79 - $76.02 $93K - $103K
7.56K $574K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.15%
$163.84 - $199.33 $1.15K - $1.4K
4.7K $928K
NEE
Nextera Energy Inc

Utilities
290
+ 4.37%
$69.9 - $84.97 $20.3K - $24.6K
6.92K $585K
PFE
Pfizer Inc

Healthcare
1.73K
+ 2.68%
$27.7 - $31.39 $47.9K - $54.3K
66.2K $1.92M
QWLD
Spdr Index Shs Fds

ETFs
260
+ 3.39%
$117.82 - $128.91 $30.6K - $33.5K
7.93K $1.02M
DUK
Duke Energy Corp

Utilities
328
+ 8.55%
$99.35 - $117.71 $32.6K - $38.6K
4.16K $480K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.15%
$66.91 - $81.4 $669 - $814
6.82K $550K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
490
+ 2.3%
$42.22 - $48.62 $20.7K - $23.8K
21.8K $1.02M
IBM
International Business Machines Corp

Technology
11
+ 0.65%
$175.1 - $223.38 $1.93K - $2.46K
1.69K $374K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.09%
$801.83 - $917.05 $1.6K - $1.83K
2.15K $1.9M
DIS
Walt Disney CO

Communication Services
912
+ 28.53%
$85.6 - $98.61 $78.1K - $89.9K
4.11K $395K
FV
First Trust Dorsey Wright Focu

ETFs
444
+ 0.97%
$51.35 - $59.82 $22.8K - $26.6K
46.1K $2.69M
NVDA
Nvidia Corp

Technology
800
+ 6.1%
$98.91 - $134.91 $79.1K - $108K
13.9K $1.69M
AMGN
Amgen Inc

Healthcare
36
+ 0.64%
$309.38 - $337.38 $11.1K - $12.1K
5.62K $1.81M
AVGO
Broadcom Inc.

Technology
4.29K
+ 906.13%
$136.27 - $1745.86 $584K - $7.48M
4.76K $821K
HYD
Vaneck High Yield Muni ETF

ETFs
651
+ 3.63%
$51.46 - $53.07 $33.5K - $34.5K
18.6K $985K
AOA
Ishares Tr Core Aggressive All

ETFs
449
+ 11.59%
$72.11 - $79.05 $32.4K - $35.5K
4.32K $341K
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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