Atlas Private Wealth Advisors Incresed Positions in Q3 2024

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
424
+ 2.3%
$24.86 - $26.33 $10.5K - $11.2K
18.8K $492K
JPIB
Jpmorgan International Bond Op

ETFs
336
+ 4.38%
$46.96 - $48.73 $15.8K - $16.4K
8K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.44%
$475.2 - $527.7 $1.9K - $2.11K
921 $485K
ITA
Ishares Tr

ETFs
1
+ 0.07%
$131.58 - $149.64 $132 - $150
1.53K $229K
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.03%
$19.72 - $22.22 $78.9 - $88.9
11.8K $259K
QUAL
Ishares Msci Usa Quality Facto

ETFs
68
+ 4.66%
$162.64 - $179.3 $11.1K - $12.2K
1.53K $273K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.53%
$459.02 - $510.25 $1.38K - $1.53K
567 $280K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
173
+ 2.61%
$44.83 - $47.42 $7.76K - $8.2K
6.81K $320K
EFG
Msci Eafe Growth ETF

ETFs
2
+ 0.08%
$96.84 - $108.77 $194 - $218
2.64K $284K
ET
Energy Transfer LP

Energy
386
+ 1.8%
$15.43 - $16.44 $5.96K - $6.35K
21.9K $350K
FSCO
Fs Cr Opportunities Corp Com
462
+ 1.12%
N/A
41.9K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
556
+ 2.16%
N/A
26.3K $0
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$196.73 - $220.21 $197 - $220
1.45K $299K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
101
+ 1.29%
$42.59 - $60.56 $4.3K - $6.12K
7.92K $400K
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.28%
$500.12 - $562.29 $2K - $2.25K
1.41K $732K
MSFT
Microsoft Corp

Technology
593
+ 3.46%
$395.15 - $467.56 $234K - $277K
17.8K $7.64M
QCOM
Qualcomm Inc

Technology
3
+ 0.24%
$156.12 - $209.64 $468 - $629
1.23K $209K
CVX
Chevron Corp

Energy
78
+ 0.69%
$137.88 - $161.97 $10.8K - $12.6K
11.4K $1.67M
AMZN
Amazon Com Inc

Consumer Cyclical
86
+ 0.39%
$161.02 - $200.0 $13.8K - $17.2K
22.4K $4.18M
MRK
Merck & Co., Inc.

Healthcare
620
+ 3.02%
$111.15 - $128.97 $68.9K - $80K
21.1K $2.4M
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.04%
$148.65 - $191.18 $595 - $765
9.07K $1.5M
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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