Atlas Private Wealth Advisors Reduced Holdings in Q3 2025

Atlas Private Wealth Advisors

  • $380 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-897K
- 63.06%
$54.43 - $58.29 $48.8M - $52.3M
526K $30.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-499K
- 59.01%
$42.26 - $47.16 $21.1M - $23.6M
347K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-31K
- 51.13%
$617.65 - $666.84 $19.1M - $20.6M
29.6K $19.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-39.3K
- 79.75%
$435.72 - $463.74 $17.1M - $18.2M
9.98K $4.63M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-121K
- 83.91%
$134.42 - $141.26 $16.3M - $17.1M
23.2K $3.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-92.4K
- 62.99%
$181.56 - $190.33 $16.8M - $17.6M
54.3K $10.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-386K
- 41.36%
$39.8 - $42.86 $15.4M - $16.5M
547K $23.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26.9K
- 51.31%
$546.99 - $602.2 $14.7M - $16.2M
25.5K $15.3M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-229K
- 50.98%
$61.22 - $65.41 $14M - $15M
220K $14.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-184K
- 54.43%
$64.12 - $68.08 $11.8M - $12.5M
154K $10.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-593K
- 52.44%
$16.46 - $17.1 $9.76M - $10.1M
537K $9.14M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-272K
- 49.24%
$32.11 - $34.92 $8.73M - $9.49M
280K $9.79M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-341K
- 46.33%
$23.54 - $23.97 $8.03M - $8.18M
395K $9.46M
AAPL
Apple Inc.

Technology
-48.9K
- 52.22%
$202.38 - $256.87 $9.89M - $12.6M
44.7K $11.4M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-158K
- 45.19%
$48.72 - $50.73 $7.68M - $8M
191K $9.43M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-84.9K
- 39.55%
$74.93 - $80.73 $6.36M - $6.85M
130K $10.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-47.6K
- 22.59%
$100.37 - $100.74 $4.78M - $4.8M
163K $16.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-49.1K
- 37.92%
$97.75 - $100.75 $4.8M - $4.95M
80.4K $8.06M
MSFT
Microsoft Corp

Technology
-8.31K
- 54.42%
$491.09 - $535.64 $4.08M - $4.45M
6.96K $3.6M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
-153K
- 49.08%
$25.82 - $26.45 $3.96M - $4.06M
159K $4.18M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-18.7K
- 53.26%
$225.11 - $247.9 $4.21M - $4.64M
16.4K $4.06M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-73.9K
- 53.91%
$45.92 - $47.76 $3.39M - $3.53M
63.1K $3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-64.2K
- 29.14%
$50.53 - $50.82 $3.24M - $3.26M
156K $7.92M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-117K
- 56.1%
$26.52 - $27.64 $3.09M - $3.22M
91.2K $2.52M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.3K
- 57.26%
$211.65 - $238.24 $2.82M - $3.17M
9.93K $2.18M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-179K
- 76.66%
$14.46 - $15.29 $2.58M - $2.73M
54.4K $817K
PLTR
Palantir Technologies Inc.

Technology
-28K
- 50.5%
$130.68 - $186.97 $3.66M - $5.24M
27.5K $5.01M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-76.1K
- 41.8%
$36.04 - $38.78 $2.74M - $2.95M
106K $4.09M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-50.4K
- 51.43%
$48.04 - $50.89 $2.42M - $2.56M
47.6K $2.41M
HDV
Ishares Core High Dividend ETF

ETFs
-17.1K
- 47.43%
$118.16 - $123.66 $2.02M - $2.12M
19K $2.33M
META
Meta Platforms, Inc.

Communication Services
-2.42K
- 56.35%
$695.21 - $791.73 $1.69M - $1.92M
1.88K $1.38M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-36.4K
- 55.24%
$49.32 - $50.93 $1.79M - $1.85M
29.5K $1.49M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-20.1K
- 31.35%
$85.01 - $90.35 $1.71M - $1.82M
44K $3.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.12K
- 58.93%
$293.94 - $444.72 $2.09M - $3.16M
4.96K $2.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-56.7K
- 22.11%
$42.67 - $46.91 $2.42M - $2.66M
200K $9.35M
NVDA
Nvidia Corp

Technology
-11.3K
- 58.9%
$153.3 - $186.58 $1.73M - $2.11M
7.88K $1.47M
GOOG
Alphabet Inc.

Communication Services
-11.7K
- 57.28%
$175.16 - $255.24 $2.05M - $2.98M
8.71K $2.12M
XLF
Financial Sector Spdr

ETFs
-28.9K
- 55.97%
$51.37 - $54.25 $1.49M - $1.57M
22.8K $1.23M
PFF
Ishares Trust Ishares Pfd And

ETFs
-49K
- 48.04%
$30.67 - $32.13 $1.5M - $1.58M
53K $1.68M
COST
Costco Wholesale Corp

Consumer Defensive
-1.27K
- 53.59%
$915.95 - $994.57 $1.16M - $1.26M
1.1K $1.02M
XLK
Technology Sector Spdr

ETFs
-5.43K
- 49.43%
$250.97 - $282.66 $1.36M - $1.53M
5.55K $1.57M
JNJ
Johnson & Johnson

Healthcare
-8.76K
- 63.3%
$155.17 - $185.42 $1.36M - $1.62M
5.08K $941K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12.6K
- 52.15%
$92.18 - $95.14 $1.16M - $1.19M
11.5K $1.1M
FV
First Trust Dorsey Wright Focu

ETFs
-20.5K
- 53.23%
$59.23 - $62.14 $1.21M - $1.27M
18K $1.11M
PM
Philip Morris International Inc.

Consumer Defensive
-5.69K
- 68.65%
$157.77 - $183.27 $897K - $1.04M
2.6K $421K
XOM
Exxon Mobil Corp

Energy
-9.41K
- 72.39%
$105.83 - $117.22 $995K - $1.1M
3.59K $404K
TT
Trane Technologies PLC

Industrials
-2.09K
- 50.59%
$398.96 - $472.54 $832K - $985K
2.04K $859K
DVY
Ishares Tr

ETFs
-7.48K
- 50.52%
$133.88 - $142.57 $1M - $1.07M
7.32K $1.04M
T
At&T Inc.

Communication Services
-30.4K
- 75.63%
$26.94 - $29.62 $819K - $900K
9.8K $276K
Activity Summary
Buys All Purchases 7 New Holdings 3 Increased Positions 4 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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