Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VLO
Valero Energy Corp

Energy
Q2 2021 Filed on Aug 02, 2021
11
$68.48 - $84.39 $753 - $928
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Aug 02, 2021
598
$58.75 - $63.84 $35.1K - $38.2K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
35
$17.47 - $19.38 $611 - $678
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
39
$55.86 - $61.05 $2.18K - $2.38K
FOXA
Fox Corp

Communication Services
Q2 2021 Filed on Aug 02, 2021
25
$36.31 - $38.83 $908 - $971
Flir Systems
Q2 2021 Filed on Aug 02, 2021
8
N/A
FISV
Fiserv Inc

Technology
Q2 2021 Filed on Aug 02, 2021
17
$106.59 - $126.55 $1.81K - $2.15K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q2 2021 Filed on Aug 02, 2021
335
$50.05 - $54.92 $16.8K - $18.4K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2021 Filed on Aug 02, 2021
100
$30.66 - $32.17 $3.07K - $3.22K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Aug 02, 2021
296
$103.96 - $118.18 $30.8K - $35K
NBEVQ
Newage Inc. Com
Q2 2021 Filed on Aug 02, 2021
1,000
N/A
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
2
$507.82 - $566.21 $1.02K - $1.13K
RJF
Raymond James Financial Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$82.71 - $91.09 $414 - $455
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Aug 02, 2021
3
$153.58 - $169.59 $461 - $509
RGA
Reinsurance Group Of America Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$112.61 - $134.43 $563 - $672
Call 4 Astrazeneca PLC
Q2 2021 Filed on Aug 02, 2021
1
N/A
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Aug 02, 2021
130
$54.57 - $54.92 $7.09K - $7.14K
RELX
Relx PLC

Communication Services
Q2 2021 Filed on Aug 02, 2021
53
$25.53 - $27.25 $1.35K - $1.44K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$92.19 - $123.86 $3.69K - $4.95K
KEX
Kirby Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
16
$59.62 - $69.96 $954 - $1.12K
Call 6 Cisco Systems Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
11
$69.86 - $77.29 $768 - $850
IX
Orix Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
14
$79.91 - $91.26 $1.12K - $1.28K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
4
$89.43 - $102.27 $358 - $409
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$79.48 - $119.0 $3.18K - $4.76K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
9
$146.42 - $171.59 $1.32K - $1.54K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
14
$123.15 - $140.94 $1.72K - $1.97K
MKL
Markel Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
1
$1155.0 - $1248.87 $1.16K - $1.25K
Call 4 Spirit Airlines I
Q2 2021 Filed on Aug 02, 2021
2
N/A
LKQ
Lkq Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
16
$42.95 - $51.15 $687 - $818
RIO
Rio Tinto PLC

Basic Materials
Q2 2021 Filed on Aug 02, 2021
4
$77.98 - $94.65 $312 - $379
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
100
$32.35 - $37.95 $3.24K - $3.8K
HSIC
Henry Schein Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
5
$68.66 - $82.97 $343 - $415
SEIC
Sei Investments CO

Financial Services
Q2 2021 Filed on Aug 02, 2021
17
$56.08 - $64.45 $953 - $1.1K
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
7
$51.36 - $56.71 $360 - $397
BWX
Spdr Bloomberg International T

ETFs
Q2 2021 Filed on Aug 02, 2021
50
$29.28 - $30.06 $1.46K - $1.5K
PLD
Prologis, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
157
$108.37 - $126.28 $17K - $19.8K
Call 5 Lennar Corp
Q2 2021 Filed on Aug 02, 2021
2
N/A
Call 6 Blackstone Group
Q2 2021 Filed on Aug 02, 2021
4
N/A
GGG
Graco Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
9
$71.18 - $78.6 $641 - $707
SEEL
Seelos Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
4,240
$2.64 - $6.32 $11.2K - $26.8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2021 Filed on Aug 02, 2021
169
$51.28 - $52.56 $8.67K - $8.88K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
6
$203.89 - $222.66 $1.22K - $1.34K
Call 4 Vodafone Group Pl
Q2 2021 Filed on Aug 02, 2021
12
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
1,700
$17.26 - $20.1 $29.3K - $34.2K
RPRX
Royalty Pharma PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
10
$39.85 - $46.63 $399 - $466
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
2
$361.2 - $412.36 $722 - $825
Call 5 Cvs Health Corp
Q2 2021 Filed on Aug 02, 2021
1
N/A
ING
Ing Groep Nv

Financial Services
Q2 2021 Filed on Aug 02, 2021
32
$12.02 - $14.21 $385 - $455
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