Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025

Atlas Private Wealth Advisors has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $691 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $74.9M, Spdr Portfolio S&P 600 Small C with a value of $37.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.6M, Spdr S&P 500 ETF Trust with a value of $35.5M, and Invesco S&P 500 Equal Weight E with a value of $28.3M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $688M to 691M.

Atlas Private Wealth Advisors is based out at Matawan, NJ

Below you can find more details about Atlas Private Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
ETFs: $589 Million
Technology: $39.1 Million
Healthcare: $12.4 Million
Consumer Cyclical: $11.3 Million
Communication Services: $10.7 Million
Consumer Defensive: $10.5 Million
Financial Services: $7.97 Million
Energy: $5.09 Million
Other: $5.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.9 Million 10.84% of portfolio
1,467,418
Q1 2025 Added 12.44%
$0
$37.6 Million 5.44% of portfolio
926,184
Q1 2025 Reduced 38.04%
$0
$36.6 Million 5.29% of portfolio
995,977
Q1 2025 Added 16.58%
$0
$35.5 Million 5.13% of portfolio
63,385
Q1 2025 Added 98.81%
$0
$28.3 Million 4.1% of portfolio
163,400
Q1 2025 Reduced 44.11%
$0
$27.2 Million 3.93% of portfolio
456,583
Q1 2025 Added 64.65%
$0
$25.5 Million 3.68% of portfolio
54,291
Q1 2025 Added 126.37%
$0
$22 Million 3.19% of portfolio
52,512
Q1 2025 Reduced 40.63%
$3.2T
$21.3 Million 3.09% of portfolio
95,986
Q1 2025 Reduced 1.46%
$0
$21.2 Million 3.07% of portfolio
211,014
Q1 2025 New
$0
$20.9 Million 3.03% of portfolio
342,413
Q1 2025 Added 11.75%
$0
$18.4 Million 2.66% of portfolio
786,303
Q1 2025 Reduced 19.37%
$0
$18.3 Million 2.65% of portfolio
151,330
Q1 2025 Reduced 19.5%
$0
$16.7 Million 2.42% of portfolio
175,015
Q1 2025 Reduced 55.99%
$0
$16.2 Million 2.35% of portfolio
544,401
Q1 2025 Added 220.17%
$0
$15.1 Million 2.19% of portfolio
908,693
Q1 2025 Added 59.96%
$0
$12.2 Million 1.77% of portfolio
376,424
Q1 2025 Reduced 18.39%
$0
$11.8 Million 1.71% of portfolio
232,877
Q1 2025 Reduced 35.33%
$0
$11.1 Million 1.6% of portfolio
112,156
Q1 2025 Added 387.91%
$0
$10.3 Million 1.5% of portfolio
262,269
Q1 2025 Reduced 13.0%
$0
$9.83 Million 1.42% of portfolio
194,579
Q1 2025 New
$0
$8.15 Million 1.18% of portfolio
314,919
Q1 2025 Added 188.68%
$0
$7.6 Million 1.1% of portfolio
116,215
Q1 2025 Added 159.07%
$0
$6.94 Million 1.01% of portfolio
278,320
Q1 2025 Added 38.08%
$0
$6.98 Million 1.01% of portfolio
146,065
Q1 2025 Reduced 14.06%
$0
$6.75 Million 0.98% of portfolio
34,985
Q1 2025 Added 204.72%
$3.25T
$6.04 Million 0.87% of portfolio
16,101
Q1 2025 Reduced 10.47%
$0
$5.87 Million 0.85% of portfolio
64,516
Q1 2025 Added 72.06%
$0
$5.03 Million 0.73% of portfolio
109,931
Q1 2025 Reduced 7.79%
$243B
$4.75 Million 0.69% of portfolio
56,326
Q1 2025 Added 0.53%
$0
$4.32 Million 0.63% of portfolio
35,679
Q1 2025 Reduced 1.41%
$1.9T
$4.25 Million 0.62% of portfolio
22,348
Q1 2025 Added 4.94%
$0
$3.88 Million 0.56% of portfolio
256,948
Q1 2025 Reduced 2.95%
$0
$3.81 Million 0.55% of portfolio
75,515
Q1 2025 Reduced 21.51%
$0
$3.54 Million 0.51% of portfolio
72,003
Q1 2025 Reduced 78.85%
$0
$3.35 Million 0.49% of portfolio
109,094
Q4 2024 Reduced 2.68%
$405B
$3.24 Million 0.47% of portfolio
19,529
Q1 2025 Reduced 28.34%
$1.01T
$3.13 Million 0.45% of portfolio
20,066
Q1 2025 Added 4.32%
$885B
$3.02 Million 0.44% of portfolio
11,661
Q1 2025 Added 7.87%
$0
$2.44 Million 0.35% of portfolio
44,624
Q1 2025 Reduced 2.47%
$1.25T
$2.41 Million 0.35% of portfolio
4,183
Q1 2025 Added 8.48%
$0
$2.28 Million 0.33% of portfolio
17,151
Q1 2025 Added 13.37%
$0
$2.29 Million 0.33% of portfolio
11,118
Q1 2025 Reduced 5.64%
$449B
$1.93 Million 0.28% of portfolio
2,044
Q1 2025 Reduced 4.31%
$0
$1.95 Million 0.28% of portfolio
65,424
Q1 2025 Added 904.98%
$376B
$1.86 Million 0.27% of portfolio
10,941
Q1 2025 Reduced 34.14%
$370B
$1.86 Million 0.27% of portfolio
5,065
Q1 2025 Reduced 34.89%
$284B
$1.89 Million 0.27% of portfolio
17,461
Q1 2025 Added 26.59%
$150B
$1.74 Million 0.25% of portfolio
5,590
Q1 2025 Reduced 1.32%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $691 Million
  • Prior Value $688 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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