Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025

Atlas Private Wealth Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $731 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $77.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $37.8M, Spdr S&P 500 ETF Trust with a value of $37.4M, Spdr Portfolio S&P 600 Small C with a value of $36.1M, and Invesco Qqq Trust, Series 1 with a value of $28.9M.

Examining the 13F form we can see an increase of $40.4M in the current position value, from $691M to 731M.

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 $731 Million
ETFs: $624 Million
Technology: $44 Million
Consumer Cyclical: $12.2 Million
Communication Services: $12 Million
Healthcare: $9.43 Million
Financial Services: $9.24 Million
Consumer Defensive: $8.93 Million
Energy: $4.2 Million
Other: $5.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.4 Million 10.58% of portfolio
1,423,120
Q2 2025 Reduced 3.02%
$0
$37.8 Million 5.16% of portfolio
932,870
Q2 2025 Reduced 6.34%
$0
$37.4 Million 5.12% of portfolio
60,559
Q2 2025 Reduced 4.46%
$0
$36.1 Million 4.93% of portfolio
846,296
Q2 2025 Reduced 8.63%
$0
$28.9 Million 3.96% of portfolio
52,472
Q2 2025 Reduced 3.35%
$0
$27.9 Million 3.82% of portfolio
449,363
Q2 2025 Reduced 1.58%
$0
$26.6 Million 3.64% of portfolio
146,633
Q2 2025 Reduced 10.26%
$0
$21.7 Million 2.97% of portfolio
49,293
Q2 2025 Reduced 6.13%
$0
$21.6 Million 2.95% of portfolio
337,831
Q2 2025 Reduced 1.34%
$0
$21.2 Million 2.9% of portfolio
210,738
Q2 2025 Reduced 0.13%
$0
$19.7 Million 2.7% of portfolio
144,429
Q2 2025 Reduced 4.56%
$3.26T
$19.2 Million 2.62% of portfolio
93,569
Q2 2025 Reduced 2.52%
$0
$18.9 Million 2.58% of portfolio
1,130,162
Q2 2025 Added 24.37%
$0
$18 Million 2.47% of portfolio
552,137
Q2 2025 Added 1.42%
$0
$17.5 Million 2.4% of portfolio
736,377
Q2 2025 Reduced 6.35%
$0
$17.1 Million 2.34% of portfolio
348,865
Q2 2025 Added 79.29%
$0
$15 Million 2.05% of portfolio
156,462
Q2 2025 Reduced 10.6%
$0
$12.9 Million 1.76% of portfolio
129,565
Q2 2025 Added 15.52%
$0
$11.7 Million 1.6% of portfolio
369,431
Q2 2025 Reduced 1.86%
$0
$11.2 Million 1.53% of portfolio
220,163
Q2 2025 Reduced 5.46%
$0
$11 Million 1.5% of portfolio
256,542
Q2 2025 Reduced 2.18%
$0
$8.65 Million 1.18% of portfolio
119,004
Q2 2025 Added 2.4%
$0
$8.15 Million 1.11% of portfolio
312,402
Q2 2025 Reduced 0.8%
$0
$7.98 Million 1.09% of portfolio
35,155
Q2 2025 Added 0.49%
$3.93T
$7.59 Million 1.04% of portfolio
15,264
Q2 2025 Reduced 5.2%
$340B
$7.57 Million 1.03% of portfolio
55,504
Q2 2025 Reduced 1.46%
$0
$6.53 Million 0.89% of portfolio
182,138
Q2 2025 New
$0
$6.4 Million 0.87% of portfolio
137,015
Q2 2025 Reduced 6.2%
$0
$5.66 Million 0.77% of portfolio
64,093
Q2 2025 Reduced 0.66%
$0
$5.52 Million 0.75% of portfolio
207,698
Q2 2025 Reduced 25.37%
$2.18T
$5.1 Million 0.7% of portfolio
23,238
Q2 2025 Added 3.98%
$0
$4.72 Million 0.64% of portfolio
97,911
Q2 2025 Reduced 10.93%
$0
$4.23 Million 0.58% of portfolio
36,119
Q2 2025 Added 1.23%
$975B
$3.84 Million 0.52% of portfolio
12,075
Q2 2025 Added 3.55%
$1.19T
$3.62 Million 0.49% of portfolio
20,395
Q2 2025 Added 1.64%
$0
$3.47 Million 0.47% of portfolio
232,901
Q2 2025 Reduced 9.36%
$0
$3.28 Million 0.45% of portfolio
65,860
Q2 2025 Reduced 12.79%
$0
$3.13 Million 0.43% of portfolio
102,094
Q2 2025 Reduced 6.42%
$1.72T
$3.18 Million 0.43% of portfolio
4,302
Q2 2025 Added 2.84%
$0
$3.06 Million 0.42% of portfolio
46,844
Q2 2025 Added 99.97%
$0
$2.97 Million 0.41% of portfolio
61,584
Q2 2025 Added 92.98%
$444B
$3.03 Million 0.41% of portfolio
19,174
Q2 2025 Added 9.81%
$0
$2.78 Million 0.38% of portfolio
10,981
Q2 2025 Reduced 1.23%
$0
$2.71 Million 0.37% of portfolio
51,687
Q2 2025 Reduced 28.22%
$418B
$2.34 Million 0.32% of portfolio
2,366
Q2 2025 Added 15.75%
$0
$2.28 Million 0.31% of portfolio
38,438
Q2 2025 Reduced 13.86%
$0
$2.26 Million 0.31% of portfolio
24,085
Q2 2025 Added 35.25%
$446B
$2.11 Million 0.29% of portfolio
13,834
Q2 2025 Reduced 29.16%
$0
$2.02 Million 0.28% of portfolio
28,760
Q2 2025 Added 69.44%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $731 Million
  • Prior Value $691 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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