Atlas Private Wealth Advisors Purchases and Sells in Q1 2025

Atlas Private Wealth Advisors

$691 Million
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	31.5K + 98.81%	$551.42 - $612.93 $17.4M - $19.3M	63.4K $35.5M
QQQ	30.3K + 126.37%	$468.34 - $539.52 $14.2M - $16.4M	54.3K $25.5M
CWI	374K + 220.17%	$27.47 - $30.62 $10.3M - $11.5M	544K $16.2M
PWV	179K + 64.65%	$56.58 - $60.89 $10.1M - $10.9M	457K $27.2M
SPTM	158K + 463.82%	$67.03 - $74.61 $10.6M - $11.8M	192K $13M
AGG	89.2K + 387.91%	$95.85 - $99.25 $8.55M - $8.85M	112K $11.1M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	211K New	$100.34 - $100.68 $21.2M - $21.2M	211K $21.2M
KNG	195K New	$49.22 - $51.73 $9.58M - $10.1M	195K $9.83M
XT	23.4K New	$57.56 - $64.0 $1.35M - $1.5M	23.4K $1.35M
ROBT	31.9K New	$40.67 - $48.92 $1.3M - $1.56M	31.9K $1.32M
ARKK	17K New	$47.25 - $67.02 $802K - $1.14M	17K $807K
NLR	7.06K New	$73.27 - $96.21 $517K - $679K	7.06K $523K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	-569K - 38.04%	$40.03 - $46.81 $22.8M - $26.6M	926K $37.6M
RSP	-129K - 44.11%	$169.43 - $182.84 $21.9M - $23.6M	163K $28.3M
IEF	-223K - 55.99%	$91.17 - $95.39 $20.3M - $21.2M	175K $16.7M
DIA	-35.9K - 40.63%	$408.78 - $448.82 $14.7M - $16.1M	52.5K $22M
XLF	-268K - 78.85%	$47.32 - $52.19 $12.7M - $14M	72K $3.54M
JAAA	-127K - 35.33%	$50.48 - $51.04 $6.42M - $6.49M	233K $11.8M

Activity Summary All Purchases 99 New Holdings 22 Increased Positions 77 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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