Atlas Private Wealth Advisors Purchases in Q2 2025

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
154K
+ 79.29%
$45.3 - $50.64 $6.99M - $7.81M
349K $17.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
182K
New
$29.12 - $35.84 $5.3M - $6.53M
182K $6.53M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
221K
+ 24.37%
$14.97 - $16.79 $3.32M - $3.72M
1.13M $18.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
22.6K
+ 11.78%
$60.34 - $74.89 $1.36M - $1.69M
215K $16.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.74K
+ 1.42%
$26.38 - $32.66 $204K - $253K
552K $18M
FDL
First Tr Morningstar Dividend

ETFs
43K
New
$38.19 - $43.19 $1.64M - $1.86M
43K $1.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.4K
+ 15.52%
$96.84 - $99.46 $1.69M - $1.73M
130K $12.9M
XT
Ishares Tr Exponential Technol

ETFs
23.4K
+ 99.97%
$49.86 - $65.25 $1.17M - $1.53M
46.8K $3.06M
DFAX
Dimensional ETF Tr
58K
New
$23.37 - $29.39 $1.36M - $1.71M
58K $1.7M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
29.7K
+ 92.98%
$35.38 - $48.3 $1.05M - $1.43M
61.6K $2.97M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
11.8K
+ 69.44%
$40.51 - $71.03 $477K - $837K
28.8K $2.02M
NVDA
Nvidia Corp

Technology
1.71K
+ 9.81%
$94.31 - $157.99 $162K - $271K
19.2K $3.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.79K
+ 2.4%
$58.41 - $72.69 $163K - $203K
119K $8.65M
AMZN
Amazon Com Inc

Consumer Cyclical
890
+ 3.98%
$167.32 - $223.3 $149K - $199K
23.2K $5.1M
TSLA
Tesla, Inc.

Consumer Cyclical
414
+ 3.55%
$221.86 - $362.89 $91.9K - $150K
12.1K $3.84M
META
Meta Platforms, Inc.

Communication Services
119
+ 2.84%
$484.66 - $738.09 $57.7K - $87.8K
4.3K $3.18M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.31K
+ 61.09%
$66.89 - $111.18 $289K - $480K
11.4K $1.26M
AVGO
Broadcom Inc.

Technology
255
+ 4.54%
$146.29 - $275.65 $37.3K - $70.3K
5.88K $1.62M
NCA
Nuveen California Municipal Value Fund

Financial Services
68.3K
+ 208.53%
$8.24 - $8.73 $562K - $596K
101K $876K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.28K
+ 35.25%
$85.42 - $94.39 $536K - $592K
24.1K $2.26M
CGDV
Capital Group Divid Value ETF

ETFs
13.2K
New
$31.93 - $39.49 $421K - $521K
13.2K $520K
GOOG
Alphabet Inc.

Communication Services
329
+ 1.64%
$146.58 - $180.01 $48.2K - $59.2K
20.4K $3.62M
TT
Trane Technologies PLC

Industrials
29
+ 0.71%
$315.21 - $437.41 $9.14K - $12.7K
4.12K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
322
+ 15.75%
$908.13 - $1056.85 $292K - $340K
2.37K $2.34M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
34.4K
+ 81.74%
$10.68 - $11.35 $368K - $391K
76.6K $838K
DFIV
Dimensional ETF Tr

ETFs
7.94K
New
$34.67 - $43.21 $275K - $343K
7.94K $340K
FDVV
Fidelity High Dividend ETF

ETFs
5.63K
New
$43.6 - $52.02 $245K - $293K
5.63K $292K
NFLX
Netflix Inc

Communication Services
30
+ 4.89%
$855.86 - $1339.13 $25.7K - $40.2K
643 $861K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.54K
New
$82.96 - $110.1 $211K - $280K
2.54K $279K
GOOGL
Alphabet Inc.

Communication Services
367
+ 4.17%
$144.7 - $178.6 $53.1K - $65.5K
9.16K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 1.64%
$210.28 - $289.91 $17.7K - $24.4K
5.2K $1.51M
MS
Morgan Stanley

Financial Services
1.79K
New
$99.83 - $140.86 $179K - $252K
1.79K $252K
LVHI
Franklin International Low Vol

ETFs
7.56K
New
$28.91 - $33.28 $219K - $252K
7.56K $246K
SMR
Nuscale Power Corp

Industrials
6.12K
New
$12.6 - $43.24 $77.1K - $265K
6.12K $242K
MU
Micron Technology Inc

Technology
1.91K
New
$64.72 - $127.91 $123K - $244K
1.91K $235K
LLY
Eli Lilly & CO

Healthcare
284
New
$713.71 - $898.95 $203K - $255K
284 $221K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.4K
New
$122.36 - $153.12 $171K - $214K
1.4K $214K
SO
Southern CO

Utilities
2.26K
New
$84.91 - $92.56 $191K - $209K
2.26K $207K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 0.33%
$141.37 - $228.57 $1.56K - $2.51K
3.35K $757K
IYK
Ishares U.S. Consumer Staples

ETFs
2.83K
+ 45.5%
$67.29 - $72.42 $191K - $205K
9.06K $638K
QWLD
Spdr Index Shs Fds

ETFs
780
+ 9.12%
$114.78 - $134.88 $89.5K - $105K
9.33K $1.26M
AMD
Advanced Micro Devices Inc

Technology
468
+ 21.58%
$78.21 - $143.81 $36.6K - $67.3K
2.64K $374K
AXP
American Express CO

Financial Services
47
+ 1.72%
$231.39 - $318.98 $10.9K - $15K
2.79K $888K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
628
+ 3.29%
$71.28 - $83.74 $44.8K - $52.6K
19.7K $1.65M
DIS
Walt Disney CO

Communication Services
523
+ 17.65%
$81.72 - $124.01 $42.7K - $64.9K
3.49K $432K
FDN
First Tr Fd Dow Jones

ETFs
12
+ 0.48%
$200.29 - $269.33 $2.4K - $3.23K
2.49K $670K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 4.96%
$462.22 - $707.75 $13.9K - $21.2K
635 $449K
IBM
International Business Machines Corp

Technology
66
+ 3.33%
$221.03 - $294.78 $14.6K - $19.5K
2.05K $604K
WMT
Walmart Inc.

Consumer Defensive
358
+ 4.69%
$81.79 - $99.98 $29.3K - $35.8K
7.99K $781K
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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