Atlas Private Wealth Advisors Purchases in Q4 2024

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
202K
New
$24.94 - $25.74 $5.03M - $5.19M
202K $5.14M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
170K
New
$27.88 - $30.51 $4.74M - $5.19M
170K $4.75M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
109K
New
$25.65 - $26.37 $2.8M - $2.88M
109K $2.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.4K
+ 431.74%
$66.77 - $71.52 $2.43M - $2.6M
44.9K $3.09M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
34.1K
New
$69.3 - $74.3 $2.36M - $2.53M
34.1K $2.43M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.5K
New
$198.04 - $221.51 $2.27M - $2.54M
11.5K $2.42M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
65K
New
$29.73 - $30.81 $1.93M - $2M
65K $1.98M
PWV
Invesco Exchange Traded Fd Tr

ETFs
40.4K
+ 17.07%
$56.33 - $61.73 $2.28M - $2.5M
277K $15.8M
DGRO
Ishares Core Dividend Growth E

ETFs
36.9K
+ 13.69%
$60.73 - $64.94 $2.24M - $2.4M
306K $18.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22.4K
+ 149.13%
$87.1 - $98.49 $1.96M - $2.21M
37.5K $3.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.5K
+ 119.24%
$96.64 - $101.23 $1.21M - $1.27M
23K $2.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
44.3K
+ 3.06%
$44.33 - $49.55 $1.97M - $2.2M
1.49M $67.2M
SPMD
Spdr Portfolio

ETFs
19.5K
+ 1.52%
$54.13 - $59.56 $1.06M - $1.16M
1.31M $71.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
47.6K
+ 9.15%
$17.93 - $18.8 $854K - $895K
568K $10.4M
DOV
Dover Corp

Industrials
4.34K
New
$184.72 - $206.51 $802K - $897K
4.34K $814K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12K
+ 3.45%
$50.62 - $50.97 $607K - $612K
360K $18.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
8.76K
New
$43.44 - $45.05 $380K - $395K
8.76K $380K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
10.5K
+ 6.56%
$47.98 - $49.47 $502K - $518K
170K $8.21M
AVGO
Broadcom Inc.

Technology
11
+ 0.23%
$159.67 - $250.0 $1.76K - $2.75K
4.77K $1.11M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.85K
New
$57.32 - $59.66 $278K - $290K
4.85K $278K
AIQ
Global X Funds Global X Artifi

ETFs
7.11K
New
$36.57 - $40.57 $260K - $288K
7.11K $274K
CCL
Carnival Corp

Consumer Cyclical
9.69K
New
$17.34 - $26.8 $168K - $260K
9.69K $241K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
46
+ 0.05%
$417.69 - $450.94 $19.2K - $20.7K
88.4K $37.6M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.09K
New
$43.97 - $45.33 $224K - $231K
5.09K $228K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.04K
New
$31.36 - $32.75 $221K - $231K
7.04K $227K
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.45K
New
$146.95 - $158.89 $212K - $230K
1.45K $214K
CRWD
Crowd Strike Holdings, Inc.

Technology
600
New
$275.15 - $388.2 $165K - $233K
600 $205K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.51K
New
$30.04 - $32.01 $196K - $208K
6.51K $204K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.4K
New
$138.92 - $149.97 $194K - $210K
1.4K $202K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.47K
+ 15.76%
$80.93 - $85.66 $200K - $211K
18.1K $1.47M
META
Meta Platforms, Inc.

Communication Services
79
+ 2.09%
$554.08 - $632.68 $43.8K - $50K
3.86K $2.27M
INTC
Intel Corp

Technology
7.12K
+ 75.43%
$19.07 - $26.23 $136K - $187K
16.6K $332K
RDVY
First Trust Rising Dividend Ac

ETFs
1.78K
+ 9.84%
$58.65 - $64.37 $104K - $114K
19.8K $1.17M
KHC
Kraft Heinz CO

Consumer Defensive
4.21K
+ 68.98%
$30.1 - $36.02 $127K - $152K
10.3K $316K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.3K
+ 17.18%
$75.22 - $82.17 $97.6K - $107K
8.85K $674K
V
Visa Inc.

Financial Services
2
+ 0.09%
$273.87 - $320.91 $548 - $642
2.21K $697K
ET
Energy Transfer LP

Energy
366
+ 1.67%
$16.05 - $19.86 $5.87K - $7.27K
22.2K $435K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.36K
+ 3.62%
$50.62 - $52.07 $170K - $175K
96.2K $4.91M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.24%
$172.07 - $207.36 $1.38K - $1.66K
3.33K $656K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 11.64%
$442.29 - $483.08 $88.5K - $96.6K
1.92K $869K
MDT
Medtronic PLC

Healthcare
2.43K
+ 20.42%
$79.61 - $92.24 $193K - $224K
14.3K $1.14M
WMT
Walmart Inc.

Consumer Defensive
72
+ 1.06%
$79.1 - $95.7 $5.7K - $6.89K
6.89K $622K
AXP
American Express CO

Financial Services
4
+ 0.15%
$267.35 - $305.57 $1.07K - $1.22K
2.67K $790K
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.02%
$22.59 - $28.54 $45.2 - $57.1
11.8K $322K
FPX
First Trust Us Equity Opportun

ETFs
2
+ 0.04%
$109.38 - $131.9 $219 - $264
5.59K $668K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.35%
$486.1 - $608.57 $972 - $1.22K
569 $325K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.48%
$570.51 - $610.59 $6.85K - $7.33K
2.53K $1.49M
LCID
Lucid Group, Inc.

Consumer Cyclical
11.7K
New
$2.01 - $3.44 $23.4K - $40.1K
11.7K $35K
AOA
Ishares Tr Core Aggressive All

ETFs
535
+ 12.38%
$76.61 - $79.88 $41K - $42.7K
4.86K $372K
Activity Summary
Buys All Purchases 89 New Holdings 21 Increased Positions 68 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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