Atlas Private Wealth Advisors Purchases in Q1 2025

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
211K
New
$100.34 - $100.68 $21.2M - $21.2M
211K $21.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
31.5K
+ 98.81%
$551.42 - $612.93 $17.4M - $19.3M
63.4K $35.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30.3K
+ 126.37%
$468.34 - $539.52 $14.2M - $16.4M
54.3K $25.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
374K
+ 220.17%
$27.47 - $30.62 $10.3M - $11.5M
544K $16.2M
PWV
Invesco Exchange Traded Fd Tr

ETFs
179K
+ 64.65%
$56.58 - $60.89 $10.1M - $10.9M
457K $27.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
158K
+ 463.82%
$67.03 - $74.61 $10.6M - $11.8M
192K $13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
195K
New
$49.22 - $51.73 $9.58M - $10.1M
195K $9.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
89.2K
+ 387.91%
$95.85 - $99.25 $8.55M - $8.85M
112K $11.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
142K
+ 16.58%
$33.84 - $37.77 $4.79M - $5.35M
996K $36.6M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
206K
+ 188.68%
$25.52 - $26.19 $5.25M - $5.39M
315K $8.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
71.4K
+ 159.07%
$64.88 - $72.1 $4.63M - $5.14M
116K $7.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23.5K
+ 204.72%
$192.82 - $222.1 $4.53M - $5.22M
35K $6.75M
SPMD
Spdr Portfolio

ETFs
162K
+ 12.44%
$50.21 - $57.73 $8.15M - $9.37M
1.47M $74.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
27K
+ 72.06%
$85.29 - $92.57 $2.3M - $2.5M
64.5K $5.87M
DGRO
Ishares Core Dividend Growth E

ETFs
36K
+ 11.75%
$60.46 - $64.42 $2.18M - $2.32M
342K $20.9M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
76.8K
+ 38.08%
$24.66 - $26.1 $1.89M - $2M
278K $6.94M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
58.9K
+ 904.98%
$29.68 - $32.59 $1.75M - $1.92M
65.4K $1.95M
XT
Ishares Tr Exponential Technol

ETFs
23.4K
New
$57.56 - $64.0 $1.35M - $1.5M
23.4K $1.35M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
31.9K
New
$40.67 - $48.92 $1.3M - $1.56M
31.9K $1.32M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
17K
New
$47.25 - $67.02 $802K - $1.14M
17K $807K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.06K
New
$73.27 - $96.21 $517K - $679K
7.06K $523K
PLTR
Palantir Technologies Inc.

Technology
296
+ 0.53%
$64.98 - $124.62 $19.2K - $36.9K
56.3K $4.75M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
42.1K
New
$11.01 - $11.72 $464K - $494K
42.1K $473K
IYK
Ishares U.S. Consumer Staples

ETFs
6.22K
New
$63.29 - $71.8 $394K - $447K
6.22K $445K
XLV
Select Sector Spdr Fund Health

ETFs
3.02K
New
$137.61 - $149.68 $415K - $452K
3.02K $436K
DVY
Ishares Tr

ETFs
2.02K
+ 13.37%
$128.58 - $138.1 $260K - $279K
17.2K $2.28M
MDT
Medtronic PLC

Healthcare
1.56K
+ 10.89%
$79.84 - $94.5 $125K - $147K
15.9K $1.43M
NCA
Nuveen California Municipal Value Fund

Financial Services
32.7K
New
$8.41 - $8.73 $275K - $286K
32.7K $283K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.42K
New
$110.9 - $132.93 $269K - $322K
2.42K $275K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
215
+ 11.21%
$442.66 - $534.52 $95.2K - $115K
2.13K $1.14M
MCK
Mckesson Corp

Healthcare
339
New
$566.21 - $672.99 $192K - $228K
339 $228K
ABT
Abbott Laboratories

Healthcare
1.69K
New
$111.1 - $140.22 $188K - $237K
1.69K $224K
QCOM
Qualcomm Inc

Technology
1.44K
New
$151.94 - $175.86 $218K - $252K
1.44K $220K
CSCO
Cisco Systems, Inc.

Technology
3.25K
New
$58.74 - $64.87 $191K - $211K
3.25K $200K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.9K
+ 95.57%
$102.49 - $119.96 $195K - $228K
3.89K $406K
ABBV
Abb Vie Inc.

Healthcare
154
+ 3.42%
$169.2 - $216.66 $26.1K - $33.4K
4.66K $976K
INTC
Intel Corp

Technology
5.33K
+ 32.16%
$19.1 - $27.39 $102K - $146K
21.9K $497K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
14.2K
New
$11.22 - $11.85 $160K - $169K
14.2K $161K
V
Visa Inc.

Financial Services
212
+ 9.6%
$306.92 - $362.71 $65.1K - $76.9K
2.42K $848K
META
Meta Platforms, Inc.

Communication Services
327
+ 8.48%
$576.36 - $736.67 $188K - $241K
4.18K $2.41M
IBM
International Business Machines Corp

Technology
277
+ 16.23%
$217.4 - $264.74 $60.2K - $73.3K
1.98K $493K
JPM
Jpmorgan Chase & CO

Financial Services
286
+ 5.92%
$225.19 - $279.95 $64.4K - $80.1K
5.12K $1.26M
FNF
Fidelity National Financial, Inc.

Financial Services
323
+ 3.83%
$54.25 - $65.27 $17.5K - $21.1K
8.75K $569K
ELV
Elevance Health, Inc.

Healthcare
18
+ 1.37%
$365.9 - $436.25 $6.59K - $7.85K
1.33K $579K
UNH
Unitedhealth Group Inc

Healthcare
111
+ 6.61%
$461.52 - $548.18 $51.2K - $60.8K
1.79K $938K
GNL
Global Net Lease, Inc.

Real Estate
10.5K
New
$6.91 - $8.26 $72.8K - $87K
10.5K $84K
MA
Mastercard Inc

Financial Services
109
+ 9.33%
$504.67 - $576.31 $55K - $62.8K
1.28K $699K
KHC
Kraft Heinz CO

Consumer Defensive
2.49K
+ 24.19%
$28.51 - $32.22 $71.1K - $80.4K
12.8K $389K
QWLD
Spdr Index Shs Fds

ETFs
320
+ 3.89%
$122.65 - $131.03 $39.2K - $41.9K
8.55K $1.09M
Activity Summary
Buys All Purchases 99 New Holdings 22 Increased Positions 77 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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