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
BAC
Bank Of America Corp

Financial Services
1.55K
+ 21.65%
$39.61 - $47.74 $61.5K - $74.1K
8.72K $363K
WMT
Walmart Inc.

Consumer Defensive
744
+ 10.8%
$84.5 - $105.05 $62.9K - $78.2K
7.63K $670K
CI
Cigna Corp

Healthcare
2
+ 0.25%
$274.49 - $329.0 $549 - $658
816 $268K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
968
+ 5.34%
$78.0 - $84.37 $75.5K - $81.7K
19.1K $1.51M
COP
Conocophillips

Energy
195
+ 5.83%
$88.6 - $105.85 $17.3K - $20.6K
3.54K $371K
NVDA
Nvidia Corp

Technology
3.67K
+ 26.59%
$106.98 - $149.43 $392K - $548K
17.5K $1.89M
NJR
New Jersey Resources Corp

Utilities
179
+ 4.13%
$45.25 - $49.37 $8.1K - $8.84K
4.51K $221K
KMI
Kinder Morgan, Inc.

Energy
185
+ 1.57%
$26.1 - $31.22 $4.83K - $5.78K
11.9K $340K
TXN
Texas Instruments Inc

Technology
83
+ 2.42%
N/A
3.52K $684K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
59
+ 0.87%
$44.72 - $46.25 $2.64K - $2.73K
6.84K $315K
GS
Goldman Sachs Group Inc

Financial Services
36
+ 6.33%
$524.81 - $672.19 $18.9K - $24.2K
605 $330K
Blackrock ETF Trust Ii
93.6K
New
N/A
93.6K $0
Ishares Bitcoin Trust ETF
11.6K
New
N/A
11.6K $0
FSCO
Fs Cr Opportunities Corp Com
483
+ 1.14%
N/A
42.8K $0
Pacer Fds Tr
57K
+ 454.15%
N/A
69.5K $0
QTUM
ETF Ser Solutions Defiance Qua
5.86K
New
N/A
5.86K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
504K
+ 1792.51%
N/A
532K $0
Blackrock ETF Trust Ii
5.29K
New
N/A
5.29K $0
Franklin Templeton Digital H
2.36K
+ 61.35%
N/A
6.21K $0
J P Morgan Exchange Traded F
4.2K
New
N/A
4.2K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
2.8K
+ 24.02%
$2.03 - $3.48 $5.68K - $9.74K
14.5K $34K
MET
Metlife Inc

Financial Services
50
+ 1.59%
$77.7 - $87.0 $3.89K - $4.35K
3.19K $255K
AMD
Advanced Micro Devices Inc

Technology
293
+ 15.62%
$96.63 - $129.55 $28.3K - $38K
2.17K $222K
SIZE
Ishares Msci Usa Size Factor E

ETFs
12
+ 0.83%
$141.68 - $155.75 $1.7K - $1.87K
1.46K $210K
HON
Honeywell International Inc

Industrials
79
+ 5.45%
$202.75 - $226.52 $16K - $17.9K
1.53K $323K
PRU
Prudential Financial Inc

Financial Services
76
+ 4.28%
$105.04 - $122.33 $7.98K - $9.3K
1.85K $206K
RDVY
First Trust Rising Dividend Ac

ETFs
98
+ 0.49%
$57.22 - $63.39 $5.61K - $6.21K
19.9K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
73
+ 4.0%
$222.66 - $268.42 $16.3K - $19.6K
1.9K $442K
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.79%
$168.16 - $186.21 $2.02K - $2.23K
1.54K $263K
FANG
Diamondback Energy, Inc.

Energy
13
+ 0.43%
$139.9 - $180.18 $1.82K - $2.34K
3.01K $481K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.4%
$159.48 - $187.78 $1.28K - $1.5K
2.01K $333K
GIS
General Mills Inc

Consumer Defensive
21
+ 0.52%
$57.56 - $65.3 $1.21K - $1.37K
4.06K $242K
AIQ
Global X Funds Global X Artifi

ETFs
4
+ 0.06%
$36.38 - $42.77 $146 - $171
7.11K $258K
ET
Energy Transfer LP

Energy
328
+ 1.48%
$17.26 - $21.08 $5.66K - $6.91K
22.6K $419K
IR
Ingersoll Rand Inc.

Industrials
53
+ 1.5%
$79.44 - $94.23 $4.21K - $4.99K
3.59K $286K
DOV
Dover Corp

Industrials
21
+ 0.48%
$174.65 - $206.43 $3.67K - $4.34K
4.36K $766K
PWR
Quanta Services, Inc.

Industrials
9
+ 1.12%
$236.71 - $358.03 $2.13K - $3.22K
813 $206K
AXP
American Express CO

Financial Services
75
+ 2.81%
$255.39 - $325.87 $19.2K - $24.4K
2.74K $737K
CMC
Commercial Metals CO

Basic Materials
50
+ 0.31%
$43.22 - $53.05 $2.16K - $2.65K
16.1K $738K
APO
Apollo Global Management, Inc.

Financial Services
23
+ 0.88%
$126.01 - $172.06 $2.9K - $3.96K
2.62K $359K
FICO
Fair Isaac Corp

Technology
5
+ 0.74%
$1695.35 - $2030.47 $8.48K - $10.2K
679 $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.24%
$165.25 - $224.62 $1.32K - $1.8K
3.33K $553K
TT
Trane Technologies PLC

Industrials
48
+ 1.19%
$332.0 - $400.86 $15.9K - $19.2K
4.09K $1.38M
AVGO
Broadcom Inc.

Technology
852
+ 17.86%
$167.43 - $244.7 $143K - $208K
5.62K $941K
GOOGL
Alphabet Inc.

Communication Services
640
+ 7.85%
$154.33 - $206.19 $98.8K - $132K
8.79K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 4.94%
$190.26 - $242.06 $200K - $255K
22.3K $4.25M
GOOG
Alphabet Inc.

Communication Services
831
+ 4.32%
$156.06 - $207.71 $130K - $173K
20.1K $3.13M
TSLA
Tesla, Inc.

Consumer Cyclical
851
+ 7.87%
$222.15 - $428.22 $189K - $364K
11.7K $3.02M
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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