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
RDVY
First Trust Rising Dividend Ac

ETFs
366
+ 1.84%
$51.6 - $62.74 $18.9K - $23K
20.3K $1.27M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
538
+ 22.19%
$101.93 - $128.63 $54.8K - $69.2K
2.96K $381K
PWR
Quanta Services, Inc.

Industrials
11
+ 1.35%
$239.47 - $381.26 $2.63K - $4.19K
824 $311K
XLV
Select Sector Spdr Fund Health

ETFs
968
+ 32.07%
$128.77 - $144.3 $125K - $140K
3.99K $537K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.36K
+ 37.76%
$51.16 - $62.02 $69.8K - $84.6K
4.98K $308K
IWM
Ishares Russell 2000 ETF

ETFs
176
+ 4.97%
$174.82 - $215.79 $30.8K - $38K
3.72K $802K
DUK
Duke Energy Corp

Utilities
833
+ 25.52%
$112.46 - $124.05 $93.7K - $103K
4.1K $483K
INTC
Intel Corp

Technology
3.75K
+ 17.12%
$18.13 - $22.69 $68K - $85.1K
25.6K $574K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.19%
$108.06 - $135.3 $1.08K - $1.35K
5.35K $723K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
140
+ 6.87%
$113.67 - $150.4 $15.9K - $21.1K
2.18K $327K
MA
Mastercard Inc

Financial Services
60
+ 4.7%
$479.92 - $590.74 $28.8K - $35.4K
1.34K $751K
AOR
Ishares Tr Core Growth Allocat

ETFs
508
+ 12.54%
$53.36 - $61.57 $27.1K - $31.3K
4.56K $280K
HON
Honeywell International Inc

Industrials
52
+ 3.4%
$182.86 - $232.88 $9.51K - $12.1K
1.58K $368K
EFV
Msci Eafe Value ETF

ETFs
207
+ 3.19%
$52.4 - $64.65 $10.8K - $13.4K
6.69K $424K
CSCO
Cisco Systems, Inc.

Technology
206
+ 6.34%
$53.19 - $69.38 $11K - $14.3K
3.45K $239K
SYK
Stryker Corp

Healthcare
46
+ 5.78%
$337.37 - $395.63 $15.5K - $18.2K
842 $333K
V
Visa Inc.

Financial Services
72
+ 2.98%
$308.27 - $373.31 $22.2K - $26.9K
2.49K $884K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
386
+ 2.2%
$47.46 - $55.3 $18.3K - $21.3K
17.9K $988K
MCK
Mckesson Corp

Healthcare
9
+ 2.65%
$652.83 - $732.78 $5.88K - $6.6K
348 $255K
SIZE
Ishares Msci Usa Size Factor E

ETFs
80
+ 5.49%
$128.15 - $154.54 $10.3K - $12.4K
1.54K $237K
JPIB
Jpmorgan International Bond Op

ETFs
456
+ 7.6%
$47.18 - $48.62 $21.5K - $22.2K
6.45K $313K
ABT
Abbott Laboratories

Healthcare
149
+ 8.8%
$123.95 - $138.08 $18.5K - $20.6K
1.84K $250K
QUAL
Ishares Msci Usa Quality Facto

ETFs
30
+ 1.95%
$152.42 - $182.82 $4.57K - $5.48K
1.57K $287K
QCOM
Qualcomm Inc

Technology
90
+ 6.27%
$124.66 - $159.48 $11.2K - $14.4K
1.53K $242K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
37
+ 1.56%
$91.62 - $109.97 $3.39K - $4.07K
2.41K $265K
APO
Apollo Global Management, Inc.

Financial Services
49
+ 1.87%
$108.68 - $145.07 $5.33K - $7.11K
2.67K $379K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.26%
$90.56 - $109.49 $906 - $1.09K
3.9K $426K
KMI
Kinder Morgan, Inc.

Energy
228
+ 1.91%
$25.21 - $29.4 $5.75K - $6.7K
12.2K $357K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4
+ 0.09%
$45.11 - $52.34 $180 - $209
4.51K $235K
CI
Cigna Corp

Healthcare
13
+ 1.59%
$301.89 - $340.04 $3.92K - $4.42K
829 $274K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
56
+ 0.82%
$45.12 - $46.23 $2.53K - $2.59K
6.9K $318K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.08%
$81.6 - $92.39 $163 - $185
2.48K $225K
SPG
Simon Property Group Inc

Real Estate
79
+ 3.93%
$140.37 - $171.44 $11.1K - $13.5K
2.09K $335K
NEE
Nextera Energy Inc

Utilities
116
+ 2.33%
$64.11 - $75.0 $7.44K - $8.7K
5.09K $353K
MET
Metlife Inc

Financial Services
4
+ 0.13%
$68.42 - $82.49 $274 - $330
3.19K $256K
J P Morgan Exchange Traded F
2.29K
+ 54.52%
N/A
6.49K $0
Hennessy Fds Tr
6.89K
New
N/A
6.89K $0
Blackrock ETF Trust Ii
11.2K
+ 212.09%
N/A
16.5K $0
QTUM
ETF Ser Solutions Defiance Qua
5.33K
+ 91.0%
N/A
11.2K $0
YEAR
Ab Active Etfs Inc Ultra Short
126K
New
N/A
126K $0
CGMU
Capital Group Core Plus Income
52.8K
New
N/A
52.8K $0
FSCO
Fs Cr Opportunities Corp Com
5.87K
+ 13.71%
N/A
48.7K $0
Pacer Fds Tr
10.9K
+ 15.75%
N/A
80.5K $0
Ishares Bitcoin Trust ETF
6.03K
+ 51.99%
N/A
17.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
371K
+ 69.69%
N/A
903K $0
ET
Energy Transfer LP

Energy
378
+ 1.68%
$15.65 - $18.93 $5.92K - $7.16K
22.9K $415K
FICO
Fair Isaac Corp

Technology
4
+ 0.59%
$1503.62 - $2206.01 $6.01K - $8.82K
683 $1.25M
NJR
New Jersey Resources Corp

Utilities
48
+ 1.06%
$44.23 - $49.97 $2.12K - $2.4K
4.56K $204K
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 1.21%
$210.83 - $235.28 $4.85K - $5.41K
1.92K $425K
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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