Atlas Private Wealth Advisors Incresed Positions 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
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
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
ROBT
First Tr Exchange Traded Fd Vi

ETFs
29.7K
+ 92.98%
$35.38 - $48.3 $1.05M - $1.43M
61.6K $2.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
170
+ 0.49%
$171.4 - $227.1 $29.1K - $38.6K
35.2K $7.98M
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
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
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
NFLX
Netflix Inc

Communication Services
30
+ 4.89%
$855.86 - $1339.13 $25.7K - $40.2K
643 $861K
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
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
WMT
Walmart Inc.

Consumer Defensive
358
+ 4.69%
$81.79 - $99.98 $29.3K - $35.8K
7.99K $781K
IBM
International Business Machines Corp

Technology
66
+ 3.33%
$221.03 - $294.78 $14.6K - $19.5K
2.05K $604K
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
CMC
Commercial Metals CO

Basic Materials
249
+ 1.55%
$39.2 - $50.67 $9.76K - $12.6K
16.3K $797K
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
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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