Atlas Private Wealth Advisors Incresed Positions in Q4 2024

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
AAPL
Apple Inc.

Technology
39
+ 0.04%
$221.69 - $259.02 $8.65K - $10.1K
97.4K $24.4M
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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12K
+ 3.45%
$50.62 - $50.97 $607K - $612K
360K $18.3M
AVGO
Broadcom Inc.

Technology
11
+ 0.23%
$159.67 - $250.0 $1.76K - $2.75K
4.77K $1.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
46
+ 0.05%
$417.69 - $450.94 $19.2K - $20.7K
88.4K $37.6M
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
AOA
Ishares Tr Core Aggressive All

ETFs
535
+ 12.38%
$76.61 - $79.88 $41K - $42.7K
4.86K $372K
CLX
Clorox CO

Consumer Defensive
195
+ 1.23%
$156.51 - $169.74 $30.5K - $33.1K
16K $2.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 1.85%
$521.84 - $558.82 $8.87K - $9.5K
938 $505K
HDV
Ishares Core High Dividend ETF

ETFs
1.71K
+ 4.97%
$110.82 - $121.28 $190K - $208K
36.2K $4.06M
CVX
Chevron Corp

Energy
212
+ 1.86%
$141.15 - $162.53 $29.9K - $34.5K
11.6K $1.68M
IBM
International Business Machines Corp

Technology
13
+ 0.77%
$204.9 - $238.04 $2.66K - $3.09K
1.71K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.1%
$61.68 - $67.87 $247 - $271
3.89K $242K
FSCO
Fs Cr Opportunities Corp Com
452
+ 1.08%
N/A
42.3K $0
First Tr Exchng Traded Fd Vi
240K
+ 62.92%
N/A
622K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.77K
+ 6.73%
N/A
28.1K $0
TXN
Texas Instruments Inc

Technology
2
+ 0.06%
N/A
3.43K $667K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.13%
$176.42 - $186.91 $353 - $374
1.53K $272K
NJR
New Jersey Resources Corp

Utilities
38
+ 0.89%
$45.17 - $51.61 $1.72K - $1.96K
4.33K $201K
QWLD
Spdr Index Shs Fds

ETFs
300
+ 3.78%
$123.39 - $130.49 $37K - $39.1K
8.23K $1.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.51%
$113.92 - $127.38 $1.14K - $1.27K
1.99K $229K
PRU
Prudential Financial Inc

Financial Services
3
+ 0.17%
$114.59 - $129.52 $344 - $389
1.78K $210K
FTCS
First Trust Capital Strength E

ETFs
6
+ 0.24%
$87.62 - $94.03 $526 - $564
2.48K $217K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
48
+ 0.51%
$63.23 - $66.65 $3.04K - $3.2K
9.48K $600K
PM
Philip Morris International Inc.

Consumer Defensive
52
+ 0.27%
$118.38 - $133.06 $6.16K - $6.92K
19.6K $2.36M
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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