Atlas Private Wealth Advisors Reduced Holdings in Q2 2025

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.42K
- 2.52%
$172.42 - $223.89 $417K - $541K
93.6K $19.2M
IEF
Ishares Barclays

ETFs
-18.6K
- 10.6%
$93.15 - $96.56 $1.73M - $1.79M
156K $15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16.8K
- 10.26%
$152.93 - $181.74 $2.56M - $3.05M
147K $26.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-79.9K
- 8.63%
$35.35 - $42.68 $2.82M - $3.41M
846K $36.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-70.6K
- 25.37%
$23.45 - $26.56 $1.66M - $1.88M
208K $5.52M
JNJ
Johnson & Johnson

Healthcare
-5.7K
- 29.16%
$146.36 - $159.82 $834K - $910K
13.8K $2.11M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-35.1K
- 53.72%
$27.46 - $33.2 $965K - $1.17M
30.3K $1.01M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-49.9K
- 6.35%
$22.4 - $23.8 $1.12M - $1.19M
736K $17.5M
XLF
Financial Sector Spdr

ETFs
-20.3K
- 28.22%
$43.92 - $52.37 $892K - $1.06M
51.7K $2.71M
CLX
Clorox CO

Consumer Defensive
-3.38K
- 40.23%
$118.01 - $148.69 $398K - $502K
5.02K $602K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-9.05K
- 6.2%
$45.9 - $48.26 $415K - $437K
137K $6.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-9.66K
- 12.79%
$49.12 - $50.93 $474K - $492K
65.9K $3.28M
MRK
Merck & Co., Inc.

Healthcare
-4.81K
- 35.89%
$73.47 - $87.12 $353K - $419K
8.59K $679K
PG
Procter & Gamble CO

Consumer Defensive
-2.49K
- 22.74%
$157.66 - $172.39 $392K - $429K
8.45K $1.35M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-18.9K
- 41.99%
$27.3 - $31.8 $515K - $600K
26.1K $828K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-6.99K
- 1.86%
$31.07 - $32.25 $217K - $226K
369K $11.7M
CVX
Chevron Corp

Energy
-1.86K
- 21.93%
$133.73 - $168.51 $248K - $313K
6.61K $946K
PFE
Pfizer Inc

Healthcare
-16.3K
- 48.74%
$21.59 - $24.84 $352K - $405K
17.1K $415K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-24K
- 9.36%
$13.37 - $15.25 $322K - $367K
233K $3.47M
UNH
Unitedhealth Group Inc

Healthcare
-72
- 4.02%
$274.35 - $599.47 $19.8K - $43.2K
1.72K $536K
MCD
Mcdonalds Corp

Consumer Cyclical
-966
- 20.81%
$285.55 - $321.23 $276K - $310K
3.68K $1.07M
PEP
Pepsico Inc

Consumer Defensive
-1.8K
- 23.55%
$128.02 - $151.37 $231K - $273K
5.86K $773K
AMGN
Amgen Inc

Healthcare
-668
- 11.95%
$262.28 - $309.85 $175K - $207K
4.92K $1.37M
T
At&T Inc.

Communication Services
-12.7K
- 24.03%
$26.33 - $28.94 $335K - $368K
40.2K $1.16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.22K
- 6.13%
$376.48 - $440.65 $1.21M - $1.42M
49.3K $21.7M
VZ
Verizon Communications Inc

Communication Services
-5.96K
- 18.38%
$41.67 - $45.62 $248K - $272K
26.5K $1.14M
XOM
Exxon Mobil Corp

Energy
-1.45K
- 10.06%
$99.93 - $119.04 $145K - $173K
13K $1.4M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 10.93%
$41.05 - $48.17 $493K - $579K
97.9K $4.72M
DVY
Ishares Tr

ETFs
-2.35K
- 13.71%
$118.37 - $134.86 $278K - $317K
14.8K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
-818
- 16.15%
$335.24 - $380.78 $274K - $311K
4.25K $1.56M
KO
Coca Cola CO

Consumer Defensive
-3.85K
- 20.35%
$68.37 - $73.9 $263K - $285K
15.1K $1.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
-7K
- 6.42%
$29.0 - $30.68 $203K - $215K
102K $3.13M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-423
- 0.66%
$83.97 - $92.85 $35.5K - $39.3K
64.1K $5.66M
ABBV
Abb Vie Inc.

Healthcare
-520
- 11.16%
$170.16 - $206.27 $88.5K - $107K
4.14K $768K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.88K
- 21.86%
$50.1 - $51.02 $194K - $198K
13.9K $707K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-414
- 44.28%
$456.74 - $568.03 $189K - $235K
521 $295K
PM
Philip Morris International Inc.

Consumer Defensive
-2.36K
- 22.16%
$149.23 - $184.95 $352K - $436K
8.29K $1.51M
FV
First Trust Dorsey Wright Focu

ETFs
-6.19K
- 13.86%
$48.43 - $59.26 $300K - $367K
38.4K $2.28M
IDV
Ishares Tr

ETFs
-6.4K
- 28.57%
$27.79 - $34.84 $178K - $223K
16K $552K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-2.07K
- 34.82%
$65.41 - $79.66 $136K - $165K
3.88K $309K
MDT
Medtronic PLC

Healthcare
-905
- 5.7%
$80.68 - $88.86 $73K - $80.4K
15K $1.31M
KHC
Kraft Heinz CO

Consumer Defensive
-1.34K
- 10.45%
$25.61 - $30.81 $34.3K - $41.2K
11.5K $296K
ELV
Elevance Health, Inc.

Healthcare
-16
- 1.2%
$372.27 - $452.69 $5.96K - $7.24K
1.32K $511K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.48K
- 16.78%
$24.98 - $25.66 $62.1K - $63.7K
12.3K $315K
GILD
Gilead Sciences, Inc.

Healthcare
-496
- 12.22%
$96.91 - $113.0 $48.1K - $56K
3.56K $395K
IEFA
Ishares Tr

ETFs
-1.02K
- 28.31%
$67.83 - $84.09 $69.5K - $86.1K
2.59K $216K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-379
- 8.56%
$105.23 - $109.61 $39.9K - $41.5K
4.05K $443K
FSK
Fs Kkr Capital Corp

Financial Services
-1.29K
- 10.81%
$17.95 - $21.5 $23.2K - $27.7K
10.6K $220K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.26K
- 13.26%
$55.5 - $69.0 $69.8K - $86.7K
8.23K $567K
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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