Atlas Private Wealth Advisors Reduced Holdings in Q3 2024

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-263K
- 23.19%
$33.74 - $37.96 $8.88M - $9.99M
872K $32.7M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-40.3K
- 17.29%
$114.52 - $127.8 $4.61M - $5.14M
193K $24.2M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-89.3K
- 27.38%
$54.33 - $59.01 $4.85M - $5.27M
237K $13.8M
GOOG
Alphabet Inc.

Communication Services
-493
- 2.39%
$149.54 - $192.66 $73.7K - $95K
20.2K $3.37M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.56K
- 31.27%
$125.95 - $142.04 $197K - $222K
3.44K $488K
FSK
Fs Kkr Capital Corp

Financial Services
-5.47K
- 26.62%
$18.74 - $20.43 $103K - $112K
15.1K $297K
COP
Conocophillips

Energy
-450
- 11.87%
$102.3 - $116.61 $46K - $52.5K
3.34K $351K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-1.29K
- 24.54%
$65.03 - $73.27 $83.6K - $94.2K
3.95K $288K
IWM
Ishares Russell 2000 ETF

ETFs
-540
- 12.33%
$200.87 - $224.6 $108K - $121K
3.84K $847K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.25K
- 19.84%
$48.51 - $52.86 $60.4K - $65.9K
5.03K $266K
HYG
Ishares Tr

ETFs
-943
- 7.75%
$76.72 - $80.36 $72.3K - $75.8K
11.2K $901K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.08K
- 17.92%
$64.57 - $71.76 $69.6K - $77.4K
4.94K $354K
PRU
Prudential Financial Inc

Financial Services
-226
- 11.31%
$105.53 - $127.32 $23.8K - $28.8K
1.77K $214K
XLK
Technology Sector Spdr

ETFs
-14
- 0.11%
$197.34 - $237.68 $2.76K - $3.33K
12.7K $2.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-398
- 9.29%
$57.32 - $62.65 $22.8K - $24.9K
3.89K $242K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-424
- 6.11%
$106.11 - $113.72 $45K - $48.2K
6.51K $735K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 8.41%
$42.65 - $46.55 $501K - $547K
128K $5.96M
FTCS
First Trust Capital Strength E

ETFs
-242
- 8.91%
$83.58 - $90.94 $20.2K - $22K
2.47K $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-215
- 9.8%
$105.53 - $118.34 $22.7K - $25.4K
1.98K $231K
PCEF
Invesco Cef Income Composite E

ETFs
-550
- 4.85%
$18.24 - $19.71 $10K - $10.8K
10.8K $212K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-433
- 3.97%
$96.25 - $101.98 $41.7K - $44.2K
10.5K $1.06M
PEP
Pepsico Inc

Consumer Defensive
-258
- 2.39%
$161.9 - $179.3 $41.8K - $46.3K
10.5K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-106
- 4.05%
$520.18 - $576.82 $55.1K - $61.1K
2.51K $1.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-173
- 2.01%
$60.84 - $67.51 $10.5K - $11.7K
8.44K $569K
IEFA
Ishares Tr

ETFs
-2
- 0.05%
$70.09 - $78.74 $140 - $157
3.65K $284K
AXP
American Express CO

Financial Services
-360
- 11.92%
$225.92 - $271.17 $81.3K - $97.6K
2.66K $721K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.78K
- 6.63%
$83.76 - $91.82 $149K - $163K
25K $2.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-545
- 2.59%
$53.41 - $57.9 $29.1K - $31.6K
20.5K $1.18M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-672
- 0.72%
$51.0 - $52.05 $34.3K - $35K
92.8K $4.82M
RDVY
First Trust Rising Dividend Ac

ETFs
-268
- 1.46%
$53.68 - $59.24 $14.4K - $15.9K
18.1K $1.07M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.72K
- 1.27%
$16.42 - $18.12 $110K - $122K
520K $9.39M
HDV
Ishares Core High Dividend ETF

ETFs
-2.02K
- 5.54%
$107.62 - $118.76 $218K - $240K
34.5K $4.06M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.21K
- 0.75%
$48.27 - $49.43 $58.5K - $59.9K
159K $7.88M
UNH
Unitedhealth Group Inc

Healthcare
-32
- 1.82%
$488.01 - $604.18 $15.6K - $19.3K
1.73K $1.01M
DVY
Ishares Tr

ETFs
-589
- 3.12%
$119.99 - $135.74 $70.7K - $80K
18.3K $2.47M
KO
Coca Cola CO

Consumer Defensive
-215
- 0.73%
$62.69 - $73.01 $13.5K - $15.7K
29.3K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-842
- 6.82%
$191.76 - $263.26 $161K - $222K
11.5K $3.01M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-11.1K
- 0.64%
$23.04 - $24.06 $256K - $268K
1.72M $41.2M
AAPL
Apple Inc.

Technology
-79
- 0.08%
$207.23 - $234.82 $16.4K - $18.6K
97.4K $22.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.5K
- 4.28%
$162.83 - $179.16 $2.19M - $2.41M
301K $53.9M
SPMD
Spdr Portfolio

ETFs
-5.68K
- 0.44%
$50.29 - $54.92 $285K - $312K
1.29M $70.3M
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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