Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TDC
Teradata Corp

Technology
Q4 2021 Filed on Apr 21, 2022
6
$41.42 - $58.89 $249 - $353
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Apr 21, 2022
355
$7.9 - $10.19 $2.8K - $3.62K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
22
$569.0 - $667.24 $12.5K - $14.7K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
156
$62.97 - $75.92 $9.82K - $11.8K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
Q4 2021 Filed on Apr 21, 2022
217
$51.29 - $52.73 $11.1K - $11.4K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
498
$28.61 - $33.78 $14.2K - $16.8K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2021 Filed on Apr 21, 2022
184
$93.29 - $101.13 $17.2K - $18.6K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
70
$42.07 - $66.11 $2.94K - $4.63K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Apr 21, 2022
108
$54.85 - $62.74 $5.92K - $6.78K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Apr 21, 2022
200
$35.73 - $48.36 $7.15K - $9.67K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
73
$68.07 - $83.35 $4.97K - $6.08K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Apr 21, 2022
64
$43.76 - $52.36 $2.8K - $3.35K
INN
Summit Hotel Properties, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,805
$8.53 - $10.54 $15.4K - $19K
SONY
Sony Group Corp

Technology
Q4 2021 Filed on Apr 21, 2022
100
$105.56 - $127.48 $10.6K - $12.7K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Apr 21, 2022
75
$39.36 - $55.06 $2.95K - $4.13K
SRLN
Ssga Active Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
34
$45.27 - $45.96 $1.54K - $1.56K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Apr 21, 2022
325
$47.29 - $48.28 $15.4K - $15.7K
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
5
$163.92 - $174.5 $820 - $873
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2021 Filed on Apr 21, 2022
780
$30.89 - $32.39 $24.1K - $25.3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Apr 21, 2022
130
$58.91 - $60.23 $7.66K - $7.83K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q4 2021 Filed on Apr 21, 2022
1,144
$103.56 - $114.25 $118K - $131K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$109.09 - $125.62 $21.8K - $25.1K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
1,375
$66.5 - $72.84 $91.4K - $100K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2021 Filed on Apr 21, 2022
1,022
$90.95 - $111.47 $93K - $114K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$20.04 - $27.01 $4.01K - $5.4K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Apr 21, 2022
24
$108.91 - $173.31 $2.61K - $4.16K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
189
$167.8 - $188.86 $31.7K - $35.7K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
388
$106.07 - $116.97 $41.2K - $45.4K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,410
$6.47 - $7.04 $9.12K - $9.93K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
20
$358.15 - $413.86 $7.16K - $8.28K
LPTH
Lightpath Technologies Inc

Technology
Q4 2021 Filed on Apr 21, 2022
3,206
$1.76 - $2.44 $5.64K - $7.82K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
38
$33.62 - $42.47 $1.28K - $1.61K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
120
$579.3 - $675.15 $69.5K - $81K
FYBR
Frontier Communications Parent, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
224
$26.94 - $34.9 $6.03K - $7.82K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
200
$4.83 - $5.53 $966 - $1.11K
New America
Q4 2021 Filed on Apr 21, 2022
2,350
N/A
NICE
Nice Ltd.

Technology
Q4 2021 Filed on Apr 21, 2022
10
$264.25 - $315.02 $2.64K - $3.15K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
115
$147.06 - $177.51 $16.9K - $20.4K
NIO
Nio Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
520
$28.16 - $43.2 $14.6K - $22.5K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Apr 21, 2022
650
$5.46 - $6.34 $3.55K - $4.12K
FTGC
First Trust Global Tactical CO

ETFs
Q4 2021 Filed on Apr 21, 2022
650
$22.96 - $25.78 $14.9K - $16.8K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Apr 21, 2022
80
$79.7 - $88.13 $6.38K - $7.05K
NUVA
Nuvasive Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
9
$47.19 - $62.68 $425 - $564
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,300
$6.22 - $6.6 $8.09K - $8.58K
Nuveen Diversified Div
Q4 2021 Filed on Apr 21, 2022
4,053
N/A
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
7,000
$9.22 - $9.99 $64.5K - $69.9K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
300
$9.23 - $9.94 $2.77K - $2.98K
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$207.24 - $275.3 $1.45K - $1.93K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
43
$81.06 - $96.04 $3.49K - $4.13K
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