Atlas Private Wealth Advisors Portfolio Holdings
Atlas Private Wealth Advisors
- $614 Million
- Q2 2024
Atlas Private Wealth Advisors has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $614 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $66.2M, Spdr Portfolio S&P 600 Small C with a value of $57.8M, Invesco S&P 500 Equal Weight E with a value of $51.7M, Spdr Ser Tr Spdr Portfolio Hig with a value of $40.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $39.8M.
Examining the 13F form we can see an increase of $316M in the current position value, from $299M to 614M.
Atlas Private Wealth Advisors is based out at Matawan, NJ
Below you can find more details about Atlas Private Wealth Advisors portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 154
- Current Value $614 Million
- Prior Value $299 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 46 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 3 stocks