Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025

Atlas Private Wealth Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $731 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $77.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $37.8M, Spdr S&P 500 ETF Trust with a value of $37.4M, Spdr Portfolio S&P 600 Small C with a value of $36.1M, and Invesco Qqq Trust, Series 1 with a value of $28.9M.

Examining the 13F form we can see an increase of $40.4M in the current position value, from $691M to 731M.

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.

Portfolio value $731 Million
ETFs: $624 Million
Technology: $44 Million
Consumer Cyclical: $12.2 Million
Communication Services: $12 Million
Healthcare: $9.43 Million
Financial Services: $9.24 Million
Consumer Defensive: $8.93 Million
Energy: $4.2 Million
Other: $5.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $731 Million
  • Prior Value $691 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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