Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024

Atlas Private Wealth Advisors has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $70.3M, Spdr Portfolio S&P 600 Small C with a value of $66M, Invesco S&P 500 Equal Weight E with a value of $53.9M, Spdr Ser Tr Spdr Portfolio Hig with a value of $41.2M, and Ishares Barclays with a value of $38.3M.

Examining the 13F form we can see an increase of $65.5M in the current position value, from $614M to 680M.

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 $680 Million
ETFs: $567 Million
Technology: $38.9 Million
Healthcare: $15.8 Million
Consumer Defensive: $14.7 Million
Communication Services: $13.6 Million
Consumer Cyclical: $13.4 Million
Financial Services: $6.06 Million
Energy: $5.62 Million
Other: $5.15 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.01B
$879,000 0.13% of portfolio
16,000
Q2 2024 Added 100.0%
$4.69B
$202,000 0.03% of portfolio
4,292
Q3 2024 New
$6.11B
$217,000 0.03% of portfolio
10,650
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $680 Million
  • Prior Value $614 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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