Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025

Atlas Private Wealth Advisors has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $691 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $74.9M, Spdr Portfolio S&P 600 Small C with a value of $37.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.6M, Spdr S&P 500 ETF Trust with a value of $35.5M, and Invesco S&P 500 Equal Weight E with a value of $28.3M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $688M to 691M.

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 $691 Million
ETFs: $589 Million
Technology: $39.1 Million
Healthcare: $12.4 Million
Consumer Cyclical: $11.3 Million
Communication Services: $10.7 Million
Consumer Defensive: $10.5 Million
Financial Services: $7.97 Million
Energy: $5.09 Million
Other: $5.09 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$782M
$84,000 0.01% of portfolio
10,530
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $691 Million
  • Prior Value $688 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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