Atlas Private Wealth Advisors ETFs

Atlas Private Wealth Advisors

$691 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWM Ishares Russell 2000 ETF	$0	$706,000 0.1% of portfolio	3,541	Q1 2025 Reduced 3.51%
IDV Ishares Tr	$0	$698,000 0.1% of portfolio	22,400	Q2 2024 Added 100.0%
ESGU Ishares Trust Ishares Esg Awar	$0	$650,000 0.09% of portfolio	5,338	Q1 2025 Reduced 0.15%
IRBO Ishares Robotics & Artificial	$0	$639,000 0.09% of portfolio	19,940	Q2 2024 Added 100.0%
FPX First Trust Us Equity Opportun	$0	$623,000 0.09% of portfolio	5,576	Q1 2025 Reduced 0.25%
VGT Vanguard Information Technolog	$0	$618,000 0.09% of portfolio	1,138	Q4 2024 Reduced 12.6%
SPGM Spdr Index Shs Fds S Spdr Port	$0	$591,000 0.09% of portfolio	9,483	Q4 2024 Added 0.51%
HYG Ishares Tr	$0	$566,000 0.08% of portfolio	7,175	Q1 2025 Reduced 1.94%
FDN First Tr Fd Dow Jones	$0	$550,000 0.08% of portfolio	2,477	Q1 2025 Reduced 10.25%
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$523,000 0.08% of portfolio	7,062	Q1 2025 New
LQD Ishares Iboxx $ Investment Gra	$0	$480,000 0.07% of portfolio	4,428	Q1 2025 Reduced 0.76%
VOO Vanguard Index Fds S&P 500 ETF	$0	$480,000 0.07% of portfolio	935	Q1 2025 Reduced 0.32%
IYK Ishares U.S. Consumer Staples	$0	$445,000 0.06% of portfolio	6,224	Q1 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$438,000 0.06% of portfolio	5,956	Q1 2025 Reduced 32.73%
XLV Select Sector Spdr Fund Health	$0	$436,000 0.06% of portfolio	3,018	Q1 2025 New
IJR Ishares Core S&P Sm Cap ETF	$0	$406,000 0.06% of portfolio	3,888	Q1 2025 Added 95.57%
SDY Spdr Series Tr Spdr S&P Divide	$0	$384,000 0.06% of portfolio	2,866	Q1 2025 Reduced 10.94%
EFV Msci Eafe Value ETF	$0	$382,000 0.06% of portfolio	6,487	Q1 2025 Reduced 0.34%
SPAB Spdr Portfolio Aggregate Bond	$0	$377,000 0.05% of portfolio	14,806	Q1 2025 Reduced 11.24%
AOM Ishares Tr Core Moderate Alloc	$0	$368,000 0.05% of portfolio	8,392	Q1 2025 Reduced 4.18%
IUSB Ishares Core Total Usd Bond Ma	$0	$315,000 0.05% of portfolio	6,839	Q1 2025 Added 0.87%
AOA Ishares Tr Core Aggressive All	$0	$306,000 0.04% of portfolio	4,011	Q1 2025 Reduced 17.42%
IBB Ishares Biotechnology ETF	$0	$296,000 0.04% of portfolio	2,278	Q2 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$292,000 0.04% of portfolio	7,813	Q1 2025 Reduced 60.71%
JPIB Jpmorgan International Bond Op	$0	$287,000 0.04% of portfolio	5,998	Q1 2025 Reduced 13.7%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$276,000 0.04% of portfolio	4,250	Q4 2024 Reduced 46.36%
XMMO Invesco Exchange Traded Fd Tr	$0	$275,000 0.04% of portfolio	2,424	Q1 2025 New
IEFA Ishares Tr	$0	$273,000 0.04% of portfolio	3,617	Q1 2025 Reduced 0.88%
QUAL Ishares Msci Usa Quality Facto	$0	$263,000 0.04% of portfolio	1,540	Q1 2025 Added 0.79%
AIQ Global X Funds Global X Artifi	$0	$258,000 0.04% of portfolio	7,113	Q1 2025 Added 0.06%
IUSG Ishares Core S&P U.S Growth Et	$0	$258,000 0.04% of portfolio	2,037	Q1 2025 Reduced 2.68%
IEO Ishares Tr	$0	$245,000 0.04% of portfolio	2,600	Q4 2024 Reduced 10.34%
FVD First Tr Value Line Divid Inde	$0	$244,000 0.04% of portfolio	5,480	Q2 2024 New
EQWL Invesco Exchange Traded Fd Tr	$0	$244,000 0.04% of portfolio	2,373	Q1 2025 Reduced 0.13%
LRGE Legg Mason ETF Invt Tr Clearbr	$0	$235,000 0.03% of portfolio	3,386	Q1 2025 Reduced 14.37%
AOR Ishares Tr Core Growth Allocat	$0	$232,000 0.03% of portfolio	4,052	Q1 2025 Reduced 16.51%
SPYV Spdr Portfolio S&P 500 Value E	$0	$227,000 0.03% of portfolio	4,501	Q1 2025 Reduced 7.39%
FTCS First Trust Capital Strength E	$0	$222,000 0.03% of portfolio	2,482	Q1 2025 Added 0.12%
IJH Ishares Core S&P Mid Cap ETF	$0	$210,000 0.03% of portfolio	3,612	Q1 2025 Reduced 7.17%
SIZE Ishares Msci Usa Size Factor E	$0	$210,000 0.03% of portfolio	1,458	Q1 2025 Added 0.83%
PCEF Invesco Cef Income Composite E	$0	$195,000 0.03% of portfolio	10,360	Q4 2024 Reduced 4.07%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.