Atlas Private Wealth Advisors Portfolio Holdings

Atlas Private Wealth Advisors

  • $380 Million
  • Q3 2025

Atlas Private Wealth Advisors has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $380 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $30.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $23.4M, Spdr S&P 500 ETF Trust with a value of $19.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $18.5M, and Ishares Trishares 0 3 Mnth Tre with a value of $16.4M.

Examining the 13F form we can see an decrease of $351M in the current position value, from $731M to 380M.

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 $380 Million
ETFs: $331 Million
Technology: $24.2 Million
Consumer Cyclical: $5.9 Million
Communication Services: $5.52 Million
Financial Services: $4.13 Million
Healthcare: $2.81 Million
Consumer Defensive: $2.79 Million
Energy: $1.4 Million
Other: $1.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1 Million 0.26% of portfolio
31,941
Q3 2025 Reduced 44.95%
$0
$993,000 0.26% of portfolio
7,322
Q3 2025 Reduced 35.64%
$1.66T
$990,000 0.26% of portfolio
4,075
Q3 2025 Reduced 55.52%
$489B
$941,000 0.25% of portfolio
5,077
Q3 2025 Reduced 63.3%
$0
$892,000 0.23% of portfolio
10,032
Q3 2025 Reduced 49.1%
$100B
$859,000 0.23% of portfolio
2,036
Q3 2025 Reduced 50.59%
$143B
$807,000 0.21% of portfolio
2,447
Q3 2025 Reduced 58.36%
$0
$817,000 0.21% of portfolio
54,351
Q3 2025 Reduced 76.66%
$120B
$744,000 0.2% of portfolio
7,819
Q3 2025 Reduced 47.81%
$0
$743,000 0.2% of portfolio
1,111
Q3 2025 Reduced 51.21%
$907B
$766,000 0.2% of portfolio
2,430
Q3 2025 Reduced 53.3%
$392B
$715,000 0.19% of portfolio
1,765
Q3 2025 Reduced 58.44%
$0
$712,000 0.19% of portfolio
5,076
Q3 2025 Reduced 45.62%
$159B
$676,000 0.18% of portfolio
2,397
Q3 2025 Reduced 51.3%
$0
$701,000 0.18% of portfolio
79,783
Q3 2025 Reduced 21.0%
$0
$625,000 0.16% of portfolio
9,298
Q3 2025 Reduced 54.22%
$0
$556,000 0.15% of portfolio
6,740
Q3 2025 Reduced 48.47%
$0
$482,000 0.13% of portfolio
2,482
Q3 2025 Added 58.09%
$635B
$485,000 0.13% of portfolio
966
Q3 2025 Reduced 54.88%
$0
$482,000 0.13% of portfolio
41,639
Q3 2025 Reduced 45.62%
$0
$480,000 0.13% of portfolio
11,439
Q3 2025 Reduced 13.29%
$40.6B
$504,000 0.13% of portfolio
337
Q3 2025 Reduced 50.66%
$0
$453,000 0.12% of portfolio
2,731
Q3 2025 Reduced 50.06%
$6.63B
$458,000 0.12% of portfolio
8,000
Q3 2025 Reduced 50.92%
$349B
$473,000 0.12% of portfolio
3,079
Q3 2025 Reduced 63.58%
$269B
$463,000 0.12% of portfolio
1,395
Q3 2025 Reduced 49.95%
$382B
$452,000 0.12% of portfolio
1,956
Q3 2025 Reduced 52.77%
$1.52T
$468,000 0.12% of portfolio
1,677
Q3 2025 Reduced 49.87%
$0
$412,000 0.11% of portfolio
11,829
Q3 2025 Reduced 60.93%
$229B
$421,000 0.11% of portfolio
2,598
Q3 2025 Reduced 68.65%
$220B
$412,000 0.11% of portfolio
1,357
Q3 2025 Reduced 63.08%
$0
$410,000 0.11% of portfolio
7,417
Q3 2025 Added 64.64%
$0
$435,000 0.11% of portfolio
13,028
Q3 2025 Reduced 50.0%
$0
$430,000 0.11% of portfolio
7,493
Q3 2025 Reduced 58.25%
$476B
$404,000 0.11% of portfolio
3,587
Q3 2025 Reduced 72.39%
$556B
$403,000 0.11% of portfolio
1,183
Q3 2025 Reduced 52.53%
$0
$424,000 0.11% of portfolio
6,204
Q3 2025 Reduced 31.49%
$0
$411,000 0.11% of portfolio
1,700
Q3 2025 Reduced 54.26%
$152B
$409,000 0.11% of portfolio
12,212
Q3 2025 Reduced 52.38%
$165B
$424,000 0.11% of portfolio
9,659
Q3 2025 Reduced 63.5%
$0
$424,000 0.11% of portfolio
569
Q3 2025 Reduced 50.0%
$0
$390,000 0.1% of portfolio
2,679
Q3 2025 Reduced 49.91%
$0
$345,000 0.09% of portfolio
6,770
Q3 2025 Reduced 51.16%
$527B
$332,000 0.09% of portfolio
584
Q3 2025 Reduced 56.32%
$486B
$328,000 0.09% of portfolio
274
Q3 2025 Reduced 57.39%
$0
$354,000 0.09% of portfolio
2,549
Q3 2025 Reduced 36.05%
$0
$327,000 0.09% of portfolio
10,208
Q3 2025 Reduced 48.81%
$297B
$322,000 0.08% of portfolio
4,865
Q3 2025 Reduced 67.72%
$0
$306,000 0.08% of portfolio
1,097
Q3 2025 Reduced 55.93%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $380 Million
  • Prior Value $731 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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