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
$177B
$313,000 0.08% of portfolio
1,609
Q3 2025 Reduced 53.7%
$0
$287,000 0.08% of portfolio
3,537
Q3 2025 Reduced 48.55%
$0
$292,000 0.08% of portfolio
8,000
Q3 2025 Reduced 50.0%
$0
$308,000 0.08% of portfolio
2,283
Q3 2025 Reduced 22.92%
$278B
$283,000 0.07% of portfolio
2,746
Q3 2025 Reduced 65.64%
$0
$252,000 0.07% of portfolio
5,471
Q3 2025 Reduced 31.1%
$174B
$276,000 0.07% of portfolio
9,796
Q3 2025 Reduced 75.63%
$197B
$272,000 0.07% of portfolio
1,938
Q3 2025 Reduced 66.91%
$0
$283,000 0.07% of portfolio
3,779
Q3 2025 Reduced 54.06%
$270B
$280,000 0.07% of portfolio
994
Q3 2025 Reduced 51.51%
$15.4B
$254,000 0.07% of portfolio
4,215
Q3 2025 Reduced 52.63%
$125B
$231,000 0.06% of portfolio
651
Q3 2025 New
$0
$223,000 0.06% of portfolio
1,877
Q3 2025 Reduced 51.85%
$270B
$247,000 0.06% of portfolio
311
Q3 2025 Reduced 51.02%
$0
$217,000 0.06% of portfolio
1,952
Q3 2025 Reduced 51.79%
$148B
$229,000 0.06% of portfolio
912
Q3 2025 Reduced 52.5%
$0
$215,000 0.06% of portfolio
3,176
Q3 2025 Reduced 52.55%
$95.3B
$207,000 0.05% of portfolio
1,677
Q3 2025 Reduced 59.07%
$51.1B
$186,000 0.05% of portfolio
10,873
Q3 2025 Reduced 52.58%
$33.9M
$162,000 0.04% of portfolio
51,000
Q3 2025 Reduced 54.39%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 43.02%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 51.01%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 25.32%
Franklin Templeton Digital H
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 50.0%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 51.66%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 31.83%
-
$0 0.0% of portfolio
-
Q3 2025 New
Pacer Fds Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 36.66%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 20.15%
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 46.37%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 41.26%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 51.87%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 34.5%

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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