Atlas Private Wealth Management has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $227 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $9.14M, Jp Morgan Ultra Short Mun Inco with a value of $8.54M, First Tr ETF Fd Iv First Tr Lo with a value of $7.7M, Apple Inc. with a value of $7.43M, and Spdr S&P 500 ETF Trust with a value of $7.17M.

Examining the 13F form we can see an increase of $24.3M in the current position value, from $203M to 227M.

Below you can find more details about Atlas Private Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $227 Million
ETFs: $107 Million
Financial Services: $23.4 Million
Healthcare: $19.5 Million
Technology: $17.9 Million
Communication Services: $13.4 Million
Industrials: $12 Million
Consumer Cyclical: $8.3 Million
Energy: $8.19 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 119
  • Current Value $227 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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