Atlas Private Wealth Management Incresed Positions in Q1 2024

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.27K
+ 7.57%
$86.47 - $110.05 $369K - $470K
60.7K $6.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33K
+ 61.45%
$44.85 - $46.02 $1.48M - $1.52M
86.8K $3.93M
IEFA
Ishares Tr

ETFs
16.4K
+ 31.96%
$68.14 - $74.43 $1.12M - $1.22M
67.7K $5.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.5K
+ 39.93%
$96.75 - $99.37 $1.31M - $1.34M
47.4K $4.64M
META
Meta Platforms, Inc.

Communication Services
681
+ 10.08%
$344.47 - $512.19 $235K - $349K
7.44K $3.61M
EFG
Msci Eafe Growth ETF

ETFs
9.13K
+ 33.65%
$93.77 - $104.85 $856K - $958K
36.3K $3.77M
JPM
Jpmorgan Chase & CO

Financial Services
718
+ 2.48%
$167.09 - $200.3 $120K - $144K
29.6K $5.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.26K
+ 17.33%
$359.29 - $420.52 $454K - $531K
8.55K $3.6M
GOOGL
Alphabet Inc.

Communication Services
2.72K
+ 6.77%
$131.4 - $153.51 $357K - $418K
42.9K $6.47M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.84K
+ 9.65%
$81.49 - $82.34 $802K - $810K
112K $9.14M
DIS
Walt Disney CO

Communication Services
2.01K
+ 16.01%
$89.29 - $122.36 $179K - $246K
14.6K $1.78M
VO
Vanguard Mid Cap ETF

ETFs
2.23K
+ 66.69%
$225.86 - $249.86 $505K - $558K
5.58K $1.4M
HD
Home Depot, Inc.

Consumer Cyclical
717
+ 7.88%
$338.26 - $395.2 $243K - $283K
9.82K $3.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.39K
+ 32.44%
$102.35 - $110.52 $449K - $485K
17.9K $1.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
659
+ 1.48%
$72.87 - $85.14 $48K - $56.1K
45.1K $3.81M
DLR
Digital Realty Trust, Inc.

Real Estate
2.24K
+ 15.67%
$130.83 - $153.71 $293K - $345K
16.6K $2.38M
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 1.17%
$469.56 - $525.73 $46.5K - $52K
8.54K $4.49M
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 9.51%
$147.42 - $162.61 $197K - $217K
15.4K $2.5M
JNJ
Johnson & Johnson

Healthcare
2.52K
+ 9.78%
$155.22 - $162.74 $391K - $409K
28.2K $4.47M
V
Visa Inc.

Financial Services
805
+ 7.5%
$257.98 - $290.37 $208K - $234K
11.5K $3.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
116
+ 1.78%
$528.82 - $599.43 $61.3K - $69.5K
6.64K $3.86M
SHW
Sherwin Williams CO

Basic Materials
481
+ 7.64%
$295.77 - $347.33 $142K - $167K
6.78K $2.35M
MA
Mastercard Inc

Financial Services
299
+ 8.86%
$418.77 - $488.64 $125K - $146K
3.67K $1.77M
MKC
Mccormick & CO Inc

Consumer Defensive
2.54K
+ 16.6%
$64.61 - $77.3 $164K - $197K
17.9K $1.37M
FVD
First Tr Value Line Divid Inde

ETFs
6.08K
+ 15.19%
$39.94 - $42.23 $243K - $257K
46.1K $1.95M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.15K
+ 3.79%
$50.62 - $50.84 $311K - $313K
168K $8.54M
DEO
Diageo PLC

Consumer Defensive
1.85K
+ 24.86%
$137.5 - $154.69 $254K - $286K
9.28K $1.38M
SLB
Schlumberger Limited

Energy
4.41K
+ 23.43%
$47.08 - $54.9 $207K - $242K
23.2K $1.27M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.19K
+ 8.66%
$76.81 - $91.25 $91.1K - $108K
14.9K $1.36M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.86K
+ 5.33%
$50.54 - $51.04 $296K - $299K
116K $5.88M
HON
Honeywell International Inc

Industrials
1.5K
+ 13.09%
$193.01 - $209.0 $290K - $314K
13K $2.67M
DHR
Danaher Corp

Healthcare
608
+ 10.74%
$224.58 - $256.19 $137K - $156K
6.27K $1.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.1K
+ 9.73%
$124.81 - $139.43 $137K - $153K
12.4K $1.7M
BR
Broadridge Financial Solutions, Inc.

Technology
1.16K
+ 10.31%
$193.56 - $208.96 $224K - $242K
12.4K $2.54M
PH
Parker Hannifin Corp

Industrials
86
+ 4.58%
$450.68 - $560.64 $38.8K - $48.2K
1.97K $1.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
757
+ 18.25%
$190.17 - $207.9 $144K - $157K
4.91K $1.01M
MS
Morgan Stanley

Financial Services
1.91K
+ 9.61%
$83.9 - $94.16 $161K - $180K
21.8K $2.05M
AMZN
Amazon Com Inc

Consumer Cyclical
163
+ 2.84%
$144.57 - $180.38 $23.6K - $29.4K
5.9K $1.06M
CB
Chubb LTD

Financial Services
151
+ 3.62%
$225.25 - $260.21 $34K - $39.3K
4.33K $1.12M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.08K
+ 1.22%
$16.74 - $17.43 $51.6K - $53.7K
255K $4.42M
AMT
American Tower Corp

Real Estate
1.7K
+ 18.61%
$186.68 - $218.81 $318K - $373K
10.9K $2.15M
MRK
Merck & Co., Inc.

Healthcare
61
+ 0.88%
$113.24 - $131.95 $6.91K - $8.05K
7.03K $927K
CTAS
Cintas Corp

Industrials
1
+ 0.05%
$577.26 - $687.03 $577 - $687
1.9K $1.31M
VRSK
Verisk Analytics, Inc.

Industrials
662
+ 11.83%
$231.21 - $250.66 $153K - $166K
6.26K $1.47M
SBUX
Starbucks Corp

Consumer Cyclical
2.35K
+ 13.41%
$90.12 - $97.3 $211K - $228K
19.8K $1.81M
AWK
American Water Works Company, Inc.

Utilities
2.04K
+ 17.28%
$117.14 - $133.62 $239K - $273K
13.9K $1.69M
IQLT
Ishares Msci Intl Quality Fact

ETFs
406
+ 0.84%
$36.14 - $39.86 $14.7K - $16.2K
49K $1.94M
UNH
Unitedhealth Group Inc

Healthcare
632
+ 8.71%
$472.6 - $545.42 $299K - $345K
7.89K $3.9M
FCOM
Fidelity Covington Tr Msci Com

ETFs
119
+ 0.95%
$43.75 - $49.63 $5.21K - $5.91K
12.7K $628K
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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