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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.61K
+ 1.02%
$47.95 - $48.49 $77.4K - $78.3K
160K $7.7M
SCHW
Schwab Charles Corp

Financial Services
626
+ 10.44%
$61.89 - $72.38 $38.7K - $45.3K
6.63K $479K
IQV
Iqvia Holdings Inc.

Healthcare
2
+ 0.07%
$208.23 - $259.1 $416 - $518
2.95K $746K
PEP
Pepsico Inc

Consumer Defensive
39
+ 0.39%
$162.04 - $175.01 $6.32K - $6.83K
10K $1.75M
SHEL
Shell PLC

Energy
436
+ 2.06%
$61.04 - $67.42 $26.6K - $29.4K
21.6K $1.45M
SPGI
S&P Global Inc.

Financial Services
245
+ 6.42%
$418.48 - $459.72 $103K - $113K
4.06K $1.73M
TXN
Texas Instruments Inc

Technology
191
+ 5.44%
$156.85 - $175.27 $30K - $33.5K
3.7K $644K
BDX
Becton Dickinson & CO

Healthcare
135
+ 7.61%
$233.45 - $247.73 $31.5K - $33.4K
1.91K $472K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.04K
+ 2.23%
$24.08 - $24.53 $25K - $25.5K
47.6K $1.17M
ITW
Illinois Tool Works Inc

Industrials
46
+ 1.48%
$250.22 - $270.33 $11.5K - $12.4K
3.16K $848K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.5%
$644.69 - $785.59 $3.22K - $3.93K
339 $248K
WSO
Watsco Inc

Industrials
37
+ 1.56%
$377.91 - $439.5 $14K - $16.3K
2.4K $1.04M
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.21%
$85.45 - $100.22 $427 - $501
2.37K $235K
CMCSA
Comcast Corp

Communication Services
763
+ 2.93%
$41.24 - $46.73 $31.5K - $35.7K
26.8K $1.16M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10
+ 0.27%
$65.39 - $69.77 $654 - $698
3.65K $254K
UPS
United Parcel Service Inc

Industrials
341
+ 8.66%
$139.08 - $161.22 $47.4K - $55K
4.28K $635K
ROST
Ross Stores, Inc.

Consumer Cyclical
3
+ 0.18%
$134.5 - $150.45 $404 - $451
1.68K $246K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.22%
$47.98 - $54.4 $480 - $544
4.54K $246K
BYLD
Ishares Tr Yield Optimized Bd
20.1K
+ 5.62%
N/A
377K $0
Linde PLC Shs
411
+ 8.4%
N/A
5.31K $0
AMGN
Amgen Inc

Healthcare
3
+ 0.42%
$268.87 - $324.56 $807 - $974
718 $204K
MCD
Mcdonalds Corp

Consumer Cyclical
114
+ 4.76%
$278.58 - $300.53 $31.8K - $34.3K
2.51K $707K
HYLS
First Tr Tactical High Yield L

ETFs
131
+ 0.42%
$40.81 - $41.46 $5.35K - $5.43K
31.1K $1.28M
ADBE
Adobe Inc.

Technology
260
+ 4.99%
$492.46 - $634.76 $128K - $165K
5.47K $2.76M
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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