Atlas Private Wealth Management Sells in Q1 2024

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.38K
- 5.2%
$169.0 - $195.18 $402K - $464K
43.3K $7.43M
DVY
Ishares Tr

ETFs
-4.61K
- 26.75%
$113.31 - $123.18 $522K - $567K
12.6K $1.55M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.28K
- 19.92%
$95.88 - $102.78 $315K - $337K
13.2K $1.36M
VNLA
Janus Henderson Short Duration

ETFs
-6.94K
- 17.57%
$48.26 - $48.59 $335K - $337K
32.5K $1.58M
BA
Boeing CO

Industrials
-22
- 1.03%
$179.84 - $251.76 $3.96K - $5.54K
2.12K $408K
CSCO
Cisco Systems, Inc.

Technology
-975
- 7.72%
$48.06 - $52.33 $46.9K - $51K
11.6K $581K
CVS
Cvs Health Corp

Healthcare
-595
- 14.19%
$71.99 - $81.42 $42.8K - $48.4K
3.6K $286K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.43K
- 5.38%
$39.04 - $42.23 $55.9K - $60.4K
25.2K $1.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
-17
- 1.52%
$215.38 - $273.47 $3.66K - $4.65K
1.1K $267K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.09K
- 8.09%
$82.87 - $90.44 $173K - $189K
23.7K $2.15M
CARR
Carrier Global Corp

Industrials
-135
- 2.79%
$53.43 - $59.82 $7.21K - $8.08K
4.7K $273K
MO
Altria Group, Inc.

Consumer Defensive
-400
- 7.55%
$39.73 - $44.95 $15.9K - $18K
4.9K $213K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.62K
- 6.46%
$77.86 - $83.58 $126K - $135K
23.4K $1.96M
CVX
Chevron Corp

Energy
-94
- 2.12%
$141.82 - $157.74 $13.3K - $14.8K
4.34K $683K
GOOG
Alphabet Inc.

Communication Services
-21
- 0.92%
$132.56 - $154.84 $2.78K - $3.25K
2.26K $343K
OKE
Oneok Inc

Energy
-495
- 6.96%
$67.94 - $80.17 $33.6K - $39.7K
6.62K $530K
FDX
Fedex Corp

Industrials
-9
- 0.89%
$236.39 - $289.74 $2.13K - $2.61K
997 $288K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-425
- 4.51%
$137.1 - $157.55 $58.3K - $67K
9.01K $1.4M
VIG
Vanguard Dividend Appreciation

ETFs
-29
- 0.48%
$168.47 - $182.98 $4.89K - $5.31K
6.02K $1.1M
LLY
Eli Lilly & CO

Healthcare
-14
- 2.95%
$592.2 - $792.28 $8.29K - $11.1K
460 $357K
RTX
Raytheon Technologies Corp

Industrials
-89
- 1.29%
$85.02 - $97.53 $7.57K - $8.68K
6.8K $663K
ABBV
Abb Vie Inc.

Healthcare
-163
- 2.87%
$159.82 - $182.1 $26.1K - $29.7K
5.51K $1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67
- 0.95%
$396.28 - $446.38 $26.6K - $29.9K
6.97K $3.09M
XOM
Exxon Mobil Corp

Energy
-124
- 0.88%
$96.8 - $116.24 $12K - $14.4K
14K $1.63M
NVDA
Nvidia Corp

Technology
-25
- 3.83%
$475.69 - $950.02 $11.9K - $23.8K
627 $566K
MSFT
Microsoft Corp

Technology
-143
- 1.96%
$367.75 - $429.37 $52.6K - $61.4K
7.16K $3.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-632
- 4.41%
$467.28 - $523.17 $295K - $331K
13.7K $7.17M
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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