The Analysis of Atlas Private Wealth Advisors's Holdings
Currently, Atlas Private Wealth Advisors holds 135 types of securities in its portfolio with a total value $408.2M. In the most recent quarter, they have increased their positions in SPYM (+117.3K shares, valued at $9.2M), IEF (+8.0K shares, valued at $767.8K), FFLC (+6.9K shares, valued at $357.0K); decreased their positions in SPMD (-897.4K shares, valued at $51.3M), SPSM (-499.4K shares, valued at $23.1M), SPY (-31.0K shares, valued at $20.6M); initiated new positions in FFLC (+6.9K shares, valued at $357.0K), GLD (+651 shares, valued at $231.4K), SPYI (+4.2K shares, valued at $218.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPMD SPDR SERIES TRUST525.7K shares-63.06%2025-09-302025-11-04
SPDW SPDR INDEX SHS FDS547.0K shares-41.36%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR29.6K shares-51.13%2025-09-302025-11-04 SPYM SPDR SERIES TRUST236.3K shares98.55%2025-09-302025-11-04 SGOV ISHARES TR163.1K shares-22.59%2025-09-302025-11-04 SPSM SPDR SERIES TRUST346.9K shares-59.01%2025-09-302025-11-04 IEF ISHARES TR164.4K shares5.09%2025-09-302025-11-04 QQQ INVESCO QQQ TR25.5K shares-51.31%2025-09-302025-11-04 PWV INVESCO EXCHANGE TRADED FD T220.3K shares-50.98%2025-09-302025-11-04 RDVI FIRST TR EXCHANGE-TRADED FD484.3K shares-46.37%2025-09-302025-11-04 AAPL APPLE INC44.7K shares-52.22%2025-09-302025-11-04 DGRO ISHARES TR153.9K shares-54.43%2025-09-302025-11-04 SPTM SPDR SERIES TRUST129.7K shares-39.55%2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T54.3K shares-62.99%2025-09-302025-11-04 CWI SPDR INDEX SHS FDS280.3K shares-49.24%2025-09-302025-11-04 SPHY SPDR SERIES TRUST395.2K shares-46.33%2025-09-302025-11-04 KNG FIRST TR EXCHANGE-TRADED FD191.2K shares-45.19%2025-09-302025-11-04 SPEM SPDR INDEX SHS FDS199.8K shares-22.11%2025-09-302025-11-04 QYLD GLOBAL X FDS537.5K shares-52.44%2025-09-302025-11-04 AGG ISHARES TR80.4K shares-37.92%2025-09-302025-11-04 JAAA JANUS DETROIT STR TR156.0K shares-29.14%2025-09-302025-11-04 YEAR AB ACTIVE ETFS INC100.4K shares-20.15%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC27.5K shares-50.50%2025-09-302025-11-04 DIA SPDR DOW JONES INDL AVERAGE10.0K shares-79.75%2025-09-302025-11-04 OBND SSGA ACTIVE TR159.1K shares-49.08%2025-09-302025-11-04 DFAC DIMENSIONAL ETF TRUST106.0K shares-41.80%2025-09-302025-11-04 QQQM INVESCO EXCH TRADED FD TR II16.4K shares-53.26%2025-09-302025-11-04 TLT ISHARES TR44.0K shares-31.35%2025-09-302025-11-04 MSFT MICROSOFT CORP7.0K shares-54.42%2025-09-302025-11-04 QQEW FIRST TR EXCHANGE-TRADED FD23.2K shares-83.91%2025-09-302025-11-04 FMHI FIRST TR EXCH TRADED FD III63.1K shares-53.91%2025-09-302025-11-04 XT ISHARES TR35.3K shares-24.65%2025-09-302025-11-04 BUFD FIRST TR EXCHNG TRADED FD VI91.2K shares-56.10%2025-09-302025-11-04 PFM INVESCO EXCHANGE TRADED FD T47.6K shares-51.43%2025-09-302025-11-04 HDV ISHARES TR19.0K shares-47.43%2025-09-302025-11-04 BUFZ FIRST TR EXCHNG TRADED FD VI86.9K shares-51.66%2025-09-302025-11-04 ROBT FIRST TR EXCHANGE TRADED FD42.2K shares-31.49%2025-09-302025-11-04 TSLA TESLA INC5.0K shares-58.93%2025-09-302025-11-04 AMZN AMAZON COM INC9.9K shares-57.26%2025-09-302025-11-04 GOOG ALPHABET INC8.7K shares-57.28%2025-09-302025-11-04 COWG PACER FDS TR51.0K shares-36.66%2025-09-302025-11-04 HIMU BLACKROCK ETF TRUST II36.9K shares-51.87%2025-09-302025-11-04 PFF ISHARES TR53.0K shares-48.04%2025-09-302025-11-04 FDL FIRST TR EXCHANGE-TRADED FD36.8K shares-14.40%2025-09-302025-11-04 PSK SPDR SERIES TRUST47.6K shares-87.12%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR5.6K shares-49.43%2025-09-302025-11-04 ARKK ARK ETF TR18.1K shares-37.05%2025-09-302025-11-04 FMB FIRST TR EXCH TRADED FD III29.5K shares-55.24%2025-09-302025-11-04 NVDA NVIDIA CORPORATION7.9K shares-58.90%2025-09-302025-11-04 META META PLATFORMS INC1.9K shares-56.35%2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR22.8K shares-55.97%2025-09-302025-11-04 FV FIRST TR EXCHANGE TRADED FD18.0K shares-53.23%2025-09-302025-11-04 USMV ISHARES TR11.5K shares-52.15%2025-09-302025-11-04 DVY ISHARES TR7.3K shares-50.52%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW1.1K shares-53.59%2025-09-302025-11-04 DFAX DIMENSIONAL ETF TRUST31.9K shares-44.95%2025-09-302025-11-04 NLR VANECK ETF TRUST7.3K shares-35.64%2025-09-302025-11-04 GOOGL ALPHABET INC4.1K shares-55.52%2025-09-302025-11-04 CGMU CAPITAL GRP FIXED INCM ETF T34.6K shares-34.50%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON5.1K shares-63.30%2025-09-302025-11-04 DGRW WISDOMTREE TR10.0K shares-49.10%2025-09-302025-11-04 TT TRANE TECHNOLOGIES PLC2.0K shares-50.59%2025-09-302025-11-04 RYLD GLOBAL X FDS54.4K shares-76.66%2025-09-302025-11-04 AVGO BROADCOM INC2.4K shares-58.36%2025-09-302025-11-04 QTUM ETF SER SOLUTIONS7.6K shares-31.83%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.2.4K shares-53.30%2025-09-302025-11-04 MDT MEDTRONIC PLC7.8K shares-47.81%2025-09-302025-11-04 IVV ISHARES TR1.1K shares-51.21%2025-09-302025-11-04 HD HOME DEPOT INC1.8K shares-58.44%2025-09-302025-11-04 QWLD SPDR INDEX SHS FDS5.1K shares-45.62%2025-09-302025-11-04 NCA NUVEEN CALIFORNIA MUNI VLU F79.8K shares-21.00%2025-09-302025-11-04 AMGN AMGEN INC2.4K shares-51.30%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF10.1K shares-43.02%2025-09-302025-11-04 RDVY FIRST TR EXCHANGE TRADED FD9.3K shares-54.22%2025-09-302025-11-04 CVX CHEVRON CORP NEW3.8K shares-41.82%2025-09-302025-11-04 IXUS ISHARES TR6.7K shares-48.47%2025-09-302025-11-04 FICO FAIR ISAAC CORP337 shares-50.66%2025-09-302025-11-04 CALI BLACKROCK ETF TRUST II9.7K shares-41.26%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL966 shares-54.88%2025-09-302025-11-04 QUAL ISHARES TR2.5K shares58.09%2025-09-302025-11-04 MUJ BLACKROCK MUNIHLDGS NJ QLTY41.6K shares-45.62%2025-09-302025-11-04 CGDV CAPITAL GROUP DIVIDEND VALUE11.4K shares-13.29%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO3.1K shares-63.58%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares-49.87%2025-09-302025-11-04 ARTY ISHARES TR10.2K shares-48.81%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO1.4K shares-49.95%2025-09-302025-11-04 CMC COMMERCIAL METALS CO8.0K shares-50.92%2025-09-302025-11-04 FPX FIRST TR EXCHANGE-TRADED FD2.7K shares-50.06%2025-09-302025-11-04 ABBV ABBVIE INC2.0K shares-52.77%2025-09-302025-11-04 BUFR FIRST TR EXCHNG TRADED FD VI13.0K shares-50.00%2025-09-302025-11-04 COWZ PACER FDS TR7.5K shares-58.25%2025-09-302025-11-04 VGT VANGUARD WORLD FD569 shares-50.00%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC9.7K shares-63.50%2025-09-302025-11-04 IYK ISHARES TR6.2K shares-31.49%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC2.6K shares-68.65%2025-09-302025-11-04 MCD MCDONALDS CORP1.4K shares-63.08%2025-09-302025-11-04 BUFQ FIRST TR EXCHNG TRADED FD VI11.8K shares-60.93%2025-09-302025-11-04 IWM ISHARES TR1.7K shares-54.26%2025-09-302025-11-04 SPYV SPDR SERIES TRUST7.4K shares64.64%2025-09-302025-11-04 INTC INTEL CORP12.2K shares-52.38%2025-09-302025-11-04 XOM EXXON MOBIL CORP3.6K shares-72.39%2025-09-302025-11-04 V VISA INC1.2K shares-52.53%2025-09-302025-11-04 ESGU ISHARES TR2.7K shares-49.91%2025-09-302025-11-04 JPEF J P MORGAN EXCHANGE TRADED F4.8K shares-25.32%2025-09-302025-11-04 FFLC FIDELITY COVINGTON TRUST6.9K sharesnew addition2025-09-302025-11-04 XLV SELECT SECTOR SPDR TR2.5K shares-36.05%2025-09-302025-11-04 FLOT ISHARES TR6.8K shares-51.16%2025-09-302025-11-04 MA MASTERCARD INCORPORATED584 shares-56.32%2025-09-302025-11-04 NFLX NETFLIX INC274 shares-57.39%2025-09-302025-11-04 KO COCA COLA CO4.9K shares-67.72%2025-09-302025-11-04 XMMO INVESCO EXCHANGE TRADED FD T2.3K shares-22.92%2025-09-302025-11-04 FDN FIRST TR EXCHANGE-TRADED FD1.1K shares-55.93%2025-09-302025-11-04 TXN TEXAS INSTRS INC1.6K shares-53.70%2025-09-302025-11-04 IDV ISHARES TR8.0K shares-50.00%2025-09-302025-11-04 HYG ISHARES TR3.5K shares-48.55%2025-09-302025-11-04 SPGM SPDR INDEX SHS FDS3.8K shares-54.06%2025-09-302025-11-04 WMT WALMART INC2.7K shares-65.64%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS994 shares-51.51%2025-09-302025-11-04 T AT&T INC9.8K shares-75.63%2025-09-302025-11-04 PEP PEPSICO INC1.9K shares-66.91%2025-09-302025-11-04 FNF FIDELITY NATIONAL FINANCIAL4.2K shares-52.63%2025-09-302025-11-04 DFIV DIMENSIONAL ETF TRUST5.5K shares-31.10%2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC311 shares-51.02%2025-09-302025-11-04 GLD SPDR GOLD TR651 sharesnew addition2025-09-302025-11-04 LOW LOWES COS INC912 shares-52.50%2025-09-302025-11-04 IJR ISHARES TR1.9K shares-51.85%2025-09-302025-11-04 SPYI NEOS ETF TRUST4.2K sharesnew addition2025-09-302025-11-04 LQD ISHARES TR2.0K shares-51.79%2025-09-302025-11-04 EFV ISHARES TR3.2K shares-52.55%2025-09-302025-11-04 FANG DIAMONDBACK ENERGY INC1.5K shares-51.12%2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW1.7K shares-59.07%2025-09-302025-11-04 EZBC FRANKLIN TEMPLETON DIGITAL H3.1K shares-50.00%2025-09-302025-11-04 ET ENERGY TRANSFER L P10.9K shares-52.58%2025-09-302025-11-04 VNCE VINCE HLDG CORP51.0K shares-54.39%2025-09-302025-11-04 FSCO FS CREDIT OPPORTUNITIES CORP23.8K shares-51.01%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available