Sponsored

The Analysis of Atlas Private Wealth Advisors's Holdings & P&L

Currently, Atlas Private Wealth Advisors holds 132 types of securities in its portfolio with a total value $424.8M. In the most recent quarter, they have increased their positions in SPYM (+25.2K shares, valued at $1.9M), SPTM (+21.2K shares, valued at $1.7M), SPY (+2.2K shares, valued at $1.5M); decreased their positions in RDVI (-78.1K shares, valued at $2.0M), KNG (-30.6K shares, valued at $1.5M), QYLD (-73.3K shares, valued at $1.3M); initiated new positions in JEPI (+15.3K shares, valued at $866.6K), O (+7.0K shares, valued at $426.7K), FPE (+16.3K shares, valued at $289.6K).

1M P&L

+963.8K+0.23%

3M P&L

+553.2K+0.13%

HY P&L

+22.0M+5.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A354.0M

90.2%

2Consumer Electronics10.8M

2.8%

3Software - Infrastructure6.4M

1.6%

Top Industries by Stock Count

1N/A81 stocks

65.3%

2Semiconductors6 stocks

4.8%

3Drug Manufacturers - General3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPMD SPDR SERIES TRUST550.2K shares-0.04%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS590.5K shares-0.41%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T36.1K shares6.60%2026-03-312026-04-24

SPYM SPDR SERIES TRUST288.2K shares9.59%2026-03-312026-04-24

SGOV ISHARES TR196.3K shares7.24%2026-03-312026-04-24

IEF ISHARES TR182.4K shares2.57%2026-03-312026-04-24

SPSM SPDR SERIES TRUST349.9K shares-1.85%2026-03-312026-04-24

PWV INVESCO EXCHANGE TRADED FD T239.5K shares2.74%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR INVESCO QQQ TR28.6K shares6.08%2026-03-312026-04-24

SPTM SPDR SERIES TRUST166.8K shares14.58%2026-03-312026-04-24

DGRO ISHARES TR168.9K shares2.47%2026-03-312026-04-24

CWI SPDR INDEX SHS FDS321.0K shares4.10%2026-03-312026-04-24

AAPL APPLE INC42.6K shares-3.59%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T55.6K shares-0.54%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS224.0K shares2.88%2026-03-312026-04-24

RDVI FIRST TR EXCHANGE-TRADED FD384.9K shares-16.87%2026-03-312026-04-24

Sponsored

SPHY SPDR SERIES TRUST421.5K shares-0.72%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR168.7K shares0.29%2026-03-312026-04-24

AGG ISHARES TR82.6K shares-5.56%2026-03-312026-04-24

KNG FIRST TR EXCHANGE-TRADED FD148.0K shares-17.15%2026-03-312026-04-24

QYLD GLOBAL X FDS415.8K shares-14.99%2026-03-312026-04-24

OBND SSGA ACTIVE TR183.1K shares5.93%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST116.1K shares-0.47%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II18.9K shares7.79%2026-03-312026-04-24

Sponsored

TLT ISHARES TR46.8K shares5.54%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC27.1K shares0.30%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND6.8K shares-22.25%2026-03-312026-04-24

XT ISHARES TR44.2K shares14.98%2026-03-312026-04-24

FMHI FIRST TR EXCH TRADED FD III61.9K shares-2.81%2026-03-312026-04-24

HDV ISHARES TR20.3K shares6.07%2026-03-312026-04-24

YEAR AB ACTIVE ETFS INC50.7K shares-17.36%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.6K shares-0.16%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP6.4K shares-6.32%2026-03-312026-04-24

COWG PACER FDS TR69.2K shares18.94%2026-03-312026-04-24

ROBT FIRST TR EXCHANGE TRADED FD49.4K shares9.35%2026-03-312026-04-24

PFM INVESCO EXCHANGE TRADED FD T42.9K shares-5.02%2026-03-312026-04-24

BUFD FIRST TR EXCHNG TRADED FD VI76.3K shares-8.84%2026-03-312026-04-24

HIMU BLACKROCK ETF TRUST II43.0K shares14.46%2026-03-312026-04-24

MUJ BLACKROCK MUNIHLDGS NJ QLTY176.1K shares241.89%2026-03-312026-04-24

AMZN AMAZON COM INC9.6K shares-2.82%2026-03-312026-04-24

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI75.8K shares-9.68%2026-03-312026-04-24

TSLA TESLA INC5.0K shares-29.18%2026-03-312026-04-24

FMB FIRST TR EXCH TRADED FD III33.4K shares15.52%2026-03-312026-04-24

QQEW FIRST TR EXCHANGE-TRADED FD12.4K shares-31.35%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR11.7K shares4.29%2026-03-312026-04-24

PFF ISHARES TR49.9K shares-2.92%2026-03-312026-04-24

NCA NUVEEN CALIFORNIA MUNI VLU F149.9K shares75.26%2026-03-312026-04-24

ARKK ARK ETF TR20.6K shares6.90%2026-03-312026-04-24

Sponsored

DFAX DIMENSIONAL ETF TRUST40.4K shares-0.79%2026-03-312026-04-24

NVDA NVIDIA CORPORATION6.9K shares-4.73%2026-03-312026-04-24

NLR VANECK ETF TRUST8.6K shares5.84%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON4.6K shares-5.47%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.9K shares-3.09%2026-03-312026-04-24

XOM EXXON MOBIL CORP6.5K shares89.21%2026-03-312026-04-24

CALI BLACKROCK ETF TRUST II22.0K shares105.93%2026-03-312026-04-24

IVV ISHARES TR1.7K shares72.52%2026-03-312026-04-24

Sponsored

FV FIRST TR EXCHANGE TRADED FD17.7K shares-0.75%2026-03-312026-04-24

META META PLATFORMS INC1.8K shares-3.34%2026-03-312026-04-24

DVY ISHARES TR6.8K shares-0.78%2026-03-312026-04-24

CGMU CAPITAL GRP FIXED INCM ETF T35.1K shares0.11%2026-03-312026-04-24

QTUM ETF SER SOLUTIONS8.8K shares8.64%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION886 shares-14.31%2026-03-312026-04-24

DGRW WISDOMTREE TR10.0K shares0.22%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F15.3K sharesnew addition2026-03-312026-04-24

Sponsored

TT TRANE TECHNOLOGIES PLC2.0K shares0.24%2026-03-312026-04-24

AMGN AMGEN INC2.3K shares-2.35%2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.5K shares-0.57%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD14.9K shares-17.23%2026-03-312026-04-24

QWLD SPDR INDEX SHS FDS5.2K shares3.25%2026-03-312026-04-24

PSK SPDR SERIES TRUST23.6K shares-38.51%2026-03-312026-04-24

FFLC FIDELITY COVINGTON TRUST13.7K shares47.37%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.4K shares-1.41%2026-03-312026-04-24

Sponsored

USMV ISHARES TR7.4K shares-35.34%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR12.9K shares-27.33%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD9.1K shares-2.65%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE14.2K shares7.10%2026-03-312026-04-24

IXUS ISHARES TR6.7K shares0.00%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares1.37%2026-03-312026-04-24

INTC INTEL CORP12.2K shares-0.41%2026-03-312026-04-24

JPEF J P MORGAN EXCHANGE TRADED F7.0K shares16.34%2026-03-312026-04-24

Sponsored

CMC COMMERCIAL METALS CO8.0K shares0.00%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.4K shares-17.89%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF12.3K shares13.08%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL981 shares4.81%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI13.0K shares0.00%2026-03-312026-04-24

FPX FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-03-312026-04-24

HD HOME DEPOT INC1.3K shares-21.43%2026-03-312026-04-24

COWZ PACER FDS TR6.9K shares1.34%2026-03-312026-04-24

Sponsored

O REALTY INCOME CORP7.0K sharesnew addition2026-03-312026-04-24

XMMO INVESCO EXCHANGE TRADED FD T2.9K shares7.95%2026-03-312026-04-24

IWM ISHARES TR1.7K shares-0.82%2026-03-312026-04-24

VGT VANGUARD WORLD FD594 shares4.39%2026-03-312026-04-24

ABBV ABBVIE INC1.9K shares-4.24%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.3K shares-4.37%2026-03-312026-04-24

FICO FAIR ISAAC CORP337 shares0.00%2026-03-312026-04-24

V VISA INC1.2K shares0.00%2026-03-312026-04-24

Sponsored

IDV ISHARES TR8.0K shares0.00%2026-03-312026-04-24

IYK ISHARES TR4.7K shares-13.88%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.3K shares-18.11%2026-03-312026-04-24

MCD MCDONALDS CORP1.0K shares-13.91%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST5.6K shares0.16%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC1.5K shares0.00%2026-03-312026-04-24

WMT WALMART INC2.4K shares-18.50%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC858 shares0.00%2026-03-312026-04-24

Sponsored

FPE FIRST TR EXCH TRADED FD III16.3K sharesnew addition2026-03-312026-04-24

SPGM SPDR INDEX SHS FDS3.8K shares0.00%2026-03-312026-04-24

LOW LOWES COS INC1.2K shares34.21%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC1.7K shares-25.32%2026-03-312026-04-24

MA MASTERCARD INCORPORATED571 shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.2.9K shares4.91%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC5.5K shares-27.25%2026-03-312026-04-24

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares6.86%2026-03-312026-04-24

Sponsored

HYG ISHARES TR3.4K shares0.44%2026-03-312026-04-24

BALI BLACKROCK ETF TRUST8.8K sharesnew addition2026-03-312026-04-24

ARTY ISHARES TR5.7K shares-44.20%2026-03-312026-04-24

PEP PEPSICO INC1.7K shares-5.30%2026-03-312026-04-24

CIEN CIENA CORP650 sharesnew addition2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.60%2026-03-312026-04-24

RYLD GLOBAL X FDS16.2K shares-35.80%2026-03-312026-04-24

EFV ISHARES TR3.2K shares0.00%2026-03-312026-04-24

Sponsored

SPYI NEOS ETF TRUST4.8K shares15.77%2026-03-312026-04-24

IJR ISHARES TR1.9K shares0.16%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC274 shares-5.84%2026-03-312026-04-24

TOTALENERGIES SE TOTALENERGIES SE2.5K sharesnew addition2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.1K shares-2.21%2026-03-312026-04-24

TXN TEXAS INSTRS INC1.1K shares-28.90%2026-03-312026-04-24

PWR QUANTA SVCS INC403 sharesnew addition2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC1.8K shares-12.81%2026-03-312026-04-24

Sponsored

ET ENERGY TRANSFER L P11.3K shares1.75%2026-03-312026-04-24

AOA ISHARES TR2.3K sharesnew addition2026-03-312026-04-24

VNCE VINCE HLDG CORP52.3K shares6.73%2026-03-312026-04-24

FSCO FS CREDIT OPPORTUNITIES CORP18.8K shares-11.69%2026-03-312026-04-24

SPMD

SPDR SERIES TRUST

-0.04%

Shares550.2K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

-0.41%

Shares590.5K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

6.60%

Shares36.1K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

9.59%

Shares288.2K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

7.24%

Shares196.3K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

2.57%

Shares182.4K

Event2026-03-31

Filed2026-04-24

SPSM

SPDR SERIES TRUST

-1.85%

Shares349.9K

Event2026-03-31

Filed2026-04-24

PWV

INVESCO EXCHANGE TRADED FD T

2.74%

Shares239.5K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

6.08%

Shares28.6K

Event2026-03-31

Filed2026-04-24

SPTM

SPDR SERIES TRUST

14.58%

Shares166.8K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

2.47%

Shares168.9K

Event2026-03-31

Filed2026-04-24

CWI

SPDR INDEX SHS FDS

4.10%

Shares321.0K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-3.59%

Shares42.6K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-0.54%

Shares55.6K

Event2026-03-31

Filed2026-04-24

SPEM

SPDR INDEX SHS FDS

2.88%

Shares224.0K

Event2026-03-31

Filed2026-04-24

RDVI

FIRST TR EXCHANGE-TRADED FD

-16.87%

Shares384.9K

Event2026-03-31

Filed2026-04-24

SPHY

SPDR SERIES TRUST

-0.72%

Shares421.5K

Event2026-03-31

Filed2026-04-24

JAAA

JANUS DETROIT STR TR

0.29%

Shares168.7K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

-5.56%

Shares82.6K

Event2026-03-31

Filed2026-04-24

KNG

FIRST TR EXCHANGE-TRADED FD

-17.15%

Shares148.0K

Event2026-03-31

Filed2026-04-24

QYLD

GLOBAL X FDS

-14.99%

Shares415.8K

Event2026-03-31

Filed2026-04-24

OBND

SSGA ACTIVE TR

5.93%

Shares183.1K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

-0.47%

Shares116.1K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

7.79%

Shares18.9K

Event2026-03-31

Filed2026-04-24

TLT

ISHARES TR

5.54%

Shares46.8K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

0.30%

Shares27.1K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

-22.25%

Shares6.8K

Event2026-03-31

Filed2026-04-24

ISHARES TR

14.98%

Shares44.2K

Event2026-03-31

Filed2026-04-24

FMHI

FIRST TR EXCH TRADED FD III

-2.81%

Shares61.9K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

6.07%

Shares20.3K

Event2026-03-31

Filed2026-04-24

YEAR

AB ACTIVE ETFS INC

-17.36%

Shares50.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.16%

Shares8.6K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-6.32%

Shares6.4K

Event2026-03-31

Filed2026-04-24

COWG

PACER FDS TR

18.94%

Shares69.2K

Event2026-03-31

Filed2026-04-24

ROBT

FIRST TR EXCHANGE TRADED FD

9.35%

Shares49.4K

Event2026-03-31

Filed2026-04-24

PFM

INVESCO EXCHANGE TRADED FD T

-5.02%

Shares42.9K

Event2026-03-31

Filed2026-04-24

BUFD

FIRST TR EXCHNG TRADED FD VI

-8.84%

Shares76.3K

Event2026-03-31

Filed2026-04-24

HIMU

BLACKROCK ETF TRUST II

14.46%

Shares43.0K

Event2026-03-31

Filed2026-04-24

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

241.89%

Shares176.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-2.82%

Shares9.6K

Event2026-03-31

Filed2026-04-24

BUFZ

FIRST TR EXCHNG TRADED FD VI

-9.68%

Shares75.8K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-29.18%

Shares5.0K

Event2026-03-31

Filed2026-04-24

FMB

FIRST TR EXCH TRADED FD III

15.52%

Shares33.4K

Event2026-03-31

Filed2026-04-24

QQEW

FIRST TR EXCHANGE-TRADED FD

-31.35%

Shares12.4K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

4.29%

Shares11.7K

Event2026-03-31

Filed2026-04-24

PFF

ISHARES TR

-2.92%

Shares49.9K

Event2026-03-31

Filed2026-04-24

NCA

NUVEEN CALIFORNIA MUNI VLU F

75.26%

Shares149.9K

Event2026-03-31

Filed2026-04-24

ARKK

ARK ETF TR

6.90%

Shares20.6K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

-0.79%

Shares40.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-4.73%

Shares6.9K

Event2026-03-31

Filed2026-04-24

NLR

VANECK ETF TRUST

5.84%

Shares8.6K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-5.47%

Shares4.6K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-3.09%

Shares3.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

89.21%

Shares6.5K

Event2026-03-31

Filed2026-04-24

CALI

BLACKROCK ETF TRUST II

105.93%

Shares22.0K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

72.52%

Shares1.7K

Event2026-03-31

Filed2026-04-24

FIRST TR EXCHANGE TRADED FD

-0.75%

Shares17.7K

Event2026-03-31

Filed2026-04-24