Atlas Private Wealth Advisors
CIK Number: 0001814234
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR Portfolio ... | 57.34 | -0.05% | 1.47M | +12.44% | 75.1M | 47.72 | 10.47% | Share |
| 2 | SPSM | SPDR Portfolio ... | 45.83 | -0.25% | 926.18K | -38.04% | 37.75M | 40.68 | 5.26% | Share |
| 3 | SPDW | SPDR Portfolio ... | 42.27 | +0.11% | 995.98K | +16.58% | 36.26M | 34.45 | 5.05% | Share |
| 4 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 63.38K | +98.81% | 35.46M | 531.09 | 4.94% | Share |
| 5 | RSP | Invesco S&P 500... | 187.50 | -0.11% | 163.4K | -44.11% | 28.31M | 160.71 | 3.95% | Share |
| 6 | PWV | Invesco Dynamic... | 64.25 | +0.05% | 456.58K | +64.65% | 27.17M | 54.28 | 3.79% | Share |
| 7 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 54.29K | +126.37% | 25.46M | 452.78 | 3.55% | Share |
| 8 | DIA | SPDR Dow Jones ... | 455.93 | -0.45% | 52.51K | -40.63% | 22.06M | 393.67 | 3.07% | Share |
| 9 | AAPL | Apple Inc. | 226.79 | -3.23% | 95.99K | -1.46% | 21.32M | 180.82 | 2.97% | Share |
| 10 | SGOV | iShares 0-3 Mon... | 100.48 | +0.01% | 211.01K | +100.00% | 21.24M | 100.67 | 2.96% | Share |
| 11 | DGRO | iShares Core Di... | 67.32 | +0.49% | 342.41K | +11.75% | 21.15M | 58.67 | 2.95% | Share |
| 12 | SPHY | SPDR Portfolio ... | 23.80 | +0.02% | 786.3K | -19.37% | 18.42M | 22.89 | 2.57% | Share |
| 13 | QQEW | First Trust NAS... | 135.75 | -0.74% | 151.33K | -19.5% | 18.3M | 123.31 | 2.55% | Share |
| 14 | IEF | iShares 7-10 Ye... | 97.11 | +0.27% | 175.01K | -55.99% | 16.69M | 93.24 | 2.33% | Share |
| 15 | CWI | SPDR MSCI ACWI ... | 34.20 | +0.19% | 544.4K | +220.17% | 16.1M | 29.07 | 2.24% | Share |
| 16 | QYLD | Global X NASDAQ... | 16.88 | +0.03% | 908.69K | +59.96% | 15.11M | 17.46 | 2.11% | Share |
| 17 | SPTM | SPDR Portfolio ... | 79.08 | +0.28% | 192.03K | +463.82% | 13.06M | 68.62 | 1.82% | Share |
| 18 | RDVI | FT Cboe Vest Ri... | 25.42 | -0.24% | 532.15K | +1.79K% | 12.62M | 23.67 | 1.76% | Share |
| 19 | PSK | SPDR ICE Prefer... | 33.27 | +0.38% | 376.42K | -18.39% | 12.19M | 34.92 | 1.70% | Share |
| 20 | JAAA | Janus Henderson... | 50.68 | -0.03% | 232.88K | -35.33% | 11.81M | 50.72 | 1.65% | Share |
| 21 | AGG | iShares Core U.... | 100.44 | +0.20% | 112.16K | +387.91% | 11.1M | 98.62 | 1.55% | Share |
| 22 | SPEM | SPDR Portfolio ... | 45.55 | +0.40% | 262.27K | -13% | 10.33M | 37.92 | 1.44% | Share |
| 23 | KNG | FT Cboe Vest S&... | 49.54 | -0.4% | 194.58K | +100.00% | 9.83M | 50.52 | 1.37% | Share |
| 24 | OBND | SPDR Loomis Say... | 26.36 | +0.20% | 314.92K | +188.68% | 8.16M | 25.84 | 1.14% | Share |
| 25 | SPLG | SPDR Portfolio ... | 76.75 | +0.29% | 116.22K | +159.07% | 7.64M | 66.2 | 1.07% | Share |
| 26 | FMHI | First Trust Mun... | 47.38 | +0.46% | 146.06K | -14.06% | 6.98M | 48.19 | 0.97% | Share |
| 27 | BUFD | FT Cboe Vest Fu... | 27.38 | +0.22% | 278.32K | +38.08% | 6.94M | 25.36 | 0.97% | Share |
| 28 | QQQM | Invesco NASDAQ ... | 239.06 | +0.03% | 34.98K | +204.72% | 6.76M | 198.74 | 0.94% | Share |
| 29 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 16.1K | -10.47% | 6.05M | 368.9 | 0.84% | Share |
| 30 | TLT | iShares 20+ Yea... | 89.73 | +0.56% | 64.52K | +72.06% | 5.87M | 90.18 | 0.82% | Share |
| 31 | PFM | Invesco Dividen... | 50.45 | +1.11% | 109.93K | -7.79% | 5.03M | 38.73 | 0.70% | Share |
| 32 | PLTR | Palantir Techno... | 166.74 | +2.70% | 56.33K | +0.53% | 4.75M | 25.8 | 0.66% | Share |
| 33 | BUFZ | FT Cboe Vest La... | 25.67 | +0.12% | 198.16K | -68.13% | 4.66M | 23.68 | 0.65% | Share |
| 34 | GGOV | BlackRock ETF T... | 50.39 | 0.00% | 93.65K | +100.00% | 4.64M | 49.53 | 0.65% | Share |
| 35 | HDV | iShares Core Hi... | 122.21 | +0.30% | 35.68K | -1.41% | 4.32M | 102.47 | 0.60% | Share |
| 36 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 22.35K | +4.94% | 4.25M | 169.9 | 0.59% | Share |
| 37 | RYLD | Global X Russel... | 15.22 | +0.07% | 256.95K | -2.95% | 3.88M | 17.17 | 0.54% | Share |
| 38 | FMB | First Trust Man... | 50.60 | +0.34% | 75.52K | -21.51% | 3.81M | 51.09 | 0.53% | Share |
| 39 | XLF | Financial Selec... | 53.16 | -0.34% | 72K | -78.85% | 3.59M | 41.92 | 0.50% | Share |
| 40 | PFF | iShares Preferr... | 31.87 | +0.22% | 109.09K | 0.00% | 3.35M | 32.25 | 0.47% | Share |
| 41 | JNJ | Johnson & Johns... | 175.75 | -0.68% | 19.53K | -28.34% | 3.24M | 151.78 | 0.45% | Share |
| 42 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 20.07K | +4.32% | 3.14M | 146.76 | 0.44% | Share |
| 43 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 11.66K | +7.87% | 3.02M | 229.07 | 0.42% | Share |
| 44 | FV | First Trust Dor... | 61.41 | -0.14% | 44.62K | -2.47% | 2.45M | 52.22 | 0.34% | Share |
| 45 | META | Meta Platforms,... | 751.98 | -1.79% | 4.18K | +8.48% | 2.41M | 403.48 | 0.34% | Share |
| 46 | DVY | iShares Select ... | 141.13 | -0.02% | 17.15K | +13.37% | 2.3M | 110.4 | 0.32% | Share |
| 47 | XLK | Technology Sele... | 270.16 | +1.82% | 11.12K | -5.64% | 2.3M | 192.14 | 0.32% | Share |
| 48 | COWG | Pacer US Large ... | 35.77 | +0.08% | 69.51K | +454.15% | 2.14M | 31.02 | 0.30% | Share |
| 49 | BUFQ | FT Cboe Vest Fu... | 34.42 | -0.03% | 65.42K | +904.98% | 1.95M | 30.02 | 0.27% | Share |
| 50 | COST | Costco Wholesal... | 956.29 | -2.34% | 2.04K | -4.31% | 1.93M | 688.41 | 0.27% | Share |
| 51 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 17.46K | +26.59% | 1.89M | 87.44 | 0.26% | Share |
| 52 | PG | The Procter & G... | 157.35 | -1.32% | 10.94K | -34.14% | 1.86M | 152.15 | 0.26% | Share |
| 53 | HD | The Home Depot,... | 413.28 | -0.5% | 5.07K | -34.89% | 1.86M | 314.99 | 0.26% | Share |
| 54 | AMGN | Amgen Inc. | 278.51 | -0.52% | 5.59K | -1.32% | 1.74M | 266.71 | 0.24% | Share |
| 55 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 14.45K | -22.15% | 1.72M | 100.8 | 0.24% | Share |
| 56 | PM | Philip Morris I... | 165.33 | +0.36% | 10.64K | -45.69% | 1.69M | 95.92 | 0.24% | Share |
| 57 | USMV | iShares MSCI US... | 93.75 | -0.52% | 17.81K | -2.91% | 1.67M | 75.48 | 0.23% | Share |
| 58 | DGRW | WisdomTree U.S.... | 88.04 | +0.51% | 19.08K | +5.34% | 1.52M | 78.63 | 0.21% | Share |
| 59 | T | AT&T Inc. | 29.20 | -0.73% | 52.9K | -57.64% | 1.5M | 18.32 | 0.21% | Share |
| 60 | VZ | Verizon Communi... | 43.50 | -0.16% | 32.42K | -47.33% | 1.47M | 43.23 | 0.20% | Share |
| 61 | MCD | McDonald's Corp... | 305.95 | -2.1% | 4.64K | -36.4% | 1.45M | 250.81 | 0.20% | Share |
| 62 | MDT | Medtronic plc | 92.34 | -1.83% | 15.89K | +10.89% | 1.43M | 81.36 | 0.20% | Share |
| 63 | CVX | Chevron Corpora... | 157.79 | +1.90% | 8.47K | -26.91% | 1.42M | 145.7 | 0.20% | Share |
| 64 | TT | Trane Technolog... | 417.27 | +1.92% | 4.09K | +1.19% | 1.38M | 233.15 | 0.19% | Share |
| 65 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 8.79K | +7.85% | 1.36M | 152.4 | 0.19% | Share |
| 66 | KO | The Coca-Cola C... | 67.82 | -0.06% | 18.92K | -36.35% | 1.36M | 59.48 | 0.19% | Share |
| 67 | XT | iShares Exponen... | 69.09 | -0.85% | 23.43K | +100.00% | 1.35M | 57.56 | 0.19% | Share |
| 68 | BUFR | FT Vest Laddere... | 33.05 | +0.14% | 44.92K | -30.86% | 1.33M | 30.47 | 0.19% | Share |
| 69 | ROBT | First Trust Nas... | 50.69 | -1.28% | 31.91K | +100.00% | 1.3M | 40.67 | 0.18% | Share |
| 70 | IVV | iShares Core S&... | 655.48 | +0.28% | 2.29K | -9.11% | 1.29M | 472.41 | 0.18% | Share |
| 71 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 5.12K | +5.92% | 1.26M | 181.08 | 0.17% | Share |
| 72 | FICO | Fair Isaac Corp... | 1532.22 | -0.93% | 679 | +0.74% | 1.25M | 1157.95 | 0.17% | Share |
| 73 | CLX | The Clorox Comp... | 123.36 | -1.85% | 8.39K | -47.54% | 1.24M | 152.38 | 0.17% | Share |
| 74 | MRK | Merck & Co., In... | 84.03 | -0.68% | 13.4K | -37.78% | 1.2M | 110.02 | 0.17% | Share |
| 75 | RDVY | First Trust Ris... | 65.69 | -0.15% | 19.94K | +0.49% | 1.17M | 51.38 | 0.16% | Share |
| 76 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 7.66K | -28.84% | 1.15M | 163.87 | 0.16% | Share |
| 77 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 2.13K | +11.21% | 1.14M | 393.22 | 0.16% | Share |
| 78 | QWLD | SPDR MSCI World... | 138.78 | +0.07% | 8.55K | +3.89% | 1.09M | 113.39 | 0.15% | Share |
| 79 | ABBV | AbbVie Inc. | 211.64 | +0.58% | 4.66K | +3.42% | 976.33K | 161.7 | 0.14% | Share |
| 80 | COWZ | Pacer US Cash C... | 57.34 | -0.08% | 17.56K | -9.53% | 961.66K | 51.79 | 0.13% | Share |
| 81 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 5.62K | +17.86% | 941.45K | 138.88 | 0.13% | Share |
| 82 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 1.79K | +6.61% | 938.3K | 496.44 | 0.13% | Share |
| 83 | IXUS | iShares Core MS... | 81.17 | +0.22% | 13.08K | -7.1% | 913.12K | 66.62 | 0.13% | Share |
| 84 | FLOT | iShares Floatin... | 50.92 | +0.07% | 17.74K | -21.99% | 905.63K | 50.83 | 0.13% | Share |
| 85 | V | Visa Inc. | 338.24 | -1.67% | 2.42K | +9.60% | 847.87K | 255.78 | 0.12% | Share |
| 86 | PFE | Pfizer Inc. | 24.59 | -0.49% | 33.45K | -42.65% | 847.6K | 31.45 | 0.12% | Share |
| 87 | HYD | VanEck High Yie... | 50.65 | +0.51% | 16.56K | -7.52% | 847.51K | 51.34 | 0.12% | Share |
| 88 | ARKK | ARK Innovation ... | 75.60 | -1.29% | 16.97K | +100.00% | 807.62K | 47.58 | 0.11% | Share |
| 89 | DOV | Dover Corporati... | 175.64 | +0.55% | 4.36K | +0.48% | 766.57K | 187.54 | 0.11% | Share |
| 90 | CMC | Commercial Meta... | 58.32 | -0.14% | 16.05K | +0.31% | 738.46K | 53.07 | 0.10% | Share |
| 91 | AXP | American Expres... | 323.41 | -0.29% | 2.74K | +2.81% | 737.11K | 201 | 0.10% | Share |
| 92 | IWM | iShares Russell... | 236.43 | -0.18% | 3.54K | -3.52% | 706.41K | 183.1 | 0.10% | Share |
| 93 | MA | Mastercard Inco... | 579.38 | -0.79% | 1.28K | +9.33% | 700.28K | 427.97 | 0.10% | Share |
| 94 | IDV | iShares Interna... | 36.68 | +0.30% | 22.4K | 0.00% | 694.85K | 27.42 | 0.10% | Share |
| 95 | WMT | Walmart Inc. | 100.42 | -1.83% | 7.63K | +10.80% | 670.14K | 61.49 | 0.09% | Share |
| 96 | ESGU | iShares ESG Awa... | 142.50 | +0.26% | 5.34K | -0.15% | 650.78K | 111.11 | 0.09% | Share |
| 97 | TXN | Texas Instrumen... | 184.01 | -0.55% | 3.52K | +2.42% | 631.76K | 187.13 | 0.09% | Share |
| 98 | FPX | First Trust US ... | 157.28 | +1.35% | 5.58K | -0.25% | 623.12K | 97.34 | 0.09% | Share |
| 99 | VGT | Vanguard Inform... | 715.18 | +1.34% | 1.14K | 0.00% | 617.15K | 459.82 | 0.09% | Share |
| 100 | SPGM | SPDR Portfolio ... | 73.19 | +0.19% | 9.48K | 0.00% | 592K | 57.44 | 0.08% | Share |
| 101 | ELV | Elevance Health... | 306.67 | -2.67% | 1.33K | +1.37% | 579.74K | 472.08 | 0.08% | Share |
| 102 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 613 | -26.85% | 571.64K | 546.06 | 0.08% | Share |
| 103 | FNF | Fidelity Nation... | 59.45 | -0.87% | 8.75K | +3.83% | 569.64K | 43.13 | 0.08% | Share |
| 104 | HYG | iShares iBoxx $... | 80.84 | +0.07% | 7.17K | -1.94% | 565.9K | 76.81 | 0.08% | Share |
| 105 | TSM | Taiwan Semicond... | 260.42 | +3.79% | 3.33K | +0.24% | 553.34K | 137.09 | 0.08% | Share |
| 106 | FDN | First Trust Dow... | 282.96 | -0.71% | 2.48K | -10.25% | 550.2K | 178.41 | 0.08% | Share |
| 107 | IBIT | iShares Bitcoin... | 64.53 | +2.07% | 11.61K | +100.00% | 543.28K | 46.81 | 0.08% | Share |
| 108 | NLR | VanEck Uranium+... | 122.87 | +0.61% | 7.06K | +100.00% | 517.43K | 73.27 | 0.07% | Share |
| 109 | INTC | Intel Corporati... | 24.77 | +1.35% | 21.9K | +32.16% | 497.26K | 22.17 | 0.07% | Share |
| 110 | IBM | International B... | 256.89 | -0.86% | 1.98K | +16.23% | 493.56K | 185.92 | 0.07% | Share |
| 111 | FANG | Diamondback Ene... | 139.64 | +2.46% | 3.01K | +0.43% | 481.72K | 155.79 | 0.07% | Share |
| 112 | LQD | iShares iBoxx $... | 111.69 | +0.30% | 4.43K | -0.76% | 481.26K | 114.98 | 0.07% | Share |
| 113 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 935 | -0.32% | 480.57K | 457.34 | 0.07% | Share |
| 114 | GILD | Gilead Sciences... | 115.25 | -0.44% | 4.06K | -47.73% | 454.89K | 69.98 | 0.06% | Share |
| 115 | IYK | iShares US Cons... | 69.54 | -0.53% | 6.22K | +100.00% | 445.46K | 71.57 | 0.06% | Share |
| 116 | LOW | Lowe's Companie... | 266.52 | -0.93% | 1.9K | +4.00% | 442.44K | 211.57 | 0.06% | Share |
| 117 | IMCB | iShares Morning... | 82.34 | -0.07% | 5.96K | -32.73% | 441.23K | 71.57 | 0.06% | Share |
| 118 | XLV | Health Care Sel... | 137.34 | -0.9% | 3.02K | +100.00% | 440.64K | 146.01 | 0.06% | Share |
| 119 | QTUM | Defiance Quantu... | 97.52 | +0.59% | 5.86K | +100.00% | 436.52K | 74.53 | 0.06% | Share |
| 120 | ET | Energy Transfer... | 17.41 | +1.43% | 22.55K | +1.48% | 419.21K | 14.75 | 0.06% | Share |
| 121 | IJR | iShares Core S&... | 117.61 | -0.25% | 3.89K | +95.57% | 406.54K | 105.24 | 0.06% | Share |
| 122 | DUK | Duke Energy Cor... | 121.36 | +0.81% | 3.26K | -23.99% | 398.11K | 100.82 | 0.06% | Share |
| 123 | KHC | The Kraft Heinz... | 26.65 | -0.07% | 12.8K | +24.19% | 389.56K | 32.75 | 0.05% | Share |
| 124 | SDY | SPDR S&P Divide... | 139.58 | -0.2% | 2.87K | -10.94% | 388.86K | 123.46 | 0.05% | Share |
| 125 | EFV | iShares MSCI EA... | 67.52 | +0.12% | 6.49K | -0.34% | 382.33K | 53.4 | 0.05% | Share |
| 126 | SPAB | SPDR Portfolio ... | 25.91 | +0.23% | 14.81K | -11.23% | 378.15K | 25.98 | 0.05% | Share |
| 127 | COP | ConocoPhillips | 94.31 | +2.67% | 3.54K | +5.83% | 371.93K | 112.12 | 0.05% | Share |
| 128 | AOM | iShares Core Mo... | 47.20 | +0.21% | 8.39K | -4.18% | 368.24K | 43.44 | 0.05% | Share |
| 129 | BAC | Bank of America... | 50.16 | -0.25% | 8.72K | +21.65% | 363.87K | 40.32 | 0.05% | Share |
| 130 | APO | Apollo Global M... | 133.64 | -0.58% | 2.62K | +0.88% | 359.19K | 118.9 | 0.05% | Share |
| 131 | NEE | NextEra Energy,... | 71.04 | +1.38% | 4.97K | -28.43% | 352.48K | 73.29 | 0.05% | Share |
| 132 | KMI | Kinder Morgan, ... | 27.36 | +2.70% | 11.94K | +1.57% | 340.6K | 19.93 | 0.05% | Share |
| 133 | SPG | Simon Property ... | 179.20 | -0.11% | 2.01K | +0.40% | 333.49K | 146.6 | 0.05% | Share |
| 134 | GS | The Goldman Sac... | 769.69 | +0.76% | 605 | +6.33% | 331.05K | 469.09 | 0.05% | Share |
| 135 | TTE | TotalEnergies S... | 62.14 | +0.94% | 5.03K | 0.00% | 325.65K | 68.61 | 0.05% | Share |
| 136 | HON | Honeywell Inter... | 211.70 | -1.17% | 1.53K | +5.45% | 323.76K | 210.99 | 0.05% | Share |
| 137 | IUSB | iShares Core To... | 46.78 | +0.15% | 6.84K | +0.87% | 315.12K | 44.9 | 0.04% | Share |
| 138 | AOA | iShares Core Ag... | 86.69 | +0.30% | 4.01K | -17.42% | 306.85K | 75.36 | 0.04% | Share |
| 139 | FSCO | FS Credit Oppor... | 7.44 | +0.58% | 42.81K | +1.14% | 301.81K | 4.75 | 0.04% | Share |
| 140 | EZBC | Franklin Bitcoi... | 65.79 | +2.06% | 6.21K | +61.35% | 296.69K | 51.72 | 0.04% | Share |
| 141 | SYK | Stryker Corpora... | 383.09 | -2.46% | 796 | -6.35% | 296.31K | 336.5 | 0.04% | Share |
| 142 | CALF | Pacer US Small ... | 43.45 | +0.05% | 7.81K | -60.71% | 292.94K | 43.65 | 0.04% | Share |
| 143 | DIS | The Walt Disney... | 115.81 | -1.33% | 2.96K | -15.56% | 292.54K | 97.63 | 0.04% | Share |
| 144 | IBB | iShares Biotech... | 140.65 | -1.6% | 2.28K | 0.00% | 291.36K | 136.97 | 0.04% | Share |
| 145 | JPIB | JPMorgan Intern... | 48.98 | +0.07% | 6K | -13.7% | 287.27K | 47.03 | 0.04% | Share |
| 146 | IR | Ingersoll Rand ... | 80.22 | +0.70% | 3.58K | +1.50% | 286.9K | 89.4 | 0.04% | Share |
| 147 | GBTC | Grayscale Bitco... | 89.22 | +2.06% | 4.25K | 0.00% | 276.97K | 59.56 | 0.04% | Share |
| 148 | XMMO | Invesco S&P Mid... | 133.97 | +0.41% | 2.42K | +100.00% | 275.76K | 113.76 | 0.04% | Share |
| 149 | IEFA | iShares Core MS... | 86.42 | -0.02% | 3.62K | -0.88% | 273.63K | 72.74 | 0.04% | Share |
| 150 | CI | The Cigna Group | 302.31 | +0.10% | 816 | +0.25% | 268.71K | 326.28 | 0.04% | Share |