Atlas Private Wealth Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AP Atlas Private Wealth Advisors | Institutional Filer | ▼ 0.75% | $424.8M | 132 |
Current Portfolio Holdings
Showing all 132 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | — | 550K | $32.6M | 7.67% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 591K | $27.0M | 6.35% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 36K | $23.5M | 5.53% |
| 4 | SPYM | SPDR SERIES TRUST | — | 288K | $22.1M | 5.19% |
| 5 | SGOV | ISHARES TR | — | 196K | $19.8M | 4.65% |
| 6 | IEF | ISHARES TR | — | 182K | $17.4M | 4.10% |
| 7 | SPSM | SPDR SERIES TRUST | — | 350K | $16.9M | 3.98% |
| 8 | PWV | INVESCO EXCHANGE TRADED FD T | — | 240K | $16.7M | 3.93% |
| 9 | QQQ | Invesco QQQ Trust | — | 29K | $16.5M | 3.88% |
| 10 | SPTM | SPDR SERIES TRUST | — | 167K | $13.2M | 3.10% |
| 11 | DGRO | ISHARES TR | — | 169K | $11.9M | 2.79% |
| 12 | CWI | SPDR INDEX SHS FDS | — | 321K | $11.7M | 2.77% |
| 13 | AAPL | Apple Inc. | Technology | 43K | $10.8M | 2.55% |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | — | 56K | $10.7M | 2.51% |
| 15 | SPEM | SPDR INDEX SHS FDS | — | 224K | $10.5M | 2.47% |
Showing 1 to 15 of 132 holdings