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Atlas Private Wealth Advisors
CIK:0001814234
Investment Adviser
$777M AUM
193 holdings
Matawan, NJ, United States
Atlas Private Wealth Advisors LLC provides investment advisory services tailored to individual client needs, managing discretionary, fee-only accounts.
Latest 13F Filing Activity
Atlas Private Wealth Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 190 equity positions with a total 13F market value of $777M. The fund increased holdings in First TR Exchange-traded FD, First TR Exchange-traded FD, Dimensional Etf Trust among other positions. Atlas Private Wealth Advisors reduced exposure to Apple Inc., Ishares TR, SPDR Series Trust among others.
Top Buys
Top Holdings
Equity Positions (190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPMD | SPDR SERIES TRUST | 9.96% | $77.4M | 1,423,120 | $47.72 | $54.38 | +$2.3M |
S SPDW | SPDR INDEX SHS FDS | 4.86% | $37.8M | 932,870 | $34.45 | $40.49 | +$1.5M |
S SPY | SPDR S&P 500 ETF TR | 4.82% | $37.4M | 60,559 | $531.09 | $617.85 | +$2.0M |
S SPSM | SPDR SERIES TRUST | 4.64% | $36.1M | 846,296 | $40.68 | $42.60 | -$1.7M |
Q QQQ | INVESCO QQQ TR | 3.73% | $29.0M | 52,472 | $452.78 | $551.64 | +$3.5M |
Industry Allocation
ELECTRONIC COMPUTERS
+2.8%
SERVICES-PREPACKAGED SOFTWARE
+2.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.6%
SEMICONDUCTORS & RELATED DEVICES
+0.8%
MOTOR VEHICLES & PASSENGER CAR BODIES
+0.5%
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