| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 18 | Q1 2024 | 5.1% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 18 | Q1 2024 | 6.2% |
| ISHARES S&P 500 GROWTH ETF | 18 | Q1 2024 | 30.0% |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 18 | Q1 2024 | 3.4% |
| ALPHABET INC CAP STK CL A | 18 | Q1 2024 | 3.0% |
| THERMO FISHER SCIENTIFIC INC COM | 18 | Q1 2024 | 2.4% |
| JOHNSON & JOHNSON COM | 18 | Q1 2024 | 2.2% |
| ISHARES CORE US AGGREGATE BOND ETF | 18 | Q1 2024 | 2.8% |
| ISHARES 1 TO 3 YEAR TREASURY BOND ETF | 18 | Q1 2024 | 4.3% |
| JPMORGAN CHASE & CO COM | 18 | Q1 2024 | 2.5% |
View Atlas Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-07 |
View Atlas Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.