| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 17 | Q2 2024 | 9.4% |
| APPLE INC | 17 | Q2 2024 | 5.9% |
| INVESCO S&P | 17 | Q2 2024 | 8.6% |
| AMAZON COM INC | 17 | Q2 2024 | 5.2% |
| ISHARES TR | 17 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 17 | Q2 2024 | 1.8% |
| FIRST TRUST | 17 | Q2 2024 | 3.8% |
| JOHNSON & JOHNSON | 17 | Q2 2024 | 1.9% |
| ISHARES U S | 17 | Q2 2024 | 2.8% |
| ISHARES TR | 17 | Q2 2024 | 3.8% |
View Atlas Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-16 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-18 |
View Atlas Private Wealth Advisors'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.