$191 Million is the total value of Atlas Private Wealth Advisors's 798 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&Pmf closed and mf open | $13,440,000 | +0.3% | 31,319 | +0.0% | 7.02% | -3.2% |
| AAPL | Buy | APPLE INC | $7,932,000 | +4.5% | 56,057 | +1.2% | 4.14% | +0.9% |
| LDSF | Buy | FIRST TRUSTmf closed and mf open | $6,970,000 | +20.5% | 345,722 | +21.2% | 3.64% | +16.3% |
| AMZN | Buy | AMAZON COM | $6,140,000 | -4.2% | 1,869 | +0.3% | 3.21% | -7.5% |
| LMBS | Buy | FIRST TRUSTmf closed and mf open | $5,143,000 | +0.6% | 101,689 | +1.3% | 2.69% | -2.9% |
| EEMV | Buy | ISHARES MSCImf closed and mf open | $4,638,000 | +1.2% | 74,000 | +3.6% | 2.42% | -2.3% |
| FPX | Buy | FIRST TRUSTmf closed and mf open | $3,488,000 | -0.8% | 28,263 | +2.5% | 1.82% | -4.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,615,000 | +0.7% | 16,191 | +2.7% | 1.37% | -2.8% |
| PFF | Buy | ISHARES U Smf closed and mf open | $2,130,000 | +2.4% | 54,878 | +3.8% | 1.11% | -1.2% |
| VZ | Buy | VERIZON COMMUNICATIONS | $1,969,000 | +1.8% | 36,460 | +5.6% | 1.03% | -1.7% |
| BA | Buy | BOEING COMPANY | $1,910,000 | -6.6% | 8,685 | +1.8% | 1.00% | -9.8% |
| MRK | Buy | MERCK & COMPANY | $1,903,000 | +1.6% | 25,330 | +5.2% | 0.99% | -1.9% |
| QQQ | Buy | INVESCO QQQmf closed and mf open | $1,858,000 | +588.1% | 5,191 | +582.1% | 0.97% | +564.4% |
| SCHD | Buy | SCHWAB USmf closed and mf open | $1,464,000 | +146300.0% | 19,719 | +140750.0% | 0.76% | +76400.0% |
| CVX | Buy | CHEVRON CORP | $1,351,000 | +1.7% | 13,320 | +4.9% | 0.71% | -1.8% |
| IWN | Buy | ISHARES RUSSELLmf closed and mf open | $1,278,000 | -3.0% | 7,979 | +0.4% | 0.67% | -6.5% |
| PFE | Buy | PFIZER INC | $1,249,000 | +17.3% | 29,037 | +6.7% | 0.65% | +13.2% |
| PG | Buy | PROCTER & GAMBLE | $1,207,000 | +10.3% | 8,633 | +6.4% | 0.63% | +6.4% |
| MTUM | Buy | ISHARES MSCImf closed and mf open | $1,185,000 | +3.7% | 6,748 | +2.4% | 0.62% | +0.2% |
| HDV | Buy | ISHARES COREmf closed and mf open | $1,184,000 | +9.7% | 12,562 | +12.4% | 0.62% | +5.8% |
| HD | Buy | HOME DEPOT | $1,130,000 | +9.0% | 3,443 | +5.8% | 0.59% | +5.2% |
| SPAB | Buy | SPDR PORTFOLIOmf closed and mf open | $1,090,000 | +2219.1% | 36,523 | +2213.0% | 0.57% | +2176.0% |
| CLX | Buy | CLOROX COMPANY | $1,077,000 | -6.1% | 6,503 | +2.0% | 0.56% | -9.5% |
| QYLD | Buy | GLOBAL Xmf closed and mf open | $1,020,000 | +10.5% | 46,251 | +12.5% | 0.53% | +6.8% |
| MCD | Buy | MCDONALDS CORP | $1,001,000 | +12.3% | 4,151 | +7.6% | 0.52% | +8.5% |
| T | Buy | AT&T INC | $945,000 | 0.0% | 34,986 | +6.6% | 0.49% | -3.3% |
| FANG | Buy | DIAMONDBACK ENERGY | $911,000 | +8.3% | 9,618 | +7.4% | 0.48% | +4.6% |
| XMMO | Buy | INVESCO S&Pmf closed and mf open | $905,000 | +3251.9% | 10,761 | +3371.3% | 0.47% | +3053.3% |
| BKLN | Buy | INVESCO SENIORmf closed and mf open | $903,000 | +16.5% | 40,820 | +16.6% | 0.47% | +12.6% |
| GM | Buy | GENERAL MOTORS | $889,000 | -9.7% | 16,860 | +1.2% | 0.46% | -12.9% |
| HYG | Buy | ISHARES IBOXXmf closed and mf open | $858,000 | +6.2% | 9,803 | +6.9% | 0.45% | +2.5% |
| PM | Buy | PHILIP MORRIS | $835,000 | +6.0% | 8,808 | +10.8% | 0.44% | +2.3% |
| NEM | Buy | NEWMONT CORP | $802,000 | +14.1% | 14,777 | +33.2% | 0.42% | +10.3% |
| IWM | Buy | ISHARES RUSSELLmf closed and mf open | $800,000 | -1.0% | 3,655 | +3.8% | 0.42% | -4.3% |
| KO | Buy | COCA COLA COMPANY | $796,000 | +6.8% | 15,168 | +10.1% | 0.42% | +3.2% |
| C | Buy | CITIGROUP INC | $779,000 | +347.7% | 11,107 | +352.1% | 0.41% | +333.0% |
| PEP | Buy | PEPSICO INC | $765,000 | +9.4% | 5,087 | +7.8% | 0.40% | +5.8% |
| XOM | Buy | EXXON MOBIL | $749,000 | -2.7% | 12,739 | +4.3% | 0.39% | -6.2% |
| IXUS | Buy | ISHARES COREmf closed and mf open | $699,000 | +2.0% | 9,840 | +5.4% | 0.36% | -1.6% |
| ONEY | New | SPDR RUSSELLmf closed and mf open | $690,000 | – | 7,409 | +100.0% | 0.36% | – |
| GBX | Buy | GREENBRIER COS | $664,000 | +16500.0% | 15,439 | +15654.1% | 0.35% | +17250.0% |
| VNCE | Buy | VINCE HOLDING | $664,000 | -15.7% | 80,460 | +3.1% | 0.35% | -18.5% |
| SPTS | Buy | SPDR PORTFOLIOmf closed and mf open | $642,000 | +858.2% | 20,967 | +857.4% | 0.34% | +830.6% |
| OMFS | New | INVESCO RUSSELLmf closed and mf open | $614,000 | – | 15,482 | +100.0% | 0.32% | – |
| VOO | Buy | VANGUARD S&Pmf closed and mf open | $615,000 | +0.7% | 1,559 | +0.3% | 0.32% | -3.0% |
| VCSH | Buy | VANGUARD SHORTmf closed and mf open | $599,000 | +2622.7% | 7,270 | +2643.4% | 0.31% | +2508.3% |
| AMGN | Buy | AMGEN INC | $540,000 | +312.2% | 2,538 | +372.6% | 0.28% | +297.2% |
| ARKK | Buy | ARK INNOVATIONmf closed and mf open | $540,000 | +13400.0% | 4,890 | +16200.0% | 0.28% | +14000.0% |
| IVV | Buy | ISHARES COREmf closed and mf open | $523,000 | +1.4% | 1,213 | +1.0% | 0.27% | -2.2% |
| HSRT | Buy | HARTFORD SHORTmf closed and mf open | $478,000 | +106.0% | 11,668 | +106.6% | 0.25% | +98.4% |
| FLOT | Buy | ISHARES FLOATINGmf closed and mf open | $464,000 | +393.6% | 9,120 | +394.3% | 0.24% | +374.5% |
| SPYV | Buy | SPDR PORTFOLIOmf closed and mf open | $431,000 | +6.2% | 11,061 | +7.8% | 0.22% | +2.3% |
| SPDW | New | SPDR PORTFOLIOmf closed and mf open | $416,000 | – | 11,497 | +100.0% | 0.22% | – |
| FMHI | New | FIRST TRUSTmf closed and mf open | $410,000 | – | 7,352 | +100.0% | 0.21% | – |
| SPTL | New | SPDR PORTFOLIOmf closed and mf open | $399,000 | – | 9,657 | +100.0% | 0.21% | – |
| New | GENERAL ELECTRIC | $353,000 | – | 3,427 | +100.0% | 0.18% | – | |
| IAG | Buy | IAMGOLD CORP | $349,000 | +20.3% | 154,210 | +56.6% | 0.18% | +15.9% |
| NVDA | Buy | NVIDIA CORP | $321,000 | +3.5% | 1,548 | +300.0% | 0.17% | 0.0% |
| FLRN | Buy | SPDR BLOOMBERGmf closed and mf open | $280,000 | +1117.4% | 9,125 | +1100.7% | 0.15% | +1116.7% |
| GDXJ | Buy | VANECK JRmf closed and mf open | $260,000 | -0.4% | 6,782 | +21.5% | 0.14% | -3.5% |
| IXC | Buy | ISHARES GLOBALmf closed and mf open | $255,000 | +47.4% | 9,500 | +46.2% | 0.13% | +41.5% |
| ITA | Buy | ISHARES AEROSPACEmf closed and mf open | $241,000 | -0.8% | 2,315 | +4.1% | 0.13% | -3.8% |
| NUSI | Buy | ETF NATIONWIDEmf closed and mf open | $234,000 | +654.8% | 8,533 | +680.0% | 0.12% | +617.6% |
| XMVM | Buy | INVESCO S&Pmf closed and mf open | $212,000 | +143.7% | 4,755 | +147.4% | 0.11% | +136.2% |
| FDM | Buy | FIRST TRUSTmf closed and mf open | $192,000 | +156.0% | 3,203 | +164.7% | 0.10% | +143.9% |
| GSY | Buy | INVESCO ULTRAmf closed and mf open | $182,000 | +2500.0% | 3,598 | +2565.2% | 0.10% | +2275.0% |
| PFM | Buy | INVESCO DIVIDENDmf closed and mf open | $182,000 | +111.6% | 5,048 | +112.5% | 0.10% | +102.1% |
| JPM | Buy | JPMORGAN CHASE | $176,000 | +5.4% | 1,073 | +0.2% | 0.09% | +2.2% |
| JETS | Buy | ETF SERmf closed and mf open | $174,000 | +17.6% | 7,353 | +20.5% | 0.09% | +13.8% |
| GOLD | Buy | BARRICK GOLD | $175,000 | -8.4% | 9,680 | +4.7% | 0.09% | -11.7% |
| DRIV | Buy | GLOBAL Xmf closed and mf open | $152,000 | +2.0% | 5,558 | +5.5% | 0.08% | -2.5% |
| IDHQ | Buy | INVESCO EXCHANGEmf closed and mf open | $146,000 | -0.7% | 4,818 | +1.2% | 0.08% | -5.0% |
| ABBV | Buy | ABBVIE INC | $142,000 | -2.7% | 1,320 | +1.5% | 0.07% | -6.3% |
| SND | Buy | SMART SAND | $140,000 | -25.9% | 56,998 | +0.2% | 0.07% | -28.4% |
| CGW | Buy | INVESCO S&Pmf closed and mf open | $120,000 | +84.6% | 2,150 | +77.0% | 0.06% | +80.0% |
| IEFA | Buy | ISHARES COREmf closed and mf open | $112,000 | +0.9% | 1,508 | +1.4% | 0.06% | -3.3% |
| AOM | Buy | ISHARES COREmf closed and mf open | $104,000 | +23.8% | 2,316 | +24.0% | 0.05% | +20.0% |
| CMCSA | Buy | COMCAST CORP | $95,000 | -2.1% | 1,706 | +0.1% | 0.05% | -3.8% |
| VB | Buy | VANGUARD SMALLmf closed and mf open | $91,000 | -2.2% | 414 | +0.2% | 0.05% | -4.0% |
| CNNE | Buy | CANNAE HOLDINGS | $90,000 | +87.5% | 2,909 | +106.5% | 0.05% | +80.8% |
| FIVG | Buy | ETF DEFIANCEmf closed and mf open | $86,000 | -4.4% | 2,371 | +0.1% | 0.04% | -8.2% |
| WM | Buy | WASTE MANAGEMENT | $85,000 | +6.2% | 570 | +0.2% | 0.04% | +2.3% |
| SMMD | Buy | ISHARES RUSSELLmf closed and mf open | $82,000 | +121.6% | 1,282 | +129.7% | 0.04% | +115.0% |
| IEP | New | ICAHN ENTERPRISES | $81,000 | – | 1,626 | +100.0% | 0.04% | – |
| DIA | Buy | SPDR DOWmf closed and mf open | $73,000 | +192.0% | 215 | +198.6% | 0.04% | +171.4% |
| JWN | New | NORDSTROM INC | $70,000 | – | 2,664 | +100.0% | 0.04% | – |
| V | Buy | VISA INC | $61,000 | +32.6% | 272 | +38.8% | 0.03% | +28.0% |
| AVGO | Buy | BROADCOM INC | $62,000 | +1.6% | 129 | +0.8% | 0.03% | -3.0% |
| WGO | Buy | WINNEBAGO INDUSTRIES | $56,000 | +5.7% | 776 | +0.1% | 0.03% | 0.0% |
| VIG | Buy | VANGUARD DIVIDENDmf closed and mf open | $55,000 | 0.0% | 357 | +0.3% | 0.03% | -3.3% |
| HYD | Buy | VANECK HIGHmf closed and mf open | $54,000 | -1.8% | 868 | +0.5% | 0.03% | -6.7% |
| AAL | Buy | AMERICAN AIRLINES | $54,000 | +3.8% | 2,650 | +8.2% | 0.03% | 0.0% |
| RNRG | Buy | GLOBAL Xmf closed and mf open | $49,000 | +8.9% | 3,108 | +11.3% | 0.03% | +8.3% |
| ERC | New | WELLS FARGOmf closed and mf open | $47,000 | – | 3,500 | +100.0% | 0.02% | – |
| IDU | Buy | ISHARES U Smf closed and mf open | $48,000 | 0.0% | 613 | +0.7% | 0.02% | -3.8% |
| PEG | Buy | PUBLIC SERVICE | $46,000 | +2.2% | 756 | +0.1% | 0.02% | 0.0% |
| UNP | Buy | UNION PACIFIC CORP | $46,000 | -9.8% | 235 | +0.9% | 0.02% | -14.3% |
| TIP | Buy | ISHARES TIPSmf closed and mf open | $41,000 | 0.0% | 321 | +0.9% | 0.02% | -4.5% |
| ADI | New | ANALOG DEVICES | $40,000 | – | 236 | +100.0% | 0.02% | – |
| XMHQ | Buy | INVESCO S&Pmf closed and mf open | $37,000 | +5.7% | 484 | +6.4% | 0.02% | 0.0% |
| CSQ | Buy | CALAMOS STRATEGICmf closed and mf open | $34,000 | 0.0% | 1,897 | +0.8% | 0.02% | 0.0% |
| GILD | Buy | GILEAD SCIENCES | $33,000 | 0.0% | 477 | +0.4% | 0.02% | -5.6% |
| AIQ | Buy | GLOBAL Xmf closed and mf open | $33,000 | -2.9% | 1,101 | +0.1% | 0.02% | -5.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR | $32,000 | +3.2% | 291 | +11.9% | 0.02% | 0.0% |
| AWK | Buy | AMERICAN WATER | $32,000 | +10.3% | 189 | +0.5% | 0.02% | +6.2% |
| BND | Buy | VANGUARD TOTALmf closed and mf open | $32,000 | 0.0% | 371 | +0.3% | 0.02% | 0.0% |
| DUK | Buy | DUKE ENERGY | $31,000 | 0.0% | 316 | +0.3% | 0.02% | -5.9% |
| PZA | Buy | INVESCO NATIONALmf closed and mf open | $29,000 | +16.0% | 1,070 | +17.6% | 0.02% | +7.1% |
| XSOE | New | WISDOMTREE EMERGINGmf closed and mf open | $29,000 | – | 790 | +100.0% | 0.02% | – |
| NBB | Buy | NUVEEN TXBLmf closed and mf open | $27,000 | -3.6% | 1,187 | +0.8% | 0.01% | -6.7% |
| ENB | Buy | ENBRIDGE INC | $24,000 | -4.0% | 614 | +0.2% | 0.01% | -7.1% |
| KNG | Buy | FIRST TRUSTmf closed and mf open | $24,000 | -4.0% | 466 | +0.9% | 0.01% | -7.1% |
| SRVR | Buy | PACER BENCHMARKmf closed and mf open | $24,000 | 0.0% | 608 | +0.5% | 0.01% | 0.0% |
| ABR | Buy | ARBOR REALTY | $22,000 | +46.7% | 1,200 | +41.2% | 0.01% | +37.5% |
| GDX | Buy | VANECK GOLDmf closed and mf open | $21,000 | +600.0% | 707 | +607.0% | 0.01% | +450.0% |
| ORCL | Buy | ORACLE CORP | $22,000 | +29.4% | 247 | +13.8% | 0.01% | +22.2% |
| FIXD | New | FIRST TRUSTmf closed and mf open | $19,000 | – | 355 | +100.0% | 0.01% | – |
| RDVY | New | FIRST TRUSTmf closed and mf open | $20,000 | – | 426 | +100.0% | 0.01% | – |
| GSLC | Buy | GOLDMAN SACHSmf closed and mf open | $17,000 | +112.5% | 192 | +108.7% | 0.01% | +125.0% |
| IRM | Buy | IRON MOUNTAIN | $15,000 | 0.0% | 355 | +1.4% | 0.01% | 0.0% |
| PFS | Buy | PROVIDENT FINANCIAL | $16,000 | +6.7% | 681 | +1.0% | 0.01% | 0.0% |
| URNM | New | EXCHANGE TRADEDmf closed and mf open | $16,000 | – | 209 | +100.0% | 0.01% | – |
| D | Buy | DOMINION ENERGY | $15,000 | 0.0% | 204 | +1.0% | 0.01% | 0.0% |
| F | Buy | FORD MOTOR | $14,000 | 0.0% | 957 | +0.2% | 0.01% | -12.5% |
| GDV | Buy | GABELLI DIVIDENDmf closed and mf open | $13,000 | 0.0% | 494 | +1.4% | 0.01% | 0.0% |
| New | LUCID GROUP | $13,000 | – | 500 | +100.0% | 0.01% | – | |
| LUMN | Buy | LUMEN TECHNOLOGIES | $11,000 | -8.3% | 869 | +0.8% | 0.01% | 0.0% |
| WFHY | Buy | WISDOMTREE U Smf closed and mf open | $11,000 | +57.1% | 217 | +52.8% | 0.01% | +50.0% |
| Buy | CALL 9 APPLE INCcall | $11,000 | +10.0% | 33 | +1000.0% | 0.01% | +20.0% | |
| URA | New | GLOBAL Xmf closed and mf open | $10,000 | – | 406 | +100.0% | 0.01% | – |
| UP | New | WHEELS UP | $10,000 | – | 1,497 | +100.0% | 0.01% | – |
| WING | New | WINGSTOP INC | $10,000 | – | 58 | +100.0% | 0.01% | – |
| PBP | Buy | INVESCO S&Pmf closed and mf open | $9,000 | 0.0% | 390 | +0.3% | 0.01% | 0.0% |
| LEN | Buy | LENNAR CORP | $9,000 | -10.0% | 101 | +1.0% | 0.01% | 0.0% |
| AIG | Buy | AMERICAN INTL | $7,000 | +16.7% | 127 | +0.8% | 0.00% | +33.3% |
| IVZ | Buy | INVESCO LTD | $8,000 | 0.0% | 341 | +13.7% | 0.00% | 0.0% |
| NVAX | New | NOVAVAX INC | $6,000 | – | 28 | +100.0% | 0.00% | – |
| AMP | Buy | AMERIPRISE FINANCIAL | $5,000 | 0.0% | 19 | +5.6% | 0.00% | 0.0% |
| BNDX | Buy | VANGUARD TOTALmf closed and mf open | $5,000 | +150.0% | 80 | +90.5% | 0.00% | +200.0% |
| APLE | Buy | APPLE HOSPITALITY | $6,000 | 0.0% | 379 | +0.3% | 0.00% | 0.0% |
| IDWM | New | IDW MEDIA | $6,000 | – | 2,060 | +100.0% | 0.00% | – |
| HITI | New | HIGH TIDE | $5,000 | – | 761 | +100.0% | 0.00% | – |
| POTX | Buy | GLOBAL Xmf closed and mf open | $5,000 | -28.6% | 504 | +0.8% | 0.00% | -25.0% |
| GNRC | New | GENERAC HOLDINGS | $5,000 | – | 12 | +100.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP | $6,000 | 0.0% | 160 | +1.3% | 0.00% | 0.0% |
| PFLD | New | ETF SERmf closed and mf open | $6,000 | – | 251 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INC | $5,000 | – | 159 | +100.0% | 0.00% | – |
| SIEB | Buy | SIEBERT FINANCIAL | $5,000 | 0.0% | 1,500 | +33.3% | 0.00% | 0.0% |
| OXLC | Buy | OXFORD LANEmf closed and mf open | $4,000 | 0.0% | 554 | +3.0% | 0.00% | 0.0% |
| DNUT | New | KRISPY KREME | $4,000 | – | 251 | +100.0% | 0.00% | – |
| TFI | Buy | SPDR NUVEENmf closed and mf open | $4,000 | +100.0% | 74 | +85.0% | 0.00% | +100.0% |
| BGS | Buy | B&G FOODS | $3,000 | 0.0% | 102 | +2.0% | 0.00% | 0.0% |
| APO | Buy | APOLLO GLOBAL | $4,000 | 0.0% | 64 | +1.6% | 0.00% | 0.0% |
| CHPT | New | CHARGEPOINT HOLDINGS | $4,000 | – | 200 | +100.0% | 0.00% | – |
| SIZE | New | ISHARES MSCImf closed and mf open | $3,000 | – | 20 | +100.0% | 0.00% | – |
| BEPC | Buy | BROOKFIELD RENEWABLE | $3,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| IWS | Buy | ISHARES RUSSmf closed and mf open | $3,000 | 0.0% | 30 | +20.0% | 0.00% | 0.0% |
| EVGO | New | EVGO INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| JMIA | New | JUMIA TECHNOLOGIES | $2,000 | – | 100 | +100.0% | 0.00% | – |
| QUAL | New | ISHARES MSCImf closed and mf open | $2,000 | – | 18 | +100.0% | 0.00% | – |
| SHV | New | ISHARES SHORTmf closed and mf open | $1,000 | – | 7 | +100.0% | 0.00% | – |
| FUTY | New | FIDELITY MSCImf closed and mf open | $2,000 | – | 56 | +100.0% | 0.00% | – |
| FNCL | New | FIDELITY MSCImf closed and mf open | $2,000 | – | 46 | +100.0% | 0.00% | – |
| SCHB | Buy | SCHWAB USmf closed and mf open | $1,000 | 0.0% | 13 | +18.2% | 0.00% | 0.0% |
| SCHV | New | SCHWAB USmf closed and mf open | $1,000 | – | 9 | +100.0% | 0.00% | – |
| VTIP | Buy | VANGUARD SHORTmf closed and mf open | $1,000 | 0.0% | 19 | +90.0% | 0.00% | 0.0% |
| New | ASHFORD HOSPITALITY | $1,000 | – | 50 | +100.0% | 0.00% | – | |
| IEF | Exit | ISHARES 7-10YRmf closed and mf open | $0 | – | 0 | +100.0% | 0.00% | – |
| TDC | New | TERADATA CORP | $0 | – | 6 | +100.0% | 0.00% | – |
| WRE | Exit | WASHINGTON REAL | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 14 | Q3 2023 | 7.4% |
| APPLE INC | 14 | Q3 2023 | 5.9% |
| FIRST TRUST | 14 | Q3 2023 | 4.0% |
| AMAZON COM INC | 14 | Q3 2023 | 5.2% |
| FIRST TR VALUE LINE DIVID IN | 14 | Q3 2023 | 5.2% |
| ISHARES TR | 14 | Q3 2023 | 3.4% |
| FIRST TRUST | 14 | Q3 2023 | 3.8% |
| JOHNSON & JOHNSON | 14 | Q3 2023 | 1.9% |
| MICROSOFT CORP | 14 | Q3 2023 | 1.8% |
| ISHARES U S | 14 | Q3 2023 | 2.8% |
View Atlas Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-04-26 |
| 13F-HR | 2022-04-21 |
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.