$216 Million is the total value of Atlas Private Wealth Advisors's 140 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPGM | New | SPDR INDEX SHS FDSportfli msci gbl | $2,771,000 | – | 47,900 | +100.0% | 1.28% | – |
| ESGU | New | ISHARES TResg awr msci usa | $322,000 | – | 2,980 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
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.