Atlas Private Wealth Advisors has disclosed 154 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $615.00 Mil. The turnover rate is 52%.
In Atlas Private Wealth Advisors's current portfolio as of 2024-06-30, the top 5 holdings are
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), SPDR Portfolio S&P 600 Small Cap ETF (SPSM), Invesco S&P 500 Equal Weight ETF (RSP), SPDR Portfolio High Yield Bond ETF (SPHY), SPDR Portfolio Developed World ex-US ETF (SPDW), not including call and put options.
Atlas Private Wealth Advisors did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Atlas Private Wealth Advisors, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Atlas Private Wealth Advisors, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Atlas Private Wealth Advisors.