Atlas Private Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.85M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$761K |
| 3 |
Fidelity Fundamental Large Cap Core ETF
FFLC
|
+$347K |
| 4 |
NEOS S&P 500 High Income ETF
SPYI
|
+$215K |
| 5 |
SPDR Gold Trust
GLD
|
+$207K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$50.6M |
| 2 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$22.4M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19.8M |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$17.7M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$17.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.94% |
| 2 | Consumer Discretionary | 1.45% |
| 3 | Communication Services | 1.35% |
| 4 | Financials | 0.76% |
| 5 | Healthcare | 0.69% |
Similar funds
Atlas Private Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Atlas Private Wealth Advisors held 196 positions worth $408M, down 47% from $777M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Atlas Private Wealth Advisors withdrew a net $403M in Q3 2025, closing 61 positions and reducing 128 holdings. Its most notable exit was Merck, an estimated $680K position sold in full.
By sector, the portfolio is most concentrated in Technology at 5.9% of assets, up from 5.7% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Atlas Private Wealth Advisors opened a new position in Fidelity Fundamental Large Cap Core ETF worth $357K.
- Atlas Private Wealth Advisors's largest Q3 2025 buy was Fidelity Fundamental Large Cap Core ETF: 6,860 shares worth $357K.
- Atlas Private Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $8.85M increase.
- Atlas Private Wealth Advisors's biggest Q3 2025 reduction was State Street SPDR Portfolio S&P 400 Mid Cap ETF, cutting an estimated $50.6M.
- Atlas Private Wealth Advisors fully exited Merck in Q3 2025, selling an estimated $680K.
- Atlas Private Wealth Advisors's ten largest holdings make up 45% of its $408M portfolio in Q3 2025.
- Atlas Private Wealth Advisors opened 3 new positions and closed 61 in Q3 2025.
- Atlas Private Wealth Advisors's portfolio value fell 47% quarter-over-quarter to $408M.
Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.