Atlas Private Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.91M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.13M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.01M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.42M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AB Ultra Short Income ETF
YEAR
|
+$1.98M |
| 2 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$841K |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$817K |
| 4 |
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
|
+$746K |
| 5 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$614K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.83% |
| 2 | Consumer Discretionary | 1.59% |
| 3 | Communication Services | 1.4% |
| 4 | Healthcare | 0.81% |
| 5 | Financials | 0.73% |
Similar funds
Atlas Private Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Atlas Private Wealth Advisors held 140 positions worth $428M, up 4.8% from $408M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Atlas Private Wealth Advisors deployed $13.8M of net new capital in Q4 2025, opening 5 new positions and adding to 59 existing holdings. Its largest new stake was Advanced Micro Devices: 1,129 shares worth $242K.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 5.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was AB Ultra Short Income ETF, an estimated $1.98M trimmed.
- Atlas Private Wealth Advisors's largest Q4 2025 buy was Advanced Micro Devices: 1,129 shares worth $242K.
- Atlas Private Wealth Advisors added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $2.91M increase.
- Atlas Private Wealth Advisors's biggest Q4 2025 reduction was AB Ultra Short Income ETF, cutting an estimated $1.98M.
- Atlas Private Wealth Advisors fully exited iShares MSCI USA Quality Factor ETF in Q4 2025, selling an estimated $483K.
- Atlas Private Wealth Advisors's ten largest holdings make up 46% of its $428M portfolio in Q4 2025.
- Atlas Private Wealth Advisors opened 5 new positions and closed 6 in Q4 2025.
- Atlas Private Wealth Advisors's portfolio value rose 4.8% quarter-over-quarter to $428M.
Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.