Latest Atlas Private Wealth Advisors Stock Portfolio
Atlas Private Wealth Advisors Performance:
2025 Q3: 2.9%YTD: 11.7%2024: 6.67%
Performance for 2025 Q3 is 2.9%, and YTD is 11.7%, and 2024 is 6.67%.
About Atlas Private Wealth Advisors and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Atlas Private Wealth Advisors reported an equity portfolio of $408.2 Millions as of 30 Sep, 2025.
The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 7.4% of it's portfolio in SPDR SERIES TRUST and 5.7% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off MERCK & CO INC (MRK), CLOROX CO DEL (CLX) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (QQEW), SPDR DOW JONES INDL AVERAGE (DIA) and GLOBAL X FDS (AGNG). Atlas Private Wealth Advisors opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), SPDR GOLD TR (GLD) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (IBCE) and ISHARES TR (IJR).
The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 7.4% of it's portfolio in SPDR SERIES TRUST and 5.7% of portfolio in SPDR INDEX SHS FDS.
The fund managers got completely rid off MERCK & CO INC (MRK), CLOROX CO DEL (CLX) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (QQEW), SPDR DOW JONES INDL AVERAGE (DIA) and GLOBAL X FDS (AGNG). Atlas Private Wealth Advisors opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), SPDR GOLD TR (GLD) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (IBCE) and ISHARES TR (IJR).
Atlas Private Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that Atlas Private Wealth Advisors made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 12.43%.
New Buys
| Ticker | $ Bought |
|---|---|
| fidelity covington trust | 356,993 |
| spdr gold tr | 231,411 |
| neos etf trust | 218,614 |
New stocks bought by Atlas Private Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 98.55 |
| spdr series trust | 64.64 |
| ishares tr | 58.09 |
| ishares tr | 5.09 |
Additions to existing portfolio by Atlas Private Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -87.12 |
| first tr exchange-traded fd | -83.91 |
| spdr dow jones indl average | -79.75 |
| global x fds | -76.66 |
| at&t inc | -75.63 |
| exxon mobil corp | -72.39 |
| philip morris intl inc | -68.65 |
| coca cola co | -67.72 |
Atlas Private Wealth Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pfizer inc | -415,690 |
| spdr series trust | -315,444 |
| kinder morgan inc del | -357,724 |
| kraft heinz co | -296,007 |
| fs kkr cap corp | -220,880 |
| merck & co inc | -679,977 |
| bank america corp | -397,297 |
| ishares tr | -386,368 |
Atlas Private Wealth Advisors got rid off the above stocks
Sector Distribution
Atlas Private Wealth Advisors has about 87.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 87.4 |
| Technology | 6.1 |
| Consumer Cyclical | 1.5 |
| Communication Services | 1.4 |
Market Cap. Distribution
Atlas Private Wealth Advisors has about 11.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 87.4 |
| MEGA-CAP | 8.3 |
| LARGE-CAP | 3 |
Stocks belong to which Index?
About 11.2% of the stocks held by Atlas Private Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 88.8 |
| S&P 500 | 9.9 |
| RUSSELL 2000 | 1.3 |
Atlas Private Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Atlas Private Wealth Advisors
Atlas Private Wealth Advisors has 133 stocks in it's portfolio. About 44.6% of the portfolio is in top 10 stocks. FICO proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Atlas Private Wealth Advisors last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.79 | 44,708 | 11,384,000 | reduced | -52.22 | ||
| AAXJ | ishares tr | 0.41 | 53,047 | 1,677,350 | reduced | -48.04 | ||
| AAXJ | ishares tr | 0.07 | 8,000 | 292,400 | reduced | -50.00 | ||
| AAXJ | ishares tr | 0.07 | 3,537 | 287,189 | reduced | -48.55 | ||
| AAXJ | ishares tr | 0.05 | 3,176 | 215,453 | reduced | -52.55 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.11 | 1,956 | 452,831 | reduced | -52.77 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACIO | etf ser solutions | 0.20 | 7,623 | 799,747 | reduced | -31.83 | ||
| ACWF | ishares tr | 2.57 | 153,940 | 10,480,200 | reduced | -54.43 | ||
| ACWF | ishares tr | 0.62 | 35,299 | 2,539,430 | reduced | -24.65 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.24 | 7,322 | 993,232 | reduced | -35.64 | ||
| AFLG | first tr exchng traded fd vi | 0.11 | 13,028 | 435,396 | reduced | -50.00 | ||
| AFTY | pacer fds tr | 0.45 | 50,960 | 1,849,830 | reduced | -36.66 | ||
| AFTY | pacer fds tr | 0.10 | 7,493 | 430,637 | reduced | -58.25 | ||
| AFTY | pacer fds tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGNG | global x fds | 2.24 | 537,468 | 9,142,330 | reduced | -52.44 | ||
| AGNG | global x fds | 0.20 | 54,351 | 817,985 | reduced | -76.66 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||