Atlas Private Wealth Advisors Top Holdings and 13F Report (2026) About Atlas Private Wealth AdvisorsInvestment ActivityAtlas Private Wealth Advisors has $424.76 million in total holdings as of March 31, 2026.Atlas Private Wealth Advisors owns shares of 132 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.48% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Atlas Private Wealth Advisors has purchased 134 new stocks and bought additional shares in 53 stocks.Atlas Private Wealth Advisors sold shares of 59 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio S&P 400 Mid Cap ETF $32,585,048SPDR Portfolio Developed World ex-US ETF $26,956,595SPDR S&P 500 ETF Trust $23,504,282SPDR Portfolio S&P 500 ETF $22,062,028iShares 0-3 Month Treasury Bond ETF $19,757,437 Largest New Holdings this Quarter 46641Q332 - JPMorgan Equity Premium Income ETF $866,638 Holding756109104 - Realty Income $426,677 Holding33739E108 - First Trust Preferred Securities and Income ETF $289,633 Holding09290C863 - BLACKROCK ETF TRUST $269,708 Holding171779309 - Ciena $252,350 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 25,230 shares (about $1.93M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 21,218 shares (about $1.68M)SPDR S&P 500 ETF Trust 2,239 shares (about $1.46M)BlackRock MuniHoldings New Jersey Quality Fund 124,574 shares (about $1.44M)iShares 0-3 Month Treasury Bond ETF 13,256 shares (about $1.33M) Largest Sales this Quarter FT Vest Rising Dividend Achievers Target Income ETF 78,123 shares (about $2.00M)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 30,650 shares (about $1.49M)Global X Nasdaq 100 Covered Call ETF 73,340 shares (about $1.26M)SPDR Dow Jones Industrial Average ETF Trust 1,950 shares (about $903.19K)Tesla 2,068 shares (about $768.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtlas Private Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMDSPDR Portfolio S&P 400 Mid Cap ETF$32,585,048$12,792 â–¼0.0%550,2387.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$26,956,595$111,158 â–¼-0.4%590,5066.3%ETFSPYSPDR S&P 500 ETF Trust$23,504,282$1,456,092 â–²6.6%36,1425.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$22,062,028$1,931,103 â–²9.6%288,2425.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$19,757,437$1,334,348 â–²7.2%196,2794.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$17,411,508$435,970 â–²2.6%182,4344.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$16,905,522$318,235 â–¼-1.8%349,8664.0%ETFPWVInvesco Large Cap Value ETF$16,698,562$445,864 â–²2.7%239,5443.9%ETFQQQInvesco QQQ$16,498,263$945,429 â–²6.1%28,5843.9%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$13,184,853$1,677,497 â–²14.6%166,7703.1%ETFDGROiShares Core Dividend Growth ETF$11,855,736$286,052 â–²2.5%168,9342.8%ETFCWISPDR MSCI ACWI ex-US ETF$11,746,034$462,424 â–²4.1%321,0182.8%ETFAAPLApple$10,811,869$403,015 â–¼-3.6%42,6022.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$10,667,221$57,959 â–¼-0.5%55,5822.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,506,928$294,502 â–²2.9%223,9802.5%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,833,013$1,996,041 â–¼-16.9%384,8542.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$9,828,338$71,522 â–¼-0.7%421,4562.3%ETFJAAAJanus Henderson AAA CLO ETF$8,498,453$24,379 â–²0.3%168,7212.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,203,160$482,948 â–¼-5.6%82,6351.9%FinanceKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$7,210,258$1,492,963 â–¼-17.2%148,0241.7%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$7,131,287$1,257,782 â–¼-15.0%415,8181.7%ManufacturingOBNDState Street Loomis Sayles Opportunistic Bond ETF$4,689,507$262,412 â–²5.9%183,0861.1%ETFDFACDimensional U.S. Core Equity 2 ETF$4,509,865$21,140 â–¼-0.5%116,0541.1%ETFQQQMInvesco NASDAQ 100 ETF$4,494,073$324,824 â–²7.8%18,9131.1%ETFTLTiShares 20+ Year Treasury Bond ETF$4,053,655$212,912 â–²5.5%46,7601.0%ETFPALANTIR TECHNOLOGIES INC$3,969,161$11,702 â–²0.3%27,1340.9%CL ADIASPDR Dow Jones Industrial Average ETF Trust$3,156,059$903,187 â–¼-22.3%6,8140.7%FinanceXTiShares Exponential Technologies ETF$3,012,860$392,537 â–²15.0%44,2100.7%ManufacturingFMHIFirst Trust Municipal High Income ETF$2,943,664$85,144 â–¼-2.8%61,9200.7%ManufacturingHDViShares Core High Dividend ETF$2,752,631$157,433 â–²6.1%20,2820.6%ETFYEARAB Ultra Short Income ETF$2,558,799$537,613 â–¼-17.4%50,6940.6%ETFGOOGAlphabet$2,472,717$4,016 â–¼-0.2%8,6200.6%Computer and TechnologyMSFTMicrosoft$2,381,087$160,664 â–¼-6.3%6,4320.6%Computer and TechnologyCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$2,334,737$371,837 â–²18.9%69,2000.5%ETFROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$2,278,558$194,888 â–²9.4%49,3620.5%ManufacturingPFMInvesco Dividend Achievers ETF$2,191,166$115,876 â–¼-5.0%42,8870.5%ManufacturingBUFDFT Vest Laddered Deep Buffer ETF$2,137,436$207,144 â–¼-8.8%76,3370.5%ETFBLACKROCK ETF TRUST II$2,062,622$260,533 â–²14.5%42,9890.5%ISHARES HIGH YIEMUJBlackRock MuniHoldings New Jersey Quality Fund$2,037,188$1,441,321 â–²241.9%176,0750.5%FinanceAMZNAmazon.com$1,998,562$57,899 â–¼-2.8%9,5960.5%Retail/WholesaleFIRST TR EXCHNG TRADED FD VI$1,991,153$213,522 â–¼-9.7%75,7960.5%FT VEST LADTSLATesla$1,866,191$768,781 â–¼-29.2%5,0200.4%Auto/Tires/TrucksFMBFirst Trust Managed Municipal ETF$1,690,356$227,157 â–²15.5%33,3670.4%ManufacturingQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$1,568,301$716,027 â–¼-31.3%12,3510.4%ManufacturingXLKTechnology Select Sector SPDR Fund$1,552,047$63,794 â–²4.3%11,6780.4%ETFPFFiShares Preferred and Income Securities ETF$1,513,483$45,480 â–¼-2.9%49,9170.4%ETFNCANuveen California Municipal Va$1,406,113$603,816 â–²75.3%149,9060.3%FinanceARK ETF TR$1,390,128$89,692 â–²6.9%20,5670.3%INNOVATION ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,371,646$10,904 â–¼-0.8%40,3780.3%ETFNVDANVIDIA$1,204,463$59,822 â–¼-4.7%6,9060.3%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$1,148,852$63,396 â–²5.8%8,6260.3%ETFJNJJohnson & Johnson$1,135,483$65,758 â–¼-5.5%4,6450.3%MedicalGOOGLAlphabet$1,127,283$35,947 â–¼-3.1%3,9200.3%Computer and TechnologyXOMExxonMobil$1,109,486$523,099 â–²89.2%6,5390.3%EnergyBLACKROCK ETF TRUST II$1,108,692$570,307 â–²105.9%21,9850.3%ISHARES SHORT-TEIVViShares Core S&P 500 ETF$1,090,987$458,607 â–²72.5%1,6700.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$1,068,069$8,038 â–¼-0.7%17,6720.3%ManufacturingMETAMeta Platforms$1,027,098$35,476 â–¼-3.3%1,7950.2%Computer and TechnologyDVYiShares Select Dividend ETF$1,024,493$8,025 â–¼-0.8%6,7660.2%ETFCGMUCapital Group Municipal Income ETF$951,753$1,059 â–²0.1%35,0550.2%ETFETF SER SOLUTIONS$944,455$75,110 â–²8.6%8,8020.2%DEFIANCE QUANTUMCOSTCostco Wholesale$883,099$147,515 â–¼-14.3%8860.2%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$877,383$1,933 â–²0.2%9,9880.2%ManufacturingJEPIJPMorgan Equity Premium Income ETF$866,638$866,638 â–²New Holding15,2900.2%ETFTTTrane Technologies$852,825$2,084 â–²0.2%2,0460.2%ConstructionAMGNAmgen$818,825$19,705 â–¼-2.3%2,3270.2%MedicalAVGOBroadcom$762,002$4,333 â–¼-0.6%2,4620.2%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index Fund$757,416$157,681 â–¼-17.2%14,9100.2%ETFQWLDSPDR MSCI World StrategicFactors ETF$741,312$23,332 â–²3.2%5,1790.2%ETFPSKSPDR ICE Preferred Securities ETF$727,933$455,899 â–¼-38.5%23,6040.2%ETFFIDELITY COVINGTON TRUST$702,872$225,914 â–²47.4%13,7050.2%FUNDAMENTAL LARGJPMJPMorgan Chase & Co.$701,334$10,002 â–¼-1.4%2,3840.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$685,756$374,782 â–¼-35.3%7,3940.2%ETFXLFFinancial Select Sector SPDR Fund$637,923$239,943 â–¼-27.3%12,9210.2%ETFRDVYFirst Trust Rising Dividend Achievers ETF$621,519$16,934 â–¼-2.7%9,1020.1%ManufacturingCGDVCapital Group Dividend Value ETF$603,376$39,987 â–²7.1%14,1840.1%ETFIXUSiShares Core MSCI Total International Stock ETF$583,9540.0%6,7400.1%ManufacturingTSMTaiwan Semiconductor Manufacturing$575,689$7,775 â–²1.4%1,7030.1%Computer and TechnologyINTCIntel$536,708$2,206 â–¼-0.4%12,1620.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$500,154$70,230 â–²16.3%6,9650.1%EQUITY FOCUS ETFCMCCommercial Metals$491,4400.0%8,0000.1%Basic MaterialsCVXChevron$489,131$106,558 â–¼-17.9%2,3640.1%EnergyISHARES BITCOIN TRUST ETF$473,603$54,787 â–²13.1%12,3270.1%SHS BEN INTBRK.BBerkshire Hathaway$470,078$21,563 â–²4.8%9810.1%FinanceBUFRFT Vest Laddered Buffer ETF$439,9560.0%13,0280.1%ETFFPXFirst Trust US Equity Opportunities ETF$434,1850.0%2,7340.1%ETFHDHome Depot$434,140$118,402 â–¼-21.4%1,3200.1%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$431,281$5,693 â–²1.3%6,8940.1%ETFORealty Income$426,677$426,677 â–²New Holding6,9740.1%FinanceXMMOInvesco S&P MidCap Momentum ETF$423,337$31,181 â–²8.0%2,9190.1%ETFIWMiShares Russell 2000 ETF$417,984$3,473 â–¼-0.8%1,6850.1%FinanceVGTVanguard Information Technology ETF$414,155$17,431 â–²4.4%5940.1%ETFABBVAbbVie$407,753$18,050 â–¼-4.2%1,8750.1%MedicalAXPAmerican Express$403,767$18,449 â–¼-4.4%1,3350.1%FinanceFICOFair Isaac$359,7610.0%3370.1%Computer and TechnologyVVisa$357,8990.0%1,1840.1%Business ServicesIDViShares International Select Dividend ETF$340,4800.0%8,0000.1%ETFIYKiShares U.S. Consumer Staples ETF$325,830$52,519 â–¼-13.9%4,6530.1%ETFPGProcter & Gamble$325,345$71,946 â–¼-18.1%2,2520.1%Consumer StaplesMCDMcDonald's$313,684$50,674 â–¼-13.9%1,0090.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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