Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlas Private Wealth Management, LLC (CIK 1800369) reported $238.0M across 119 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: SHY ($9.1M, 3.84%), JMST ($8.5M, 3.59%), BYLD ($8.4M, 3.54%), LMBS ($7.7M, 3.24%), AAPL ($7.4M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $9.1M | 3.84% | 111,804 | Added |
| 2 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $8.5M | 3.59% | 168,211 | Added |
| 3 | BYLD | ISHARES YIELD OPTIMIZED BOND ETF | $8.4M | 3.54% | 377,165 | Added |
| 4 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $7.7M | 3.24% | 159,628 | Added |
| 5 | AAPL | APPLE INC COM | $7.4M | 3.12% | 43,307 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TRUST | $7.2M | 3.01% | 13,711 | Trimmed |
| 7 | XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $6.7M | 2.81% | 60,705 | Added |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $6.5M | 2.72% | 42,896 | Added |
| 9 | JPM | JPMORGAN CHASE & CO COM | $5.9M | 2.49% | 29,624 | Added |
| 10 | JMUB | JPMORGAN MUNICIPAL ETF | $5.9M | 2.47% | 115,801 | Added |
| 11 | IEFA | ISHARES CORE MSCI EAFE ETF | $5.0M | 2.11% | 67,704 | Added |
| 12 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.6M | 1.95% | 47,397 | Added |
| 13 | IVV | ISHARES CORE S&P 500 ETF | $4.5M | 1.89% | 8,538 | Added |
| 14 | JNJ | JOHNSON & JOHNSON COM | $4.5M | 1.88% | 28,233 | Added |
| 15 | FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $4.4M | 1.86% | 255,143 | Added |
| 16 | FBND | FIDELITY TOTAL BOND ETF | $3.9M | 1.65% | 86,791 | Added |
| 17 | UNH | UNITEDHEALTH GROUP INC COM | $3.9M | 1.64% | 7,886 | Added |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC COM | $3.9M | 1.62% | 6,641 | Added |
| 19 | IVW | ISHARES S&P 500 GROWTH ETF | $3.8M | 1.60% | 45,084 | Added |
| 20 | EFG | ISHARES MSCI EAFE GROWTH ETF | $3.8M | 1.58% | 36,277 | Added |
| 21 | HD | HOME DEPOT INC COM | $3.8M | 1.58% | 9,820 | Added |
| 22 | META | META PLATFORMS INC CL A | $3.6M | 1.52% | 7,436 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.6M | 1.51% | 8,552 | Added |
| 24 | V | VISA INC COM CL A | $3.2M | 1.35% | 11,535 | Added |
| 25 | QQQ | INVESCO QQQ TRUST SERIES I | $3.1M | 1.30% | 6,967 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31