HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPMD) |
1,126,638 | -129,915 | $54,890 |
| SPMD | 1,126,638 | -129,915 | $54,890 |
| SPDR S&P 500 ETF TR (SPY) |
105,787 | +24,082 | $50,298 |
| SPY | 105,787 | +24,082 | $50,298 |
| SPDR SER TR (SPSM) |
1,176,070 | +349,188 | $49,606 |
| SPSM | 1,176,070 | +349,188 | $49,606 |
| INVESCO QQQ TR |
111,768 | +22,174 | $45,790 |
| QQQ | 111,768 | +22,174 | $45,790 |
| SPDR SER TR (SPHY) |
1,503,264 | +426,440 | $35,146 |
| SPHY | 1,503,264 | +426,440 | $35,146 |
| SPDR INDEX SHS FDS (SPDW) |
855,594 | +322,599 | $29,099 |
| SPDW | 855,594 | +322,599 | $29,099 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
59,812 | +59,812 | $22,541 |
| DIA | 59,812 | +59,812 | $22,541 |
| APPLE INC |
103,965 | -32 | $20,017 |
| AAPL | 103,965 | -32 | $20,017 |
| INVESCO EXCHANGE TRADED FD T (PWV) |
390,881 | -373,249 | $19,834 |
| PWV | 390,881 | -373,249 | $19,834 |
| INVESCO EXCHANGE TRADED FD T (PFM) |
482,826 | -454,845 | $19,260 |
| PFM | 482,826 | -454,845 | $19,260 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
92,891 | +58,501 | $14,658 |
| RSP | 92,891 | +58,501 | $14,658 |
| SPDR INDEX SHS FDS (SPEM) |
382,433 | -219,309 | $13,542 |
| SPEM | 382,433 | -219,309 | $13,542 |
| GLOBAL X FDS |
489,513 | -21,941 | $8,488 |
| QYLD | 489,513 | -21,941 | $8,488 |
| FIRST TR EXCH TRADED FD III (FMHI) |
164,696 | -3,517 | $7,853 |
| FMHI | 164,696 | -3,517 | $7,853 |
| SPDR SER TR (PSK) |
218,570 | +218,570 | $7,327 |
| PSK | 218,570 | +218,570 | $7,327 |
| SPDR SER TR (BILS) |
73,798 | +73,798 | $7,316 |
| BILS | 73,798 | +73,798 | $7,316 |
| MICROSOFT CORP |
18,444 | -425 | $6,937 |
| MSFT | 18,444 | -425 | $6,937 |
| FIRST TR EXCH TRADED FD III (FMB) |
97,843 | -5,104 | $5,055 |
| FMB | 97,843 | -5,104 | $5,055 |
| GLOBAL X FDS |
292,168 | -2,947 | $4,891 |
| RYLD | 292,168 | -2,947 | $4,891 |
| AMAZON COM INC |
24,628 | -200 | $3,742 |
| AMZN | 24,628 | -200 | $3,742 |
| JOHNSON & JOHNSON |
22,279 | -11,831 | $3,492 |
| JNJ | 22,279 | -11,831 | $3,492 |
| TESLA INC |
13,500 | +836 | $3,354 |
| TSLA | 13,500 | +836 | $3,354 |
| ALPHABET INC |
21,614 | +472 | $3,046 |
| GOOG | 21,614 | +472 | $3,046 |
| ISHARES TR (PFF) |
94,602 | +446 | $2,951 |
| PFF | 94,602 | +446 | $2,951 |
| HOME DEPOT INC |
8,094 | +4 | $2,806 |
| HD | 8,094 | +4 | $2,806 |
| ISHARES TR (HDV) |
26,590 | -1,063 | $2,712 |
| HDV | 26,590 | -1,063 | $2,712 |
| MERCK & CO INC |
22,407 | -14,437 | $2,443 |
| MRK | 22,407 | -14,437 | $2,443 |
| SELECT SECTOR SPDR TR (XLK) |
12,510 | +1,906 | $2,408 |
| XLK | 12,510 | +1,906 | $2,408 |
| ISHARES TR (DVY) |
20,513 | -2,486 | $2,404 |
| DVY | 20,513 | -2,486 | $2,404 |
| ISHARES TR (USMV) |
30,798 | -2,210 | $2,403 |
| USMV | 30,798 | -2,210 | $2,403 |
| PROCTER AND GAMBLE CO |
16,089 | -57 | $2,358 |
| PG | 16,089 | -57 | $2,358 |
| MCDONALDS CORP |
7,854 | -123 | $2,328 |
| MCD | 7,854 | -123 | $2,328 |
| COCA COLA CO |
36,912 | -1,462 | $2,176 |
| KO | 36,912 | -1,462 | $2,176 |
| FIRST TR EXCHANGE TRADED FD (FV) |
41,136 | +4,922 | $2,121 |
| FV | 41,136 | +4,922 | $2,121 |
| VERIZON COMMUNICATIONS INC |
53,990 | -33,321 | $2,035 |
| VZ | 53,990 | -33,321 | $2,035 |
| CLOROX CO DEL |
14,051 | -234 | $2,004 |
| CLX | 14,051 | -234 | $2,004 |
| PEPSICO INC |
10,722 | -1,908 | $1,821 |
| PEP | 10,722 | -1,908 | $1,821 |
| PHILIP MORRIS INTL INC |
19,115 | -363 | $1,798 |
| PM | 19,115 | -363 | $1,798 |
| NVIDIA CORPORATION |
3,626 | +261 | $1,795 |
| NVDA | 3,626 | +261 | $1,795 |
| AT&T INC |
102,884 | -11,491 | $1,726 |
| T | 102,884 | -11,491 | $1,726 |
| CHEVRON CORP NEW |
11,562 | -48 | $1,725 |
| CVX | 11,562 | -48 | $1,725 |
| EXXON MOBIL CORP |
17,056 | -2,483 | $1,705 |
| XOM | 17,056 | -2,483 | $1,705 |
| META PLATFORMS INC |
4,776 | -1,110 | $1,691 |
| META | 4,776 | -1,110 | $1,691 |
| AMGEN INC |
5,514 | +38 | $1,588 |
| AMGN | 5,514 | +38 | $1,588 |
| PFIZER INC |
54,389 | -3,780 | $1,566 |
| PFE | 54,389 | -3,780 | $1,566 |
| JPMORGAN CHASE & CO |
8,982 | +1 | $1,528 |
| JPM | 8,982 | +1 | $1,528 |
| COSTCO WHSL CORP NEW |
2,006 | +38 | $1,324 |
| COST | 2,006 | +38 | $1,324 |
| ISHARES TR (IVV) |
2,707 | -165 | $1,293 |
| IVV | 2,707 | -165 | $1,293 |
| ISHARES TR (AGG) |
12,860 | -31,128 | $1,276 |
| AGG | 12,860 | -31,128 | $1,276 |
| ALPHABET INC |
8,626 | -388 | $1,205 |
| GOOGL | 8,626 | -388 | $1,205 |
See Full List: All Stocks Held By Atlas Private Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atlas Private Wealth Advisors
|
Size ($ in 1000's)
At 12/31/2023: $537,919 At 09/30/2023: $528,999 Atlas Private Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas Private Wealth Advisors 13F filings. Link to 13F filings: SEC filings |
