HoldingsChannel.com
Atlas Private Wealth Management Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 94,667 +94,667 $5,254
     CWB94,667+94,667$5,254
APPLE INC COM 16,106 +16,106 $4,730
     AAPL16,106+16,106$4,730
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE) 221,165 +221,165 $4,439
     FPE221,165+221,165$4,439
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 25,847 +25,847 $2,904
     AGG25,847+25,847$2,904
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 50,120 +50,120 $2,784
     FMB50,120+50,120$2,784
ISHARES S&P 500 GROWTH ETF (IVW) 13,621 +13,621 $2,638
     IVW13,621+13,621$2,638
ALPHABET INC CAP STK CL A 1,963 +1,963 $2,629
     GOOGL1,963+1,963$2,629
INVESCO QQQ TRUST 12,295 +12,295 $2,614
     QQQ12,295+12,295$2,614
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 46,097 +46,097 $2,388
     LMBS46,097+46,097$2,388
FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF (FEMB) 59,133 +59,133 $2,310
     FEMB59,133+59,133$2,310
THERMO FISHER SCIENTIFIC INC COM 6,971 +6,971 $2,265
     TMO6,971+6,971$2,265
JOHNSON & JOHNSON COM 15,346 +15,346 $2,239
     JNJ15,346+15,346$2,239
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 17,782 +17,782 $2,217
     VIG17,782+17,782$2,217
X TRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 63,542 +63,542 $2,146
     DBEF63,542+63,542$2,146
ISHARES SELECT DIVIDEND ETF (DVY) 20,082 +20,082 $2,122
     DVY20,082+20,082$2,122
JPMORGAN CHASE & CO COM 14,077 +14,077 $1,962
     JPM14,077+14,077$1,962
SPDR GOLD SHARES (GLD) 13,263 +13,263 $1,895
     GLD13,263+13,263$1,895
DISNEY WALT CO COM DISNEY 12,864 +12,864 $1,861
     DIS12,864+12,864$1,861
GREENE COUNTY BANCORP INC COM 62,500 +62,500 $1,799
     GCBC62,500+62,500$1,799
VISA INC COM CL A 9,388 +9,388 $1,764
     V9,388+9,388$1,764
ADOBE INC COM 5,070 +5,070 $1,672
     ADBE5,070+5,070$1,672
VERIZON COMMUNICATIONS INC COM 26,751 +26,751 $1,643
     VZ26,751+26,751$1,643
UNITEDHEALTH GROUP INC COM 5,551 +5,551 $1,632
     UNH5,551+5,551$1,632
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 23,506 +23,506 $1,542
     USMV23,506+23,506$1,542
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 41,846 +41,846 $1,508
     FVD41,846+41,846$1,508
AMERICAN TOWER CORP NEW COM 6,480 +6,480 $1,489
     AMT6,480+6,480$1,489
HOME DEPOT INC COM 6,211 +6,211 $1,356
     HD6,211+6,211$1,356
PROCTER & GAMBLE CO COM 10,511 +10,511 $1,313
     PG10,511+10,511$1,313
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 17,596 +17,596 $1,275
     FTEC17,596+17,596$1,275
STARBUCKS CORP COM 14,491 +14,491 $1,274
     SBUX14,491+14,491$1,274
ISHARES CORE S&P 500 ETF (IVV) 3,728 +3,728 $1,205
     IVV3,728+3,728$1,205
EXXON MOBIL CORP COM 17,013 +17,013 $1,187
     XOM17,013+17,013$1,187
EVEREST RE GROUP LTD COM 4,184 +4,184 $1,158
     RE4,184+4,184$1,158
AT&T INC COM 28,138 +28,138 $1,100
     T28,138+28,138$1,100
VERISK ANALYTICS INC COM 7,165 +7,165 $1,070
     VRSK7,165+7,165$1,070
FACEBOOK INC CL A 5,077 +5,077 $1,042
     FB5,077+5,077$1,042
FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF (RFEM) 15,115 +15,115 $979
     RFEM15,115+15,115$979
BOEING CO COM 2,957 +2,957 $963
     BA2,957+2,957$963
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) 19,353 +19,353 $963
     FHLC19,353+19,353$963
HONEYWELL INTL INC COM 5,214 +5,214 $923
     HON5,214+5,214$923
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 8,763 +8,763 $890
     MINT8,763+8,763$890
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 25,635 +25,635 $861
     IDV25,635+25,635$861
CVS HEALTH CORP COM 11,007 +11,007 $818
     CVS11,007+11,007$818
TEMPLETON GLOBAL INCOME FD COM 132,298 +132,298 $811
     GIM132,298+132,298$811
DELTA AIR LINES INC DEL COM NEW 13,517 +13,517 $791
     DAL13,517+13,517$791
ONEOK INC NEW COM 10,386 +10,386 $786
     OKE10,386+10,386$786
TRAVELERS COMPANIES INC COM 5,606 +5,606 $768
     TRV5,606+5,606$768
ISHARES FLOATING RATE BOND ETF (FLOT) 14,968 +14,968 $762
     FLOT14,968+14,968$762
ABBVIE INC COM 8,555 +8,555 $758
     ABBV8,555+8,555$758
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 3,175 +3,175 $756
     IJK3,175+3,175$756

See Full List: All Stocks Held By Atlas Private Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Atlas Private Wealth Management

Size ($ in 1000's)
At 12/31/2019: $130,187
At 09/30/2019: $0

Atlas Private Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas Private Wealth Management 13F filings. Link to 13F filings: SEC filings

Atlas Private Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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