HoldingsChannel.com
Atlas Private Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 132,081 +85,984 $6,736
     LMBS132,081+85,984$6,736
APPLE INC COM 16,214 +108 $4,123
     AAPL16,214+108$4,123
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE) 219,444 -1,721 $3,599
     FPE219,444-1,721$3,599
ISHARES CORE US AGGREGATE BOND ETF (AGG) 26,116 +269 $3,013
     AGG26,116+269$3,013
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 49,670 -450 $2,686
     FMB49,670-450$2,686
ALPHABET INC CAP STK CL A 2,053 +90 $2,385
     GOOGL2,053+90$2,385
ISHARES S&P 500 GROWTH ETF (IVW) 13,842 +221 $2,285
     IVW13,842+221$2,285
INVESCO QQQ TRUST 11,974 -321 $2,280
     QQQ11,974-321$2,280
JOHNSON & JOHNSON COM 17,336 +1,990 $2,273
     JNJ17,336+1,990$2,273
FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF (FEMB) 66,730 +7,597 $2,111
     FEMB66,730+7,597$2,111
THERMO FISHER SCIENTIFIC INC COM 7,342 +371 $2,082
     TMO7,342+371$2,082
SPDR GOLD SHARES (GLD) 13,293 +30 $1,968
     GLD13,293+30$1,968
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 17,459 -323 $1,805
     VIG17,459-323$1,805
X TRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 63,446 -96 $1,700
     DBEF63,446-96$1,700
ADOBE INC COM 5,186 +116 $1,650
     ADBE5,186+116$1,650
UNITEDHEALTH GROUP INC COM 6,175 +624 $1,540
     UNH6,175+624$1,540
VERIZON COMMUNICATIONS INC COM 28,399 +1,648 $1,526
     VZ28,399+1,648$1,526
VISA INC COM CL A 9,406 +18 $1,515
     V9,406+18$1,515
AMERICAN TOWER CORP NEW COM 6,713 +233 $1,462
     AMT6,713+233$1,462
GREENE COUNTY BANCORP INC COM 62,500 UNCH $1,460
     GCBC62,500UNCH$1,460
JPMORGAN CHASE & CO COM 16,008 +1,931 $1,441
     JPM16,008+1,931$1,441
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 24,294 +788 $1,312
     USMV24,294+788$1,312
DISNEY WALT CO COM DISNEY 13,380 +516 $1,293
     DIS13,380+516$1,293
HOME DEPOT INC COM 6,899 +688 $1,288
     HD6,899+688$1,288
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 44,058 +2,212 $1,220
     FVD44,058+2,212$1,220
PROCTER & GAMBLE CO COM 10,978 +467 $1,208
     PG10,978+467$1,208
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 17,498 -98 $1,097
     FTEC17,498-98$1,097
ISHARES SELECT DIVIDEND ETF (DVY) 14,556 -5,526 $1,070
     DVY14,556-5,526$1,070
VERISK ANALYTICS INC COM 7,253 +88 $1,011
     VRSK7,253+88$1,011
FACEBOOK INC CL A 5,666 +589 $945
     FB5,666+589$945
ISHARES CORE S&P 500 ETF (IVV) 3,541 -187 $915
     IVV3,541-187$915
DIGITAL RLTY TR INC COM 6,540 +446 $908
     DLR6,540+446$908
STARBUCKS CORP COM 13,681 -810 $899
     SBUX13,681-810$899
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 8,763 UNCH $867
     MINT8,763UNCH$867
AT&T INC COM 28,170 +32 $821
     T28,170+32$821
LINDE PLC SHS 4,735 +1,353 $819
     LIN4,735+1,353$819
COMCAST CORP NEW CL A 23,769 +14,914 $817
     CMCSA23,769+14,914$817
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) 18,995 -358 $816
     FHLC18,995-358$816
EVEREST RE GROUP LTD COM 4,184 UNCH $805
     RE4,184UNCH$805
FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF (RFEM) 16,420 +1,305 $786
     RFEM16,420+1,305$786
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB) 37,500 +37,500 $754
     FUMB37,500+37,500$754
TEMPLETON GLOBAL INCOME FD COM 140,595 +8,297 $752
     GIM140,595+8,297$752
HONEYWELL INTL INC COM 5,373 +159 $719
     HON5,373+159$719
ISHARES FLOATING RATE BOND ETF (FLOT) 14,630 -338 $713
     FLOT14,630-338$713
AMAZON COM INC COM 360 +86 $702
     AMZN360+86$702
ECOLAB INC COM 4,353 +1,709 $678
     ECL4,353+1,709$678
ABBVIE INC COM 8,549 -6 $651
     ABBV8,549-6$651
MICROSOFT CORP COM 4,058 +154 $640
     MSFT4,058+154$640
EXXON MOBIL CORP COM 16,497 -516 $626
     XOM16,497-516$626
CVS HEALTH CORP COM 10,507 -500 $623
     CVS10,507-500$623

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

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

Size ($ in 1000's)
At 03/31/2020: $108,302
At 12/31/2019: $130,187

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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