HoldingsChannel.com
Atlas Private Wealth Management Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 128,648 -3,433 $6,649
     LMBS128,648-3,433$6,649
APPLE INC COM 16,134 -80 $5,886
     AAPL16,134-80$5,886
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF (FPE) 228,151 +8,707 $4,203
     FPE228,151+8,707$4,203
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 54,270 +4,600 $2,985
     FMB54,270+4,600$2,985
ALPHABET INC CAP STK CL A 2,063 +10 $2,925
     GOOGL2,063+10$2,925
INVESCO QQQ TRUST 11,453 -521 $2,836
     QQQ11,453-521$2,836
ISHARES S&P 500 GROWTH ETF (IVW) 12,988 -854 $2,695
     IVW12,988-854$2,695
ISHARES CORE US AGGREGATE BOND ETF (AGG) 22,603 -3,513 $2,672
     AGG22,603-3,513$2,672
THERMO FISHER SCIENTIFIC INC COM 7,102 -240 $2,573
     TMO7,102-240$2,573
JOHNSON & JOHNSON COM 16,756 -580 $2,356
     JNJ16,756-580$2,356
FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF (FEMB) 65,418 -1,312 $2,262
     FEMB65,418-1,312$2,262
ADOBE INC COM 5,186 UNCH $2,258
     ADBE5,186UNCH$2,258
SPDR GOLD SHARES (GLD) 13,293 UNCH $2,225
     GLD13,293UNCH$2,225
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB) 104,941 +67,441 $2,108
     FUMB104,941+67,441$2,108
XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 62,636 -810 $1,893
     DBEF62,636-810$1,893
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 15,938 -1,521 $1,868
     VIG15,938-1,521$1,868
VISA INC COM CL A 9,459 +53 $1,827
     V9,459+53$1,827
UNITEDHEALTH GROUP INC COM 6,156 -19 $1,816
     UNH6,156-19$1,816
AMERICAN TOWER CORP NEW COM 6,715 +2 $1,736
     AMT6,715+2$1,736
HOME DEPOT INC COM 6,752 -147 $1,692
     HD6,752-147$1,692
VERIZON COMMUNICATIONS INC COM 27,967 -432 $1,542
     VZ27,967-432$1,542
JPMORGAN CHASE & CO COM 16,114 +106 $1,516
     JPM16,114+106$1,516
DISNEY WALT CO COM DISNEY 13,580 +200 $1,514
     DIS13,580+200$1,514
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 23,882 -412 $1,448
     USMV23,882-412$1,448
GREENE COUNTY BANCORP INC COM 62,500 UNCH $1,394
     GCBC62,500UNCH$1,394
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 44,251 +193 $1,342
     FVD44,251+193$1,342
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 15,767 -1,731 $1,297
     FTEC15,767-1,731$1,297
FACEBOOK INC CL A 5,628 -38 $1,278
     FB5,628-38$1,278
PROCTER AND GAMBLE CO COM 10,582 -396 $1,265
     PG10,582-396$1,265
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) 27,014 +14,888 $1,238
     HYLS27,014+14,888$1,238
VERISK ANALYTICS INC COM 7,253 UNCH $1,234
     VRSK7,253UNCH$1,234
ISHARES CORE S&P 500 ETF (IVV) 3,360 -181 $1,041
     IVV3,360-181$1,041
LINDE PLC SHS 4,861 +126 $1,031
     LIN4,861+126$1,031
STARBUCKS CORP COM 14,015 +334 $1,031
     SBUX14,015+334$1,031
DIGITAL RLTY TR INC COM 6,543 +3 $930
     DLR6,543+3$930
COMCAST CORP NEW CL A 23,771 +2 $927
     CMCSA23,771+2$927
FIRST TRUST RIVERFRONT DYNAMIC EMERGING MARKETS ETF (RFEM) 16,149 -271 $899
     RFEM16,149-271$899
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC) 17,808 -1,187 $886
     FHLC17,808-1,187$886
ECOLAB INC COM 4,392 +39 $874
     ECL4,392+39$874
EVEREST RE GROUP LTD COM 4,184 UNCH $863
     RE4,184UNCH$863
ISHARES SELECT DIVIDEND ETF (DVY) 10,454 -4,102 $844
     DVY10,454-4,102$844
ABBVIE INC COM 8,553 +4 $840
     ABBV8,553+4$840
AT&T INC COM 27,751 -419 $839
     T27,751-419$839
AMAZON COM INC COM 300 -60 $828
     AMZN300-60$828
MICROSOFT CORP COM 4,067 +9 $828
     MSFT4,067+9$828
WEST PHARMACEUTICAL SVSC INC COM 3,628 UNCH $824
     WST3,628UNCH$824
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 7,971 -792 $811
     MINT7,971-792$811
HONEYWELL INTL INC COM 5,527 +154 $799
     HON5,527+154$799
EXXON MOBIL CORP COM 16,479 -18 $737
     XOM16,479-18$737
CINTAS CORP COM 2,736 UNCH $729
     CTAS2,736UNCH$729

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 06/30/2020: $124,147
At 03/31/2020: $108,302

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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