All Stocks Held By Atlas Private Wealth Management

As of 03/31/2024, we find all stocks held by Atlas Private Wealth Management LLC to be as follows, presented in the table below with each row detailing each Atlas Private Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Atlas Private Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Atlas Private Wealth Management LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY)	111,804	+9,842	$9,143
SHY	111,804	+9,842	$9,143
JPMORGAN ULTRA SHORT MUNICIPAL INCOME ETF (JMST)	168,211	+6,150	$8,535
JMST	168,211	+6,150	$8,535
ISHARES YIELD OPTIMIZED BOND ETF (BYLD)	377,165	+20,076	$8,434
BYLD	377,165	+20,076	$8,434
FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS)	159,628	+1,614	$7,702
LMBS	159,628	+1,614	$7,702
APPLE INC COM	43,307	-2,376	$7,426
AAPL	43,307	-2,376	$7,426
SPDR S&P 500 ETF TRUST (SPY)	13,711	-632	$7,172
SPY	13,711	-632	$7,172
INVESCO S&P MIDCAP QUALITY ETF (XMHQ)	60,705	+4,272	$6,681
XMHQ	60,705	+4,272	$6,681
ALPHABET INC CAP STK CL A	42,896	+2,720	$6,474
GOOGL	42,896	+2,720	$6,474
JPMORGAN CHASE & CO COM	29,624	+718	$5,934
JPM	29,624	+718	$5,934
JPMORGAN MUNICIPAL ETF (JMUB)	115,801	+5,863	$5,876
JMUB	115,801	+5,863	$5,876
ISHARES CORE MSCI EAFE ETF (IEFA)	67,704	+16,398	$5,025
IEFA	67,704	+16,398	$5,025
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG)	47,397	+13,524	$4,642
AGG	47,397	+13,524	$4,642
ISHARES CORE S&P 500 ETF (IVV)	8,538	+99	$4,489
IVV	8,538	+99	$4,489
JOHNSON & JOHNSON COM	28,233	+2,516	$4,466
JNJ	28,233	+2,516	$4,466
FIRST TRUST PREFERRED SECURITIES & INCOME ETF (FPE)	255,143	+3,083	$4,419
FPE	255,143	+3,083	$4,419
FIDELITY TOTAL BOND ETF (FBND)	86,791	+33,034	$3,932
FBND	86,791	+33,034	$3,932
UNITEDHEALTH GROUP INC COM	7,886	+632	$3,901
UNH	7,886	+632	$3,901
THERMO FISHER SCIENTIFIC INC COM	6,641	+116	$3,860
TMO	6,641	+116	$3,860
ISHARES S&P 500 GROWTH ETF (IVW)	45,084	+659	$3,807
IVW	45,084	+659	$3,807
HOME DEPOT INC COM	9,820	+717	$3,767
HD	9,820	+717	$3,767
ISHARES MSCI EAFE GROWTH ETF (EFG)	36,277	+9,134	$3,765
EFG	36,277	+9,134	$3,765
META PLATFORMS INC CL A	7,436	+681	$3,611
META	7,436	+681	$3,611
BERKSHIRE HATHAWAY INC DEL CL B NEW			$3,596
BRK.B	8,552	+1,263	$3,596
VISA INC COM CL A	11,535	+805	$3,219
V	11,535	+805	$3,219
INVESCO QQQ TRUST SERIES I	6,967	-67	$3,093
QQQ	6,967	-67	$3,093
MICROSOFT CORP COM	7,158	-143	$3,011
MSFT	7,158	-143	$3,011
ADOBE INC COM	5,468	+260	$2,759
ADBE	5,468	+260	$2,759
HONEYWELL INTL INC COM	12,988	+1,503	$2,666
HON	12,988	+1,503	$2,666
BROADRIDGE FINL SOLUTIONS INC COM	12,376	+1,157	$2,535
BR	12,376	+1,157	$2,535
PROCTER AND GAMBLE CO COM	15,401	+1,337	$2,499
PG	15,401	+1,337	$2,499
LINDE PLC SHS	5,305	+411	$2,463
LIN	5,305	+411	$2,463
DIGITAL RLTY TR INC COM	16,552	+2,242	$2,384
DLR	16,552	+2,242	$2,384
SHERWIN WILLIAMS CO COM	6,777	+481	$2,354
SHW	6,777	+481	$2,354
PHILLIPS 66 COM	14,171	+1,725	$2,315
PSX	14,171	+1,725	$2,315
AMERICAN TOWER CORP NEW COM	10,859	+1,704	$2,146
AMT	10,859	+1,704	$2,146
ISHARES CORE S&P US VALUE ETF (IUSV)	23,726	-2,087	$2,146
IUSV	23,726	-2,087	$2,146
MORGAN STANLEY COM NEW	21,824	+1,913	$2,055
MS	21,824	+1,913	$2,055
ISHARES CORE S&P SMALL CAP ETF (IJR)	17,908	+4,386	$1,979
IJR	17,908	+4,386	$1,979
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)	23,446	-1,619	$1,960
USMV	23,446	-1,619	$1,960
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD)	46,122	+6,082	$1,948
FVD	46,122	+6,082	$1,948
ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT)	48,986	+406	$1,943
IQLT	48,986	+406	$1,943
SPDR GOLD SHARES (GLD)	9,103	UNCH	$1,873
GLD	9,103	UNCH	$1,873
STARBUCKS CORP COM	19,839	+2,346	$1,813
SBUX	19,839	+2,346	$1,813
DISNEY WALT CO COM	14,559	+2,009	$1,781
DIS	14,559	+2,009	$1,781
MASTERCARD INCORPORATED CL A	3,674	+299	$1,769
MA	3,674	+299	$1,769
PEPSICO INC COM	10,025	+39	$1,754
PEP	10,025	+39	$1,754
S&P GLOBAL INC COM	4,063	+245	$1,729
SPGI	4,063	+245	$1,729
INTERCONTINENTAL EXCHANGE INC COM (ICE)	12,392	+1,099	$1,703
ICE	12,392	+1,099	$1,703
AMERICAN WTR WKS CO INC NEW COM	13,862	+2,042	$1,694
AWK	13,862	+2,042	$1,694
EXXON MOBIL CORP COM	14,044	-124	$1,633
XOM	14,044	-124	$1,633
JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA)	32,549	-6,940	$1,579
VNLA	32,549	-6,940	$1,579
DANAHER CORPORATION COM	6,268	+608	$1,565
DHR	6,268	+608	$1,565
ISHARES SELECT DIVIDEND ETF (DVY)	12,611	-4,605	$1,553
DVY	12,611	-4,605	$1,553
VERISK ANALYTICS INC COM	6,256	+662	$1,475
VRSK	6,256	+662	$1,475
SHELL PLC SPON ADS	21,620	+436	$1,449
SHEL	21,620	+436	$1,449
WEST PHARMACEUTICAL SVSC INC COM	3,636	UNCH	$1,439
WST	3,636	UNCH	$1,439
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC)	9,008	-425	$1,404
FTEC	9,008	-425	$1,404
VANGUARD MID CAP ETF (VO)	5,584	+2,234	$1,395
VO	5,584	+2,234	$1,395
DIAGEO PLC SPON ADR NEW	9,276	+1,847	$1,380
DEO	9,276	+1,847	$1,380
MCCORMICK & CO INC COM NON VTG	17,864	+2,543	$1,372
MKC	17,864	+2,543	$1,372
ISHARES S&P MID CAP 400 GROWTH ETF (IJK)	14,884	+1,186	$1,358
IJK	14,884	+1,186	$1,358
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS)	13,188	-3,281	$1,355
IJS	13,188	-3,281	$1,355
CINTAS CORP COM	1,903	+1	$1,308
CTAS	1,903	+1	$1,308
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS)	31,084	+131	$1,282
HYLS	31,084	+131	$1,282
SCHLUMBERGER LTD COM STK	23,213	+4,406	$1,272
SLB	23,213	+4,406	$1,272
FRANKLIN DYNAMIC MUNICIPAL BOND ETF (FLMI)	47,589	+1,039	$1,167
FLMI	47,589	+1,039	$1,167
COMCAST CORP NEW CL A	26,837	+763	$1,163
CMCSA	26,837	+763	$1,163
CHUBB LIMITED COM	4,327	+151	$1,121
CB	4,327	+151	$1,121
VANGUARD DIVIDEND APPRECIATION ETF (VIG)	6,018	-29	$1,099
VIG	6,018	-29	$1,099
PARKER HANNIFIN CORP COM	1,965	+86	$1,092
PH	1,965	+86	$1,092
AMAZON COM INC COM	5,897	+163	$1,064
AMZN	5,897	+163	$1,064
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	25,158	-1,431	$1,051
VWO	25,158	-1,431	$1,051
WATSCO INC COM	2,404	+37	$1,038
WSO	2,404	+37	$1,038
MARSH & MCLENNAN COS INC COM	4,905	+757	$1,010
MMC	4,905	+757	$1,010
ABBVIE INC COM	5,512	-163	$1,004
ABBV	5,512	-163	$1,004
MERCK & CO INC COM	7,030	+61	$928
MRK	7,030	+61	$928
ILLINOIS TOOL WKS INC COM	3,162	+46	$849
ITW	3,162	+46	$849
EVEREST GROUP LTD COM	2,098	UNCH	$834
EG	2,098	UNCH	$834
VANECK LOW CARBON ENERGY ETF (SMOG)	8,076	UNCH	$794
SMOG	8,076	UNCH	$794
CATERPILLAR INC COM	2,067	UNCH	$757
CAT	2,067	UNCH	$757
IQVIA HLDGS INC COM	2,952	+2	$747
IQV	2,952	+2	$747
ISHARES CORE S&P MID CAP ETF (IJH)	11,794	+11,794	$716
IJH	11,794	+11,794	$716
MCDONALDS CORP COM	2,510	+114	$708
MCD	2,510	+114	$708
PHILIP MORRIS INTL INC COM	7,660	-36	$702
PM	7,660	-36	$702
CHEVRON CORP NEW COM	4,336	-94	$684
CVX	4,336	-94	$684
RTX CORPORATION COM	6,801	-89	$663
RTX	6,801	-89	$663
TEXAS INSTRS INC COM	3,702	+191	$645
TXN	3,702	+191	$645
UNITED PARCEL SERVICE INC CL B	4,277	+341	$636
UPS	4,277	+341	$636
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF (FCOM)	12,686	+119	$629
FCOM	12,686	+119	$629
CISCO SYS INC COM	11,648	-975	$581
CSCO	11,648	-975	$581
NVIDIA CORPORATION COM	627	-25	$567
NVDA	627	-25	$567
ONEOK INC NEW COM	6,619	-495	$531
OKE	6,619	-495	$531
SCHWAB CHARLES CORP COM	6,625	+626	$479
SCHW	6,625	+626	$479
BECTON DICKINSON & CO COM	1,910	+135	$473
BDX	1,910	+135	$473
CHIPOTLE MEXICAN GRILL INC COM	159	UNCH	$462
CMG	159	UNCH	$462
BROADSTONE NET LEASE INC COM	26,844	UNCH	$421
BNL	26,844	UNCH	$421
BOEING CO COM	2,118	-22	$409
BA	2,118	-22	$409
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE TRADED FUND PIMCO INTERME (MUNI)	7,780	+7,780	$408
MUNI	7,780	+7,780	$408
ELI LILLY & CO COM	460	-14	$358
LLY	460	-14	$358
ALPHABET INC CAP STK CL C	2,256	-21	$343
GOOG	2,256	-21	$343
NORFOLK SOUTHN CORP COM	1,230	UNCH	$313
NSC	1,230	UNCH	$313
DEVON ENERGY CORP NEW COM	6,153	+5	$309
DVN	6,153	+5	$309
FEDEX CORP COM	997	-9	$289
FDX	997	-9	$289
CVS HEALTH CORP COM	3,598	-595	$287
CVS	3,598	-595	$287
CARRIER GLOBAL CORPORATION COM	4,697	-135	$273
CARR	4,697	-135	$273
AIR PRODS & CHEMS INC COM	1,103	-17	$267
APD	1,103	-17	$267
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF (HYMB)	10,200	+10,200	$262
HYMB	10,200	+10,200	$262
FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC)	3,648	+10	$255
FHLC	3,648	+10	$255
COSTCO WHSL CORP NEW COM	339	+5	$248
COST	339	+5	$248
ROSS STORES INC COM	1,683	+3	$247
ROST	1,683	+3	$247
BRISTOL MYERS SQUIBB CO COM	4,537	+10	$246
BMY	4,537	+10	$246
LOWES COS INC COM	957	+957	$244
LOW	957	+957	$244
OTIS WORLDWIDE CORP COM	2,371	+5	$235
OTIS	2,371	+5	$235
SPDR S&P DIVIDEND ETF (SDY)	1,701	UNCH	$223
SDY	1,701	UNCH	$223
VANGUARD GROWTH ETF (VUG)	648	UNCH	$223
VUG	648	UNCH	$223
COGNIZANT TECHNOLOGY SOLUTIONS CL A	3,027	UNCH	$222
CTSH	3,027	UNCH	$222
ALTRIA GROUP INC COM	4,901	-400	$214
MO	4,901	-400	$214
ADVANCED MICRO DEVICES INC COM	1,130	+1,130	$204
AMD	1,130	+1,130	$204
AMGEN INC COM	718	+3	$204
AMGN	718	+3	$204
ISHARES US INFRASTRUCTURE ETF			$0 (exited)
IFRA	0	-18,846	$0
ISHARES GLOBAL INFRASTRUCTURE ETF			$0 (exited)
IGF	0	-6,517	$0
TRICO BANCSHARES COM	0	-8,109	$0 (exited)
TCBK	0	-8,109	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IJH	+11,794	+$716
MUNI	+7,780	+$408
HYMB	+10,200	+$262
LOW	+957	+$244
AMD	+1,130	+$204

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IFRA	-18,846	-$759
TCBK	-8,109	-$348
IGF	-6,517	-$307

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FBND	+33,034	+$1,457
BYLD	+20,076	+$425
IEFA	+16,398	+$1,416
AGG	+13,524	+$1,280
SHY	+9,842	+$778
EFG	+9,134	+$1,136
JMST	+6,150	+$312
FVD	+6,082	+$324
JMUB	+5,863	+$274
SLB	+4,406	+$293

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VNLA	-6,940	-$329
DVY	-4,605	-$465
IJS	-3,281	-$342
AAPL	-2,376	-$1,369
IUSV	-2,087	-$31
USMV	-1,619	+$4
VWO	-1,431	-$42
CSCO	-975	-$57
SPY	-632	+$355

Atlas Private Wealth Management LLC Info

Size ($ in 1000's)
At 03/31/2024: $237,965
At 12/31/2023: $212,724

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

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