StockDriftsStockDriftsTop 50 Atlas Private Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 3.84% | 111.8K | $9.1M | +9.65%(+9.84K) | — | 2024-03-31 | |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 3.59% | 168.2K | $8.5M | +3.79%(+6.15K) | — | 2024-03-31 | |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETF | 3.54% | 377.2K | $8.4M | +5.62%(+20.08K) | — | 2024-03-31 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 3.24% | 159.6K | $7.7M | +1.02%(+1.61K) | — | 2024-03-31 | |
| AAPL | APPLE INC COM | 3.12% | 43.3K | $7.4M | -5.20%(-2.38K) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TRUST | 3.01% | 13.7K | $7.2M | -4.41%(-632) | — | 2024-03-31 | |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 2.81% | 60.7K | $6.7M | +7.57%(+4.27K) | — | 2024-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.72% | 42.9K | $6.5M | +6.77%(+2.72K) | — | 2024-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.49% | 29.6K | $5.9M | +2.48%(+718) | — | 2024-03-31 | |
| JMUB | JPMORGAN MUNICIPAL ETF | 2.47% | 115.8K | $5.9M | +5.33%(+5.86K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Atlas Private Wealth Management, Llc reports $237.96M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are SHY (3.8%), JMST (3.6%) and BYLD (3.5%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Private Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800369). View Atlas Private Wealth Management, Llc’s 13F filings on SEC