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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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