Atlas Private Wealth Advisors Diversified Active

CIK: 0001814234 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $705,173 (100.0% shares, 0.0% debt)

Holdings (170)

SPMD SPDR SER TR 10.1%
Value ($000) $71,374 Shares 1,305,071 Est. Cost $47.52 Unrealized
SPSM SPDR SER TR 9.5%
Value ($000) $67,151 Shares 1,494,908 Est. Cost $40.86 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 7.3%
Value ($000) $51,237 Shares 292,368 Est. Cost $161.59 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 5.3%
Value ($000) $37,654 Shares 88,445 Est. Cost $393.67 Unrealized
IEF ISHARES TR 5.2%
Value ($000) $36,762 Shares 397,633 Est. Cost $94.24 Unrealized
SPDW SPDR INDEX SHS FDS 4.1%
Value ($000) $29,158 Shares 854,327 Est. Cost $34.11 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $24,394 Shares 97,411 Est. Cost $161.90 Unrealized +44.8%
QQEW FIRST TR NAS100 EQ WEIGHTED 3.3%
Value ($000) $23,497 Shares 187,981 Est. Cost $123.61 Unrealized
SPHY SPDR SER TR 3.2%
Value ($000) $22,887 Shares 975,143 Est. Cost $22.99 Unrealized
DGRO ISHARES TR 2.7%
Value ($000) $18,797 Shares 306,415 Est. Cost $58.50 Unrealized
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $18,687 Shares 31,882 Est. Cost $502.78 Unrealized
JAAA JANUS DETROIT STR TR 2.6%
Value ($000) $18,262 Shares 360,105 Est. Cost $50.85 Unrealized
XLF SELECT SECTOR SPDR TR 2.3%
Value ($000) $16,458 Shares 340,496 Est. Cost $41.97 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $15,774 Shares 277,302 Est. Cost $50.89 Unrealized
PSK SPDR SER TR 2.2%
Value ($000) $15,217 Shares 461,256 Est. Cost $34.98 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 2.1%
Value ($000) $14,854 Shares 621,772 Est. Cost $23.68 Unrealized
QQQ INVESCO QQQ TR 1.7%
Value ($000) $12,264 Shares 23,983 Est. Cost $423.54 Unrealized
SPEM SPDR INDEX SHS FDS 1.6%
Value ($000) $11,568 Shares 301,469 Est. Cost $37.83 Unrealized
QYLD GLOBAL X FDS 1.5%
Value ($000) $10,350 Shares 568,078 Est. Cost $17.91 Unrealized
FMHI FIRST TR EXCH TRADED FD III 1.2%
Value ($000) $8,207 Shares 169,954 Est. Cost $48.21 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $7,581 Shares 17,983 Est. Cost $337.99 Unrealized +25.0%
PFM INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $5,468 Shares 119,221 Est. Cost $38.74 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $5,144 Shares 201,562 Est. Cost $25.52 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $4,908 Shares 96,207 Est. Cost $51.12 Unrealized
CWI SPDR INDEX SHS FDS 0.7%
Value ($000) $4,751 Shares 170,037 Est. Cost $27.94 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $4,672 Shares 21,296 Est. Cost $153.55 Unrealized +33.2%
TSLA TESLA INC 0.6%
Value ($000) $4,366 Shares 10,810 Est. Cost $204.96 Unrealized +57.0%
RYLD GLOBAL X FDS 0.6%
Value ($000) $4,326 Shares 264,755 Est. Cost $17.19 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $4,238 Shares 56,030 Est. Cost $21.56 Unrealized +170.2%
HDV ISHARES TR 0.6%
Value ($000) $4,063 Shares 36,190 Est. Cost $102.59 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,941 Shares 27,251 Est. Cost $141.61 Unrealized +5.6%
GOOG ALPHABET INC 0.5%
Value ($000) $3,665 Shares 19,235 Est. Cost $139.75 Unrealized +25.7%
PFF ISHARES TR 0.5%
Value ($000) $3,430 Shares 109,094 Est. Cost $32.40 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $3,275 Shares 37,497 Est. Cost $90.04 Unrealized
SPYM SPDR SER TR 0.4%
Value ($000) $3,093 Shares 44,858 Est. Cost $66.90 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,026 Shares 7,779 Est. Cost $294.40 Unrealized +34.9%
T AT&T INC 0.4%
Value ($000) $2,843 Shares 124,873 Est. Cost $15.47 Unrealized +39.0%
OBND SSGA ACTIVE TR 0.4%
Value ($000) $2,804 Shares 109,090 Est. Cost $25.71 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,785 Shares 16,612 Est. Cost $143.43 Unrealized +15.5%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,740 Shares 11,782 Est. Cost $191.27 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,702 Shares 45,756 Est. Cost $52.31 Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $2,598 Shares 15,996 Est. Cost $141.32 Unrealized +11.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,461 Shares 61,545 Est. Cost $36.06 Unrealized +9.3%
SPTM SPDR SER TR 0.3%
Value ($000) $2,433 Shares 34,059 Est. Cost $71.43 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,416 Shares 11,481 Est. Cost $210.45 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $2,359 Shares 19,600 Est. Cost $83.77 Unrealized +44.0%
META META PLATFORMS INC 0.3%
Value ($000) $2,260 Shares 3,856 Est. Cost $367.17 Unrealized +59.3%
AGG ISHARES TR 0.3%
Value ($000) $2,228 Shares 22,987 Est. Cost $97.63 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,142 Shares 21,532 Est. Cost $102.01 Unrealized -3.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $2,115 Shares 7,299 Est. Cost $243.10 Unrealized +19.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,996 Shares 18,556 Est. Cost $93.41 Unrealized +20.3%
DVY ISHARES TR 0.3%
Value ($000) $1,986 Shares 15,129 Est. Cost $107.48 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,979 Shares 64,964 Est. Cost $30.47 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,958 Shares 2,136 Est. Cost $639.69 Unrealized +44.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,852 Shares 13,793 Est. Cost $98.76 Unrealized +39.5%
KO COCA COLA CO 0.3%
Value ($000) $1,851 Shares 29,730 Est. Cost $55.24 Unrealized +14.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,678 Shares 11,587 Est. Cost $133.36 Unrealized +9.1%
PEP PEPSICO INC 0.2%
Value ($000) $1,637 Shares 10,766 Est. Cost $155.90 Unrealized +0.4%
USMV ISHARES TR 0.2%
Value ($000) $1,629 Shares 18,342 Est. Cost $75.57 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,548 Shares 58,333 Est. Cost $27.53 Unrealized -8.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,544 Shares 8,154 Est. Cost $142.06 Unrealized +22.6%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,493 Shares 4,044 Est. Cost $220.71 Unrealized +78.3%
IVV ISHARES TR 0.2%
Value ($000) $1,486 Shares 2,525 Est. Cost $471.14 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,476 Shares 5,665 Est. Cost $243.65 Unrealized +17.4%
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,466 Shares 18,112 Est. Cost $78.63 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,342 Shares 674 Est. Cost $1021.13 Unrealized +109.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,174 Shares 19,844 Est. Cost $51.40 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,159 Shares 4,833 Est. Cost $164.54 Unrealized +38.6%
FLOT ISHARES TR 0.2%
Value ($000) $1,157 Shares 22,740 Est. Cost $50.95 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,145 Shares 14,328 Est. Cost $77.63 Unrealized +8.0%
AVGO BROADCOM INC 0.2%
Value ($000) $1,106 Shares 4,770 Est. Cost $153.26 Unrealized +19.3%
COWZ PACER FDS TR 0.2%
Value ($000) $1,096 Shares 19,412 Est. Cost $52.04 Unrealized
QWLD SPDR INDEX SHS FDS 0.1%
Value ($000) $1,020 Shares 8,234 Est. Cost $112.87 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $931 Shares 14,080 Est. Cost $66.61 Unrealized
HYD VANECK ETF TRUST 0.1%
Value ($000) $929 Shares 17,906 Est. Cost $51.42 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $875 Shares 19,885 Est. Cost $43.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $869 Shares 1,918 Est. Cost $372.61 Unrealized +23.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $849 Shares 1,680 Est. Cost $470.70 Unrealized +17.5%
DOV DOVER CORP 0.1%
Value ($000) $815 Shares 4,342 Est. Cost $193.06 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $811 Shares 3,670 Est. Cost $183.84 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $801 Shares 4,507 Est. Cost $146.37 Unrealized +21.2%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $794 Shares 16,000 Est. Cost $49.46 Unrealized +12.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $791 Shares 2,665 Est. Cost $191.62 Unrealized +48.0%
NFLX NETFLIX INC 0.1%
Value ($000) $747 Shares 838 Est. Cost $49.90 Unrealized +65.0%
ARTY ISHARES TR 0.1%
Value ($000) $739 Shares 19,940 Est. Cost $33.77 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $717 Shares 7,767 Est. Cost $64.01 Unrealized +35.9%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $707 Shares 1,138 Est. Cost $457.37 Unrealized
V VISA INC 0.1%
Value ($000) $698 Shares 2,208 Est. Cost $253.50 Unrealized +17.7%
ESGU ISHARES TR 0.1%
Value ($000) $689 Shares 5,346 Est. Cost $111.03 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $682 Shares 28,119 Est. Cost $22.82 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $674 Shares 8,854 Est. Cost $71.89 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $671 Shares 2,760 Est. Cost $165.07 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $668 Shares 5,590 Est. Cost $97.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $657 Shares 3,326 Est. Cost $137.53 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $643 Shares 3,432 Est. Cost $167.61 Unrealized +15.2%
WMT WALMART INC 0.1%
Value ($000) $623 Shares 6,890 Est. Cost $55.80 Unrealized +53.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $615 Shares 1,168 Est. Cost $423.92 Unrealized +21.4%
IDV ISHARES TR 0.1%
Value ($000) $613 Shares 22,400 Est. Cost $27.30 Unrealized
SPGM SPDR INDEX SHS FDS 0.1%
Value ($000) $601 Shares 9,483 Est. Cost $57.34 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $576 Shares 7,317 Est. Cost $77.00 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $505 Shares 938 Est. Cost $456.44 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $498 Shares 6,950 Est. Cost $70.45 Unrealized +6.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $491 Shares 3,000 Est. Cost $142.05 Unrealized +20.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $485 Shares 1,314 Est. Cost $455.49 Unrealized -10.1%
LQD ISHARES TR 0.1%
Value ($000) $477 Shares 4,462 Est. Cost $115.45 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $473 Shares 8,430 Est. Cost $38.07 Unrealized +46.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $463 Shares 4,294 Est. Cost $95.59 Unrealized +13.8%
LOW LOWES COS INC 0.1%
Value ($000) $450 Shares 1,824 Est. Cost $218.13 Unrealized +19.9%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $435 Shares 22,222 Est. Cost $14.63 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $429 Shares 2,600 Est. Cost $110.88 Unrealized +40.7%
SDY SPDR SER TR 0.1%
Value ($000) $425 Shares 3,218 Est. Cost $123.75 Unrealized
VNCE VINCE HLDG CORP 0.1%
Value ($000) $422 Shares 115,806 Est. Cost $4.57 Unrealized -54.2%
SPAB SPDR SER TR 0.1%
Value ($000) $417 Shares 16,680 Est. Cost $26.09 Unrealized
COWG PACER FDS TR 0.1%
Value ($000) $402 Shares 12,544 Est. Cost $32.04 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $391 Shares 3,509 Est. Cost $102.20 Unrealized +1.3%
AOM ISHARES TR 0.1%
Value ($000) $380 Shares 8,758 Est. Cost $43.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $375 Shares 1,707 Est. Cost $165.85 Unrealized +30.4%
AOA ISHARES TR 0.1%
Value ($000) $372 Shares 4,857 Est. Cost $75.38 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $344 Shares 2,000 Est. Cost $135.52 Unrealized +22.2%
EFV ISHARES TR 0.0%
Value ($000) $342 Shares 6,509 Est. Cost $53.13 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $332 Shares 16,569 Est. Cost $23.88 Unrealized -5.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $332 Shares 3,346 Est. Cost $107.48 Unrealized -4.8%
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $328 Shares 6,950 Est. Cost $47.19 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $327 Shares 1,450 Est. Cost $183.79 Unrealized +10.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $327 Shares 569 Est. Cost $423.71 Unrealized +28.6%
FSK FS KKR CAP CORP 0.0%
Value ($000) $325 Shares 14,984 Est. Cost $12.15 Unrealized +44.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $322 Shares 11,754 Est. Cost $17.73 Unrealized +40.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $319 Shares 3,532 Est. Cost $91.78 Unrealized +8.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $317 Shares 10,308 Est. Cost $31.34 Unrealized -2.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $315 Shares 7,168 Est. Cost $36.84 Unrealized +16.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $315 Shares 4,250 Est. Cost $58.97 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $306 Shares 6,780 Est. Cost $45.27 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $306 Shares 850 Est. Cost $333.33 Unrealized +9.9%
IBB ISHARES TR 0.0%
Value ($000) $301 Shares 2,278 Est. Cost $137.26 Unrealized
LRGE LEGG MASON ETF INVT 0.0%
Value ($000) $298 Shares 3,954 Est. Cost $69.82 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $292 Shares 2,093 Est. Cost $127.53 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $289 Shares 42,327 Est. Cost $4.73 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $278 Shares 4,853 Est. Cost $57.32 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $275 Shares 7,109 Est. Cost $38.64 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $274 Shares 5,034 Est. Cost $66.68 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $272 Shares 1,528 Est. Cost $171.14 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $258 Shares 4,042 Est. Cost $64.44 Unrealized -0.5%
MET METLIFE INC 0.0%
Value ($000) $257 Shares 3,136 Est. Cost $68.14 Unrealized +18.4%
IEFA ISHARES TR 0.0%
Value ($000) $256 Shares 3,649 Est. Cost $72.64 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $254 Shares 804 Est. Cost $264.40 Unrealized +21.5%
SPYV SPDR SER TR 0.0%
Value ($000) $249 Shares 4,860 Est. Cost $48.73 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $243 Shares 2,376 Est. Cost $102.32 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $242 Shares 3,891 Est. Cost $58.52 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $241 Shares 9,688 Est. Cost $23.40 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $239 Shares 5,480 Est. Cost $40.75 Unrealized
IEO ISHARES TR 0.0%
Value ($000) $233 Shares 2,600 Est. Cost $99.52 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $229 Shares 1,988 Est. Cost $106.69 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value ($000) $229 Shares 5,090 Est. Cost $44.91 Unrealized
BUFB INNOVATOR ETFS TRUST 0.0%
Value ($000) $227 Shares 7,040 Est. Cost $32.30 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $227 Shares 3,248 Est. Cost $65.39 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $227 Shares 1,876 Est. Cost $133.14 Unrealized +8.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $225 Shares 814 Est. Cost $334.20 Unrealized -6.8%
SFLR INNOVATOR ETFS TRUST 0.0%
Value ($000) $224 Shares 6,860 Est. Cost $32.65 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $218 Shares 2,479 Est. Cost $84.05 Unrealized
SIZE ISHARES TR 0.0%
Value ($000) $215 Shares 1,446 Est. Cost $148.50 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $210 Shares 1,775 Est. Cost $106.75 Unrealized +9.3%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $208 Shares 3,850 Est. Cost $54.15 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $205 Shares 600 Est. Cost $332.51 Unrealized 0.0%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $205 Shares 6,510 Est. Cost $31.43 Unrealized
IWL ISHARES TR 0.0%
Value ($000) $203 Shares 1,400 Est. Cost $144.71 Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $202 Shares 4,330 Est. Cost $43.09 Unrealized +4.9%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $202 Shares 10,650 Est. Cost $18.94 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $198 Shares 10,360 Est. Cost $18.82 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $4.05 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $35 Shares 11,658 Est. Cost $3.02 Unrealized