Atlas Private Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$690M
Signature - Title
Vladislav Krubich - Chief Compliance Officer
Location
Matawan, NJ
Summary
This page shows a list of all the recent 13F filings made by Atlas Private Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlas Private Wealth Advisors reported 153 stock holdings with total value $690M as of Q3 2024. Top holdings included SPMD, SPSM, RSP, SPHY, and IEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 153 $690M +$62.4M -$27.2M +$35.2M SPMD, SPSM, RSP, SPHY, IEF 13F-HR 10/8/2024, 05:58 PM
Q2 2024 154 $615M +$318M -$304K +$318M SPMD, SPSM, RSP, SPHY, SPDW 13F-HR 7/12/2024, 03:02 PM
Q1 2024 110 $299M +$58.7M -$328M -$269M SPMD, SPSM, RSP, SPDW, SPHY 13F-HR 5/3/2024, 08:12 PM
Q4 2023 162 $538M +$107M -$142M -$34.8M SPMD, SPY, SPSM, QQQ, SPHY 13F-HR 1/10/2024, 02:43 PM
Q3 2023 181 $529M +$82.8M -$27.4M +$55.4M SPMD, PWV, SPY, PFM, QQQ 13F-HR 10/10/2023, 09:13 PM
Q2 2023 182 $494M +$280M -$12.6M +$267M SPMD, SPY, PWV, QQQ, PFM 13F-HR 8/4/2023, 05:14 PM
Q1 2023 130 $216M +$26.9M -$6.7M +$20.2M SPMD, QQQ, SPY, PWV, PFM 13F-HR 4/12/2023, 11:44 AM
Q4 2022 126 $188M +$23.6M -$12.7M +$10.8M SPMD, PWV, SPY, PFM, QQQ 13F-HR 2/14/2023, 03:19 PM
Q3 2022 125 $167M +$19.9M -$8.42M +$11.4M SPMD, SPY, PWV, PFM, QQQ 13F-HR 11/14/2022, 08:27 AM
Q2 2022 129 $167M +$72M -$102M -$30.2M SPMD, SPY, PWV, PFM, QQQ 13F-HR 8/18/2022, 08:14 AM
Q1 2022 134 $225M +$71M -$55.8M +$15.2M SCHD, SPAB, SPHQ, ONEY, XMMO Restatement 4/26/2022, 05:09 PM
Q4 2021 140 $216M +$50.3M -$36.6M +$13.7M SPY, AAPL, QQQ, FVD, SCHD 13F-HR 4/20/2022, 08:40 PM
Q3 2021 740 $191M +$17.7M -$7.54M +$10.1M SPY, FVD, AAPL, BAB, FTCS 13F-HR 10/26/2021, 01:14 PM
Q2 2021 763 $185M +$12M -$15.4M -$3.42M SPY, FVD, BAB, FTCS, AAPL 13F-HR 8/2/2021, 02:45 PM
Q1 2021 845 $179M +$34M -$9.89M +$24.1M SPY, FVD, BAB, AMZN, AAPL 13F-HR 4/28/2021, 11:58 AM
Q4 2020 744 $149M +$23.3M -$5.42M +$17.9M AMZN, AAPL, BAB, SPY, LDSF 13F-HR 1/29/2021, 11:44 AM
Q3 2020 659 $120M +$15M -$7.36M +$7.65M AAPL, BAB, LDSF, SPY, LMBS 13F-HR 10/27/2020, 11:00 AM
Q2 2020 682 $112M $0 $0 BAB, AAPL, FMB, AGG, LDSF 13F-HR 8/14/2020, 10:49 AM