Atlas Private Wealth Advisors

CIK

1814234

Location

RED BANK, NJ

Portfolio Value

Micro $88,156,110

Diversification

Diversified

Filing Date

Global Rank

#5,959 / 8,605 ▲ 81 · as of Mar 2026

Top Industry

Consumer Electronics 24.3%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.1%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.7%

+1.7 pts

Top 5

65.7%

+0.2 pts

Top 10

76.7%

−1.1 pts

HHI

1,287

Diversified+81

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.5%	$43,632,480	4
Technology	24.8%	$21,832,969	13
Financial Services	6.8%	$5,989,574	9
Consumer Cyclical	5.7%	$5,027,713	6
Communication Services	3.1%	$2,706,947	4
Healthcare	2.9%	$2,579,815	4
Energy	2.7%	$2,341,902	5
Consumer Defensive	2.3%	$2,052,696	5
Industrials	1.8%	$1,565,345	3
Real Estate	0.5%	$426,669	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	+124,574	176,075	$2,037,187
NCA	Nuveen California Municipal Value Fund	+64,373	149,906	$1,406,118
VNCE	Vince Holding Corp.	+3,300	52,300	$126,043
XOM	Exxon Mobil Corp	+3,083	6,539	$1,109,406
SPY	Spdr S&P 500 ETF Trust	+2,239	36,142	$23,504,588
QQQ	Invesco Qqq Trust, Series 1	+1,638	28,584	$16,498,113
IBIT	iShares Bitcoin Trust ETF	+1,426	12,327	$473,603
LOW	Lowes Companies Inc	+312	1,224	$289,206
ET	Energy Transfer LP	+194	11,280	$217,704
NFLX	Netflix Inc	+135	2,885	$277,392
PLTR	Palantir Technologies Inc.	+80	27,134	$3,969,161
BRK-B	Berkshire Hathaway Inc	+45	981	$470,095
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+23	1,703	$575,528
IBM	International Business Machines Corp	+6	1,005	$243,601
TT	Trane Technologies plc	+5	2,046	$852,650
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSCO	FS Credit Opportunities Corp.	−2,494	18,849	$96,129
TSLA	Tesla, Inc.	−2,068	5,020	$1,866,185
VZ	Verizon Communications Inc	−2,055	5,485	$275,347
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,950	6,814	$3,156,176
AAPL	Apple Inc.	−1,588	42,602	$10,811,961
PM	Philip Morris International Inc.	−588	1,734	$286,699
WMT	Walmart Inc.	−537	2,366	$294,046
CVX	Chevron Corp	−515	2,364	$489,111
PG	PROCTER & GAMBLE Co	−498	2,252	$325,278
TXN	Texas Instruments Inc	−465	1,144	$222,096
MSFT	Microsoft Corp	−434	6,432	$2,380,933
HD	Home Depot, Inc.	−360	1,320	$434,134
NVDA	Nvidia Corp	−343	6,906	$1,204,406
AMZN	Amazon Com Inc	−278	9,596	$1,998,558
JNJ	Johnson & Johnson	−269	4,645	$1,135,423
MRK	Merck & Co., Inc.	−266	1,811	$217,845
MCD	Mcdonalds Corp	−163	1,009	$313,587
COST	Costco Wholesale Corp /New	−148	886	$882,836
GOOGL	Alphabet Inc.	−125	3,920	$1,127,235
PEP	Pepsico Inc	−95	1,699	$263,837
ABBV	AbbVie Inc.	−83	1,875	$407,793
META	Meta Platforms, Inc.	−62	1,795	$1,026,973
AXP	American Express Co	−61	1,335	$403,810
AMGN	Amgen Inc	−56	2,327	$818,754
INTC	Intel Corp	−50	12,162	$536,709
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
O	Realty Income Corp	6,974	$426,669
CIEN	Ciena Corp	650	$252,349
TTE	TotalEnergies SE	2,517	$228,996
PWR	Quanta Services, Inc.	403	$221,255
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	8,089	$777,029
FNF	Fidelity National Financial, Inc.	4,215	$230,096
KO	Coca Cola Co	3,152	$220,356
T	At&T Inc.	8,497	$211,065
ELV	Elevance Health, Inc.	593	$207,876
BITW	Bitwise 10 Crypto Index ETF	3,471	$203,955
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $88,156,110 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	36,142	+2,239	$23,504,588	+1.7%	26.66%
QQQ	Invesco Qqq Trust, Series 1	Added	28,584	+1,638	$16,498,113	−0.3%	18.71%
AAPL	Apple Inc. Technology	Reduced	42,602	-1,588	$10,811,961	−10.0%	12.26%
PLTR	Palantir Technologies Inc. Technology	Added	27,134	+80	$3,969,161	−17.5%	4.50%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	6,814	-1,950	$3,156,176	−25.1%	3.58%
MSFT	Microsoft Corp Technology	Reduced	6,432	-434	$2,380,933	−28.3%	2.70%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	Added	176,075	+124,574	$2,037,187	+232.4%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,596	-278	$1,998,558	−12.3%	2.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,020	-2,068	$1,866,185	−41.5%	2.12%
NCA	Nuveen California Municipal Value Fund Financial Services	Added	149,906	+64,373	$1,406,118	+83.7%	1.60%
NVDA	Nvidia Corp Technology	Reduced	6,906	-343	$1,204,406	−10.9%	1.37%
JNJ	Johnson & Johnson Healthcare	Reduced	4,645	-269	$1,135,423	+11.6%	1.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,920	-125	$1,127,235	−11.0%	1.28%
XOM	Exxon Mobil Corp Energy	Added	6,539	+3,083	$1,109,406	+166.8%	1.26%
META	Meta Platforms, Inc. Communication Services	Reduced	1,795	-62	$1,026,973	−16.2%	1.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	886	-148	$882,836	−1.0%	1.00%
TT	Trane Technologies plc Industrials	Added	2,046	+5	$852,650	+7.3%	0.97%
AMGN	Amgen Inc Healthcare	Reduced	2,327	-56	$818,754	+5.0%	0.93%
AVGO	Broadcom Inc. Technology	Reduced	2,462	-14	$762,013	−11.1%	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,384	-34	$701,277	−10.0%	0.80%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,703	+23	$575,528	+12.7%	0.65%
INTC	Intel Corp Technology	Reduced	12,162	-50	$536,709	+19.1%	0.61%
CMC	COMMERCIAL METALS Co Industrials	Held	8,000	0	$491,440	−11.3%	0.56%
CVX	Chevron Corp Energy	Reduced	2,364	-515	$489,111	+11.5%	0.55%
IBIT	iShares Bitcoin Trust ETF	Added	12,327	+1,426	$473,603	−12.5%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	981	+45	$470,095	−0.1%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,320	-360	$434,134	−24.9%	0.49%
O	Realty Income Corp Real Estate	NEW	6,974	NEW	$426,669	NEW	0.48%
ABBV	AbbVie Inc. Healthcare	Reduced	1,875	-83	$407,793	−8.8%	0.46%
AXP	American Express Co Financial Services	Reduced	1,335	-61	$403,810	−21.8%	0.46%
FICO	Fair Isaac Corp Technology	Held	337	0	$359,760	−36.9%	0.41%
V	Visa Inc. Financial Services	Held	1,184	0	$357,852	−13.8%	0.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,252	-498	$325,278	−17.5%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,009	-163	$313,587	−12.5%	0.36%
FANG	Diamondback Energy, Inc. Energy	Held	1,500	0	$296,685	+31.6%	0.34%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,366	-537	$294,046	−9.1%	0.33%
MU	Micron Technology Inc Technology	Held	858	0	$289,866	+18.4%	0.33%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,224	+312	$289,206	+31.5%	0.33%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,734	-588	$286,699	−23.0%	0.33%
MA	Mastercard Inc Financial Services	Held	571	0	$285,305	−12.5%	0.32%
NFLX	Netflix Inc Communication Services	Added	2,885	+135	$277,392	+7.6%	0.31%
VZ	Verizon Communications Inc Communication Services	Reduced	5,485	-2,055	$275,347	−10.3%	0.31%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,699	-95	$263,837	+2.5%	0.30%
CIEN	Ciena Corp Technology	NEW	650	NEW	$252,349	NEW	0.29%
IBM	International Business Machines Corp Technology	Added	1,005	+6	$243,601	−17.7%	0.28%
GS	Goldman Sachs Group Inc Financial Services	Reduced	274	-17	$231,801	−9.4%	0.26%
TTE	TotalEnergies SE Energy	NEW	2,517	NEW	$228,996	NEW	0.26%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,104	-25	$224,586	−7.1%	0.25%
TXN	Texas Instruments Inc Technology	Reduced	1,144	-465	$222,096	−20.4%	0.25%
PWR	Quanta Services, Inc. Industrials	NEW	403	NEW	$221,255	NEW	0.25%