Atlas Private Wealth Advisors
Top Portfolio Positions
54 positions ·
$88,156,110 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
36,142 | $23,504,588 | 26.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
28,584 | $16,498,113 | 18.71% | |
| AAPL |
Apple Inc.
Technology
|
42,602 | $10,811,961 | 12.26% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
27,134 | $3,969,161 | 4.50% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
6,814 | $3,156,176 | 3.58% | |
| MSFT |
Microsoft Corp
Technology
|
6,432 | $2,380,933 | 2.70% | |
| MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
Financial Services
|
176,075 | $2,037,187 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,596 | $1,998,558 | 2.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,020 | $1,866,185 | 2.12% | |
| NCA |
Nuveen California Municipal Value Fund
Financial Services
|
149,906 | $1,406,118 | 1.60% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NCA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,406,118 | 149,906 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $765,520 | 85,533 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $710,068 | 79,783 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $876,575 | 100,988 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $283,131 | 32,732 | Shares | Sole | 2025-04-17 | |
| 2020-06-30 | $15,330 | 1,500 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||