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  Name: Atlas Private Wealth Advisors
  City: MATAWAN
  State: NJ
  Zip: 07747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $299,261,000
  Total Value Change : $-238,687,000
  Securities Held Change : -52
   
All Securities Held : 110
  New Positions : 7
  Closed Positions : 60
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 99

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 7 New $120.46 $13,799,000 111,338 4.61% 13,799,000 111,338 0.724    Closed - End Fund - Debt
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 11 New $57.77 $7,020,000 120,879 2.35% 7,020,000 120,879 0.04    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 13 New $41.83 $6,037,000 143,287 2.02% 6,037,000 143,287 0.002    Closed - End Fund - E...
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 16 New $0.00 $4,157,000 81,908 1.39% 4,157,000 81,908 0.091    N/A
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 79 New $0.00 $342,000 9,970 0.11% 342,000 9,970 0.161    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 85 New $75.52 $302,000 3,961 0.1% 302,000 3,961 0.003    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 88 New $0.00 $291,000 4,601 0.1% 291,000 4,601 0.001    N/A

      7 Records Found
  1    
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