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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 : 4     View All Holdings Currently Viewing:  Increased 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
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 3 - $166.11 $25,754,000 152,023 8.61% 11,096,000 59,132 0.05    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 6 - $92.50 $16,620,000 175,559 5.55% 16,620,000 175,559 0.063    Closed - End Fund - E...
   (MDT)1 Year Chart         MDT Medtronic Plc 75 - $82.84 $381,000 4,375 0.13% 69,000 591 0    Medical Appliances & ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 97 - $60.24 $250,000 4,148 0.08% -185,000 1,389 0    Discount, Variety Stores

      4 Records Found
  1    
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