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Showing Q1 2024 data
Atlas Private Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Atlas Private Wealth Management, LLC
•CIK: 1800369•Filing: Q1 2024
**Atlas Private Wealth Management, LLC** manages $238M across a diversified portfolio of 119 positions. The fund exhibits significant allocations to fixed income and technology, notably holding SHY at $9.1M and AAPL at $7.4M. Top holdings also include JMST ($8.5M), BYLD ($8.4M), and SPY ($7.2M), indicating a tactical focus across yield-generating assets and major market indices. This concentrated exposure suggests a mandate balancing income generation with core equity market participation.
Total AUM
$238.0M
QoQ Performance
+11.9%
Positions
119
Top 10 Concentration
30.8%
Latest Filing
Q1 2024
Top Holdings Allocation
SHY3.8%
JMST3.6%
BYLD3.5%
LMBS3.2%
AAPL3.1%
SPY3.0%
XMHQ2.8%
GOOGL2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.4%
Technology10.8%
Healthcare7.1%
Financial6.8%
ETF4.9%
Consumer3.5%
Industrial2.3%
Materials2.1%
🚪 Exited Positionssold since Q4 2023
Changes from Q4 2023
NEW5 new positions
↑75 increased
↓28 decreased
Historical Filings
Q1 2024Q4 2023