• 13F History

Atlas Private Wealth Advisors

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$717M
Signature - Title
Vladislav Krubich - Chief Compliance Officer
Location
Matawan, NJ
Summary
This page shows a list of all the recent 13F filings made by Atlas Private Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlas Private Wealth Advisors reported 184 stock holdings with total value $717M as of Q1 2025. Top holdings included SPMD, SPSM, SPDW, SPY, and RSP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 184 $717M +$176M -$148M +$28.8M SPMD, SPSM, SPDW, SPY, RSP 13F-HR 4/17/2025, 09:54 AM
Q4 2024 170 $705M +$47.8M -$27.8M +$20.1M SPMD, SPSM, RSP, DIA, IEF 13F-HR 1/21/2025, 11:10 AM
Q3 2024 153 $690M +$62.4M -$27.2M +$35.2M SPMD, SPSM, RSP, SPHY, IEF 13F-HR 10/8/2024, 05:58 PM
Q2 2024 154 $615M +$318M -$304K +$318M SPMD, SPSM, RSP, SPHY, SPDW 13F-HR 7/12/2024, 03:02 PM
Q1 2024 110 $299M +$58.7M -$328M -$269M SPMD, SPSM, RSP, SPDW, SPHY 13F-HR 5/3/2024, 08:12 PM
Q4 2023 162 $538M +$107M -$142M -$34.8M SPMD, SPY, SPSM, QQQ, SPHY 13F-HR 1/10/2024, 02:43 PM
Q3 2023 180 $520M +$82.8M -$15.1M +$67.7M SPMD, PWV, SPY, PFM, QQQ 13F-HR 10/10/2023, 09:13 PM
Q2 2023 182 $494M +$280M -$20.2K +$280M SPMD, SPY, PWV, QQQ, PFM 13F-HR 8/4/2023, 05:14 PM
Q1 2023 130 $216M +$26.9M -$3.54M +$23.4M SPMD, QQQ, SPY, PWV, PFM 13F-HR 4/12/2023, 11:44 AM
Q4 2022 126 $188M +$23.6M -$9.78M +$13.8M SPMD, PWV, SPY, PFM, QQQ 13F-HR 2/14/2023, 02:19 PM
Q3 2022 125 $167M +$19.9M -$5.3M +$14.6M SPMD, SPY, PWV, PFM, QQQ 13F-HR 11/14/2022, 07:27 AM
Q2 2022 128 $167M +$72M -$90.9M -$18.9M SPMD, SPY, PWV, PFM, QQQ 13F-HR 8/18/2022, 08:14 AM
Q1 2022 133 $225M +$70.7M -$29.2M +$41.5M SCHD, SPAB, SPHQ, ONEY, XMMO Restatement 4/26/2022, 05:09 PM
Q4 2021 139 $209M +$50.3M -$19.9M +$30.4M SPY, AAPL, QQQ, FVD, SCHD 13F-HR 4/20/2022, 08:40 PM
Q3 2021 728 $191M +$17.7M -$7.54M +$10.1M SPY, FVD, AAPL, BAB, FTCS 13F-HR 10/26/2021, 01:14 PM
Q2 2021 740 $185M +$12M -$15.4M -$3.41M SPY, FVD, BAB, FTCS, AAPL 13F-HR 8/2/2021, 02:45 PM
Q1 2021 805 $179M +$34M -$9.89M +$24.1M SPY, FVD, BAB, AMZN, AAPL 13F-HR 4/28/2021, 11:58 AM
Q4 2020 691 $149M +$23.3M -$4.56M +$18.8M AMZN, AAPL, BAB, SPY, LDSF 13F-HR 1/29/2021, 10:44 AM
Q3 2020 618 $120M +$15M -$6.15M +$8.86M AAPL, BAB, LDSF, SPY, LMBS 13F-HR 10/27/2020, 11:00 AM
Q2 2020 641 $112M BAB, AAPL, FMB, AGG, LDSF 13F-HR 8/14/2020, 10:49 AM