Portfolio (Quarterly)
Guide ↗
Atlas Private Wealth Advisors
· CIK 0001814234| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MDT | MEDTRONIC PLC | Healthcare | 8,089 | $777K | 0.18% | SOLD |
| 2 | ESGU | ISHARES TR | — | 2,083 | $310K | 0.07% | SOLD |
| 3 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 8,562 | $307K | 0.07% | SOLD |
| 4 | XLV | SELECT SECTOR SPDR TR | — | 1,493 | $231K | 0.05% | SOLD |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 4,215 | $230K | 0.05% | SOLD |
| 6 | KO | COCA COLA CO | Consumer Defensive | 3,152 | $220K | 0.05% | SOLD |
| 7 | LQD | ISHARES TR | — | 1,929 | $213K | 0.05% | SOLD |
| 8 | T | AT&T INC | Communication Services | 8,497 | $211K | 0.05% | SOLD |
| 9 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 593 | $208K | 0.05% | SOLD |
| 10 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 3,471 | $204K | 0.05% | SOLD |
Sector Allocation
Financial Services
54.7%
Technology
24.3%
Communication Services
5.8%
Consumer Cyclical
5.6%
Healthcare
2.9%
Energy
2.3%
Consumer Defensive
2.3%
Industrials
1.2%
Basic Materials
0.5%
Real Estate
0.5%