Atlas Private Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Albany, NY
CIK
0001800369
Alternate names
Atlas Private Wealth Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 119 237,964 SHY, JMST, BYLD, LMBS 13F-HR 4/15/2024 000180036924000003
Q4 2023 117 212,722 AAPL, SHY, JMST, BYLD 13F-HR 1/19/2024 000180036924000001
Q3 2023 111 186,282 SHY, AAPL, FUMB, FIXD 13F-HR 10/23/2023 000180036923000005
Q2 2023 118 189,641 AAPL, FIXD, FUMB, SHY 13F-HR 7/13/2023 000180036923000004
Q1 2023 112 166,345 AAPL, FIXD, FUMB, LMBS 13F-HR 4/26/2023 000180036923000002
Q4 2022 111 216,729 IVW, SHY, FIXD, LMBS 13F-HR 1/18/2023 000180036923000001
Q3 2022 104 138,119 FIXD, LMBS, FUMB, AAPL 13F-HR 10/26/2022 000180036922000004
Q2 2022 113 146,422 FIXD, LMBS, FUMB, AAPL 13F-HR 7/19/2022 000180036922000003
Q1 2022 125 172,116 AAPL, FIXD, LMBS, FUMB 13F-HR 4/25/2022 000180036922000002
Q4 2021 127 179,407 FIXD, AAPL, LMBS, FUMB 13F-HR 2/7/2022 000180036922000001
Q3 2021 116 163,569 FIXD, LMBS, AAPL, FUMB 13F-HR 10/25/2021 000180036921000006
Q2 2021 118 162,055 FIXD, AAPL, LMBS, FUMB 13F-HR 8/5/2021 000180036921000005
Q1 2021 416 156,535 FIXD, AAPL, LMBS, FUMB RESTATEMENT 5/6/2021 000180036921000004
Q4 2020 376 140,365 AAPL, LMBS, FPE, FIXD 13F-HR 1/27/2021 000180036921000001
Q3 2020 401 127,670 LMBS, AAPL, FPE, AGG 13F-HR 11/5/2020 000180036920000005
Q2 2020 486 124,147 LMBS, AAPL, FPE, FMB 13F-HR 8/4/2020 000180036920000004
Q1 2020 484 108,302 LMBS, AAPL, FPE, AGG 13F-HR 5/12/2020 000180036920000003
Q4 2019 494 130,187 CWB, AAPL, FPE, AGG 13F-HR 2/11/2020 000180036920000002
Additional filings from Atlas Private Wealth Management, LLC that have since been restated