Atlas Private Wealth Management, LLC current holdings: USA Stocks
Atlas Private Wealth Management, LLC reported $0.12 billion in share positions in stocks (listed in the US), 79 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are AAPL, GOOGL, JPM.
- AAPL: Country of operation United States; Class Stock; Shares 43,307; Value $7,426,221.
- GOOGL: Country of operation United States; Class Stock; Shares 42,896; Value $6,474,293.
- JPM: Country of operation United States; Class Stock; Shares 29,624; Value $5,933,707.
- JNJ: Country of operation United States; Class Stock; Shares 28,233; Value $4,466,232.
Form 13F-HR as filed (SEC CIK 1800369): quarter ended 2024-03-31, filed 2024-04-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC COM | United States | Stock | 43,307 | $7,426,221 | 5.96% | 2024-03-31 | 2024-04-15 | |
|---|
GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 42,896 | $6,474,293 | 5.20% | 2024-03-31 | 2024-04-15 | +125.88% |
|---|
JPM
JPMORGAN CHASE & CO COM | United States | Stock | 29,624 | $5,933,707 | 4.77% | 2024-03-31 | 2024-04-15 | +67.24% |
|---|
JNJ
JOHNSON & JOHNSON COM | United States | Stock | 28,233 | $4,466,232 | 3.59% | 2024-03-31 | 2024-04-15 | +69.14% |
|---|
UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 7,886 | $3,901,305 | 3.13% | 2024-03-31 | 2024-04-15 | -24.21% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 6,641 | $3,859,740 | 3.10% | 2024-03-31 | 2024-04-15 | +16.93% |
|---|
HD
HOME DEPOT INC COM | United States | Stock | 9,820 | $3,766,819 | 3.03% | 2024-03-31 | 2024-04-15 | -24.91% |
|---|
META
META PLATFORMS INC CL A | United States | Stock | 7,436 | $3,610,705 | 2.90% | 2024-03-31 | 2024-04-15 | +52.15% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 8,552 | $3,596,287 | 2.89% | 2024-03-31 | 2024-04-15 | |
|---|
V
VISA INC COM CL A | United States | Stock | 11,535 | $3,219,192 | 2.59% | 2024-03-31 | 2024-04-15 | +31.10% |
|---|
MSFT
MICROSOFT CORP COM | United States | Stock | 7,158 | $3,011,307 | 2.42% | 2024-03-31 | 2024-04-15 | +20.97% |
|---|
ADBE
ADOBE INC COM | United States | Stock | 5,468 | $2,759,153 | 2.22% | 2024-03-31 | 2024-04-15 | -53.79% |
|---|
HONZZZZ
HONEYWELL INTL INC COM | | Stock | 12,988 | $2,665,816 | 2.14% | 2024-03-31 | 2024-04-15 | |
|---|
BR
BROADRIDGE FINL SOLUTIONS INC COM | United States | Stock | 12,376 | $2,535,378 | 2.04% | 2024-03-31 | 2024-04-15 | -21.43% |
|---|
PG
PROCTER AND GAMBLE CO COM | United States | Stock | 15,401 | $2,498,781 | 2.01% | 2024-03-31 | 2024-04-15 | -8.59% |
|---|
LIN
LINDE PLC SHS | United Kingdom | Stock | 5,305 | $2,463,139 | 1.98% | 2024-03-31 | 2024-04-15 | +1.95% |
|---|
DLR
DIGITAL RLTY TR INC COM | United States | REIT | 16,552 | $2,384,157 | 1.91% | 2024-03-31 | 2024-04-15 | +22.58% |
|---|
SHW
SHERWIN WILLIAMS CO COM | United States | Stock | 6,777 | $2,353,905 | 1.89% | 2024-03-31 | 2024-04-15 | -4.86% |
|---|
PSX
PHILLIPS 66 COM | United States | Stock | 14,171 | $2,314,724 | 1.86% | 2024-03-31 | 2024-04-15 | +54.43% |
|---|
AMT
AMERICAN TOWER CORP NEW COM | United States | REIT | 10,859 | $2,145,690 | 1.72% | 2024-03-31 | 2024-04-15 | -15.30% |
|---|
MS
MORGAN STANLEY COM NEW | United States | Stock | 21,824 | $2,054,984 | 1.65% | 2024-03-31 | 2024-04-15 | +104.72% |
|---|
GLD
SPDR GOLD SHARES | United States | ETF | 9,103 | $1,872,669 | 1.50% | 2024-03-31 | 2024-04-15 | +86.12% |
|---|
SBUX
STARBUCKS CORP COM | United States | Stock | 19,839 | $1,813,117 | 1.46% | 2024-03-31 | 2024-04-15 | +4.42% |
|---|
DIS
DISNEY WALT CO COM | United States | Stock | 14,559 | $1,781,396 | 1.43% | 2024-03-31 | 2024-04-15 | -13.85% |
|---|
MA
MASTERCARD INCORPORATED CL A | United States | Stock | 3,674 | $1,769,277 | 1.42% | 2024-03-31 | 2024-04-15 | +17.03% |
|---|
PEP
PEPSICO INC COM | United States | Stock | 10,025 | $1,754,424 | 1.41% | 2024-03-31 | 2024-04-15 | -26.47% |
|---|
SPGI
S&P GLOBAL INC COM | United States | Stock | 4,063 | $1,728,756 | 1.39% | 2024-03-31 | 2024-04-15 | -2.50% |
|---|
ICE
INTERCONTINENTAL EXCHANGE INC COM | United States | Stock | 12,392 | $1,703,028 | 1.37% | 2024-03-31 | 2024-04-15 | +10.74% |
|---|
AWK
AMERICAN WTR WKS CO INC NEW COM | United States | Stock | 13,862 | $1,694,081 | 1.36% | 2024-03-31 | 2024-04-15 | +6.21% |
|---|
XOMXXXX
EXXON MOBIL CORP COM | | Stock | 14,044 | $1,632,531 | 1.31% | 2024-03-31 | 2024-04-15 | |
|---|
DHR
DANAHER CORPORATION COM | United States | Stock | 6,268 | $1,565,176 | 1.26% | 2024-03-31 | 2024-04-15 | -9.45% |
|---|
VRSK
VERISK ANALYTICS INC COM | United States | Stock | 6,256 | $1,474,816 | 1.18% | 2024-03-31 | 2024-04-15 | -29.61% |
|---|
WST
WEST PHARMACEUTICAL SVSC INC COM | United States | Stock | 3,636 | $1,438,802 | 1.16% | 2024-03-31 | 2024-04-15 | -4.82% |
|---|
MKC
MCCORMICK & CO INC COM NON VTG | United States | Stock | 17,864 | $1,372,124 | 1.10% | 2024-03-31 | 2024-04-15 | -36.99% |
|---|
CTAS
CINTAS CORP COM | United States | Stock | 1,903 | $1,307,723 | 1.05% | 2024-03-31 | 2024-04-15 | +15.13% |
|---|
SLB
SCHLUMBERGER LTD COM STK | | Stock | 23,213 | $1,272,316 | 1.02% | 2024-03-31 | 2024-04-15 | -9.01% |
|---|
CMCSA
COMCAST CORP NEW CL A | United States | Stock | 26,837 | $1,163,380 | 0.93% | 2024-03-31 | 2024-04-15 | -46.84% |
|---|
CB
CHUBB LIMITED COM | | Stock | 4,327 | $1,121,231 | 0.90% | 2024-03-31 | 2024-04-15 | +28.15% |
|---|
PH
PARKER-HANNIFIN CORP COM | United States | Stock | 1,965 | $1,092,400 | 0.88% | 2024-03-31 | 2024-04-15 | +74.59% |
|---|
AMZN
AMAZON COM INC COM | United States | Stock | 5,897 | $1,063,701 | 0.85% | 2024-03-31 | 2024-04-15 | +36.75% |
|---|
WSO
WATSCO INC COM | United States | Stock | 2,404 | $1,038,325 | 0.83% | 2024-03-31 | 2024-04-15 | -30.37% |
|---|
MRSH
MARSH & MCLENNAN COS INC COM | United States | Stock | 4,905 | $1,010,337 | 0.81% | 2024-03-31 | 2024-04-15 | -17.26% |
|---|
ABBV
ABBVIE INC COM | United States | Stock | 5,512 | $1,003,788 | 0.81% | 2024-03-31 | 2024-04-15 | +44.59% |
|---|
MRK
MERCK & CO INC COM | United States | Stock | 7,030 | $927,609 | 0.74% | 2024-03-31 | 2024-04-15 | +13.13% |
|---|
ITW
ILLINOIS TOOL WKS INC COM | United States | Stock | 3,162 | $848,566 | 0.68% | 2024-03-31 | 2024-04-15 | -0.47% |
|---|
EG
EVEREST GROUP LTD COM | | Stock | 2,098 | $833,955 | 0.67% | 2024-03-31 | 2024-04-15 | -7.22% |
|---|
CAT
CATERPILLAR INC COM | United States | Stock | 2,067 | $757,245 | 0.61% | 2024-03-31 | 2024-04-15 | +125.59% |
|---|
IQV
IQVIA HLDGS INC COM | United States | Stock | 2,952 | $746,531 | 0.60% | 2024-03-31 | 2024-04-15 | +6.37% |
|---|
MCD
MCDONALDS CORP COM | United States | Stock | 2,510 | $707,733 | 0.57% | 2024-03-31 | 2024-04-15 | -17.01% |
|---|
PM
PHILIP MORRIS INTL INC COM | United States | Stock | 7,660 | $701,825 | 0.56% | 2024-03-31 | 2024-04-15 | +111.64% |
|---|
CVX
CHEVRON CORP NEW COM | United States | Stock | 4,336 | $683,926 | 0.55% | 2024-03-31 | 2024-04-15 | +29.57% |
|---|
RTX
RTX CORPORATION COM | United States | Stock | 6,801 | $663,332 | 0.53% | 2024-03-31 | 2024-04-15 | +91.67% |
|---|
TXN
TEXAS INSTRS INC COM | United States | Stock | 3,702 | $644,953 | 0.52% | 2024-03-31 | 2024-04-15 | +61.70% |
|---|
UPS
UNITED PARCEL SERVICE INC CL B | United States | Stock | 4,277 | $635,683 | 0.51% | 2024-03-31 | 2024-04-15 | -36.80% |
|---|
CSCO
CISCO SYS INC COM | United States | Stock | 11,648 | $581,360 | 0.47% | 2024-03-31 | 2024-04-15 | +114.27% |
|---|
NVDA
NVIDIA CORPORATION COM | United States | Stock | 627 | $566,843 | 0.46% | 2024-03-31 | 2024-04-15 | +151.45% |
|---|
OKE
ONEOK INC NEW COM | United States | Stock | 6,619 | $530,669 | 0.43% | 2024-03-31 | 2024-04-15 | +8.34% |
|---|
SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 6,625 | $479,229 | 0.38% | 2024-03-31 | 2024-04-15 | +36.99% |
|---|
BDX
BECTON DICKINSON & CO COM | United States | Stock | 1,910 | $472,576 | 0.38% | 2024-03-31 | 2024-04-15 | -6.46% |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC COM | United States | Stock | 159 | $462,176 | 0.37% | 2024-03-31 | 2024-04-15 | -45.17% |
|---|
BNL
BROADSTONE NET LEASE INC COM | United States | REIT | 26,844 | $420,645 | 0.34% | 2024-03-31 | 2024-04-15 | +20.48% |
|---|
BA
BOEING CO COM | United States | Stock | 2,118 | $408,764 | 0.33% | 2024-03-31 | 2024-04-15 | -2.75% |
|---|
LLY
ELI LILLY & CO COM | United States | Stock | 460 | $357,862 | 0.29% | 2024-03-31 | 2024-04-15 | +52.27% |
|---|
GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 2,256 | $343,499 | 0.28% | 2024-03-31 | 2024-04-15 | +121.54% |
|---|
NSC
NORFOLK SOUTHN CORP COM | United States | Stock | 1,230 | $313,490 | 0.25% | 2024-03-31 | 2024-04-15 | +22.81% |
|---|
DVN
DEVON ENERGY CORP NEW COM | United States | Stock | 6,153 | $308,758 | 0.25% | 2024-03-31 | 2024-04-15 | -7.13% |
|---|
FDX
FEDEX CORP COM | United States | Stock | 997 | $288,871 | 0.23% | 2024-03-31 | 2024-04-15 | +23.13% |
|---|
CVS
CVS HEALTH CORP COM | United States | Stock | 3,598 | $286,976 | 0.23% | 2024-03-31 | 2024-04-15 | +9.20% |
|---|
CARR
CARRIER GLOBAL CORPORATION COM | United States | Stock | 4,697 | $273,037 | 0.22% | 2024-03-31 | 2024-04-15 | -4.73% |
|---|
APD
AIR PRODS & CHEMS INC COM | United States | Stock | 1,103 | $267,224 | 0.21% | 2024-03-31 | 2024-04-15 | +15.24% |
|---|
COST
COSTCO WHSL CORP NEW COM | United States | Stock | 339 | $248,349 | 0.20% | 2024-03-31 | 2024-04-15 | +26.20% |
|---|
ROST
ROSS STORES INC COM | United States | Stock | 1,683 | $246,997 | 0.20% | 2024-03-31 | 2024-04-15 | +59.72% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 4,537 | $246,042 | 0.20% | 2024-03-31 | 2024-04-15 | +15.91% |
|---|
LOW
LOWES COS INC COM | United States | Stock | 957 | $243,777 | 0.20% | 2024-03-31 | 2024-04-15 | -26.49% |
|---|
OTIS
OTIS WORLDWIDE CORP COM | United States | Stock | 2,371 | $235,369 | 0.19% | 2024-03-31 | 2024-04-15 | -33.89% |
|---|
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A | United States | Stock | 3,027 | $221,849 | 0.18% | 2024-03-31 | 2024-04-15 | -22.45% |
|---|
MO
ALTRIA GROUP INC COM | United States | Stock | 4,901 | $213,766 | 0.17% | 2024-03-31 | 2024-04-15 | +57.54% |
|---|
AMGN
AMGEN INC COM | United States | Stock | 718 | $204,106 | 0.16% | 2024-03-31 | 2024-04-15 | +49.00% |
|---|
AMD
ADVANCED MICRO DEVICES INC COM | United States | Stock | 1,130 | $203,954 | 0.16% | 2024-03-31 | 2024-04-15 | +236.62% |
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