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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001814234

Atlas Private Wealth Advisors

MATAWAN, NJ · File #028-20328

Latest AUM
$428.0M
Positions
134
Top-10 Concentration
51.4%
Filings
12

Sector Allocation

Financials
13.2%$56.3M
Technology
5.6%$23.9M
Healthcare
0.8%$3.4M
Industrials
0.3%$1.3M
Energy
0.3%$1.1M
Consumer Staples
0.2%$801,284

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A847550,454$31.9M8.23%
2SPDR INDEX SHS FDS78463X889592,941$26.3M6.80%
3SPDR S&P 500 ETF TRSPY33,903$23.1M5.97%
4SPDR SERIES TRUST78464A854263,012$21.1M5.45%
5ISHARES TR46436E718183,023$18.4M4.75%
6ISHARES TR464287440177,866$17.1M4.42%
7SPDR SERIES TRUST78468R853356,452$16.7M4.32%
8INVESCO QQQ TRIVZ26,946$16.6M4.28%
9INVESCO EXCHANGE TRADED FD TIVZ233,148$15.5M4.01%
10FIRST TR EXCHANGE-TRADED FD33738D879462,977$12.1M3.14%
11APPLE INCAAPL44,190$12.0M3.10%
12SPDR SERIES TRUST78464A805145,552$12.0M3.10%
13ISHARES TR46434V621164,858$11.4M2.96%
14SPDR INDEX SHS FDS78463X848308,380$11.1M2.86%
15INVESCO EXCHANGE TRADED FD TIVZ55,884$10.7M2.77%
16SPDR INDEX SHS FDS78463X509217,702$10.2M2.63%
17SPDR SERIES TRUST78468R606424,523$10.0M2.60%
18FIRST TR EXCHANGE-TRADED FD33739Q705178,674$8.8M2.27%
19ISHARES TR46428722687,500$8.7M2.26%
20GLOBAL X FDS37954Y483489,158$8.6M2.23%