Atlas Wealth Partners
Latest statistics and disclosures from Atlas Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, INFL, COWZ, AAPL, ISRG, and represent 70.76% of Atlas Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: CME, COST, TCAF, NVDA, SPY, COWZ, INFL, TPL, NEE, PFFA.
- Started 5 new stock positions in TCAF, COST, SPY, CME, NVDA.
- Reduced shares in these 5 stocks: VZ, AAPL, ISRG, AMZN, XOM.
- Sold out of its position in VZ.
- Atlas Wealth Partners was a net buyer of stock by $1.3M.
- Atlas Wealth Partners has $18M in assets under management (AUM), dropping by 4.24%.
- Central Index Key (CIK): 0001965798
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Portfolio Holdings for Atlas Wealth Partners
Atlas Wealth Partners holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 36.5 | $6.6M | 4.4k | 1488.74 |
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| Listed Fd Tr Horizon Kinetics (INFL) | 17.2 | $3.1M | +4% | 103k | 30.31 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.3 | $1.3M | +15% | 25k | 51.93 |
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| Apple (AAPL) | 5.4 | $985k | -12% | 5.1k | 192.42 |
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| Intuitive Surgical Com New (ISRG) | 4.3 | $787k | -8% | 2.1k | 374.76 |
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| Amazon (AMZN) | 4.1 | $744k | 4.7k | 159.08 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 3.4 | $625k | 14k | 43.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $461k | 1.2k | 385.77 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $414k | 4.0k | 103.11 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 2.0 | $371k | +5% | 18k | 20.87 |
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| Mastercard Incorporated Cl A (MA) | 1.7 | $316k | 720.00 | 438.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $293k | 1.9k | 153.81 |
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| Tesla Motors (TSLA) | 1.6 | $286k | +6% | 1.6k | 183.45 |
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| Nextera Energy (NEE) | 1.5 | $278k | +11% | 4.8k | 58.46 |
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| Diageo Spon Adr New (DEO) | 1.5 | $266k | 1.8k | 144.57 |
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| Cme (CME) | 1.4 | $253k | NEW | 1.2k | 206.70 |
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| Costco Wholesale Corporation (COST) | 1.4 | $251k | NEW | 365.00 | 687.67 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 1.4 | $248k | NEW | 8.8k | 28.05 |
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| NVIDIA Corporation (NVDA) | 1.3 | $234k | NEW | 383.00 | 610.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $233k | NEW | 479.00 | 486.43 |
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| Beasley Broadcast Group Cl A (BBGI) | 0.1 | $25k | 27k | 0.93 |
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Past Filings by Atlas Wealth Partners
SEC 13F filings are viewable for Atlas Wealth Partners going back to 2022
- Atlas Wealth Partners 2023 Q4 filed Jan. 29, 2024
- Atlas Wealth Partners 2023 Q3 filed Oct. 31, 2023
- Atlas Wealth Partners 2023 Q2 filed July 25, 2023
- Atlas Wealth Partners 2023 Q1 filed April 26, 2023
- Atlas Wealth Partners 2022 Q4 filed Feb. 14, 2023