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, ISRG, UTES, and represent 77.61% of Atlas Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: TPL (+$5.1M), INFL, MO, COWZ, PFFA, TSLA, TCAF, NEE, NVDA, CME.
- Started 1 new stock position in MO.
- Reduced shares in these 7 stocks: AAPL, AMZN, BRK.B, BBGI, COST, SPY, DEO.
- Sold out of its positions in AMZN, AAPL, BBGI, BRK.B.
- Atlas Wealth Partners was a net buyer of stock by $3.6M.
- Atlas Wealth Partners has $19M in assets under management (AUM), dropping by 1.83%.
- Central Index Key (CIK): 0001965798
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Portfolio Holdings for Atlas Wealth Partners
Atlas Wealth Partners holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 41.3 | $7.6M | +200% | 13k | 569.72 |
|
| Listed Fd Tr Horizon Kinetics (INFL) | 19.9 | $3.7M | +9% | 113k | 32.56 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.9 | $1.5M | +4% | 27k | 55.10 |
|
| Intuitive Surgical Com New (ISRG) | 4.4 | $816k | 2.1k | 388.57 |
|
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 4.1 | $760k | 15k | 51.90 |
|
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| Exxon Mobil Corporation (XOM) | 2.5 | $466k | 4.0k | 116.06 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 2.3 | $417k | +12% | 20k | 20.85 |
|
| Nextera Energy (NEE) | 2.0 | $366k | +6% | 5.1k | 72.05 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $363k | +4% | 400.00 | 907.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $330k | 1.9k | 173.23 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $329k | 726.00 | 453.17 |
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| Tesla Motors (TSLA) | 1.8 | $323k | +16% | 1.8k | 177.77 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 1.6 | $302k | +13% | 10k | 30.08 |
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| Cme (CME) | 1.4 | $266k | +4% | 1.3k | 207.97 |
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| Costco Wholesale Corporation (COST) | 1.4 | $262k | -6% | 340.00 | 770.59 |
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| Diageo Spon Adr New (DEO) | 1.4 | $254k | 1.8k | 139.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $236k | -4% | 457.00 | 516.41 |
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| Altria (MO) | 1.2 | $218k | NEW | 5.0k | 43.88 |
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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 2024 Q1 filed May 8, 2024
- 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