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Atlas Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Atlas Wealth Partners, LLC

Investment Activity

  • Atlas Wealth Partners, LLC has $81.11 thousand in total holdings as of March 31, 2025.
  • Atlas Wealth Partners, LLC owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 2.96% of the portfolio was purchased this quarter.
  • About 1.55% of the portfolio was sold this quarter.
  • This quarter, Atlas Wealth Partners, LLC has purchased 52 new stocks and bought additional shares in 23 stocks.
  • Atlas Wealth Partners, LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

FIDELITY WISE ORIGIN BITCOIN
$15,133
GRAYSCALE BITCOIN TRUST ETF
$9,962

Largest New Holdings this Quarter

464285204 - iShares Gold Trust
$349 Holding
45866F104 - Intercontinental Exchange
$214 Holding
00287Y109 - AbbVie
$213 Holding

Largest Purchases this Quarter

iShares Gold Trust
5,922 shares (about $349.00)
LANDBRIDGE COMPANY LLC
4,781 shares (about $344.05)
FIDELITY WISE ORIGIN BITCOIN
3,202 shares (about $230.45)
Horizon Kinetics Blockchain Development ETF
8,220 shares (about $229.00)
Texas Pacific Land
167 shares (about $221.27)

Largest Sales this Quarter

Apple
365 shares (about $81.11)
Virtus Reaves Utilities ETF
1,187 shares (about $76.70)
SPDR S&P 500 ETF Trust
113 shares (about $63.17)
Johnson & Johnson
370 shares (about $61.35)
Franco-Nevada
200 shares (about $31.52)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$17,833$221 1.3%13,45922.0%Energy
FIDELITY WISE ORIGIN BITCOIN
$15,133$230 1.5%210,27018.7%SHS
GRAYSCALE BITCOIN TRUST ETF
$9,962$21 0.2%152,86812.3%SHS REP COM UT
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$4,889$98 2.0%120,2816.0%ETF
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$3,932$32 -0.8%24,9534.8%Basic Materials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,484$88 3.7%88,8533.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,404$12 -0.5%6,4053.0%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$2,102$76 3.8%38,3812.6%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$1,719$4 0.2%22,1462.1%Basic Materials
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,476$51 3.6%58,9281.8%ETF
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$1,388$2 0.1%8,4871.7%Basic Materials
Apple Inc. stock logo
AAPL
Apple
$1,238$81 -6.1%5,5711.5%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$9910.0%2,0001.2%Medical
UTES
Virtus Reaves Utilities ETF
$897$77 -7.9%13,8811.1%ETF
LANDBRIDGE COMPANY LLC
$838$344 69.7%11,6451.0%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$787$6 0.7%4,1351.0%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$730$5 0.7%1,3700.9%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$671$42 6.7%25,2300.8%ETF
Permian Basin Royalty Trust stock logo
PBT
Permian Basin Royalty Trust
$666$13 1.9%67,3630.8%Energy
The Southern Company stock logo
SO
Southern
$659$68 11.5%7,1620.8%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$589$61 -9.4%3,5520.7%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$578$63 -9.9%1,0340.7%Finance
Stryker Co. stock logo
SYK
Stryker
$5600.0%1,5000.7%Medical
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$4810.0%22,6620.6%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4780.0%4,0150.6%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$407$27 -6.3%1,5720.5%Auto/Tires/Trucks
Duke Energy Co. stock logo
DUK
Duke Energy
$373$58 18.4%3,0570.5%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$3710.0%6760.5%Business Services
CME Group Inc. stock logo
CME
CME Group
$363$0 0.1%1,3670.4%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$360$11 3.0%5,0750.4%Utilities
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$349$349 New Holding5,9220.4%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$345$1 0.2%2,1540.4%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$344$9 -2.5%3,1740.4%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3220.0%3400.4%Retail/Wholesale
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$307$5 1.8%11,4050.4%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2880.0%4,7680.4%Consumer Staples
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$277$4 -1.5%8,5930.3%ETF
Carpenter Technology Co. stock logo
CRS
Carpenter Technology
$2750.0%1,5200.3%Basic Materials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$272$8 -3.0%1,8150.3%Consumer Staples
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2680.0%3,4260.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2660.0%1,7050.3%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$2610.0%1,0500.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$254$9 -3.4%2,8840.3%Retail/Wholesale
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$2460.0%1,4000.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2300.0%1,3520.3%Consumer Staples
BCDF
Horizon Kinetics Blockchain Development ETF
$229$229 New Holding8,2200.3%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$227$3 1.5%7,2340.3%ETF
Mesabi Trust stock logo
MSB
Mesabi Trust
$217$22 11.5%8,0570.3%Basic Materials
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$214$214 New Holding1,2410.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$213$213 New Holding1,0180.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2120.0%4250.3%Medical
San Juan Basin Royalty Trust stock logo
SJT
San Juan Basin Royalty Trust
$134$23 21.2%24,3000.2%Energy
Diageo plc stock logo
DEO
Diageo
$0$232 -100.0%00.0%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$0$223 -100.0%00.0%Consumer Discretionary
CACI International Inc stock logo
CACI
CACI International
$0$214 -100.0%00.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$203 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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