Atlas Wealth Partners, LLC Top Holdings and 13F Report (2024) → READ THIS – If You Missed Out On The AI Boom (From Banyan Hill Publishing) (Ad) About Atlas Wealth Partners, LLCInvestment ActivityAtlas Wealth Partners, LLC has $18.45 thousand in total holdings as of March 31, 2024.Atlas Wealth Partners, LLC owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 31.82% of the portfolio was purchased this quarter.About 12.18% of the portfolio was sold this quarter.This quarter, Atlas Wealth Partners, LLC has purchased 21 new stocks and bought additional shares in 11 stocks.Atlas Wealth Partners, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings Texas Pacific Land $7,612Horizon Kinetics Inflation Beneficiaries ETF $3,668Pacer US Cash Cows 100 ETF $1,465Intuitive Surgical $816Virtus Reaves Utilities ETF $760 Largest New Holdings this Quarter Altria Group $218 Holding Largest Purchases this Quarter Texas Pacific Land 8,919 shares (about $5.08K)Horizon Kinetics Inflation Beneficiaries ETF 9,641 shares (about $313.91)Altria Group 4,968 shares (about $218.00)Pacer US Cash Cows 100 ETF 1,228 shares (about $67.67)Virtus InfraCap U.S. Preferred Stock ETF 2,225 shares (about $46.39) Largest Sales this Quarter Costco Wholesale 25 shares (about $19.26)SPDR S&P 500 ETF Trust 22 shares (about $11.36)Diageo 15 shares (about $2.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtlas Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$7,612$5,081 ▲200.8%13,36141.3%Oils/EnergyINFLHorizon Kinetics Inflation Beneficiaries ETF$3,668$314 ▲9.4%112,65319.9%ETFCOWZPacer US Cash Cows 100 ETF$1,465$68 ▲4.8%26,5877.9%ETFISRGIntuitive Surgical$8160.0%2,1004.4%MedicalUTESVirtus Reaves Utilities ETF$760$10 ▲1.4%14,6434.1%ETFXOMExxon Mobil$4660.0%4,0152.5%Oils/EnergyPFFAVirtus InfraCap U.S. Preferred Stock ETF$417$46 ▲12.5%20,0002.3%ETFNEENextEra Energy$366$23 ▲6.8%5,0802.0%UtilitiesNVDANVIDIA$363$15 ▲4.4%4002.0%Computer and TechnologyGOOGAlphabet$3300.0%1,9051.8%Computer and TechnologyMAMastercard$329$3 ▲0.8%7261.8%Business ServicesTSLATesla$323$46 ▲16.5%1,8171.8%Auto/Tires/TrucksTCAFT. Rowe Price Capital Appreciation Equity ETF$302$36 ▲13.6%10,0401.6%ETFCMECME Group$266$11 ▲4.5%1,2791.4%FinanceCOSTCostco Wholesale$262$19 ▼-6.8%3401.4%Retail/WholesaleDEODiageo$254$2 ▼-0.8%1,8251.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$236$11 ▼-4.6%4571.3%FinanceMOAltria Group$218$218 ▲New Holding4,9681.2%Consumer StaplesAAPLApple$0$985 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$744 ▼-100.0%00.0%Retail/WholesaleBRK.BBerkshire Hathaway$0$461 ▼-100.0%00.0%FinanceBBGIBeasley Broadcast Group$0$25 ▼-100.0%00.0%Consumer Discretionary More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
