Atlas Wealth LLC Purchases in Q4 2024

Atlas Wealth LLC

  • $178 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DEUS
Xtrackers Russell Us Multifact

ETFs
138K
New
$53.65 - $58.19 $7.43M - $8.06M
138K $7.43M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
61.3K
New
$13.32 - $14.58 $817K - $894K
61.3K $821K
WFC
Wells Fargo & Company

Financial Services
10.5K
New
$54.98 - $77.35 $579K - $814K
10.5K $739K
UBER
Uber Technologies, Inc

Technology
9K
New
$59.93 - $86.34 $539K - $777K
9K $542K
VUG
Vanguard Growth ETF

ETFs
1.16K
New
$378.79 - $428.11 $440K - $497K
1.16K $476K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.1K
New
$40.26 - $42.88 $448K - $477K
11.1K $450K
PM
Philip Morris International Inc.

Consumer Defensive
3.67K
New
$118.38 - $133.06 $435K - $488K
3.67K $441K
TWLO
Twilio Inc

Communication Services
4K
New
$63.73 - $114.96 $255K - $460K
4K $432K
VTV
Vanguard Value ETF

ETFs
2.12K
New
$168.32 - $181.87 $357K - $385K
2.12K $358K
RBLX
Roblox Corp

Communication Services
5K
New
$39.86 - $61.45 $199K - $307K
5K $289K
BMY
Bristol Myers Squibb CO

Healthcare
3.92K
New
$51.92 - $59.94 $203K - $235K
3.92K $221K
IEFA
Ishares Tr

ETFs
3.11K
New
$70.06 - $77.43 $218K - $241K
3.11K $218K
ZETA
Zeta Global Holdings Corp.

Technology
10K
New
$17.37 - $36.74 $174K - $367K
10K $179K
KRP
Kimbell Royalty Partners, LP

Energy
10K
New
$15.38 - $16.83 $154K - $168K
10K $162K
PR
Permian Resources Corporation

Energy
10K
New
$13.41 - $16.21 $134K - $162K
10K $143K
SLMBP
Slm Corporation

Financial Services
47.1K
New
N/A
47.1K $0
RFPRE
Regions Finl Corp New Deposita
199K
New
N/A
199K $0
Ge Vernova Incorporated
699
New
N/A
699 $0
Pgim Aaa Clo ETF
79.4K
+ 1877.27%
N/A
83.6K $0
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 13.46%
$385.02 - $431.37 $28.9K - $32.4K
632 $245K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 4.34%
$288.47 - $316.54 $14.4K - $15.8K
1.2K $348K
SMOT
Vaneck ETF Tr Morningstar Smid
1.03K
+ 9.99%
N/A
11.4K $0
MSPRO
Morgan Stanley Dep Shs Each Re
3.8K
+ 19.48%
N/A
23.3K $0
PSCF
Invesco S&P Smallcap Financial

ETFs
1.51K
+ 15.48%
$53.94 - $61.67 $81.2K - $92.8K
11.2K $621K
GE
General Electric CO

Industrials
40
+ 1.37%
$159.95 - $194.23 $6.4K - $7.77K
2.97K $494K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
115K
+ 989.4%
$50.62 - $50.97 $5.84M - $5.89M
127K $6.45M
GOOGL
Alphabet Inc.

Communication Services
400
+ 10.1%
$161.86 - $196.66 $64.7K - $78.7K
4.36K $825K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
124
+ 7.44%
$442.29 - $483.08 $54.8K - $59.9K
1.79K $811K
NXDTPRA
Nexpoint Diversified Real Esta
14.7K
+ 29.11%
N/A
65.3K $0
NVDA
Nvidia Corp

Technology
4.99K
+ 76.29%
$117.0 - $148.88 $584K - $743K
11.5K $1.55M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
23.4K
+ 266.72%
N/A
32.2K $2.76M
CSCO
Cisco Systems, Inc.

Technology
369
+ 1.94%
$52.45 - $60.02 $19.4K - $22.1K
19.4K $1.15M
RDVY
First Trust Rising Dividend Ac

ETFs
6.52K
+ 31.33%
$58.65 - $64.37 $382K - $420K
27.3K $1.62M
T Rowe Price ETF Inc Capital Appreciation Equity
4.28K
+ 11.17%
N/A
42.6K $0
META
Meta Platforms, Inc.

Communication Services
1K
+ 32.81%
$554.08 - $632.68 $555K - $634K
4.06K $2.39M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
47.2K
+ 62.54%
N/A
123K $0
COFPRL
Capital One Finl Corp Dep Shs
186K
+ 177.58%
N/A
291K $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.43K
+ 8.57%
$35.45 - $40.33 $228K - $259K
81.5K $2.92M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36.5K
+ 67.5%
$56.06 - $61.35 $2.04M - $2.24M
90.5K $5.11M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
21K
+ 28.8%
$43.84 - $48.76 $920K - $1.02M
93.9K $4.13M
FTCS
First Trust Capital Strength E

ETFs
6.59K
+ 14.84%
$87.62 - $94.03 $577K - $619K
51K $4.48M
AMZN
Amazon Com Inc

Consumer Cyclical
420
+ 1.82%
$180.88 - $232.93 $76K - $97.8K
23.6K $5.17M
GOOG
Alphabet Inc.

Communication Services
2.72K
+ 5.78%
$163.08 - $198.16 $443K - $538K
49.7K $9.46M
USBPRH
U.S. Bancorp Depositary Shares
2.33K
+ 0.22%
N/A
1.07M $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.72K
+ 1.3%
$174.22 - $187.62 $300K - $323K
134K $23.5M
Activity Summary
Buys All Purchases 46 New Holdings 19 Increased Positions 27 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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