Atlas Wealth LLC Portfolio Holdings

Atlas Wealth LLC

  • $232 Billion
  • Q3 2024

Atlas Wealth LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $232 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $23.7B, U.S. Bancorp Depositary Shares with a value of $23B, Apple Inc. with a value of $20.1B, Bk Of America Dep Shs Rsptg 1/ with a value of $16.6B, and Procter & Gamble CO with a value of $14.7B.

Examining the 13F form we can see an decrease of $412B in the current position value, from $644B to 232B.

Atlas Wealth LLC is based out at Cincinnati, OH

Below you can find more details about Atlas Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $232 Billion
ETFs: $59.6 Billion
Technology: $40.3 Billion
Consumer Defensive: $16.3 Billion
Financial Services: $10.7 Billion
Communication Services: $10.7 Billion
Consumer Cyclical: $5.4 Billion
Healthcare: $3.78 Billion
Industrials: $2.24 Billion
Other: $223 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $232 Billion
  • Prior Value $644 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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