Atlas Wealth Partners, LLC Portfolio Holdings

Atlas Wealth Partners, LLC

  • $79 Million
  • Q4 2024

Atlas Wealth Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $79 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Wise Origin Bitcoin with a value of $16.9M, Texas Pacific Land Corp with a value of $14.7M, Grayscale Bitcoin Trust (Btc) with a value of $11.3M, Listed Fds Tr Horizon Kinetics with a value of $4.49M, and Franco Nevada Corp with a value of $2.96M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $65.6M to 79M.

Atlas Wealth Partners, LLC is based out at Wyomissing, PA

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

Portfolio value $79 Million
ETFs: $24.4 Million
Energy: $15.9 Million
Basic Materials: $5.52 Million
Technology: $5.08 Million
Healthcare: $2.37 Million
Consumer Defensive: $1.84 Million
Consumer Cyclical: $1.58 Million
Financial Services: $1.58 Million
Other: $2.17 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$14.7 Million 18.6% of portfolio
13,292
Q4 2024 Added 1.83%
$54.1B
$11.3 Million 14.29% of portfolio
152,552
Q4 2024 Reduced 0.9%
$26.4B
$2.96 Million 3.74% of portfolio
25,153
Q4 2024 Reduced 1.82%
$28.9B
$1.24 Million 1.57% of portfolio
22,091
Q4 2024 Added 0.34%
$148B
$541,000 0.68% of portfolio
1,500
Q3 2024 New
$90.6B
$529,000 0.67% of portfolio
6,422
Q4 2024 Added 5.76%
$137B
$353,000 0.45% of portfolio
4,925
Q4 2024 Added 1.03%
$87.2B
$333,000 0.42% of portfolio
1,366
Q3 2024 Added 6.22%
$198B
$285,000 0.36% of portfolio
1,871
Q4 2024 Reduced 5.07%
$86.6B
$278,000 0.35% of portfolio
2,582
Q4 2024 Added 16.94%
$80.4B
$270,000 0.34% of portfolio
1,400
Q4 2024 Reduced 22.22%
$94.3B
$251,000 0.32% of portfolio
4,768
Q4 2024 Reduced 4.03%
$66B
$232,000 0.29% of portfolio
1,825
Q1 2024 Reduced 0.82%
$10.1B
$214,000 0.27% of portfolio
530
Q4 2024 Added 4.95%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $79 Million
  • Prior Value $65.6 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Atlas Wealth Partners, LLC Portfolio

Follow Atlas Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email