Atlas Wealth LLC Purchases in Q1 2025

Atlas Wealth LLC

  • $171 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
45.6K
+ 35.84%
$50.48 - $51.04 $2.3M - $2.33M
173K $8.76M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
82K
+ 133.71%
$13.4 - $14.48 $1.1M - $1.19M
143K $1.92M
JHMM
John Hancock Multifactor Mid C

ETFs
20.9K
+ 46.72%
$55.69 - $63.12 $1.16M - $1.32M
65.6K $3.76M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.1K
+ 24.41%
$53.6 - $58.97 $1.18M - $1.3M
113K $6.17M
RDVY
First Trust Rising Dividend Ac

ETFs
7.5K
+ 27.46%
$57.22 - $63.39 $429K - $476K
34.8K $2.04M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.88K
+ 15.16%
N/A
37.1K $3.18M
TBUX
T Rowe Price Exchange Traded F

ETFs
7.72K
New
$49.57 - $49.82 $383K - $384K
7.72K $383K
AEP
American Electric Power CO Inc

Utilities
2.14K
New
$90.32 - $109.27 $193K - $234K
2.14K $233K
SBUX
Starbucks Corp

Consumer Cyclical
2.05K
New
$91.75 - $115.81 $188K - $237K
2.05K $201K
AMGN
Amgen Inc

Healthcare
644
New
$258.59 - $327.36 $167K - $211K
644 $200K
FTCS
First Trust Capital Strength E

ETFs
393
+ 0.77%
$86.39 - $91.35 $34K - $35.9K
51.3K $4.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.06K
+ 1.54%
$169.43 - $182.84 $349K - $376K
136K $23.6M
JNJ
Johnson & Johnson

Healthcare
226
+ 12.15%
$142.06 - $167.7 $32.1K - $37.9K
2.09K $345K
MOTI
Vaneck Morningstar Internation

ETFs
1.39K
+ 17.86%
$29.35 - $35.37 $40.7K - $49K
9.15K $304K
FLR
Fluor Corp

Industrials
5.44K
+ 49.52%
$34.29 - $55.28 $187K - $301K
16.4K $588K
PEP
Pepsico Inc

Consumer Defensive
293
+ 7.52%
$142.64 - $156.42 $41.8K - $45.8K
4.19K $627K
JHSC
John Hancock ETF Tr Multifacto

ETFs
6.68K
+ 7.04%
$36.26 - $41.89 $242K - $280K
102K $3.79M
UPS
United Parcel Service Inc

Industrials
435
+ 15.81%
$109.66 - $136.26 $47.7K - $59.3K
3.19K $350K
RFPRE
Regions Finl Corp New Deposita
6.87K
+ 3.45%
N/A
206K $0
COFPRL
Capital One Finl Corp Dep Shs
126K
+ 43.23%
N/A
416K $0
SMOT
Vaneck ETF Tr Morningstar Smid
3.66K
+ 32.19%
N/A
15K $0
SLMBP
Slm Corporation

Financial Services
20.4K
+ 43.39%
N/A
67.5K $0
MSPRO
Morgan Stanley Dep Shs Each Re
14.8K
+ 63.74%
N/A
38.1K $0
Pgim Aaa Clo ETF
18.2K
+ 21.81%
N/A
102K $0
First Eagle Overseas Equity ETF
7.98K
New
N/A
7.98K $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.15K
+ 5.1%
$32.49 - $37.99 $135K - $158K
85.7K $2.87M
ORCL
Oracle Corp

Technology
64
+ 2.12%
$139.81 - $186.47 $8.95K - $11.9K
3.08K $430K
GOOGL
Alphabet Inc.

Communication Services
500
+ 11.47%
$154.33 - $206.19 $77.2K - $103K
4.86K $751K
NVDA
Nvidia Corp

Technology
1.9K
+ 16.5%
$106.98 - $149.43 $203K - $284K
13.4K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.07%
$190.26 - $242.06 $3.04K - $3.87K
23.6K $4.48M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
126
+ 0.13%
$67.24 - $84.27 $8.47K - $10.6K
97.8K $6.67M
MSFT
Microsoft Corp

Technology
531
+ 1.85%
$375.39 - $447.2 $199K - $237K
29.2K $11M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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