Atlas Wealth LLC Reduced Holdings in Q3 2025

Atlas Wealth LLC

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-61.2K
- 70.56%
$181.56 - $190.33 $11.1M - $11.6M
25.5K $4.84M
PG
Procter & Gamble CO

Consumer Defensive
-362
- 0.44%
$150.47 - $161.22 $54.5K - $58.4K
81.6K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.83K
- 7.42%
$211.65 - $238.24 $388K - $437K
22.9K $5.02M
IBM
International Business Machines Corp

Technology
-615
- 3.52%
$234.77 - $292.47 $144K - $180K
16.9K $4.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-401
- 23.14%
$459.11 - $506.91 $184K - $203K
1.33K $669K
MCD
Mcdonalds Corp

Consumer Cyclical
-450
- 37.47%
$291.67 - $316.99 $131K - $143K
751 $228K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.65K
- 6.23%
$55.15 - $58.11 $312K - $328K
85K $4.89M
VTV
Vanguard Value ETF

ETFs
-548
- 25.92%
$175.51 - $186.57 $96.2K - $102K
1.57K $292K
VUG
Vanguard Growth ETF

ETFs
-217
- 23.64%
$433.97 - $484.08 $94.2K - $105K
701 $336K
META
Meta Platforms, Inc.

Communication Services
-25
- 0.82%
$695.21 - $791.73 $17.4K - $19.8K
3.01K $2.21M
PSCF
Invesco S&P Smallcap Financial

ETFs
-1.04K
- 10.27%
$53.69 - $59.65 $55.7K - $61.9K
9.06K $519K
Ge Vernova Incorporated
-64
- 10.27%
N/A
559 $0
First Trust Active Global Quality Income ETF
-2.02K
- 1.23%
N/A
162K $0
USBPRH
U.S. Bancorp Depositary Shares
-7.44K
- 0.7%
N/A
1.06M $0
BMLPRG
Bk Of America Dep Shs Repstg 1
-1.55K
- 0.83%
N/A
186K $0
MSPRA
Morgan Stanley Dep Shs Repstg
-2.74K
- 1.42%
N/A
191K $0
GSPRA
Goldman Sachs Group Inc Dep Sh
-1.61K
- 0.48%
N/A
332K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
-276
- 5.2%
$63.41 - $69.69 $17.5K - $19.2K
5.04K $344K
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 2.22%
$357.4 - $423.42 $5K - $5.93K
618 $250K
PEP
Pepsico Inc

Consumer Defensive
-48
- 1.11%
$133.81 - $152.16 $6.42K - $7.3K
4.27K $599K
SYF
Synchrony Financial

Financial Services
-98
- 0.73%
$67.53 - $76.86 $6.62K - $7.53K
13.3K $942K
ORCL
Oracle Corp

Technology
-195
- 6.33%
$218.96 - $328.33 $42.7K - $64K
2.89K $811K
NVDA
Nvidia Corp

Technology
-1.1K
- 8.21%
$153.3 - $186.58 $169K - $206K
12.3K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 3.62%
$293.94 - $444.72 $17.3K - $26.2K
1.57K $698K
RJF
Raymond James Financial Inc

Financial Services
-31
- 0.32%
$154.64 - $176.43 $4.79K - $5.47K
9.71K $1.68M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-438
- 0.61%
$39.37 - $44.24 $17.2K - $19.4K
71.5K $3.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 1.21%
$404.94 - $499.99 $20.2K - $25K
4.09K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
-931
- 3.38%
$282.78 - $316.06 $263K - $294K
26.6K $8.39M
MSFT
Microsoft Corp

Technology
-175
- 0.6%
$491.09 - $535.64 $85.9K - $93.7K
29K $15M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-113
- 0.11%
$82.22 - $96.68 $9.29K - $10.9K
99.3K $9.6M
GOOG
Alphabet Inc.

Communication Services
-599
- 1.3%
$175.16 - $255.24 $105K - $153K
45.6K $11.1M
AAPL
Apple Inc.

Technology
-1.06K
- 1.28%
$202.38 - $256.87 $214K - $272K
81.7K $20.8M
Activity Summary
Buys All Purchases 43 New Holdings 14 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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