Atlas Wealth LLC Reduced Holdings in Q2 2025

Atlas Wealth LLC

  • $180 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-49.3K
- 36.26%
$152.93 - $181.74 $7.54M - $8.97M
86.7K $15.8M
AAPL
Apple Inc.

Technology
-300
- 0.36%
$172.42 - $223.89 $51.7K - $67.2K
82.8K $17M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-21.9K
- 19.46%
$47.46 - $55.3 $1.04M - $1.21M
90.7K $5M
PG
Procter & Gamble CO

Consumer Defensive
-295
- 0.36%
$157.66 - $172.39 $46.5K - $50.9K
82K $13.1M
DEUS
Xtrackers Russell Us Multifact

ETFs
-15.5K
- 60.59%
$48.13 - $56.21 $747K - $872K
10.1K $567K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-19.2K
- 21.04%
$32.0 - $39.87 $613K - $764K
71.9K $2.86M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.59K
- 15.08%
N/A
31.5K $2.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-17.8K
- 20.77%
$29.52 - $35.31 $525K - $628K
67.9K $2.39M
JHMM
John Hancock Multifactor Mid C

ETFs
-6.08K
- 9.28%
$50.32 - $61.13 $306K - $372K
59.5K $3.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57
- 3.18%
$483.48 - $539.8 $27.6K - $30.8K
1.73K $841K
UPS
United Parcel Service Inc

Industrials
-47
- 1.48%
$91.92 - $110.2 $4.32K - $5.18K
3.14K $316K
VUG
Vanguard Growth ETF

ETFs
-243
- 20.93%
$329.49 - $438.4 $80.1K - $107K
918 $402K
PSCF
Invesco S&P Smallcap Financial

ETFs
-776
- 7.14%
$46.07 - $54.38 $35.8K - $42.2K
10.1K $548K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-546
- 9.32%
$52.31 - $63.72 $28.6K - $34.8K
5.31K $338K
SMOT
Vaneck ETF Tr Morningstar Smid
-3.66K
- 24.35%
N/A
11.4K $0
MSPRO
Morgan Stanley Dep Shs Each Re
-11.6K
- 30.51%
N/A
26.5K $0
First Trust Active Global Quality Income ETF
-1.89K
- 1.13%
N/A
164K $0
MSPRA
Morgan Stanley Dep Shs Repstg
-3.76K
- 1.91%
N/A
193K $0
RDVY
First Trust Rising Dividend Ac

ETFs
-2.25K
- 6.46%
$51.6 - $62.74 $116K - $141K
32.6K $2.04M
GOOGL
Alphabet Inc.

Communication Services
-500
- 10.29%
$144.7 - $178.6 $72.4K - $89.3K
4.36K $768K
PM
Philip Morris International Inc.

Consumer Defensive
-200
- 5.45%
$149.23 - $184.95 $29.8K - $37K
3.47K $632K
TSLA
Tesla, Inc.

Consumer Cyclical
-91
- 5.29%
$221.86 - $362.89 $20.2K - $33K
1.63K $517K
GOOG
Alphabet Inc.

Communication Services
-2.98K
- 6.06%
$146.58 - $180.01 $437K - $537K
46.2K $8.19M
JPM
Jpmorgan Chase & CO

Financial Services
-137
- 0.5%
$210.28 - $289.91 $28.8K - $39.7K
27.5K $7.98M
Activity Summary
Buys All Purchases 47 New Holdings 15 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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