Atlas Wealth LLC Portfolio Holdings
Atlas Wealth LLC
- $171 Million
- Q1 2025
Atlas Wealth LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $171 Million distributed in 97 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 $23.6M, Apple Inc. with a value of $18.5M, Procter & Gamble CO with a value of $14M, Microsoft Corp with a value of $11M, and Janus Detroit Str Tr Janus Hen with a value of $8.76M.
Examining the 13F form we can see an decrease of $7.65M in the current position value, from $178M to 171M.
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
$171 Million
ETFs: $77.5 Million
Technology: $38.9 Million
Consumer Defensive: $16.2 Million
Financial Services: $12.4 Million
Communication Services: $11.4 Million
Consumer Cyclical: $5.74 Million
Healthcare: $3.2 Million
Industrials: $2.04 Million
Other: $777,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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