Atlas Wealth LLC Portfolio Holdings
Atlas Wealth LLC
- $180 Million
- Q2 2025
Atlas Wealth LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17M, Invesco S&P 500 Equal Weight E with a value of $15.8M, Microsoft Corp with a value of $14.5M, Procter & Gamble CO with a value of $13.1M, and Janus Detroit Str Tr Janus Hen with a value of $9.89M.
Examining the 13F form we can see an increase of $9.24M in the current position value, from $171M to 180M.
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
$180 Million
ETFs: $77.3 Million
Technology: $43.2 Million
Consumer Defensive: $15.3 Million
Financial Services: $14.6 Million
Communication Services: $12.7 Million
Consumer Cyclical: $6.52 Million
Industrials: $2.6 Million
Healthcare: $2.45 Million
Other: $1.11 Million