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Latest Atlas Wealth Partners, LLC Stock Portfolio

$18.12Million

Equity Portfolio Value
Last Reported on: 29 Jan, 2024

About Atlas Wealth Partners, LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Atlas Wealth Partners, LLC reported an equity portfolio of $18.1 Millions as of 31 Dec, 2023.

The top stock holdings of Atlas Wealth Partners, LLC are , META, AFTY. The fund has invested 36.5% of it's portfolio in TEXAS PACIFIC LAND CORPORATI and 17.2% of portfolio in LISTED FD TR.

The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), INTUITIVE SURGICAL INC (ISRG) and AMAZON COM INC (AMZN). Atlas Wealth Partners, LLC opened new stock positions in CME GROUP INC (CME), COSTCO WHSL CORP NEW (COST) and T ROWE PRICE ETF INC (TAGG). The fund showed a lot of confidence in some stocks as they added substantially to PACER FDS TR (AFTY), NEXTERA ENERGY INC (NEE) and TESLA INC (TSLA).

New Buys

Ticker$ Bought
CME GROUP INC253,000
COSTCO WHSL CORP NEW251,000
T ROWE PRICE ETF INC248,000
NVIDIA CORPORATION234,000
SPDR S&P 500 ETF TR233,000

New stocks bought by Atlas Wealth Partners, LLC

Additions

Ticker% Inc.
PACER FDS TR15.92
NEXTERA ENERGY INC11.75
TESLA INC6.85
ETFIS SER TR I5.65
LISTED FD TR4.64
ETFIS SER TR I1.05
TEXAS PACIFIC LAND CORPORATI0.98

Additions to existing portfolio by Atlas Wealth Partners, LLC

Reductions

Ticker% Reduced
APPLE INC-12.03
INTUITIVE SURGICAL INC-8.7
AMAZON COM INC-1.27
EXXON MOBIL CORP-0.62

Atlas Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
VERIZON COMMUNICATIONS INC-200,000

Atlas Wealth Partners, LLC got rid off the above stocks

Current Stock Holdings of Atlas Wealth Partners, LLC

Last Reported on: 29 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC5.435,119985,000REDUCED-12.03
AFTYPACER FDS TR7.2725,3591,317,000ADDED15.92
AMZAETFIS SER TR I3.4514,443625,000ADDED1.05
AMZAETFIS SER TR I2.0517,775371,000ADDED5.65
AMZNAMAZON COM INC4.114,677744,000REDUCED-1.27
BBGIBEASLEY BROADCAST GROUP INC0.1427,00025,000UNCHANGED0.00
BRKABERKSHIRE HATHAWAY INC DEL2.541,195461,000UNCHANGED0.00
CMECME GROUP INC1.401,224253,000NEW
COSTCOSTCO WHSL CORP NEW1.39365251,000NEW
DEODIAGEO PLC1.471,840266,000UNCHANGED0.00
GOOGALPHABET INC1.621,905293,000UNCHANGED0.00
ISRGINTUITIVE SURGICAL INC4.342,100787,000REDUCED-8.7
MAMASTERCARD INCORPORATED1.74720316,000UNCHANGED0.00
METALISTED FD TR17.23103,0123,122,000ADDED4.64
NEENEXTERA ENERGY INC1.534,755278,000ADDED11.75
NVDANVIDIA CORPORATION1.29383234,000NEW
SPYSPDR S&P 500 ETF TR1.29479233,000NEW
TAGGT ROWE PRICE ETF INC1.378,840248,000NEW
TSLATESLA INC1.581,559286,000ADDED6.85
VZVERIZON COMMUNICATIONS INC0.000.000.00SOLD OFF-100
XOMEXXON MOBIL CORP2.294,015414,000REDUCED-0.62
TEXAS PACIFIC LAND CORPORATI36.494,4426,613,000ADDED0.98