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Atlas Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Atlas Wealth Partners, LLC

Investment Activity

  • Atlas Wealth Partners, LLC has $79.01 thousand in total holdings as of December 31, 2024.
  • Atlas Wealth Partners, LLC owns shares of 52 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 61.76% of the portfolio was purchased this quarter.
  • About 0.34% of the portfolio was sold this quarter.
  • This quarter, Atlas Wealth Partners, LLC has purchased 22 new stocks and bought additional shares in 9 stocks.
  • Atlas Wealth Partners, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.

Largest Holdings

FIDELITY WISE ORIGIN BITCOIN
$16,893
GRAYSCALE BITCOIN TRUST ETF
$11,292

Largest New Holdings this Quarter

FIDELITY WISE ORIGIN BITCOIN
$16,893 Holding
GRAYSCALE BITCOIN TRUST ETF
$11,292 Holding
Franco-Nevada
$2,958 Holding
Microsoft
$2,713 Holding

Largest Purchases this Quarter

FIDELITY WISE ORIGIN BITCOIN
207,068 shares (about $16.89K)
GRAYSCALE BITCOIN TRUST ETF
152,552 shares (about $11.29K)
Franco-Nevada
25,153 shares (about $2.96K)
Microsoft
6,437 shares (about $2.71K)
Schwab US Dividend Equity ETF
85,709 shares (about $2.34K)

Largest Sales this Quarter

Intuitive Surgical
100 shares (about $52.20)
Apple
134 shares (about $33.57)
Berkshire Hathaway
65 shares (about $29.44)
Mastercard
50 shares (about $26.33)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FIDELITY WISE ORIGIN BITCOIN
$16,893$16,893 New Holding207,06821.4%SHS
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$14,700$264 1.8%13,29218.6%Oils/Energy
GRAYSCALE BITCOIN TRUST ETF
$11,292$11,292 New Holding152,55214.3%SHS REP COM UT
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$4,488$160 3.7%117,8705.7%ETF
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$2,958$2,958 New Holding25,1533.7%Basic Materials
Microsoft Co. stock logo
MSFT
Microsoft
$2,713$2,713 New Holding6,4373.4%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,342$2,342 New Holding85,7093.0%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$2,096$254 13.8%36,9872.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,585$1,585 New Holding56,8782.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,487$34 -2.2%5,9361.9%Computer and Technology
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$1,242$1,242 New Holding22,0911.6%Basic Materials
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$1,118$1,118 New Holding8,4771.4%Basic Materials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,044$52 -4.8%2,0001.3%Medical
UTES
Virtus Reaves Utilities ETF
$961$37 4.0%15,0681.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$901$14 -1.6%4,1051.1%Retail/Wholesale
Permian Basin Royalty Trust stock logo
PBT
Permian Basin Royalty Trust
$730$730 New Holding66,0980.9%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$677$38 6.0%1,6770.9%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$672$380 129.9%1,1470.9%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$617$617 New Holding23,6480.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$616$29 -4.6%1,3600.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$567$567 New Holding3,9220.7%Medical
Stryker Co. stock logo
SYK
Stryker
$541$541 New Holding1,5000.7%Medical
The Southern Company stock logo
SO
Southern
$529$529 New Holding6,4220.7%Utilities
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$496$58 13.3%22,6620.6%ETF
LANDBRIDGE COMPANY LLC
$443$443 New Holding6,8640.6%CL A
NVIDIA Co. stock logo
NVDA
NVIDIA
$437$32 8.0%3,2560.6%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4320.0%4,0150.5%Oils/Energy
Mastercard Incorporated stock logo
MA
Mastercard
$356$26 -6.9%6760.5%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$353$18 -4.9%4,9250.4%Utilities
CME Group Inc. stock logo
CME
CME Group
$333$20 6.2%1,3660.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$325$19 -5.5%1,7050.4%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3120.0%3400.4%Retail/Wholesale
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$290$44 -13.1%8,7280.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$289$289 New Holding11,2050.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$285$285 New Holding1,8710.4%Consumer Staples
Duke Energy Co. stock logo
DUK
Duke Energy
$278$278 New Holding2,5820.4%Utilities
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$270$270 New Holding1,4000.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$270$270 New Holding2,9840.3%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$265$265 New Holding3,4260.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$262$262 New Holding2,1500.3%Consumer Staples
Carpenter Technology Co. stock logo
CRS
Carpenter Technology
$258$258 New Holding1,5200.3%Basic Materials
Altria Group, Inc. stock logo
MO
Altria Group
$251$11 -4.0%4,7680.3%Consumer Staples
Diageo plc stock logo
DEO
Diageo
$2320.0%1,8250.3%Consumer Staples
International Business Machines Co. stock logo
IBM
International Business Machines
$231$231 New Holding1,0500.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$227$227 New Holding1,3520.3%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$223$223 New Holding1,9950.3%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$221$221 New Holding4250.3%Medical
CACI International Inc stock logo
CACI
CACI International
$214$214 New Holding5300.3%Computer and Technology
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$209$209 New Holding7,1240.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$203$203 New Holding1,0700.3%Computer and Technology
Mesabi Trust stock logo
MSB
Mesabi Trust
$202$202 New Holding7,2270.3%Basic Materials
San Juan Basin Royalty Trust stock logo
SJT
San Juan Basin Royalty Trust
$77$77 New Holding20,0500.1%Oils/Energy
Beasley Broadcast Group, Inc. stock logo
BBGI
Beasley Broadcast Group
$0$18 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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