Atlas Wealth Partners, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$18.5M
Signature - Title
Ashleigh Swayze - Counsel
Location
2 Meridian Boulevard, First Floor, Wyomissing, Pennsylvania
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 18 $18.5M +$5.81M -$2.25M +$3.56M TPL, INFL, COWZ, ISRG, UTES, XOM 13F-HR 5/8/2024, 12:52 PM
Q4 2023 19 $17.6M +$1.42M -$422K +$1M TPL, INFL, COWZ, AAPL, ISRG, AMZN 13F-HR 1/29/2024, 02:38 PM
Q3 2023 40 $17.4M +$263K -$18.2M -$17.9M TPL, INFL, COWZ, AAPL, AMZN, ISRG 13F-HR 10/31/2023, 09:31 AM
Q2 2023 40 $34.7M +$20.5M -$71.5K +$20.4M TPL, FNV, INFL, MSFT, SCHD, PBT 13F-HR 7/25/2023, 09:12 AM
Q1 2023 13 $14.1M +$904K -$72.1K +$832K TPL, INFL, COWZ, ISRG, UTES, XOM 13F-HR 4/26/2023, 11:59 AM
Q4 2022 13 $15.6M TPL, INFL, COWZ, UTES, ISRG, XOM 13F-HR 2/13/2023, 04:34 PM