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Atlas Wealth Partners, LLC13F | |
| Atlas Wealth Partners, LLC | |
| Last update 2025-05-05 | 52 Stocks (4 new) |
| Value $81.00 Mil | Turnover 3 % |
Atlas Wealth Partners, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPL | Texas Pacific Land Corp | 13,459 | 17,830.0 | +1.26% | 21.980 | +0.27% | 0.060 | -27.32% | -12.12% | 22,284.8 | Oil & Gas | |
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 210,270 | 15,130.0 | +1.55% | 18.650 | +0.28% | 0.100 | +27.08% | +27.36% | 21,940.1 | ||
GBTC | Grayscale Bitcoin Trust | 152,868 | 9,960.0 | +0.21% | 12.280 | +0.03% | 0.060 | +26.73% | +26.56% | 21,831.6 | ||
INFL |
Horizon Kinetics Inflation Beneficiaries ETF
Horizon Kinetics Inflation Beneficiaries ETF
| 120,281 | 4,890.0 | +2.05% | 6.030 | +0.12% | 0.410 | +3.08% | +11.15% | 1,257.8 | ||
FNV | Franco-Nevada Corp | 24,953 | 3,930.0 | -0.80% | 4.840 | -0.03% | 0.010 | -4.87% | +38.99% | 31,311.5 | Metals & Mining | |
SCHD | Schwab US Dividend Equity ETF | 88,853 | 2,480.0 | +3.67% | 3.060 | +0.11% | 0.000 | +7.15% | +1.74% | 71,237.6 | ||
MSFT | Microsoft Corp | 6,405 | 2,400.0 | -0.50% | 2.960 | -0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
COWZ | Pacer US Cash Cows 100 ETF | 38,381 | 2,100.0 | +3.77% | 2.590 | +0.09% | 0.010 | +10.66% | +1.72% | 20,734.0 | ||
WPM | Wheaton Precious Metals Corp | 22,146 | 1,720.0 | +0.25% | 2.120 | +0.01% | 0.000 | +14.63% | +67.84% | 42,633.6 | Metals & Mining | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 58,928 | 1,480.0 | +3.60% | 1.820 | +0.06% | 0.000 | +20.79% | +8.07% | 45,910.6 |
Atlas Wealth Partners, LLC's Historical Top Holdings Breakdowns
Atlas Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 2025-03-31 | New Buy New Buy | +0.43% | 49.74 ($54.09) 58.96 | $63.53 | 17.45% | New holding | 5,922 | 5,922 | |
LB | LandBridge Co LLC | 2025-03-31 | Add Add | +0.43% | 61.37 ($70.75) 82.7 | $53.74 | -24.04% | Add 69.65% | 11,645 | 4,781 | |
DEO | Diageo PLC | 2025-03-31 | Sold Out Sold Out | -0.29% | 104.79 ($113.02) 126.12 | $105.54 | -6.62% | Sold Out | 0 | -1,825 | |
BCDF |
Horizon Kinetics Blockchain Development ETF
Horizon Kinetics Blockchain Development ETF
| 2025-03-31 | New Buy New Buy | +0.28% | 27.18 ($28.04) 29.21 | $32.46 | 15.75% | New holding | 8,220 | 8,220 | |
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 2025-03-31 | Add Add | +0.28% | 68.98 ($81.32) 92.8 | $103.90 | 27.77% | Add 1.55% | 210,270 | 3,202 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -0.28% | 96.87 ($107.47) 114 | $121.95 | 13.47% | Sold Out | 0 | -1,995 | |
TPL | Texas Pacific Land Corp | 2025-03-31 | Add Add | +0.27% | 1180.08 ($1337.43) 1431.01 | $969.44 | -27.51% | Add 1.26% | 13,459 | 167 | |
CACI | CACI International Inc | 2025-03-31 | Sold Out Sold Out | -0.27% | 327 ($382.67) 465.18 | $478.00 | 24.91% | Sold Out | 0 | -530 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.26% | 169.2 ($194.4) 216.66 | $190.83 | -1.84% | New holding | 1,018 | 1,018 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | New Buy New Buy | +0.26% | 142.8 ($163.84) 176.36 | $183.58 | 12.05% | New holding | 1,241 | 1,241 |
Atlas Wealth Partners, LLC Total Holding History ($B)
Atlas Wealth Partners, LLC's Asset Allocation
Atlas Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Atlas Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Atlas Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atlas Wealth Partners, LLC's Holdings Heat Map
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Atlas Wealth Partners, LLC's Holdings Bubble Chart
Atlas Wealth Partners, LLC News
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