Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BBGI | Exit | BEASLEY BROADCAST GROUP INCcl a | $0 | – | -27,000 | -100.0% | -0.13% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,982 | -100.0% | -1.15% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,905 | -100.0% | -1.35% | – |
NEE | Exit | NEXTERA ENERGY INC | $0 | – | -4,255 | -100.0% | -1.38% | – |
MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -720 | -100.0% | -1.51% | – |
DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -1,840 | -100.0% | -1.56% | – |
TSLA | Exit | TESLA INC | $0 | – | -1,459 | -100.0% | -1.74% | – |
PFFA | Exit | ETFIS SER TR Ivirtus infrcap | $0 | – | -16,825 | -100.0% | -1.74% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,195 | -100.0% | -2.28% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,040 | -100.0% | -2.45% | – |
UTES | Exit | ETFIS SER TR Ivirtus reaves ut | $0 | – | -14,293 | -100.0% | -3.40% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -2,300 | -100.0% | -3.43% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -4,737 | -100.0% | -3.48% | – |
AAPL | Exit | APPLE INC | $0 | – | -5,819 | -100.0% | -5.63% | – |
COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -21,877 | -100.0% | -5.92% | – |
INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -98,445 | -100.0% | -16.81% | – |
TPL | Exit | TEXAS PACIFIC LAND CORPORATI | $0 | – | -4,399 | -100.0% | -46.04% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TEXAS PACIFIC LAND CORPORATI | 4 | Q3 2023 | 53.5% |
LISTED FD TR | 4 | Q3 2023 | 19.0% |
PACER FDS TR | 4 | Q3 2023 | 6.7% |
INTUITIVE SURGICAL INC | 4 | Q3 2023 | 4.9% |
ETFIS SER TR I | 4 | Q3 2023 | 4.9% |
EXXON MOBIL CORP | 4 | Q3 2023 | 3.3% |
DIAGEO PLC | 4 | Q3 2023 | 2.5% |
MASTERCARD INCORPORATED | 4 | Q3 2023 | 2.1% |
TESLA INC | 4 | Q3 2023 | 1.8% |
NEXTERA ENERGY INC | 4 | Q3 2023 | 2.2% |
View Atlas Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-14 |
View Atlas Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.