$18.1 Thousand is the total value of Atlas Wealth Partners, LLC's 21 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CME | New | CME GROUP INC | $253 | – | 1,224 | +100.0% | 1.40% | – |
| COST | New | COSTCO WHSL CORP NEW | $251 | – | 365 | +100.0% | 1.38% | – |
| New | T ROWE PRICE ETF INCcap appreciation | $248 | – | 8,840 | +100.0% | 1.37% | – | |
| NVDA | New | NVIDIA CORPORATION | $234 | – | 383 | +100.0% | 1.29% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $233 | – | 479 | +100.0% | 1.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | 7 | Q2 2024 | 53.5% |
| LISTED FD TR | 7 | Q2 2024 | 19.9% |
| PACER FDS TR | 7 | Q2 2024 | 7.9% |
| INTUITIVE SURGICAL INC | 7 | Q2 2024 | 4.9% |
| ETFIS SER TR I | 7 | Q2 2024 | 4.9% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 3.3% |
| NEXTERA ENERGY INC | 7 | Q2 2024 | 2.2% |
| MASTERCARD INCORPORATED | 7 | Q2 2024 | 2.1% |
| TESLA INC | 7 | Q2 2024 | 1.8% |
| DIAGEO PLC | 7 | Q2 2024 | 2.5% |
View Atlas Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 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.