$17.4 Thousand is the total value of Atlas Wealth Partners, LLC's 17 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $8,004 | +24.1% | 4,399 | +0.2% | 46.04% | +148.1% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $2,922 | -1.2% | 98,445 | +5.1% | 16.81% | +97.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $1,030 | -2.3% | 21,877 | +3.8% | 5.92% | +95.4% |
| XOM | Buy | EXXON MOBIL CORP | $426 | +5.4% | 4,040 | +3.9% | 2.45% | +110.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $396 | -2.5% | 1,195 | +1.7% | 2.28% | +95.0% |
| PFFA | Buy | ETFIS SER TR Ivirtus infrcap | $303 | +1.0% | 16,825 | +10.1% | 1.74% | +102.0% |
| NEE | Buy | NEXTERA ENERGY INC | $239 | -21.9% | 4,255 | +5.6% | 1.38% | +56.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $235 | +4.0% | 1,905 | +1.3% | 1.35% | +108.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
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.