Atlas Wealth Partners, LLC Purchases in Q3 2024

Atlas Wealth Partners, LLC

  • $65.6 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Wise Origin Bitcoin
204K
New
N/A
204K $11.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
154K
New
$42.59 - $60.56 $6.56M - $9.32M
154K $7.77M
FNV
Franco Nevada Corp

Basic Materials
25.6K
New
$116.95 - $131.12 $3M - $3.36M
25.6K $3.18M
MSFT
Microsoft Corp

Technology
6.62K
New
$395.15 - $467.56 $2.61M - $3.09M
6.62K $2.85M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.6K
New
$77.02 - $85.06 $2.05M - $2.26M
26.6K $2.24M
WPM
Wheaton Precious Metals Corp.

Basic Materials
22K
New
$52.04 - $64.22 $1.15M - $1.41M
22K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
New
$92.63 - $105.69 $1.13M - $1.29M
12.2K $1.28M
RGLD
Royal Gold Inc

Basic Materials
8.41K
New
$125.01 - $146.5 $1.05M - $1.23M
8.41K $1.18M
Grayscale Bitcoin Mini Tr Bt
154K
New
N/A
154K $867K
PBT
Permian Basin Royalty Trust

Energy
63.6K
New
$10.5 - $12.01 $667K - $763K
63.6K $758K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.67K
New
$73.43 - $80.37 $563K - $616K
7.67K $616K
SO
Southern CO

Utilities
6.07K
New
$77.0 - $90.52 $468K - $550K
6.07K $548K
SYK
Stryker Corp

Healthcare
1.5K
New
$315.94 - $371.96 $474K - $558K
1.5K $543K
PEP
Pepsico Inc

Consumer Defensive
1.97K
New
$161.9 - $179.3 $319K - $353K
1.97K $335K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.8K
New
$156.14 - $187.2 $281K - $337K
1.8K $333K
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.16K
New
$51.58 - $53.79 $318K - $331K
6.16K $330K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.43K
New
$76.38 - $78.87 $262K - $270K
3.43K $270K
PM
Philip Morris International Inc.

Consumer Defensive
2.15K
New
$101.25 - $127.45 $218K - $274K
2.15K $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
425
New
$531.86 - $624.21 $226K - $265K
425 $263K
CACI
Caci International Inc

Technology
505
New
$427.76 - $427.76 $216K - $216K
505 $255K
DUK
Duke Energy Corp

Utilities
2.21K
New
$99.35 - $117.71 $219K - $260K
2.21K $255K
CRS
Carpenter Technology Corp

Industrials
1.52K
New
$104.79 - $161.78 $159K - $246K
1.52K $243K
WMT
Walmart Inc.

Consumer Defensive
2.98K
New
$66.91 - $81.4 $200K - $243K
2.98K $241K
PG
Procter & Gamble CO

Consumer Defensive
1.35K
New
$160.76 - $177.82 $217K - $240K
1.35K $234K
IBM
International Business Machines Corp

Technology
1.05K
New
$175.1 - $223.38 $184K - $235K
1.05K $232K
UTES
Virtus Reaves Utilities ETF
350
+ 2.41%
N/A
14.8K $949K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 3.16%
$191.76 - $263.26 $9.59K - $13.2K
1.63K $427K
SPY
Spdr S&P 500 ETF Trust

ETFs
108
+ 21.64%
$517.38 - $573.86 $55.9K - $62K
607 $348K
SJT
San Juan Basin Royalty Trust

Energy
17.2K
New
$3.22 - $4.25 $55.5K - $73.2K
17.2K $63K
CME
Cme Group Inc.

Financial Services
80
+ 6.22%
$193.43 - $220.62 $15.5K - $17.6K
1.37K $301K
PFFA
Etfis Ser Tr I

ETFs
400
+ 2.0%
$20.94 - $22.98 $8.38K - $9.19K
20.4K $466K
NVDA
Nvidia Corp

Technology
201
+ 6.67%
$98.91 - $134.91 $19.9K - $27.1K
3.22K $391K
Activity Summary
Buys All Purchases 33 New Holdings 27 Increased Positions 6 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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