Atlas Wealth LLC Portfolio Holdings
Atlas Wealth LLC
- $178 Million
- Q4 2024
Atlas Wealth LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $178 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $23.5M, Apple Inc. with a value of $21.5M, Procter & Gamble CO with a value of $13.8M, Microsoft Corp with a value of $12.1M, and Alphabet Inc. with a value of $9.46M.
Examining the 13F form we can see an decrease of $232B in the current position value, from $232B to 178M.
Atlas Wealth LLC is based out at Cincinnati, OH
Below you can find more details about Atlas Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$178 Million
ETFs: $79.5 Million
Technology: $42.7 Million
Consumer Defensive: $15.8 Million
Communication Services: $13.8 Million
Financial Services: $12.9 Million
Consumer Cyclical: $6.53 Million
Healthcare: $2.96 Million
Industrials: $1.96 Million
Other: $576,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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