Atlas Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$65.6M
Signature - Title
Ashleigh Swayze - Counsel
Location
Wyomissing, PA
Summary
This page shows a list of all the recent 13F filings made by Atlas Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atlas Wealth Partners, LLC reported 48 stock holdings with total value $65.6M as of Q3 2024. Top holdings included TPL, FBTC, GBTC, INFL, and FNV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $65.6M +$38.6M -$121K +$38.5M TPL, FBTC, GBTC, INFL, FNV 13F-HR 10/18/2024, 02:10 PM
Q2 2024 22 $23.6M +$3.39M -$299K +$3.09M TPL, INFL, COWZ, AAPL, ISRG 13F-HR 7/17/2024, 02:50 PM
Q1 2024 18 $18.5M +$5.81M -$2.25M +$3.56M TPL, INFL, COWZ, ISRG, UTES 13F-HR 5/8/2024, 12:52 PM
Q4 2023 21 $17.6M +$1.42M -$422K +$1M TPL, INFL, COWZ, AAPL, ISRG 13F-HR 1/29/2024, 02:38 PM
Q3 2023 17 $17.4M +$263K -$18.2M -$17.9M TPL, INFL, COWZ, AAPL, AMZN 13F-HR 10/31/2023, 09:31 AM
Q2 2023 40 $34.7M +$20.5M -$301K +$20.2M TPL, FNV, INFL, MSFT, SCHD 13F-HR 7/25/2023, 09:12 AM
Q1 2023 14 $14.1M +$904K -$491K +$413K TPL, INFL, COWZ, ISRG, UTES 13F-HR 4/26/2023, 11:59 AM
Q4 2022 16 $15.6M $0 $0 TPL, INFL, COWZ, UTES, ISRG 13F-HR 2/13/2023, 05:34 PM