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| Name: |
Atlas Wealth Partners LLC |
| City: |
WYOMISSING |
| State: |
PA |
| Zip: |
19610 |
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data |
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| Holdings
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21 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
INFL |
Horizon Kinetics Inflation ... |
2 |
- |
$32.66 |
$3,668,000 |
112,653 |
19.88% |
546,000 |
9,641 |
0.125 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
3 |
- |
$0.00 |
$1,465,000 |
26,587 |
7.94% |
148,000 |
1,228 |
0.003 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
4 |
- |
$372.63 |
$816,000 |
2,100 |
4.42% |
29,000 |
0 |
0.001 |
Medical Appliances & ... |
|
|
UTES |
Reaves Utilities |
5 |
- |
$0.00 |
$760,000 |
14,643 |
4.12% |
135,000 |
200 |
0.366 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
6 |
- |
$113.12 |
$466,000 |
4,015 |
2.53% |
52,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
PFFA |
Virtus Infracap Us Preferre... |
7 |
- |
$0.00 |
$417,000 |
20,000 |
2.26% |
46,000 |
2,225 |
0.226 |
N/A |
|
|
NEE |
NextEra Energy |
8 |
- |
$77.05 |
$366,000 |
5,080 |
1.98% |
88,000 |
325 |
0 |
Electric Utilities |
|
|
NVDA |
NVIDIA Corporation |
9 |
- |
$1,224.40 |
$363,000 |
400 |
1.97% |
129,000 |
17 |
0 |
Semiconductor - Speci... |
|
|
GOOG |
Alphabet Inc |
10 |
- |
$177.07 |
$330,000 |
1,905 |
1.79% |
37,000 |
0 |
0 |
Search Engines & Info... |
|
|
MA |
MasterCard Inc A |
11 |
- |
$446.66 |
$329,000 |
726 |
1.78% |
13,000 |
6 |
0 |
Business Services |
|
|
TSLA |
Tesla Motors Inc |
12 |
- |
$177.81 |
$323,000 |
1,817 |
1.75% |
37,000 |
258 |
0 |
Auto Manufacturers |
|
|
TCAF |
T Rowe Price Capital Apprec... |
13 |
- |
$0.00 |
$302,000 |
10,040 |
1.64% |
54,000 |
1,200 |
0.011 |
N/A |
|
|
CME |
CME Group Inc |
14 |
- |
$200.49 |
$266,000 |
1,279 |
1.44% |
13,000 |
55 |
0 |
Business Services |
|
|
COST |
Costco Wholesale Corp |
15 |
- |
$834.30 |
$262,000 |
340 |
1.42% |
11,000 |
-25 |
0 |
Discount, Variety Stores |
|
|
DEO |
Diageo Plc (ADR) |
16 |
- |
$136.62 |
$254,000 |
1,825 |
1.38% |
-12,000 |
-15 |
0 |
Beverage - Brewers |
|
|
SPY |
Standard & Poors Depository... |
17 |
- |
$534.67 |
$236,000 |
457 |
1.28% |
3,000 |
-22 |
0 |
Closed - End Fund - E... |
|
|
MO |
Altria Group Inc |
18 |
New |
$46.67 |
$218,000 |
4,968 |
1.18% |
218,000 |
4,968 |
0 |
Cigarettes & Other To... |
|
|
AAPL |
Apple Inc |
20 |
Closed |
$195.87 |
$0 |
0 |
0% |
-985,000 |
-5,119 |
0 |
Personal Computers |
|
|
BBGI |
Beasley Broadcast Group Inc |
22 |
Closed |
$0.65 |
$0 |
0 |
0% |
-25,000 |
-27,000 |
0 |
Broadcasting - Radio |
|
|
AMZN |
Amazon.com Inc |
19 |
Closed |
$181.28 |
$0 |
0 |
0% |
-744,000 |
-4,677 |
0 |
Internet Software & S... |
|
|
BRK.B |
Berkshire Hathaway B |
21 |
Closed |
$409.85 |
$0 |
0 |
0% |
-461,000 |
-1,195 |
0 |
Property & Casualty I... |
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