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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
 |
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 |
- |
$32.06 |
$3,122,000 |
103,012 |
17.23% |
200,000 |
4,567 |
0.114 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
3 |
- |
$0.00 |
$1,317,000 |
25,359 |
7.27% |
287,000 |
3,482 |
0.003 |
N/A |
|
|
AAPL |
Apple Inc |
4 |
- |
$183.38 |
$985,000 |
5,119 |
5.44% |
6,000 |
-700 |
0 |
Personal Computers |
|
|
ISRG |
Intuitive Surgical Inc |
5 |
- |
$372.63 |
$787,000 |
2,100 |
4.34% |
191,000 |
-200 |
0.001 |
Medical Appliances & ... |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$186.21 |
$744,000 |
4,677 |
4.11% |
139,000 |
-60 |
0 |
Internet Software & S... |
|
|
UTES |
Reaves Utilities |
7 |
- |
$0.00 |
$625,000 |
14,443 |
3.45% |
33,000 |
150 |
0.361 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
8 |
- |
$400.87 |
$461,000 |
1,195 |
2.54% |
65,000 |
0 |
0 |
Property & Casualty I... |
|
|
XOM |
Exxon Mobil Corp |
9 |
- |
$116.00 |
$414,000 |
4,015 |
2.28% |
-12,000 |
-25 |
0 |
Integrated Oil & Gas |
|
|
PFFA |
Virtus Infracap Us Preferre... |
10 |
- |
$0.00 |
$371,000 |
17,775 |
2.05% |
68,000 |
950 |
0.201 |
N/A |
|
|
MA |
MasterCard Inc A |
11 |
- |
$443.58 |
$316,000 |
720 |
1.74% |
54,000 |
0 |
0 |
Business Services |
|
|
GOOG |
Alphabet Inc |
12 |
- |
$168.99 |
$293,000 |
1,905 |
1.62% |
58,000 |
0 |
0 |
Search Engines & Info... |
|
|
TSLA |
Tesla Motors Inc |
13 |
- |
$181.19 |
$286,000 |
1,559 |
1.58% |
-16,000 |
100 |
0 |
Auto Manufacturers |
|
|
NEE |
NextEra Energy |
14 |
- |
$70.14 |
$278,000 |
4,755 |
1.53% |
39,000 |
500 |
0 |
Electric Utilities |
|
|
DEO |
Diageo Plc (ADR) |
15 |
- |
$137.44 |
$266,000 |
1,840 |
1.47% |
-6,000 |
0 |
0 |
Beverage - Brewers |
|
|
CME |
CME Group Inc |
16 |
New |
$207.65 |
$253,000 |
1,224 |
1.4% |
253,000 |
1,224 |
0 |
Business Services |
|
|
COST |
Costco Wholesale Corp |
17 |
- |
$743.90 |
$251,000 |
365 |
1.39% |
251,000 |
365 |
0 |
Discount, Variety Stores |
|
|
TCAF |
T Rowe Price Capital Apprec... |
18 |
New |
$0.00 |
$248,000 |
8,840 |
1.37% |
248,000 |
8,840 |
0.098 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
19 |
New |
$887.89 |
$234,000 |
383 |
1.29% |
234,000 |
383 |
0 |
Semiconductor - Speci... |
|
|
SPY |
Standard & Poors Depository... |
20 |
- |
$511.29 |
$233,000 |
479 |
1.29% |
233,000 |
479 |
0 |
Closed - End Fund - E... |
|
|
BBGI |
Beasley Broadcast Group Inc |
21 |
- |
$0.73 |
$25,000 |
27,000 |
0.14% |
3,000 |
0 |
0.214 |
Broadcasting - Radio |
|
|
VZ |
Verizon Communications Inc |
22 |
Closed |
$38.89 |
$0 |
0 |
0% |
-200,000 |
-5,982 |
0 |
Telecom Services - Do... |
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