Sponsored
The Analysis of Atlas Wealth Partners, LLC's Holdings & P&L
Currently, Atlas Wealth Partners, LLC holds 64 types of securities in its portfolio with a total value $91.6M. In the most recent quarter, they have increased their positions in SCHA (+6.1K shares, valued at $220.1K), FBTC (+4.0K shares, valued at $206.5K), DIS (+2.1K shares, valued at $201.2K); decreased their positions in TSLA (-649 shares, valued at $273.0K), N/A (-309 shares, valued at $230.8K), AAPL (-495 shares, valued at $143.2K); initiated new positions in SCHA (+6.1K shares, valued at $220.1K), DIS (+2.1K shares, valued at $201.2K), TMO (+400 shares, valued at $200.7K).
1M P&L
+7.0M+8.51%
3M P&L
+4.6M+5.43%
HY P&L
-1.9M-2.15%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A40.0M
45.4%
2Oil & Gas E&P17.6M
20.0%
3Gold8.9M
10.2%
Top Industries by Stock Count
1N/A22 stocks
39.3%
2Gold3 stocks
5.4%
3Oil & Gas Midstream3 stocks
5.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TPL
-0.02%TEXAS PACIFIC LAND CORPORATI
Shares39.8K
Event2026-06-30
Filed2026-07-27
FBTC
1.90%FIDELITY WISE ORIGIN BITCOIN
Shares216.5K
Event2026-06-30
Filed2026-07-27
INFL
0.80%LISTED FDS TR
Shares136.0K
Event2026-06-30
Filed2026-07-27
GBTC
-0.50%GRAYSCALE BITCOIN TRUST ETF
Shares139.6K
Event2026-06-30
Filed2026-07-27
FNV
-1.56%FRANCO NEV CORP
Shares23.6K
Event2026-06-30
Filed2026-07-27
LB
1.03%LANDBRIDGE COMPANY LLC
Shares38.4K
Event2026-06-30
Filed2026-07-27
SCHD
-1.79%SCHWAB STRATEGIC TR
Shares92.1K
Event2026-06-30
Filed2026-07-27
WPM
0.71%WHEATON PRECIOUS METALS CORP
Shares21.4K
Event2026-06-30
Filed2026-07-27
SCHG
-3.36%SCHWAB STRATEGIC TR
Shares67.8K
Event2026-06-30
Filed2026-07-27
COWZ
-0.36%PACER FDS TR
Shares36.0K
Event2026-06-30
Filed2026-07-27
MSFT
-0.17%MICROSOFT CORP
Shares5.7K
Event2026-06-30
Filed2026-07-27
BCDF
7.85%LISTED FDS TR
Shares69.7K
Event2026-06-30
Filed2026-07-27
PBT
1.35%PERMIAN BASIN RTY TR
Shares82.2K
Event2026-06-30
Filed2026-07-27
RGLD
-1.21%ROYAL GOLD INC
Shares8.1K
Event2026-06-30
Filed2026-07-27
HE
1.00%HAWAIIAN ELEC INDS INC MTN B
Shares116.1K
Event2026-06-30
Filed2026-07-27
MIAX
2.18%MIAMI INTL HLDGS INC
Shares38.5K
Event2026-06-30
Filed2026-07-27
AAPL
-10.90%APPLE INC
Shares4.0K
Event2026-06-30
Filed2026-07-27
UTES
-11.15%ETFIS SER TR I
Shares12.8K
Event2026-06-30
Filed2026-07-27
SCHV
-4.58%SCHWAB STRATEGIC TR
Shares29.2K
Event2026-06-30
Filed2026-07-27
CRS
0.07%CARPENTER TECHNOLOGY CORP
Shares1.5K
Event2026-06-30
Filed2026-07-27
AMZN
-6.99%AMAZON COM INC
Shares3.7K
Event2026-06-30
Filed2026-07-27
ISRG
0.00%INTUITIVE SURGICAL INC
Shares1.9K
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
-1.89%SOUTHERN CO
Shares7.8K
Event2026-06-30
Filed2026-07-27
JNJ
-8.84%JOHNSON & JOHNSON
Shares2.6K
Event2026-06-30
Filed2026-07-27
PFFA
1.84%ETFIS SER TR I
Shares30.4K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
-27.54%STATE STR SPDR S&P 500 ETF T
Shares813
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
0.00%APPLIED MATLS INC
Shares800
Event2026-06-30
Filed2026-07-27
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1.1K
Event2026-06-30
Filed2026-07-27
NVDA
-9.01%NVIDIA CORPORATION
Shares2.8K
Event2026-06-30
Filed2026-07-27
TSLA
-32.98%TESLA INC
Shares1.3K
Event2026-06-30
Filed2026-07-27
WBI
0.00%WATERBRIDGE INFRASTRUCTURE L
Shares15.7K
Event2026-06-30
Filed2026-07-27
IAU
-14.74%ISHARES GOLD TR
Shares6.8K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
-2.64%EXXON MOBIL CORP
Shares3.7K
Event2026-06-30
Filed2026-07-27
DUK
-0.63%DUKE ENERGY CORP NEW
Shares4.0K
Event2026-06-30
Filed2026-07-27
GOOG
0.00%ALPHABET INC
Shares1.4K
Event2026-06-30
Filed2026-07-27
SYK
0.00%STRYKER CORPORATION
Shares1.4K
Event2026-06-30
Filed2026-07-27
GOLY
-12.96%STRATEGY SHS
Shares16.4K
Event2026-06-30
Filed2026-07-27
PM
-2.32%PHILIP MORRIS INTL INC
Shares2.1K
Event2026-06-30
Filed2026-07-27
DYFI
-2.43%ETF OPPORTUNITIES TRUST
Shares16.1K
Event2026-06-30
Filed2026-07-27
SLV
5.97%ISHARES SILVER TR
Shares6.0K
Event2026-06-30
Filed2026-07-27
CME
1.04%CME GROUP INC
Shares1.5K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares626
Event2026-06-30
Filed2026-07-27
MO
-1.14%ALTRIA GROUP INC
Shares4.3K
Event2026-06-30
Filed2026-07-27
TCAF
-6.26%T ROWE PRICE EXCHANGE-TRADED
Shares7.5K
Event2026-06-30
Filed2026-07-27
GOOGL
-15.98%ALPHABET INC
Shares815
Event2026-06-30
Filed2026-07-27
IBM
-4.76%INTERNATIONAL BUSINESS MACHS
Shares1.0K
Event2026-06-30
Filed2026-07-27
JAPN
1.23%LISTED FDS TR
Shares12.3K
Event2026-06-30
Filed2026-07-27
ICOW
-4.60%PACER FDS TR
Shares6.6K
Event2026-06-30
Filed2026-07-27
TFC
0.00%TRUIST FINL CORP
Shares5.5K
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
0.00%COSTCO WHOLESALE CORPORATION
Shares290
Event2026-06-30
Filed2026-07-27
PNC
0.00%PNC FINL SVCS GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-27
VNOM
0.55%VIPER ENERGY INC
Shares6.3K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
0.00%ABBVIE INC
Shares1.0K
Event2026-06-30
Filed2026-07-27
DIVO
0.41%AMPLIFY ETF TR
Shares5.2K
Event2026-06-30
Filed2026-07-27
OKE
-2.72%ONEOK INC NEW
Shares2.7K
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
-13.33%NEXTERA ENERGY INC
Shares2.6K
Event2026-06-30
Filed2026-07-27
SCHA
NewSCHWAB STRATEGIC TR
Shares6.1K
Event2026-06-30
Filed2026-07-27
PEP
0.00%PEPSICO INC
Shares1.6K
Event2026-06-30
Filed2026-07-27
SCHP
-15.92%SCHWAB STRATEGIC TR
Shares8.0K
Event2026-06-30
Filed2026-07-27
BSV
0.00%VANGUARD BD INDEX FDS
Shares2.7K
Event2026-06-30
Filed2026-07-27
JEPI
0.00%J P MORGAN EXCHANGE TRADED F
Shares3.6K
Event2026-06-30
Filed2026-07-27
DIS
NewDISNEY WALT CO
Shares2.1K
Event2026-06-30
Filed2026-07-27
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares400
Event2026-06-30
Filed2026-07-27
SJT
-4.75%SAN JUAN BASIN RTY TR
Shares40.1K
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available