Fund HoldingsAtlas Wealth LLC

Total Portfolio Value
$273.85M
Total Bought
$32.65M
Total Sold
$16.54M
Net Transaction
+$16.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CAMBRIA SHAREHOLDER YIELD ETF054,535+54,53503,6381.33%+3,638
MICROSOFT CORPORATION(MSFT)29,20029,219+1910,96114,3775.25%+3,416
AVANTIS U.S. EQUITY ETF13,90740,973+27,0661,2854,1461.51%+2,862
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
CAP APPRECIATION
41,68192,197+50,5161,3453,2501.19%+1,904
T ROWE PRICE ETF SMALL MID CAP ETF
SMALL MID CAP
050,574+50,57401,6720.61%+1,672
FIRST EAGLE GLOBAL EQUITY ETF
FIRST EAGLE GBL
038,375+38,37501,5600.57%+1,560
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
97,76299,372+1,6106,6688,1702.98%+1,502
JPMORGAN CHASE & COMPANY.(JPM)27,66127,524-1376,7857,9932.92%+1,208
RIVERNORTH FLEXIBLE MUNI INCME143,343241,097+97,7541,9243,0571.12%+1,133
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
172,694194,795+22,1018,7579,8513.60%+1,093
FIRST EAGLE OVERSEAS EQUITY ETF
FIRS EAGL OV ETF
7,98230,893+22,9113111,3030.48%+992
AMAZON COM INCORPORATED(AMZN)23,57124,715+1,1444,4855,4491.99%+964
TOUCHSTONE ULTRA SHORT INCOME ETF
ULTRA SHORT INCM
031,189+31,18907900.29%+790
FIRST TRUST CAPITAL STRENGTH ETF51,34658,480+7,1344,6035,3791.96%+776
INTERNATIONAL BUSINESS MACHINES(IBM)17,35717,475+1184,3165,0891.86%+773
NVIDIA CORPORATION(NVDA)13,42813,42801,4552,0590.75%+603
DAVIS SELECT INTERNATIONAL ETF
SELCT INTL ETF
43,78561,083+17,2981,0121,5790.58%+567
CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L(COF)416,185442,883+26,6986,8427,3962.70%+554
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000(GS)294,238333,833+39,5956,6037,1442.61%+541
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)49,16946,188-2,9817,6828,1712.98%+489
PGIM AAA CLO ETF
AAA CLO ETF
101,832111,315+9,4835,2255,7042.08%+479
SLM CORPORATION PFD SER B(SLM)67,46874,071+6,6034,9725,4191.98%+447
META PLATFORMS INCORPORATED CLASS A(META)3,0313,03101,7472,1800.80%+433
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
SHS FR CA FL ETF
09,315+9,31503350.12%+335
AVANTIS US SMALL CAP EQUITY ETF16,69621,430+4,7348081,1300.41%+322
GE VERNOVA INCORPORATED(GEV)0623+62303150.12%+315
FT CONFLUENCE BDC & SPECIALTY FINANCE INCOME ETF074,330+74,33003110.11%+311
CAPITAL ONE FINL CORPORATION(COF)01,402+1,40203020.11%+302
AMERICAN EXPRESS COMPANY(AXP)0934+93403010.11%+301
JOHN HANCOCK MULTIFACTOR SMALL CAP ETF
MULTIFACTR SML
101,572102,898+1,3263,7864,0851.49%+299
ISHARES TR CORE S&P500 ETF0423+42302630.10%+263
DIAMONDBACK ENERGY INCORPORATED(FANG)01,800+1,80002520.09%+252
ORACLE CORPORATION(ORCL)3,0803,08004316740.25%+244
FLUOR CORPORATION NEW(FLR)16,42916,42905888270.30%+238
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
07,619+7,61902240.08%+224
ROBLOX CORPORATION CLASS A(RBLX)5,0005,00002915030.18%+212
FIRST TRUST DOW 30 EQUAL WEIGHT ETF
DOW 30 EQL WGT
05,419+5,41902100.08%+210
FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF
ACTIVE GLOBAL
166,218164,333-1,8852,3202,5300.92%+210
SYNCHRONY FINANCIAL(SYF)13,35913,35907079110.33%+203
UBER TECHNOLOGIES INCORPORATED(UBER)10,00010,00007299210.34%+193
EMERSON ELEC COMPANY(EMR)2,6663,565+8992924830.18%+191
REGIONS FINANCIAL CORPORATION DEP SH PFD SER E(RF)206,316215,598+9,2823,5473,7321.36%+185
FT VEST RISING DIVIDEND ACHIEVERS TARGET
FT VEST RIS
112,560113,306+7462,6702,8271.03%+157
RAYMOND JAMES FINL INCORPORATED(RJF)9,7409,74001,3531,5060.55%+153
CISCO SYSTEMS INCORPORATED(CSCO)19,40519,40501,1971,3410.49%+143
T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF
ULTRA SHRT TRM
7,71710,513+2,7963835230.19%+140
ARCUTIS BIOTHERAPEUTICS INCORPORATED(ARQT)010,000+10,00001380.05%+138
GE AEROSPACE COM NEW(GE)2,7082,716+85426760.25%+134
WELLS FARGO COMPANY NEW(WFC)10,52310,52307558580.31%+102
KIMBELL RTY PARTNERS LP UNIT(KRP)10,00017,000+7,0001402370.09%+97
PNC FINL SVCS GROUP INCORPORATED(PNC)5,1785,17809109970.36%+87
AVANTIS EMERGING MARKETS EQUITY ETF10,19210,19206137000.26%+86
TWILIO INCORPORATED CLASS A(TWLO)4,0004,00003924690.17%+77
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF6,6407,503+8632713210.12%+50
WALMART INCORPORATED(WMT)4,6894,68904124610.17%+49
WESBANCO INCORPORATED(WSBC)26,96126,96108358820.32%+47
TESLA INCORPORATED(TSLA)1,7201,629-914464900.18%+44
PERMIAN RESOURCES CORPORATION CLASS A COM(PR)10,00013,000+3,0001391820.07%+43
QUALCOMM INCORPORATED(QCOM)6,3056,30509691,0050.37%+37
CORNING INCORPORATED(GLW)5,0785,07802322670.10%+35
PHILIP MORRIS INTERNATIONAL INCORPORATED(PM)3,6713,471-2005836160.23%+34
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF3,4863,48602432770.10%+33
AVANTIS U.S. SMALL CAP VALUE ETF4,9344,93404304590.17%+29
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
RISNG DIVD ACHIV
34,83132,580-2,2512,0392,0640.75%+25
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
3,0983,112+142342590.09%+25
NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A65,13274,265+9,1331,0031,0240.37%+21
KROGER COMPANY(KR)4,7194,71903193370.12%+17
ZETA GLOBAL HOLDINGS CORPORATION CLASS A(ZETA)10,00010,00001361510.06%+16
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)4,8604,360-5007527670.28%+15
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF
MRNGSTR INT MOAT
9,1469,14603043180.12%+13
VANGUARD VALUE ETF2,1142,11403653770.14%+12
AT&T INCORPORATED(T)18,11618,11605125230.19%+11
GENWORTH FINL INCORPORATED COM SHS(GNW)13,31213,3120941050.04%+10
HOME DEPOT INCORPORATED(HD)63263202322360.09%+4
BLUE BIOFUELS INCORPORATED024,300+24,300040.00%+4
PROVECTUS BIOPHARMACEUTICALS I26,62026,6200320.00%-1
NORTHROP GRUMMAN CORPORATION(NOC)53253202722680.10%-5
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
5,8585,312-5463503440.13%-6
AMERICAN ELEC PWR COMPANY INCORPORATED2,1402,14002342230.08%-10
THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C(GS)10,86010,86002472320.08%-15
MCDONALDS CORPORATION(MCD)1,2011,20103753570.13%-18
INVESCO S&P SMALLCAP FINANCIALS ETF10,87010,094-7765765570.20%-19
JOHNSON & JOHNSON(JNJ)2,0862,08603463250.12%-21
UNITED PARCEL SERVICE INCORPORATED CLASS B(UPS)3,1863,139-473503280.12%-22
DAVIS SELECT FINANCIAL ETF
SELECT FINL
20,51217,898-2,6148067750.28%-31
ELEVANCE HEALTH INCORPORATED(ELV)81081003523210.12%-32
VANGUARD GROWTH ETF1,161918-2434313980.15%-32
SMUCKER J M COMPANY COM NEW(SJM)2,0792,07902462140.08%-32
PEPSICO INCORPORATED(PEP)4,1884,314+1266285840.21%-44
ONEOK INCORPORATED NEW(OKE)2,6892,68902672180.08%-49
JOHN HANCOCK MULTIFACTOR MID CAP ETF
MULTIFACTOR MI
65,55059,467-6,0833,7563,6691.34%-87
VANECK ETF TRUST MORNINGSTAR SMID MOAT ETF
MORN SMID MO ETF
15,03511,374-3,6614934030.15%-90
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW1,7901,733-579538480.31%-105
AMGEN INCORPORATED(AMGN)6440-6442010-201
STARBUCKS CORPORATION(SBUX)2,0500-2,0502010-201
BANK OF AMERICA CORPORATION PFD DP1/1200 48,7470-8,7472050-205
GOLDMAN SACHS GROUP INC SHS D 1/1000(GS)226,698227,265+5675,0104,7951.75%-215
MORGAN STANLEY 4.250 DP PFD O(MS)38,13626,502-11,6346844620.17%-222
BANK OF AMERICA CORPORATION PFD1/1200 SR1185,784187,533+1,7494,1153,8841.42%-231
BRISTOL-MYERS SQUIBB COMPANY(BMY)3,9150-3,9152390-239
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