Fund HoldingsAtlas Wealth Partners, LLC

Total Portfolio Value
$18.5K
Total Bought
$2.4K
Total Sold
$2.2K
Net Transaction
+$185
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TEXAS PACIFIC LAND CORPORATI(TPL)4,44213,361+8,9197841.25%+1
LISTED FD TR
HORI KI INFL ETF
103,012112,653+9,6413419.88%+1
ALTRIA GROUP INC(MO)04,968+4,968001.18%0
PACER FDS TR
US CASH COWS 100
25,35926,587+1,228117.94%0
ETFIS SER TR I
VIRTUS REAVES UT
14,44314,643+200114.12%0
NVIDIA CORPORATION(NVDA)383400+17001.97%0
NEXTERA ENERGY INC(NEE)4,7555,080+325001.98%0
T ROWE PRICE ETF INC
CAP APPRECIATION
8,84010,040+1,200001.64%0
EXXON MOBIL CORP4,0154,0150002.53%0
ETFIS SER TR I
VIRTUS INFRCAP
17,77520,000+2,225002.26%0
ALPHABET INC(GOOG)1,9051,9050001.79%0
TESLA INC(TSLA)1,5591,817+258001.75%0
INTUITIVE SURGICAL INC2,1002,1000114.42%0
CME GROUP INC(CME)1,2241,279+55001.44%0
MASTERCARD INCORPORATED(MA)720726+6001.78%0
COSTCO WHSL CORP NEW(COST)365340-25001.42%0
SPDR S&P 500 ETF TR(SPY)479457-22001.28%0
DIAGEO PLC(DEO)1,8401,825-15001.38%-0
BEASLEY BROADCAST GROUP INC27,0000-27,00000-0
BERKSHIRE HATHAWAY INC DEL1,1950-1,19500-0
AMAZON COM INC(AMZN)4,6770-4,67710-1
APPLE INC(AAPL)5,1190-5,11910-1
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