13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965798
Total reported value
$91.6M
$91.6M
52 檔
55.0%
In Q4 2024, Atlas Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $91.6M, distributed across 52 disclosed stock positions.
In Q4 2024, Atlas Wealth Partners, LLC displayed an active expansion posture, initiating 5 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 21.38% | -0.82% | +1.40% | |
| 2 | TPL | Texas Pacific Land CORP | Stock-Energy | 18.60% | -0.41% | +1.83% | |
| 3 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 14.29% | -0.67% | -0.90% | |
| 4 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.68% | +0.19% | +4.63% | |
| 5 | FNV | Franco-nevada CORP | Stock-Materials | 3.74% | -0.71% | -1.82% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.43% | +0.15% | -2.69% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.96% | +0.23% | +222.80% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.65% | +0.13% | +14.34% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.01% | +0.40% | +364.39% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.09% | -1.23% | |
| 11 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.57% | -0.25% | +0.34% | |
| 12 | RGLD | Royal Gold Inc | Stock-Materials | 1.41% | -0.39% | +0.77% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.32% | -0.07% | -4.76% | |
| 14 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.22% | -0.04% | +1.52% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.11% | -1.56% | |
| 16 | PBT | Permian Basin Royalty Trust | Stock-Other | 0.92% | +0.45% | +4.00% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.14% | +2.76% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.09% | +88.96% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.78% | +0.15% | +208.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +0.06% | -4.56% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.01% | -3.68% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | +0.01% | — | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.67% | +0.03% | +5.76% | |
| 24 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.63% | +0.06% | +11.09% | |
| 25 | LB | Landbridge Co Llc-a | Stock-Other | 0.56% | +0.63% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.06% | +1.24% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.11% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | +0.03% | -6.89% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.04% | +1.03% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.42% | -0.09% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.13% | -5.54% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | — | — | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.37% | +0.05% | -8.74% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.37% | -0.03% | +81.99% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.02% | -5.07% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.35% | +0.01% | +16.94% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.34% | +0.06% | -22.22% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | +0.01% | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | +0.05% | — | |
| 41 | CRS | Carpenter Technology | Stock-Industrials | 0.33% | +0.40% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.32% | +0.04% | -4.03% | |
| 43 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.29% | — | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.05% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | — | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | +0.22% | NEW | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | +0.22% | NEW | |
| 48 | CACI | Caci International Inc -cl A | Stock-Tech | 0.27% | -0.24% | EXIT | |
| 49 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.26% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | +4.1% | +1.40% | Add |
| 2 | GBTC | Grayscale Bitcoin Trust ETF | +2.4% | -0.90% | Trim |
| 3 | TPL | Texas Pacific Land CORP | +1% | +1.83% | Add |
| 4 | LB | Landbridge Co Llc-a | +0.6% | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +88.96% | Add |
| 6 | DIS | Walt Disney Co/the | +0.3% | NEW | New buy |
| 7 | ICOW | Pacer Developed Markets Inte | +0.3% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | NEW | New buy |
| 9 | MSB | Mesabi Trust | +0.3% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | +2.76% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.1% | +364.39% | Add |
| 12 | SJT | San Juan Basin Royalty Tr | — | +16.40% | Add |
| 13 | WMT | Walmart Inc | 0% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | 0% | -1.56% | Trim |
| 15 | CME | Cme Group Inc | 0% | — | Unchanged |
| 16 | DUK | Duke Energy CORP | 0% | +16.94% | Add |
| 17 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | -0.1% | +1.24% | Add |
| 19 | GOOG | Alphabet Inc-cl C | -0.1% | -5.54% | Trim |
| 20 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 21 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 22 | BSV | Vanguard Short-term Bond ETF | -0.1% | — | Unchanged |
| 23 | MO | Altria Group Inc | -0.1% | -4.03% | Trim |
| 24 | PM | Philip Morris International | -0.1% | — | Unchanged |
| 25 | PFFA | Virtus Infracap US Pref Stck | -0.1% | +11.09% | Add |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | — | Unchanged |
| 27 | TCAF | T Rowe Prc Cap Appreciation | -0.1% | -8.74% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 29 | CACI | Caci International Inc -cl A | -0.1% | +4.95% | Add |
| 30 | SCHP | Schwab U.s. Tips ETF | -0.1% | +81.99% | Add |
| 31 | PEP | Pepsico Inc | -0.2% | -5.07% | Trim |
| 32 | SYK | Stryker CORP | -0.2% | — | Unchanged |
| 33 | PNC | Pnc Financial Services Group | -0.2% | -22.22% | Trim |
| 34 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 35 | SO | Southern Co/the | -0.2% | +5.76% | Add |
| 36 | NEE | Nextera Energy Inc | -0.2% | +1.03% | Add |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | +14.34% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -4.56% | Trim |
| 39 | UTES | Virtus Reaves Utilities ETF | -0.2% | +1.52% | Add |
| 40 | PBT | Permian Basin Royalty Trust | -0.2% | +4.00% | Add |
| 41 | AAPL | Apple Inc | -0.3% | -1.23% | Trim |
| 42 | ISRG | Intuitive Surgical Inc | -0.3% | -4.76% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.3% | -3.68% | Trim |
| 44 | RGLD | Royal Gold Inc | -0.4% | +0.77% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.5% | +222.80% | Add |
| 46 | WPM | Wheaton Precious Metals CORP | -0.5% | +0.34% | Add |
| 47 | INFL | Horizon Kinetics Infl Benef | -0.8% | +4.63% | Add |
| 48 | MSFT | Microsoft CORP | -0.9% | -2.69% | Trim |
| 49 | FNV | Franco-nevada CORP | -1.1% | -1.82% | Trim |
| 50 | BTCGBP | Grayscale Bitcoin Mini Trust | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Atlas Wealth Partners, LLC reported a total U.S. public equity portfolio value of $91.6M across 52 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBTC, TPL, GBTC) accounted for 55.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
LB
市值: $443.0K
Top Position Liquidated / Trimmed
BTCGBP
前期市值: $867.0K
During Q4 2024, Atlas Wealth Partners, LLC's top holdings by market value included FBTC (21.4%)、TPL (18.6%)、GBTC (14.3%). The largest single position, FBTC, represented 21.4% of total portfolio value.
In Q4 2024, Atlas Wealth Partners, LLC made 39 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.