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Home > Institutional Investor > Atlas Wealth Llc > Profile

Instuitional Investor - Atlas Wealth Llc

Fund Profile
Filing Period:
Fund Name: Atlas Wealth Llc
Portfolio Value $183,608,667
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Us Bancorp
 USB 1,064,065 $20,089,547 10.94%
2.
Bank Of America Corp
 BAC 810,723 $17,106,255 9.31%
3.
Apple Inc.
 AAPL 86,927 $14,882,692 8.1%
4.
Goldman Sachs Group Incorporated. Pfd A 100
 642,137 $14,191,228 7.72%
5.
Procter & Gamble Co
 PG 87,060 $12,698,572 6.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)