Skip to main content

Atlas Wealth Partners, LLC

CIK
1965798
City
WYOMISSING
State / Country
PA

Top Portfolio Positions

47 positions · $75,275,153 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in HE

Export CSV

Shares Held

Position Value (USD)

4 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,706,110 114,967
2025-12-31 $1,224,797 99,577
2025-09-30 $917,170 83,077
2025-06-30 $189,745 17,850