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Atlas Wealth Partners, LLC

CIK
1965798
City
WYOMISSING
State / Country
PA

Top Portfolio Positions

46 positions · $74,733,657 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in MSB

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $235,305 7,470
2025-12-31 $302,690 7,858
2025-09-30 $229,593 7,844
2025-03-31 $219,150 8,057
2024-12-31 $203,150 7,227