MondegarAI
Atlas Wealth LLC

Q2 2025 · 13F-HR

Atlas Wealth LLCholdings as filed

Filed 2025-08-05 · accession 0001765380-25-000288

$273.9M
Reported value
108
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
902973155U.S. BANCORP PFD B$21.6M7.88%1,062,442CommonNONE
037833100AAPLAPPLE INCORPORATED$17.2M6.28%82,787CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$15.9M5.82%86,736CommonNONE
594918104MSFTMICROSOFT CORPORATION$14.4M5.25%29,219CommonNONE
742718109PGPROCTER AND GAMBLE COMPANY$13.2M4.83%82,000CommonNONE
060505625BANK OF AMERICA CORPORATION PFD 1/1200SER2$11.7M4.26%576,779CommonNONE
47103U845JAAAJANUS HENDERSON AAA CLO ETF$9.9M3.60%194,795CommonNONE
02079K107GOOGALPHABET INCORPORATED CAP STK CLASS C$8.2M2.98%46,188CommonNONE
33738R704AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$8.2M2.98%99,372CommonNONE
46625H100JPMJPMORGAN CHASE & COMPANY.$8.0M2.92%27,524CommonNONE
14040H758CAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L$7.4M2.70%442,883CommonNONE
38143Y665GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000$7.1M2.61%333,833CommonNONE
69344A834PAAAPGIM AAA CLO ETF$5.7M2.08%111,315CommonNONE
023135106AMZNAMAZON COM INCORPORATED$5.4M1.99%24,715CommonNONE
78442P502SLM CORPORATION PFD SER B$5.4M1.98%74,071CommonNONE
33733E104FTCSFIRST TRUST CAPITAL STRENGTH ETF$5.4M1.96%58,480CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINES$5.1M1.86%17,475CommonNONE
69374H881COWZPACER US CASH COWS 100 ETF$5.1M1.86%90,696CommonNONE
38144G804GOLDMAN SACHS GROUP INC SHS D 1/1000$4.8M1.75%227,265CommonNONE
61747S504MORGAN STANLEY PFD A 1/1000$4.2M1.52%193,268CommonNONE
025072885AVUSAVANTIS U.S. EQUITY ETF$4.1M1.51%40,973CommonNONE
47804J842JHSCJOHN HANCOCK MULTIFACTOR SMALL CAP ETF$4.1M1.49%102,898CommonNONE
060505633BANK OF AMERICA CORPORATION PFD1/1200 SR1$3.9M1.42%187,533CommonNONE
7591EP886REGIONS FINANCIAL CORPORATION DEP SH PFD SER E$3.7M1.36%215,598CommonNONE
47804J206JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF$3.7M1.34%59,467CommonNONE
132061201SYLDCAMBRIA SHAREHOLDER YIELD ETF$3.6M1.33%54,535CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY$3.2M1.19%92,197CommonNONE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNI INCME$3.1M1.12%241,097CommonNONE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT ETF$3.0M1.10%31,486CommonNONE
69374H857CALFPACER US SMALL CAP CASH COWS ETF$2.9M1.07%71,896CommonNONE
33738D879RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET$2.8M1.03%113,306CommonNONE
33740F383AGQIFIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF$2.5M0.92%164,333CommonNONE
33741X102SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF$2.4M0.89%67,871CommonNONE
30303M102METAMETA PLATFORMS INCORPORATED CLASS A$2.2M0.80%3,031CommonNONE
33738R506RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS$2.1M0.75%32,580CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M0.75%13,428CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INCORPORATED$1.7M0.64%4,141CommonNONE
87283Q826TMSLT ROWE PRICE ETF SMALL MID CAP ETF$1.7M0.61%50,574CommonNONE
23908L405DINTDAVIS SELECT INTERNATIONAL ETF$1.6M0.58%61,083CommonNONE
75526L886FEGEFIRST EAGLE GLOBAL EQUITY ETF$1.6M0.57%38,375CommonNONE
754730109RJFRAYMOND JAMES FINL INCORPORATED$1.5M0.55%9,740CommonNONE
17275R102CSCOCISCO SYSTEMS INCORPORATED$1.3M0.49%19,405CommonNONE
75526L878FEOEFIRST EAGLE OVERSEAS EQUITY ETF$1.3M0.48%30,893CommonNONE
025072323AVSCAVANTIS US SMALL CAP EQUITY ETF$1.1M0.41%21,430CommonNONE
65340G304NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A$1.0M0.37%74,265CommonNONE
747525103QCOMQUALCOMM INCORPORATED$1.0M0.37%6,305CommonNONE
693475105PNCPNC FINL SVCS GROUP INCORPORATED$996,8690.36%5,178CommonNONE
90353T100UBERUBER TECHNOLOGIES INCORPORATED$921,3000.34%10,000CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$910,6830.33%13,359CommonNONE
950810101WSBCWESBANCO INCORPORATED$881,6250.32%26,961CommonNONE
949746101WMT2WELLS FARGO COMPANY NEW$857,5190.31%10,523CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW$848,4940.31%1,733CommonNONE
343412102FLRFLUOR CORPORATION NEW$826,5430.30%16,429CommonNONE
89157W301TUSITOUCHSTONE ULTRA SHORT INCOME ETF$789,5500.29%31,189CommonNONE
23908L108DFNLDAVIS SELECT FINANCIAL ETF$775,1480.28%17,898CommonNONE
02079K305GOOGLALPHABET INCORPORATED CAP STK CLASS A$766,6620.28%4,360CommonNONE
025072604AVEMAVANTIS EMERGING MARKETS EQUITY ETF$699,5790.26%10,192CommonNONE
369604301GEGE AEROSPACE COM NEW$676,3380.25%2,716CommonNONE
68389X105ORCLORACLE CORPORATION$674,3970.25%3,080CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL INCORPORATED$616,2070.23%3,471CommonNONE
713448108PEPPEPSICO INCORPORATED$583,5120.21%4,314CommonNONE
233051481DEUSXTRACKERS RUSSELL US MULTIFACTOR ETF$572,4880.21%10,096CommonNONE
46138E156PSCFINVESCO S&P SMALLCAP FINANCIALS ETF$556,8860.20%10,094CommonNONE
00206R102TAT&T INCORPORATED$523,1900.19%18,116CommonNONE
87283Q701TBUXT ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF$523,0010.19%10,513CommonNONE
771049103RBLXROBLOX CORPORATION CLASS A$503,2500.18%5,000CommonNONE
88160R101TSLATESLA INCORPORATED$489,8570.18%1,629CommonNONE
291011104EMREMERSON ELEC COMPANY$483,0930.18%3,565CommonNONE
90138F102TWLOTWILIO INCORPORATED CLASS A$468,9200.17%4,000CommonNONE
61762V861MORGAN STANLEY 4.250 DP PFD O$461,6650.17%26,502CommonNONE
931142103WMTWALMART INCORPORATED$460,6470.17%4,689CommonNONE
025072877AVUVAVANTIS U.S. SMALL CAP VALUE ETF$458,8130.17%4,934CommonNONE
92189H730SMOTVANECK ETF TRUST MORNINGSTAR SMID MOAT ETF$402,7530.15%11,374CommonNONE
922908736VUGVANGUARD GROWTH ETF$398,3840.15%918CommonNONE
922908744VTVVANGUARD VALUE ETF$377,4760.14%2,114CommonNONE
580135101MCDMCDONALDS CORPORATION$357,2850.13%1,201CommonNONE
25434V500DFASDIMENSIONAL U.S. SMALL CAP ETF$343,6860.13%5,312CommonNONE
501044101KRKROGER COMPANY$336,7010.12%4,719CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW$335,4330.12%9,315CommonNONE
911312106UPSUNITED PARCEL SERVICE INCORPORATED CLASS B$327,9310.12%3,139CommonNONE
478160104JNJJOHNSON & JOHNSON$325,2490.12%2,086CommonNONE
036752103ELVELEVANCE HEALTH INCORPORATED$320,5660.12%810CommonNONE
032108409DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF$320,5280.12%7,503CommonNONE
92189F593MOTIVANECK MORNINGSTAR INTERNATIONAL MOAT ETF$317,6410.12%9,146CommonNONE
36828A101GEVGE VERNOVA INCORPORATED$315,2380.12%623CommonNONE
33740F110FT CONFLUENCE BDC & SPECIALTY FINANCE INCOME ETF$311,4350.11%74,330CommonNONE
14040H105COFCAPITAL ONE FINL CORPORATION$301,6820.11%1,402CommonNONE
025816109AXPAMERICAN EXPRESS COMPANY$301,2430.11%934CommonNONE
025072802AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF$276,5790.10%3,486CommonNONE
666807102NOCNORTHROP GRUMMAN CORPORATION$267,8780.10%532CommonNONE
219350105GLWCORNING INCORPORATED$267,0520.10%5,078CommonNONE
464287200IVVISHARES TR CORE S&P500 ETF$262,5430.10%423CommonNONE
46432F842IEFAISHARES TR CORE MSCI EAFE$259,2610.09%3,112CommonNONE
25278X109FANGDIAMONDBACK ENERGY INCORPORATED$252,3600.09%1,800CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP UNIT$237,1500.09%17,000CommonNONE
437076102HDHOME DEPOT INCORPORATED$235,8370.09%632CommonNONE
38144X609THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C$232,4040.08%10,860CommonNONE
25434V880DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$223,9220.08%7,619CommonNONE
025537101AEPAMERICAN ELEC PWR COMPANY INCORPORATED$223,3950.08%2,140CommonNONE
682680103OKEONEOK INCORPORATED NEW$217,7820.08%2,689CommonNONE
832696405SJMSMUCKER J M COMPANY COM NEW$214,0330.08%2,079CommonNONE
33733A201EDOWFIRST TRUST DOW 30 EQUAL WEIGHT ETF$209,7550.08%5,419CommonNONE
71424F105PRPERMIAN RESOURCES CORPORATION CLASS A COM$181,8700.07%13,000CommonNONE
98956A105ZETAZETA GLOBAL HOLDINGS CORPORATION CLASS A$151,4000.06%10,000CommonNONE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INCORPORATED$137,5000.05%10,000CommonNONE
37247D106GNWGENWORTH FINL INCORPORATED COM SHS$104,7650.04%13,312CommonNONE
09530Q102BIOFBLUE BIOFUELS INCORPORATED$4,0270.00%24,300CommonNONE
74373P108PVCTPROVECTUS BIOPHARMACEUTICALS I$1,9190.00%26,620CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.