Atlas Wealth Llc Portfolio Stock Holdings

Atlas Wealth Llc disclosed 115 stock positions valued at approximately $333.6 million in its latest SEC 13F filing. The largest holdings include PNC FINL SVCS GROUP INCORPORATED, JPMORGAN CHASE & COMPANY, and ROBINHOOD MKTS INCORPORATED COM CLASS A. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
115
Portfolio Value
$333.6M
Holdings by Sector
Atlas Wealth Llc Portfolio Holdings in Q1 2026

90 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PNC FINL SVCS GROUP INCORPORATEDPNCFinancial Services5.92%77,880+72,702+1404.06%$19,765,074
JPMORGAN CHASE & COMPANYJPMFinancial Services5.36%453,010+426,804+1628.65%$17,884,835
ROBINHOOD MKTS INCORPORATED COM CLASS AHOODFinancial Services3.73%43,406+43,406+100.00%$12,451,445
CLOROX COMPANY DELCLXConsumer Defensive3.53%81,456+81,456+100.00%$11,765,505
LOCKHEED MARTIN CORPORATIONLMTIndustrials3.24%97,710+97,710+100.00%$10,824,314
CROWDSTRIKE HLDGS INCORPORATED CLASS ACRWDTechnology3.06%27,574+27,574+100.00%$10,206,947
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-BFinancial Services3.01%133,331+131,999+9909.83%$10,054,491
BROADCOM INCORPORATEDAVGOTechnology2.35%106,767+106,767+100.00%$7,831,359
CENTRUS ENERGY CORPORATION CLASS ALEUEnergy2.22%25,207+25,207+100.00%$7,414,891
META PLATFORMS INCORPORATED CLASS AMETACommunication Services2.20%117,412+114,756+4320.63%$7,345,295
MERCK & COMPANY INCORPORATEDMRKHealthcare1.80%314,776+314,776+100.00%$5,999,631
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCKGEHCHealthcare1.79%64,534+64,534+100.00%$5,986,174
PROCTER & GAMBLE COMPANYPGConsumer Defensive1.46%298,735+217,159+266.20%$4,869,381
INTERNATIONAL BUSINESS MACHINESIBMTechnology1.40%22,391+5,623+33.53%$4,663,374
AMAZON COM INCORPORATEDAMZNConsumer Cyclical1.34%103,926+81,283+358.98%$4,457,386
ELEVANCE HEALTH INCORPORATED FORMERLY AELVHealthcare1.28%336,953+336,143+41499.14%$4,262,455
RIVERNORTH FLEXIBLE MUNI INCMERFMZOther1.25%117,358-197,632-62.74%$4,176,771
SYNCHRONY FINANCIALSYFFinancial Services1.21%16,613+4,537+37.57%$4,026,852
LAM RESEARCH CORPORATION COM NEWLRCXOther1.21%59,944+59,944+100.00%$4,023,426
NEXTERA ENERGY INCORPORATEDNEEUtilities1.20%41,404+41,404+100.00%$4,003,767
CISCO SYSTEMS INCORPORATEDCSCOTechnology1.13%146,954+127,549+657.30%$3,754,675
WASTE MGMT INCORPORATED DELWMIndustrials1.06%186,483+186,483+100.00%$3,539,447
KRAFT HEINZ COMPANYKHCConsumer Defensive0.97%16,860+16,860+100.00%$3,235,771
MCDONALDS CORPORATIONMCDConsumer Cyclical0.94%60,996+60,996+100.00%$3,121,775
PEPSICO INCORPORATEDPEPConsumer Defensive0.90%59,713+55,462+1304.68%$3,013,118
ALPHABET INCORPORATED CAP STK CLASS CGOOGCommunication Services0.90%64,085+19,250+42.94%$3,011,995
AMGEN INCORPORATEDAMGNHealthcare0.86%72,463+71,819+11152.02%$2,857,216
CMS ENERGY CORPORATIONCMSUtilities0.85%149,640+149,640+100.00%$2,832,685
FLUOR CORPORATIONFLRIndustrials0.77%131,395+114,966+699.77%$2,563,516
ABBVIE INCORPORATEDABBVHealthcare0.74%144,461+144,461+100.00%$2,460,792
MICROSOFT CORPORATIONMSFTTechnology0.72%61,005+32,417+113.39%$2,395,666
THERMO FISHER SCIENTIFIC INCORPORATEDTMOHealthcare0.69%36,880+32,801+804.14%$2,297,624
ENTERGY CORPORATION NEWETRUtilities0.60%4,053+4,053+100.00%$1,992,171
NVIDIA CORPORATIONNVDATechnology0.57%10,844+38+0.35%$1,891,208
HOME DEPOT INCORPORATEDHDConsumer Cyclical0.45%19,405+18,787+3039.97%$1,505,634
FRONTIER GROUP HLDGS INCORPORATEDULCCIndustrials0.41%9,475+9,475+100.00%$1,371,885
APPLE INCORPORATEDAAPLTechnology0.38%28,417-51,666-64.52%$1,274,502
STRYKER CORPORATIONSYKHealthcare0.38%36,760+36,760+100.00%$1,251,516
SYNOPSYS INCORPORATEDSNPSTechnology0.35%5,687+5,687+100.00%$1,183,408
BANK AMERICA CORPORATIONBACFinancial Services0.35%4,087+4,087+100.00%$1,175,258
RAYMOND JAMES FINL INCORPORATEDRJFFinancial Services0.34%22,332+12,857+135.69%$1,123,746
GE VERNOVA INCORPORATEDGEVUtilities0.31%76,796+76,218+13186.51%$1,022,923
WALMART INCORPORATEDWMTConsumer Defensive0.29%44,800+40,111+855.43%$972,160
CATERPILLAR INCORPORATEDCATIndustrials0.28%26,920+26,920+100.00%$928,471
CORNING INCORPORATEDGLWTechnology0.25%12,076+6,998+137.81%$821,410
GENWORTH FINL INCORPORATED COM SHSGNWFinancial Services0.24%6,272+6,272+100.00%$807,708
AFLAC INCORPORATEDAFLFinancial Services0.23%16,429+16,429+100.00%$766,413
INTEL CORPORATIONINTCTechnology0.23%16,847+16,847+100.00%$755,419
BLACKSTONE INCORPORATEDBXFinancial Services0.21%5,077+5,077+100.00%$690,320
BWX TECHNOLOGIES INCORPORATEDBWXTIndustrials0.20%4,251+4,251+100.00%$660,138
AMERIPRISE FINL INCORPORATEDAMPFinancial Services0.20%8,690+8,690+100.00%$658,181
ELI LILLY & COMPANYLLYHealthcare0.19%1,332+1,332+100.00%$638,294
UNION PAC CORPORATIONUNPIndustrials0.18%2,153+2,153+100.00%$610,957
MONDELEZ INTERNATIONAL INCORPORATED CLASS AMDLZConsumer Defensive0.18%20,734+20,734+100.00%$601,079
TESLA INCORPORATEDTSLAConsumer Cyclical0.18%22,661+21,190+1440.52%$584,427
HCA HEALTHCARE INCORPORATEDHCAHealthcare0.17%4,689+4,689+100.00%$582,749
NIKE INCORPORATED CLASS BNKEConsumer Cyclical0.15%592+592+100.00%$516,757
CBRE GROUP INCORPORATED CLASS ACBREReal Estate0.15%9,057+9,057+100.00%$514,884
HUNTINGTON BANCSHARES INCORPORATEDHBANFinancial Services0.15%14,129+14,129+100.00%$497,200
CENCORA INCORPORATEDCORHealthcare0.15%1,986+1,986+100.00%$485,458
LOWES COMPANIES INCORPORATEDLOWConsumer Cyclical0.14%3,565+3,565+100.00%$467,086
NUSCALE PWR CORPORATION CLASS A COMSMRIndustrials0.14%11,093+11,093+100.00%$457,455
ROPER TECHNOLOGIES INCORPORATEDROPTechnology0.13%438+438+100.00%$436,436
NORTHROP GRUMMAN CORPORATIONNOCIndustrials0.12%4,009+3,477+653.57%$400,339
VALVOLINE INCORPORATEDVVVConsumer Cyclical0.11%2,557+2,557+100.00%$376,160
DELTA AIR LINES INCORPORATED COM NEWDALIndustrials0.11%532+532+100.00%$362,952
EXELON CORPORATIONEXCUtilities0.11%5,036+5,036+100.00%$358,211
QCR HLDGS INCORPORATEDQCRHFinancial Services0.10%4,719+4,719+100.00%$341,467
EMERSON ELEC COMPANYEMRIndustrials0.09%9,146+5,581+156.55%$312,352
REKOR SYSTEMS INCORPORATEDREKRTechnology0.09%1,110+1,110+100.00%$300,355
AT&T INCORPORATEDTCommunication Services0.09%2,291-13,185-85.20%$300,304
UNITEDHEALTH GROUP INCORPORATEDUNHHealthcare0.08%4,518+3,408+307.03%$283,188
PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTRTechnology0.08%615+615+100.00%$264,628
CONOCOPHILLIPSCOPEnergy0.08%869+869+100.00%$262,855
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFARKQOther0.08%679+679+100.00%$260,329
TARGET CORPORATIONTGTConsumer Defensive0.08%7,619+7,619+100.00%$258,817
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETFIDVOOther0.08%1,312+1,312+100.00%$257,414
AUTOMATIC DATA PROCESSING INCORPORATEDADPTechnology0.07%407+407+100.00%$245,987
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFDIVOOther0.07%545-6,958-92.74%$238,051
ALTRIA GROUP INCORPORATEDMOConsumer Defensive0.07%3,915+3,915+100.00%$237,445
EXPAND ENERGY CORPORATIONCHKEnergy0.07%810+810+100.00%$237,128
ISHARES TR RUSSELL 2000 ETFIWMOther0.07%1,747+1,747+100.00%$236,649
NETFLIX INCORPORATED.NFLXCommunication Services0.07%644+644+100.00%$226,591
VANGUARD FTSE EMERGING MARKETS ETFVWOOther0.07%5,419+5,419+100.00%$219,853
AMERICAN EXPRESS COMPANYAXPFinancial Services0.06%8,528+7,594+813.06%$214,437
GE AEROSPACE COM NEWGEIndustrials0.06%2,375+89+3.89%$208,620
PRINCIPAL FINANCIAL GROUP INCORPORATEDPFGFinancial Services0.06%6,012+6,012+100.00%$207,654
FORD MTR COMPANYFConsumer Cyclical0.06%630+630+100.00%$207,201
CHEMOURS COMPANYCCBasic Materials0.00%24,300+24,300+100.00%$3,426
STATE STREET SPDR PORTFOLIO S&P ETFSPLGOther0.00%19,620+19,620+100.00%$999
Atlas Wealth Llc Portfolio Stock Holdings | InsiderSet