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Andy Armstrong

@Atlas Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$231.745MTotal holdings82
Assets growth rate-72.74%Assets growth rate (2-Q avg)121.22%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Atlas Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 231.745M in assets, with a quarterly growth rate of -72.74% and a 2-quarter average growth rate of 121.22%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTCSFirst Trust Capital Strength Etf
Recent Activity
New Position
1.74%
$4.029M
44,368 shares@ $90.8 avg price
1404⤦Capital One Financial Corporation. 4.375 Dep Pfd L
Recent Activity
New Position
0.9%
$2.068M
104,680 shares@ $19.77 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
New Position
0.26%
$593,770
11,670 shares@ $50.89 avg price
PSCFInvesco S&p Smallcap Financials Etf
Recent Activity
New Position
0.24%
$538,099
9,720 shares@ $55.36 avg price
6176⤦Morgan Stanley 4.250 Dp Pfd O
Recent Activity
New Position
0.18%
$403,526
19,494 shares@ $20.71 avg price
GLWCorning Incorporated
Recent Activity
New Position
0.1%
$229,272
5,078 shares@ $45.16 avg price
HDHome Depot Incorporated
Recent Activity
New Position
0.1%
$225,696
557 shares@ $405.2 avg price
AEPAmerican Elec Pwr Company Incorporated
Recent Activity
New Position
0.1%
$219,564
2,140 shares@ $102.6 avg price
PAAAPgim Aaa Clo Etf
Recent Activity
New Position
0.1%
$216,643
4,228 shares@ $51.25 avg price
AMGNAmgen Incorporated
Recent Activity
New Position
0.09%
$207,503
644 shares@ $322.21 avg price