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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
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Increased 427.43%
10.23%
$23.701M
132,289 shares@ $179.16 avg price
RDVIFt Vest Rising Dividend Achievers Target
Recent Activity
Increased 14.58%
0.81%
$1.86M
75,476 shares@ $24.65 avg price
TCAFT Rowe Price Etf Inc Capital Appreciation Equity
Recent Activity
Increased 27.33%
0.55%
$1.274M
38,322 shares@ $33.26 avg price
RDVYFirst Trust Nasdaq Rising Dividend Achievers
Recent Activity
Increased 91.54%
0.54%
$1.232M
20,808 shares@ $59.22 avg price