Andy Armstrong

@Atlas Wealth Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$231.745M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
3814⤦Goldman Sachs Group Inc Shs D 1 1000 Recent Activity Decreased -54.76%	2.74%	$6.332M 279,563 shares@ $22.66 avg price	Decreased -54.76%
JPMJpmorgan Chase & Company. Recent Activity Decreased -50.29%	2.63%	$6.089M 28,879 shares@ $210.87 avg price	Decreased -50.29%
0605⤦Bank Of America Corporation Pfd1 1200 Sr1 Recent Activity Decreased -51.54%	2.47%	$5.712M 250,619 shares@ $22.79 avg price	Decreased -51.54%
AMZNAmazon Com Incorporated Recent Activity Decreased -50.34%	1.87%	$4.311M 23,135 shares@ $186.34 avg price	Decreased -50.34%
IBMInternational Business Machines Recent Activity Decreased -50.18%	1.77%	$4.098M 18,535 shares@ $221.09 avg price	Decreased -50.18%
FTCSFirst Trust Capital Strength Etf Recent Activity New Position	1.74%	$4.029M 44,368 shares@ $90.8 avg price	New Position
JHSCJohn Hancock Multifactor Small Cap Etf Recent Activity Decreased -52.08%	1.65%	$3.824M 95,259 shares@ $40.14 avg price	Decreased -52.08%
CALFPacer Us Small Cap Cash Cows 100 Etf Recent Activity Decreased -53.71%	1.47%	$3.39M 72,874 shares@ $46.52 avg price	Decreased -53.71%
COWZPacer Us Cash Cows 100 Etf Recent Activity Decreased -41.7%	1.35%	$3.125M 54,042 shares@ $57.84 avg price	Decreased -41.7%
AGQIFirst Trust Active Global Quality Income Etf Recent Activity Decreased -68.55%	1.23%	$2.829M 193,381 shares@ $14.63 avg price	Decreased -68.55%