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Ashleigh Swayze

@Atlas Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$65.585MTotal holdings48
Assets growth rate177.7%Assets growth rate (2-Q avg)102.85%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Atlas Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 65.585M in assets, with a quarterly growth rate of 177.7% and a 2-quarter average growth rate of 102.85%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TPLTexas Pacific Land Corporati
Recent Activity
17.61%
$11.549M
13,053 shares@ $884.78 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
17.3%
$11.34M
204,214 shares@ $55.53 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
New Position
11.86%
$7.774M
153,932 shares@ $50.51 avg price
INFLListed Fd Tr
Recent Activity
Decreased -0.89%
6.46%
$4.235M
112,652 shares@ $37.6 avg price
FNVFranco Nev Corp
Recent Activity
New Position
4.86%
$3.183M
25,620 shares@ $124.24 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
4.34%
$2.846M
6,615 shares@ $430.24 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
3.43%
$2.244M
26,552 shares@ $84.52 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -0.46%
2.87%
$1.877M
32,348 shares@ $58.03 avg price
AAPLApple Inc
Recent Activity
Decreased -0.98%
2.14%
$1.4M
6,010 shares@ $232.95 avg price
WPMWheaton Precious Metals Corp
Recent Activity
New Position
2.06%
$1.345M
22,016 shares@ $61.1 avg price