AWL
Atlas Wealth LLC Portfolio
Invests via Atlas Wealth LLC | Managed by Andy Armstrong
Invests via Atlas Wealth LLC
Managed by Andy Armstrong
Automatically Tracked
Company Profile
Atlas Wealth LLC operates as a sophisticated asset manager, focusing on providing tailored investment solutions to high-net-worth individuals and institutional clients. With a strategic emphasis on alternative investments, the firm leverages market insights to create value in dynamic financial environments. Founded by experienced professionals with diverse backgrounds in finance, its leadership excels in navigating complex economic landscapes. By fostering long-term relationships and employing an innovative approach to wealth management, Atlas Wealth is poised for continued growth within the competitive landscape of asset management.
Atlas Wealth LLC operates as a sophisticated asset manager, focusing on providing tailored investment solutions to high-net-worth individuals and institutional clients. With a strategic emphasis on alternative investments, the firm leverages market insights to create value in dynamic financial environments. Founded by experienced professionals with diverse backgrounds in finance, its leadership excels in navigating complex economic landscapes. By fostering long-term relationships and employing an innovative approach to wealth management, Atlas Wealth is poised for continued growth within the competitive landscape of asset management.
Investment Philosophy & Strategy
Operating with a catalyst-driven approach, Atlas Wealth LLC excels in identifying transformative investment opportunities that arise during market dislocations. The firm actively seeks to deploy capital into alternative assets and special situations where inefficiencies are prevalent, leveraging both research acumen and strategic partnerships. Through an adaptive strategy that prioritizes innovation in asset allocation, it aims to enhance value creation while minimizing risks associated with market volatility. The firm's commitment to long-term growth is further bolstered by its robust operational framework and a focus on establishing deep client relationships across various sectors.
Operating with a catalyst-driven approach, Atlas Wealth LLC excels in identifying transformative investment opportunities that arise during market dislocations. The firm actively seeks to deploy capital into alternative assets and special situations where inefficiencies are prevalent, leveraging both research acumen and strategic partnerships. Through an adaptive strategy that prioritizes innovation in asset allocation, it aims to enhance value creation while minimizing risks associated with market volatility. The firm's commitment to long-term growth is further bolstered by its robust operational framework and a focus on establishing deep client relationships across various sectors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.64%
Gain +0.01%
Monthly
0.45%
Yearly
5.56%
Drawdown
15.17%
$1.29B
Equity
Holdings
$1.29B
Investment
$1.03B
$125.56M
Profit +$132,002.61
Realized
-$134.63M
Unrealized
$260.19M
Dividends
$25.43M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$132,002.61
Win %
61%
This Week
Compared To Last Week
Gain
0.01%
Profit
$132,002.61
Win %
61%
This Month
Compared to last month
Gain
-0.3%
Profit
-$3.33M
Win %
61%
This Year
Compared to last year
Gain
-45.29%
Profit
-$94.14M
Win %
71%
INTC Intel Corporation
+6.51%
+$128,205.67 
GEV GE Vernova Inc.
+3.73%
+$2.6M 
SMR NuScale Power Corporation
+3.34%
+$3,549.76 
ULCC Frontier Group Holdings, Inc.
+2.96%
+$1,705.5 
RJF Raymond James Financial Inc.
+2.65%
+$88,881.14 
FNMAT Fannie Mae 8.25% Perpetual Preferred Stock
+2.58%
+$9,365.04 
T AT&T Inc.
+2.52%
+$1,328.78 
LEU Centrus Energy Corp.
+2.46%
+$98,307.55 
JPM JPMorgan Chase & Co.
+2.31%
+$3.28M 
HCA HCA Healthcare Inc.
+2.29%
+$40,653.54 
CC Chemours Co.
+2.23%
+$11,664 
AXP American Express Company
+2.18%
+$59,269.69 
SYK Stryker Corporation
+2.15%
+$241,145.6 
TGT Target Corporation
+1.95%
+$19,733.21 
EXE Expand Energy Corporation
+1.95%
+$1,377 
AMP Ameriprise Financial, Inc.
+1.94%
+$76,037.5 
TSLA Tesla, Inc.
+1.82%
+$164,972.08 
HBAN Huntington Bancshares Incorporated
+1.8%
+$4,379.99 
UNP Union Pacific Corporation
+1.65%
+$9,516.28 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$289,713.6 
BX Blackstone Inc.
+1.58%
+$9,697.07 
BAC Bank of America Corporation
+1.56%
+$3,514.82 
EXC Exelon Corporation
+1.54%
+$3,525.2 
DAL Delta Air Lines, Inc.
+1.5%
+$654.36 
GLW Corning Incorporated
+1.5%
+$32,001.4 
CAT Caterpillar Inc.
+1.44%
+$348,345.07 
SYF Synchrony Financial
+1.42%
+$17,111.39 
COP ConocoPhillips
+1.4%
+$1,407.78 
NEE NextEra Energy, Inc.
+1.35%
+$47,614.6 
VISL Vislink Technologies Inc.
+1.33%
+$197.36 
ABBV AbbVie Inc.
+1.32%
+$427,604.56 
PFG Principal Financial Group, Inc.
+1.3%
+$8,597.16 
FLR Fluor Corporation
+1.22%
+$80,150.95 
LRCX Lam Research Corporation
+1.18%
+$257,160.36 
AFL Aflac Inc.
+1.16%
+$22,179.15 
CBRE CBRE Group Inc.
+1.14%
+$13,585.5 
ETR Entergy Corporation
+1.11%
+$4,944.66 
HOOD Robinhood Markets, Inc.
+1.04%
+$41,669.76 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$43,237.78 
IWM iShares Russell 2000 ETF
+0.87%
+$4,437.4 
PG Procter & Gamble Co
+0.86%
+$379,393.45 
GNW Genworth Financial Inc.
+0.79%
+$439.04 
GE General Electric Company
+0.76%
+$6,032.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,438.56 
MO Altria Group, Inc.
+0.74%
+$2,074.95 
UNH UnitedHealth Group Incorporated
+0.73%
+$13,418.46 
HD The Home Depot, Inc.
+0.73%
+$46,183.9 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$179.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$461,325.26 
KHC The Kraft Heinz Company
+0.7%
+$2,866.2 
EMR Emerson Electric Co.
+0.69%
+$8,963.18 
ROP Roper Technologies Inc.
+0.68%
+$989.88 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.52%
+$288.64 
RF-PE Regions Financial Corporation
+0.5%
+$9,840.88 
GOOG Alphabet Inc
+0.45%
+$102,536 
WMT Walmart Inc.
+0.45%
+$24,192.04 
PEP PepsiCo, Inc.
+0.38%
+$32,245.02 
TDI Touchstone Dynamic International ETF
+0.35%
+$2,055.2 
AMGN Amgen Inc.
+0.32%
+$82,608.69 
WM Waste Management, Inc.
+0.3%
+$123,080.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$4,316.36 
USB-PH U.S. Bancorp
+0.21%
+$1,945.28 
ADP Automatic Data Processing Inc.
+0.2%
+$179.08 
COF-PL Capital One Financial Corporation
+0.19%
+$19,109.73 
NVDA NVIDIA Corporation
+0.16%
+$3,470.08 
GS-PA The Goldman Sachs Group, Inc.
+0.1%
+$467.16 
MSFT Microsoft Corp.
+0.1%
+$24,401.39 
BML-PH Bank of America Corporation
+0.05%
+$823.54 
MCD McDonald's Corporation
+0.01%
+$2,440.45 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
CHZQ China Zhong Qi Holdings Ltd
0%
$0 
FCPG
0%
$0 
FSRNQ Fisker Inc
0%
$0 
GS-PD The Goldman Sachs Group, Inc.
0%
$0 
GSPRC
0%
$0 
PEB-PG Pebblebrook Hotel Trust
0%
$0 
SCEY
0%
$0 
FUN Six Flags Entertainment Corporation
-3.9%
-$1,368.95 
LLY Eli Lilly and Company
-2.41%
-$37,229.33 
PLTR Palantir Technologies Inc.
-2.36%
-$1,900.35 
NKE Nike, Inc. - Class B
-2.24%
-$609.76 
REKR Rekor Systems Inc.
-1.84%
-$14.43 
BIOF Blue Biofuels Inc.
-1.6%
-$38.9 
AAPL Apple Inc.
-1.52%
-$127,876.5 
LMT Lockheed Martin Corporation
-1.52%
-$815,875.57 
CLX The Clorox Company
-1.51%
-$120,554.88 
MRK Merck & Co., Inc.
-1.42%
-$538,266.02 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$233,081.6 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$240,722.12 
AMZN Amazon.com Inc
-1.23%
-$307,619.92 
NFLX Netflix, Inc.
-1.14%
-$598.92 
IBM International Business Machines Corporation
-0.95%
-$58,440.96 
AVGO Broadcom Inc.
-0.91%
-$373,684.82 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.64%
-$563.58 
BWXT Bwx Technologies Inc.
-0.63%
-$5,228.69 
CSCO Cisco Systems, Inc.
-0.6%
-$107,276.71 
MDLZ Mondelez International, Inc.
-0.58%
-$7,671.58 
NOTE FiscalNote Holdings, Inc.
-0.55%
-$1.19 
VVV Valvoline Inc.
-0.53%
-$511.4 
SNPS Synopsys, Inc.
-0.53%
-$13,648.8 
SLMBP SLM Corporation Floating Rate Non-Cumulative Preferred Stock Series B
-0.52%
-$560,678.43 
BML-PL Bank of America Corporation
-0.44%
-$2,687.53 
BML-PG Bank of America Corporation
-0.42%
-$8,852.72 
NOC Northrop Grumman Corporation
-0.4%
-$8,779.71 
RFMZ RiverNorth Flexible Duration Municipal Income Fund II, Inc.
-0.3%
-$4,694.32 
MS-PO Morgan Stanley
-0.27%
-$4,873.58 
META Meta Platforms Inc Class A
-0.26%
-$170,248.57 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$31.5 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.18%
-$5,985.6 
BAC-PK Bank of America Corporation
-0.16%
-$2,822.48 
NXDT-PA NexPoint Diversified Real Estate Trust
-0.15%
-$10,580.5 
LOW Lowe's Companies Inc.
-0.12%
-$962.56 
MS-PA Morgan Stanley
-0.1%
-$2,615.28 
QCRH QCR Holdings Inc.
-0.05%
-$235.95 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1466 | Longs Won 751/1466 51% | Profit Factor 9.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.45M |
| Average Win $439,648 | Best Trade (Jun 14) $168.18M | Sharpe Ratio -7.44 |
| Average Loss -$50,279.79 | Worst Trade (Jun 14) -$6.26M | Z-Score -11.3 (95.9%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $85,650.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 0.34% | 1.9% | 8.38% | 31.02% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
