Atlas Wealth LLC
Atlas Private Wealth Management LLC is an SEC-registered investment advisory firm headquartered in Albany, New York. Founded in 2011, the firm offers financial planning and portfolio management services primarily to individuals, including both high net worth clients and retail investors. With approximately 32 employees, Atlas Wealth serves a diverse clientele with a focus on personalized wealth management and long-term financial planning.
Investment Strategy
Atlas Private Wealth Management focuses on providing comprehensive financial planning and investment advisory services tailored to clients' individual goals, risk tolerances, and financial situations. The firm invests across traditional asset classes, emphasizing diversified portfolios comprised of equities, fixed income, and alternative investments. Their approach centers on long-term growth, capital preservation, and transparency, serving both high net worth and retail individual clients.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USB-PH | U.S. BANCORP PFD B | 7.88% | $21.6M | 1,062,442 | $18.91 | $20.08 | -$1.3M |
A AAPL | APPLE INCORPORATED | 6.28% | $17.2M | 82,787 | $130.18 | $205.17 | -$1.3M |
R RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 5.82% | $15.9M | 86,736 | $176.51 | $181.74 | -$7.6M |
M MSFT | MICROSOFT CORPORATION | 5.25% | $14.4M | 29,219 | $242.45 | $497.41 | +$3.4M |
P PG | PROCTER AND GAMBLE COMPANY | 4.83% | $13.2M | 82,000 | $151.74 | $159.32 | -$804.7K |