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Atlas Legacy Advisors

Latest statistics and disclosures from Atlas Legacy Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002054111

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Positions held by Atlas Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atlas Legacy Advisors

Atlas Legacy Advisors holds 173 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr U.s. Tech Etf (IYW)	9.3	$38M	240k	159.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.4	$30M	52k	588.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	6.0	$25M	278k	88.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$14M	27k	538.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$14M	124k	115.22	View chart
Vanguard World Inf Tech Etf (VGT)	3.3	$14M	22k	621.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$12M	41k	289.81	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	2.7	$11M	449k	24.70	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.7	$11M	297k	37.17	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	2.5	$10M	502k	20.48	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.4	$10M	287k	35.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$9.8M	56k	175.23	View chart
Apple (AAPL)	2.3	$9.6M	38k	250.42	View chart
Vanguard World Health Car Etf (VHT)	2.3	$9.6M	38k	253.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$9.4M	125k	75.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.3	$9.4M	74k	127.59	View chart
Microsoft Corporation (MSFT)	1.8	$7.5M	18k	421.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.8	$7.3M	59k	123.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.6	$6.4M	50k	128.82	View chart
First Tr Value Line Divid In SHS (FVD)	1.5	$6.1M	139k	43.64	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.2	$5.1M	49k	104.89	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$4.7M	20k	232.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.1	$4.6M	111k	41.82	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$4.2M	22k	190.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$4.2M	7.2k	586.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.2M	47k	89.08	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.9M	16k	239.71	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.9	$3.8M	36k	105.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$3.7M	66k	55.45	View chart
NVIDIA Corporation (NVDA)	0.8	$3.4M	25k	134.29	View chart
Amazon (AMZN)	0.8	$3.3M	15k	219.39	View chart
Allstate Corporation (ALL)	0.8	$3.1M	16k	192.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$3.1M	53k	58.93	View chart
Tesla Motors (TSLA)	0.7	$2.9M	7.2k	403.84	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$2.5M	26k	99.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.3M	5.5k	410.44	View chart
Guess? (GES)	0.5	$2.2M	156k	14.06	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$2.2M	38k	57.28	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.5	$2.1M	43k	48.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$2.0M	3.00	680920.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.8M	7.6k	240.28	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.4	$1.8M	73k	24.67	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.7M	23k	75.63	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$1.6M	29k	54.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M	3.2k	453.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M	33k	44.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.4M	23k	62.31	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	2.2k	585.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.3M	27k	47.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.3M	7.6k	169.30	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.3M	11k	112.26	View chart
Home Depot (HD)	0.3	$1.3M	3.2k	388.99	View chart
W.W. Grainger (GWW)	0.3	$1.2M	1.2k	1054.05	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	1.3k	916.27	View chart
Morgan Stanley Com New (MS)	0.3	$1.2M	9.4k	125.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.1M	4.3k	264.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M	13k	88.79	View chart
UnitedHealth (UNH)	0.3	$1.1M	2.2k	505.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	5.7k	189.30	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$1.0M	18k	56.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$991k	6.0k	164.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.2	$951k	41k	23.41	View chart
Brown & Brown (BRO)	0.2	$939k	9.2k	102.02	View chart
AmerisourceBergen (COR)	0.2	$930k	4.1k	224.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$906k	1.8k	511.23	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$897k	7.6k	117.50	View chart
AFLAC Incorporated (AFL)	0.2	$894k	8.6k	103.44	View chart
Chubb (CB)	0.2	$873k	3.2k	276.30	View chart
Inmode SHS (INMD)	0.2	$848k	51k	16.70	View chart
Linde SHS (LIN)	0.2	$848k	2.0k	418.67	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$844k	15k	57.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$823k	4.2k	195.83	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$803k	8.3k	96.81	View chart
Stryker Corporation (SYK)	0.2	$777k	2.2k	360.05	View chart
Wal-Mart Stores (WMT)	0.2	$775k	8.6k	90.35	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$765k	8.2k	93.06	View chart
Mastercard Incorporated Cl A (MA)	0.2	$749k	1.4k	526.57	View chart
Analog Devices (ADI)	0.2	$744k	3.5k	212.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$728k	2.1k	351.79	View chart
Broadridge Financial Solutions (BR)	0.2	$708k	3.1k	226.09	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$704k	10k	67.50	View chart
Automatic Data Processing (ADP)	0.2	$701k	2.4k	292.73	View chart
McDonald's Corporation (MCD)	0.2	$694k	2.4k	289.89	View chart
Oracle Corporation (ORCL)	0.2	$681k	4.1k	166.64	View chart
Paychex (PAYX)	0.2	$671k	4.8k	140.22	View chart
Broadcom (AVGO)	0.2	$655k	2.8k	231.84	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$634k	11k	60.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$629k	13k	50.37	View chart
Blackrock (BLK)	0.2	$624k	609.00	1025.11	View chart
Lowe's Companies (LOW)	0.1	$610k	2.5k	246.80	View chart
Eli Lilly & Co. (LLY)	0.1	$590k	764.00	772.00	View chart
Motorcar Parts of America (MPAA)	0.1	$580k	76k	7.60	View chart
Procter & Gamble Company (PG)	0.1	$579k	3.5k	167.65	View chart
Chevron Corporation (CVX)	0.1	$571k	3.9k	144.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$554k	4.2k	131.29	View chart
General Dynamics Corporation (GD)	0.1	$550k	2.1k	263.49	View chart
Emerson Electric (EMR)	0.1	$549k	4.4k	123.93	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$534k	10k	52.22	View chart
S&p Global (SPGI)	0.1	$532k	1.1k	498.03	View chart
Phillips 66 (PSX)	0.1	$531k	4.7k	113.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$526k	3.1k	172.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$526k	11k	48.42	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$509k	11k	47.89	View chart
Intercontinental Exchange (ICE)	0.1	$487k	3.3k	149.01	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$484k	4.5k	106.55	View chart
Illinois Tool Works (ITW)	0.1	$483k	1.9k	253.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$482k	2.6k	187.51	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$473k	4.7k	101.06	View chart
Xylem (XYL)	0.1	$473k	4.1k	116.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$472k	9.4k	50.13	View chart
Advanced Micro Devices (AMD)	0.1	$468k	3.9k	120.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$468k	1.7k	280.06	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$456k	21k	21.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$447k	4.6k	96.90	View chart
FactSet Research Systems (FDS)	0.1	$441k	918.00	480.28	View chart
Abbott Laboratories (ABT)	0.1	$439k	3.9k	113.11	View chart
Amgen (AMGN)	0.1	$435k	1.7k	260.64	View chart
TJX Companies (TJX)	0.1	$433k	3.6k	120.81	View chart
Netflix (NFLX)	0.1	$430k	482.00	891.32	View chart
Exxon Mobil Corporation (XOM)	0.1	$428k	4.0k	107.57	View chart
Rbc Cad (RY)	0.1	$423k	3.5k	120.51	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$411k	4.8k	85.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$404k	7.8k	51.73	View chart
Union Pacific Corporation (UNP)	0.1	$403k	1.8k	228.04	View chart
Honeywell International (HON)	0.1	$403k	1.8k	225.89	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$386k	8.1k	47.39	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$381k	17k	22.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$378k	3.3k	115.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$361k	7.5k	48.25	View chart
Goldman Sachs (GS)	0.1	$356k	622.00	572.62	View chart
Church & Dwight (CHD)	0.1	$352k	3.4k	104.71	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$340k	3.6k	93.27	View chart
Cisco Systems (CSCO)	0.1	$325k	5.5k	59.20	View chart
BP Sponsored Adr (BP)	0.1	$322k	11k	29.56	View chart
Visa Com Cl A (V)	0.1	$321k	1.0k	316.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$316k	743.00	425.50	View chart
New Jersey Resources Corporation (NJR)	0.1	$314k	6.7k	46.65	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$312k	4.5k	70.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$311k	3.0k	105.48	View chart
Colgate-Palmolive Company (CL)	0.1	$311k	3.4k	90.91	View chart
Sherwin-Williams Company (SHW)	0.1	$307k	904.00	339.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$303k	5.0k	60.82	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$294k	2.8k	105.61	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$289k	5.8k	49.84	View chart
Abbvie (ABBV)	0.1	$287k	1.6k	177.70	View chart
Realty Income (O)	0.1	$280k	5.2k	53.41	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$279k	12k	23.61	View chart
Cintas Corporation (CTAS)	0.1	$275k	1.5k	182.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$268k	5.2k	51.51	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$267k	5.9k	45.23	View chart
Vanguard World Energy Etf (VDE)	0.1	$264k	2.2k	121.31	View chart
United Parcel Service CL B (UPS)	0.1	$264k	2.1k	126.10	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$261k	781.00	334.25	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$256k	4.3k	59.73	View chart
Qualcomm (QCOM)	0.1	$254k	1.7k	153.62	View chart
Johnson & Johnson (JNJ)	0.1	$251k	1.7k	144.62	View chart
Merck & Co (MRK)	0.1	$249k	2.5k	99.48	View chart
Wells Fargo & Company (WFC)	0.1	$245k	3.5k	70.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$245k	1.2k	197.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$244k	548.00	444.68	View chart
PPG Industries (PPG)	0.1	$242k	2.0k	119.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$239k	2.7k	89.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$235k	1.1k	220.96	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$235k	3.1k	76.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$226k	563.00	401.58	View chart
Bank of America Corporation (BAC)	0.1	$220k	5.0k	43.95	View chart
Comcast Corp Cl A (CMCSA)	0.1	$218k	5.8k	37.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$212k	618.00	342.16	View chart
Verizon Communications (VZ)	0.0	$206k	5.1k	39.99	View chart
L3harris Technologies (LHX)	0.0	$205k	974.00	210.28	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$59k	17k	3.54	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$53k	10k	5.19	View chart
Lixte Biotechnology Holdings (LIXT)	0.0	$26k	13k	2.03	View chart

Past Filings by Atlas Legacy Advisors

SEC 13F filings are viewable for Atlas Legacy Advisors going back to 2024

Atlas Legacy Advisors 2024 Q4 filed Jan. 31, 2025

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