Atlas Legacy Advisors
Latest statistics and disclosures from Atlas Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IYW, VOO, IVV, QQQM, RWL, and represent 28.63% of Atlas Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, NVDA, MSFT, GOOG, AMZN, JPM, MS, META, CGIE, VOO.
- Started 35 new stock positions in CGIE, WIT, VOT, Gopro Inc cl a, TALK, IBM, UBER, MU, Wheels Up Experience, AMAT.
- Reduced shares in these 10 stocks: IYW, IVV, PLTR, IWR, VYM, RSP, FVD, XMMO, ESGU, EFA.
- Sold out of its positions in PZA, AGG, IWM, IGIB, BSV.
- Atlas Legacy Advisors was a net buyer of stock by $29M.
- Atlas Legacy Advisors has $519M in assets under management (AUM), dropping by 14.25%.
- Central Index Key (CIK): 0002054111
Tip: Access up to 7 years of quarterly data
Positions held by Atlas Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Atlas Legacy Advisors
Atlas Legacy Advisors holds 204 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 8.1 | $42M | -4% | 213k | 195.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.2 | $37M | +2% | 61k | 612.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $31M | -3% | 47k | 669.28 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.9 | $20M | 83k | 247.12 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 3.4 | $18M | +3% | 161k | 110.66 |
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| Apple (AAPL) | 2.8 | $15M | +37% | 57k | 254.63 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $12M | -5% | 129k | 96.55 |
|
| Microsoft Corporation (MSFT) | 2.4 | $12M | +34% | 24k | 517.95 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.3 | $12M | 16k | 746.57 |
|
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| Ishares Tr Calif Mun Bd Etf (CMF) | 2.2 | $11M | 201k | 57.04 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $9.7M | -2% | 111k | 87.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $9.6M | -6% | 51k | 189.70 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.8 | $9.6M | -7% | 68k | 140.95 |
|
| Vanguard World Health Car Etf (VHT) | 1.8 | $9.2M | -3% | 35k | 259.60 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $9.1M | +52% | 49k | 186.58 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.7 | $8.8M | -3% | 165k | 53.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $7.7M | +51% | 31k | 243.55 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.4 | $7.4M | -7% | 55k | 135.23 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 1.3 | $6.8M | +11% | 144k | 47.51 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $6.5M | -8% | 45k | 145.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $6.4M | 98k | 65.26 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $6.2M | -6% | 52k | 118.82 |
|
| Amazon (AMZN) | 1.2 | $6.2M | +56% | 28k | 219.57 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $6.0M | +26% | 19k | 315.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $5.9M | +2% | 8.9k | 666.18 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $5.9M | +9% | 116k | 50.73 |
|
| First Tr Exchange-traded SHS (FVD) | 1.1 | $5.8M | -9% | 125k | 46.24 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $5.3M | -7% | 45k | 118.44 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.0 | $5.1M | -5% | 201k | 25.42 |
|
| Allstate Corporation (ALL) | 0.9 | $4.5M | +28% | 21k | 214.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.8 | $4.3M | 53k | 82.58 |
|
|
| Tesla Motors (TSLA) | 0.8 | $4.2M | +19% | 9.5k | 444.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $4.2M | +4% | 13k | 328.10 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.8 | $4.1M | +10% | 153k | 26.95 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.8 | $4.1M | -7% | 61k | 67.51 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.7 | $3.6M | -8% | 33k | 110.38 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $3.5M | -9% | 47k | 73.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $3.4M | -13% | 37k | 93.35 |
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| Meta Platforms Cl A (META) | 0.6 | $3.2M | +61% | 4.3k | 734.38 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $3.2M | -3% | 11k | 281.86 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.1M | 12k | 254.28 |
|
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.6 | $3.0M | +5% | 47k | 63.43 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $2.8M | +52% | 65k | 43.90 |
|
| Morgan Stanley Com New (MS) | 0.5 | $2.7M | +83% | 17k | 158.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.7M | +50% | 11k | 243.10 |
|
| Guess? (GES) | 0.5 | $2.6M | 157k | 16.71 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.4M | -11% | 26k | 91.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.4M | -13% | 4.9k | 479.61 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.3M | -25% | 13k | 182.42 |
|
| Broadcom (AVGO) | 0.4 | $2.3M | +76% | 7.1k | 329.91 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $2.3M | -15% | 23k | 100.23 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.3M | 3.00 | 754200.00 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.1M | 38k | 54.18 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.9M | +15% | 3.7k | 502.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.9M | -2% | 31k | 59.92 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $1.8M | 42k | 42.02 |
|
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $1.7M | -12% | 59k | 29.62 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.7M | -5% | 9.2k | 186.49 |
|
| Ishares Tr Broad Usd High (USHY) | 0.3 | $1.7M | +8% | 45k | 37.78 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.3 | $1.6M | 27k | 60.26 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.6M | 13k | 122.45 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | +7% | 1.7k | 925.63 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.5M | +61% | 24k | 65.01 |
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| Motorcar Parts of America (MPAA) | 0.3 | $1.5M | +20% | 92k | 16.54 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $1.5M | -19% | 30k | 49.45 |
|
| Home Depot (HD) | 0.3 | $1.5M | +20% | 3.7k | 405.19 |
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| AmerisourceBergen (COR) | 0.3 | $1.5M | +11% | 4.7k | 312.53 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | +26% | 5.0k | 281.24 |
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| W.W. Grainger (GWW) | 0.2 | $1.3M | +15% | 1.3k | 952.96 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.2M | 13k | 95.14 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | -22% | 3.9k | 293.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 1.9k | 600.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +94% | 1.5k | 763.00 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | +24% | 11k | 103.06 |
|
| Capital Group International SHS (CGIE) | 0.2 | $1.1M | NEW | 33k | 33.72 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | +26% | 1.9k | 568.81 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.1M | +14% | 9.6k | 111.70 |
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| Inmode SHS (INMD) | 0.2 | $1.1M | 72k | 14.90 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.1M | -18% | 7.5k | 142.10 |
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| Goldman Sachs (GS) | 0.2 | $1.0M | +19% | 1.3k | 796.35 |
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| Linde SHS (LIN) | 0.2 | $1.0M | 2.2k | 475.00 |
|
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.0M | 12k | 86.30 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.2 | $982k | 8.3k | 118.37 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $976k | +11% | 15k | 65.92 |
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| Netflix (NFLX) | 0.2 | $975k | +41% | 813.00 | 1198.92 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $962k | -8% | 5.4k | 176.81 |
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| TJX Companies (TJX) | 0.2 | $943k | +74% | 6.5k | 144.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $938k | 4.3k | 215.79 |
|
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| Advanced Micro Devices (AMD) | 0.2 | $927k | +24% | 5.7k | 161.79 |
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| Chevron Corporation (CVX) | 0.2 | $921k | +29% | 5.9k | 155.29 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.2 | $884k | 12k | 74.35 |
|
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $856k | -5% | 13k | 63.83 |
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| McDonald's Corporation (MCD) | 0.2 | $848k | +9% | 2.8k | 303.89 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $834k | +53% | 7.4k | 112.75 |
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| Analog Devices (ADI) | 0.2 | $823k | +3% | 3.4k | 245.70 |
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| Stryker Corporation (SYK) | 0.2 | $814k | +7% | 2.2k | 369.67 |
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| Chubb (CB) | 0.2 | $797k | -13% | 2.8k | 282.25 |
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| General Dynamics Corporation (GD) | 0.2 | $781k | +8% | 2.3k | 341.00 |
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| Johnson & Johnson (JNJ) | 0.1 | $760k | +49% | 4.1k | 185.42 |
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| Blackrock (BLK) | 0.1 | $759k | +7% | 651.00 | 1165.87 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $740k | 7.6k | 97.08 |
|
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| Broadridge Financial Solutions (BR) | 0.1 | $733k | 3.1k | 238.17 |
|
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $732k | 11k | 69.08 |
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| UnitedHealth (UNH) | 0.1 | $723k | +82% | 2.1k | 345.30 |
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| Phillips 66 (PSX) | 0.1 | $707k | +11% | 5.2k | 136.02 |
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| Visa Com Cl A (V) | 0.1 | $694k | +57% | 2.0k | 341.38 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $677k | 7.6k | 89.34 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $675k | 25k | 26.62 |
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| Automatic Data Processing (ADP) | 0.1 | $674k | -5% | 2.3k | 293.50 |
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| Brown & Brown (BRO) | 0.1 | $655k | -22% | 7.0k | 93.79 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $638k | +15% | 3.8k | 167.33 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $630k | 2.1k | 297.62 |
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| Xylem (XYL) | 0.1 | $624k | +5% | 4.2k | 147.50 |
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| Intercontinental Exchange (ICE) | 0.1 | $604k | +12% | 3.6k | 168.48 |
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| Qualcomm (QCOM) | 0.1 | $599k | +93% | 3.6k | 166.36 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $594k | +40% | 25k | 23.92 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $593k | -13% | 9.7k | 61.17 |
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| Procter & Gamble Company (PG) | 0.1 | $585k | +15% | 3.8k | 153.65 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $571k | +47% | 25k | 22.72 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $564k | -11% | 13k | 44.00 |
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| Cisco Systems (CSCO) | 0.1 | $562k | +30% | 8.2k | 68.42 |
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| Lowe's Companies (LOW) | 0.1 | $552k | -4% | 2.2k | 251.31 |
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| Abbvie (ABBV) | 0.1 | $546k | +83% | 2.4k | 231.54 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $544k | NEW | 3.0k | 178.73 |
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| S&p Global (SPGI) | 0.1 | $538k | +14% | 1.1k | 486.71 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $518k | 2.8k | 183.73 |
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| Emerson Electric (EMR) | 0.1 | $514k | +2% | 3.9k | 131.18 |
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| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $510k | 4.7k | 108.98 |
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| Rbc Cad (RY) | 0.1 | $508k | +2% | 3.4k | 147.32 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $478k | 21k | 22.53 |
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| Bank of America Corporation (BAC) | 0.1 | $459k | +52% | 8.9k | 51.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $454k | 4.3k | 106.49 |
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| Pepsi (PEP) | 0.1 | $449k | +60% | 3.2k | 140.44 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $447k | -2% | 8.9k | 50.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $439k | +36% | 896.00 | 490.38 |
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| Amgen (AMGN) | 0.1 | $436k | +20% | 1.5k | 282.20 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $427k | 8.9k | 48.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $421k | +52% | 1.5k | 279.29 |
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| Ge Aerospace Com New (GE) | 0.1 | $408k | +57% | 1.4k | 300.82 |
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| Caterpillar (CAT) | 0.1 | $401k | +43% | 841.00 | 477.15 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $392k | 7.5k | 52.28 |
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| Wells Fargo & Company (WFC) | 0.1 | $388k | +38% | 4.6k | 83.82 |
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| Abbott Laboratories (ABT) | 0.1 | $378k | +45% | 2.8k | 133.94 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $376k | -2% | 7.2k | 52.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $371k | +53% | 2.2k | 170.85 |
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| Honeywell International (HON) | 0.1 | $369k | -6% | 1.8k | 210.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $364k | -5% | 1.5k | 246.60 |
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| Sherwin-Williams Company (SHW) | 0.1 | $364k | +16% | 1.1k | 346.26 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $363k | 3.8k | 95.19 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $361k | 5.7k | 63.56 |
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| Verizon Communications (VZ) | 0.1 | $359k | +28% | 8.2k | 43.95 |
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| BP Sponsored Adr (BP) | 0.1 | $358k | 10k | 34.46 |
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| Illinois Tool Works (ITW) | 0.1 | $347k | -16% | 1.3k | 260.76 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $345k | 743.00 | 463.74 |
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| Union Pacific Corporation (UNP) | 0.1 | $337k | +34% | 1.4k | 236.37 |
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| Paychex (PAYX) | 0.1 | $337k | -39% | 2.7k | 126.76 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $334k | 5.9k | 56.58 |
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| Uber Technologies (UBER) | 0.1 | $331k | NEW | 3.4k | 97.97 |
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| Walt Disney Company (DIS) | 0.1 | $330k | +52% | 2.9k | 114.50 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $320k | 8.8k | 36.35 |
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| Cintas Corporation (CTAS) | 0.1 | $320k | +4% | 1.6k | 205.26 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $316k | 4.3k | 73.48 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $315k | 2.9k | 106.78 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $308k | 2.2k | 138.24 |
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| Philip Morris International (PM) | 0.1 | $305k | +31% | 1.9k | 162.20 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $305k | NEW | 629.00 | 485.02 |
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| International Business Machines (IBM) | 0.1 | $305k | NEW | 1.1k | 282.16 |
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| Merck & Co (MRK) | 0.1 | $302k | +34% | 3.6k | 83.93 |
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| Coca-Cola Company (KO) | 0.1 | $292k | NEW | 4.4k | 66.32 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $289k | NEW | 4.4k | 65.00 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $287k | 5.7k | 50.57 |
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| Palo Alto Networks (PANW) | 0.1 | $264k | NEW | 1.3k | 203.62 |
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| Boeing Company (BA) | 0.1 | $264k | NEW | 1.2k | 215.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $264k | 563.00 | 468.41 |
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| Nextera Energy (NEE) | 0.1 | $264k | NEW | 3.5k | 75.49 |
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| Realty Income (O) | 0.1 | $263k | NEW | 4.3k | 60.79 |
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| CMS Energy Corporation (CMS) | 0.1 | $260k | NEW | 3.5k | 73.26 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $255k | NEW | 511.00 | 499.21 |
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| At&t (T) | 0.0 | $252k | NEW | 8.9k | 28.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $250k | NEW | 669.00 | 374.25 |
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| Pfizer (PFE) | 0.0 | $247k | NEW | 9.7k | 25.48 |
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| Starbucks Corporation (SBUX) | 0.0 | $246k | NEW | 2.9k | 84.60 |
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| FactSet Research Systems (FDS) | 0.0 | $245k | +23% | 855.00 | 286.49 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $245k | 2.8k | 88.14 |
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| Church & Dwight (CHD) | 0.0 | $242k | +30% | 2.8k | 87.63 |
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| Ge Vernova (GEV) | 0.0 | $236k | NEW | 384.00 | 614.90 |
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| Applied Materials (AMAT) | 0.0 | $230k | NEW | 1.1k | 204.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $228k | NEW | 3.6k | 62.47 |
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| Micron Technology (MU) | 0.0 | $226k | NEW | 1.4k | 167.32 |
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| Lyft Call Call Option | 0.0 | $220k | NEW | 10k | 22.01 |
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| Ecolab (ECL) | 0.0 | $216k | NEW | 788.00 | 273.86 |
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| Servicenow (NOW) | 0.0 | $214k | NEW | 233.00 | 920.28 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $200k | NEW | 681.00 | 293.79 |
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| Ford Motor Company (F) | 0.0 | $170k | NEW | 14k | 11.96 |
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| Immunovant Call Call Option | 0.0 | $161k | NEW | 10k | 16.12 |
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| Ford Mtr Call Call Option | 0.0 | $131k | NEW | 10k | 13.13 |
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| Amcor Ord (AMCR) | 0.0 | $120k | NEW | 15k | 8.18 |
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| Compass Call Call Option | 0.0 | $80k | NEW | 10k | 8.03 |
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| Lixte Biotechnology Holdings (LIXT) | 0.0 | $69k | 14k | 5.03 |
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| Talkspace (TALK) | 0.0 | $56k | NEW | 20k | 2.76 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $37k | NEW | 14k | 2.63 |
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| Plug Power Call Call Option | 0.0 | $35k | NEW | 15k | 2.33 |
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| Gopro Call Call Option | 0.0 | $21k | NEW | 10k | 2.12 |
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| Wheels Up Experience Call Call Option | 0.0 | $18k | NEW | 10k | 1.84 |
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Past Filings by Atlas Legacy Advisors
SEC 13F filings are viewable for Atlas Legacy Advisors going back to 2024
- Atlas Legacy Advisors 2025 Q3 filed Oct. 30, 2025
- Atlas Legacy Advisors 2025 Q2 filed Aug. 6, 2025
- Atlas Legacy Advisors 2025 Q1 filed May 7, 2025
- Atlas Legacy Advisors 2024 Q4 filed Jan. 31, 2025