Atlas Legacy Advisors

Atlas Legacy Advisors as of Dec. 31, 2024

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