Atlas Legacy Advisors

Atlas Legacy Advisors as of March 31, 2025

Portfolio Holdings for Atlas Legacy Advisors

Atlas Legacy Advisors holds 176 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U.s. Tech Etf (IYW) 8.5 $33M 223k 149.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $29M 57k 513.94
Ishares Tr Core S&p500 Etf (IVV) 7.2 $28M 50k 561.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.2 $17M 82k 202.90
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 3.9 $16M 154k 100.35
Ishares Tr Rus Mid Cap Etf (IWR) 3.3 $13M 154k 85.08
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 2.7 $11M 445k 23.94
Vanguard World Health Car Etf (VHT) 2.5 $9.9M 37k 264.73
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $9.2M 71k 128.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $7.9M 45k 173.23
Ishares Tr Core Msci Eafe (IEFA) 2.0 $7.7M 102k 75.65
Apple (AAPL) 2.0 $7.7M 35k 222.13
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.8 $6.9M 59k 118.15
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $6.7M 64k 104.58
Microsoft Corporation (MSFT) 1.6 $6.3M 17k 375.39
First Tr Value Line Divid In SHS (FVD) 1.5 $6.1M 137k 44.59
Ishares Tr Esg Awr Msci Usa (ESGU) 1.5 $6.0M 48k 125.57
Invesco Actively Managed Exc Total Return (GTO) 1.5 $5.8M 123k 46.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $5.2M 103k 50.63
Vanguard World Esg Us Stk Etf (ESGV) 1.2 $4.9M 48k 101.40
Vanguard World Inf Tech Etf (VGT) 1.2 $4.9M 8.5k 569.40
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $4.7M 107k 43.70
Ishares Tr Msci Acwi Ex Us (ACWX) 1.1 $4.3M 76k 56.91
JPMorgan Chase & Co. (JPM) 1.0 $4.0M 16k 245.30
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.8M 66k 58.35
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.9 $3.6M 36k 101.64
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.9 $3.5M 130k 26.93
Ishares Msci Emrg Chn (EMXC) 0.9 $3.5M 61k 56.50
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.4M 22k 156.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.4M 6.1k 559.39
Allstate Corporation (ALL) 0.9 $3.4M 16k 207.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $3.3M 53k 62.10
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.8 $3.1M 142k 22.05
Amazon (AMZN) 0.8 $3.0M 16k 190.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.8M 31k 90.54
Select Sector Spdr Tr Technology (XLK) 0.7 $2.7M 13k 206.48
NVIDIA Corporation (NVDA) 0.7 $2.7M 25k 108.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.5M 9.1k 274.98
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.6 $2.4M 42k 57.47
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $2.4M 24k 100.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $2.4M 3.00 798441.67
Ishares Tr Msci Eafe Etf (EFA) 0.6 $2.2M 27k 81.77
Ishares Tr Core High Dv Etf (HDV) 0.5 $2.1M 18k 118.96
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $2.1M 37k 56.34
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $2.0M 55k 36.12
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.5 $2.0M 54k 36.45
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.5 $1.9M 73k 25.85
Guess? (GES) 0.5 $1.8M 157k 11.69
Tesla Motors (TSLA) 0.5 $1.8M 7.0k 259.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.7M 3.2k 532.58
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $1.7M 34k 49.34
Ishares Tr Broad Usd High (USHY) 0.4 $1.4M 39k 37.05
Palantir Technologies Cl A (PLTR) 0.3 $1.4M 16k 84.40
Meta Platforms Cl A (META) 0.3 $1.4M 2.4k 576.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 30k 45.26
Inmode SHS (INMD) 0.3 $1.3M 72k 18.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M 25k 52.40
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 5.7k 221.75
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.3M 3.4k 370.82
Vanguard Index Fds Value Etf (VTV) 0.3 $1.3M 7.2k 174.03
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.2M 13k 92.85
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.2k 945.78
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $1.1M 20k 54.20
Morgan Stanley Com New (MS) 0.3 $1.1M 9.4k 116.67
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 4.2k 258.62
UnitedHealth (UNH) 0.3 $997k 1.9k 523.75
Home Depot (HD) 0.2 $983k 2.7k 366.49
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.2 $952k 39k 24.35
Alphabet Cap Stk Cl A (GOOGL) 0.2 $942k 6.1k 154.64
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $914k 7.6k 119.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $911k 6.0k 150.98
W.W. Grainger (GWW) 0.2 $900k 911.00 987.83
Brown & Brown (BRO) 0.2 $893k 7.2k 124.40
AmerisourceBergen (COR) 0.2 $891k 3.2k 278.09
Linde SHS (LIN) 0.2 $783k 1.7k 465.64
Mastercard Incorporated Cl A (MA) 0.2 $781k 1.4k 548.12
McDonald's Corporation (MCD) 0.2 $779k 2.5k 312.37
Motorcar Parts of America (MPAA) 0.2 $772k 76k 10.12
Wal-Mart Stores (WMT) 0.2 $756k 8.6k 87.79
Ishares Msci Emerg Mrkt (EEMV) 0.2 $754k 13k 58.81
Ark Etf Tr Innovation Etf (ARKK) 0.2 $748k 14k 54.14
Chevron Corporation (CVX) 0.2 $728k 4.3k 167.29
Chubb (CB) 0.2 $724k 2.4k 301.99
AFLAC Incorporated (AFL) 0.2 $694k 6.2k 111.19
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $669k 7.1k 94.68
Procter & Gamble Company (PG) 0.2 $656k 3.8k 170.42
Stryker Corporation (SYK) 0.2 $638k 1.7k 372.25
Eli Lilly & Co. (LLY) 0.2 $637k 771.00 825.91
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $632k 9.8k 64.67
Ishares Tr U S Equity Factr (LRGF) 0.2 $626k 11k 59.59
Automatic Data Processing (ADP) 0.2 $596k 2.0k 305.53
Broadridge Financial Solutions (BR) 0.2 $593k 2.4k 242.46
Paychex (PAYX) 0.2 $591k 3.8k 154.28
Blackrock (BLK) 0.1 $574k 606.00 946.48
Lowe's Companies (LOW) 0.1 $574k 2.5k 233.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $573k 1.2k 468.92
Ishares Tr Select Divid Etf (DVY) 0.1 $567k 4.2k 134.29
Intercontinental Exchange (ICE) 0.1 $564k 3.3k 172.50
Goldman Sachs (GS) 0.1 $562k 1.0k 546.29
Amgen (AMGN) 0.1 $552k 1.8k 311.55
Analog Devices (ADI) 0.1 $551k 2.7k 201.67
Oracle Corporation (ORCL) 0.1 $550k 3.9k 139.81
S&p Global (SPGI) 0.1 $545k 1.1k 508.10
Accenture Plc Ireland Shs Class A (ACN) 0.1 $538k 1.7k 312.04
Exxon Mobil Corporation (XOM) 0.1 $508k 4.3k 118.93
Xylem (XYL) 0.1 $495k 4.1k 121.26
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $474k 21k 22.23
Texas Instruments Incorporated (TXN) 0.1 $470k 2.6k 179.70
Broadcom (AVGO) 0.1 $469k 2.8k 167.43
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $456k 4.6k 98.92
Select Sector Spdr Tr Energy (XLE) 0.1 $448k 4.8k 93.45
Abbott Laboratories (ABT) 0.1 $441k 3.3k 132.65
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $438k 2.3k 193.99
TJX Companies (TJX) 0.1 $436k 3.6k 121.80
Illinois Tool Works (ITW) 0.1 $435k 1.8k 248.01
Raytheon Technologies Corp (RTX) 0.1 $433k 3.3k 132.46
Emerson Electric (EMR) 0.1 $428k 3.9k 109.64
Union Pacific Corporation (UNP) 0.1 $420k 1.8k 236.24
FactSet Research Systems (FDS) 0.1 $418k 920.00 454.64
General Dynamics Corporation (GD) 0.1 $404k 1.5k 272.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $395k 1.6k 251.77
Rbc Cad (RY) 0.1 $392k 3.5k 112.72
Ishares Tr National Mun Etf (MUB) 0.1 $392k 3.7k 105.35
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $382k 17k 22.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $378k 7.6k 49.59
Johnson & Johnson (JNJ) 0.1 $377k 2.3k 165.84
BP Sponsored Adr (BP) 0.1 $376k 11k 33.79
Honeywell International (HON) 0.1 $375k 1.8k 211.75
Ishares Tr Msci Usa Value (VLUE) 0.1 $371k 3.4k 108.42
Church & Dwight (CHD) 0.1 $363k 3.4k 107.68
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $362k 7.4k 48.78
Visa Com Cl A (V) 0.1 $355k 1.0k 350.46
Mondelez Intl Cl A (MDLZ) 0.1 $352k 5.2k 67.85
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $351k 5.7k 61.05
Blackstone Group Inc Com Cl A (BX) 0.1 $343k 2.5k 139.78
Netflix (NFLX) 0.1 $339k 363.00 932.53
Cisco Systems (CSCO) 0.1 $335k 5.4k 61.71
Phillips 66 (PSX) 0.1 $334k 2.7k 123.48
Select Sector Spdr Tr Communication (XLC) 0.1 $334k 3.5k 96.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $330k 4.4k 74.72
Advanced Micro Devices (AMD) 0.1 $329k 3.2k 102.74
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $317k 6.1k 51.57
Sherwin-Williams Company (SHW) 0.1 $315k 903.00 349.19
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $312k 743.00 419.88
Cintas Corporation (CTAS) 0.1 $311k 1.5k 205.53
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $304k 5.8k 52.58
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $303k 6.4k 47.58
Colgate-Palmolive Company (CL) 0.1 $274k 2.9k 93.70
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $267k 5.1k 52.52
Vanguard World Energy Etf (VDE) 0.1 $263k 2.0k 129.46
Qualcomm (QCOM) 0.1 $263k 1.7k 153.61
Wells Fargo & Company (WFC) 0.1 $250k 3.5k 71.79
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $243k 2.7k 91.01
Realty Income (O) 0.1 $240k 4.1k 58.01
Ishares Tr Russell 2000 Etf (IWM) 0.1 $236k 1.2k 199.49
Verizon Communications (VZ) 0.1 $227k 5.0k 45.36
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $227k 2.1k 105.60
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $224k 2.9k 77.87
United Parcel Service CL B (UPS) 0.1 $223k 2.0k 109.99
Philip Morris International (PM) 0.1 $221k 1.4k 158.73
Abbvie (ABBV) 0.1 $221k 1.1k 209.52
Crowdstrike Hldgs Cl A (CRWD) 0.1 $217k 616.00 352.58
Adobe Systems Incorporated (ADBE) 0.1 $217k 565.00 383.53
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.1 $216k 2.4k 90.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $215k 2.7k 78.28
Pepsi (PEP) 0.1 $214k 1.4k 149.94
Bank of America Corporation (BAC) 0.1 $214k 5.1k 41.73
PPG Industries (PPG) 0.1 $213k 1.9k 109.35
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $207k 4.1k 50.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $203k 563.00 361.09
L3harris Technologies (LHX) 0.1 $203k 970.00 209.31
New Jersey Resources Corporation (NJR) 0.1 $202k 4.1k 48.94
Starbucks Corporation (SBUX) 0.1 $201k 2.0k 98.09
Wipro Spon Adr 1 Sh (WIT) 0.0 $54k 17k 3.11
Quantumscape Corp Com Cl A (QS) 0.0 $47k 10k 4.70
Lixte Biotechnology Holdings (LIXT) 0.0 $17k 13k 1.35