Atlas Legacy Advisors

Atlas Legacy Advisors as of June 30, 2025

Portfolio Holdings for Atlas Legacy Advisors

Atlas Legacy Advisors holds 174 positions in its portfolio as reported in the June 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 $39M 222k 173.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $34M 59k 567.98
Ishares Tr Core S&p500 Etf (IVV) 6.6 $30M 48k 620.84
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.1 $19M 82k 227.10
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 3.6 $16M 155k 104.29
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $13M 136k 91.96
Ishares Tr Calif Mun Bd Etf (CMF) 2.5 $11M 204k 55.74
Vanguard World Inf Tech Etf (VGT) 2.4 $11M 16k 663.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $9.9M 54k 181.74
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $9.8M 73k 133.31
Ishares Tr Core Msci Eafe (IEFA) 2.1 $9.5M 114k 83.48
Vanguard World Health Car Etf (VHT) 2.0 $9.1M 37k 248.34
Microsoft Corporation (MSFT) 1.9 $8.7M 18k 497.41
Apple (AAPL) 1.9 $8.5M 41k 205.17
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $8.3M 172k 48.24
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.7 $7.6M 59k 128.63
Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $6.6M 49k 135.30
First Tr Exchange-traded SHS (FVD) 1.4 $6.2M 138k 44.70
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $6.1M 98k 62.02
Invesco Actively Managed Exc Total Return (GTO) 1.3 $6.0M 129k 46.89
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $6.0M 55k 109.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.2 $5.4M 106k 50.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $5.3M 8.6k 617.85
Vanguard World Esg Us Stk Etf (ESGV) 1.2 $5.3M 49k 109.64
NVIDIA Corporation (NVDA) 1.1 $5.0M 32k 157.99
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.1 $5.0M 213k 23.39
JPMorgan Chase & Co. (JPM) 1.0 $4.3M 15k 289.91
Ishares Msci Emrg Chn (EMXC) 0.9 $4.1M 66k 63.14
Ishares Tr Core Msci Total (IXUS) 0.9 $4.1M 54k 77.31
Amazon (AMZN) 0.9 $3.9M 18k 219.39
Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.8M 43k 89.39
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.8 $3.8M 36k 104.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.7M 12k 303.76
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.8 $3.7M 138k 26.58
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.7M 21k 177.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $3.6M 53k 69.09
Allstate Corporation (ALL) 0.7 $3.3M 16k 201.31
Select Sector Spdr Tr Technology (XLK) 0.6 $2.9M 12k 253.23
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.9M 12k 236.98
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $2.7M 27k 100.15
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.6 $2.7M 45k 59.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.7M 30k 89.06
Tesla Motors (TSLA) 0.6 $2.5M 7.9k 317.66
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.5M 5.7k 438.40
Palantir Technologies Cl A (PLTR) 0.5 $2.3M 17k 136.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.2M 3.00 728800.00
Meta Platforms Cl A (META) 0.4 $2.0M 2.7k 738.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.9M 38k 49.46
Guess? (GES) 0.4 $1.9M 156k 12.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.8M 32k 57.01
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.4 $1.8M 67k 27.13
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $1.8M 38k 47.56
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $1.7M 42k 40.61
Vanguard Index Fds Value Etf (VTV) 0.4 $1.7M 9.7k 176.74
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $1.6M 42k 39.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M 3.2k 485.77
Ishares Tr Broad Usd High (USHY) 0.3 $1.6M 41k 37.51
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.6k 989.94
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $1.5M 26k 57.78
Ishares Tr Core High Dv Etf (HDV) 0.3 $1.5M 13k 117.17
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 5.1k 279.83
Morgan Stanley Com New (MS) 0.3 $1.3M 9.4k 140.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 7.4k 176.23
AmerisourceBergen (COR) 0.3 $1.3M 4.2k 299.85
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.2M 13k 93.87
Ishares Tr Select Divid Etf (DVY) 0.3 $1.2M 9.2k 132.81
W.W. Grainger (GWW) 0.3 $1.2M 1.2k 1040.24
Home Depot (HD) 0.2 $1.1M 3.0k 366.64
Broadcom (AVGO) 0.2 $1.1M 4.0k 275.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M 1.9k 551.64
Inmode SHS (INMD) 0.2 $1.0M 72k 14.47
Brown & Brown (BRO) 0.2 $1.0M 9.0k 110.87
Linde SHS (LIN) 0.2 $998k 2.1k 469.18
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $943k 6.0k 157.76
Chubb (CB) 0.2 $943k 3.3k 289.72
Select Sector Spdr Tr Communication (XLC) 0.2 $900k 8.3k 108.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $894k 4.4k 204.67
Ishares Msci Emerg Mrkt (EEMV) 0.2 $891k 14k 62.80
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $889k 15k 60.94
AFLAC Incorporated (AFL) 0.2 $880k 8.3k 105.46
Oracle Corporation (ORCL) 0.2 $859k 3.9k 218.63
Motorcar Parts of America (MPAA) 0.2 $855k 76k 11.20
Wal-Mart Stores (WMT) 0.2 $851k 8.7k 97.78
Mastercard Incorporated Cl A (MA) 0.2 $851k 1.5k 561.94
Ark Etf Tr Innovation Etf (ARKK) 0.2 $820k 12k 70.29
Stryker Corporation (SYK) 0.2 $808k 2.0k 395.63
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $799k 12k 67.95
Ishares Core Msci Emkt (IEMG) 0.2 $795k 13k 60.03
Goldman Sachs (GS) 0.2 $776k 1.1k 707.75
Netflix (NFLX) 0.2 $767k 573.00 1339.13
Analog Devices (ADI) 0.2 $767k 3.2k 238.02
Automatic Data Processing (ADP) 0.2 $748k 2.4k 308.40
Broadridge Financial Solutions (BR) 0.2 $745k 3.1k 243.03
McDonald's Corporation (MCD) 0.2 $744k 2.5k 292.17
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $731k 7.7k 94.77
Ishares Tr U S Equity Factr (LRGF) 0.1 $674k 11k 64.13
Chevron Corporation (CVX) 0.1 $655k 4.6k 143.19
Advanced Micro Devices (AMD) 0.1 $653k 4.6k 141.90
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $652k 25k 26.12
Select Sector Spdr Tr Energy (XLE) 0.1 $644k 7.6k 84.81
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $642k 11k 57.42
Blackrock (BLK) 0.1 $636k 606.00 1049.25
Paychex (PAYX) 0.1 $634k 4.4k 145.46
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.1 $615k 15k 42.44
General Dynamics Corporation (GD) 0.1 $613k 2.1k 291.66
Eli Lilly & Co. (LLY) 0.1 $588k 754.00 779.53
Intercontinental Exchange (ICE) 0.1 $586k 3.2k 183.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $575k 2.1k 276.94
Texas Instruments Incorporated (TXN) 0.1 $575k 2.8k 207.62
Phillips 66 (PSX) 0.1 $555k 4.7k 119.30
Procter & Gamble Company (PG) 0.1 $524k 3.3k 159.32
Exxon Mobil Corporation (XOM) 0.1 $519k 4.8k 107.80
Xylem (XYL) 0.1 $517k 4.0k 129.36
Emerson Electric (EMR) 0.1 $512k 3.8k 133.33
S&p Global (SPGI) 0.1 $511k 969.00 527.29
Lowe's Companies (LOW) 0.1 $509k 2.3k 221.87
Raytheon Technologies Corp (RTX) 0.1 $481k 3.3k 146.02
Accenture Plc Ireland Shs Class A (ACN) 0.1 $470k 1.6k 298.89
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $466k 4.7k 99.20
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $464k 21k 21.81
TJX Companies (TJX) 0.1 $462k 3.7k 123.49
Visa Com Cl A (V) 0.1 $459k 1.3k 355.05
First Tr Exchange-traded A Com Shs (FYX) 0.1 $456k 4.7k 97.28
Ishares Tr National Mun Etf (MUB) 0.1 $451k 4.3k 104.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $447k 9.1k 49.03
Rbc Cad (RY) 0.1 $442k 3.4k 131.55
Cisco Systems (CSCO) 0.1 $435k 6.3k 69.38
Honeywell International (HON) 0.1 $435k 1.9k 232.88
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $429k 9.0k 47.83
Johnson & Johnson (JNJ) 0.1 $418k 2.7k 152.75
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $412k 18k 23.34
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $393k 7.7k 51.36
Illinois Tool Works (ITW) 0.1 $392k 1.6k 247.25
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $382k 17k 22.50
UnitedHealth (UNH) 0.1 $358k 1.1k 311.97
Amgen (AMGN) 0.1 $357k 1.3k 279.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $354k 3.8k 92.62
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $354k 7.4k 47.85
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $349k 5.7k 61.67
Crowdstrike Hldgs Cl A (CRWD) 0.1 $334k 656.00 509.31
Cintas Corporation (CTAS) 0.1 $334k 1.5k 222.87
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $327k 743.00 440.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $314k 3.0k 106.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $313k 4.3k 72.82
Sherwin-Williams Company (SHW) 0.1 $311k 905.00 343.36
FactSet Research Systems (FDS) 0.1 $309k 691.00 447.28
Ishares Emng Mkts Eqt (EMGF) 0.1 $307k 5.9k 52.07
BP Sponsored Adr (BP) 0.1 $307k 10k 29.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $305k 8.8k 34.57
Qualcomm (QCOM) 0.1 $297k 1.9k 159.26
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $286k 5.7k 50.17
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $285k 2.2k 128.60
Bank of America Corporation (BAC) 0.1 $276k 5.8k 47.32
Verizon Communications (VZ) 0.1 $275k 6.3k 43.27
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $271k 5.1k 53.29
Wells Fargo & Company (WFC) 0.1 $268k 3.3k 80.12
Abbott Laboratories (ABT) 0.1 $264k 1.9k 136.01
Pepsi (PEP) 0.1 $263k 2.0k 132.04
Philip Morris International (PM) 0.1 $260k 1.4k 182.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $259k 1.2k 215.79
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $250k 11k 22.39
Union Pacific Corporation (UNP) 0.1 $244k 1.1k 230.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $239k 563.00 424.58
Abbvie (ABBV) 0.1 $238k 1.3k 185.62
Walt Disney Company (DIS) 0.1 $235k 1.9k 124.01
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $232k 2.8k 83.40
Caterpillar (CAT) 0.1 $228k 586.00 388.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $225k 991.00 226.49
Ge Aerospace Com New (GE) 0.0 $222k 861.00 257.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $216k 2.7k 78.70
Blackstone Group Inc Com Cl A (BX) 0.0 $212k 1.4k 149.58
Merck & Co (MRK) 0.0 $212k 2.7k 79.16
Church & Dwight (CHD) 0.0 $203k 2.1k 96.11
Lixte Biotechnology Holdings (LIXT) 0.0 $13k 14k 0.91