The Analysis of Atlas Legacy Advisors, LLC's Holdings
Currently, Atlas Legacy Advisors, LLC holds 183 types of securities in its portfolio with a total value $569.6M. In the most recent quarter, they have increased their positions in IYW (+25.0K shares, valued at $5.0M), IVV (+7.0K shares, valued at $4.8M), N/A (+5.5K shares, valued at $3.4M); decreased their positions in JPM (-975 shares, valued at $310.3K), CVX (-915 shares, valued at $141.2K), MS (-767 shares, valued at $137.9K); initiated new positions in RWR (+3.5K shares, valued at $345.0K), PTH (+6.4K shares, valued at $319.9K), VGLT (+5.6K shares, valued at $313.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IYW ISHARES TR238.3K shares11.70%2025-12-312026-01-29
IVV ISHARES TR53.7K shares15.06%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II91.7K shares11.01%2025-12-312026-01-29 RWL INVESCO EXCH TRADED FD TR II182.9K shares13.81%2025-12-312026-01-29 AAPL APPLE INC61.4K shares7.97%2025-12-312026-01-29 IWR ISHARES TR143.7K shares11.81%2025-12-312026-01-29 VGT VANGUARD WORLD FD16.9K shares3.49%2025-12-312026-01-29 CMF ISHARES TR213.0K shares6.15%2025-12-312026-01-29 MSFT MICROSOFT CORP24.5K shares3.73%2025-12-312026-01-29 VHT VANGUARD WORLD FD40.0K shares13.15%2025-12-312026-01-29 IEFA ISHARES TR124.8K shares12.72%2025-12-312026-01-29 ALPHABET INC ALPHABET INC33.4K shares6.17%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS70.8K shares3.98%2025-12-312026-01-29 EEM ISHARES TR175.4K shares6.13%2025-12-312026-01-29 NVDA NVIDIA CORPORATION50.1K shares3.22%2025-12-312026-01-29 XMMO INVESCO EXCHANGE TRADED FD T56.8K shares3.69%2025-12-312026-01-29 AMZN AMAZON COM INC33.0K shares17.53%2025-12-312026-01-29 IJH ISHARES TR113.1K shares15.56%2025-12-312026-01-29 GTO INVESCO ACTIVELY MANAGED EXC149.8K shares4.18%2025-12-312026-01-29 ESGU ISHARES TR47.1K shares5.66%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR9.5K shares7.21%2025-12-312026-01-29 IJR ISHARES TR53.8K shares3.82%2025-12-312026-01-29 JPST J P MORGAN EXCHANGE TRADED F121.5K shares4.57%2025-12-312026-01-29 FVD FIRST TR EXCHANGE-TRADED FD126.3K shares1.15%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.18.0K shares-5.13%2025-12-312026-01-29 ESGV VANGUARD WORLD FD47.2K shares4.64%2025-12-312026-01-29 TSLA TESLA INC11.9K shares26.16%2025-12-312026-01-29 VTI VANGUARD INDEX FDS14.0K shares10.15%2025-12-312026-01-29 IXUS ISHARES TR54.1K shares2.83%2025-12-312026-01-29 EMXC ISHARES INC62.7K shares3.45%2025-12-312026-01-29 ALL ALLSTATE CORP20.7K shares-1.19%2025-12-312026-01-29 SPTL SPDR SERIES TRUST159.6K shares4.22%2025-12-312026-01-29 EFA ISHARES TR41.6K shares13.84%2025-12-312026-01-29 IVOO VANGUARD ADMIRAL FDS INC35.0K shares6.76%2025-12-312026-01-29 VXUS VANGUARD STAR FDS48.5K shares2.41%2025-12-312026-01-29 ALPHABET INC ALPHABET INC11.3K shares2.20%2025-12-312026-01-29 VB VANGUARD INDEX FDS13.4K shares10.20%2025-12-312026-01-29 JMEE J P MORGAN EXCHANGE TRADED F51.6K shares8.88%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR22.1K shares96.70%2025-12-312026-01-29 CGGR CAPITAL GROUP GROWTH ETF70.2K shares8.85%2025-12-312026-01-29 MS MORGAN STANLEY16.4K shares-4.47%2025-12-312026-01-29 META META PLATFORMS INC4.5K shares4.33%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS31.3K shares18.80%2025-12-312026-01-29 GES GUESS INC156.4K shares-0.03%2025-12-312026-01-29 GBIL GOLDMAN SACHS ETF TR25.4K shares9.96%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F46.9K shares23.18%2025-12-312026-01-29 BROADCOM INC BROADCOM INC7.4K shares4.27%2025-12-312026-01-29 VUG VANGUARD INDEX FDS5.1K shares4.43%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS37.2K shares19.67%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC12.8K shares-0.30%2025-12-312026-01-29 CGDV CAPITAL GROUP DIVIDEND VALUE48.3K shares14.59%2025-12-312026-01-29 HDV ISHARES TR16.3K shares23.89%2025-12-312026-01-29 VTV VANGUARD INDEX FDS9.8K shares6.80%2025-12-312026-01-29 CENCORA INC CENCORA INC5.3K shares13.68%2025-12-312026-01-29 ACWX ISHARES TR26.8K shares13.43%2025-12-312026-01-29 CGXU CAPITAL GROUP INTL FOCUS EQT60.7K shares3.50%2025-12-312026-01-29 USHY ISHARES TR47.0K shares4.11%2025-12-312026-01-29 OMFL INVESCO EXCH TRD SLF IDX FD27.8K shares3.92%2025-12-312026-01-29 LLY ELI LILLY & CO1.5K shares5.39%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW1.8K shares9.39%2025-12-312026-01-29 IWN ISHARES TR8.6K shares58.68%2025-12-312026-01-29 MA MASTERCARD INCORPORATED2.8K shares45.86%2025-12-312026-01-29 GWW WW GRAINGER INC1.5K shares9.81%2025-12-312026-01-29 SPHD INVESCO EXCH TRADED FD TR II29.7K shares-1.57%2025-12-312026-01-29 WMT WALMART INC12.4K shares14.36%2025-12-312026-01-29 USMV ISHARES TR14.2K shares8.60%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC5.7K shares0.24%2025-12-312026-01-29 VO VANGUARD INDEX FDS4.2K shares7.78%2025-12-312026-01-29 CGIE CAPITAL GROUP INTERNATIONAL34.4K shares6.02%2025-12-312026-01-29 AFL AFLAC INC10.7K shares11.78%2025-12-312026-01-29 MPAA MOTORCAR PTS AMER INC93.4K shares1.69%2025-12-312026-01-29 TJX TJX COS INC NEW7.5K shares14.54%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC1.3K shares-1.07%2025-12-312026-01-29 HD HOME DEPOT INC3.3K shares-9.83%2025-12-312026-01-29 CB CHUBB LIMITED3.5K shares24.50%2025-12-312026-01-29 ADI ANALOG DEVICES INC4.0K shares18.11%2025-12-312026-01-29 LINDE PLC LINDE PLC2.5K shares16.43%2025-12-312026-01-29 DVY ISHARES TR7.5K shares0.00%2025-12-312026-01-29 INMD INMODE LTD71.7K shares0.00%2025-12-312026-01-29 IEMG ISHARES INC14.7K shares-0.37%2025-12-312026-01-29 XOM EXXON MOBIL CORP8.0K shares7.90%2025-12-312026-01-29 XLC SELECT SECTOR SPDR TR8.2K shares-1.39%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS4.3K shares0.00%2025-12-312026-01-29 DBC INVESCO DB COMMDY INDX TRCK42.2K shares99.10%2025-12-312026-01-29 SMLF ISHARES TR12.5K shares5.39%2025-12-312026-01-29 EEMV ISHARES INC14.2K shares6.06%2025-12-312026-01-29 PWZ INVESCO EXCH TRADED FD TR II37.4K shares50.64%2025-12-312026-01-29 ORCL ORACLE CORP4.7K shares-5.51%2025-12-312026-01-29 ARKK ARK ETF TR11.7K shares0.05%2025-12-312026-01-29 SYK STRYKER CORPORATION2.5K shares14.21%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR19.8K shares161.28%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON4.2K shares1.19%2025-12-312026-01-29 MCD MCDONALDS CORP2.9K shares2.29%2025-12-312026-01-29 IYR ISHARES TR8.9K shares17.08%2025-12-312026-01-29 EELV INVESCO EXCH TRADED FD TR II29.6K shares16.65%2025-12-312026-01-29 RTX RTX CORPORATION4.3K shares13.38%2025-12-312026-01-29 CVX CHEVRON CORP NEW5.0K shares-15.42%2025-12-312026-01-29 BR BROADRIDGE FINL SOLUTIONS IN3.4K shares11.89%2025-12-312026-01-29 SPGI S&P GLOBAL INC1.5K shares31.49%2025-12-312026-01-29 LRGF ISHARES TR10.6K shares0.00%2025-12-312026-01-29 PSX PHILLIPS 665.5K shares5.91%2025-12-312026-01-29 VBK VANGUARD INDEX FDS2.4K shares11.67%2025-12-312026-01-29 NFLX NETFLIX INC7.7K shares845.88%2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC2.1K shares0.33%2025-12-312026-01-29 LOW LOWES COS INC2.8K shares26.05%2025-12-312026-01-29 BRO BROWN & BROWN INC8.2K shares16.75%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares37.89%2025-12-312026-01-29 V VISA INC1.9K shares-7.58%2025-12-312026-01-29 ADP AUTOMATIC DATA PROCESSING IN2.5K shares7.67%2025-12-312026-01-29 TXN TEXAS INSTRS INC3.6K shares27.30%2025-12-312026-01-29 CSCO CISCO SYS INC8.1K shares-1.74%2025-12-312026-01-29 XYL XYLEM INC4.5K shares6.70%2025-12-312026-01-29 CAT CATERPILLAR INC1.0K shares24.61%2025-12-312026-01-29 ICE INTERCONTINENTAL EXCHANGE IN3.7K shares3.99%2025-12-312026-01-29 QCOM QUALCOMM INC3.6K shares0.42%2025-12-312026-01-29 EMR EMERSON ELEC CO4.4K shares12.85%2025-12-312026-01-29 RY ROYAL BK CDA3.4K shares-1.25%2025-12-312026-01-29 BAC BANK AMERICA CORP10.2K shares14.99%2025-12-312026-01-29 SPYD SPDR SERIES TRUST12.7K shares-0.83%2025-12-312026-01-29 CGCP CAPITAL GRP FIXED INCM ETF T24.1K shares-4.19%2025-12-312026-01-29 ABBV ABBVIE INC2.4K shares3.52%2025-12-312026-01-29 AMGN AMGEN INC1.7K shares7.06%2025-12-312026-01-29 FYX FIRST TR EXCHANGE-TRADED ALP4.7K shares0.00%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO3.7K shares-3.29%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS10.1K shares13.49%2025-12-312026-01-29 PEP PEPSICO INC3.3K shares2.79%2025-12-312026-01-29 MU MICRON TECHNOLOGY INC1.4K shares4.07%2025-12-312026-01-29 MUB ISHARES TR4.2K shares-2.51%2025-12-312026-01-29 WFC WELLS FARGO CO NEW4.8K shares4.08%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC907 shares1.23%2025-12-312026-01-29 PAYX PAYCHEX INC3.7K shares40.38%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE1.3K shares-1.33%2025-12-312026-01-29 CTAS CINTAS CORP2.2K shares38.53%2025-12-312026-01-29 SHM SPDR SERIES TRUST8.3K shares-5.78%2025-12-312026-01-29 SHW SHERWIN WILLIAMS CO1.2K shares16.75%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC643 shares2.23%2025-12-312026-01-29 MUNI PIMCO ETF TR7.3K shares-3.38%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC9.4K shares15.67%2025-12-312026-01-29 ITW ILLINOIS TOOL WKS INC1.5K shares14.81%2025-12-312026-01-29 EMB ISHARES TR3.9K shares2.25%2025-12-312026-01-29 RDIV INVESCO EXCH TRADED FD TR II7.2K shares-0.24%2025-12-312026-01-29 BP BP PLC10.6K shares2.25%2025-12-312026-01-29 UNP UNION PAC CORP1.6K shares11.71%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE743 shares0.00%2025-12-312026-01-29 HON HONEYWELL INTL INC1.8K shares1.14%2025-12-312026-01-29 XMLV INVESCO EXCH TRADED FD TR II5.6K shares-1.74%2025-12-312026-01-29 RWR SPDR SERIES TRUST3.5K sharesnew addition2025-12-312026-01-29 EMGF ISHARES INC5.9K shares0.00%2025-12-312026-01-29 ACWI ISHARES TR2.4K shares8.40%2025-12-312026-01-29 BA BOEING CO1.5K shares21.85%2025-12-312026-01-29 DFAI DIMENSIONAL ETF TRUST8.8K shares0.00%2025-12-312026-01-29 BABA ALIBABA GROUP HLDG LTD2.2K shares-26.82%2025-12-312026-01-29 KO COCA COLA CO4.6K shares4.69%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS1.1K shares1.67%2025-12-312026-01-29 PTH INVESCO EXCHANGE TRADED FD T6.4K sharesnew addition2025-12-312026-01-29 VGLT VANGUARD SCOTTSDALE FDS5.6K sharesnew addition2025-12-312026-01-29 PM PHILIP MORRIS INTL INC1.9K shares-1.01%2025-12-312026-01-29 ABT ABBOTT LABS2.4K shares-14.94%2025-12-312026-01-29 DIS DISNEY WALT CO2.6K shares-10.57%2025-12-312026-01-29 GEV GE VERNOVA INC436 shares13.54%2025-12-312026-01-29 SUB ISHARES TR2.6K shares-10.59%2025-12-312026-01-29 CITIGROUP INC CITIGROUP INC2.3K sharesnew addition2025-12-312026-01-29 IWF ISHARES TR563 shares0.00%2025-12-312026-01-29 SMMU PIMCO ETF TR5.2K shares-8.41%2025-12-312026-01-29 EXPE EXPEDIA GROUP INC829 sharesnew addition2025-12-312026-01-29 AOA ISHARES TR2.6K shares-7.20%2025-12-312026-01-29 TALK TALKSPACE INC20.4K shares0.00%2025-12-312026-01-29 WIT WIPRO LTD14.5K shares3.81%2025-12-312026-01-29 CLSK CLEANSPARK INC191 sharesnew addition2025-12-312026-01-29 Call Option Holdings
KWEB Call CallKRANESHARES TRUST20.0K sharesnew addition2025-12-312026-01-29 CLSK Call CallCLEANSPARK INC10.0K sharesnew addition2025-12-312026-01-29 BTG Call CallB2GOLD CORP15.0K sharesnew addition2025-12-312026-01-29 RR Call CallRICHTECH ROBOTICS INC10.0K sharesnew addition2025-12-312026-01-29 Put Option Holdings
No put option holdings data available