Atlas Legacy Advisors, LLC Top Holdings and 13F Report (2025) About Atlas Legacy Advisors, LLCInvestment ActivityAtlas Legacy Advisors, LLC has $412.75 million in total holdings as of December 31, 2024.Atlas Legacy Advisors, LLC owns shares of 173 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Largest Holdings iShares U.S. Technology ETF $38,293,095iShares Core S&P 500 ETF $30,417,096iShares Russell Mid-Cap ETF $24,597,830Vanguard S&P 500 ETF $14,443,880iShares Core S&P Small-Cap ETF $14,316,431 Sector AllocationMap of 500 Largest Holdings ofAtlas Legacy Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIYWiShares U.S. Technology ETF$38,293,095240,0529.3%ManufacturingIVViShares Core S&P 500 ETF$30,417,09651,6707.4%ETFIWRiShares Russell Mid-Cap ETF$24,597,830278,2566.0%ETFVOOVanguard S&P 500 ETF$14,443,88026,8073.5%ETFIJRiShares Core S&P Small-Cap ETF$14,316,431124,2533.5%ETFVGTVanguard Information Technology ETF$13,637,93921,9333.3%ETFVTIVanguard Total Stock Market ETF$11,809,17840,7482.9%ETFPWZInvesco California AMT-Free Municipal Bond ETF$11,097,463449,2902.7%ETFCGGRCapital Group Growth ETF$11,040,196297,0192.7%ETFPXHInvesco FTSE RAFI Emerging Markets ETF$10,282,394502,0702.5%ETFCGDVCapital Group Dividend Value ETF$10,111,475286,7692.4%ETFRSPInvesco S&P 500 Equal Weight ETF$9,823,91956,0632.4%ETFAAPLApple$9,627,14638,4442.3%Computer and TechnologyVHTVanguard Health Care ETF$9,619,16437,9172.3%ETFEFAiShares MSCI EAFE ETF$9,446,865124,9422.3%FinanceVYMVanguard High Dividend Yield ETF$9,392,66573,6162.3%ETFMSFTMicrosoft$7,471,50917,7261.8%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$7,258,25258,7571.8%ETFESGUiShares ESG Aware MSCI USA ETF$6,426,83049,8901.6%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$6,084,856139,4331.5%ETFESGVVanguard ESG US Stock ETF$5,148,10649,0811.2%ETFXLKTechnology Select Sector SPDR Fund$4,663,65420,0571.1%ETFEEMiShares MSCI Emerging Markets ETF$4,646,829111,1151.1%FinanceGOOGAlphabet$4,202,63022,0681.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,198,0917,1631.0%FinanceVNQVanguard Real Estate ETF$4,177,67446,8981.0%ETFJPMJPMorgan Chase & Co.$3,881,86416,1940.9%FinanceIVOOVanguard S&P Mid-Cap 400 ETF$3,815,30236,1640.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,663,47166,0680.9%ManufacturingNVDANVIDIA$3,384,10825,2000.8%Computer and TechnologyAMZNAmazon.com$3,329,68215,1770.8%Retail/WholesaleALLAllstate$3,122,81216,1980.8%FinanceVXUSVanguard Total International Stock ETF$3,100,18952,6080.8%ETFTSLATesla$2,921,7827,2350.7%Auto/Tires/TrucksGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,543,35825,4540.6%ETFVUGVanguard Growth ETF$2,259,4725,5050.5%ETFGESGuess?$2,190,956155,8290.5%Consumer DiscretionaryCMFiShares California Muni Bond ETF$2,173,77637,9500.5%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,096,84743,4040.5%ETFBRK.ABerkshire Hathaway$2,042,76030.5%FinanceVBVanguard Small-Cap ETF$1,820,6027,5770.4%ETFCGXUCapital Group International Focus Equity ETF$1,801,67573,0310.4%ETFPALANTIR TECHNOLOGIES INC$1,728,37222,8530.4%CL AOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,558,62428,7410.4%ETFBRK.BBerkshire Hathaway$1,456,8423,2140.4%FinanceVWOVanguard FTSE Emerging Markets ETF$1,456,09533,0630.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,446,09023,2080.4%ETFMETAMeta Platforms$1,301,0032,2220.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,291,95327,0170.3%ETFVTVVanguard Value ETF$1,290,5747,6230.3%ETFHDViShares Core High Dividend ETF$1,277,07011,3760.3%ETFHDHome Depot$1,256,0493,2290.3%Retail/WholesaleGWWW.W. Grainger$1,219,5361,1570.3%Industrial ProductsCOSTCostco Wholesale$1,217,7231,3290.3%Retail/WholesaleMSMorgan Stanley$1,182,3979,4050.3%FinanceVOVanguard Mid-Cap ETF$1,142,3624,3250.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,125,05812,6710.3%ETFUNHUnitedHealth Group$1,089,6222,1540.3%MedicalGOOGLAlphabet$1,079,3895,7020.3%Computer and TechnologyARKKARK Innovation ETF$1,045,87418,4230.3%ETFIWNiShares Russell 2000 Value ETF$991,2586,0380.2%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$950,58640,6060.2%ETFBROBrown & Brown$939,2989,2070.2%FinanceCORCencora$930,4004,1410.2%MedicalQQQInvesco QQQ$906,4111,7730.2%FinanceACWIiShares MSCI ACWI ETF$896,9957,6340.2%ManufacturingAFLAflac$894,0328,6430.2%FinanceCBChubb$872,5553,1580.2%FinanceINMDInMode$848,34350,7990.2%MedicalLINDE PLC$847,8072,0250.2%SHSEEMViShares MSCI Emerging Markets Min Vol Factor ETF$843,52314,5460.2%ETFVIGVanguard Dividend Appreciation ETF$822,4864,2000.2%ETFXLCCommunication Services Select Sector SPDR Fund$802,9428,2940.2%ETFSYKStryker$776,9882,1580.2%MedicalWMTWalmart$774,4808,5720.2%Retail/WholesaleIYRiShares U.S. Real Estate ETF$764,6748,2170.2%ETFMAMastercard$749,3091,4230.2%Business ServicesADIAnalog Devices$744,0353,5020.2%Computer and TechnologyACNAccenture$727,8542,0690.2%Computer and TechnologyBRBroadridge Financial Solutions$707,6623,1300.2%Business ServicesSMLFiShares U.S. Small Cap Equity Factor ETF$704,09310,4310.2%ETFADPAutomatic Data Processing$701,3812,3960.2%Business ServicesMCDMcDonald's$694,2872,3950.2%Retail/WholesaleORCLOracle$680,5584,0840.2%Computer and TechnologyPAYXPaychex$670,9534,7850.2%Business ServicesAVGOBroadcom$655,4122,8270.2%Computer and TechnologyLRGFiShares U.S. Equity Factor ETF$633,85610,5030.2%ETFJPSTJPMorgan Ultra-Short Income ETF$628,56712,4790.2%ETFBLACKROCK INC$624,2926090.2%COMLOWLowe's Companies$609,5962,4700.1%Retail/WholesaleLLYEli Lilly and Company$589,8087640.1%MedicalMPAAMotorcar Parts of America$580,03276,3200.1%Auto/Tires/TrucksPGProcter & Gamble$578,5603,4510.1%Consumer StaplesCVXChevron$571,2493,9440.1%Oils/EnergyDVYiShares Select Dividend ETF$554,3064,2220.1%ETFGDGeneral Dynamics$549,9042,0870.1%AerospaceEMREmerson Electric$548,8864,4290.1%Industrial ProductsIEMGiShares Core MSCI Emerging Markets ETF$534,15810,2290.1%ETFSPGIS&P Global$531,8961,0680.1%Business ServicesPSXPhillips 66$530,5724,6570.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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