Atlas Legacy Advisors, LLC Purchases in Q2 2025

Atlas Legacy Advisors, LLC

  • $454 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
5.56K
+ 4.51%
$45.73 - $47.2 $254K - $262K
129K $6.04B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.2K
New
$22.18 - $23.36 $248K - $261K
11.2K $250M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 6.79%
$49.07 - $59.23 $140K - $170K
45K $2.67B
FYX
First Tr Small Cap Core Alphad

ETFs
2.28K
+ 94.92%
$79.22 - $97.28 $181K - $222K
4.68K $455M
DIS
Walt Disney CO

Communication Services
1.89K
New
$81.72 - $124.01 $155K - $235K
1.89K $235M
CAT
Caterpillar Inc

Industrials
586
New
$273.94 - $388.21 $161K - $227K
586 $227M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
991
New
$141.37 - $228.57 $140K - $227K
991 $224M
GE
General Electric CO

Industrials
861
New
$166.81 - $257.39 $144K - $222K
861 $222M
PSX
Phillips 66

Energy
1.95K
+ 71.92%
$92.87 - $125.73 $181K - $245K
4.65K $555M
CB
Chubb LTD

Financial Services
857
+ 35.77%
$274.32 - $302.46 $235K - $259K
3.25K $942M
Linde PLC
446
+ 26.52%
N/A
2.13K $998M
GS
Goldman Sachs Group Inc

Financial Services
68
+ 6.61%
$462.22 - $707.75 $31.4K - $48.1K
1.1K $776M
MRK
Merck & Co., Inc.

Healthcare
2.68K
New
$73.47 - $87.12 $197K - $233K
2.68K $212M
GD
General Dynamics Corp

Industrials
621
+ 41.9%
$247.68 - $291.66 $154K - $181K
2.1K $613M
XLE
Energy Sector Spdr

ETFs
2.79K
+ 58.16%
$76.44 - $94.13 $213K - $263K
7.59K $643M
AFL
Aflac Inc

Financial Services
2.1K
+ 33.7%
$99.77 - $112.45 $210K - $236K
8.34K $880M
VBK
Vanguard Small Cap Growth ETF

ETFs
509
+ 32.48%
$219.76 - $276.94 $112K - $141K
2.08K $575M
SYK
Stryker Corp

Healthcare
328
+ 19.15%
$337.37 - $395.63 $111K - $130K
2.04K $807M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.98K
+ 20.26%
$54.28 - $67.95 $108K - $135K
11.8K $799M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.94K
+ 6.1%
$25.48 - $27.78 $202K - $221K
138K $3.68B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
431
+ 1.21%
$86.58 - $104.98 $37.3K - $45.2K
36K $3.78B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.08K
+ 2.99%
$50.36 - $50.68 $155K - $156K
106K $5.38B
ADP
Automatic Data Processing Inc

Industrials
475
+ 24.36%
$276.76 - $326.81 $131K - $155K
2.43K $748M
BR
Broadridge Financial Solutions, Inc.

Technology
620
+ 25.36%
$217.22 - $246.25 $135K - $153K
3.07K $745M
EEMV
Ishares Msci Emerging Markets

ETFs
1.37K
+ 10.7%
$54.12 - $62.8 $74.3K - $86.2K
14.2K $891M
HD
Home Depot, Inc.

Consumer Cyclical
365
+ 13.61%
$335.24 - $380.78 $122K - $139K
3.05K $1.12B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.01K
+ 11.93%
$44.37 - $50.04 $178K - $200K
37.6K $1.79B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.59K
+ 40.69%
$47.02 - $47.83 $122K - $124K
8.96K $428M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 6.49%
$321.63 - $509.31 $12.9K - $20.4K
656 $334M
EMB
Ishares Tr

ETFs
1.15K
+ 43.1%
$86.54 - $92.62 $99.7K - $107K
3.83K $354M
BRO
Brown & Brown, Inc.

Financial Services
1.84K
+ 25.63%
$104.48 - $124.43 $192K - $229K
9.02K $1B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.34K
+ 5.99%
$35.3 - $37.51 $82.7K - $87.9K
41.4K $1.55B
TXN
Texas Instruments Inc

Technology
156
+ 5.97%
N/A
2.77K $575M
V
Visa Inc.

Financial Services
282
+ 27.87%
$308.27 - $373.31 $86.9K - $105K
1.29K $459M
CSCO
Cisco Systems, Inc.

Technology
843
+ 15.52%
$53.19 - $69.38 $44.8K - $58.5K
6.27K $435M
WMT
Walmart Inc.

Consumer Defensive
98
+ 1.14%
$81.79 - $99.98 $8.02K - $9.8K
8.71K $851M
SUB
Ishares Short Term National Mu

ETFs
811
+ 37.79%
$104.77 - $106.34 $85K - $86.2K
2.96K $314M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.56K
+ 37.7%
$49.18 - $50.17 $76.8K - $78.3K
5.7K $286M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.51K
+ 24.63%
$50.34 - $51.86 $76.2K - $78.5K
7.66K $393M
MA
Mastercard Inc

Financial Services
90
+ 6.32%
$479.92 - $590.74 $43.2K - $53.2K
1.52K $851M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.49K
+ 19.53%
$48.13 - $49.85 $71.7K - $74.3K
9.12K $447M
IYR
Ishares Tr

ETFs
652
+ 9.23%
$84.48 - $96.25 $55.1K - $62.8K
7.72K $731M
FVD
First Tr Value Line Divid Inde

ETFs
1.06K
+ 0.77%
$40.62 - $45.12 $43K - $47.8K
138K $6.16B
BAC
Bank Of America Corp

Financial Services
699
+ 13.63%
$34.39 - $47.46 $24K - $33.2K
5.83K $276M
HON
Honeywell International Inc

Industrials
95
+ 5.36%
$182.86 - $232.88 $17.4K - $22.1K
1.87K $435M
MUB
Ishares National Muni Bond ETF

ETFs
600
+ 16.15%
$102.31 - $105.8 $61.4K - $63.5K
4.32K $451M
PEP
Pepsico Inc

Consumer Defensive
566
+ 39.66%
$128.02 - $151.37 $72.5K - $85.7K
1.99K $263M
RTX
Raytheon Technologies Corp

Industrials
26
+ 0.8%
$113.75 - $148.48 $2.96K - $3.86K
3.29K $481M
VZ
Verizon Communications Inc

Communication Services
1.34K
+ 26.76%
$41.67 - $45.62 $55.8K - $61.1K
6.34K $274M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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