Atlas Legacy Advisors, LLC Incresed Positions in Q3 2025

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
1.2K
+ 60.31%
$133.81 - $152.16 $161K - $183K
3.2K $449M
BAC
Bank Of America Corp

Financial Services
3.07K
+ 52.64%
$44.92 - $52.42 $138K - $161K
8.89K $459M
PWZ
Invesco California Amt Free Mu

ETFs
7.18K
+ 40.63%
$22.77 - $24.07 $163K - $173K
24.8K $594M
IEMG
Ishares Inc

ETFs
1.56K
+ 11.74%
N/A
14.8K $976M
CAT
Caterpillar Inc

Industrials
255
+ 43.52%
$390.92 - $477.15 $99.7K - $122K
841 $401M
GD
General Dynamics Corp

Industrials
187
+ 8.89%
$293.92 - $341.0 $55K - $63.8K
2.29K $781M
BX
Blackstone Inc.

Financial Services
753
+ 53.03%
$152.77 - $188.68 $115K - $142K
2.17K $371M
RTX
Raytheon Technologies Corp

Industrials
521
+ 15.83%
$144.19 - $167.33 $75.1K - $87.2K
3.81K $638M
PSX
Phillips 66

Energy
543
+ 11.67%
$118.37 - $139.46 $64.3K - $75.7K
5.2K $707M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.66K
+ 8.83%
$37.14 - $37.85 $136K - $139K
45.1K $1.7B
Blackrock Inc
45
+ 7.43%
N/A
651 $759M
CGDV
Capital Group Divid Value ETF

ETFs
362
+ 0.87%
$39.59 - $42.21 $14.3K - $15.3K
42.1K $1.77B
WFC
Wells Fargo & Company

Financial Services
1.29K
+ 38.61%
$77.05 - $85.16 $99.4K - $110K
4.63K $388M
ABT
Abbott Laboratories

Healthcare
883
+ 45.47%
$120.51 - $136.62 $106K - $121K
2.83K $378M
XYL
Xylem Inc.

Industrials
230
+ 5.75%
$129.67 - $147.5 $29.8K - $33.9K
4.23K $623M
CRWD
Crowd Strike Holdings, Inc.

Technology
240
+ 36.59%
$412.46 - $514.1 $99K - $123K
896 $439M
MCD
Mcdonalds Corp

Consumer Cyclical
242
+ 9.5%
$291.67 - $316.99 $70.6K - $76.7K
2.79K $848M
DIS
Walt Disney CO

Communication Services
994
+ 52.56%
$112.25 - $124.0 $112K - $123K
2.89K $330M
HDV
Ishares Core High Dividend ETF

ETFs
204
+ 1.58%
$118.16 - $123.66 $24.1K - $25.2K
13.1K $1.61B
UNP
Union Pacific Corp

Industrials
366
+ 34.53%
$214.91 - $237.16 $78.7K - $86.8K
1.43K $337M
MRK
Merck & Co., Inc.

Healthcare
916
+ 34.19%
$77.6 - $87.37 $71.1K - $80K
3.6K $302M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
133
+ 1.13%
$68.27 - $75.58 $9.08K - $10.1K
11.9K $884M
OMFL
Invesco Exchange Traded Self I

ETFs
322
+ 1.22%
$57.41 - $60.45 $18.5K - $19.5K
26.7K $1.61B
VZ
Verizon Communications Inc

Communication Services
1.81K
+ 28.58%
$40.84 - $45.06 $74K - $81.7K
8.16K $358M
AMGN
Amgen Inc

Healthcare
265
+ 20.72%
$271.18 - $309.22 $71.9K - $81.9K
1.54K $436M
GWW
W.W. Grainger, Inc.

Industrials
179
+ 15.48%
$932.44 - $1059.49 $167K - $190K
1.34K $1.27B
RY
Royal Bank Of Canada

Financial Services
87
+ 2.59%
$128.46 - $148.6 $11.2K - $12.9K
3.45K $508M
PG
Procter & Gamble CO

Consumer Defensive
517
+ 15.73%
$150.47 - $161.22 $77.8K - $83.4K
3.8K $584M
LRGF
Ishares Tr

ETFs
95
+ 0.9%
$64.13 - $69.24 $6.09K - $6.58K
10.6K $732M
ADI
Analog Devices Inc

Technology
128
+ 3.97%
$220.68 - $255.63 $28.2K - $32.7K
3.35K $823M
VBK
Vanguard Small Cap Growth ETF

ETFs
40
+ 1.93%
$276.51 - $305.12 $11.1K - $12.2K
2.12K $630M
SHW
Sherwin Williams CO

Basic Materials
146
+ 16.13%
$330.88 - $375.23 $48.3K - $54.8K
1.05K $364M
BP
Bp PLC

Energy
122
+ 1.19%
$30.25 - $35.69 $3.69K - $4.35K
10.4K $358M
PM
Philip Morris International Inc.

Consumer Defensive
455
+ 31.91%
$157.77 - $183.27 $71.8K - $83.4K
1.88K $305M
CHD
Church & Dwight CO Inc

Consumer Defensive
646
+ 30.59%
$85.84 - $99.09 $55.5K - $64K
2.76K $242M
Linde PLC
39
+ 1.83%
N/A
2.17K $1.03B
SPGI
S&P Global Inc.

Financial Services
136
+ 14.04%
$484.94 - $564.15 $66K - $76.7K
1.11K $538M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
403
+ 1.62%
$25.72 - $27.0 $10.4K - $10.9K
25.3K $675M
ACWI
Ishares Msci Acwi ETF

ETFs
6
+ 0.27%
$128.32 - $138.41 $770 - $830
2.23K $308M
ICE
Intercontinental Exchange, Inc.

Financial Services
392
+ 12.28%
$167.28 - $188.45 $65.6K - $73.9K
3.58K $604M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
15
+ 0.26%
$60.96 - $64.31 $914 - $965
5.68K $361M
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 7.54%
$915.95 - $994.57 $108K - $117K
1.68K $1.56B
SYK
Stryker Corp

Healthcare
161
+ 7.89%
$368.57 - $403.53 $59.3K - $65K
2.2K $814M
EMR
Emerson Electric CO

Industrials
79
+ 2.06%
$128.6 - $149.63 $10.2K - $11.8K
3.92K $514M
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 0.42%
$233.75 - $266.89 $3.04K - $3.47K
3.08K $733M
CTAS
Cintas Corp

Industrials
62
+ 4.14%
$199.29 - $226.27 $12.4K - $14K
1.56K $320M
TXN
Texas Instruments Inc

Technology
48
+ 1.73%
N/A
2.82K $518M
FDS
Factset Research Systems Inc

Financial Services
164
+ 23.73%
$283.86 - $450.3 $46.6K - $73.8K
855 $245M
Activity Summary
Buys All Purchases 127 New Holdings 28 Increased Positions 99 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 7 Puts 0
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