Atlas Legacy Advisors, LLC Sells in Q1 2025

Atlas Legacy Advisors, LLC

  • $394 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-124K
- 44.63%
$82.81 - $92.93 $10.3M - $11.5M
154K $13.1B
VTI
Vanguard Total Stock Market Et

ETFs
-31.6K
- 77.63%
$271.18 - $303.12 $8.58M - $9.59M
9.12K $2.51B
CGGR
Capital Group Growth ETF Shs C

ETFs
-242K
- 81.47%
$33.98 - $39.84 $8.22M - $9.64M
55K $1.99B
VGT
Vanguard Information Technolog

ETFs
-13.4K
- 61.08%
$542.38 - $646.34 $7.27M - $8.66M
8.54K $4.86B
CGDV
Capital Group Divid Value ETF

ETFs
-233K
- 81.15%
$34.95 - $37.36 $8.13M - $8.69M
54.1K $1.97B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60.1K
- 48.39%
$102.49 - $119.96 $6.16M - $7.21M
64.1K $6.71B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-98.4K
- 78.73%
$74.85 - $84.89 $7.36M - $8.35M
26.6K $2.17B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-360K
- 71.67%
N/A
142K $3.14B
IYW
Ishares Dj Us Tech ETF

ETFs
-17.6K
- 7.33%
$140.44 - $166.79 $2.47M - $2.93M
222K $33.3B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.46K
- 2.82%
$554.06 - $615.85 $806K - $896K
50.2K $28.2B
XLK
Technology Sector Spdr

ETFs
-6.78K
- 33.81%
$206.38 - $242.18 $1.4M - $1.64M
13.3K $2.74B
AAPL
Apple Inc.

Technology
-3.72K
- 9.67%
$209.68 - $247.1 $780K - $919K
34.7K $7.71B
VNQ
Vanguard Specialized Funds Van

ETFs
-16.4K
- 34.9%
$85.55 - $94.34 $1.4M - $1.54M
30.5K $2.76B
MSFT
Microsoft Corp

Technology
-895
- 5.05%
$375.39 - $447.2 $336K - $400K
16.8K $6.32B
TSLA
Tesla, Inc.

Consumer Cyclical
-263
- 3.64%
$222.15 - $428.22 $58.4K - $113K
6.97K $1.81B
VUG
Vanguard Growth ETF

ETFs
-2.11K
- 38.26%
$369.1 - $427.61 $777K - $901K
3.4K $1.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.07K
- 14.94%
$551.42 - $612.93 $590K - $656K
6.09K $3.41B
GOOG
Alphabet Inc.

Communication Services
-24
- 0.11%
$156.06 - $207.71 $3.75K - $4.99K
22K $3.44B
VB
Vanguard Small Cap ETF

ETFs
-1.84K
- 24.31%
$217.89 - $252.64 $401K - $465K
5.74K $1.27B
XLC
Select Sector Spdr Tr Communic

ETFs
-4.84K
- 58.3%
$94.84 - $105.31 $459K - $509K
3.46K $334M
OMFL
Invesco Exchange Traded Self I

ETFs
-8.44K
- 29.37%
$52.19 - $57.45 $440K - $485K
20.3K $1.1B
PWZ
Invesco California Amt Free Mu

ETFs
-4.3K
- 0.96%
$23.68 - $24.72 $102K - $106K
445K $10.7B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-9.83K
- 22.64%
$47.08 - $50.67 $463K - $498K
33.6K $1.66B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.8K
- 3.61%
$120.24 - $134.3 $216K - $242K
48.1K $6.04B
VIG
Vanguard Dividend Appreciation

ETFs
-1.94K
- 46.19%
N/A
2.26K $438M
PLTR
Palantir Technologies Inc.

Technology
-6.55K
- 28.66%
$64.98 - $124.62 $426K - $816K
16.3K $1.38B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-276
- 0.47%
$110.9 - $132.93 $30.6K - $36.7K
58.5K $6.91B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-552
- 31.13%
$468.34 - $539.52 $259K - $298K
1.22K $573M
GWW
W.W. Grainger, Inc.

Industrials
-246
- 21.26%
$953.54 - $1132.42 $235K - $279K
911 $900M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.61K
- 25.04%
$47.25 - $67.02 $218K - $309K
13.8K $748M
HD
Home Depot, Inc.

Consumer Cyclical
-547
- 16.94%
$347.25 - $424.87 $190K - $232K
2.68K $983M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-915
- 1.86%
$96.93 - $109.51 $88.7K - $100K
48.2K $4.88B
FYX
First Tr Small Cap Core Alphad

ETFs
-2.28K
- 48.7%
$89.26 - $104.61 $204K - $239K
2.4K $216M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.4K
- 3.26%
$126.11 - $135.06 $303K - $324K
71.2K $9.18B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-4.85K
- 45.65%
$47.39 - $54.26 $230K - $263K
5.78K $304M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.82K
- 7.29%
$54.25 - $57.64 $261K - $278K
61.3K $3.46B
AFL
Aflac Inc

Financial Services
-2.4K
- 27.8%
$100.99 - $111.19 $243K - $267K
6.24K $694M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-592
- 1.64%
$96.85 - $111.39 $57.3K - $65.9K
35.6K $3.62B
PSX
Phillips 66

Energy
-1.95K
- 41.87%
$113.93 - $131.55 $222K - $257K
2.71K $334M
ADI
Analog Devices Inc

Technology
-772
- 22.04%
$201.56 - $243.82 $156K - $188K
2.73K $551M
ACN
Accenture PLC

Technology
-344
- 16.63%
$300.91 - $398.25 $104K - $137K
1.73K $538M
AVGO
Broadcom Inc.

Technology
-27
- 0.96%
$167.43 - $244.7 $4.52K - $6.61K
2.8K $469M
BX
Blackstone Inc.

Financial Services
-598
- 19.6%
$136.53 - $186.74 $81.6K - $112K
2.45K $343M
CB
Chubb LTD

Financial Services
-762
- 24.13%
$257.71 - $301.99 $196K - $230K
2.4K $724M
GD
General Dynamics Corp

Industrials
-605
- 28.99%
$241.94 - $272.58 $146K - $165K
1.48K $404M
AMD
Advanced Micro Devices Inc

Technology
-676
- 17.45%
$96.63 - $129.55 $65.3K - $87.6K
3.2K $329M
SYK
Stryker Corp

Healthcare
-445
- 20.62%
$355.18 - $399.9 $158K - $178K
1.71K $638M
ORCL
Oracle Corp

Technology
-147
- 3.6%
$139.81 - $186.47 $20.6K - $27.4K
3.94K $550M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.32K
- 5.17%
$99.85 - $100.19 $131K - $132K
24.1K $2.42B
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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