Atlas Legacy Advisors, LLC Portfolio Holdings

Atlas Legacy Advisors, LLC

  • $394 Billion
  • Q1 2025

Atlas Legacy Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $394 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $33.3B, Vanguard Index Fds S&P 500 ETF with a value of $29B, Ishares Core S&P 500 ETF with a value of $28.2B, Invesco Exchange Traded Fd Tr with a value of $16.5B, and Invesco Exchange Traded Fd Tr with a value of $15.5B.

Examining the 13F form we can see an decrease of $19.1B in the current position value, from $413B to 394B.

Atlas Legacy Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Atlas Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $394 Billion
ETFs: $315 Billion
Technology: $22.7 Billion
Financial Services: $19.3 Billion
Consumer Cyclical: $10.4 Billion
Communication Services: $6.32 Billion
Healthcare: $6.07 Billion
Industrials: $5.81 Billion
Consumer Defensive: $4 Billion
Other: $2.92 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$7.71 Billion 1.96% of portfolio
34,726
Q1 2025 Reduced 9.67%
$3.75T
$6.32 Billion 1.61% of portfolio
16,831
Q1 2025 Reduced 5.05%
$831B
$4.02 Billion 1.02% of portfolio
16,402
Q1 2025 Added 1.28%
$1.08T
$3.44 Billion 0.87% of portfolio
22,044
Q1 2025 Reduced 0.11%
$52.5B
$3.35 Billion 0.85% of portfolio
16,191
Q1 2025 Reduced 0.04%
$2.27T
$2.96 Billion 0.75% of portfolio
15,548
Q1 2025 Added 2.44%
$406B
$2.73 Billion 0.69% of portfolio
25,215
Q1 2025 Added 0.06%
$432B
$2.4 Billion 0.61% of portfolio
3
Q4 2024 New
$732M
$1.83 Billion 0.47% of portfolio
156,697
Q1 2025 Added 0.56%
$934B
$1.81 Billion 0.46% of portfolio
6,972
Q1 2025 Reduced 3.64%
$631B
$1.71 Billion 0.43% of portfolio
3,202
Q1 2025 Reduced 0.37%
$281B
$1.38 Billion 0.35% of portfolio
16,304
Q1 2025 Reduced 28.66%
$1.62T
$1.37 Billion 0.35% of portfolio
2,371
Q1 2025 Added 6.71%
$1.27B
$1.32 Billion 0.34% of portfolio
71,695
Q1 2025 Added 41.13%
$435B
$1.17 Billion 0.3% of portfolio
1,233
Q1 2025 Reduced 7.22%
$240B
$1.1 Billion 0.28% of portfolio
9,399
Q1 2025 Reduced 0.06%
$283B
$997 Million 0.25% of portfolio
1,903
Q1 2025 Reduced 11.65%
$1.07T
$942 Million 0.24% of portfolio
6,089
Q1 2025 Added 6.79%
$38.4B
$891 Million 0.23% of portfolio
3,203
Q1 2025 Reduced 22.65%
$30.5B
$893 Million 0.23% of portfolio
7,180
Q1 2025 Reduced 22.02%
$52.8B
$900 Million 0.23% of portfolio
911
Q1 2025 Reduced 21.26%
$236M
$772 Million 0.2% of portfolio
76,320
Q4 2024 New
$216B
$779 Million 0.2% of portfolio
2,495
Q1 2025 Added 4.18%
$539B
$781 Million 0.2% of portfolio
1,425
Q1 2025 Added 0.14%
$263B
$756 Million 0.19% of portfolio
8,609
Q1 2025 Added 0.43%
$64.4B
$694 Million 0.18% of portfolio
6,240
Q1 2025 Reduced 27.8%
$116B
$724 Million 0.18% of portfolio
2,396
Q1 2025 Reduced 24.13%
$300B
$728 Million 0.18% of portfolio
4,349
Q1 2025 Added 10.27%
$373B
$656 Million 0.17% of portfolio
3,847
Q1 2025 Added 11.47%
$748B
$637 Million 0.16% of portfolio
771
Q1 2025 Added 0.92%
$148B
$638 Million 0.16% of portfolio
1,713
Q1 2025 Reduced 20.62%
$140B
$574 Million 0.15% of portfolio
2,459
Q1 2025 Reduced 0.45%
$52.6B
$591 Million 0.15% of portfolio
3,833
Q1 2025 Reduced 19.9%
$36.9B
$593 Million 0.15% of portfolio
2,445
Q1 2025 Reduced 21.88%
$128B
$596 Million 0.15% of portfolio
1,950
Q1 2025 Reduced 18.61%
$187B
$538 Million 0.14% of portfolio
1,725
Q1 2025 Reduced 16.63%
$172B
$545 Million 0.14% of portfolio
1,072
Q1 2025 Added 0.37%
$636B
$550 Million 0.14% of portfolio
3,937
Q1 2025 Reduced 3.6%
$125B
$551 Million 0.14% of portfolio
2,730
Q1 2025 Reduced 22.04%
$159B
$552 Million 0.14% of portfolio
1,772
Q1 2025 Added 6.11%
$238B
$562 Million 0.14% of portfolio
1,029
Q1 2025 Added 65.43%
$102B
$564 Million 0.14% of portfolio
3,272
Q1 2025 Added 0.09%
$474B
$508 Million 0.13% of portfolio
4,271
Q1 2025 Added 7.42%
$23.7B
$495 Million 0.13% of portfolio
4,083
Q1 2025 Added 0.22%
$113B
$469 Million 0.12% of portfolio
2,800
Q1 2025 Reduced 0.96%
$177B
$470 Million 0.12% of portfolio
2,613
Q1 2025 Added 1.71%
$17.1B
$418 Million 0.11% of portfolio
920
Q1 2025 Added 0.22%
$145B
$420 Million 0.11% of portfolio
1,779
Q1 2025 Added 0.57%
$82.7B
$428 Million 0.11% of portfolio
3,907
Q1 2025 Reduced 11.79%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $394 Billion
  • Prior Value $413 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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