Atlas Legacy Advisors, LLC Portfolio Holdings

Atlas Legacy Advisors, LLC

  • $413 Billion
  • Q4 2024

Atlas Legacy Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $413 Billion distributed in 173 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 $38.3B, Ishares Core S&P 500 ETF with a value of $30.4B, Ishares Russell Mid Cap ETF with a value of $24.6B, Vanguard Index Fds S&P 500 ETF with a value of $14.4B, and Ishares Core S&P Sm Cap ETF with a value of $14.3B.

Examining the 13F form we can see an increase of $413B in the current position value.

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 $413 Billion
ETFs: $326 Billion
Technology: $28 Billion
Financial Services: $18.7 Billion
Consumer Cyclical: $12.1 Billion
Communication Services: $7.44 Billion
Industrials: $6.57 Billion
Healthcare: $5.9 Billion
Consumer Defensive: $3.49 Billion
Other: $2.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.1B
$441 Million 0.11% of portfolio
918
Q4 2024 New
$153B
$435 Million 0.11% of portfolio
1,670
Q4 2024 New
$187B
$468 Million 0.11% of portfolio
3,874
Q4 2024 New
$435B
$430 Million 0.1% of portfolio
482
Q4 2024 New
$145B
$433 Million 0.1% of portfolio
3,581
Q4 2024 New
$170B
$423 Million 0.1% of portfolio
3,513
Q4 2024 New
$152B
$403 Million 0.1% of portfolio
1,769
Q4 2024 New
$445B
$428 Million 0.1% of portfolio
3,976
Q4 2024 New
$150B
$403 Million 0.1% of portfolio
1,782
Q4 2024 New
$219B
$356 Million 0.09% of portfolio
622
Q4 2024 New
$25.6B
$352 Million 0.09% of portfolio
3,361
Q4 2024 New
$190B
$378 Million 0.09% of portfolio
3,268
Q4 2024 New
$559B
$321 Million 0.08% of portfolio
1,016
Q4 2024 New
$4.61B
$314 Million 0.08% of portfolio
6,733
Q4 2024 New
$249B
$325 Million 0.08% of portfolio
5,483
Q4 2024 New
$95.2B
$322 Million 0.08% of portfolio
10,897
Q4 2024 New
$20.4B
$275 Million 0.07% of portfolio
1,507
Q4 2024 New
$325B
$287 Million 0.07% of portfolio
1,613
Q4 2024 New
$33.7B
$279 Million 0.07% of portfolio
5,233
Q4 2024 New
$92.8B
$307 Million 0.07% of portfolio
904
Q4 2024 New
$203B
$244 Million 0.06% of portfolio
548
Q4 2024 New
$398B
$251 Million 0.06% of portfolio
1,737
Q4 2024 New
$79.5B
$256 Million 0.06% of portfolio
4,292
Q4 2024 New
$250B
$249 Million 0.06% of portfolio
2,504
Q4 2024 New
$299B
$245 Million 0.06% of portfolio
3,486
Q4 2024 New
$1.09T
$245 Million 0.06% of portfolio
1,239
Q4 2024 New
$27.1B
$242 Million 0.06% of portfolio
2,029
Q4 2024 New
$194B
$254 Million 0.06% of portfolio
1,653
Q4 2024 New
$83.3B
$264 Million 0.06% of portfolio
2,090
Q4 2024 New
$165B
$206 Million 0.05% of portfolio
5,143
Q4 2024 New
$372B
$220 Million 0.05% of portfolio
5,008
Q4 2024 New
$40.6B
$205 Million 0.05% of portfolio
974
Q4 2024 New
$85.5B
$211 Million 0.05% of portfolio
618
Q4 2024 New
$148B
$218 Million 0.05% of portfolio
5,796
Q4 2024 New
$20.1B
$58.5 Million 0.01% of portfolio
16,528
Q4 2024 New
$1.84B
$53.3 Million 0.01% of portfolio
10,269
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $413 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 173 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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