Atlas Legacy Advisors, LLC Portfolio Holdings by Sector
Atlas Legacy Advisors, LLC
- $413 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IYW IVV IWR VOO IJR VGT PWZ CGGR 79 stocks |
$309 Million
75.08% of portfolio
|
79
|
- |
79
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$12.6 Million
3.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL ADBE CRWD 5 stocks |
$10.3 Million
2.52% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.63 Million
2.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$6.58 Million
1.6% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI AVGO TXN AMD QCOM TSM 7 stocks |
$6.23 Million
1.52% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY WFC BAC 4 stocks |
$4.77 Million
1.16% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4.65 Million
1.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$4 Million
0.97% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$3.5 Million
0.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.33 Million
0.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.92 Million
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
GES TJX 2 stocks |
$2.62 Million
0.64% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
INMD SYK ABT 3 stocks |
$2.06 Million
0.5% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.99 Million
0.48% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.87 Million
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN ABBV JNJ MRK 5 stocks |
$1.81 Million
0.44% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS 2 stocks |
$1.54 Million
0.37% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ITW XYL 3 stocks |
$1.5 Million
0.37% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN BR WIT 3 stocks |
$1.49 Million
0.36% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE FDS 3 stocks |
$1.46 Million
0.36% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1.37 Million
0.33% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP 3 stocks |
$1.32 Million
0.32% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD CL 3 stocks |
$1.24 Million
0.3% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$1.22 Million
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX LHX 3 stocks |
$1.13 Million
0.28% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.09 Million
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.07 Million
0.26% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$939,298
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$930,400
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$894,032
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$694,287
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MPAA QS 2 stocks |
$633,328
0.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW PPG 2 stocks |
$549,661
0.13% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$530,572
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$526,053
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$429,616
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$423,193
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$403,403
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$402,536
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$324,594
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$314,094
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$279,495
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$275,329
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$263,549
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$256,361
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|