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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.2B
$274 Million 0.07% of portfolio
2,927
Q1 2025 Reduced 14.42%
$193B
$217 Million 0.06% of portfolio
565
Q1 2025 Added 3.1%
$99.5B
$217 Million 0.06% of portfolio
616
Q1 2025 Reduced 0.32%
$331B
$221 Million 0.06% of portfolio
1,053
Q1 2025 Reduced 34.72%
$282B
$221 Million 0.06% of portfolio
1,395
Q1 2025 New
$70.7B
$223 Million 0.06% of portfolio
2,025
Q1 2025 Reduced 3.11%
$0
$224 Million 0.06% of portfolio
2,878
Q1 2025 Reduced 6.1%
$0
$227 Million 0.06% of portfolio
2,146
Q1 2025 Reduced 27.25%
$284B
$250 Million 0.06% of portfolio
3,486
Q4 2024 New
$0
$243 Million 0.06% of portfolio
2,673
Q1 2025 Reduced 0.56%
$34.5B
$240 Million 0.06% of portfolio
4,135
Q1 2025 Reduced 20.98%
$0
$236 Million 0.06% of portfolio
1,182
Q1 2025 Added 11.09%
$182B
$227 Million 0.06% of portfolio
5,004
Q1 2025 Reduced 2.7%
$99.4B
$201 Million 0.05% of portfolio
2,049
Q1 2025 New
$4.3B
$202 Million 0.05% of portfolio
4,131
Q1 2025 Reduced 38.65%
$46.3B
$203 Million 0.05% of portfolio
970
Q1 2025 Reduced 0.41%
$0
$207 Million 0.05% of portfolio
4,141
Q1 2025 Reduced 28.68%
$26.1B
$212 Million 0.05% of portfolio
1,943
Q1 2025 Reduced 4.24%
$356B
$214 Million 0.05% of portfolio
5,127
Q1 2025 Added 2.38%
$181B
$214 Million 0.05% of portfolio
1,427
Q1 2025 New
$0
$215 Million 0.05% of portfolio
2,745
Q1 2025 New
$0
$216 Million 0.05% of portfolio
2,402
Q1 2025 Reduced 48.7%
$15.6B
$54 Million 0.01% of portfolio
17,356
Q1 2025 Added 5.01%
$1.42B
$47.4 Million 0.01% of portfolio
10,082
Q1 2025 Reduced 1.82%
Lixte Biotechnology Hldgs In
-
$17.2 Million 0.0% of portfolio
-
Q4 2024 New

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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