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
$0
$33.3 Billion 8.46% of portfolio
222,465
Q1 2025 Reduced 7.33%
$0
$29 Billion 7.37% of portfolio
56,466
Q1 2025 Added 110.64%
$0
$28.2 Billion 7.17% of portfolio
50,215
Q1 2025 Reduced 2.82%
$0
$16.5 Billion 4.2% of portfolio
81,452
Q1 2025 New
$0
$15.5 Billion 3.93% of portfolio
154,187
Q1 2025 New
$0
$13.1 Billion 3.33% of portfolio
154,057
Q1 2025 Reduced 44.63%
$0
$10.7 Billion 2.71% of portfolio
444,988
Q1 2025 Reduced 0.96%
$0
$9.88 Billion 2.51% of portfolio
37,306
Q1 2025 Reduced 1.61%
$0
$9.18 Billion 2.33% of portfolio
71,214
Q1 2025 Reduced 3.26%
$0
$7.85 Billion 2.0% of portfolio
45,340
Q1 2025 Reduced 19.13%
$0
$7.72 Billion 1.96% of portfolio
102,024
Q1 2025 New
$3.22T
$7.71 Billion 1.96% of portfolio
34,726
Q1 2025 Reduced 9.67%
$0
$6.91 Billion 1.76% of portfolio
58,481
Q1 2025 Reduced 0.47%
$0
$6.71 Billion 1.7% of portfolio
64,124
Q1 2025 Reduced 48.39%
$3.49T
$6.32 Billion 1.61% of portfolio
16,831
Q1 2025 Reduced 5.05%
$0
$6.1 Billion 1.55% of portfolio
136,778
Q1 2025 Reduced 1.9%
$0
$5.76 Billion 1.46% of portfolio
123,184
Q1 2025 New
$0
$5.22 Billion 1.33% of portfolio
103,077
Q1 2025 Added 726.0%
$0
$4.88 Billion 1.24% of portfolio
48,166
Q1 2025 Reduced 1.86%
$0
$4.86 Billion 1.23% of portfolio
8,536
Q1 2025 Reduced 61.08%
$0
$4.66 Billion 1.18% of portfolio
106,645
Q1 2025 Reduced 4.02%
$0
$4.35 Billion 1.1% of portfolio
76,407
Q1 2025 New
$768B
$4.02 Billion 1.02% of portfolio
16,402
Q1 2025 Added 1.28%
$0
$3.84 Billion 0.98% of portfolio
65,785
Q1 2025 Added 183.46%
$0
$3.62 Billion 0.92% of portfolio
35,572
Q1 2025 Reduced 1.64%
$0
$3.51 Billion 0.89% of portfolio
130,330
Q1 2025 New
$0
$3.46 Billion 0.88% of portfolio
61,252
Q1 2025 Reduced 7.29%
$0
$3.41 Billion 0.87% of portfolio
6,093
Q1 2025 Reduced 14.94%
$1.03T
$3.44 Billion 0.87% of portfolio
22,044
Q1 2025 Reduced 0.11%
$55.9B
$3.35 Billion 0.85% of portfolio
16,191
Q1 2025 Reduced 0.04%
$0
$3.3 Billion 0.84% of portfolio
53,098
Q1 2025 Added 0.93%
$0
$3.14 Billion 0.8% of portfolio
142,214
Q1 2025 Reduced 71.67%
$2.12T
$2.96 Billion 0.75% of portfolio
15,548
Q1 2025 Added 2.44%
$0
$2.74 Billion 0.7% of portfolio
13,275
Q1 2025 Reduced 33.81%
$0
$2.76 Billion 0.7% of portfolio
30,532
Q1 2025 Reduced 34.9%
$349B
$2.73 Billion 0.69% of portfolio
25,215
Q1 2025 Added 0.06%
$0
$2.51 Billion 0.64% of portfolio
9,116
Q1 2025 Reduced 77.63%
$0
$2.42 Billion 0.62% of portfolio
42,159
Q1 2025 New
$440B
$2.4 Billion 0.61% of portfolio
3
Q4 2024 New
$0
$2.42 Billion 0.61% of portfolio
24,139
Q1 2025 Reduced 5.17%
$0
$2.17 Billion 0.55% of portfolio
26,575
Q1 2025 Reduced 78.73%
$0
$2.14 Billion 0.54% of portfolio
17,989
Q1 2025 Added 58.13%
$0
$2.09 Billion 0.53% of portfolio
37,072
Q1 2025 Reduced 2.31%
$0
$1.97 Billion 0.5% of portfolio
54,061
Q1 2025 Reduced 81.15%
$0
$1.99 Billion 0.5% of portfolio
55,038
Q1 2025 Reduced 81.47%
$0
$1.89 Billion 0.48% of portfolio
73,052
Q1 2025 Added 0.03%
$598M
$1.83 Billion 0.47% of portfolio
156,697
Q1 2025 Added 0.56%
$899B
$1.81 Billion 0.46% of portfolio
6,972
Q1 2025 Reduced 3.64%
$648B
$1.71 Billion 0.43% of portfolio
3,202
Q1 2025 Reduced 0.37%

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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