Atlas Legacy Advisors, LLC Purchases and Sells in Q1 2025

Atlas Legacy Advisors, LLC

$394 Billion
Q1 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	29.7K + 110.64%	$507.05 - $563.67 $15M - $16.7M	56.5K $29B
JPST	90.6K + 726.0%	$50.39 - $50.66 $4.57M - $4.59M	103K $5.22B
IJH	42.6K + 183.46%	$57.21 - $65.8 $2.44M - $2.8M	65.8K $3.84B
HDV	6.61K + 58.13%	$110.86 - $121.12 $733K - $801K	18K $2.14B
INMD	20.9K + 41.13%	$15.9 - $19.4 $332K - $405K	71.7K $1.32B
GS	407 + 65.43%	$524.81 - $672.19 $214K - $274K	1.03K $562M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	81.5K New	$192.82 - $222.1 $15.7M - $18.1M	81.5K $16.5B
RWL	154K New	$96.9 - $104.39 $14.9M - $16.1M	154K $15.5B
IEFA	102K New	$69.57 - $78.65 $7.1M - $8.02M	102K $7.72B
GTO	123K New	$45.9 - $47.37 $5.65M - $5.84M	123K $5.76B
ACWX	76.4K New	$51.39 - $57.43 $3.93M - $4.39M	76.4K $4.35B
SPTL	130K New	$25.54 - $27.64 $3.33M - $3.6M	130K $3.51B

Top Sells

Reduced Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	-124K - 44.63%	$82.81 - $92.93 $10.3M - $11.5M	154K $13.1B
VTI	-31.6K - 77.63%	$271.18 - $303.12 $8.58M - $9.59M	9.12K $2.51B
CGGR	-242K - 81.47%	$33.98 - $39.84 $8.22M - $9.64M	55K $1.99B
VGT	-13.4K - 61.08%	$542.38 - $646.34 $7.27M - $8.66M	8.54K $4.86B
CGDV	-233K - 81.15%	$34.95 - $37.36 $8.13M - $8.69M	54.1K $1.97B
IJR	-60.1K - 48.39%	$102.49 - $119.96 $6.16M - $7.21M	64.1K $6.71B

Activity Summary All Purchases 53 New Holdings 12 Increased Positions 41 All Sells 111 Reductions 111 Sold out 0 Calls 0 Puts 0

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