Atlas Legacy Advisors, LLC Purchases in Q4 2024

Atlas Legacy Advisors, LLC

  • $413 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
240K
New
$148.14 - $166.23 $35.6M - $39.9M
240K $38.3B
IVV
Ishares Core S&P 500 ETF

ETFs
51.7K
New
$570.51 - $610.59 $29.5M - $31.5M
51.7K $30.4B
IWR
Ishares Russell Mid Cap ETF

ETFs
278K
New
$87.25 - $95.52 $24.3M - $26.6M
278K $24.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.8K
New
$521.84 - $558.82 $14M - $15M
26.8K $14.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
124K
New
$113.92 - $127.38 $14.2M - $15.8M
124K $14.3B
VGT
Vanguard Information Technolog

ETFs
21.9K
New
$571.78 - $647.97 $12.5M - $14.2M
21.9K $13.6B
VTI
Vanguard Total Stock Market Et

ETFs
40.7K
New
$280.04 - $302.45 $11.4M - $12.3M
40.7K $11.8B
PWZ
Invesco California Amt Free Mu

ETFs
449K
New
$24.49 - $25.25 $11M - $11.3M
449K $11.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
297K
New
$34.49 - $39.24 $10.2M - $11.7M
297K $11B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
502K
New
N/A
502K $10.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
56.1K
New
$174.22 - $187.62 $9.77M - $10.5M
56.1K $9.82B
AAPL
Apple Inc.

Technology
38.4K
New
$221.69 - $259.02 $8.52M - $9.96M
38.4K $9.63B
VHT
Vanguard Health Care ETF

ETFs
37.9K
New
$250.81 - $283.3 $9.51M - $10.7M
37.9K $9.62B
EFA
Ishares Tr Msci Eafe ETF

ETFs
125K
New
$75.1 - $82.99 $9.38M - $10.4M
125K $9.45B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
73.6K
New
$126.68 - $134.74 $9.33M - $9.92M
73.6K $9.39B
MSFT
Microsoft Corp

Technology
17.7K
New
$406.35 - $454.46 $7.2M - $8.06M
17.7K $7.47B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
58.8K
New
$119.61 - $136.3 $7.03M - $8.01M
58.8K $7.26B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
49.9K
New
$124.61 - $133.96 $6.22M - $6.68M
49.9K $6.43B
FVD
First Tr Value Line Divid Inde

ETFs
139K
New
$43.4 - $46.7 $6.05M - $6.51M
139K $6.08B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
49.1K
New
$100.18 - $109.1 $4.92M - $5.35M
49.1K $5.15B
XLK
Technology Sector Spdr

ETFs
20.1K
New
$220.26 - $241.44 $4.42M - $4.84M
20.1K $4.66B
EEM
Ishares Msci Emerging Markets

ETFs
111K
New
$41.82 - $47.36 $4.65M - $5.26M
111K $4.65B
GOOG
Alphabet Inc.

Communication Services
22.1K
New
$163.08 - $198.16 $3.6M - $4.37M
22.1K $4.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.16K
New
$567.81 - $607.81 $4.07M - $4.35M
7.16K $4.2B
VNQ
Vanguard Specialized Funds Van

ETFs
46.9K
New
$87.85 - $98.6 $4.12M - $4.62M
46.9K $4.18B
JPM
Jpmorgan Chase & CO

Financial Services
16.2K
New
$205.18 - $250.29 $3.32M - $4.05M
16.2K $3.88B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
36.2K
New
$104.52 - $115.08 $3.78M - $4.16M
36.2K $3.82B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
66.1K
New
$55.45 - $61.08 $3.66M - $4.04M
66.1K $3.66B
NVDA
Nvidia Corp

Technology
25.2K
New
$117.0 - $148.88 $2.95M - $3.75M
25.2K $3.38B
AMZN
Amazon Com Inc

Consumer Cyclical
15.2K
New
$180.88 - $232.93 $2.75M - $3.54M
15.2K $3.33B
ALL
Allstate Corp

Financial Services
16.2K
New
$181.25 - $208.2 $2.94M - $3.37M
16.2K $3.12B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
52.6K
New
$58.88 - $64.8 $3.1M - $3.41M
52.6K $3.1B
TSLA
Tesla, Inc.

Consumer Cyclical
7.24K
New
$213.65 - $479.86 $1.55M - $3.47M
7.24K $2.92B
GBIL
Goldman Sachs Access Treasury

ETFs
25.5K
New
$99.85 - $100.22 $2.54M - $2.55M
25.5K $2.54B
VUG
Vanguard Growth ETF

ETFs
5.51K
New
$378.79 - $428.11 $2.09M - $2.36M
5.51K $2.26B
GES
Guess Inc

Consumer Cyclical
156K
New
$13.66 - $19.87 $2.13M - $3.1M
156K $2.19B
CMF
Ishares California Muni Bond E

ETFs
38K
New
$56.66 - $58.1 $2.15M - $2.2M
38K $2.17B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
43.4K
New
$47.77 - $51.75 $2.07M - $2.25M
43.4K $2.1B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$664750.0 - $724132.5 $1.99M - $2.17M
3 $2.04B
VB
Vanguard Small Cap ETF

ETFs
7.58K
New
$233.76 - $261.58 $1.77M - $1.98M
7.58K $1.82B
CGXU
Capital Group Intl Focus Equit

ETFs
73K
New
$24.67 - $26.94 $1.8M - $1.97M
73K $1.8B
PLTR
Palantir Technologies Inc.

Technology
22.9K
New
$36.46 - $82.38 $833K - $1.88M
22.9K $1.73B
OMFL
Invesco Exchange Traded Self I

ETFs
28.7K
New
$52.49 - $56.58 $1.51M - $1.63M
28.7K $1.56B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.21K
New
$442.29 - $483.08 $1.42M - $1.55M
3.21K $1.46B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.1K
New
$44.04 - $49.49 $1.46M - $1.64M
33.1K $1.46B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.2K
New
$61.68 - $67.87 $1.43M - $1.58M
23.2K $1.45B
META
Meta Platforms, Inc.

Communication Services
2.22K
New
$554.08 - $632.68 $1.23M - $1.41M
2.22K $1.3B
VEA
Vanguard Ftse Developed Market

ETFs
27K
New
$47.57 - $52.44 $1.29M - $1.42M
27K $1.29B
VTV
Vanguard Value ETF

ETFs
7.62K
New
$168.32 - $181.87 $1.28M - $1.39M
7.62K $1.29B
Activity Summary
Buys All Purchases 173 New Holdings 173 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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