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
HDV
Ishares Core High Dividend ETF

ETFs
11.4K
New
$110.82 - $121.28 $1.26M - $1.38M
11.4K $1.28B
HD
Home Depot, Inc.

Consumer Cyclical
3.23K
New
$385.02 - $431.37 $1.24M - $1.39M
3.23K $1.26B
GWW
W.W. Grainger, Inc.

Industrials
1.16K
New
$1023.06 - $1220.93 $1.18M - $1.41M
1.16K $1.22B
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
New
$873.59 - $994.69 $1.16M - $1.32M
1.33K $1.22B
MS
Morgan Stanley

Financial Services
9.41K
New
$104.42 - $134.99 $982K - $1.27M
9.41K $1.18B
VO
Vanguard Mid Cap ETF

ETFs
4.33K
New
$261.5 - $284.63 $1.13M - $1.23M
4.33K $1.14B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12.7K
New
$88.59 - $94.57 $1.12M - $1.2M
12.7K $1.13B
UNH
Unitedhealth Group Inc

Healthcare
2.15K
New
$485.52 - $625.25 $1.05M - $1.35M
2.15K $1.09B
GOOGL
Alphabet Inc.

Communication Services
5.7K
New
$161.86 - $196.66 $923K - $1.12M
5.7K $1.08B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18.4K
New
$45.39 - $62.98 $836K - $1.16M
18.4K $1.05B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
40.6K
New
$23.41 - $25.88 $951K - $1.05M
40.6K $951M
BRO
Brown & Brown, Inc.

Financial Services
9.21K
New
$100.93 - $113.42 $929K - $1.04M
9.21K $939M
ABC
Amerisourcebergen Corp

Healthcare
4.14K
New
N/A
4.14K $930M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.77K
New
$481.22 - $538.17 $853K - $954K
1.77K $906M
ACWI
Ishares Msci Acwi ETF

ETFs
7.63K
New
$117.05 - $123.03 $894K - $939K
7.63K $897M
AFL
Aflac Inc

Financial Services
8.64K
New
$100.37 - $115.27 $867K - $996K
8.64K $894M
CB
Chubb LTD

Financial Services
3.16K
New
$271.57 - $301.89 $858K - $953K
3.16K $873M
INMD
In Mode Ltd.

Healthcare
50.8K
New
$14.88 - $19.53 $756K - $992K
50.8K $848M
Linde PLC
2.03K
New
N/A
2.03K $848M
EEMV
Ishares Msci Emerging Markets

ETFs
14.5K
New
$57.85 - $63.11 $841K - $918K
14.5K $844M
VIG
Vanguard Dividend Appreciation

ETFs
4.2K
New
N/A
4.2K $822M
XLC
Select Sector Spdr Tr Communic

ETFs
8.29K
New
$89.66 - $102.16 $744K - $847K
8.29K $803M
SYK
Stryker Corp

Healthcare
2.16K
New
$345.14 - $392.15 $745K - $846K
2.16K $777M
WMT
Walmart Inc.

Consumer Defensive
8.57K
New
$79.1 - $95.7 $678K - $820K
8.57K $774M
IYR
Ishares Tr

ETFs
8.22K
New
$90.74 - $102.87 $746K - $845K
8.22K $765M
MA
Mastercard Inc

Financial Services
1.42K
New
$491.3 - $536.15 $699K - $763K
1.42K $749M
ADI
Analog Devices Inc

Technology
3.5K
New
$206.35 - $236.48 $723K - $828K
3.5K $744M
ACN
Accenture PLC

Technology
2.07K
New
$343.9 - $376.86 $712K - $780K
2.07K $728M
BR
Broadridge Financial Solutions, Inc.

Technology
3.13K
New
$209.64 - $236.44 $656K - $740K
3.13K $708M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
10.4K
New
$65.31 - $74.15 $681K - $773K
10.4K $704M
ADP
Automatic Data Processing Inc

Industrials
2.4K
New
$280.08 - $307.97 $671K - $738K
2.4K $701M
MCD
Mcdonalds Corp

Consumer Cyclical
2.4K
New
$288.47 - $316.54 $691K - $758K
2.4K $694M
ORCL
Oracle Corp

Technology
4.08K
New
$165.41 - $192.43 $676K - $786K
4.08K $681M
PAYX
Paychex Inc

Industrials
4.79K
New
$135.86 - $148.73 $650K - $712K
4.79K $671M
AVGO
Broadcom Inc.

Technology
2.83K
New
$159.67 - $250.0 $451K - $707K
2.83K $655M
LRGF
Ishares Tr

ETFs
10.5K
New
$58.25 - $63.26 $612K - $664K
10.5K $634M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.5K
New
$50.37 - $50.6 $629K - $631K
12.5K $629M
Blackrock Inc
609
New
N/A
609 $624M
LOW
Lowes Companies Inc

Consumer Cyclical
2.47K
New
$244.52 - $284.07 $604K - $702K
2.47K $610M
LLY
Eli Lilly & CO

Healthcare
764
New
$727.2 - $932.06 $556K - $712K
764 $590M
MPAA
Motorcar Parts America Inc

Consumer Cyclical
76.3K
New
$5.22 - $8.38 $398K - $640K
76.3K $580M
PG
Procter & Gamble CO

Consumer Defensive
3.45K
New
$161.05 - $179.7 $556K - $620K
3.45K $579M
CVX
Chevron Corp

Energy
3.94K
New
$141.15 - $162.53 $557K - $641K
3.94K $571M
DVY
Ishares Tr

ETFs
4.22K
New
$129.55 - $143.41 $547K - $605K
4.22K $554M
GD
General Dynamics Corp

Industrials
2.09K
New
$260.28 - $314.03 $543K - $655K
2.09K $550M
EMR
Emerson Electric CO

Industrials
4.43K
New
$108.13 - $134.33 $479K - $595K
4.43K $549M
IEMG
Ishares Inc

ETFs
10.2K
New
N/A
10.2K $534M
SPGI
S&P Global Inc.

Financial Services
1.07K
New
$480.36 - $529.17 $513K - $565K
1.07K $532M
PSX
Phillips 66

Energy
4.66K
New
$110.35 - $138.93 $514K - $647K
4.66K $531M
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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