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
BX
Blackstone Inc.

Financial Services
3.05K
New
$148.45 - $199.05 $453K - $607K
3.05K $526M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.9K
New
$48.33 - $49.08 $525K - $533K
10.9K $526M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
10.6K
New
$47.66 - $51.84 $506K - $551K
10.6K $509M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.27K
New
$148.29 - $166.93 $485K - $546K
3.27K $487M
MUB
Ishares National Muni Bond ETF

ETFs
4.54K
New
$105.78 - $108.7 $480K - $494K
4.54K $484M
ITW
Illinois Tool Works Inc

Industrials
1.9K
New
$253.56 - $278.5 $483K - $530K
1.9K $483M
TXN
Texas Instruments Inc

Technology
2.57K
New
N/A
2.57K $482M
FYX
First Tr Small Cap Core Alphad

ETFs
4.68K
New
$96.51 - $110.53 $452K - $518K
4.68K $473M
XYL
Xylem Inc.

Industrials
4.07K
New
$116.02 - $137.45 $473K - $560K
4.07K $473M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.42K
New
$49.79 - $51.14 $469K - $482K
9.42K $472M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.67K
New
$264.18 - $304.19 $441K - $508K
1.67K $468M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
21.3K
New
$20.92 - $23.57 $446K - $503K
21.3K $456M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.61K
New
$96.64 - $101.23 $446K - $467K
4.61K $447M
FDS
Factset Research Systems Inc

Financial Services
918
New
$449.69 - $495.72 $413K - $455K
918 $441M
ABT
Abbott Laboratories

Healthcare
3.88K
New
$111.93 - $119.39 $435K - $464K
3.88K $439M
AMGN
Amgen Inc

Healthcare
1.67K
New
$258.78 - $328.31 $432K - $548K
1.67K $435M
TJX
Tjx Companies Inc

Consumer Cyclical
3.58K
New
$112.15 - $127.2 $402K - $456K
3.58K $433M
NFLX
Netflix Inc

Communication Services
482
New
$687.65 - $936.56 $331K - $451K
482 $430M
XOM
Exxon Mobil Corp

Energy
3.98K
New
$105.51 - $125.37 $420K - $498K
3.98K $428M
RY
Royal Bank Of Canada

Financial Services
3.51K
New
$119.72 - $128.02 $421K - $450K
3.51K $423M
XLE
Energy Sector Spdr

ETFs
4.8K
New
$83.32 - $97.27 $400K - $467K
4.8K $411M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.8K
New
$51.58 - $52.91 $402K - $413K
7.8K $404M
UNP
Union Pacific Corp

Industrials
1.77K
New
$223.15 - $249.32 $395K - $441K
1.77K $403M
HON
Honeywell International Inc

Industrials
1.78K
New
$202.84 - $236.0 $361K - $421K
1.78K $403M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
8.14K
New
$47.26 - $48.18 $385K - $392K
8.14K $386M
CGCP
Capital Group Core Plus Income

ETFs
17.1K
New
$22.13 - $23.17 $379K - $397K
17.1K $381M
RTX
Raytheon Technologies Corp

Industrials
3.27K
New
$114.45 - $127.21 $374K - $416K
3.27K $378M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
7.48K
New
$48.12 - $52.79 $360K - $395K
7.48K $361M
GS
Goldman Sachs Group Inc

Financial Services
622
New
$486.1 - $608.57 $302K - $379K
622 $356M
CHD
Church & Dwight CO Inc

Consumer Defensive
3.36K
New
$99.11 - $112.25 $333K - $377K
3.36K $352M
Ark 21 Shares Bitcoin ETF
3.64K
New
N/A
3.64K $340M
CSCO
Cisco Systems, Inc.

Technology
5.48K
New
$52.45 - $60.02 $288K - $329K
5.48K $325M
BP
Bp PLC

Energy
10.9K
New
$28.16 - $33.14 $307K - $361K
10.9K $322M
V
Visa Inc.

Financial Services
1.02K
New
$273.87 - $320.91 $278K - $326K
1.02K $321M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
743
New
$417.69 - $450.94 $310K - $335K
743 $316M
NJR
New Jersey Resources Corp

Utilities
6.73K
New
$45.17 - $51.61 $304K - $347K
6.73K $314M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.46K
New
$69.58 - $74.87 $310K - $334K
4.46K $312M
SUB
Ishares Short Term National Mu

ETFs
2.95K
New
$104.94 - $106.2 $310K - $313K
2.95K $311M
CL
Colgate Palmolive CO

Consumer Defensive
3.42K
New
$90.22 - $102.31 $309K - $350K
3.42K $311M
SHW
Sherwin Williams CO

Basic Materials
904
New
$338.75 - $399.71 $306K - $361K
904 $307M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4.98K
New
$60.51 - $65.57 $302K - $327K
4.98K $303M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.78K
New
$104.01 - $115.38 $289K - $321K
2.78K $294M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.81K
New
$49.74 - $50.43 $289K - $293K
5.81K $289M
ABBV
Abb Vie Inc.

Healthcare
1.61K
New
$164.99 - $203.87 $266K - $329K
1.61K $287M
O
Realty Income Corp

Real Estate
5.23K
New
$51.76 - $64.71 $271K - $339K
5.23K $279M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.8K
New
$23.42 - $24.25 $276K - $286K
11.8K $278M
CTAS
Cintas Corp

Industrials
1.51K
New
$182.7 - $226.47 $275K - $341K
1.51K $275M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.2K
New
$51.33 - $53.74 $267K - $279K
5.2K $268M
EMGF
Ishares Msci Emerging Markets

ETFs
5.9K
New
$45.23 - $51.49 $267K - $304K
5.9K $267M
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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