Atlas Legacy Advisors, LLC Incresed Positions in Q1 2025

Atlas Legacy Advisors, LLC

  • $394 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29.7K
+ 110.64%
$507.05 - $563.67 $15M - $16.7M
56.5K $29B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
90.6K
+ 726.0%
$50.39 - $50.66 $4.57M - $4.59M
103K $5.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.6K
+ 183.46%
$57.21 - $65.8 $2.44M - $2.8M
65.8K $3.84B
HDV
Ishares Core High Dividend ETF

ETFs
6.61K
+ 58.13%
$110.86 - $121.12 $733K - $801K
18K $2.14B
INMD
In Mode Ltd.

Healthcare
20.9K
+ 41.13%
$15.9 - $19.4 $332K - $405K
71.7K $1.32B
GS
Goldman Sachs Group Inc

Financial Services
407
+ 65.43%
$524.81 - $672.19 $214K - $274K
1.03K $562M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
490
+ 0.93%
$58.01 - $64.46 $28.4K - $31.6K
53.1K $3.3B
CVX
Chevron Corp

Energy
405
+ 10.27%
$146.71 - $167.97 $59.4K - $68K
4.35K $728M
JPM
Jpmorgan Chase & CO

Financial Services
208
+ 1.28%
$225.19 - $279.95 $46.8K - $58.2K
16.4K $4.02B
JNJ
Johnson & Johnson

Healthcare
535
+ 30.8%
$142.06 - $167.7 $76K - $89.7K
2.27K $377M
AMGN
Amgen Inc

Healthcare
102
+ 6.11%
$258.59 - $327.36 $26.4K - $33.4K
1.77K $552M
MDLZ
Mondelez International, Inc.

Consumer Defensive
891
+ 20.76%
$56.12 - $68.15 $50K - $60.7K
5.18K $352M
CGXU
Capital Group Intl Focus Equit

ETFs
21
+ 0.03%
$24.48 - $26.59 $514 - $558
73.1K $1.89B
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 4.18%
$279.74 - $321.29 $28K - $32.1K
2.5K $779M
XOM
Exxon Mobil Corp

Energy
295
+ 7.42%
$105.44 - $118.93 $31.1K - $35.1K
4.27K $508M
VLUE
Ishares Msci Usa Value Factor

ETFs
643
+ 23.1%
$104.89 - $113.56 $67.4K - $73K
3.43K $371M
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.09%
$142.8 - $176.36 $428 - $529
3.27K $564M
PG
Procter & Gamble CO

Consumer Defensive
396
+ 11.47%
$158.56 - $176.26 $62.8K - $69.8K
3.85K $656M
META
Meta Platforms, Inc.

Communication Services
149
+ 6.71%
$576.36 - $736.67 $85.9K - $110K
2.37K $1.37B
BP
Bp PLC

Energy
241
+ 2.21%
$29.93 - $35.31 $7.21K - $8.51K
11.1K $376M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
758
+ 15.21%
$59.15 - $62.71 $44.8K - $47.5K
5.74K $351M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.92%
$725.72 - $929.72 $5.08K - $6.51K
771 $637M
CTAS
Cintas Corp

Industrials
4
+ 0.27%
$182.09 - $208.14 $728 - $833
1.51K $311M
MA
Mastercard Inc

Financial Services
2
+ 0.14%
$504.67 - $576.31 $1.01K - $1.15K
1.43K $781M
XYL
Xylem Inc.

Industrials
9
+ 0.22%
$114.02 - $132.04 $1.03K - $1.19K
4.08K $495M
UNP
Union Pacific Corp

Industrials
10
+ 0.57%
$225.21 - $254.42 $2.25K - $2.54K
1.78K $420M
SPGI
S&P Global Inc.

Financial Services
4
+ 0.37%
$478.26 - $543.77 $1.91K - $2.18K
1.07K $545M
CHD
Church & Dwight CO Inc

Consumer Defensive
12
+ 0.36%
$101.42 - $113.2 $1.22K - $1.36K
3.37K $363M
QCOM
Qualcomm Inc

Technology
58
+ 3.51%
$151.94 - $175.86 $8.81K - $10.2K
1.71K $263M
IWM
Ishares Russell 2000 ETF

ETFs
118
+ 11.09%
$198.1 - $229.79 $23.4K - $27.1K
1.18K $236M
WIT
Wipro LTD

Technology
828
+ 5.01%
$3.0 - $3.77 $2.48K - $3.12K
17.4K $54M
BAC
Bank Of America Corp

Financial Services
119
+ 2.38%
$39.61 - $47.74 $4.71K - $5.68K
5.13K $214M
TXN
Texas Instruments Inc

Technology
44
+ 1.71%
N/A
2.61K $470M
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.43%
$84.5 - $105.05 $3.13K - $3.89K
8.61K $756M
FDS
Factset Research Systems Inc

Financial Services
2
+ 0.22%
$427.5 - $476.51 $855 - $953
920 $418M
ADBE
Adobe Inc.

Technology
17
+ 3.1%
$377.84 - $464.11 $6.42K - $7.89K
565 $217M
GOOGL
Alphabet Inc.

Communication Services
387
+ 6.79%
$154.33 - $206.19 $59.7K - $79.8K
6.09K $942M
GES
Guess Inc

Consumer Cyclical
868
+ 0.56%
$9.27 - $14.23 $8.05K - $12.4K
157K $1.83B
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 2.44%
$190.26 - $242.06 $70.6K - $89.8K
15.5K $2.96B
NVDA
Nvidia Corp

Technology
15
+ 0.06%
$106.98 - $149.43 $1.6K - $2.24K
25.2K $2.73B
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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