Atlas Legacy Advisors, LLC Incresed Positions in Q2 2025

Atlas Legacy Advisors, LLC

  • $454 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
167K
+ 449.7%
$54.52 - $56.7 $9.09M - $9.45M
204K $11.4B
VGT
Vanguard Information Technolog

ETFs
7.62K
+ 89.23%
$470.37 - $663.28 $3.58M - $5.05M
16.2K $10.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.65K
+ 4.69%
$456.74 - $568.03 $1.21M - $1.51M
59.1K $33.6B
EEM
Ishares Msci Emerging Markets

ETFs
65.4K
+ 61.3%
$38.52 - $48.28 $2.52M - $3.16M
172K $8.3B
MSFT
Microsoft Corp

Technology
737
+ 4.38%
$354.56 - $497.45 $261K - $367K
17.6K $8.74B
NVDA
Nvidia Corp

Technology
6.58K
+ 26.09%
$94.31 - $157.99 $620K - $1.04M
31.8K $5.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.8K
+ 48.4%
$51.16 - $62.02 $1.63M - $1.97M
97.6K $6.05B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
293
+ 0.36%
$171.4 - $227.1 $50.2K - $66.5K
81.7K $18.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.04K
+ 19.94%
$152.93 - $181.74 $1.38M - $1.64M
54.4K $9.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.56K
+ 41.95%
$496.48 - $617.85 $1.27M - $1.58M
8.65K $5.34B
IEFA
Ishares Tr

ETFs
12.1K
+ 11.83%
$67.83 - $84.09 $819K - $1.01M
114K $9.52B
VB
Vanguard Small Cap ETF

ETFs
6.54K
+ 114.04%
$193.73 - $237.37 $1.27M - $1.55M
12.3K $2.91B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.9K
+ 59.78%
$72.96 - $90.39 $1.16M - $1.44M
42.5K $3.8B
VUG
Vanguard Growth ETF

ETFs
2.29K
+ 67.28%
$329.49 - $438.4 $754K - $1M
5.69K $2.49B
VTI
Vanguard Total Stock Market Et

ETFs
2.99K
+ 32.74%
$243.75 - $303.93 $728K - $907K
12.1K $3.68B
AMZN
Amazon Com Inc

Consumer Cyclical
2.39K
+ 15.4%
$167.32 - $223.3 $401K - $535K
17.9K $3.94B
PLTR
Palantir Technologies Inc.

Technology
887
+ 5.44%
$74.01 - $144.25 $65.6K - $128K
17.2K $2.34B
AAPL
Apple Inc.

Technology
6.58K
+ 18.95%
$172.42 - $223.89 $1.13M - $1.47M
41.3K $8.47B
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.21K
+ 0.79%
$89.02 - $104.29 $108K - $127K
155K $16.2B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
712
+ 1.22%
$101.93 - $128.63 $72.6K - $91.6K
59.2K $7.61B
TSLA
Tesla, Inc.

Consumer Cyclical
921
+ 13.21%
$221.86 - $362.89 $204K - $334K
7.89K $2.51B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.32K
+ 7.06%
$50.08 - $63.14 $216K - $273K
65.6K $4.14B
DVY
Ishares Tr

ETFs
4.99K
+ 118.21%
$118.37 - $134.86 $591K - $673K
9.21K $1.22B
AVGO
Broadcom Inc.

Technology
1.2K
+ 43.0%
$146.29 - $275.65 $176K - $332K
4K $1.1B
META
Meta Platforms, Inc.

Communication Services
318
+ 13.41%
$484.66 - $738.09 $154K - $235K
2.69K $1.98B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.98K
+ 2.78%
$114.78 - $133.31 $228K - $264K
73.2K $9.76B
XLC
Select Sector Spdr Tr Communic

ETFs
4.84K
+ 139.78%
$86.13 - $108.53 $416K - $525K
8.29K $900M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.55K
+ 28.83%
$39.89 - $49.46 $341K - $423K
38.2K $1.89B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
546
+ 1.14%
$108.06 - $135.3 $59K - $73.9K
48.6K $6.58B
VEA
Vanguard Ftse Developed Market

ETFs
7.24K
+ 29.5%
$45.65 - $57.01 $331K - $413K
31.8K $1.81B
QQQ
Invesco Qqq Trust, Series 1

ETFs
681
+ 55.77%
$416.06 - $551.64 $283K - $376K
1.9K $1.05B
VTV
Vanguard Value ETF

ETFs
2.49K
+ 34.54%
$153.67 - $176.74 $383K - $440K
9.71K $1.72B
VIG
Vanguard Dividend Appreciation

ETFs
2.11K
+ 93.36%
N/A
4.37K $894M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
393
+ 0.82%
$86.93 - $109.64 $34.2K - $43.1K
48.6K $5.32B
NFLX
Netflix Inc

Communication Services
210
+ 57.85%
$855.86 - $1339.13 $180K - $281K
573 $767M
OMFL
Invesco Exchange Traded Self I

ETFs
6.09K
+ 30.0%
$48.43 - $57.78 $295K - $352K
26.4K $1.52B
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 26.93%
$908.13 - $1056.85 $301K - $351K
1.57K $1.55B
ABC
Amerisourcebergen Corp

Healthcare
1K
+ 31.35%
N/A
4.21K $1.26B
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 21.1%
$144.7 - $178.6 $186K - $230K
7.37K $1.3B
VO
Vanguard Mid Cap ETF

ETFs
922
+ 22.22%
$228.54 - $279.83 $211K - $258K
5.07K $1.42B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.41K
+ 93.63%
$46.22 - $57.51 $250K - $311K
11.2K $642M
AMD
Advanced Micro Devices Inc

Technology
1.4K
+ 43.87%
$78.21 - $143.81 $110K - $202K
4.6K $653M
GBIL
Goldman Sachs Access Treasury

ETFs
3.15K
+ 13.05%
$99.83 - $100.19 $314K - $316K
27.3K $2.73B
GWW
W.W. Grainger, Inc.

Industrials
245
+ 26.89%
$919.93 - $1101.66 $225K - $270K
1.16K $1.2B
GTO
Invesco Actively Managed ETF T

ETFs
5.56K
+ 4.51%
$45.73 - $47.2 $254K - $262K
129K $6.04B
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 6.79%
$49.07 - $59.23 $140K - $170K
45K $2.67B
FYX
First Tr Small Cap Core Alphad

ETFs
2.28K
+ 94.92%
$79.22 - $97.28 $181K - $222K
4.68K $455M
PSX
Phillips 66

Energy
1.95K
+ 71.92%
$92.87 - $125.73 $181K - $245K
4.65K $555M
CB
Chubb LTD

Financial Services
857
+ 35.77%
$274.32 - $302.46 $235K - $259K
3.25K $942M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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