Atlas Legacy Advisors, LLC Reduced Holdings in Q2 2025

Atlas Legacy Advisors, LLC

  • $454 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PWZ
Invesco California Amt Free Mu

ETFs
-427K
- 96.03%
$22.71 - $24.18 $9.7M - $10.3M
17.7K $412M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-61.8K
- 80.92%
$49.48 - $61.22 $3.06M - $3.78M
14.6K $889M
VHT
Vanguard Health Care ETF

ETFs
-478
- 1.28%
$236.71 - $261.92 $113K - $125K
36.8K $9.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.96K
- 13.97%
$90.56 - $109.49 $811K - $981K
55.2K $6.03B
UNH
Unitedhealth Group Inc

Healthcare
-756
- 39.73%
$274.35 - $599.47 $207K - $453K
1.15K $358M
ACWI
Ishares Msci Acwi ETF

ETFs
-5.42K
- 70.93%
$103.59 - $128.6 $561K - $696K
2.22K $285M
HDV
Ishares Core High Dividend ETF

ETFs
-5.06K
- 28.11%
$108.41 - $120.51 $548K - $609K
12.9K $1.52B
IWR
Ishares Russell Mid Cap ETF

ETFs
-18K
- 11.67%
$74.88 - $91.97 $1.35M - $1.65M
136K $12.5B
CGDV
Capital Group Divid Value ETF

ETFs
-12.3K
- 22.76%
$31.93 - $39.49 $393K - $486K
41.8K $1.65B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-14.2K
- 36.2%
$22.61 - $26.12 $320K - $370K
24.9K $652M
AMGN
Amgen Inc

Healthcare
-493
- 27.82%
$262.28 - $309.85 $129K - $153K
1.28K $357M
ABT
Abbott Laboratories

Healthcare
-1.38K
- 41.61%
$123.95 - $138.08 $172K - $191K
1.94K $264M
UNP
Union Pacific Corp

Industrials
-719
- 40.42%
$208.27 - $238.46 $150K - $171K
1.06K $244M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.26K
- 37.39%
$91.57 - $110.76 $115K - $140K
2.11K $203M
PG
Procter & Gamble CO

Consumer Defensive
-560
- 14.56%
$157.66 - $172.39 $88.3K - $96.5K
3.29K $524M
BX
Blackstone Inc.

Financial Services
-1.03K
- 42.11%
$120.07 - $151.11 $124K - $156K
1.42K $212M
FDS
Factset Research Systems Inc

Financial Services
-229
- 24.89%
$398.85 - $473.32 $91.3K - $108K
691 $309M
VNQ
Vanguard Specialized Funds Van

ETFs
-619
- 2.03%
$79.79 - $91.42 $49.4K - $56.6K
29.9K $2.66B
CGXU
Capital Group Intl Focus Equit

ETFs
-6.45K
- 8.83%
$21.44 - $27.35 $138K - $176K
66.6K $1.81B
BP
Bp PLC

Energy
-873
- 7.84%
$26.11 - $33.81 $22.8K - $29.5K
10.3K $307M
ACN
Accenture PLC

Technology
-154
- 8.93%
$279.23 - $323.21 $43K - $49.8K
1.57K $470M
LOW
Lowes Companies Inc

Consumer Cyclical
-165
- 6.71%
$210.83 - $235.28 $34.8K - $38.8K
2.29K $509M
LLY
Eli Lilly & CO

Healthcare
-17
- 2.2%
$713.71 - $898.95 $12.1K - $15.3K
754 $588M
ITW
Illinois Tool Works Inc

Industrials
-168
- 9.59%
$218.41 - $252.43 $36.7K - $42.4K
1.58K $392M
SPGI
S&P Global Inc.

Financial Services
-103
- 9.61%
$438.31 - $527.29 $45.1K - $54.3K
969 $511M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-125
- 2.83%
$68.13 - $74.77 $8.52K - $9.35K
4.3K $313M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-44
- 0.21%
$20.16 - $23.26 $887 - $1.02K
21.3K $464M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-238
- 1.78%
$85.42 - $94.39 $20.3K - $22.5K
13.2K $1.23B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-37
- 0.5%
$42.44 - $49.08 $1.57K - $1.82K
7.39K $354M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-77
- 1.34%
$55.57 - $62.73 $4.28K - $4.83K
5.66K $349M
AOA
Ishares Tr Core Aggressive All

ETFs
-100
- 3.47%
$69.46 - $83.4 $6.95K - $8.34K
2.78K $232M
WFC
Wells Fargo & Company

Financial Services
-145
- 4.16%
$60.98 - $80.12 $8.84K - $11.6K
3.34K $268M
ICE
Intercontinental Exchange, Inc.

Financial Services
-81
- 2.48%
$151.62 - $183.47 $12.3K - $14.9K
3.19K $585M
XYL
Xylem Inc.

Industrials
-86
- 2.11%
$102.86 - $129.5 $8.85K - $11.1K
4K $517M
CTAS
Cintas Corp

Industrials
-13
- 0.86%
$190.11 - $227.66 $2.47K - $2.96K
1.5K $334M
IWN
Ishares Russell2000 Val ETF

ETFs
-60
- 0.99%
$131.84 - $157.76 $7.91K - $9.47K
5.98K $943M
RY
Royal Bank Of Canada

Financial Services
-113
- 3.25%
$108.36 - $131.55 $12.2K - $14.9K
3.36K $442M
GES
Guess Inc

Consumer Cyclical
-459
- 0.29%
$8.66 - $12.46 $3.97K - $5.72K
156K $1.89B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.14K
- 15.5%
$40.51 - $71.03 $86.7K - $152K
11.7K $820M
EMR
Emerson Electric CO

Industrials
-65
- 1.66%
$94.15 - $133.33 $6.12K - $8.67K
3.84K $512M
XLK
Technology Sector Spdr

ETFs
-1.63K
- 12.29%
$179.73 - $253.23 $293K - $413K
11.6K $2.95B
MS
Morgan Stanley

Financial Services
-23
- 0.24%
$99.83 - $140.86 $2.3K - $3.24K
9.38K $1.32B
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 6.02%
$146.58 - $180.01 $195K - $239K
20.7K $3.67B
ORCL
Oracle Corp

Technology
-8
- 0.2%
$122.82 - $218.63 $983 - $1.75K
3.93K $859M
JPM
Jpmorgan Chase & CO

Financial Services
-1.42K
- 8.65%
$210.28 - $289.91 $298K - $411K
15K $4.34B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-631
- 1.19%
$55.54 - $69.09 $35K - $43.6K
52.5K $3.62B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.01K
- 4.0%
$498.8 - $620.9 $1M - $1.25M
48.2K $29.9B
IYW
Ishares Dj Us Tech ETF

ETFs
-165
- 0.07%
$122.57 - $173.27 $20.2K - $28.6K
222K $38.5B
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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