Atlas Legacy Advisors, LLC Sells in Q1 2025

Atlas Legacy Advisors, LLC

  • $394 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-522
- 11.79%
$108.64 - $131.17 $56.7K - $68.5K
3.91K $428M
BR
Broadridge Financial Solutions, Inc.

Technology
-685
- 21.88%
$221.46 - $244.83 $152K - $168K
2.45K $593M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.4K
- 10.27%
$42.5 - $46.71 $144K - $159K
29.7K $1.34B
NJR
New Jersey Resources Corp

Utilities
-2.6K
- 38.65%
$45.25 - $49.37 $118K - $128K
4.13K $202M
ADP
Automatic Data Processing Inc

Industrials
-446
- 18.61%
$286.85 - $318.64 $128K - $142K
1.95K $596M
IYR
Ishares Tr

ETFs
-1.15K
- 14.03%
$89.49 - $98.98 $103K - $114K
7.06K $669M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.79K
- 18.98%
$49.25 - $50.66 $88K - $90.5K
7.63K $378M
UNH
Unitedhealth Group Inc

Healthcare
-251
- 11.65%
$461.52 - $548.18 $116K - $138K
1.9K $997M
MUB
Ishares National Muni Bond ETF

ETFs
-825
- 18.17%
$104.71 - $107.69 $86.4K - $88.8K
3.72K $391M
NFLX
Netflix Inc

Communication Services
-119
- 24.69%
$828.4 - $1058.6 $98.6K - $126K
363 $339M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.66K
- 21.26%
$51.26 - $52.53 $85K - $87.1K
6.14K $317M
MS
Morgan Stanley

Financial Services
-6
- 0.06%
$111.68 - $141.08 $670 - $846
9.4K $1.1B
CMF
Ishares California Muni Bond E

ETFs
-878
- 2.31%
$55.93 - $57.47 $49.1K - $50.5K
37.1K $2.09B
SUB
Ishares Short Term National Mu

ETFs
-804
- 27.25%
$105.3 - $106.24 $84.7K - $85.4K
2.15K $227M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.77K
- 21.77%
$47.33 - $47.92 $83.9K - $84.9K
6.37K $303M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.67K
- 28.68%
$49.75 - $50.27 $82.8K - $83.7K
4.14K $207M
IWN
Ishares Russell2000 Val ETF

ETFs
-2
- 0.03%
$149.27 - $169.4 $299 - $339
6.04K $911M
PAYX
Paychex Inc

Industrials
-952
- 19.9%
$136.06 - $154.52 $130K - $147K
3.83K $591M
VBK
Vanguard Small Cap Growth ETF

ETFs
-103
- 6.17%
$247.97 - $296.33 $25.5K - $30.5K
1.57K $395M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-652
- 6.25%
$60.91 - $71.4 $39.7K - $46.6K
9.78K $632M
VO
Vanguard Mid Cap ETF

ETFs
-175
- 4.05%
$251.87 - $277.95 $44.1K - $48.6K
4.15K $1.07B
ABBV
Abb Vie Inc.

Healthcare
-560
- 34.72%
$169.2 - $216.66 $94.8K - $121K
1.05K $221M
Linde PLC
-343
- 16.94%
N/A
1.68K $783M
COST
Costco Wholesale Corp

Consumer Defensive
-96
- 7.22%
$890.62 - $1076.86 $85.5K - $103K
1.23K $1.17B
Blackrock Inc
-3
- 0.49%
N/A
606 $574M
ITW
Illinois Tool Works Inc

Industrials
-151
- 7.93%
$244.9 - $274.48 $37K - $41.4K
1.75K $435M
BRO
Brown & Brown, Inc.

Financial Services
-2.03K
- 22.02%
$100.54 - $124.4 $204K - $252K
7.18K $893M
UPS
United Parcel Service Inc

Industrials
-65
- 3.11%
$109.66 - $136.26 $7.13K - $8.86K
2.03K $223M
ABC
Amerisourcebergen Corp

Healthcare
-938
- 22.65%
N/A
3.2K $891M
O
Realty Income Corp

Real Estate
-1.1K
- 20.98%
$51.67 - $58.49 $56.7K - $64.2K
4.14K $240M
CL
Colgate Palmolive CO

Consumer Defensive
-493
- 14.42%
$85.68 - $97.5 $42.2K - $48.1K
2.93K $274M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.45%
$222.66 - $268.42 $2.45K - $2.95K
2.46K $574M
VTV
Vanguard Value ETF

ETFs
-409
- 5.37%
$167.73 - $179.21 $68.6K - $73.3K
7.21K $1.26B
RY
Royal Bank Of Canada

Financial Services
-38
- 1.08%
$108.81 - $123.4 $4.13K - $4.69K
3.48K $392M
PPG
Ppg Industries Inc

Basic Materials
-86
- 4.24%
$107.44 - $124.29 $9.24K - $10.7K
1.94K $212M
HON
Honeywell International Inc

Industrials
-9
- 0.51%
$202.75 - $226.52 $1.82K - $2.04K
1.77K $375M
AOA
Ishares Tr Core Aggressive All

ETFs
-187
- 6.1%
$75.7 - $80.01 $14.2K - $15K
2.88K $224M
QS
Quantum Scape Corp

Consumer Cyclical
-187
- 1.82%
$4.15 - $6.58 $776 - $1.23K
10.1K $47.4M
VEA
Vanguard Ftse Developed Market

ETFs
-2.47K
- 9.13%
$47.4 - $52.99 $117K - $131K
24.5K $1.29B
LHX
L3 Harris Technologies, Inc.

Industrials
-4
- 0.41%
$194.65 - $222.86 $779 - $891
970 $203M
VDE
Vanguard Energy ETF

ETFs
-145
- 6.66%
$119.14 - $132.76 $17.3K - $19.3K
2.03K $263M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-107
- 2.06%
$50.82 - $52.7 $5.44K - $5.64K
5.09K $267M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-1.51K
- 3.72%
$23.18 - $24.68 $35K - $37.3K
39.1K $952M
CGCP
Capital Group Core Plus Income

ETFs
-171
- 1.0%
$21.94 - $22.64 $3.75K - $3.87K
17K $382M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-51
- 0.68%
$47.27 - $50.52 $2.41K - $2.58K
7.43K $362M
ABT
Abbott Laboratories

Healthcare
-557
- 14.34%
$111.1 - $140.22 $61.9K - $78.1K
3.33K $441M
TJX
Tjx Companies Inc

Consumer Cyclical
-5
- 0.14%
$112.81 - $126.16 $564 - $631
3.58K $436M
EMB
Ishares Tr

ETFs
-15
- 0.56%
$88.64 - $92.03 $1.33K - $1.38K
2.67K $243M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 0.32%
$308.86 - $455.36 $618 - $911
616 $217M
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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