Atlas Legacy Advisors, LLC ETFs

Atlas Legacy Advisors, LLC

$413 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYW Ishares Dj Us Tech ETF	$0	$38.3 Billion 9.28% of portfolio	240,052	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$30.4 Billion 7.37% of portfolio	51,670	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$24.6 Billion 5.96% of portfolio	278,256	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$14.4 Billion 3.5% of portfolio	26,807	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$14.3 Billion 3.47% of portfolio	124,253	Q4 2024 New
VGT Vanguard Information Technolog	$0	$13.6 Billion 3.3% of portfolio	21,933	Q4 2024 New
PWZ Invesco California Amt Free Mu	$0	$11.1 Billion 2.69% of portfolio	449,290	Q4 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$11 Billion 2.67% of portfolio	297,019	Q4 2024 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$10.3 Billion 2.49% of portfolio	502,070	Q4 2024 New
CGDV Capital Group Divid Value ETF	$0	$10.1 Billion 2.45% of portfolio	286,769	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$9.82 Billion 2.38% of portfolio	56,063	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$9.62 Billion 2.33% of portfolio	37,917	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$9.45 Billion 2.29% of portfolio	124,942	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$9.39 Billion 2.28% of portfolio	73,616	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr	$0	$7.26 Billion 1.76% of portfolio	58,757	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$6.43 Billion 1.56% of portfolio	49,890	Q4 2024 New
FVD First Tr Value Line Divid Inde	$0	$6.08 Billion 1.47% of portfolio	139,433	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$5.15 Billion 1.25% of portfolio	49,081	Q4 2024 New
XLK Technology Sector Spdr	$0	$4.66 Billion 1.13% of portfolio	20,057	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$4.2 Billion 1.02% of portfolio	7,163	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$4.18 Billion 1.01% of portfolio	46,898	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$3.82 Billion 0.92% of portfolio	36,164	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$3.66 Billion 0.89% of portfolio	66,068	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$3.1 Billion 0.75% of portfolio	52,608	Q4 2024 New
GBIL Goldman Sachs Access Treasury	$0	$2.54 Billion 0.62% of portfolio	25,454	Q4 2024 New
VUG Vanguard Growth ETF	$0	$2.26 Billion 0.55% of portfolio	5,505	Q4 2024 New
CMF Ishares California Muni Bond E	$0	$2.17 Billion 0.53% of portfolio	37,950	Q4 2024 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$2.1 Billion 0.51% of portfolio	43,404	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$1.82 Billion 0.44% of portfolio	7,577	Q4 2024 New
CGXU Capital Group Intl Focus Equit	$0	$1.8 Billion 0.44% of portfolio	73,031	Q4 2024 New
OMFL Invesco Exchange Traded Self I	$0	$1.56 Billion 0.38% of portfolio	28,741	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1.46 Billion 0.35% of portfolio	33,063	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.45 Billion 0.35% of portfolio	23,208	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$1.29 Billion 0.31% of portfolio	27,017	Q4 2024 New
VTV Vanguard Value ETF	$0	$1.29 Billion 0.31% of portfolio	7,623	Q4 2024 New
HDV Ishares Core High Dividend ETF	$0	$1.28 Billion 0.31% of portfolio	11,376	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$1.14 Billion 0.28% of portfolio	4,325	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$1.13 Billion 0.27% of portfolio	12,671	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$1.05 Billion 0.25% of portfolio	18,423	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$991 Million 0.24% of portfolio	6,038	Q4 2024 New
EELV Invesco ETF Tr Ii S&P Emerging	$0	$951 Million 0.23% of portfolio	40,606	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$906 Million 0.22% of portfolio	1,773	Q4 2024 New
ACWI Ishares Msci Acwi ETF	$0	$897 Million 0.22% of portfolio	7,634	Q4 2024 New
EEMV Ishares Msci Emerging Markets	$0	$844 Million 0.2% of portfolio	14,546	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$822 Million 0.2% of portfolio	4,200	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$803 Million 0.19% of portfolio	8,294	Q4 2024 New
SMLF Ishares Msci Usa Small Cap Mul	$0	$704 Million 0.17% of portfolio	10,431	Q4 2024 New
LRGF Ishares Tr	$0	$634 Million 0.15% of portfolio	10,503	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$629 Million 0.15% of portfolio	12,479	Q4 2024 New
DVY Ishares Tr	$0	$554 Million 0.13% of portfolio	4,222	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Legacy Advisors, LLC with notifications on news.