AL
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Atlas Legacy Advisors, LLC13F | |
| Atlas Legacy Advisors, LLC | |
| Last update 2025-05-07 | 176 Stocks (12 new) |
| Value $394.00 Mil | Turnover 21 % |
Atlas Legacy Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYW | iShares U.S. Technology ETF | 222,465 | 33,296.6 | -7.33% | 8.460 | -0.68% | 0.180 | +36.16% | +12.15% | 22,366.6 | ||
VOO | Vanguard S&P 500 ETF | 56,466 | 29,020.0 | +110.64% | 7.370 | +3.87% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
IVV | iShares Core S&P 500 ETF | 50,215 | 28,217.2 | -2.82% | 7.170 | -0.21% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
QQQM | Invesco NASDAQ 100 ETF | 81,452 | 16,526.3 | New Holding | 4.200 | +4.20% | 0.040 | +26.54% | +10.13% | 54,544.0 | ||
RWL | Invesco S&P 500 Revenue ETF | 154,187 | 15,472.1 | New Holding | 3.930 | +3.93% | 0.290 | +11.19% | +6.96% | 5,798.3 | ||
IWR | iShares Russell Mid-Cap ETF | 154,057 | 13,106.7 | -44.63% | 3.330 | -2.66% | 0.030 | +17.12% | +6.87% | 43,057.9 | ||
PWZ |
Invesco California AMT-Free Municipal Bond ETF
Invesco California AMT-Free Municipal Bond ETF
| 444,988 | 10,651.4 | -0.96% | 2.710 | -0.03% | 1.560 | -1.16% | -6.11% | 772.9 | ||
VHT | Vanguard Health Care ETF | 37,306 | 9,876.0 | -1.61% | 2.510 | -0.04% | 0.050 | -0.75% | -3.37% | 14,687.9 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 71,214 | 9,183.8 | -3.26% | 2.330 | -0.07% | 0.020 | +12.20% | +6.97% | 58,807.4 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 45,340 | 7,854.3 | -19.13% | 2.000 | -0.46% | 0.010 | +13.69% | +6.04% | 74,012.7 |
Atlas Legacy Advisors, LLC's Historical Top Holdings Breakdowns
Atlas Legacy Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | New Buy New Buy | +4.20% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | New holding | 81,452 | 81,452 | |
RWL | Invesco S&P 500 Revenue ETF | 2025-03-31 | New Buy New Buy | +3.93% | 96.9 ($101.03) 104.39 | $103.95 | 2.89% | New holding | 154,187 | 154,187 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +3.87% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 110.64% | 56,466 | 29,659 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -2.66% | 82.81 ($89.19) 92.93 | $93.91 | 5.29% | Reduce -44.63% | 154,057 | -124,199 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -2.22% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Reduce -77.63% | 9,116 | -31,632 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Reduce Reduce | -2.18% | 33.98 ($37.42) 39.84 | $41.30 | 10.37% | Reduce -81.47% | 55,038 | -241,981 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Reduce Reduce | -2.02% | 542.38 ($602.71) 646.34 | $685.53 | 13.74% | Reduce -61.08% | 8,536 | -13,397 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Reduce Reduce | -1.99% | 34.95 ($36.32) 37.36 | $40.63 | 11.87% | Reduce -81.15% | 54,061 | -232,708 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | New Buy New Buy | +1.96% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | New holding | 102,024 | 102,024 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -1.80% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | Reduce -78.73% | 26,575 | -98,367 |
Atlas Legacy Advisors, LLC Total Holding History ($B)
Atlas Legacy Advisors, LLC's Asset Allocation
Atlas Legacy Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Atlas Legacy Advisors, LLC's Hypothetical Growth since 2025-03-31
Atlas Legacy Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atlas Legacy Advisors, LLC's Holdings Heat Map
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Atlas Legacy Advisors, LLC's Holdings Bubble Chart
Atlas Legacy Advisors, LLC News
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