Atlas Legacy Advisors, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$393.6B
Holdings
176
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IYWISHARES TR | 222,465 | $33.3B | 8.46% | |
| 2 | VOOVANGUARD INDEX FDS | 56,466 | $29.0B | 7.37% | |
| 3 | IVVISHARES TR | 50,215 | $28.2B | 7.17% | |
| 4 | QQQMINVESCO EXCH TRADED FD TR II | 81,452 | $16.5B | 4.20% | |
| 5 | RWLINVESCO EXCH TRADED FD TR II | 154,187 | $15.5B | 3.93% | |
| 6 | IWRISHARES TR | 154,057 | $13.1B | 3.33% | |
| 7 | PWZINVESCO EXCH TRADED FD TR II | 444,988 | $10.7B | 2.71% | |
| 8 | VHTVANGUARD WORLD FD | 37,306 | $9.9B | 2.51% | |
| 9 | VYMVANGUARD WHITEHALL FDS | 71,214 | $9.2B | 2.33% | |
| 10 | RSPINVESCO EXCHANGE TRADED FD T | 45,340 | $7.9B | 2.00% | |
| 11 | AQLTISHARES TR | 102,024 | $7.7B | 1.96% | |
| 12 | AAPLAPPLE INC | 34,726 | $7.7B | 1.96% | |
| 13 | XMMOINVESCO EXCHANGE TRADED FD T | 58,481 | $6.9B | 1.76% | |
| 14 | IJRISHARES TR | 64,124 | $6.7B | 1.70% | |
| 15 | MSFTMICROSOFT CORP | 16,831 | $6.3B | 1.61% | |
| 16 | FVDFIRST TR VALUE LINE DIVID IN | 136,778 | $6.1B | 1.55% | |
| 17 | ESGUISHARES TR | 48,090 | $6.0B | 1.53% | |
| 18 | GTOINVESCO ACTIVELY MANAGED EXC | 123,184 | $5.8B | 1.46% | |
| 19 | JPSTJ P MORGAN EXCHANGE TRADED F | 103,077 | $5.2B | 1.33% | |
| 20 | ESGVVANGUARD WORLD FD | 48,166 | $4.9B | 1.24% | |
| 21 | VGTVANGUARD WORLD FD | 8,536 | $4.9B | 1.23% | |
| 22 | EEMISHARES TR | 106,645 | $4.7B | 1.18% | |
| 23 | ACWXISHARES TR | 76,407 | $4.3B | 1.10% | |
| 24 | JPMJPMORGAN CHASE & CO. | 16,402 | $4.0B | 1.02% | |
| 25 | IJHISHARES TR | 65,785 | $3.8B | 0.98% | |
| 26 | IVOOVANGUARD ADMIRAL FDS INC | 35,572 | $3.6B | 0.92% | |
| 27 | SPTLSPDR SER TR | 130,330 | $3.5B | 0.89% | |
| 28 | EMXCISHARES INC | 61,252 | $3.5B | 0.88% | |
| 29 | GOOGALPHABET INC | 22,044 | $3.4B | 0.87% | |
| 30 | SPYSPDR S&P 500 ETF TR | 6,093 | $3.4B | 0.87% | |
| 31 | ALSALLSTATE CORP | 16,191 | $3.4B | 0.85% | |
| 32 | VXUSVANGUARD STAR FDS | 53,098 | $3.3B | 0.84% | |
| 33 | PXHINVESCO EXCH TRADED FD TR II | 142,214 | $3.1B | 0.80% | |
| 34 | AMZNAMAZON COM INC | 15,548 | $3.0B | 0.75% | |
| 35 | VNQVANGUARD INDEX FDS | 30,532 | $2.8B | 0.70% | |
| 36 | XLKSELECT SECTOR SPDR TR | 13,275 | $2.7B | 0.70% | |
| 37 | NVDANVIDIA CORPORATION | 25,215 | $2.7B | 0.69% | |
| 38 | VTIVANGUARD INDEX FDS | 9,116 | $2.5B | 0.64% | |
| 39 | JMEEJ P MORGAN EXCHANGE TRADED F | 42,159 | $2.4B | 0.62% | |
| 40 | GBILGOLDMAN SACHS ETF TR | 24,139 | $2.4B | 0.61% | |
| 41 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 0.61% | |
| 42 | EFAISHARES TR | 26,575 | $2.2B | 0.55% | |
| 43 | HDVISHARES TR | 17,989 | $2.1B | 0.54% | |
| 44 | CMFISHARES TR | 37,072 | $2.1B | 0.53% | |
| 45 | CGGRCAPITAL GROUP GROWTH ETF | 55,038 | $2.0B | 0.50% | |
| 46 | CGDGCAPITAL GROUP DIVIDEND VALUE | 54,061 | $2.0B | 0.50% | |
| 47 | CGXUCAPITAL GROUP INTL FOCUS EQT | 73,052 | $1.9B | 0.48% | |
| 48 | GU9GUESS INC | 156,697 | $1.8B | 0.47% | |
| 49 | TSLATESLA INC | 6,972 | $1.8B | 0.46% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,202 | $1.7B | 0.43% | |
| 51 | SPHDINVESCO EXCH TRADED FD TR II | 33,576 | $1.7B | 0.42% | |
| 52 | USHYISHARES TR | 39,105 | $1.4B | 0.37% | |
| 53 | PLTRPALANTIR TECHNOLOGIES INC | 16,304 | $1.4B | 0.35% | |
| 54 | METAMETA PLATFORMS INC | 2,371 | $1.4B | 0.35% | |
| 55 | VWOVANGUARD INTL EQUITY INDEX F | 29,667 | $1.3B | 0.34% | |
| 56 | INMDINMODE LTD | 71,695 | $1.3B | 0.34% | |
| 57 | VEAVANGUARD TAX-MANAGED FDS | 24,549 | $1.3B | 0.33% | |
| 58 | VBVANGUARD INDEX FDS | 5,735 | $1.3B | 0.32% | |
| 59 | VUGVANGUARD INDEX FDS | 3,399 | $1.3B | 0.32% | |
| 60 | VTVVANGUARD INDEX FDS | 7,214 | $1.3B | 0.32% | |
| 61 | USMVISHARES TR | 13,391 | $1.2B | 0.32% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 1,233 | $1.2B | 0.30% | |
| 63 | OMFLINVESCO EXCH TRD SLF IDX FD | 20,301 | $1.1B | 0.28% | |
| 64 | DWDMORGAN STANLEY | 9,399 | $1.1B | 0.28% | |
| 65 | VOVANGUARD INDEX FDS | 4,150 | $1.1B | 0.27% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 1,903 | $996.7M | 0.25% | |
| 67 | HDHOME DEPOT INC | 2,682 | $982.9M | 0.25% | |
| 68 | EELVINVESCO EXCH TRADED FD TR II | 39,096 | $951.8M | 0.24% | |
| 69 | GOOGLALPHABET INC | 6,089 | $941.6M | 0.24% | |
| 70 | ACWIISHARES TR | 7,634 | $914.3M | 0.23% | |
| 71 | IWNISHARES TR | 6,036 | $911.3M | 0.23% | |
| 72 | GWWGRAINGER W W INC | 911 | $899.9M | 0.23% | |
| 73 | BROBROWN & BROWN INC | 7,180 | $893.2M | 0.23% | |
| 74 | ABGCENCORA INC | 3,203 | $890.7M | 0.23% | |
| 75 | LINLINDE PLC | 1,682 | $783.2M | 0.20% | |
| 76 | MAMASTERCARD INCORPORATED | 1,425 | $781.1M | 0.20% | |
| 77 | MCDMCDONALDS CORP | 2,495 | $779.4M | 0.20% | |
| 78 | MPAAMOTORCAR PTS AMER INC | 76,320 | $772.4M | 0.20% | |
| 79 | WMTWALMART INC | 8,609 | $755.8M | 0.19% | |
| 80 | EEMVISHARES INC | 12,823 | $754.1M | 0.19% | |
| 81 | ARKKARK ETF TR | 13,809 | $747.6M | 0.19% | |
| 82 | CVXCHEVRON CORP NEW | 4,349 | $727.5M | 0.18% | |
| 83 | CBCHUBB LIMITED | 2,396 | $723.6M | 0.18% | |
| 84 | AFLAFLAC INC | 6,240 | $693.8M | 0.18% | |
| 85 | IYRISHARES TR | 7,064 | $668.8M | 0.17% | |
| 86 | PGPROCTER AND GAMBLE CO | 3,847 | $655.6M | 0.17% | |
| 87 | SYKSTRYKER CORPORATION | 1,713 | $637.7M | 0.16% | |
| 88 | LLYELI LILLY & CO | 771 | $636.8M | 0.16% | |
| 89 | SMLFISHARES TR | 9,779 | $632.4M | 0.16% | |
| 90 | LRGFISHARES TR | 10,503 | $625.9M | 0.16% | |
| 91 | ADPAUTOMATIC DATA PROCESSING IN | 1,950 | $595.8M | 0.15% | |
| 92 | BRBROADRIDGE FINL SOLUTIONS IN | 2,445 | $592.8M | 0.15% | |
| 93 | PAYXPAYCHEX INC | 3,833 | $591.4M | 0.15% | |
| 94 | BLKBLACKROCK INC | 606 | $573.6M | 0.15% | |
| 95 | LOWLOWES COS INC | 2,459 | $573.5M | 0.15% | |
| 96 | NDQINVESCO QQQ TR | 1,221 | $572.6M | 0.15% | |
| 97 | AQLTISHARES TR | 4,222 | $567.0M | 0.14% | |
| 98 | ICEINTERCONTINENTAL EXCHANGE IN | 3,272 | $564.4M | 0.14% | |
| 99 | GSGOLDMAN SACHS GROUP INC | 1,029 | $562.1M | 0.14% | |
| 100 | AMGNAMGEN INC | 1,772 | $552.1M | 0.14% |
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