Atlas Legacy Advisors, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$393.6M

Holdings

176

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (176 positions)

#	Stock	Shares	Value	% Portfolio
1	IYWISHARES TR	222,465	$33.3M	8.46%
2	VOOVANGUARD INDEX FDS	56,466	$29.0M	7.37%
3	IVVISHARES TR	50,215	$28.2M	7.17%
4	QQQMINVESCO EXCH TRADED FD TR II	81,452	$16.5M	4.20%
5	RWLINVESCO EXCH TRADED FD TR II	154,187	$15.5M	3.93%
6	IWRISHARES TR	154,057	$13.1M	3.33%
7	PWZINVESCO EXCH TRADED FD TR II	444,988	$10.7M	2.71%
8	VHTVANGUARD WORLD FD	37,306	$9.9M	2.51%
9	VYMVANGUARD WHITEHALL FDS	71,214	$9.2M	2.33%
10	RSPINVESCO EXCHANGE TRADED FD T	45,340	$7.9M	2.00%
11	AQLTISHARES TR	102,024	$7.7M	1.96%
12	AAPLAPPLE INC	34,726	$7.7M	1.96%
13	XMMOINVESCO EXCHANGE TRADED FD T	58,481	$6.9M	1.76%
14	IJRISHARES TR	64,124	$6.7M	1.70%
15	MSFTMICROSOFT CORP	16,831	$6.3M	1.61%
16	FVDFIRST TR VALUE LINE DIVID IN	136,778	$6.1M	1.55%
17	ESGUISHARES TR	48,090	$6.0M	1.53%
18	GTOINVESCO ACTIVELY MANAGED EXC	123,184	$5.8M	1.46%
19	JPSTJ P MORGAN EXCHANGE TRADED F	103,077	$5.2M	1.33%
20	ESGVVANGUARD WORLD FD	48,166	$4.9M	1.24%
21	VGTVANGUARD WORLD FD	8,536	$4.9M	1.23%
22	EEMISHARES TR	106,645	$4.7M	1.18%
23	ACWXISHARES TR	76,407	$4.3M	1.10%
24	JPMJPMORGAN CHASE & CO.	16,402	$4.0M	1.02%
25	IJHISHARES TR	65,785	$3.8M	0.98%
26	IVOOVANGUARD ADMIRAL FDS INC	35,572	$3.6M	0.92%
27	SPTLSPDR SER TR	130,330	$3.5M	0.89%
28	EMXCISHARES INC	61,252	$3.5M	0.88%
29	GOOGALPHABET INC	22,044	$3.4M	0.87%
30	SPYSPDR S&P 500 ETF TR	6,093	$3.4M	0.87%
31	ALSALLSTATE CORP	16,191	$3.4M	0.85%
32	VXUSVANGUARD STAR FDS	53,098	$3.3M	0.84%
33	PXHINVESCO EXCH TRADED FD TR II	142,214	$3.1M	0.80%
34	AMZNAMAZON COM INC	15,548	$3.0M	0.75%
35	VNQVANGUARD INDEX FDS	30,532	$2.8M	0.70%
36	XLKSELECT SECTOR SPDR TR	13,275	$2.7M	0.70%
37	NVDANVIDIA CORPORATION	25,215	$2.7M	0.69%
38	VTIVANGUARD INDEX FDS	9,116	$2.5M	0.64%
39	JMEEJ P MORGAN EXCHANGE TRADED F	42,159	$2.4M	0.62%
40	GBILGOLDMAN SACHS ETF TR	24,139	$2.4M	0.61%
41	BRK-BBERKSHIRE HATHAWAY INC DEL	3	$2.4M	0.61%
42	EFAISHARES TR	26,575	$2.2M	0.55%
43	HDVISHARES TR	17,989	$2.1M	0.54%
44	CMFISHARES TR	37,072	$2.1M	0.53%
45	CGGRCAPITAL GROUP GROWTH ETF	55,038	$2.0M	0.50%
46	CGDGCAPITAL GROUP DIVIDEND VALUE	54,061	$2.0M	0.50%
47	CGXUCAPITAL GROUP INTL FOCUS EQT	73,052	$1.9M	0.48%
48	GU9GUESS INC	156,697	$1.8M	0.47%
49	TSLATESLA INC	6,972	$1.8M	0.46%
50	BRK/BBERKSHIRE HATHAWAY INC DEL	3,202	$1.7M	0.43%
51	SPHDINVESCO EXCH TRADED FD TR II	33,576	$1.7M	0.42%
52	USHYISHARES TR	39,105	$1.4M	0.37%
53	PLTRPALANTIR TECHNOLOGIES INC	16,304	$1.4M	0.35%
54	METAMETA PLATFORMS INC	2,371	$1.4M	0.35%
55	VWOVANGUARD INTL EQUITY INDEX F	29,667	$1.3M	0.34%
56	INMDINMODE LTD	71,695	$1.3M	0.34%
57	VEAVANGUARD TAX-MANAGED FDS	24,549	$1.3M	0.33%
58	VBVANGUARD INDEX FDS	5,735	$1.3M	0.32%
59	VUGVANGUARD INDEX FDS	3,399	$1.3M	0.32%
60	VTVVANGUARD INDEX FDS	7,214	$1.3M	0.32%
61	USMVISHARES TR	13,391	$1.2M	0.32%
62	COSTCOSTCO WHSL CORP NEW	1,233	$1.2M	0.30%
63	OMFLINVESCO EXCH TRD SLF IDX FD	20,301	$1.1M	0.28%
64	DWDMORGAN STANLEY	9,399	$1.1M	0.28%
65	VOVANGUARD INDEX FDS	4,150	$1.1M	0.27%
66	UNHUNITEDHEALTH GROUP INC	1,903	$997K	0.25%
67	HDHOME DEPOT INC	2,682	$983K	0.25%
68	EELVINVESCO EXCH TRADED FD TR II	39,096	$952K	0.24%
69	GOOGLALPHABET INC	6,089	$942K	0.24%
70	ACWIISHARES TR	7,634	$914K	0.23%
71	IWNISHARES TR	6,036	$911K	0.23%
72	GWWGRAINGER W W INC	911	$900K	0.23%
73	BROBROWN & BROWN INC	7,180	$893K	0.23%
74	ABGCENCORA INC	3,203	$891K	0.23%
75	LINLINDE PLC	1,682	$783K	0.20%
76	MAMASTERCARD INCORPORATED	1,425	$781K	0.20%
77	MCDMCDONALDS CORP	2,495	$779K	0.20%
78	MPAAMOTORCAR PTS AMER INC	76,320	$772K	0.20%
79	WMTWALMART INC	8,609	$756K	0.19%
80	EEMVISHARES INC	12,823	$754K	0.19%
81	ARKKARK ETF TR	13,809	$748K	0.19%
82	CVXCHEVRON CORP NEW	4,349	$728K	0.18%
83	CBCHUBB LIMITED	2,396	$724K	0.18%
84	AFLAFLAC INC	6,240	$694K	0.18%
85	IYRISHARES TR	7,064	$669K	0.17%
86	PGPROCTER AND GAMBLE CO	3,847	$656K	0.17%
87	SYKSTRYKER CORPORATION	1,713	$638K	0.16%
88	LLYELI LILLY & CO	771	$637K	0.16%
89	SMLFISHARES TR	9,779	$632K	0.16%
90	LRGFISHARES TR	10,503	$626K	0.16%
91	ADPAUTOMATIC DATA PROCESSING IN	1,950	$596K	0.15%
92	BRBROADRIDGE FINL SOLUTIONS IN	2,445	$593K	0.15%
93	PAYXPAYCHEX INC	3,833	$591K	0.15%
94	BLKBLACKROCK INC	606	$574K	0.15%
95	LOWLOWES COS INC	2,459	$574K	0.15%
96	NDQINVESCO QQQ TR	1,221	$573K	0.15%
97	AQLTISHARES TR	4,222	$567K	0.14%
98	ICEINTERCONTINENTAL EXCHANGE IN	3,272	$564K	0.14%
99	GSGOLDMAN SACHS GROUP INC	1,029	$562K	0.14%
100	AMGNAMGEN INC	1,772	$552K	0.14%

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