Atlas Legacy Advisors, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$453.9B
Holdings
174
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (174 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PXFINVESCO EXCH TRADED FD TR II | 11,184 | $642.2M | 0.14% | |
| 102 | BLKBLACKROCK INC | 606 | $635.8M | 0.14% | |
| 103 | PAYXPAYCHEX INC | 4,357 | $633.8M | 0.14% | |
| 104 | SPYDSPDR SERIES TRUST | 14,500 | $615.4M | 0.14% | |
| 105 | GDGENERAL DYNAMICS CORP | 2,103 | $613.4M | 0.14% | |
| 106 | LLYELI LILLY & CO | 754 | $587.8M | 0.13% | |
| 107 | ICEINTERCONTINENTAL EXCHANGE IN | 3,191 | $585.5M | 0.13% | |
| 108 | VBKVANGUARD INDEX FDS | 2,076 | $574.9M | 0.13% | |
| 109 | TXNTEXAS INSTRS INC | 2,769 | $574.9M | 0.13% | |
| 110 | PSXPHILLIPS 66 | 4,654 | $555.2M | 0.12% | |
| 111 | PGPROCTER AND GAMBLE CO | 3,287 | $523.7M | 0.12% | |
| 112 | XOMEXXON MOBIL CORP | 4,816 | $519.2M | 0.11% | |
| 113 | XYLXYLEM INC | 3,997 | $517.1M | 0.11% | |
| 114 | EMREMERSON ELEC CO | 3,842 | $512.3M | 0.11% | |
| 115 | SPGIS&P GLOBAL INC | 969 | $510.9M | 0.11% | |
| 116 | LOWLOWES COS INC | 2,294 | $509.0M | 0.11% | |
| 117 | RTXRTX CORPORATION | 3,291 | $480.6M | 0.11% | |
| 118 | ACNACCENTURE PLC IRELAND | 1,571 | $469.6M | 0.10% | |
| 119 | AGGISHARES TR | 4,693 | $465.5M | 0.10% | |
| 120 | DBCINVESCO DB COMMDY INDX TRCK | 21,276 | $464.0M | 0.10% | |
| 121 | TJXTJX COS INC NEW | 3,743 | $462.2M | 0.10% | |
| 122 | VVISA INC | 1,294 | $459.4M | 0.10% | |
| 123 | FYXFIRST TR EXCHANGE-TRADED ALP | 4,682 | $455.5M | 0.10% | |
| 124 | MUBISHARES TR | 4,316 | $450.9M | 0.10% | |
| 125 | VTEBVANGUARD MUN BD FDS | 9,119 | $447.1M | 0.10% | |
| 126 | RYROYAL BK CDA | 3,362 | $442.3M | 0.10% | |
| 127 | CSCOCISCO SYS INC | 6,273 | $435.2M | 0.10% | |
| 128 | HONHONEYWELL INTL INC | 1,868 | $435.0M | 0.10% | |
| 129 | SHMSPDR SERIES TRUST | 8,958 | $428.5M | 0.09% | |
| 130 | JNJJOHNSON & JOHNSON | 2,735 | $417.8M | 0.09% | |
| 131 | PWZINVESCO EXCH TRADED FD TR II | 17,663 | $412.3M | 0.09% | |
| 132 | MUNIPIMCO ETF TR | 7,657 | $393.3M | 0.09% | |
| 133 | ITWILLINOIS TOOL WKS INC | 1,584 | $391.6M | 0.09% | |
| 134 | CGCPCAPITAL GRP FIXED INCM ETF T | 16,969 | $381.8M | 0.08% | |
| 135 | UNHUNITEDHEALTH GROUP INC | 1,147 | $357.8M | 0.08% | |
| 136 | AMGNAMGEN INC | 1,279 | $357.1M | 0.08% | |
| 137 | EMBISHARES TR | 3,825 | $354.3M | 0.08% | |
| 138 | RDIVINVESCO EXCH TRADED FD TR II | 7,388 | $353.5M | 0.08% | |
| 139 | XMLVINVESCO EXCH TRADED FD TR II | 5,664 | $349.3M | 0.08% | |
| 140 | CRWDCROWDSTRIKE HLDGS INC | 656 | $334.1M | 0.07% | |
| 141 | CITCINTAS CORP | 1,498 | $333.9M | 0.07% | |
| 142 | DONSPDR DOW JONES INDL AVERAGE | 743 | $327.4M | 0.07% | |
| 143 | SUBISHARES TR | 2,957 | $314.4M | 0.07% | |
| 144 | SPLVINVESCO EXCH TRADED FD TR II | 4,296 | $312.8M | 0.07% | |
| 145 | SHWSHERWIN WILLIAMS CO | 905 | $310.7M | 0.07% | |
| 146 | FDSFACTSET RESH SYS INC | 691 | $309.1M | 0.07% | |
| 147 | EMGFISHARES INC | 5,904 | $307.4M | 0.07% | |
| 148 | BPBP PLC | 10,265 | $307.2M | 0.07% | |
| 149 | DFAIDIMENSIONAL ETF TRUST | 8,810 | $304.6M | 0.07% | |
| 150 | QCOMQUALCOMM INC | 1,863 | $296.7M | 0.07% | |
| 151 | SMMUPIMCO ETF TR | 5,702 | $286.1M | 0.06% | |
| 152 | ACWIISHARES TR | 2,219 | $285.4M | 0.06% | |
| 153 | BACBANK AMERICA CORP | 5,826 | $275.7M | 0.06% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 6,343 | $274.5M | 0.06% | |
| 155 | IGIBISHARES TR | 5,089 | $271.2M | 0.06% | |
| 156 | WFCWELLS FARGO CO NEW | 3,341 | $267.7M | 0.06% | |
| 157 | ABTABBOTT LABS | 1,942 | $264.1M | 0.06% | |
| 158 | PEPPEPSICO INC | 1,993 | $263.2M | 0.06% | |
| 159 | 4I1PHILIP MORRIS INTL INC | 1,426 | $259.7M | 0.06% | |
| 160 | IWMISHARES TR | 1,199 | $258.7M | 0.06% | |
| 161 | PZAINVESCO EXCH TRADED FD TR II | 11,165 | $250.0M | 0.06% | |
| 162 | UNPUNION PAC CORP | 1,060 | $243.9M | 0.05% | |
| 163 | IWFISHARES TR | 563 | $239.0M | 0.05% | |
| 164 | ABBVABBVIE INC | 1,282 | $238.0M | 0.05% | |
| 165 | DISDISNEY WALT CO | 1,891 | $234.5M | 0.05% | |
| 166 | AOAISHARES TR | 2,778 | $231.7M | 0.05% | |
| 167 | CATCATERPILLAR INC | 586 | $227.5M | 0.05% | |
| 168 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 991 | $224.5M | 0.05% | |
| 169 | GEGE AEROSPACE | 861 | $221.6M | 0.05% | |
| 170 | BSVVANGUARD BD INDEX FDS | 2,745 | $216.0M | 0.05% | |
| 171 | BXBLACKSTONE INC | 1,420 | $212.4M | 0.05% | |
| 172 | MRKMERCK & CO INC | 2,679 | $212.1M | 0.05% | |
| 173 | CHDCHURCH & DWIGHT CO INC | 2,112 | $203.0M | 0.04% | |
| 174 | LIXTLIXTE BIOTECHNOLOGY HLDGS IN | 13,771 | $12.5M | 0.00% |
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