Atlas Legacy Advisors, LLC Purchases in Q4 2025

Atlas Legacy Advisors, LLC

  • $571 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
25K
+ 11.7%
$192.8 - $211.27 $4.81M - $5.27M
238K $47.6B
IVV
Ishares Core S&P 500 ETF

ETFs
7.03K
+ 15.06%
$656.2 - $690.71 $4.61M - $4.86M
53.7K $36.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.48K
+ 9.01%
$600.51 - $631.95 $3.29M - $3.47M
66.3K $41.6B
RWL
Invesco Exchange Traded Fd Tr

ETFs
22.2K
+ 13.81%
$108.48 - $113.54 $2.41M - $2.52M
183K $20.9B
GOOG
Alphabet Inc.

Communication Services
1.94K
+ 6.17%
$237.49 - $291.74 $460K - $565K
33.4K $10.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.1K
+ 11.01%
$242.67 - $261.79 $2.21M - $2.38M
91.7K $23.2B
VHT
Vanguard Health Care ETF

ETFs
4.65K
+ 13.15%
$264.7 - $283.93 $1.23M - $1.32M
40K $11.5B
AAPL
Apple Inc.

Technology
4.53K
+ 7.97%
$245.27 - $275.25 $1.11M - $1.25M
61.4K $16.4B
IEFA
Ishares Tr

ETFs
14.1K
+ 12.72%
$86.09 - $89.88 $1.21M - $1.27M
125K $11.2B
AMZN
Amazon Com Inc

Consumer Cyclical
4.92K
+ 17.53%
$213.04 - $254.0 $1.05M - $1.25M
33K $7.61B
TSLA
Tesla, Inc.

Consumer Cyclical
2.48K
+ 26.16%
$401.99 - $468.37 $996K - $1.16M
11.9K $5.32B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 15.56%
$63.25 - $66.24 $964K - $1.01M
113K $7.47B
GOOGL
Alphabet Inc.

Communication Services
244
+ 2.2%
$236.57 - $291.31 $57.7K - $71.1K
11.3K $3.57B
CMF
Ishares California Muni Bond E

ETFs
12.3K
+ 6.15%
$56.96 - $57.62 $703K - $711K
213K $12.2B
EEM
Ishares Msci Emerging Markets

ETFs
10.1K
+ 6.13%
$51.94 - $56.01 $526K - $568K
175K $9.6B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
22.2K
+ 11.01%
N/A
224K $5.77B
IWN
Ishares Russell2000 Val ETF

ETFs
3.19K
+ 58.68%
$172.34 - $181.51 $550K - $580K
8.63K $1.56B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.06K
+ 13.84%
$92.24 - $96.56 $467K - $488K
41.6K $3.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
641
+ 7.21%
$653.02 - $687.39 $419K - $441K
9.53K $6.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.71K
+ 3.98%
$137.47 - $143.13 $372K - $387K
70.8K $10.2B
VGT
Vanguard Information Technolog

ETFs
569
+ 3.49%
$736.33 - $801.52 $419K - $456K
16.9K $12.7B
LLY
Eli Lilly & CO

Healthcare
79
+ 5.39%
$799.57 - $1025.28 $63.2K - $81K
1.55K $1.65B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.53K
+ 5.66%
$142.82 - $150.36 $361K - $380K
47.1K $7.02B
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 10.15%
$321.8 - $337.95 $414K - $435K
14K $4.69B
MA
Mastercard Inc

Financial Services
876
+ 45.86%
$536.85 - $580.45 $470K - $508K
2.79K $1.56B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
21K
+ 99.1%
$22.07 - $23.3 $464K - $490K
42.2K $945M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.09K
+ 3.45%
$67.07 - $73.01 $140K - $153K
62.7K $4.56B
VEA
Vanguard Ftse Developed Market

ETFs
6.12K
+ 19.67%
$59.18 - $62.09 $362K - $380K
37.2K $2.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.82K
+ 23.18%
$52.54 - $55.77 $463K - $492K
46.9K $2.52B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 3.69%
$132.67 - $138.39 $268K - $279K
56.8K $7.86B
HDV
Ishares Core High Dividend ETF

ETFs
3.14K
+ 23.89%
$118.22 - $122.79 $371K - $385K
16.3K $1.98B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.1K
+ 4.64%
$116.0 - $122.39 $243K - $256K
47.2K $5.71B
VB
Vanguard Small Cap ETF

ETFs
1.24K
+ 10.2%
$248.1 - $260.08 $307K - $322K
13.4K $3.45B
VNQ
Vanguard Specialized Funds Van

ETFs
4.95K
+ 18.8%
$88.13 - $92.69 $437K - $459K
31.3K $2.77B
RWR
Spdr Dow Jones Reit ETF

ETFs
3.51K
New
$96.69 - $102.14 $340K - $359K
3.51K $345M
ABC
Amerisourcebergen Corp

Healthcare
640
+ 13.68%
N/A
5.32K $1.8B
CGDV
Capital Group Divid Value ETF

ETFs
6.15K
+ 14.59%
$41.33 - $43.47 $254K - $267K
48.3K $2.1B
AMD
Advanced Micro Devices Inc

Technology
14
+ 0.24%
$164.01 - $264.33 $2.3K - $3.7K
5.75K $1.25B
PTH
Invesco Exchange Traded Fd Tr

ETFs
6.39K
New
$44.29 - $49.82 $283K - $318K
6.39K $320M
JMEE
J P Morgan Exchange Traded Fd

ETFs
4.21K
+ 8.88%
$61.3 - $64.67 $258K - $272K
51.6K $3.32B
VGLT
Vanguard Long Term Treasury Et

ETFs
5.62K
New
$56.44 - $58.38 $317K - $328K
5.62K $314M
PWZ
Invesco California Amt Free Mu

ETFs
12.6K
+ 50.64%
$23.96 - $24.35 $301K - $306K
37.4K $904M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.98K
+ 3.82%
$114.27 - $121.15 $226K - $240K
53.8K $6.47B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.22K
+ 6.76%
$106.97 - $112.08 $237K - $248K
35K $3.92B
CB
Chubb LTD

Financial Services
692
+ 24.5%
$268.2 - $296.22 $186K - $205K
3.52K $1.09B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.71K
+ 8.85%
$43.04 - $45.68 $246K - $261K
70.2K $3.12B
RSP
Invesco S&P 500 Equal Weight E

ETFs
974
+ 1.92%
$185.12 - $192.11 $180K - $187K
51.8K $9.92B
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 14.36%
$101.18 - $109.03 $157K - $170K
12.4K $1.4B
C
Citigroup Inc

Financial Services
2.35K
New
$93.93 - $102.87 $220K - $241K
2.35K $274M
Activity Summary
Buys All Purchases 139 New Holdings 6 Increased Positions 133 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 9 Puts 0
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