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
CGXU
Capital Group Intl Focus Equit

ETFs
2.05K
+ 3.5%
$29.32 - $31.03 $60.2K - $63.7K
60.7K $1.79B
EEMV
Ishares Msci Emerging Markets

ETFs
813
+ 6.06%
$62.97 - $65.76 $51.2K - $53.5K
14.2K $911M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
641
+ 5.39%
$71.9 - $75.9 $46.1K - $48.7K
12.5K $939M
WFC
Wells Fargo & Company

Financial Services
189
+ 4.08%
$77.62 - $87.3 $14.7K - $16.5K
4.82K $442M
Ge Vernova Inc
52
+ 13.54%
N/A
436 $289M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.85K
+ 4.11%
$37.19 - $37.8 $68.9K - $70K
47K $1.76B
Linde PLC
356
+ 16.43%
N/A
2.52K $1.08B
FVD
First Tr Value Line Divid Inde

ETFs
1.44K
+ 1.15%
$45.0 - $46.25 $64.8K - $66.6K
126K $5.82B
SHW
Sherwin Williams CO

Basic Materials
176
+ 16.75%
$330.74 - $354.45 $58.2K - $62.4K
1.23K $400M
BR
Broadridge Financial Solutions, Inc.

Technology
366
+ 11.89%
$217.49 - $236.9 $79.6K - $86.7K
3.44K $769M
KO
Coca Cola CO

Consumer Defensive
206
+ 4.69%
$66.1 - $71.61 $13.6K - $14.8K
4.6K $324M
ITW
Illinois Tool Works Inc

Industrials
197
+ 14.81%
$242.03 - $260.73 $47.7K - $51.4K
1.53K $376M
UNP
Union Pacific Corp

Industrials
167
+ 11.71%
$216.37 - $237.41 $36.1K - $39.6K
1.59K $366M
PEP
Pepsico Inc

Consumer Defensive
89
+ 2.79%
$138.84 - $153.71 $12.4K - $13.7K
3.28K $476M
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 2.29%
$293.81 - $310.11 $18.8K - $19.8K
2.85K $872M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 15.67%
$38.4 - $43.83 $49.1K - $56K
9.43K $380M
IBM
International Business Machines Corp

Technology
18
+ 1.67%
$275.97 - $314.98 $4.97K - $5.67K
1.1K $323M
XLK
Technology Sector Spdr

ETFs
10.9K
+ 96.7%
$278.39 - $304.13 $3.02M - $3.3M
22.1K $3.18B
EMB
Ishares Tr

ETFs
86
+ 2.25%
$94.63 - $97.03 $8.14K - $8.34K
3.9K $376M
BP
Bp PLC

Energy
234
+ 2.25%
$32.78 - $37.35 $7.67K - $8.74K
10.6K $369M
PSX
Phillips 66

Energy
307
+ 5.91%
$126.76 - $142.32 $38.9K - $43.7K
5.5K $714M
WIT
Wipro LTD

Technology
531
+ 3.81%
$2.58 - $2.74 $1.37K - $1.45K
14.5K $40.6M
CLSK
Cleanspark, Inc.

Technology
191
New
$11.44 - $23.2 $2.19K - $4.43K
191 $2.44M
QCOM
Qualcomm Inc

Technology
15
+ 0.42%
$153.59 - $187.68 $2.3K - $2.82K
3.62K $601M
ICE
Intercontinental Exchange, Inc.

Financial Services
143
+ 3.99%
$145.59 - $162.64 $20.8K - $23.3K
3.73K $603M
ABBV
Abb Vie Inc.

Healthcare
83
+ 3.52%
$211.96 - $244.38 $17.6K - $20.3K
2.44K $545M
BRO
Brown & Brown, Inc.

Financial Services
1.17K
+ 16.75%
$76.42 - $95.96 $89.3K - $112K
8.15K $649M
XYL
Xylem Inc.

Industrials
283
+ 6.7%
$142.73 - $152.95 $40.4K - $43.3K
4.51K $614M
CRWD
Crowd Strike Holdings, Inc.

Technology
11
+ 1.23%
$482.23 - $557.53 $5.3K - $6.13K
907 $423M
HON
Honeywell International Inc

Industrials
20
+ 1.14%
$194.07 - $220.67 $3.88K - $4.41K
1.77K $351M
BX
Blackstone Inc.

Financial Services
99
+ 4.56%
$138.42 - $168.45 $13.7K - $16.7K
2.27K $350M
UNH
Unitedhealth Group Inc

Healthcare
7
+ 0.33%
$320.52 - $369.92 $2.24K - $2.59K
2.1K $697M
ADP
Automatic Data Processing Inc

Industrials
176
+ 7.67%
$250.9 - $292.94 $44.2K - $51.6K
2.47K $635M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6
+ 0.05%
$76.92 - $92.53 $462 - $555
11.7K $899M
NFLX
Netflix Inc

Communication Services
6.88K
+ 845.88%
$110.29 - $1241.35 $758K - $8.54M
7.69K $708M
META
Meta Platforms, Inc.

Communication Services
188
+ 4.33%
$609.01 - $751.67 $114K - $141K
4.53K $2.91B
MPAA
Motorcar Parts America Inc

Consumer Cyclical
1.55K
+ 1.69%
$12.86 - $17.73 $20K - $27.5K
93.4K $1.15B
MSFT
Microsoft Corp

Technology
879
+ 3.73%
$496.82 - $542.07 $437K - $476K
24.5K $11.7B
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
Track This Portfolio

Track Atlas Legacy Advisors, LLC Portfolio

Follow Atlas Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email