Atlas Legacy Advisors, LLC Purchases in Q3 2025

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
1.81K
+ 28.58%
$40.84 - $45.06 $74K - $81.7K
8.16K $358M
AMGN
Amgen Inc

Healthcare
265
+ 20.72%
$271.18 - $309.22 $71.9K - $81.9K
1.54K $436M
GWW
W.W. Grainger, Inc.

Industrials
179
+ 15.48%
$932.44 - $1059.49 $167K - $190K
1.34K $1.27B
RY
Royal Bank Of Canada

Financial Services
87
+ 2.59%
$128.46 - $148.6 $11.2K - $12.9K
3.45K $508M
PG
Procter & Gamble CO

Consumer Defensive
517
+ 15.73%
$150.47 - $161.22 $77.8K - $83.4K
3.8K $584M
LRGF
Ishares Tr

ETFs
95
+ 0.9%
$64.13 - $69.24 $6.09K - $6.58K
10.6K $732M
TALK
Talkspace, Inc.

Healthcare
20.4K
New
$2.27 - $2.8 $46.3K - $57.2K
20.4K $56.3M
ADI
Analog Devices Inc

Technology
128
+ 3.97%
$220.68 - $255.63 $28.2K - $32.7K
3.35K $823M
VBK
Vanguard Small Cap Growth ETF

ETFs
40
+ 1.93%
$276.51 - $305.12 $11.1K - $12.2K
2.12K $630M
SHW
Sherwin Williams CO

Basic Materials
146
+ 16.13%
$330.88 - $375.23 $48.3K - $54.8K
1.05K $364M
PM
Philip Morris International Inc.

Consumer Defensive
455
+ 31.91%
$157.77 - $183.27 $71.8K - $83.4K
1.88K $305M
CHD
Church & Dwight CO Inc

Consumer Defensive
646
+ 30.59%
$85.84 - $99.09 $55.5K - $64K
2.76K $242M
WIT
Wipro LTD

Technology
13.9K
New
$2.63 - $3.11 $36.7K - $43.4K
13.9K $36.7M
Linde PLC
39
+ 1.83%
N/A
2.17K $1.03B
SPGI
S&P Global Inc.

Financial Services
136
+ 14.04%
$484.94 - $564.15 $66K - $76.7K
1.11K $538M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
403
+ 1.62%
$25.72 - $27.0 $10.4K - $10.9K
25.3K $675M
ACWI
Ishares Msci Acwi ETF

ETFs
6
+ 0.27%
$128.32 - $138.41 $770 - $830
2.23K $308M
ICE
Intercontinental Exchange, Inc.

Financial Services
392
+ 12.28%
$167.28 - $188.45 $65.6K - $73.9K
3.58K $604M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
15
+ 0.26%
$60.96 - $64.31 $914 - $965
5.68K $361M
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 7.54%
$915.95 - $994.57 $108K - $117K
1.68K $1.56B
SYK
Stryker Corp

Healthcare
161
+ 7.89%
$368.57 - $403.53 $59.3K - $65K
2.2K $814M
EMR
Emerson Electric CO

Industrials
79
+ 2.06%
$128.6 - $149.63 $10.2K - $11.8K
3.92K $514M
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 0.42%
$233.75 - $266.89 $3.04K - $3.47K
3.08K $733M
CTAS
Cintas Corp

Industrials
62
+ 4.14%
$199.29 - $226.27 $12.4K - $14K
1.56K $320M
TXN
Texas Instruments Inc

Technology
48
+ 1.73%
N/A
2.82K $518M
FDS
Factset Research Systems Inc

Financial Services
164
+ 23.73%
$283.86 - $450.3 $46.6K - $73.8K
855 $245M
Activity Summary
Buys All Purchases 127 New Holdings 28 Increased Positions 99 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 7 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