Atlas Legacy Advisors, LLC Reduced Holdings in Q4 2025

Atlas Legacy Advisors, LLC

  • $571 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-273
- 5.51%
$217.57 - $313.0 $59.4K - $85.4K
4.68K $904M
HD
Home Depot, Inc.

Consumer Cyclical
-361
- 9.83%
$358.03 - $397.02 $129K - $143K
3.31K $1.14B
ALL
Allstate Corp

Financial Services
-250
- 1.19%
$190.0 - $214.3 $47.5K - $53.6K
20.7K $4.23B
JPM
Jpmorgan Chase & CO

Financial Services
-975
- 5.13%
$294.11 - $320.41 $287K - $312K
18K $5.74B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-817
- 26.82%
$153.8 - $189.34 $126K - $155K
2.23K $331M
CVX
Chevron Corp

Energy
-915
- 15.42%
$148.9 - $157.72 $136K - $144K
5.02K $774M
ABT
Abbott Laboratories

Healthcare
-422
- 14.94%
$123.62 - $134.59 $52.2K - $56.8K
2.4K $300M
PLTR
Palantir Technologies Inc.

Technology
-38
- 0.3%
$172.14 - $207.18 $6.54K - $7.87K
12.8K $2.26B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-474
- 1.57%
$46.96 - $49.73 $22.3K - $23.6K
29.7K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
-125
- 3.29%
$145.5 - $153.18 $18.2K - $19.1K
3.68K $529M
DIS
Walt Disney CO

Communication Services
-305
- 10.57%
$105.69 - $116.65 $32.2K - $35.6K
2.58K $291M
SUB
Ishares Short Term National Mu

ETFs
-312
- 10.59%
$106.22 - $106.81 $33.1K - $33.3K
2.63K $281M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-512
- 5.78%
$47.86 - $48.14 $24.5K - $24.6K
8.35K $401M
CGCP
Capital Group Core Plus Income

ETFs
-1.05K
- 4.19%
$22.64 - $22.98 $23.8K - $24.2K
24.1K $545M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-478
- 8.41%
$50.37 - $50.58 $24.1K - $24.2K
5.2K $262M
XLC
Select Sector Spdr Tr Communic

ETFs
-115
- 1.39%
$111.33 - $117.16 $12.8K - $13.5K
8.18K $963M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-83
- 1.93%
$70.3 - $73.05 $5.83K - $6.06K
4.21K $301M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-107
- 0.83%
$42.11 - $44.28 $4.51K - $4.74K
12.7K $550M
AOA
Ishares Tr Core Aggressive All

ETFs
-200
- 7.2%
$86.51 - $90.12 $17.3K - $18K
2.58K $231M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-99
- 1.74%
$61.61 - $63.45 $6.1K - $6.28K
5.58K $348M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-254
- 3.38%
$52.21 - $52.72 $13.3K - $13.4K
7.25K $380M
MUB
Ishares National Muni Bond ETF

ETFs
-107
- 2.51%
$106.36 - $107.61 $11.4K - $11.5K
4.16K $445M
PM
Philip Morris International Inc.

Consumer Defensive
-19
- 1.01%
$144.33 - $160.86 $2.74K - $3.06K
1.86K $302M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-17
- 0.24%
$49.98 - $53.0 $850 - $901
7.19K $374M
GES
Guess Inc

Consumer Cyclical
-53
- 0.03%
$16.72 - $17.05 $886 - $904
156K $2.62B
GE
General Electric CO

Industrials
-18
- 1.33%
$291.49 - $314.28 $5.25K - $5.66K
1.34K $414M
IEMG
Ishares Inc

ETFs
-55
- 0.37%
N/A
14.7K $991M
CSCO
Cisco Systems, Inc.

Technology
-143
- 1.74%
$67.46 - $78.0 $9.65K - $11.2K
8.07K $616M
RY
Royal Bank Of Canada

Financial Services
-43
- 1.25%
$143.64 - $149.05 $6.18K - $6.41K
3.41K $580M
GS
Goldman Sachs Group Inc

Financial Services
-14
- 1.07%
$744.6 - $838.97 $10.4K - $11.7K
1.3K $1.15B
MS
Morgan Stanley

Financial Services
-767
- 4.47%
$151.86 - $169.92 $116K - $130K
16.4K $2.95B
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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