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
AAPL
Apple Inc.

Technology
15.6K
+ 37.73%
$202.38 - $256.87 $3.15M - $4M
56.9K $14.5B
NVDA
Nvidia Corp

Technology
16.8K
+ 52.81%
$153.3 - $186.58 $2.57M - $3.13M
48.6K $9.06B
GOOG
Alphabet Inc.

Communication Services
10.7K
+ 51.74%
$175.16 - $255.24 $1.88M - $2.74M
31.4K $7.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.74K
+ 2.94%
$567.77 - $614.76 $987K - $1.07M
60.9K $37.3B
MSFT
Microsoft Corp

Technology
6.02K
+ 34.27%
$491.09 - $535.64 $2.96M - $3.23M
23.6K $12.2B
AMZN
Amazon Com Inc

Consumer Cyclical
10.1K
+ 56.32%
$211.65 - $238.24 $2.14M - $2.41M
28K $6.16B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
852
+ 1.04%
$225.11 - $247.9 $192K - $211K
82.6K $20.4B
TSLA
Tesla, Inc.

Consumer Cyclical
1.57K
+ 19.94%
$293.94 - $444.72 $463K - $700K
9.47K $4.21B
JPM
Jpmorgan Chase & CO

Financial Services
4.02K
+ 26.83%
$282.78 - $316.06 $1.14M - $1.27M
19K $5.99B
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.3K
+ 3.41%
$102.17 - $110.66 $541K - $586K
161K $17.8B
MS
Morgan Stanley

Financial Services
7.79K
+ 83.03%
$139.09 - $161.16 $1.08M - $1.25M
17.2K $2.73B
GOOGL
Alphabet Inc.

Communication Services
3.7K
+ 50.11%
$174.36 - $254.72 $644K - $941K
11.1K $2.69B
ALL
Allstate Corp

Financial Services
4.7K
+ 28.97%
$192.0 - $214.65 $902K - $1.01M
20.9K $4.49B
AVGO
Broadcom Inc.

Technology
3.05K
+ 76.15%
$264.74 - $369.57 $807K - $1.13M
7.05K $2.33B
META
Meta Platforms, Inc.

Communication Services
1.65K
+ 61.29%
$695.21 - $791.73 $1.15M - $1.3M
4.34K $3.19B
CGGR
Capital Group Growth ETF Shs C

ETFs
22.1K
+ 52.31%
$40.2 - $44.58 $890K - $987K
64.5K $2.83B
Capital Group International
32.5K
New
N/A
32.5K $1.1B
GTO
Invesco Actively Managed ETF T

ETFs
15K
+ 11.67%
$46.43 - $47.91 $698K - $720K
144K $6.83B
GES
Guess Inc

Consumer Cyclical
233
+ 0.15%
$12.39 - $16.91 $2.89K - $3.94K
156K $2.61B
MPAA
Motorcar Parts America Inc

Consumer Cyclical
15.6K
+ 20.4%
$10.15 - $17.41 $158K - $271K
91.9K $1.52B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.04K
+ 61.99%
$60.01 - $65.01 $542K - $588K
23.6K $1.54B
SPY
Spdr S&P 500 ETF Trust

ETFs
240
+ 2.77%
$617.65 - $666.84 $148K - $160K
8.89K $5.92B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.05K
New
$103.83 - $179.9 $316K - $548K
3.05K $544M
ORCL
Oracle Corp

Technology
1.02K
+ 26.01%
$218.96 - $328.33 $224K - $336K
4.95K $1.39B
LLY
Eli Lilly & CO

Healthcare
713
+ 94.56%
$625.65 - $812.69 $446K - $579K
1.47K $1.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.99K
+ 9.41%
$50.47 - $50.74 $504K - $507K
116K $5.89B
VTI
Vanguard Total Stock Market Et

ETFs
594
+ 4.91%
$303.93 - $329.86 $181K - $196K
12.7K $4.17B
TJX
Tjx Companies Inc

Consumer Cyclical
2.78K
+ 74.25%
$121.35 - $144.54 $337K - $402K
6.52K $943M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.9K
+ 10.77%
$25.67 - $27.21 $382K - $405K
153K $4.13B
HD
Home Depot, Inc.

Consumer Cyclical
624
+ 20.48%
$357.4 - $423.42 $223K - $264K
3.67K $1.49B
UNH
Unitedhealth Group Inc

Healthcare
946
+ 82.48%
$237.77 - $353.61 $225K - $335K
2.09K $723M
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 49.95%
$155.17 - $185.42 $212K - $253K
4.1K $760M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.39K
+ 5.3%
$59.19 - $64.47 $141K - $154K
47.4K $3.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
280
+ 0.29%
$62.09 - $66.51 $17.4K - $18.6K
97.9K $6.39B
UBER
Uber Technologies, Inc

Technology
3.38K
New
$86.91 - $99.57 $293K - $336K
3.38K $331M
XOM
Exxon Mobil Corp

Energy
2.58K
+ 53.59%
$105.83 - $117.22 $273K - $303K
7.4K $834M
ABBV
Abb Vie Inc.

Healthcare
1.07K
+ 83.78%
$184.85 - $231.54 $199K - $249K
2.36K $546M
TMO
Thermo Fisher Scientific Inc.

Healthcare
629
New
$404.94 - $499.99 $255K - $314K
629 $305M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
498
+ 15.5%
$459.11 - $506.91 $229K - $252K
3.71K $1.87B
IBM
International Business Machines Corp

Technology
1.08K
New
$234.77 - $292.47 $253K - $316K
1.08K $304M
QCOM
Qualcomm Inc

Technology
1.74K
+ 93.34%
$145.84 - $173.55 $254K - $302K
3.6K $599M
KO
Coca Cola CO

Consumer Defensive
4.4K
New
$65.67 - $71.67 $289K - $315K
4.4K $292M
Ishares Bitcoin Trust ETF
4.45K
New
N/A
4.45K $289M
AMD
Advanced Micro Devices Inc

Technology
1.13K
+ 24.56%
$134.8 - $184.42 $152K - $208K
5.73K $927M
CVX
Chevron Corp

Energy
1.36K
+ 29.77%
$145.57 - $161.83 $198K - $220K
5.93K $921M
GS
Goldman Sachs Group Inc

Financial Services
212
+ 19.33%
$696.56 - $806.32 $148K - $171K
1.31K $1.04B
WMT
Walmart Inc.

Consumer Defensive
2.13K
+ 24.41%
$94.4 - $104.27 $201K - $222K
10.8K $1.12B
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$167.06 - $208.19 $217K - $270K
1.3K $264M
BA
Boeing CO

Industrials
1.22K
New
$209.79 - $237.38 $256K - $290K
1.22K $264M
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
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