Atlas Legacy Advisors, LLC Sells in Q3 2025

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-4.21K
- 15.41%
$99.82 - $100.23 $420K - $422K
23.1K $2.31B
FVD
First Tr Value Line Divid Inde

ETFs
-13K
- 9.42%
$44.73 - $46.86 $581K - $608K
125K $5.77B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.91K
- 13.92%
$87.29 - $93.61 $516K - $553K
36.6K $3.41B
BRO
Brown & Brown, Inc.

Financial Services
-2.04K
- 22.61%
$90.88 - $108.93 $185K - $222K
6.98K $655M
PAYX
Paychex Inc

Industrials
-1.7K
- 39.02%
$126.69 - $147.99 $215K - $252K
2.66K $337M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7.41K
- 19.71%
$47.56 - $49.7 $352K - $368K
30.2K $1.49B
VO
Vanguard Mid Cap ETF

ETFs
-1.14K
- 22.48%
$279.83 - $293.74 $319K - $335K
3.93K $1.15B
VNQ
Vanguard Specialized Funds Van

ETFs
-3.57K
- 11.93%
$88.47 - $93.24 $316K - $333K
26.3K $2.41B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.59K
- 6.61%
$181.56 - $190.33 $653K - $684K
50.8K $9.63B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.43K
- 7.48%
$128.6 - $136.01 $570K - $603K
54.8K $7.41B
DVY
Ishares Tr

ETFs
-1.75K
- 18.94%
$133.88 - $142.57 $234K - $249K
7.47K $1.06B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-3.22K
- 8.95%
$105.03 - $112.54 $338K - $363K
32.8K $3.62B
CB
Chubb LTD

Financial Services
-429
- 13.19%
$265.99 - $289.59 $114K - $124K
2.82K $797M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.07K
- 9.66%
$68.24 - $73.73 $346K - $374K
47.4K $3.48B
VUG
Vanguard Growth ETF

ETFs
-786
- 13.82%
$433.97 - $484.08 $341K - $380K
4.9K $2.35B
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.59K
- 5.58%
$92.26 - $97.51 $700K - $740K
128K $12.4B
ACN
Accenture PLC

Technology
-94
- 5.98%
$232.56 - $304.78 $21.9K - $28.6K
1.48K $364M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.02K
- 8.26%
$134.94 - $145.86 $542K - $586K
44.6K $6.5B
ADP
Automatic Data Processing Inc

Industrials
-130
- 5.36%
$288.69 - $310.94 $37.5K - $40.4K
2.3K $674M
CGXU
Capital Group Intl Focus Equit

ETFs
-8K
- 12.01%
$26.49 - $29.62 $212K - $237K
58.6K $1.74B
HON
Honeywell International Inc

Industrials
-116
- 6.21%
$207.7 - $240.4 $24.1K - $27.9K
1.75K $369M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.68K
- 11.59%
$42.43 - $45.05 $71.3K - $75.7K
12.8K $564M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.49K
- 13.32%
$56.98 - $61.66 $84.9K - $91.9K
9.69K $593M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.95K
- 7.55%
$62.54 - $68.42 $310K - $339K
60.6K $4.09B
ITW
Illinois Tool Works Inc

Industrials
-254
- 16.04%
$252.31 - $269.41 $64.1K - $68.4K
1.33K $347M
EEMV
Ishares Msci Emerging Markets

ETFs
-785
- 5.53%
$61.94 - $64.63 $48.6K - $50.7K
13.4K $856M
PLTR
Palantir Technologies Inc.

Technology
-4.38K
- 25.5%
$130.68 - $186.97 $573K - $819K
12.8K $2.34B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-98
- 1.09%
$47.76 - $48.46 $4.68K - $4.75K
8.86K $427M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-152
- 1.99%
$50.9 - $52.37 $7.74K - $7.96K
7.51K $392M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-189
- 2.07%
$48.5 - $50.19 $9.17K - $9.49K
8.93K $447M
SUB
Ishares Short Term National Mu

ETFs
-12
- 0.41%
$106.17 - $107.3 $1.27K - $1.29K
2.95K $314M
VTV
Vanguard Value ETF

ETFs
-501
- 5.16%
$175.51 - $186.57 $87.9K - $93.5K
9.21K $1.72B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-20
- 0.35%
$50.09 - $50.73 $1K - $1.01K
5.68K $287M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2
- 0.05%
$72.01 - $74.44 $144 - $149
4.29K $316M
MUB
Ishares National Muni Bond ETF

ETFs
-53
- 1.23%
$103.24 - $106.68 $5.47K - $5.65K
4.26K $454M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-101
- 0.77%
$92.18 - $95.14 $9.31K - $9.61K
13.1K $1.24B
IYR
Ishares Tr

ETFs
-94
- 1.22%
$94.16 - $98.46 $8.85K - $9.26K
7.62K $740M
EMB
Ishares Tr

ETFs
-9
- 0.24%
$91.52 - $95.59 $824 - $860
3.82K $363M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-56
- 0.26%
$21.62 - $22.81 $1.21K - $1.28K
21.2K $478M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.45K
- 7.1%
$109.47 - $119.06 $377K - $410K
45.1K $5.34B
IWN
Ishares Russell2000 Val ETF

ETFs
-535
- 8.95%
$157.1 - $178.94 $84K - $95.7K
5.44K $962M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-180
- 2.44%
$47.78 - $52.76 $8.6K - $9.5K
7.21K $376M
XLE
Energy Sector Spdr

ETFs
-12
- 0.16%
$84.25 - $91.99 $1.01K - $1.1K
7.58K $677M
VHT
Vanguard Health Care ETF

ETFs
-1.45K
- 3.94%
$239.12 - $259.95 $347K - $377K
35.4K $9.18B
LOW
Lowes Companies Inc

Consumer Cyclical
-98
- 4.27%
$215.01 - $273.02 $21.1K - $26.8K
2.2K $552M
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.57%
N/A
4.35K $938M
VEA
Vanguard Ftse Developed Market

ETFs
-670
- 2.11%
$56.02 - $60.3 $37.5K - $40.4K
31.1K $1.86B
FYX
First Tr Small Cap Core Alphad

ETFs
-4
- 0.09%
$96.35 - $111.0 $385 - $444
4.68K $510M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.53%
$546.99 - $602.2 $5.47K - $6.02K
1.89K $1.14B
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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