Atlas-Legacy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "INMD",
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  null,
  "BLK",
  "AVGO",
  "LOW",
  "BRO",
  null,
  null,
  null,
  null,
  "QS",
  "GD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  "EMXC",
  "ITW",
  "EMR",
  "ICE",
  "MUB",
  "META",
  "MPAA",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "LIN",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "BX",
  "IJR",
  "ORCL",
  "PAYX",
  "VHT",
  "EEM",
  "IWF",
  "PEP",
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "VZ",
  "AMGN",
  "PPG",
  "IEFA",
  "SPGI",
  "RY",
  "SHW",
  "O",
  "RTX",
  null,
  null,
  "BP",
  null,
  "SYK",
  "SBUX",
  "TXN",
  "TJX",
  "UPS",
  "VNQ",
  "VO",
  "IVOO",
  null,
  "VWO",
  null,
  "NJR",
  "VIG",
  "IWN",
  "VYM",
  null,
  null,
  "GES",
  null,
  "AFL",
  "AMD",
  "IWR",
  null,
  null,
  "FDS",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VXUS",
  "VBK",
  "VTEB",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WIT",
  "XYL",
  null,
  null,
  null,
  "DVY",
  null,
  null,
  "PSX",
  "DIA",
  null,
  null,
  null,
  null,
  "GWW",
  "ESGU",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BR",
  "CVX",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "CL",
  "COST",
  "CRWD",
  "RSP",
  "EFA",
  "ADI",
  "USMV",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 176
Total Value: 393623929
Accession Number: 0002054111-25-000003
Form Type: 13F-HR
CIK: atlas-legacy-advisors
Manager Name: Atlas-Legacy-Advisors

Data Enrichment

74% identified

130 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

176 positions • $393.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287721

Shares:222.5K

Value:$33.3M

% of Portfolio:8.5% ($33.3M/$393.6M)

922908363

VOO|922908363

Shares:56.5K

Value:$29.0M

% of Portfolio:7.4% ($29.0M/$393.6M)

464287200

IVV|464287200

Shares:50.2K

Value:$28.2M

% of Portfolio:7.2% ($28.2M/$393.6M)

46138G649

Shares:81.5K

Value:$16.5M

% of Portfolio:4.2% ($16.5M/$393.6M)

46138G698

Shares:154.2K

Value:$15.5M

% of Portfolio:3.9% ($15.5M/$393.6M)

464287499

IWR|464287499

Shares:154.1K

Value:$13.1M

% of Portfolio:3.3% ($13.1M/$393.6M)

46138E206

Shares:445.0K

Value:$10.7M

% of Portfolio:2.7% ($10.7M/$393.6M)

92204A504

VHT|92204A504

Shares:37.3K

Value:$9.9M

% of Portfolio:2.5% ($9.9M/$393.6M)

921946406

VYM|921946406

Shares:71.2K

Value:$9.2M

% of Portfolio:2.3% ($9.2M/$393.6M)

46137V357

RSP|46137V357

Shares:45.3K

Value:$7.9M

% of Portfolio:2.0% ($7.9M/$393.6M)

46432F842

IEFA|46432F842

Shares:102.0K

Value:$7.7M

% of Portfolio:2.0% ($7.7M/$393.6M)

Apple Inc.

AAPL|037833100

Shares:34.7K

Value:$7.7M

% of Portfolio:2.0% ($7.7M/$393.6M)

46137V464

Shares:58.5K

Value:$6.9M

% of Portfolio:1.8% ($6.9M/$393.6M)

464287804

IJR|464287804

Shares:64.1K

Value:$6.7M

% of Portfolio:1.7% ($6.7M/$393.6M)

MICROSOFT CORP

MSFT|594918104

Shares:16.8K

Value:$6.3M

% of Portfolio:1.6% ($6.3M/$393.6M)

33734H106

Shares:136.8K

Value:$6.1M

% of Portfolio:1.5% ($6.1M/$393.6M)

46435G425

ESGU|46435G425

Shares:48.1K

Value:$6.0M

% of Portfolio:1.5% ($6.0M/$393.6M)

46090A804

Shares:123.2K

Value:$5.8M

% of Portfolio:1.5% ($5.8M/$393.6M)

46641Q837

Shares:103.1K

Value:$5.2M

% of Portfolio:1.3% ($5.2M/$393.6M)

921910733

ESGV|921910733

Shares:48.2K

Value:$4.9M

% of Portfolio:1.2% ($4.9M/$393.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	222.5K	QoQ -7.32% (-17.6K) YoY-	All Managers (Combined)	$33.3M	8.5% ($33.3M/$393.6M)	QoQ -13.04% (-$5.0M) YoY-
(VOOcusip922908363)	56.5K	QoQ +110.63% (+29.7K) YoY-	All Managers (Combined)	$29.0M	7.4% ($29.0M/$393.6M)	QoQ +100.91% (+$14.6M) YoY-
(IVVcusip464287200)	50.2K	QoQ -2.81% (-1.5K) YoY-	All Managers (Combined)	$28.2M	7.2% ($28.2M/$393.6M)	QoQ -7.23% (-$2.2M) YoY-
(cusip46138G649)✕	81.5K	QoQ NEW(+81.5K) YoY-	All Managers (Combined)	$16.5M	4.2% ($16.5M/$393.6M)	QoQ NEW(+$16.5M) YoY-
(cusip46138G698)✕	154.2K	QoQ NEW(+154.2K) YoY-	All Managers (Combined)	$15.5M	3.9% ($15.5M/$393.6M)	QoQ NEW(+$15.5M) YoY-
(IWRcusip464287499)	154.1K	QoQ -44.63% (-124.2K) YoY-	All Managers (Combined)	$13.1M	3.3% ($13.1M/$393.6M)	QoQ -46.71% (-$11.5M) YoY-
(cusip46138E206)✕	445.0K	QoQ -0.95% (-4.3K) YoY-	All Managers (Combined)	$10.7M	2.7% ($10.7M/$393.6M)	QoQ -4.01% (-$446.1K) YoY-
(VHTcusip92204A504)	37.3K	QoQ -1.61% (-611) YoY-	All Managers (Combined)	$9.9M	2.5% ($9.9M/$393.6M)	QoQ +2.67% (-$256.9K) YoY-
(VYMcusip921946406)	71.2K	QoQ -3.26% (-2.4K) YoY-	All Managers (Combined)	$9.2M	2.3% ($9.2M/$393.6M)	QoQ -2.22% (-$208.9K) YoY-
(RSPcusip46137V357)	45.3K	QoQ -19.12% (-10.7K) YoY-	All Managers (Combined)	$7.9M	2.0% ($7.9M/$393.6M)	QoQ -20.04% (-$2.0M) YoY-
(IEFAcusip46432F842)	102.0K	QoQ NEW(+102.0K) YoY-	All Managers (Combined)	$7.7M	2.0% ($7.7M/$393.6M)	QoQ NEW(+$7.7M) YoY-
Apple Inc.(AAPLcusip037833100)	34.7K	QoQ -9.67% (-3.7K) YoY-	All Managers (Combined)	$7.7M	2.0% ($7.7M/$393.6M)	QoQ -19.87% (-$1.9M) YoY-
(cusip46137V464)✕	58.5K	QoQ -0.46% (-276) YoY-	All Managers (Combined)	$6.9M	1.8% ($6.9M/$393.6M)	QoQ -4.80% (-$348.6K) YoY-
(IJRcusip464287804)	64.1K	QoQ -48.39% (-60.1K) YoY-	All Managers (Combined)	$6.7M	1.7% ($6.7M/$393.6M)	QoQ -53.15% (-$7.6M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	16.8K	QoQ -5.04% (-895) YoY-	All Managers (Combined)	$6.3M	1.6% ($6.3M/$393.6M)	QoQ -15.43% (-$1.2M) YoY-
(cusip33734H106)✕	136.8K	QoQ -1.90% (-2.7K) YoY-	All Managers (Combined)	$6.1M	1.5% ($6.1M/$393.6M)	QoQ +0.23% (-$14.1K) YoY-
(ESGUcusip46435G425)	48.1K	QoQ -3.60% (-1.8K) YoY-	All Managers (Combined)	$6.0M	1.5% ($6.0M/$393.6M)	QoQ -6.04% (-$388.3K) YoY-
(cusip46090A804)✕	123.2K	QoQ NEW(+123.2K) YoY-	All Managers (Combined)	$5.8M	1.5% ($5.8M/$393.6M)	QoQ NEW(+$5.8M) YoY-
(cusip46641Q837)✕	103.1K	QoQ +726.00% (+90.6K) YoY-	All Managers (Combined)	$5.2M	1.3% ($5.2M/$393.6M)	QoQ +730.26% (+$4.6M) YoY-
(ESGVcusip921910733)	48.2K	QoQ -1.86% (-915) YoY-	All Managers (Combined)	$4.9M	1.2% ($4.9M/$393.6M)	QoQ -5.13% (-$264.2K) YoY-