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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92204A702

VGT|92204A702

Shares:8.5K

Value:$4.9M

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

464287234

EEM|464287234

Shares:106.6K

Value:$4.7M

% of Portfolio:1.2% ($4.7M/$393.6M)

464288240

Shares:76.4K

Value:$4.3M

% of Portfolio:1.1% ($4.3M/$393.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:16.4K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$393.6M)

464287507

IJH|464287507

Shares:65.8K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$393.6M)

921932885

IVOO|921932885

Shares:35.6K

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$393.6M)

78464A664

Shares:130.3K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$393.6M)

46434G764

EMXC|46434G764

Shares:61.3K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$393.6M)

Alphabet Inc.

GOOG|02079K107

Shares:22.0K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$393.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.1K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$393.6M)

ALLSTATE CORP

ALL|020002101

Shares:16.2K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$393.6M)

921909768

VXUS|921909768

Shares:53.1K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$393.6M)

46138E727

Shares:142.2K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$393.6M)

AMAZON COM INC

AMZN|023135106

Shares:15.5K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$393.6M)

922908553

VNQ|922908553

Shares:30.5K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$393.6M)

81369Y803

XLK|81369Y803

Shares:13.3K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$393.6M)

NVIDIA CORP

NVDA|67066G104

Shares:25.2K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$393.6M)

922908769

VTI|922908769

Shares:9.1K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$393.6M)

46641Q118

Shares:42.2K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$393.6M)

381430529

Shares:24.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$393.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	8.5K	QoQ -61.08% (-13.4K) YoY-	All Managers (Combined)	$4.9M	1.2% ($4.9M/$393.6M)	QoQ -64.36% (-$8.8M) YoY-
(EEMcusip464287234)	106.6K	QoQ -4.02% (-4.5K) YoY-	All Managers (Combined)	$4.7M	1.2% ($4.7M/$393.6M)	QoQ +0.29% (-$13.6K) YoY-
(cusip464288240)✕	76.4K	QoQ NEW(+76.4K) YoY-	All Managers (Combined)	$4.3M	1.1% ($4.3M/$393.6M)	QoQ NEW(+$4.3M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	16.4K	QoQ +1.28% (+208) YoY-	All Managers (Combined)	$4.0M	1.0% ($4.0M/$393.6M)	QoQ +3.64% (+$141.5K) YoY-
(IJHcusip464287507)	65.8K	QoQ +183.45% (+42.6K) YoY-	All Managers (Combined)	$3.8M	1.0% ($3.8M/$393.6M)	QoQ +165.44% (+$2.4M) YoY-
(IVOOcusip921932885)	35.6K	QoQ -1.63% (-592) YoY-	All Managers (Combined)	$3.6M	0.9% ($3.6M/$393.6M)	QoQ -5.23% (-$199.8K) YoY-
(cusip78464A664)✕	130.3K	QoQ NEW(+130.3K) YoY-	All Managers (Combined)	$3.5M	0.9% ($3.5M/$393.6M)	QoQ NEW(+$3.5M) YoY-
(EMXCcusip46434G764)	61.3K	QoQ -7.28% (-4.8K) YoY-	All Managers (Combined)	$3.5M	0.9% ($3.5M/$393.6M)	QoQ -5.52% (-$202.5K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	22.0K	QoQ -0.10% (-24) YoY-	All Managers (Combined)	$3.4M	0.9% ($3.4M/$393.6M)	QoQ -18.05% (-$758.7K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.1K	QoQ -14.93% (-1.1K) YoY-	All Managers (Combined)	$3.4M	0.9% ($3.4M/$393.6M)	QoQ -18.81% (-$789.7K) YoY-
ALLSTATE CORP(ALLcusip020002101)	16.2K	QoQ -0.04% (-7) YoY-	All Managers (Combined)	$3.4M	0.9% ($3.4M/$393.6M)	QoQ +7.36% (-$229.9K) YoY-
(VXUScusip921909768)	53.1K	QoQ +0.93% (+490) YoY-	All Managers (Combined)	$3.3M	0.8% ($3.3M/$393.6M)	QoQ +6.36% (+$197.2K) YoY-
(cusip46138E727)✕	142.2K	QoQ -71.67% (-359.9K) YoY-	All Managers (Combined)	$3.1M	0.8% ($3.1M/$393.6M)	QoQ -69.50% (-$7.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	15.5K	QoQ +2.44% (-371) YoY-	All Managers (Combined)	$3.0M	0.8% ($3.0M/$393.6M)	QoQ -11.15% (-$371.5K) YoY-
(VNQcusip922908553)	30.5K	QoQ -34.89% (-16.4K) YoY-	All Managers (Combined)	$2.8M	0.7% ($2.8M/$393.6M)	QoQ -33.82% (-$1.4M) YoY-
(XLKcusip81369Y803)	13.3K	QoQ -33.81% (-6.8K) YoY-	All Managers (Combined)	$2.7M	0.7% ($2.7M/$393.6M)	QoQ -41.22% (-$1.9M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	25.2K	QoQ +0.05% (-15) YoY-	All Managers (Combined)	$2.7M	0.7% ($2.7M/$393.6M)	QoQ -19.24% (-$651.3K) YoY-
(VTIcusip922908769)	9.1K	QoQ -77.62% (-31.6K) YoY-	All Managers (Combined)	$2.5M	0.6% ($2.5M/$393.6M)	QoQ -78.77% (-$9.3M) YoY-
(cusip46641Q118)✕	42.2K	QoQ NEW(+42.2K) YoY-	All Managers (Combined)	$2.4M	0.6% ($2.4M/$393.6M)	QoQ NEW(+$2.4M) YoY-
(cusip381430529)✕	24.1K	QoQ -5.16% (-1.3K) YoY-	All Managers (Combined)	$2.4M	0.6% ($2.4M/$393.6M)	QoQ -4.98% (-$126.8K) YoY-