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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Atlas-Legacy-Advisors
Data Enrichment
74% identified130 identified46 unidentified
Holdings
176 positions • $393.6M total value
Manager:
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46429B663
Shares:18.0K
Value:$2.1M
% of Portfolio:0.5% ($2.1M/$393.6M)
464288356
Shares:37.1K
Value:$2.1M
% of Portfolio:0.5% ($2.1M/$393.6M)
14020G101
Shares:55.0K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$393.6M)
14020W106
Shares:54.1K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$393.6M)
14019W109
Shares:73.1K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$393.6M)
46138E362
Shares:33.6K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$393.6M)
46435U853
Shares:39.1K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$393.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $2.4M | 0.6% ($2.4M/$393.6M) | YoY- | |
| 26.6K | YoY- | All Managers (Combined) | $2.2M | 0.6% ($2.2M/$393.6M) | YoY- | |
(cusip46429B663)✕ | 18.0K | YoY- | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$393.6M) | YoY- |
(cusip464288356)✕ | 37.1K | QoQ -2.31% (-878)YoY- | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$393.6M) | YoY- |
(cusip14020G101)✕ | 55.0K | YoY- | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$393.6M) | YoY- |
(cusip14020W106)✕ | 54.1K | YoY- | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$393.6M) | YoY- |
(cusip14019W109)✕ | 73.1K | QoQ +0.02% (+21)YoY- | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$393.6M) | YoY- |
| 156.7K | QoQ +0.55% (-868)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$393.6M) | YoY- | |
Tesla, Inc.(TSLAcusip88160R101) | 7.0K | QoQ -3.63% (-263)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$393.6M) | YoY- |
| 3.2K | QoQ -0.37% (-12)YoY- | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$393.6M) | YoY- | |
(cusip46138E362)✕ | 33.6K | YoY- | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$393.6M) | YoY- |
(cusip46435U853)✕ | 39.1K | QoQ NEW(+39.1K) YoY- | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$393.6M) | QoQ NEW(+$1.4M) YoY- |
| 16.3K | YoY- | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$393.6M) | YoY- | |
| 2.4K | QoQ +6.70% (+149)YoY- | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$393.6M) | YoY- | |
| 29.7K | YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- | |
InMode Ltd.(INMDcusipM5425M103) | 71.7K | YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- |
| 24.5K | YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- | |
| 5.7K | YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- | |
| 3.4K | YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- | |
| 7.2K | QoQ -5.36% (-409)YoY- | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$393.6M) | YoY- |