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:

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AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$393.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:616

Value:$217.2K

% of Portfolio:0.1% ($217.2K/$393.6M)

ADOBE INC.

ADBE|00724F101

Shares:565

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$393.6M)

33734Y109

Shares:2.4K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$393.6M)

921937827

BSV|921937827

Shares:2.7K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$393.6M)

PEPSICO INC

PEP|713448108

Shares:1.4K

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$393.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.1K

Value:$213.9K

% of Portfolio:0.1% ($213.9K/$393.6M)

PPG INDUSTRIES INC

PPG|693506107

Shares:1.9K

Value:$212.5K

% of Portfolio:0.1% ($212.5K/$393.6M)

72201R874

Shares:4.1K

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$393.6M)

464287614

IWF|464287614

Shares:563

Value:$203.3K

% of Portfolio:0.1% ($203.3K/$393.6M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:970

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$393.6M)

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:4.1K

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$393.6M)

STARBUCKS CORP

SBUX|855244109

Shares:2.0K

Value:$201.0K

% of Portfolio:0.1% ($201.0K/$393.6M)

WIPRO LTD

WIT|97651M109

Shares:17.4K

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$393.6M)

QuantumScape Corp

QS|74767V109

Shares:10.1K

Value:$47.4K

% of Portfolio:0.0% ($47.4K/$393.6M)

539319301

Shares:12.7K

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$393.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ -34.71% (-560) YoY-	All Managers (Combined)	$220.6K	0.1% ($220.6K/$393.6M)	QoQ -23.02% (-$66.0K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	616	QoQ -0.32% (-2) YoY-	All Managers (Combined)	$217.2K	0.1% ($217.2K/$393.6M)	QoQ +2.71% (-$5.7K) YoY-
ADOBE INC.(ADBEcusip00724F101)	565	QoQ +3.10% (-17) YoY-	All Managers (Combined)	$216.7K	0.1% ($216.7K/$393.6M)	QoQ -11.07% (-$27.0K) YoY-
(cusip33734Y109)✕	2.4K	QoQ -48.69% (-2.3K) YoY-	All Managers (Combined)	$216.4K	0.1% ($216.4K/$393.6M)	QoQ -54.26% (-$256.8K) YoY-
(BSVcusip921937827)	2.7K	QoQ NEW(+2.7K) YoY-	All Managers (Combined)	$214.9K	0.1% ($214.9K/$393.6M)	QoQ NEW(+$214.9K) YoY-
PEPSICO INC(PEPcusip713448108)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$214.0K	0.1% ($214.0K/$393.6M)	QoQ NEW(+$214.0K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.1K	QoQ +2.37% (-119) YoY-	All Managers (Combined)	$213.9K	0.1% ($213.9K/$393.6M)	QoQ -2.79% (-$6.2K) YoY-
PPG INDUSTRIES INC(PPGcusip693506107)	1.9K	QoQ -4.23% (-86) YoY-	All Managers (Combined)	$212.5K	0.1% ($212.5K/$393.6M)	QoQ -12.33% (-$29.9K) YoY-
(cusip72201R874)✕	4.1K	QoQ -28.67% (-1.7K) YoY-	All Managers (Combined)	$207.1K	0.1% ($207.1K/$393.6M)	QoQ -28.43% (-$82.3K) YoY-
(IWFcusip464287614)	563	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$203.3K	0.1% ($203.3K/$393.6M)	QoQ -10.08% (-$22.8K) YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	970	QoQ -0.41% (-4) YoY-	All Managers (Combined)	$203.0K	0.1% ($203.0K/$393.6M)	QoQ -0.87% (-$1.8K) YoY-
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	4.1K	QoQ -38.64% (-2.6K) YoY-	All Managers (Combined)	$202.2K	0.1% ($202.2K/$393.6M)	QoQ -35.63% (-$111.9K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$201.0K	0.1% ($201.0K/$393.6M)	QoQ NEW(+$201.0K) YoY-
WIPRO LTD(WITcusip97651M109)	17.4K	QoQ +5.00% (-828) YoY-	All Managers (Combined)	$54.0K	0.0% ($54.0K/$393.6M)	QoQ -7.75% (-$4.5K) YoY-
QuantumScape Corp(QScusip74767V109)	10.1K	QoQ -1.82% (-187) YoY-	All Managers (Combined)	$47.4K	0.0% ($47.4K/$393.6M)	QoQ -11.09% (-$5.9K) YoY-
(cusip539319301)✕	12.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$17.2K	0.0% ($17.2K/$393.6M)	QoQ -33.48% (-$8.6K) YoY-