Atlas Legacy Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AL Atlas Legacy Advisors, LLC | Institutional Filer | ▼ 3.92% | $547.3M | 189 |
Current Portfolio Holdings
Showing all 189 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | — | 238K | $43.3M | 7.91% |
| 2 | VOO | VANGUARD INDEX FDS | — | 63K | $37.4M | 6.84% |
| 3 | IVV | ISHARES TR | — | 51K | $33.5M | 6.12% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | — | 97K | $23.1M | 4.23% |
| 5 | RWL | INVESCO EXCH TRADED FD TR II | — | 198K | $22.8M | 4.16% |
| 6 | EEM | ISHARES TR | — | 373K | $21.2M | 3.87% |
| 7 | IWR | ISHARES TR | — | 147K | $14.3M | 2.61% |
| 8 | VGT | VANGUARD WORLD FD | — | 25K | $13.1M | 2.39% |
| 9 | AAPL | Apple Inc. | Technology | 49K | $12.4M | 2.27% |
| 10 | IEFA | ISHARES TR | — | 124K | $11.3M | 2.06% |
| 11 | CMF | ISHARES TR | — | 198K | $11.3M | 2.06% |
| 12 | VHT | VANGUARD WORLD FD | — | 40K | $10.9M | 1.99% |
| 13 | VYM | VANGUARD WHITEHALL FDS | — | 73K | $10.8M | 1.97% |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | — | 53K | $10.1M | 1.85% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 15K | $9.8M | 1.79% |
Showing 1 to 15 of 189 holdings