Atlas Legacy Advisors, LLC Diversified Active

CIK: 0002054111 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Jan 31, 2025

Total Value ($000): $412,755 (100.0% shares, 0.0% debt)

Holdings (173)

IYW ISHARES TR 9.3%
Value ($000) $38,293 Shares 240,052 Est. Cost $159.52 Unrealized
IVV ISHARES TR 7.4%
Value ($000) $30,417 Shares 51,670 Est. Cost $588.68 Unrealized
IWR ISHARES TR 6.0%
Value ($000) $24,598 Shares 278,256 Est. Cost $88.40 Unrealized
VOO VANGUARD INDEX FDS 3.5%
Value ($000) $14,444 Shares 26,807 Est. Cost $538.81 Unrealized
IJR ISHARES TR 3.5%
Value ($000) $14,316 Shares 124,253 Est. Cost $115.22 Unrealized
VGT VANGUARD WORLD FD 3.3%
Value ($000) $13,638 Shares 21,933 Est. Cost $621.80 Unrealized
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $11,809 Shares 40,748 Est. Cost $289.81 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 2.7%
Value ($000) $11,097 Shares 449,290 Est. Cost $24.70 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 2.7%
Value ($000) $11,040 Shares 297,019 Est. Cost $37.17 Unrealized
PXH INVESCO EXCH TRADED FD TR II 2.5%
Value ($000) $10,282 Shares 502,070 Est. Cost $20.48 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.4%
Value ($000) $10,111 Shares 286,769 Est. Cost $35.26 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $9,824 Shares 56,063 Est. Cost $175.23 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $9,627 Shares 38,444 Est. Cost $234.51 Unrealized 0.0%
VHT VANGUARD WORLD FD 2.3%
Value ($000) $9,619 Shares 37,917 Est. Cost $253.69 Unrealized
EFA ISHARES TR 2.3%
Value ($000) $9,447 Shares 124,942 Est. Cost $75.61 Unrealized
VYM VANGUARD WHITEHALL FDS 2.3%
Value ($000) $9,393 Shares 73,616 Est. Cost $127.59 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,472 Shares 17,726 Est. Cost $422.35 Unrealized 0.0%
XMMO INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $7,258 Shares 58,757 Est. Cost $123.53 Unrealized
ESGU ISHARES TR 1.6%
Value ($000) $6,427 Shares 49,890 Est. Cost $128.82 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.5%
Value ($000) $6,085 Shares 139,433 Est. Cost $43.64 Unrealized
ESGV VANGUARD WORLD FD 1.2%
Value ($000) $5,148 Shares 49,081 Est. Cost $104.89 Unrealized
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $4,664 Shares 20,057 Est. Cost $232.52 Unrealized
EEM ISHARES TR 1.1%
Value ($000) $4,647 Shares 111,115 Est. Cost $41.82 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $4,203 Shares 22,068 Est. Cost $175.67 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $4,198 Shares 7,163 Est. Cost $586.08 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $4,178 Shares 46,898 Est. Cost $89.08 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $3,882 Shares 16,194 Est. Cost $228.03 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.9%
Value ($000) $3,815 Shares 36,164 Est. Cost $105.50 Unrealized
EMXC ISHARES INC 0.9%
Value ($000) $3,663 Shares 66,068 Est. Cost $55.45 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $3,384 Shares 25,200 Est. Cost $137.79 Unrealized 0.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $3,330 Shares 15,177 Est. Cost $204.58 Unrealized 0.0%
ALL ALLSTATE CORP 0.8%
Value ($000) $3,123 Shares 16,198 Est. Cost $189.83 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.8%
Value ($000) $3,100 Shares 52,608 Est. Cost $58.93 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $2,922 Shares 7,235 Est. Cost $321.74 Unrealized 0.0%
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $2,543 Shares 25,454 Est. Cost $99.92 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,259 Shares 5,505 Est. Cost $410.44 Unrealized
GUESS INC 0.5%
Value ($000) $2,191 Shares 155,829 Est. Cost $14.06 Unrealized
CMF ISHARES TR 0.5%
Value ($000) $2,174 Shares 37,950 Est. Cost $57.28 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,097 Shares 43,404 Est. Cost $48.31 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,043 Shares 3 Est. Cost $692527.00 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,821 Shares 7,577 Est. Cost $240.28 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.4%
Value ($000) $1,802 Shares 73,031 Est. Cost $24.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $1,728 Shares 22,853 Est. Cost $58.25 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $1,559 Shares 28,741 Est. Cost $54.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,457 Shares 3,214 Est. Cost $461.73 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,456 Shares 33,063 Est. Cost $44.04 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $1,446 Shares 23,208 Est. Cost $62.31 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,301 Shares 2,222 Est. Cost $584.74 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,292 Shares 27,017 Est. Cost $47.82 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,291 Shares 7,623 Est. Cost $169.30 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $1,277 Shares 11,376 Est. Cost $112.26 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,256 Shares 3,229 Est. Cost $397.26 Unrealized 0.0%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,220 Shares 1,157 Est. Cost $1116.02 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,218 Shares 1,329 Est. Cost $922.64 Unrealized 0.0%
MS MORGAN STANLEY 0.3%
Value ($000) $1,182 Shares 9,405 Est. Cost $119.51 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,142 Shares 4,325 Est. Cost $264.13 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $1,125 Shares 12,671 Est. Cost $88.79 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,090 Shares 2,154 Est. Cost $552.89 Unrealized 0.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,079 Shares 5,702 Est. Cost $174.14 Unrealized 0.0%
ARKK ARK ETF TR 0.3%
Value ($000) $1,046 Shares 18,423 Est. Cost $56.77 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $991 Shares 6,038 Est. Cost $164.17 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $951 Shares 40,606 Est. Cost $23.41 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $939 Shares 9,207 Est. Cost $106.04 Unrealized 0.0%
COR CENCORA INC 0.2%
Value ($000) $930 Shares 4,141 Est. Cost $233.11 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $906 Shares 1,773 Est. Cost $511.23 Unrealized
ACWI ISHARES TR 0.2%
Value ($000) $897 Shares 7,634 Est. Cost $117.50 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $894 Shares 8,643 Est. Cost $106.42 Unrealized 0.0%
CB CHUBB LIMITED 0.2%
Value ($000) $873 Shares 3,158 Est. Cost $281.36 Unrealized 0.0%
INMD INMODE LTD 0.2%
Value ($000) $848 Shares 50,799 Est. Cost $17.74 Unrealized 0.0%
LIN LINDE PLC 0.2%
Value ($000) $848 Shares 2,025 Est. Cost $448.71 Unrealized 0.0%
EEMV ISHARES INC 0.2%
Value ($000) $844 Shares 14,546 Est. Cost $57.99 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $822 Shares 4,200 Est. Cost $195.83 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $803 Shares 8,294 Est. Cost $96.81 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $777 Shares 2,158 Est. Cost $366.32 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $774 Shares 8,572 Est. Cost $85.80 Unrealized 0.0%
IYR ISHARES TR 0.2%
Value ($000) $765 Shares 8,217 Est. Cost $93.06 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $749 Shares 1,423 Est. Cost $514.68 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $744 Shares 3,502 Est. Cost $216.79 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $728 Shares 2,069 Est. Cost $354.74 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $708 Shares 3,130 Est. Cost $219.85 Unrealized 0.0%
SMLF ISHARES TR 0.2%
Value ($000) $704 Shares 10,431 Est. Cost $67.50 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $701 Shares 2,396 Est. Cost $287.90 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $694 Shares 2,395 Est. Cost $290.22 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $681 Shares 4,084 Est. Cost $175.85 Unrealized 0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $671 Shares 4,785 Est. Cost $137.31 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $655 Shares 2,827 Est. Cost $182.87 Unrealized 0.0%
LRGF ISHARES TR 0.2%
Value ($000) $634 Shares 10,503 Est. Cost $60.35 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $629 Shares 12,479 Est. Cost $50.37 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $624 Shares 609 Est. Cost $991.05 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $610 Shares 2,470 Est. Cost $261.54 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $590 Shares 764 Est. Cost $821.14 Unrealized 0.0%
MPAA MOTORCAR PTS AMER INC 0.1%
Value ($000) $580 Shares 76,320 Est. Cost $6.79 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $579 Shares 3,451 Est. Cost $165.73 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $571 Shares 3,944 Est. Cost $145.50 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $554 Shares 4,222 Est. Cost $131.29 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $550 Shares 2,087 Est. Cost $281.95 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $549 Shares 4,429 Est. Cost $119.02 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $534 Shares 10,229 Est. Cost $52.22 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $532 Shares 1,068 Est. Cost $503.12 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $531 Shares 4,657 Est. Cost $122.03 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $526 Shares 3,051 Est. Cost $168.78 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $526 Shares 10,861 Est. Cost $48.42 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $509 Shares 10,627 Est. Cost $47.89 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $487 Shares 3,269 Est. Cost $156.24 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $484 Shares 4,541 Est. Cost $106.55 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $483 Shares 1,903 Est. Cost $257.33 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $482 Shares 2,569 Est. Cost $193.15 Unrealized 0.0%
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $473 Shares 4,682 Est. Cost $101.06 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $473 Shares 4,074 Est. Cost $124.71 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $472 Shares 9,416 Est. Cost $50.13 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $468 Shares 3,874 Est. Cost $143.89 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $468 Shares 1,670 Est. Cost $280.06 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $456 Shares 21,320 Est. Cost $21.38 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $447 Shares 4,614 Est. Cost $96.90 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $441 Shares 918 Est. Cost $468.98 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $439 Shares 3,883 Est. Cost $113.33 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $435 Shares 1,670 Est. Cost $286.05 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $433 Shares 3,581 Est. Cost $117.72 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $430 Shares 482 Est. Cost $82.31 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $428 Shares 3,976 Est. Cost $112.36 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value ($000) $423 Shares 3,513 Est. Cost $123.44 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $411 Shares 4,797 Est. Cost $85.66 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $404 Shares 7,803 Est. Cost $51.73 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $403 Shares 1,769 Est. Cost $230.22 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $403 Shares 1,782 Est. Cost $203.59 Unrealized 0.0%
SHM SPDR SER TR 0.1%
Value ($000) $386 Shares 8,139 Est. Cost $47.39 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $381 Shares 17,140 Est. Cost $22.20 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $378 Shares 3,268 Est. Cost $118.27 Unrealized 0.0%
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $361 Shares 7,476 Est. Cost $48.25 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $356 Shares 622 Est. Cost $544.86 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $352 Shares 3,361 Est. Cost $104.03 Unrealized 0.0%
ARKB ARK 21SHARES BITCOIN ETF 0.1%
Value ($000) $340 Shares 3,644 Est. Cost $93.27 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $325 Shares 5,483 Est. Cost $55.37 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $322 Shares 10,897 Est. Cost $29.56 Unrealized
V VISA INC 0.1%
Value ($000) $321 Shares 1,016 Est. Cost $298.33 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $316 Shares 743 Est. Cost $425.50 Unrealized
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $314 Shares 6,733 Est. Cost $45.21 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $312 Shares 4,457 Est. Cost $70.00 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $311 Shares 2,950 Est. Cost $105.48 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $311 Shares 3,420 Est. Cost $93.07 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $307 Shares 904 Est. Cost $369.58 Unrealized 0.0%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $303 Shares 4,983 Est. Cost $60.82 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $294 Shares 2,783 Est. Cost $105.61 Unrealized
SMMU PIMCO ETF TR 0.1%
Value ($000) $289 Shares 5,806 Est. Cost $49.84 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $287 Shares 1,613 Est. Cost $177.41 Unrealized 0.0%
O REALTY INCOME CORP 0.1%
Value ($000) $279 Shares 5,233 Est. Cost $54.51 Unrealized 0.0%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $278 Shares 11,795 Est. Cost $23.61 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $275 Shares 1,507 Est. Cost $208.34 Unrealized 0.0%
IGIB ISHARES TR 0.1%
Value ($000) $268 Shares 5,196 Est. Cost $51.51 Unrealized
EMGF ISHARES INC 0.1%
Value ($000) $267 Shares 5,904 Est. Cost $45.23 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $264 Shares 2,177 Est. Cost $121.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $264 Shares 2,090 Est. Cost $122.34 Unrealized 0.0%
IWV ISHARES TR 0.1%
Value ($000) $261 Shares 781 Est. Cost $334.25 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $256 Shares 4,292 Est. Cost $63.61 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $254 Shares 1,653 Est. Cost $159.52 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $251 Shares 1,737 Est. Cost $149.59 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $249 Shares 2,504 Est. Cost $98.70 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $245 Shares 3,486 Est. Cost $66.67 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $245 Shares 1,239 Est. Cost $197.49 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $244 Shares 548 Est. Cost $495.13 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $242 Shares 2,029 Est. Cost $121.53 Unrealized 0.0%
EMB ISHARES TR 0.1%
Value ($000) $239 Shares 2,688 Est. Cost $89.04 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $235 Shares 1,064 Est. Cost $220.96 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $235 Shares 3,065 Est. Cost $76.61 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $226 Shares 563 Est. Cost $401.58 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $220 Shares 5,008 Est. Cost $42.83 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $218 Shares 5,796 Est. Cost $39.99 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $211 Shares 618 Est. Cost $332.51 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $206 Shares 5,143 Est. Cost $39.40 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $205 Shares 974 Est. Cost $234.55 Unrealized 0.0%
WIT WIPRO LTD 0.0%
Value ($000) $59 Shares 16,528 Est. Cost $3.54 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $53 Shares 10,269 Est. Cost $5.25 Unrealized 0.0%
LIXT LIXTE BIOTECHNOLOGY HLDGS IN 0.0%
Value ($000) $26 Shares 12,707 Est. Cost $1.87 Unrealized 0.0%