CIK 2054111
Atlas Legacy Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
192
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | 3K | $500K+ | SH |
| LRGF | ISHARES TR | 11K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| BLK | BLACKROCK INC | 678 | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| KWEB | KRANESHARES TRUST | 20K | $500K+ | SH (Call) |
| PSX | PHILLIPS 66 | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 8K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| XYL | XYLEM INC | 5K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| RY | ROYAL BK CDA | 3K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 3K | $500K+ | SH |
| SPYD | SPDR SERIES TRUST | 13K | $500K+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 24K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 5K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 10K | $500K+ | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 832 | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 811 | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 7K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| EMB | ISHARES TR | 4K | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| BP | BP PLC | 10K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 743 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |