Portfolio (Quarterly)
Guide ↗
Atlas Legacy Advisors, LLC
· CIK 0002054111| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — CALL | TESLA INC | — | 1,500 | $558K | 0.10% | SOLD |
| 2 | — CALL | SPDR GOLD TR | — | 1,200 | $516K | 0.09% | SOLD |
| 3 | SPGI | S&P GLOBAL INC | Financial Services | 1,128 | $480K | 0.09% | SOLD |
| 4 | — CALL | NVIDIA CORPORATION | — | 2,500 | $436K | 0.08% | SOLD |
| 5 | — CALL | APPLE INC | — | 1,500 | $381K | 0.07% | SOLD |
| 6 | HON | HONEYWELL INTL INC | Industrials | 1,607 | $363K | 0.07% | SOLD |
| 7 | LMT | LOCKHEED MARTIN CORP | Industrials | 432 | $261K | 0.05% | SOLD |
| 8 | ACN | ACCENTURE PLC IRELAND | Technology | 1,287 | $255K | 0.05% | SOLD |
| 9 | CMS | CMS ENERGY CORP | Utilities | 2,794 | $217K | 0.04% | SOLD |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 3,569 | $216K | 0.04% | SOLD |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 430 | $211K | 0.04% | SOLD |
| 12 | WIT | WIPRO LTD | Technology | 21,341 | $45K | 0.01% | SOLD |
| 13 | — CALL | GOPRO INC | — | 10,000 | $8K | 0.00% | SOLD |
Sector Allocation
Technology
36.8%
Financial Services
26.0%
Consumer Cyclical
11.9%
Industrials
6.4%
Healthcare
5.9%
Communication Services
5.3%
Consumer Defensive
3.7%
Energy
2.1%
Basic Materials
1.3%
Utilities
0.5%