Titelia

Holdings of Atlas Legacy Advisors, LLC

175 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.5 % of the equity sleeve

Sector breakdown

  • Funds 29.2 %
  • Technology 6.9 %
  • Financials 3.6 %
  • Consumer discretionary 2.3 %
  • Communication 2.3 %
  • Industrials 1.6 %
  • Health care 1.2 %
  • Consumer staples 0.8 %
  • Energy 0.5 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Unattributed 51.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US171532.3M $99.74 %
2TW1574.3K $0.11 %
3GB1496.8K $0.09 %
4NL1249.1K $0.05 %
5IN145.2K $0.01 %

Positions

RankCompanySharesValueWeight
101iShares U.S. Equity Factor ETF 10,675704.6K $
102Stryker Corp 2,139702.9K $
103State Street Spdr Dow Jones Industrial Average Etf Trust 1,486688.3K $
104Blackrock Inc 706679.3K $
105Netflix Inc 6,836657K $
106Caterpillar Inc 899639.9K $
107Texas Instruments Inc 3,233629.8K $
108Intercontinental Exchange Inc 3,852605.8K $
109iShares MSCI Japan ETF 6,991590.3K $
110Emerson Electric Co. 4,489588.2K $
111State Street SPDR Portfolio S& 12,713578.7K $
112Taiwan Semiconductor Manufacturing Co Ltd 1,691574.3K $
113Broadridge Financial Solutions Inc 3,534574.2K $
114FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 4,678558.3K $
115UnitedHealth Group Inc 2,049556.4K $
116Lowe's Cos Inc 2,331550.6K $
117Cisco Systems, Inc. 6,907538.2K $
118Capital Group Core Plus Income ETF 24,058537.5K $
119Xylem Inc/NY 4,454532.3K $
120Brown & Brown Inc 8,060525.6K $
121Amgen Inc 1,440506.3K $
122BP PLC 10,570496.8K $
123Procter & Gamble Co/The 3,408492.3K $
124Vanguard Tax-Exempt Bond Index ETF 9,863492.1K $
125Automatic Data Processing Inc 2,410489.7K $
126S&P Global Inc 1,128479.8K $
127iShares National Muni Bond ETF 4,379464.8K $
128iShares Trust 3,117431.3K $
129Merck & Co Inc 3,494420K $
130Bank of America Corp 8,421411.1K $
131Illinois Tool Works Inc 1,578410.7K $
132Visa Inc 1,331403.4K $
133Verizon Communications Inc 7,645383.3K $
134Union Pacific Corp 1,533372.3K $
135Sherwin-Williams Co/The 1,160371.8K $
136AbbVie Inc 1,690367.1K $
137Honeywell International Inc 1,607363K $
138PepsiCo Inc 2,331361.9K $
139iShares Emerging Markets Equity Factor ETF 5,904356.8K $
140Paychex Inc 3,859355.5K $
141State Street SPDR Dow Jones REIT ETF 3,512354.6K $
142Alibaba Group Holding Ltd 2,678338.8K $
143Dimensional ETF Trust 8,684338.3K $
144Cintas Corp 1,954330.5K $
145General Electric Co 1,154327.4K $
146iShares J.P. Morgan USD Emerging Markets Bond ETF 3,455324.5K $
147Crowdstrike Holdings Inc 823322K $
148Wells Fargo & Co 4,035321.2K $
149Micron Technology Inc 907318.4K $
150Citigroup Inc 2,756313K $
151Vanguard Scottsdale Funds 5,624311.3K $
152Invesco S&P 500 Low Volatility 4,211308K $
153GE Vernova Inc 350306.5K $
154iShares Bitcoin Trust ETF 7,879306K $
155Applied Materials Inc 815279.8K $
156Abbott Laboratories 2,623269.3K $
157Coca-Cola Co/The 3,486265.3K $
158iShares Short-Term National Muni Bond ETF 2,485264.7K $
159Lockheed Martin Corp 432261.1K $
160Philip Morris International Inc. 1,521251.6K $
161ASML Holding NV 188249.1K $
162iShares Russell 1000 Growth ETF 563240.1K $
163QUALCOMM Inc 1,779230.3K $
164iShares Core 80/20 Aggressive 2,592229.4K $
165NextEra Energy Inc 2,371220.4K $
166CMS Energy Corp 2,794216.6K $
167Bristol-Myers Squibb Co 3,569216.5K $
168Thermo Fisher Scientific Inc 430210.8K $
169Boeing Co/The 1,042207.9K $
170Ecolab Inc 777206.7K $
171Church & Dwight Co Inc 2,186204K $
172iShares MSCI USA Value Factor ETF 1,413200.9K $
173Talkspace Inc 20,411105.6K $
174Wipro Ltd 21,34145.2K $
175LIXTE BIOTECHNOLOGY HOLDINGS INC 13,77142.3K $