Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, OACP, AMZN, NVDA, and represent 9.69% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$35M), VOO (+$25M), IUSB (+$19M), IVE (+$18M), WMT (+$15M), IVW (+$10M), HEFA (+$10M), OACP (+$9.2M), PJAN (+$9.1M), IJH (+$8.8M).
- Started 121 new stock positions in DAL, EDU, BSCV, FEM, TXT, LNT, ARKK, CGGR, VTRS, FIX.
- Reduced shares in these 10 stocks: IVV (-$30M), BIL (-$29M), FAPR (-$20M), OAEM (-$18M), SPY (-$18M), ESGU (-$14M), TFLO (-$13M), OEF (-$12M), TPHD (-$9.9M), EFV (-$8.4M).
- Sold out of its positions in BILL, BIIB, XONE, BWA, AZTA, Cooper Companies, CCK, EWBC, DAVA, EHC.
- Atria Investments was a net buyer of stock by $365M.
- Atria Investments has $7.3B in assets under management (AUM), dropping by 12.44%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Atria Investments holds 963 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Atria Investments has 963 total positions. Only the first 250 positions are shown.
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- Download the Atria Investments March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.6 | $187M | 444k | 420.58 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $184M | -14% | 350k | 525.73 |
|
| Unified Ser Tr Oneascent Core P (OACP) | 1.7 | $127M | +7% | 5.6M | 22.70 |
|
| Amazon (AMZN) | 1.5 | $111M | +3% | 617k | 180.41 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $96M | -6% | 106k | 903.56 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $91M | +37% | 190k | 480.70 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 1.2 | $88M | +6% | 2.7M | 32.13 |
|
| Apple (AAPL) | 1.2 | $85M | +2% | 493k | 171.46 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $73M | -19% | 140k | 523.07 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $73M | +3% | 450k | 162.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $68M | 196k | 344.20 |
|
|
| Unified Ser Tr Oneascent Large (OALC) | 0.9 | $67M | +12% | 2.4M | 27.35 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.9 | $65M | +40% | 1.4M | 45.59 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $63M | +5% | 1.3M | 50.17 |
|
| Meta Platforms Cl A (META) | 0.8 | $60M | -6% | 123k | 485.58 |
|
| Visa Com Cl A (V) | 0.8 | $55M | +5% | 197k | 278.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $54M | -3% | 268k | 200.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $52M | +4% | 343k | 151.09 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $47M | -2% | 118k | 397.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $44M | 289k | 152.47 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $44M | 265k | 164.35 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $42M | -2% | 200k | 210.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $41M | +15% | 547k | 74.22 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.6 | $40M | +12% | 444k | 90.44 |
|
| UnitedHealth (UNH) | 0.6 | $40M | -3% | 81k | 494.60 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $40M | 207k | 191.88 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $39M | +5% | 668k | 58.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $39M | 81k | 481.46 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $38M | +5% | 384k | 97.94 |
|
| Broadcom (AVGO) | 0.5 | $37M | -5% | 28k | 1325.41 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $37M | +13% | 48k | 777.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $37M | 88k | 420.46 |
|
|
| Chevron Corporation (CVX) | 0.5 | $37M | +9% | 233k | 157.73 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $37M | +27% | 859k | 42.55 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $37M | +6% | 612k | 59.62 |
|
| Merck & Co (MRK) | 0.5 | $36M | +6% | 272k | 131.94 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.5 | $35M | NEW | 798k | 44.40 |
|
| Johnson & Johnson (JNJ) | 0.5 | $35M | +6% | 220k | 158.19 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $34M | +24% | 1.6M | 21.15 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $33M | -15% | 646k | 51.60 |
|
| Netflix (NFLX) | 0.5 | $33M | +7% | 55k | 607.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $33M | +10% | 127k | 259.90 |
|
| Abbvie (ABBV) | 0.4 | $32M | +7% | 178k | 182.02 |
|
| salesforce (CRM) | 0.4 | $32M | +10% | 105k | 301.18 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.4 | $32M | 356k | 88.42 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $31M | +47% | 370k | 84.44 |
|
| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.4 | $30M | -36% | 1.0M | 29.97 |
|
| Procter & Gamble Company (PG) | 0.4 | $29M | +7% | 179k | 162.24 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $29M | -5% | 625k | 45.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $28M | +14% | 673k | 41.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $28M | -11% | 297k | 94.62 |
|
| Home Depot (HD) | 0.4 | $28M | +9% | 72k | 383.09 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $27M | -4% | 54k | 504.42 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $27M | +12% | 47k | 581.13 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $27M | +10% | 461k | 58.06 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $27M | -23% | 491k | 54.40 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $26M | -52% | 284k | 91.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $26M | +3% | 74k | 346.43 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $25M | +19% | 217k | 116.22 |
|
| Oracle Corporation (ORCL) | 0.3 | $25M | +5% | 199k | 125.46 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $25M | +271% | 134k | 186.81 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $23M | 180k | 128.40 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $23M | -2% | 227k | 100.71 |
|
| Wal-Mart Stores (WMT) | 0.3 | $23M | +210% | 373k | 60.18 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $22M | +8% | 216k | 103.79 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $22M | +41% | 421k | 51.28 |
|
| Pepsi (PEP) | 0.3 | $21M | +9% | 120k | 175.00 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $20M | +13% | 28k | 732.34 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $20M | -4% | 321k | 61.53 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $19M | +7% | 395k | 49.19 |
|
| Servicenow (NOW) | 0.3 | $19M | -14% | 25k | 762.40 |
|
| Walt Disney Company (DIS) | 0.3 | $19M | +45% | 155k | 122.41 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $19M | +11% | 138k | 135.06 |
|
| Qualcomm (QCOM) | 0.3 | $19M | +18% | 110k | 169.29 |
|
| Abbott Laboratories (ABT) | 0.3 | $19M | +10% | 163k | 113.66 |
|
| Eaton Corp SHS (ETN) | 0.3 | $19M | 59k | 312.68 |
|
|
| Cisco Systems (CSCO) | 0.3 | $19M | -3% | 372k | 49.90 |
|
| McDonald's Corporation (MCD) | 0.3 | $18M | +6% | 65k | 281.93 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $18M | 236k | 76.67 |
|
|
| Tesla Motors (TSLA) | 0.2 | $18M | +18% | 102k | 175.79 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $18M | 194k | 92.42 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $18M | +4% | 68k | 260.72 |
|
| Lowe's Companies (LOW) | 0.2 | $18M | -12% | 70k | 254.66 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $18M | 85k | 208.27 |
|
|
| Autodesk (ADSK) | 0.2 | $17M | 67k | 260.42 |
|
|
| Lennar Corp Cl A (LEN) | 0.2 | $17M | -14% | 101k | 171.55 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $17M | +8% | 117k | 147.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $17M | -9% | 395k | 43.35 |
|
| Caterpillar (CAT) | 0.2 | $17M | +7% | 46k | 366.35 |
|
| Bank of America Corporation (BAC) | 0.2 | $17M | +4% | 436k | 37.92 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $16M | +99% | 162k | 100.89 |
|
| Verizon Communications (VZ) | 0.2 | $16M | +7% | 388k | 41.96 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $16M | +4% | 372k | 43.60 |
|
| Intuit (INTU) | 0.2 | $16M | -4% | 25k | 650.01 |
|
| Citigroup Com New (C) | 0.2 | $16M | +4% | 251k | 63.24 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $16M | +18% | 115k | 136.05 |
|
| Philip Morris International (PM) | 0.2 | $16M | -2% | 171k | 91.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $16M | +25% | 214k | 72.63 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $15M | 39k | 399.09 |
|
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $15M | 330k | 46.57 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $15M | +12% | 90k | 169.21 |
|
| International Business Machines (IBM) | 0.2 | $15M | 79k | 190.94 |
|
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.2 | $15M | +18% | 674k | 22.34 |
|
| Wells Fargo & Company (WFC) | 0.2 | $15M | +9% | 259k | 57.95 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $15M | +94% | 261k | 57.57 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $15M | -31% | 196k | 75.40 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $15M | +4% | 411k | 35.84 |
|
| Union Pacific Corporation (UNP) | 0.2 | $15M | +5% | 60k | 245.90 |
|
| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.2 | $15M | -15% | 320k | 45.88 |
|
| Honeywell International (HON) | 0.2 | $15M | +8% | 72k | 205.25 |
|
| Coca-Cola Company (KO) | 0.2 | $15M | +9% | 238k | 61.18 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $14M | +2% | 317k | 44.70 |
|
| United Parcel Service CL B (UPS) | 0.2 | $14M | +5% | 94k | 148.63 |
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| ConocoPhillips (COP) | 0.2 | $14M | -3% | 108k | 127.23 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $14M | +4% | 25k | 555.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $14M | 60k | 228.59 |
|
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| Progressive Corporation (PGR) | 0.2 | $14M | +5% | 66k | 206.82 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $14M | +6% | 66k | 205.98 |
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| Amgen (AMGN) | 0.2 | $14M | -9% | 48k | 284.24 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $14M | 187k | 72.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $14M | +6% | 66k | 205.72 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $14M | +12% | 73k | 183.89 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $13M | 77k | 174.21 |
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| TJX Companies (TJX) | 0.2 | $13M | +4% | 132k | 101.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $13M | -26% | 79k | 169.37 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $13M | -16% | 263k | 50.74 |
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| Automatic Data Processing (ADP) | 0.2 | $13M | +13% | 53k | 249.49 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $13M | -4% | 14k | 970.49 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.2 | $13M | -42% | 366k | 36.17 |
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| Starbucks Corporation (SBUX) | 0.2 | $13M | +9% | 142k | 91.41 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.2 | $13M | -11% | 479k | 27.01 |
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| S&p Global (SPGI) | 0.2 | $13M | -6% | 30k | 425.45 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $13M | -27% | 163k | 77.31 |
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| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.2 | $13M | +4% | 252k | 49.83 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $12M | +92% | 170k | 73.15 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $12M | +34% | 131k | 94.41 |
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| Boeing Company (BA) | 0.2 | $12M | +18% | 64k | 193.01 |
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| General Dynamics Corporation (GD) | 0.2 | $12M | +7% | 44k | 282.28 |
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| Linde SHS (LIN) | 0.2 | $12M | 26k | 464.31 |
|
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| American Express Company (AXP) | 0.2 | $12M | +6% | 52k | 227.62 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.2 | $12M | +8% | 223k | 53.25 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.2 | $12M | +6% | 356k | 33.36 |
|
| PNC Financial Services (PNC) | 0.2 | $12M | +6% | 73k | 161.60 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $12M | +538% | 340k | 34.88 |
|
| Nike CL B (NKE) | 0.2 | $12M | +10% | 126k | 94.14 |
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| FedEx Corporation (FDX) | 0.2 | $12M | 40k | 289.74 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $12M | -5% | 145k | 80.63 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $12M | +6% | 34k | 347.33 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $12M | -5% | 104k | 110.54 |
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| At&t (T) | 0.2 | $12M | +16% | 655k | 17.61 |
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| BlackRock (BLK) | 0.2 | $12M | -6% | 14k | 833.70 |
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| General Motors Company (GM) | 0.2 | $12M | 253k | 45.35 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $11M | +7% | 85k | 131.37 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.2 | $11M | 220k | 50.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $11M | +403% | 181k | 60.74 |
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| Medtronic SHS (MDT) | 0.2 | $11M | -2% | 126k | 87.19 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $11M | +24% | 160k | 67.86 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $11M | +86% | 278k | 39.02 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $11M | 115k | 92.72 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $11M | +7% | 176k | 60.30 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $11M | +81% | 129k | 81.78 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $11M | +8% | 23k | 454.81 |
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| Applied Materials (AMAT) | 0.1 | $11M | -2% | 51k | 206.07 |
|
| Workday Cl A (WDAY) | 0.1 | $10M | 38k | 272.75 |
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| Southern Company (SO) | 0.1 | $10M | +3% | 145k | 71.74 |
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| Monster Beverage Corp (MNST) | 0.1 | $10M | +6% | 176k | 59.28 |
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| Anthem (ELV) | 0.1 | $10M | +3% | 20k | 518.55 |
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| Danaher Corporation (DHR) | 0.1 | $10M | +4% | 41k | 249.66 |
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| Prologis (PLD) | 0.1 | $10M | 79k | 130.22 |
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| Trane Technologies SHS (TT) | 0.1 | $10M | +3% | 34k | 300.20 |
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| D.R. Horton (DHI) | 0.1 | $10M | +36% | 62k | 164.55 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $10M | -10% | 21k | 478.66 |
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| Chubb (CB) | 0.1 | $10M | 39k | 258.98 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $9.9M | -15% | 90k | 110.52 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $9.8M | 91k | 107.60 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $9.8M | +34% | 83k | 117.21 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $9.6M | -6% | 138k | 69.98 |
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| Air Products & Chemicals (APD) | 0.1 | $9.6M | +4% | 40k | 242.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $9.6M | +43% | 53k | 182.69 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $9.6M | -56% | 190k | 50.69 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $9.4M | -2% | 124k | 76.19 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $9.4M | +26% | 143k | 65.65 |
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| Thor Industries (THO) | 0.1 | $9.4M | 80k | 117.34 |
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| Microchip Technology (MCHP) | 0.1 | $9.4M | +5% | 104k | 89.81 |
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| Advanced Micro Devices (AMD) | 0.1 | $9.4M | +16% | 52k | 180.49 |
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| Booking Holdings (BKNG) | 0.1 | $9.3M | +7% | 2.6k | 3621.73 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $9.1M | NEW | 232k | 39.11 |
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| McKesson Corporation (MCK) | 0.1 | $9.0M | +8% | 17k | 536.52 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $9.0M | 37k | 239.76 |
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| Fiserv (FI) | 0.1 | $9.0M | +2% | 56k | 159.82 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.8M | 73k | 120.99 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $8.7M | +10% | 173k | 50.60 |
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| Lam Research Corporation (LRCX) | 0.1 | $8.7M | +10% | 9.0k | 971.59 |
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| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.1 | $8.6M | +14% | 405k | 21.34 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $8.6M | +58% | 78k | 110.21 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $8.6M | -3% | 21k | 418.00 |
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| Kla Corp Com New (KLAC) | 0.1 | $8.6M | -5% | 12k | 698.54 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $8.5M | +62% | 173k | 49.16 |
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| Gartner (IT) | 0.1 | $8.5M | +2% | 18k | 474.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.5M | -10% | 25k | 337.04 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $8.4M | +8% | 145k | 58.11 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $8.4M | +29% | 412k | 20.43 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.4M | -6% | 143k | 58.65 |
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| Morgan Stanley Com New (MS) | 0.1 | $8.4M | +3% | 89k | 94.16 |
|
| Cigna Corp (CI) | 0.1 | $8.3M | +24% | 23k | 363.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $8.3M | +12% | 8.7k | 960.72 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $8.3M | +26% | 66k | 125.96 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $8.2M | +3% | 162k | 50.56 |
|
| Nextera Energy (NEE) | 0.1 | $8.2M | +2% | 128k | 63.91 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $8.2M | +74% | 62k | 131.22 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $8.1M | NEW | 233k | 34.82 |
|
| Goldman Sachs (GS) | 0.1 | $8.1M | +3% | 19k | 417.63 |
|
| Uber Technologies (UBER) | 0.1 | $8.0M | +5% | 104k | 76.99 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $8.0M | +60% | 190k | 42.13 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $8.0M | +148% | 350k | 22.77 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $8.0M | -4% | 41k | 195.03 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $7.9M | -12% | 99k | 79.86 |
|
| American Tower Reit (AMT) | 0.1 | $7.9M | +8% | 40k | 197.59 |
|
| Palo Alto Networks (PANW) | 0.1 | $7.9M | -17% | 28k | 284.13 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $7.9M | +8% | 145k | 54.48 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $7.9M | +165% | 265k | 29.77 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $7.9M | 68k | 115.81 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $7.8M | -17% | 270k | 29.02 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $7.8M | -4% | 39k | 201.50 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $7.8M | 97k | 79.76 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $7.7M | -10% | 73k | 105.83 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $7.7M | 47k | 164.96 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $7.7M | +22% | 41k | 187.35 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $7.7M | +4% | 170k | 45.31 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $7.7M | 94k | 81.66 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $7.7M | -38% | 112k | 68.80 |
|
| Pfizer (PFE) | 0.1 | $7.6M | +12% | 275k | 27.75 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $7.6M | +14% | 175k | 43.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $7.5M | +13% | 139k | 54.28 |
|
| Martin Marietta Materials (MLM) | 0.1 | $7.5M | +3% | 12k | 612.87 |
|
| Williams Companies (WMB) | 0.1 | $7.5M | 192k | 38.97 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $7.4M | +2% | 43k | 170.69 |
|
| AutoZone (AZO) | 0.1 | $7.4M | +6% | 2.3k | 3151.75 |
|
| Synopsys (SNPS) | 0.1 | $7.4M | +8% | 13k | 571.50 |
|
| FactSet Research Systems (FDS) | 0.1 | $7.4M | +12% | 16k | 454.40 |
|
| Stryker Corporation (SYK) | 0.1 | $7.3M | +12% | 20k | 357.87 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $7.3M | -6% | 101k | 72.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $7.2M | -40% | 86k | 83.58 |
|
| Equinix (EQIX) | 0.1 | $7.2M | +14% | 8.7k | 825.28 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $7.2M | -16% | 94k | 76.36 |
|
| Liberty Global Com Cl C (LBTYK) | 0.1 | $7.2M | +10% | 408k | 17.64 |
|
| Ecolab (ECL) | 0.1 | $7.2M | +4% | 31k | 230.90 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $7.2M | -13% | 83k | 86.48 |
|
| Intercontinental Exchange (ICE) | 0.1 | $7.2M | 52k | 137.43 |
|
|
| Analog Devices (ADI) | 0.1 | $7.1M | 36k | 197.79 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- Atria Investments 2024 Q1 filed May 21, 2024
- Atria Investments 2023 Q4 filed Feb. 14, 2024
- Atria Investments 2023 Q3 filed Nov. 7, 2023
- Atria Investments 2023 Q2 filed Aug. 4, 2023
- Atria Investments 2023 Q1 filed May 10, 2023
- Atria Investments 2022 Q4 filed Jan. 31, 2023
- Atria Investments 2022 Q3 filed Nov. 1, 2022
- Atria Investments 2022 Q2 filed Aug. 11, 2022
- Atria Investments 2022 Q1 filed May 2, 2022
- Atria Investments 2021 Q4 filed Feb. 4, 2022
- Atria Investments 2021 Q3 filed Nov. 16, 2021
- Atria Investments 2021 Q2 filed Aug. 10, 2021
- Atria Investments 2021 Q1 filed May 11, 2021
- Atria Investments 2020 Q4 filed Feb. 12, 2021
- Atria Investments 2020 Q3 filed Nov. 5, 2020
- Atria Investments 2020 Q2 restated filed Sept. 22, 2020