Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, OACP, NVDA, AMZN, and represent 8.69% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$47M), AVGO (+$46M), IBD (+$24M), EFV (+$22M), OAEM (+$22M), AVUV (+$18M), AVLV (+$12M), BUFZ (+$11M), IUSB (+$10M), Aim Etf Products Trust (+$9.9M).
- Started 170 new stock positions in JMUB, FOUR, XRLX, GJAN, MRNS, XJAN, FCTR, AVLV, AVUS, CLOZ.
- Reduced shares in these 10 stocks: EFA (-$27M), BKLN (-$25M), IUSV (-$24M), IGSB (-$21M), VGSH (-$20M), MUB (-$20M), VBR (-$13M), , VIOV (-$12M), IVV (-$12M).
- Sold out of its positions in ARKK, ALK, ALE, AMR, ALTR, ALT, AMED, USAS, APLE, ATKR.
- Atria Investments was a net seller of stock by $-67M.
- Atria Investments has $8.1B in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Atria Investments holds 1895 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Atria Investments has 1895 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atria Investments Sept. 30, 2024 positions
- Download the Atria Investments September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.3 | $189M | 439k | 430.30 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $159M | -6% | 275k | 576.82 |
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| Unified Ser Tr Oneascent Core P (OACP) | 1.6 | $126M | 5.4M | 23.40 |
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| NVIDIA Corporation (NVDA) | 1.4 | $116M | -3% | 958k | 121.44 |
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| Amazon (AMZN) | 1.4 | $111M | 594k | 186.33 |
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| Apple (AAPL) | 1.3 | $108M | +3% | 461k | 233.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $86M | -4% | 162k | 527.67 |
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| Unified Ser Tr Oneascent Intl (OAIM) | 1.1 | $85M | 2.5M | 34.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $75M | -2% | 427k | 174.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $70M | -7% | 182k | 383.93 |
|
| Meta Platforms Cl A (META) | 0.9 | $69M | 121k | 572.44 |
|
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| Ishares Tr Core Total Usd (IUSB) | 0.9 | $69M | +17% | 1.5M | 47.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $68M | -6% | 118k | 573.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $67M | 1.3M | 52.81 |
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| Unified Ser Tr Oneascent Large (OALC) | 0.8 | $66M | -5% | 2.3M | 29.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $56M | -2% | 267k | 210.86 |
|
| Visa Com Cl A (V) | 0.7 | $56M | 203k | 274.95 |
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|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $53M | -5% | 320k | 165.85 |
|
| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.6 | $52M | +70% | 1.7M | 30.61 |
|
| Broadcom (AVGO) | 0.6 | $51M | +896% | 297k | 172.50 |
|
| UnitedHealth (UNH) | 0.6 | $51M | +2% | 87k | 584.68 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $51M | +1491% | 447k | 112.98 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $50M | 117k | 423.12 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $48M | +2% | 266k | 179.30 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $46M | -9% | 482k | 95.75 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $44M | 729k | 60.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $44M | -8% | 260k | 167.19 |
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| Oracle Corporation (ORCL) | 0.5 | $43M | +17% | 253k | 170.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $43M | -3% | 551k | 78.05 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.5 | $43M | 858k | 49.47 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $42M | -13% | 729k | 57.41 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $41M | +112% | 720k | 57.53 |
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| Eli Lilly & Co. (LLY) | 0.5 | $41M | 46k | 885.93 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $40M | 81k | 493.80 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $38M | -2% | 868k | 43.42 |
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| Netflix (NFLX) | 0.4 | $36M | +3% | 51k | 709.27 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $35M | 576k | 59.87 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $34M | -8% | 319k | 107.65 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.4 | $34M | +224% | 1.4M | 24.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $34M | -10% | 74k | 460.26 |
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| Abbvie (ABBV) | 0.4 | $34M | 171k | 197.48 |
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| Johnson & Johnson (JNJ) | 0.4 | $33M | +2% | 203k | 162.06 |
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| Chevron Corporation (CVX) | 0.4 | $32M | -6% | 215k | 147.27 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $31M | -10% | 647k | 47.85 |
|
| Procter & Gamble Company (PG) | 0.4 | $31M | -2% | 178k | 173.20 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $31M | +5% | 49k | 618.57 |
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| Home Depot (HD) | 0.4 | $30M | -3% | 73k | 405.20 |
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| Merck & Co (MRK) | 0.4 | $29M | -3% | 258k | 113.56 |
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| Wal-Mart Stores (WMT) | 0.3 | $28M | -7% | 348k | 80.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $28M | -10% | 98k | 283.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $28M | +9% | 283k | 98.10 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $28M | 236k | 117.22 |
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| Tesla Motors (TSLA) | 0.3 | $27M | 104k | 261.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $27M | +4% | 75k | 353.48 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $26M | +5% | 50k | 517.78 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $25M | +3% | 144k | 173.67 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $25M | -6% | 429k | 57.83 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $25M | +270% | 258k | 95.95 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $24M | -9% | 260k | 91.81 |
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| Servicenow (NOW) | 0.3 | $24M | +4% | 27k | 894.39 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $24M | -5% | 374k | 62.69 |
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| Ishares Msci Emrg Chn (EMXC) | 0.3 | $23M | +17% | 374k | 61.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $22M | -37% | 111k | 200.78 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $22M | 185k | 119.07 |
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| salesforce (CRM) | 0.3 | $22M | -24% | 79k | 273.71 |
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| Coca-Cola Company (KO) | 0.3 | $22M | +15% | 300k | 71.86 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $21M | -13% | 108k | 197.17 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $21M | +53% | 254k | 83.21 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $21M | +41% | 208k | 100.29 |
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| Costco Wholesale Corporation (COST) | 0.3 | $21M | 23k | 886.52 |
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| McDonald's Corporation (MCD) | 0.3 | $20M | +2% | 67k | 304.51 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $20M | +11% | 199k | 100.72 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $20M | +10% | 151k | 131.91 |
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| Qualcomm (QCOM) | 0.2 | $20M | +11% | 116k | 170.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $20M | +13% | 81k | 243.06 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $20M | 249k | 78.69 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $19M | 285k | 67.51 |
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| Pepsi (PEP) | 0.2 | $19M | -2% | 112k | 170.05 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $19M | 380k | 50.28 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $19M | +7% | 500k | 37.56 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $19M | +12% | 84k | 223.09 |
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| Abbott Laboratories (ABT) | 0.2 | $19M | +6% | 163k | 114.01 |
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| TJX Companies (TJX) | 0.2 | $18M | +2% | 155k | 117.54 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $18M | -5% | 81k | 225.76 |
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| International Business Machines (IBM) | 0.2 | $18M | +5% | 82k | 221.08 |
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| Bank of America Corporation (BAC) | 0.2 | $18M | +5% | 455k | 39.68 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $18M | -14% | 119k | 151.62 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $18M | 188k | 95.81 |
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| Zoetis Cl A (ZTS) | 0.2 | $18M | 92k | 195.38 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $18M | -10% | 36k | 491.26 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $18M | -57% | 186k | 95.49 |
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| Automatic Data Processing (ADP) | 0.2 | $18M | 64k | 276.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $18M | -60% | 210k | 83.63 |
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| Intuit (INTU) | 0.2 | $18M | +2% | 28k | 621.01 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $18M | +6% | 65k | 267.37 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $18M | -39% | 189k | 92.46 |
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| Lennar Corp Cl A (LEN) | 0.2 | $17M | -9% | 93k | 187.48 |
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| Eaton Corp SHS (ETN) | 0.2 | $17M | 52k | 331.44 |
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| Cisco Systems (CSCO) | 0.2 | $17M | -13% | 321k | 53.22 |
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| Honeywell International (HON) | 0.2 | $17M | +7% | 82k | 206.71 |
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| Verizon Communications (VZ) | 0.2 | $17M | -3% | 372k | 44.91 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $17M | -5% | 26k | 631.83 |
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| Philip Morris International (PM) | 0.2 | $17M | -9% | 136k | 121.40 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $16M | +4% | 448k | 36.38 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $16M | -60% | 773k | 21.01 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $16M | -2% | 388k | 41.77 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $16M | -28% | 166k | 96.95 |
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| Lowe's Companies (LOW) | 0.2 | $16M | -7% | 59k | 270.85 |
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| Union Pacific Corporation (UNP) | 0.2 | $16M | 65k | 246.48 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $16M | +2% | 318k | 48.96 |
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| S&p Global (SPGI) | 0.2 | $15M | -3% | 30k | 516.62 |
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| Starbucks Corporation (SBUX) | 0.2 | $15M | +9% | 158k | 97.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $15M | +10% | 64k | 237.21 |
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| Amgen (AMGN) | 0.2 | $15M | -5% | 47k | 322.21 |
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| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.2 | $15M | -6% | 622k | 24.36 |
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| Trane Technologies SHS (TT) | 0.2 | $15M | 39k | 388.73 |
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| Progressive Corporation (PGR) | 0.2 | $15M | -19% | 59k | 253.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $15M | 198k | 75.11 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $15M | 327k | 45.24 |
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| Linde SHS (LIN) | 0.2 | $15M | +5% | 31k | 476.85 |
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| Walt Disney Company (DIS) | 0.2 | $15M | +5% | 152k | 96.19 |
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| Citigroup Com New (C) | 0.2 | $14M | -9% | 230k | 62.60 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $14M | -8% | 70k | 206.57 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $14M | +20% | 295k | 47.21 |
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| Chubb (CB) | 0.2 | $14M | +5% | 48k | 288.39 |
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| Sherwin-Williams Company (SHW) | 0.2 | $14M | +3% | 36k | 381.67 |
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| PNC Financial Services (PNC) | 0.2 | $14M | 74k | 184.85 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.2 | $14M | +4% | 234k | 58.15 |
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| At&t (T) | 0.2 | $14M | 614k | 22.00 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $14M | +5% | 265k | 50.88 |
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| Wells Fargo & Company (WFC) | 0.2 | $13M | 237k | 56.49 |
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| American Express Company (AXP) | 0.2 | $13M | +2% | 49k | 271.20 |
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| Caterpillar (CAT) | 0.2 | $13M | -21% | 34k | 391.12 |
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| Prologis (PLD) | 0.2 | $13M | +16% | 105k | 126.28 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $13M | -11% | 169k | 78.37 |
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| Nextera Energy (NEE) | 0.2 | $13M | 156k | 84.53 |
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| Us Bancorp Del Com New (USB) | 0.2 | $13M | +14% | 285k | 45.73 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $13M | +8% | 147k | 87.80 |
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| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.2 | $13M | -19% | 256k | 50.25 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $13M | +9% | 123k | 104.18 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.2 | $13M | +9% | 238k | 53.77 |
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| Shopify Cl A (SHOP) | 0.2 | $13M | +16% | 158k | 80.14 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $13M | +4% | 21k | 584.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $12M | -11% | 33k | 375.38 |
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| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.2 | $12M | 243k | 50.81 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $12M | NEW | 187k | 65.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $12M | -4% | 80k | 153.13 |
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| General Dynamics Corporation (GD) | 0.2 | $12M | -2% | 41k | 302.20 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $12M | -30% | 240k | 51.12 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.2 | $12M | 345k | 35.42 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $12M | +5% | 289k | 41.12 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $12M | -17% | 411k | 28.74 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $12M | +5% | 137k | 84.53 |
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| Danaher Corporation (DHR) | 0.1 | $12M | 42k | 278.02 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $12M | +252% | 385k | 29.89 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $12M | +13% | 44k | 263.29 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $11M | -16% | 74k | 154.02 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $11M | -3% | 14k | 833.26 |
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| Southern Company (SO) | 0.1 | $11M | -13% | 126k | 90.18 |
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| Fair Isaac Corporation (FICO) | 0.1 | $11M | -8% | 5.8k | 1943.52 |
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| D.R. Horton (DHI) | 0.1 | $11M | +6% | 59k | 190.77 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $11M | +4631% | 477k | 23.54 |
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| Analog Devices (ADI) | 0.1 | $11M | +4% | 49k | 230.17 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $11M | +42% | 473k | 23.45 |
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| Morgan Stanley Com New (MS) | 0.1 | $11M | +10% | 106k | 104.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $11M | -64% | 102k | 108.63 |
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| ConocoPhillips (COP) | 0.1 | $11M | 105k | 105.28 |
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| Medtronic SHS (MDT) | 0.1 | $11M | 121k | 90.03 |
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| Workday Cl A (WDAY) | 0.1 | $11M | +19% | 44k | 244.41 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $11M | +10% | 148k | 72.63 |
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| Goldman Sachs (GS) | 0.1 | $11M | +16% | 22k | 495.12 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $11M | -3% | 20k | 528.07 |
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| Air Products & Chemicals (APD) | 0.1 | $11M | -8% | 35k | 297.74 |
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| American Tower Reit (AMT) | 0.1 | $10M | +9% | 45k | 232.56 |
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| Autodesk (ADSK) | 0.1 | $10M | -22% | 38k | 275.48 |
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| Palo Alto Networks (PANW) | 0.1 | $10M | +9% | 30k | 341.81 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $10M | 128k | 80.78 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $10M | +14% | 202k | 50.74 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $10M | -28% | 123k | 82.94 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $10M | -15% | 158k | 64.81 |
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| Anthem (ELV) | 0.1 | $10M | -6% | 20k | 519.99 |
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| Msci (MSCI) | 0.1 | $10M | +21% | 17k | 582.94 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $10M | +4% | 199k | 50.60 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $10M | -9% | 50k | 200.37 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $10M | +22% | 224k | 44.71 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $10M | +21% | 330k | 30.28 |
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| Boeing Company (BA) | 0.1 | $10M | -6% | 66k | 152.04 |
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| Aim Etf Products Trust Allianzim Eq Buf | 0.1 | $9.9M | NEW | 381k | 26.14 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $9.9M | -40% | 56k | 179.16 |
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| Booking Holdings (BKNG) | 0.1 | $9.9M | -10% | 2.3k | 4211.52 |
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| General Motors Company (GM) | 0.1 | $9.9M | -12% | 220k | 44.84 |
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| Monster Beverage Corp (MNST) | 0.1 | $9.8M | +6% | 188k | 52.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $9.8M | -9% | 158k | 62.32 |
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| Ecolab (ECL) | 0.1 | $9.8M | 38k | 255.33 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $9.7M | 149k | 64.74 |
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| FedEx Corporation (FDX) | 0.1 | $9.6M | 35k | 273.68 |
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| Liberty Global Com Cl C (LBTYK) | 0.1 | $9.6M | 444k | 21.61 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $9.6M | NEW | 157k | 61.14 |
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| Thor Industries (THO) | 0.1 | $9.6M | 87k | 109.89 |
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| Gartner (IT) | 0.1 | $9.5M | +2% | 19k | 506.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $9.5M | 129k | 73.67 |
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| United Parcel Service CL B (UPS) | 0.1 | $9.5M | -12% | 70k | 136.34 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $9.4M | +7% | 208k | 45.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $9.4M | -7% | 20k | 465.08 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $9.3M | +47% | 174k | 53.53 |
|
| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.1 | $9.3M | +7% | 422k | 22.01 |
|
| Fiserv (FI) | 0.1 | $9.2M | -13% | 51k | 179.65 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $8.9M | +5% | 175k | 50.74 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $8.9M | +4% | 121k | 73.42 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $8.8M | -4% | 75k | 117.62 |
|
| Applied Materials (AMAT) | 0.1 | $8.8M | 44k | 202.05 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $8.7M | -3% | 8.3k | 1051.24 |
|
| Pfizer (PFE) | 0.1 | $8.7M | 300k | 28.94 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $8.6M | 54k | 160.64 |
|
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $8.6M | NEW | 168k | 51.14 |
|
| Stryker Corporation (SYK) | 0.1 | $8.6M | +11% | 24k | 361.27 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $8.5M | -3% | 30k | 281.37 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $8.5M | -42% | 182k | 46.52 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $8.4M | +20% | 205k | 41.04 |
|
| Paypal Holdings (PYPL) | 0.1 | $8.4M | +17% | 108k | 78.03 |
|
| Rollins (ROL) | 0.1 | $8.4M | +18% | 167k | 50.58 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.4M | -7% | 134k | 63.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $8.3M | 70k | 119.61 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $8.3M | +9% | 107k | 77.91 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $8.3M | +28% | 59k | 140.34 |
|
| Kla Corp Com New (KLAC) | 0.1 | $8.2M | -6% | 11k | 774.44 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.2M | +11% | 14k | 586.53 |
|
| Uber Technologies (UBER) | 0.1 | $8.2M | 109k | 75.16 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $8.1M | 174k | 46.74 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $8.1M | +3% | 73k | 110.63 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $8.0M | +314% | 152k | 52.86 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $8.0M | +748% | 163k | 48.95 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $7.9M | +14% | 79k | 100.69 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $7.9M | -2% | 55k | 145.39 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $7.9M | +9% | 307k | 25.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $7.9M | +2% | 116k | 67.85 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $7.8M | +3% | 103k | 75.17 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $7.8M | +3% | 775k | 10.02 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $7.8M | +3% | 94k | 83.00 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $7.7M | -10% | 38k | 202.76 |
|
| Cigna Corp (CI) | 0.1 | $7.7M | -5% | 22k | 346.43 |
|
| American Electric Power Company (AEP) | 0.1 | $7.7M | -3% | 75k | 102.60 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $7.7M | -7% | 74k | 103.81 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $7.6M | +5% | 151k | 50.65 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $7.6M | -4% | 59k | 128.20 |
|
| Equinix (EQIX) | 0.1 | $7.5M | +13% | 8.5k | 887.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.1 | $7.5M | +706% | 155k | 48.56 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $7.5M | -8% | 55k | 135.44 |
|
| Paychex (PAYX) | 0.1 | $7.4M | +2% | 56k | 134.19 |
|
| Diamondback Energy (FANG) | 0.1 | $7.4M | +18% | 43k | 172.40 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- Atria Investments 2024 Q3 filed Nov. 1, 2024
- Atria Investments 2024 Q2 filed Aug. 13, 2024
- 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