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Atria Investments

Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, NVDA, IVV, VOO, AMZN, and represent 8.92% of Atria Investments's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$31M), IVE (+$22M), IVV (+$21M), SPY (+$13M), NOW (+$13M), JCPB (+$11M), IEMG (+$11M), VOO (+$9.9M), XLK (+$9.2M), MTUM (+$9.1M).
Started 149 new stock positions in FTMN, DINO, TOWN, SOLS, NEXT, GEN, CGNG, HROW, PWV, CART.
Reduced shares in these 10 stocks: QUAL (-$23M), OACP (-$19M), OALC (-$18M), OAIM (-$17M), TFLO (-$11M), VV (-$11M), OASC (-$9.4M), MSFT (-$8.8M), GOOGL (-$7.8M), FFEB (-$6.2M).
Sold out of its positions in AL, ALKT, TBG, UHAL, AMX, ARM, ASH, RNA, BIDU, BALL.
Atria Investments was a net buyer of stock by $9.9M.
Atria Investments has $8.8B in assets under management (AUM), dropping by 0.55%.
Central Index Key (CIK): 0001535865

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Portfolio Holdings for Atria Investments

Atria Investments holds 2018 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Atria Investments has 2018 total positions. Only the first 250 positions are shown.

Sign up to view all of the Atria Investments Dec. 31, 2025 positions
Download the Atria Investments December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	2.2	$198M	-4%	408k	483.62	View chart
NVIDIA Corporation (NVDA)	2.1	$183M		982k	186.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$172M	+13%	251k	684.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$117M	+9%	187k	627.13	View chart
Amazon (AMZN)	1.3	$115M	-4%	496k	230.82	View chart
Apple (AAPL)	1.2	$109M	-2%	402k	271.86	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$94M	+13%	1.4M	67.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$93M	+2%	152k	614.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$93M	+16%	136k	681.92	View chart
Broadcom (AVGO)	1.0	$92M	-3%	267k	346.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$90M	-8%	288k	313.00	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$85M	+3%	214k	396.31	View chart
Meta Platforms Cl A (META)	1.0	$85M	-4%	128k	660.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$78M		1.2M	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$76M	-5%	155k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$74M	-2%	388k	190.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$72M	+5%	1.2M	60.81	View chart
JPMorgan Chase & Co. (JPM)	0.8	$69M	-3%	215k	322.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$69M	+48%	324k	212.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$68M		218k	313.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$63M	+12%	514k	123.26	View chart
Visa Com Cl A (V)	0.7	$57M	-7%	163k	350.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$55M		115k	480.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$52M	+5%	152k	342.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$52M	-3%	578k	89.46	View chart
Johnson & Johnson (JNJ)	0.6	$51M		247k	206.95	View chart
Tesla Motors (TSLA)	0.6	$51M		114k	449.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$51M	-6%	708k	71.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$49M		1.0M	46.54	View chart
Oracle Corporation (ORCL)	0.5	$45M	-8%	233k	194.91	View chart
Eli Lilly & Co. (LLY)	0.5	$44M		41k	1074.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$43M	+4%	446k	96.03	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.5	$43M	-8%	905k	47.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$42M		139k	303.89	View chart
Mastercard Incorporated Cl A (MA)	0.5	$40M	-7%	70k	570.88	View chart
Abbvie (ABBV)	0.4	$39M		169k	228.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$36M	-2%	108k	335.27	View chart
Netflix (NFLX)	0.4	$35M	+761%	370k	93.76	View chart
Chevron Corporation (CVX)	0.4	$34M		224k	152.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$34M	-40%	171k	198.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$34M	+37%	135k	250.31	View chart
Wal-Mart Stores (WMT)	0.4	$33M	-2%	299k	111.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$33M	+16%	331k	99.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$33M	-2%	610k	53.76	View chart
Exxon Mobil Corporation (XOM)	0.4	$33M		270k	120.34	View chart
Philip Morris International (PM)	0.3	$29M		183k	160.40	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$27M	+6%	706k	38.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$27M	+40%	57k	473.30	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$27M	+9%	799k	33.30	View chart
Wells Fargo & Company (WFC)	0.3	$26M		279k	93.20	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$26M	-11%	161k	160.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$26M	-6%	326k	78.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$26M	-3%	286k	89.43	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.3	$25M	-40%	603k	41.39	View chart
Cisco Systems (CSCO)	0.3	$24M	+8%	308k	77.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$24M	+5%	112k	211.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$23M	-4%	227k	101.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$23M		46k	502.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$23M	+67%	158k	143.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.3	$23M	+3%	512k	44.32	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$22M	+22%	223k	99.94	View chart
Bank of America Corporation (BAC)	0.2	$22M		400k	55.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$22M	-7%	198k	110.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$22M	+7%	450k	48.32	View chart
International Business Machines (IBM)	0.2	$22M		73k	296.21	View chart
Citigroup Com New (C)	0.2	$21M	-2%	180k	116.69	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$21M		207k	101.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$21M	+11%	279k	74.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$20M	+5%	403k	50.58	View chart
Intuitive Surgical Com New (ISRG)	0.2	$20M	+21%	36k	566.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$20M	+4%	67k	302.11	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$20M	+4%	333k	59.93	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$20M	-19%	119k	167.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$20M	+2%	93k	214.69	View chart
Home Depot (HD)	0.2	$20M	-10%	58k	344.10	View chart
TJX Companies (TJX)	0.2	$20M	-3%	130k	153.61	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$20M	+4%	459k	42.87	View chart
Coca-Cola Company (KO)	0.2	$19M	-2%	278k	69.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$19M	-9%	593k	32.62	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$19M	+17%	639k	30.20	View chart
UnitedHealth (UNH)	0.2	$19M		58k	330.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$19M	+25%	277k	69.42	View chart
Merck & Co (MRK)	0.2	$19M		181k	105.26	View chart
Procter & Gamble Company (PG)	0.2	$19M	-7%	132k	143.31	View chart
Thermo Fisher Scientific (TMO)	0.2	$19M	-2%	32k	579.46	View chart
McDonald's Corporation (MCD)	0.2	$19M		61k	305.63	View chart
Parker-Hannifin Corporation (PH)	0.2	$19M		21k	878.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$19M		229k	81.17	View chart
Walt Disney Company (DIS)	0.2	$18M	-14%	161k	113.77	View chart
Abbott Laboratories (ABT)	0.2	$18M	-16%	143k	125.29	View chart
Goldman Sachs (GS)	0.2	$18M	-7%	20k	879.00	View chart
American Express Company (AXP)	0.2	$18M	-3%	48k	369.95	View chart
Charles Schwab Corporation (SCHW)	0.2	$18M	-2%	177k	99.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$18M	-2%	397k	44.41	View chart
salesforce (CRM)	0.2	$18M	+3%	67k	264.91	View chart
Qualcomm (QCOM)	0.2	$17M	-8%	102k	171.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$17M	+20%	69k	252.92	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$17M	-5%	169k	102.54	View chart
Amgen (AMGN)	0.2	$17M	+26%	52k	327.31	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.2	$17M		386k	44.13	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$17M	-3%	390k	43.54	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$17M	+2%	305k	55.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M	-6%	65k	257.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$17M	+31%	281k	59.93	View chart
Intuit (INTU)	0.2	$17M	-6%	25k	662.42	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$17M	+40%	182k	91.38	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$17M	+5%	174k	95.22	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$17M		169k	97.76	View chart
Servicenow (NOW)	0.2	$17M	+361%	107k	153.19	View chart
Blackrock (BLK)	0.2	$16M		15k	1070.31	View chart
Boeing Company (BA)	0.2	$16M	-5%	75k	217.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$16M	+8%	22k	753.77	View chart
Analog Devices (ADI)	0.2	$16M	-2%	59k	271.20	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$16M	+8%	198k	80.22	View chart
Amphenol Corp Cl A (APH)	0.2	$16M	-3%	115k	135.14	View chart
Eaton Corp SHS (ETN)	0.2	$15M	-15%	48k	318.51	View chart
Prologis (PLD)	0.2	$15M	+2%	119k	127.66	View chart
Automatic Data Processing (ADP)	0.2	$15M	-9%	59k	257.23	View chart
AmerisourceBergen (COR)	0.2	$15M	-10%	44k	337.75	View chart
Unified Ser Tr Oneascent Core P (OACP)	0.2	$15M	-56%	630k	23.04	View chart
FedEx Corporation (FDX)	0.2	$15M		50k	288.86	View chart
Pepsi (PEP)	0.2	$14M	+2%	100k	143.52	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$14M		260k	54.77	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$14M	-6%	118k	119.32	View chart
Nextera Energy (NEE)	0.2	$14M	+6%	173k	80.28	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$14M		277k	49.99	View chart
Raytheon Technologies Corp (RTX)	0.2	$14M		75k	183.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$14M	-3%	51k	268.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$14M	+2%	164k	83.75	View chart
PNC Financial Services (PNC)	0.2	$14M	-2%	66k	208.73	View chart
Marsh & McLennan Companies	0.2	$14M	-9%	73k	185.52	View chart
Trane Technologies SHS (TT)	0.2	$13M	-5%	35k	389.20	View chart
Chubb (CB)	0.2	$13M		42k	312.12	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M	+7%	74k	177.75	View chart
Monster Beverage Corp (MNST)	0.1	$13M	-3%	172k	76.67	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$13M		173k	75.77	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$13M	-2%	189k	69.47	View chart
Costco Wholesale Corporation (COST)	0.1	$13M	-8%	15k	862.35	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$13M	+9%	28k	453.36	View chart
General Dynamics Corporation (GD)	0.1	$13M	+5%	38k	336.66	View chart
Morgan Stanley Com New (MS)	0.1	$13M	-3%	72k	177.53	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$13M	+9%	240k	52.77	View chart
Applied Materials (AMAT)	0.1	$13M	-15%	49k	256.99	View chart
Verizon Communications (VZ)	0.1	$12M	-9%	305k	40.73	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-17%	147k	84.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$12M	-3%	158k	77.88	View chart
Medtronic SHS (MDT)	0.1	$12M	+3%	126k	96.06	View chart
Bank of New York Mellon Corporation (BK)	0.1	$12M	+4%	104k	116.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$12M	+4%	11k	1069.84	View chart
Uber Technologies (UBER)	0.1	$12M	-13%	147k	81.71	View chart
General Motors Company (GM)	0.1	$12M	-27%	147k	81.32	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$12M	+4%	157k	75.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$12M	+32%	59k	199.68	View chart
At&t (T)	0.1	$12M		476k	24.84	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$12M		428k	27.62	View chart
Thor Industries (THO)	0.1	$12M	-2%	115k	102.67	View chart
Capital One Financial (COF)	0.1	$12M		49k	242.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$12M	-7%	135k	87.16	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$12M	+2%	232k	50.58	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$12M		886k	13.21	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$12M	+16%	498k	23.34	View chart
Linde SHS (LIN)	0.1	$12M	-10%	27k	426.39	View chart
Astrazeneca Sponsored Adr	0.1	$12M	+17%	126k	91.93	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$12M	-4%	262k	44.05	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$12M		196k	58.67	View chart
ConocoPhillips (COP)	0.1	$11M		122k	93.61	View chart
Autodesk (ADSK)	0.1	$11M	-7%	38k	296.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$11M	+37%	154k	73.56	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$11M	NEW	239k	47.35	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$11M	+2%	106k	106.70	View chart
Lennar Corp Cl A (LEN)	0.1	$11M	-2%	108k	102.80	View chart
Magna Intl Inc cl a (MGA)	0.1	$11M		208k	53.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M		402k	27.43	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$11M		232k	47.08	View chart
Union Pacific Corporation (UNP)	0.1	$11M	-2%	47k	231.32	View chart
Gilead Sciences (GILD)	0.1	$11M	+17%	88k	122.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$11M		89k	121.61	View chart
Lowe's Companies (LOW)	0.1	$11M		44k	241.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M	+21%	99k	107.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$11M	+9%	230k	46.04	View chart
Cme (CME)	0.1	$11M	+25%	39k	273.08	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$10M	+5%	228k	45.57	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$10M	-5%	88k	117.72	View chart
McKesson Corporation (MCK)	0.1	$10M	+4%	13k	820.29	View chart
Dollar General (DG)	0.1	$10M	-29%	77k	132.77	View chart
Us Bancorp Del Com New (USB)	0.1	$10M		191k	53.36	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$10M	+3%	157k	64.53	View chart
S&p Global (SPGI)	0.1	$10M	-6%	19k	522.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$10M	+6%	440k	23.02	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$10M	+2%	169k	59.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$10M	+10%	152k	66.00	View chart
Booking Holdings (BKNG)	0.1	$10M	-13%	1.9k	5356.61	View chart
Welltower Inc Com reit (WELL)	0.1	$9.9M	+4%	53k	185.61	View chart
Texas Instruments Incorporated (TXN)	0.1	$9.8M	+7%	57k	173.49	View chart
Danaher Corporation (DHR)	0.1	$9.8M	+7%	43k	228.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$9.8M	-3%	109k	90.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$9.8M	+4%	101k	96.28	View chart
Honeywell International (HON)	0.1	$9.7M		50k	195.09	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$9.7M	-9%	386k	25.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$9.7M	+53%	81k	120.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$9.7M	+22%	46k	210.34	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$9.7M		139k	69.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$9.6M	+2%	192k	50.01	View chart
Ge Aerospace Com New (GE)	0.1	$9.6M	-6%	31k	308.03	View chart
Caterpillar (CAT)	0.1	$9.4M	-12%	17k	572.86	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$9.3M	-3%	368k	25.32	View chart
American Electric Power Company (AEP)	0.1	$9.3M		81k	115.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$9.3M	-9%	60k	154.80	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$9.3M		96k	96.16	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$9.3M	+102%	207k	44.71	View chart
Unified Ser Tr Oneascent Large (OALC)	0.1	$9.2M	-66%	259k	35.45	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$9.2M		240k	38.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$9.2M	-9%	54k	171.18	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.1	$9.1M	-2%	184k	49.48	View chart
Palo Alto Networks (PANW)	0.1	$9.1M	-7%	49k	184.20	View chart
Rollins (ROL)	0.1	$9.1M	-11%	151k	60.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$9.0M	-10%	227k	39.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$8.9M	-13%	106k	84.64	View chart
Pfizer (PFE)	0.1	$8.9M	-8%	357k	24.90	View chart
Kla Corp Com New (KLAC)	0.1	$8.9M	-5%	7.3k	1215.15	View chart
Adobe Systems Incorporated (ADBE)	0.1	$8.8M	-16%	25k	349.99	View chart
Arrow Electronics (ARW)	0.1	$8.8M	+47%	80k	110.18	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$8.8M		11k	771.85	View chart
Northrop Grumman Corporation (NOC)	0.1	$8.7M	-12%	15k	570.20	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.1	$8.7M		263k	32.99	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$8.7M	-9%	202k	42.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$8.6M	+16%	358k	24.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$8.6M	+99%	201k	42.69	View chart
Te Connectivity Ord Shs (TEL)	0.1	$8.5M	+4%	37k	227.51	View chart
Cummins (CMI)	0.1	$8.4M	+25%	17k	510.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$8.4M		461k	18.22	View chart
Ge Vernova (GEV)	0.1	$8.4M	+32%	13k	653.58	View chart
Advanced Micro Devices (AMD)	0.1	$8.3M	+6%	39k	214.16	View chart
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)	0.1	$8.3M	+16%	485k	17.16	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$8.3M		165k	50.28	View chart
Southern Company (SO)	0.1	$8.2M	+6%	94k	87.20	View chart
Progressive Corporation (PGR)	0.1	$8.1M		36k	227.72	View chart
Comcast Corp Cl A (CMCSA)	0.1	$8.1M	-20%	272k	29.89	View chart
Zoetis Cl A (ZTS)	0.1	$8.1M	-27%	65k	125.82	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$8.1M	+55%	318k	25.46	View chart
Novartis Sponsored Adr (NVS)	0.1	$8.0M		58k	137.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$8.0M	+1771%	146k	54.83	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$8.0M	-6%	195k	40.84	View chart
Deere & Company (DE)	0.1	$7.9M		17k	465.57	View chart
Wec Energy Group (WEC)	0.1	$7.9M	+7%	75k	105.46	View chart
CRH Ord (CRH)	0.1	$7.9M	+2%	64k	124.80	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$7.9M	+54%	327k	24.23	View chart
Stryker Corporation (SYK)	0.1	$7.9M	-7%	23k	351.47	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$7.8M	+57%	322k	24.28	View chart
First Tr Exchange-traded Common Shs (FDD)	0.1	$7.8M	+2%	445k	17.50	View chart

Past Filings by Atria Investments

SEC 13F filings are viewable for Atria Investments going back to 2011

Atria Investments 2025 Q4 filed Feb. 5, 2026
Atria Investments 2025 Q3 filed Nov. 6, 2025
Atria Investments 2025 Q2 filed Aug. 4, 2025
Atria Investments 2025 Q1 filed May 6, 2025
Atria Investments 2024 Q4 filed Feb. 6, 2025
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

View all past filings

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