Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, IVV, AMZN, AAPL, and represent 8.84% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: OEF (+$23M), SHYG (+$17M), BAI (+$16M), DYNF (+$14M), ITA (+$12M), NVDA (+$11M), DDWM (+$11M), AGG (+$10M), IEMG (+$7.1M), FAUG (+$6.9M).
- Started 194 new stock positions in CADE, UAPR, VIV, EZPZ, JCPI, FELE, AMLP, UJAN, SCIO, CRCL.
- Reduced shares in these 10 stocks: EFG (-$17M), IYW (-$16M), JPST (-$15M), OACP (-$14M), VV (-$13M), SJNK (-$8.5M), TMO (-$7.4M), QUAL (-$7.3M), RISR (-$7.2M), IUSB (-$7.0M).
- Sold out of its positions in HYFI, ACVA, AMCX, ATGE, EDGU, EDGF, AUGU, ALK, ALGN, ARB.
- Atria Investments was a net seller of stock by $-189M.
- Atria Investments has $8.8B in assets under management (AUM), dropping by 3.34%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Atria Investments holds 2003 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Atria Investments has 2003 total positions. Only the first 250 positions are shown.
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- Download the Atria Investments September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.5 | $221M | 427k | 517.95 |
|
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| NVIDIA Corporation (NVDA) | 2.1 | $187M | +6% | 1.0M | 186.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $148M | 221k | 669.30 |
|
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| Amazon (AMZN) | 1.3 | $114M | -3% | 517k | 219.57 |
|
| Apple (AAPL) | 1.2 | $105M | +2% | 412k | 254.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $105M | +4% | 171k | 612.38 |
|
| Meta Platforms Cl A (META) | 1.1 | $99M | 135k | 734.38 |
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| Broadcom (AVGO) | 1.0 | $91M | +5% | 276k | 329.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $89M | 147k | 600.37 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $82M | +9% | 1.2M | 65.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $79M | -3% | 164k | 479.61 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $78M | 117k | 666.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $76M | 313k | 243.10 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $75M | -2% | 400k | 186.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $74M | 1.2M | 59.92 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $74M | +4% | 207k | 355.47 |
|
| Oracle Corporation (ORCL) | 0.8 | $71M | 253k | 281.24 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $70M | -6% | 222k | 315.43 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $66M | +27% | 1.1M | 59.20 |
|
| Visa Com Cl A (V) | 0.7 | $60M | -8% | 176k | 341.38 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $56M | -11% | 288k | 194.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $55M | +4% | 457k | 120.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $54M | 221k | 243.55 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $53M | 115k | 463.74 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $53M | -3% | 601k | 87.31 |
|
| Netflix (NFLX) | 0.6 | $52M | -10% | 43k | 1198.93 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $51M | -11% | 756k | 67.83 |
|
| Tesla Motors (TSLA) | 0.6 | $51M | 115k | 444.72 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $48M | -12% | 1.0M | 46.71 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $48M | +90% | 144k | 332.84 |
|
| American Centy Etf Tr Diversifid Crp (KORP) | 0.5 | $47M | +2% | 986k | 47.60 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $45M | +12% | 218k | 206.51 |
|
| Johnson & Johnson (JNJ) | 0.5 | $45M | 242k | 185.42 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $43M | -2% | 76k | 568.81 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 0.5 | $41M | -11% | 1.0M | 40.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $40M | +7% | 424k | 93.37 |
|
| Abbvie (ABBV) | 0.4 | $39M | -6% | 168k | 231.54 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $39M | -2% | 138k | 279.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $36M | -3% | 111k | 328.17 |
|
| Chevron Corporation (CVX) | 0.4 | $35M | 227k | 155.29 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $34M | 625k | 54.18 |
|
|
| Unified Ser Tr Oneascent Core P (OACP) | 0.4 | $33M | -30% | 1.4M | 23.06 |
|
| Wal-Mart Stores (WMT) | 0.4 | $32M | -6% | 306k | 103.06 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $31M | -13% | 40k | 762.99 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $31M | 273k | 112.75 |
|
|
| Philip Morris International (PM) | 0.3 | $29M | +3% | 182k | 162.20 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $29M | +55% | 285k | 100.25 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $28M | 350k | 78.91 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $27M | -4% | 182k | 148.61 |
|
| Unified Ser Tr Oneascent Large (OALC) | 0.3 | $27M | -17% | 763k | 34.81 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $27M | -10% | 298k | 88.96 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $27M | -9% | 94k | 281.86 |
|
| Home Depot (HD) | 0.3 | $26M | 65k | 405.19 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $25M | +6% | 98k | 256.45 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.3 | $25M | +21% | 660k | 37.86 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.3 | $25M | +172% | 731k | 34.16 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $24M | 147k | 164.54 |
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|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $24M | +2% | 214k | 111.47 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $24M | -2% | 239k | 99.53 |
|
| Wells Fargo & Company (WFC) | 0.3 | $24M | +6% | 280k | 83.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $23M | -14% | 46k | 502.74 |
|
| Abbott Laboratories (ABT) | 0.3 | $23M | -6% | 172k | 133.94 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $22M | +2% | 106k | 208.71 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.3 | $22M | -7% | 495k | 44.42 |
|
| Procter & Gamble Company (PG) | 0.3 | $22M | -7% | 143k | 153.65 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $22M | +9% | 210k | 102.99 |
|
| Walt Disney Company (DIS) | 0.2 | $22M | +2% | 188k | 114.50 |
|
| Servicenow (NOW) | 0.2 | $21M | 23k | 920.27 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $21M | +6% | 57k | 374.25 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $21M | +3% | 652k | 31.91 |
|
| Bank of America Corporation (BAC) | 0.2 | $21M | -7% | 401k | 51.59 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $21M | 418k | 49.46 |
|
|
| International Business Machines (IBM) | 0.2 | $21M | -9% | 73k | 282.16 |
|
| UnitedHealth (UNH) | 0.2 | $21M | +7% | 60k | 345.30 |
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| Cisco Systems (CSCO) | 0.2 | $20M | -8% | 284k | 68.42 |
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| TJX Companies (TJX) | 0.2 | $19M | 134k | 144.54 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $19M | 383k | 50.78 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $19M | +2% | 65k | 297.62 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $19M | 320k | 59.91 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $19M | +41% | 41k | 468.41 |
|
| Automatic Data Processing (ADP) | 0.2 | $19M | -2% | 65k | 293.50 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $19M | +681% | 440k | 43.30 |
|
| Coca-Cola Company (KO) | 0.2 | $19M | -3% | 285k | 66.32 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $19M | +154% | 90k | 209.26 |
|
| Citigroup Com New (C) | 0.2 | $19M | -24% | 184k | 101.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $19M | +3% | 251k | 74.37 |
|
| Qualcomm (QCOM) | 0.2 | $19M | -7% | 112k | 166.36 |
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| Intuit (INTU) | 0.2 | $18M | +11% | 27k | 682.90 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | -4% | 61k | 303.89 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $18M | -11% | 181k | 100.23 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $18M | 180k | 99.95 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $18M | 70k | 254.28 |
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| Blackrock (BLK) | 0.2 | $18M | 15k | 1165.91 |
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| Goldman Sachs (GS) | 0.2 | $18M | 22k | 796.34 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $17M | -13% | 407k | 42.79 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $17M | 182k | 95.47 |
|
|
| Boeing Company (BA) | 0.2 | $17M | +3% | 79k | 215.83 |
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| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.2 | $17M | +186% | 404k | 41.80 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.2 | $17M | 382k | 44.01 |
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| Uber Technologies (UBER) | 0.2 | $17M | +18% | 170k | 97.97 |
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| American Express Company (AXP) | 0.2 | $17M | 50k | 332.16 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.2 | $17M | +29% | 545k | 30.29 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $16M | -4% | 22k | 758.15 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $16M | +27% | 225k | 72.77 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $16M | 298k | 54.31 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $16M | -31% | 33k | 485.02 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $16M | +2% | 80k | 201.53 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $16M | 169k | 95.22 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $16M | 166k | 95.15 |
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| Trane Technologies SHS (TT) | 0.2 | $15M | -5% | 37k | 421.96 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $15M | -3% | 126k | 121.06 |
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| AmerisourceBergen (COR) | 0.2 | $15M | -7% | 49k | 312.53 |
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| salesforce (CRM) | 0.2 | $15M | -22% | 64k | 237.00 |
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| Costco Wholesale Corporation (COST) | 0.2 | $15M | -15% | 16k | 925.65 |
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| Merck & Co (MRK) | 0.2 | $15M | -5% | 180k | 83.93 |
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| Starbucks Corporation (SBUX) | 0.2 | $15M | -3% | 177k | 84.60 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $15M | -25% | 221k | 68.08 |
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| Analog Devices (ADI) | 0.2 | $15M | +12% | 61k | 245.70 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $15M | -3% | 20k | 746.62 |
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| Verizon Communications (VZ) | 0.2 | $15M | -7% | 338k | 43.95 |
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| Amphenol Corp Cl A (APH) | 0.2 | $15M | +27% | 119k | 123.75 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $14M | -20% | 184k | 78.34 |
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| Linde SHS (LIN) | 0.2 | $14M | +4% | 30k | 475.00 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $14M | -6% | 262k | 53.87 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $14M | +6% | 57k | 247.12 |
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| Lennar Corp Cl A (LEN) | 0.2 | $14M | -3% | 111k | 126.04 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $14M | +5% | 279k | 49.79 |
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| Pepsi (PEP) | 0.2 | $14M | -9% | 97k | 140.44 |
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| At&t (T) | 0.2 | $14M | -9% | 477k | 28.24 |
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| PNC Financial Services (PNC) | 0.2 | $13M | 67k | 200.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $13M | +9% | 159k | 84.11 |
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| Prologis (PLD) | 0.2 | $13M | +11% | 116k | 114.52 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $13M | -12% | 30k | 447.23 |
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| Autodesk (ADSK) | 0.2 | $13M | 41k | 317.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $13M | -33% | 53k | 246.60 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $13M | -4% | 146k | 89.37 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $13M | +7% | 193k | 67.26 |
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| Zoetis Cl A (ZTS) | 0.1 | $13M | -12% | 89k | 146.32 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $13M | -28% | 214k | 60.03 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $13M | 163k | 78.09 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $13M | +34% | 69k | 182.42 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $13M | +2% | 174k | 72.26 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $13M | -6% | 75k | 167.33 |
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| General Dynamics Corporation (GD) | 0.1 | $12M | -5% | 36k | 341.00 |
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| General Motors Company (GM) | 0.1 | $12M | -3% | 202k | 60.97 |
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| Nextera Energy (NEE) | 0.1 | $12M | +3% | 162k | 75.49 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $12M | +9% | 275k | 44.27 |
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| Thor Industries (THO) | 0.1 | $12M | -3% | 117k | 103.69 |
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| Unified Ser Tr Oneascent Small (OASC) | 0.1 | $12M | +23% | 423k | 28.54 |
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| Monster Beverage Corp (MNST) | 0.1 | $12M | -5% | 177k | 67.31 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $12M | -24% | 130k | 91.75 |
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| Chubb (CB) | 0.1 | $12M | -3% | 42k | 282.25 |
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| Morgan Stanley Com New (MS) | 0.1 | $12M | -13% | 74k | 158.96 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $12M | 425k | 27.75 |
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| Applied Materials (AMAT) | 0.1 | $12M | -5% | 57k | 204.74 |
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| FedEx Corporation (FDX) | 0.1 | $12M | +3% | 50k | 235.81 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $12M | -9% | 220k | 53.24 |
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| Amgen (AMGN) | 0.1 | $12M | -10% | 41k | 282.20 |
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| Medtronic SHS (MDT) | 0.1 | $12M | +3% | 122k | 95.24 |
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| Booking Holdings (BKNG) | 0.1 | $12M | -6% | 2.1k | 5399.04 |
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| ConocoPhillips (COP) | 0.1 | $12M | 122k | 94.59 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $12M | +5% | 228k | 50.59 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $12M | +5% | 227k | 50.75 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | -7% | 48k | 236.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $11M | -52% | 37k | 307.86 |
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| Lowe's Companies (LOW) | 0.1 | $11M | -2% | 45k | 251.31 |
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| Dollar General (DG) | 0.1 | $11M | -2% | 109k | 103.35 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $11M | -7% | 151k | 73.46 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.1 | $11M | 193k | 57.36 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $11M | -7% | 93k | 118.37 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $11M | +7% | 100k | 108.96 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $11M | 89k | 122.45 |
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| Palo Alto Networks (PANW) | 0.1 | $11M | 53k | 203.62 |
|
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $11M | -3% | 103k | 104.51 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $11M | +5% | 395k | 27.30 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $11M | 425k | 25.34 |
|
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| Comcast Corp Cl A (CMCSA) | 0.1 | $11M | -10% | 341k | 31.42 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $11M | -9% | 228k | 46.96 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $11M | -36% | 30k | 352.75 |
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| Honeywell International (HON) | 0.1 | $11M | -10% | 50k | 210.50 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $11M | -3% | 17k | 609.31 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $10M | -12% | 11k | 968.08 |
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| Capital One Financial (COF) | 0.1 | $10M | +3% | 49k | 212.58 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $10M | -2% | 891k | 11.60 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $10M | +10% | 26k | 391.64 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $10M | -8% | 123k | 82.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $10M | +35% | 34k | 300.82 |
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| Rollins (ROL) | 0.1 | $10M | -7% | 171k | 58.74 |
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| S&p Global (SPGI) | 0.1 | $10M | 21k | 486.71 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $10M | +14% | 427k | 23.41 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $9.9M | -3% | 210k | 47.38 |
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| Pfizer (PFE) | 0.1 | $9.9M | +3% | 389k | 25.48 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $9.9M | -21% | 254k | 38.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $9.7M | -28% | 57k | 170.85 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.1 | $9.7M | -46% | 379k | 25.60 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $9.7M | +14% | 137k | 70.85 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $9.7M | +11% | 210k | 46.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $9.7M | -12% | 53k | 183.73 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $9.6M | +26% | 188k | 51.23 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.1 | $9.6M | -8% | 152k | 63.02 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $9.5M | -11% | 113k | 84.68 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $9.5M | 40k | 239.64 |
|
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $9.5M | +50% | 412k | 23.12 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $9.5M | -14% | 165k | 57.52 |
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| Fidelity Covington Trust Stock For Infl (FCPI) | 0.1 | $9.5M | +8% | 189k | 50.10 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $9.4M | +3% | 27k | 346.26 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $9.3M | -24% | 193k | 48.33 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $9.3M | -8% | 168k | 55.49 |
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 0.1 | $9.3M | +17% | 223k | 41.91 |
|
| McKesson Corporation (MCK) | 0.1 | $9.3M | -11% | 12k | 772.53 |
|
| Williams Companies (WMB) | 0.1 | $9.3M | 147k | 63.35 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $9.3M | -11% | 97k | 95.19 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $9.3M | -33% | 67k | 139.17 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $9.2M | +4% | 96k | 96.46 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $9.2M | -9% | 216k | 42.72 |
|
| American Electric Power Company (AEP) | 0.1 | $9.2M | 82k | 112.50 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $9.1M | 102k | 89.34 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $9.0M | +3% | 51k | 178.14 |
|
| Caterpillar (CAT) | 0.1 | $9.0M | -22% | 19k | 477.16 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $9.0M | -22% | 237k | 38.02 |
|
| Stryker Corporation (SYK) | 0.1 | $9.0M | -5% | 24k | 369.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $9.0M | +319% | 37k | 241.96 |
|
| Progressive Corporation (PGR) | 0.1 | $8.9M | 36k | 246.95 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $8.9M | -8% | 137k | 65.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $8.9M | -15% | 338k | 26.34 |
|
| Air Products & Chemicals (APD) | 0.1 | $8.9M | -19% | 33k | 272.72 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $8.8M | +5% | 101k | 87.21 |
|
| Fastenal Company (FAST) | 0.1 | $8.8M | +33% | 180k | 49.04 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $8.7M | -64% | 45k | 195.86 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $8.7M | -6% | 81k | 106.49 |
|
| Synopsys (SNPS) | 0.1 | $8.6M | +52% | 17k | 493.40 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $8.5M | +4% | 167k | 51.07 |
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.1 | $8.5M | -8% | 262k | 32.39 |
|
| Strategy Eventide High Di (ELCV) | 0.1 | $8.4M | -5% | 316k | 26.74 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $8.4M | +9% | 209k | 40.35 |
|
| Southern Company (SO) | 0.1 | $8.4M | -11% | 89k | 94.77 |
|
| Ecolab (ECL) | 0.1 | $8.4M | 31k | 273.86 |
|
|
| Gilead Sciences (GILD) | 0.1 | $8.3M | -5% | 75k | 111.00 |
|
| Cme (CME) | 0.1 | $8.3M | +10% | 31k | 270.19 |
|
| Kla Corp Com New (KLAC) | 0.1 | $8.3M | +4% | 7.7k | 1078.63 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $8.3M | 454k | 18.24 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $8.2M | 107k | 76.72 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $8.1M | +3% | 30k | 267.21 |
|
| Wec Energy Group (WEC) | 0.1 | $8.1M | 70k | 114.59 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.0M | +13% | 112k | 71.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $8.0M | 238k | 33.42 |
|
|
| AutoZone (AZO) | 0.1 | $7.9M | -15% | 1.8k | 4290.24 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $7.9M | -24% | 59k | 133.90 |
|
| Danaher Corporation (DHR) | 0.1 | $7.9M | +21% | 40k | 198.26 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $7.8M | +6% | 36k | 219.53 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- 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
- Atria Investments 2021 Q4 filed Feb. 4, 2022