Atria Investments

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

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Positions held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atria Investments

Atria Investments holds 891 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Atria Investments has 891 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.0 $195M +7% 407k 477.63
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Microsoft Corporation (MSFT) 2.6 $165M +6% 439k 375.93
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Unified Ser Tr Oneascent Core P (OACP) 1.8 $119M +13% 5.2M 22.96
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Apple (AAPL) 1.4 $92M 479k 192.50
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Amazon (AMZN) 1.4 $91M +4% 597k 151.98
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $83M 174k 475.31
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Unified Ser Tr Oneascent Intl (OAIM) 1.2 $78M +7% 2.6M 30.40
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Vanguard Index Fds Value Etf (VTV) 1.0 $65M +37% 436k 149.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $61M +21% 139k 436.80
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Vanguard Index Fds Growth Etf (VUG) 0.9 $60M +6% 193k 310.88
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $58M -2% 1.2M 47.90
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NVIDIA Corporation (NVDA) 0.9 $56M 113k 495.22
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $55M +55% 598k 91.39
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Unified Ser Tr Oneascent Large (OALC) 0.8 $54M +60% 2.2M 24.94
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Visa Com Cl A (V) 0.8 $49M +3% 187k 260.21
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JPMorgan Chase & Co. (JPM) 0.7 $47M +2% 277k 170.09
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Unified Ser Tr Oneascent Emgrg (OAEM) 0.7 $47M +82% 1.6M 29.28
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Meta Platforms Cl A (META) 0.7 $47M +3% 132k 353.96
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Ishares Tr Core Total Usd (IUSB) 0.7 $47M 1.0M 46.07
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $46M +2% 330k 139.86
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $46M 122k 376.87
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UnitedHealth (UNH) 0.7 $44M 84k 526.36
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $41M -23% 206k 200.71
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Alphabet Cap Stk Cl C (GOOG) 0.6 $40M +4% 284k 141.15
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $39M +4% 264k 147.14
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Ishares Core Msci Emkt (IEMG) 0.6 $39M +38% 767k 50.58
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $38M 636k 59.32
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $37M +584% 204k 179.97
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Ishares Tr Core Us Aggbd Et (AGG) 0.6 $36M +151% 362k 99.25
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Mastercard Incorporated Cl A (MA) 0.5 $35M +2% 82k 426.45
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $34M +2% 574k 59.66
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Ishares Tr Eafe Value Etf (EFV) 0.5 $34M -11% 645k 52.10
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Adobe Systems Incorporated (ADBE) 0.5 $33M +3% 56k 596.00
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Broadcom (AVGO) 0.5 $33M 30k 1116.26
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $33M +28% 474k 70.35
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Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $33M +279% 394k 84.33
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $33M +26% 336k 98.88
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Johnson & Johnson (JNJ) 0.5 $33M 207k 156.74
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Chevron Corporation (CVX) 0.5 $32M +5% 213k 149.15
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.5 $31M NEW 350k 88.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $31M 87k 356.62
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $31M -8% 660k 46.36
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $28M +103% 672k 42.22
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Merck & Co (MRK) 0.4 $28M +3% 255k 109.01
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $27M -8% 115k 237.22
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.4 $27M -15% 1.3M 21.18
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Abbvie (ABBV) 0.4 $26M +4% 165k 154.92
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $25M +8% 72k 350.71
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salesforce (CRM) 0.4 $25M 95k 263.14
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Netflix (NFLX) 0.4 $25M -11% 51k 486.89
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Eli Lilly & Co. (LLY) 0.4 $25M +8% 42k 582.56
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Procter & Gamble Company (PG) 0.4 $25M 167k 146.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $24M 587k 41.10
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $23M +20% 233k 100.27
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Home Depot (HD) 0.4 $23M -6% 66k 346.17
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Ishares Tr Core Div Grwth (DGRO) 0.3 $22M +154% 417k 53.82
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Ishares Tr TRS FLT RT BD (TFLO) 0.3 $22M 438k 50.47
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Thermo Fisher Scientific (TMO) 0.3 $22M 41k 530.74
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $22M +100% 285k 76.38
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Tesla Motors (TSLA) 0.3 $22M +4% 86k 248.48
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Timothy Plan Hig Dv Stk Etf (TPHD) 0.3 $21M +7% 640k 33.12
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Servicenow (NOW) 0.3 $21M +5% 30k 706.49
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Oracle Corporation (ORCL) 0.3 $20M +6% 189k 105.33
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.3 $20M +40% 567k 34.95
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Cisco Systems (CSCO) 0.3 $20M -4% 386k 50.51
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $19M -34% 199k 96.85
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Comcast Corp Cl A (CMCSA) 0.3 $19M 437k 43.85
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Wal-Mart Stores (WMT) 0.3 $19M 120k 157.64
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $19M +43% 251k 75.10
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $19M +12% 334k 55.90
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Pepsi (PEP) 0.3 $19M 109k 169.83
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $19M -38% 240k 77.02
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Novo-nordisk A S Adr (NVO) 0.3 $19M +3% 178k 103.45
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $18M +2% 369k 49.37
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Exxon Mobil Corporation (XOM) 0.3 $18M 182k 99.96
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Ishares Tr Mbs Etf (MBB) 0.3 $18M -10% 193k 94.08
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McDonald's Corporation (MCD) 0.3 $18M 61k 296.48
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Lowe's Companies (LOW) 0.3 $18M -2% 79k 222.51
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Lennar Corp Cl A (LEN) 0.3 $18M +9% 118k 148.77
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $18M +7% 226k 77.37
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $17M +75% 107k 157.80
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Select Sector Spdr Tr Technology (XLK) 0.3 $17M -4% 86k 192.48
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Philip Morris International (PM) 0.3 $16M +11% 175k 94.08
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Intuit (INTU) 0.3 $16M 26k 625.03
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Abbott Laboratories (ABT) 0.3 $16M +13% 148k 110.07
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Autodesk (ADSK) 0.3 $16M +9% 67k 243.48
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Costco Wholesale Corporation (COST) 0.3 $16M -4% 25k 659.80
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $16M +5% 153k 104.92
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $16M -10% 317k 50.30
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $16M +37% 356k 44.60
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $16M +594% 66k 241.77
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Franklin Templeton Etf Tr Us Equity Index (USPX) 0.2 $16M +23% 380k 41.62
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Zoetis Cl A (ZTS) 0.2 $16M 80k 197.37
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $15M +119% 298k 51.28
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $15M +37% 124k 122.75
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Amgen (AMGN) 0.2 $15M +2% 53k 287.95
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $15M -8% 107k 136.38
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Eaton Corp SHS (ETN) 0.2 $15M 60k 240.82
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $14M NEW 327k 44.00
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S&p Global (SPGI) 0.2 $14M 32k 440.52
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United Parcel Service CL B (UPS) 0.2 $14M -3% 90k 157.23
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Bank of America Corporation (BAC) 0.2 $14M +9% 418k 33.67
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Boeing Company (BA) 0.2 $14M 54k 260.59
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.2 $14M +6% 542k 25.88
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Union Pacific Corporation (UNP) 0.2 $14M +2% 57k 245.59
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Honeywell International (HON) 0.2 $14M +3% 66k 209.69
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Verizon Communications (VZ) 0.2 $14M +11% 359k 37.70
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Qualcomm (QCOM) 0.2 $13M -4% 93k 144.63
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $13M -6% 395k 34.01
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Us Bancorp Del Com New (USB) 0.2 $13M +19% 309k 43.28
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Texas Instruments Incorporated (TXN) 0.2 $13M -11% 78k 170.47
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Charles Schwab Corporation (SCHW) 0.2 $13M 189k 68.80
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ConocoPhillips (COP) 0.2 $13M -3% 112k 116.03
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $13M +40% 117k 110.66
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International Business Machines (IBM) 0.2 $13M +3% 79k 163.53
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $13M -3% 61k 213.33
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Intuitive Surgical Com New (ISRG) 0.2 $13M 38k 337.36
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Coca-Cola Company (KO) 0.2 $13M 217k 58.93
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Caterpillar (CAT) 0.2 $13M -2% 42k 295.62
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $13M +2% 171k 73.55
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Starbucks Corporation (SBUX) 0.2 $12M +5% 129k 96.02
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Nike CL B (NKE) 0.2 $12M -10% 114k 108.69
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Citigroup Com New (C) 0.2 $12M +18% 240k 51.44
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Ishares Tr Short Treas Bd (SHV) 0.2 $12M +40% 111k 110.13
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $12M 181k 66.49
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BlackRock (BLK) 0.2 $12M -2% 15k 811.82
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $12M -18% 240k 49.59
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TJX Companies (TJX) 0.2 $12M +7% 127k 93.77
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Marsh & McLennan Companies (MMC) 0.2 $12M +3% 62k 189.47
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $12M 154k 76.13
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Spdr Gold Tr Gold Shs (GLD) 0.2 $12M +22% 61k 191.17
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $12M +10% 65k 178.81
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Ishares Tr S&p 100 Etf (OEF) 0.2 $12M NEW 52k 223.39
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Wells Fargo & Company (WFC) 0.2 $12M +23% 235k 49.22
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $12M +39% 106k 108.25
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $11M -28% 146k 78.03
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First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.2 $11M +2% 569k 19.74
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Northrop Grumman Corporation (NOC) 0.2 $11M +41% 24k 468.13
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Automatic Data Processing (ADP) 0.2 $11M 47k 232.74
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Parker-Hannifin Corporation (PH) 0.2 $11M +4% 24k 460.70
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $11M -2% 14k 756.90
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $11M -25% 388k 27.66
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PNC Financial Services (PNC) 0.2 $11M +6% 69k 154.85
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Mondelez Intl Cl A (MDLZ) 0.2 $11M -7% 147k 72.40
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) 0.2 $11M 333k 31.79
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Medtronic SHS (MDT) 0.2 $11M 129k 82.43
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General Dynamics Corporation (GD) 0.2 $11M +11% 40k 259.49
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Air Products & Chemicals (APD) 0.2 $11M -2% 38k 273.80
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Linde SHS (LIN) 0.2 $10M -2% 25k 410.71
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Workday Cl A (WDAY) 0.2 $10M 38k 276.06
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Prologis (PLD) 0.2 $10M -13% 77k 133.30
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Blackstone Group Inc Com Cl A (BX) 0.2 $10M 79k 130.92
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $10M -14% 98k 104.00
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $10M +185% 217k 46.55
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FedEx Corporation (FDX) 0.2 $10M +16% 40k 252.97
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Ishares Tr National Mun Etf (MUB) 0.2 $10M +29% 93k 108.41
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Palo Alto Networks (PANW) 0.2 $10M +4% 34k 294.88
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Progressive Corporation (PGR) 0.2 $10M +3% 63k 159.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.9M -22% 36k 277.15
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Southern Company (SO) 0.2 $9.8M +7% 140k 70.12
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Sherwin-Williams Company (SHW) 0.2 $9.8M 32k 311.90
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Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.2 $9.8M +24% 205k 47.72
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Lockheed Martin Corporation (LMT) 0.1 $9.6M -2% 21k 453.17
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Walt Disney Company (DIS) 0.1 $9.6M -5% 107k 90.39
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $9.5M -4% 164k 57.96
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $9.5M +59% 115k 82.96
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Thor Industries (THO) 0.1 $9.5M +13% 80k 118.25
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Monster Beverage Corp (MNST) 0.1 $9.5M -5% 164k 57.61
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $9.4M +87% 327k 28.78
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At&t (T) 0.1 $9.4M +3% 560k 16.79
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Crown Castle Intl (CCI) 0.1 $9.4M +3% 81k 115.19
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American Express Company (AXP) 0.1 $9.2M 49k 187.30
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Danaher Corporation (DHR) 0.1 $9.1M +3% 40k 231.32
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Anthem (ELV) 0.1 $9.0M -2% 19k 471.55
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General Motors Company (GM) 0.1 $9.0M +3% 251k 35.92
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Intel Corporation (INTC) 0.1 $9.0M -5% 179k 50.26
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $9.0M +5% 124k 72.15
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $8.9M +61% 127k 70.28
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Microchip Technology (MCHP) 0.1 $8.9M +9% 99k 90.28
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $8.8M +104% 53k 165.25
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Chubb (CB) 0.1 $8.7M +35% 39k 225.91
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $8.7M -4% 21k 406.88
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Paypal Holdings (PYPL) 0.1 $8.6M +2% 139k 61.62
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $8.5M +14% 152k 56.14
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $8.5M +42% 113k 75.35
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Booking Holdings (BKNG) 0.1 $8.5M +3% 2.4k 3540.79
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $8.5M +24% 96k 88.36
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $8.5M -9% 28k 303.17
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Applied Materials (AMAT) 0.1 $8.4M 52k 161.99
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Ishares Tr Core Msci Total (IXUS) 0.1 $8.4M +6% 129k 64.93
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $8.2M -5% 38k 218.15
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.1 $8.2M NEW 228k 35.98
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $8.2M -4% 73k 111.63
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Select Sector Spdr Tr Energy (XLE) 0.1 $8.2M +14% 97k 83.84
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $8.2M +12% 113k 72.03
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $8.1M -26% 81k 99.74
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $8.1M 69k 117.13
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $8.1M +28% 108k 74.58
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $8.0M +2% 157k 51.05
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Morgan Stanley Com New (MS) 0.1 $8.0M +6% 86k 93.25
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Trane Technologies SHS (TT) 0.1 $8.0M -9% 33k 243.90
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American Tower Reit (AMT) 0.1 $8.0M +15% 37k 215.88
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Magna Intl Inc cl a (MGA) 0.1 $7.9M +10% 134k 59.08
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $7.9M -5% 156k 50.36
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Gartner (IT) 0.1 $7.8M 17k 449.23
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Nextera Energy (NEE) 0.1 $7.6M +8% 126k 60.74
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Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.1 $7.6M +29% 352k 21.62
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $7.6M +22% 70k 108.26
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CVS Caremark Corporation (CVS) 0.1 $7.6M +8% 96k 78.96
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Kla Corp Com New (KLAC) 0.1 $7.5M -6% 13k 581.29
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $7.5M +88% 162k 46.04
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Ishares Msci Emrg Chn (EMXC) 0.1 $7.4M +107% 134k 55.41
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Ansys (ANSS) 0.1 $7.3M +12% 20k 362.88
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Goldman Sachs (GS) 0.1 $7.2M 19k 385.72
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Fiserv (FI) 0.1 $7.2M 54k 132.84
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.2M +23% 113k 63.33
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Analog Devices (ADI) 0.1 $7.1M +4% 36k 198.56
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McKesson Corporation (MCK) 0.1 $7.1M 15k 462.70
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $7.1M -9% 92k 77.39
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Pfizer (PFE) 0.1 $7.1M -22% 245k 28.79
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $7.0M +2% 134k 51.99
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D.R. Horton (DHI) 0.1 $6.9M +9% 45k 151.98
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Liberty Global Com Cl C 0.1 $6.9M NEW 369k 18.64
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FactSet Research Systems (FDS) 0.1 $6.9M 14k 477.06
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Williams Companies (WMB) 0.1 $6.8M +8% 196k 34.83
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Select Sector Spdr Tr Communication (XLC) 0.1 $6.8M +4% 94k 72.66
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Regeneron Pharmaceuticals (REGN) 0.1 $6.8M +7% 7.7k 876.64
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Duke Energy Corp Com New (DUK) 0.1 $6.8M +22% 70k 97.04
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Intercontinental Exchange (ICE) 0.1 $6.8M 53k 128.43
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Paychex (PAYX) 0.1 $6.8M 57k 119.11
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $6.7M +81% 153k 44.02
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Advanced Micro Devices (AMD) 0.1 $6.6M +6% 45k 147.41
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $6.6M -34% 262k 25.14
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Sap Se Spon Adr (SAP) 0.1 $6.6M +4% 43k 154.59
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Deere & Company (DE) 0.1 $6.6M -5% 16k 399.52
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Roper Industries (ROP) 0.1 $6.5M -9% 12k 545.19
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $6.5M +235% 318k 20.45
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $6.4M +11% 62k 104.10
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Sony Group Corp Sponsored Adr (SONY) 0.1 $6.4M +25% 68k 94.69
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $6.4M 66k 96.39
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Lam Research Corporation (LRCX) 0.1 $6.4M -7% 8.1k 783.29
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Bristol Myers Squibb (BMY) 0.1 $6.3M -15% 123k 51.39
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $6.3M -19% 205k 30.59
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Airbnb Com Cl A (ABNB) 0.1 $6.3M -7% 46k 136.14
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $6.3M -9% 36k 173.89
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Gilead Sciences (GILD) 0.1 $6.2M +5% 77k 81.00
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $6.2M +254% 37k 168.54
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $6.1M 139k 44.15
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Equinix (EQIX) 0.1 $6.1M 7.6k 805.39
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Synopsys (SNPS) 0.1 $6.1M +3% 12k 514.92
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Past Filings by Atria Investments

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

View all past filings