Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, SPY, IEMG, IEFA, QQQ, and represent 10.93% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: MINT (+$72M), IUSB (+$23M), EFV (+$23M), VMBS (+$20M), SPY (+$19M), SHY (+$17M), UAPR (+$16M), IGSB (+$15M), SCHX (+$13M), PTBD (+$13M).
- Started 92 new stock positions in SBNY, VTWO, FBHS, PFFD, MAR, TRV, CBRE, INDA, EWN, GPC.
- Reduced shares in these 10 stocks: QQQ (-$42M), IBD (-$28M), LQD (-$20M), VIG (-$18M), IVV (-$15M), UDEC (-$14M), VGT (-$9.0M), DNOV (-$8.9M), FIXD (-$8.5M), IEFA (-$8.5M).
- Sold out of its positions in AMLP, ALXN, Allianzgi Nfj Divid Int Prem S cefs, ATO, AVY, BIDU, COW, BGNE, CAE, CenturyLink.
- Atria Investments was a net buyer of stock by $215M.
- Atria Investments has $4.5B in assets under management (AUM), dropping by 9.04%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Companies in the Atria Investments portfolio as of the March 2021 quarterly 13F filing
Atria Investments has 702 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atria Investments March 31, 2021 positions
- Download the Atria Investments March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $132M | +7% | 1.2M | 108.53 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $104M | +22% | 263k | 396.33 | |
| Ishares Core Msci Emkt (IEMG) | 2.2 | $99M | -6% | 1.5M | 64.36 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $80M | -9% | 1.1M | 72.05 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $79M | -34% | 247k | 319.13 | |
| Microsoft Corporation (MSFT) | 1.7 | $78M | +11% | 329k | 235.77 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.7 | $75M | +1957% | 739k | 101.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $62M | -19% | 155k | 397.82 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.3 | $60M | +14% | 895k | 67.23 | |
| Apple (AAPL) | 1.2 | $54M | -4% | 438k | 122.15 | |
| Amazon (AMZN) | 1.2 | $52M | +27% | 17k | 3094.07 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 1.1 | $49M | +68% | 920k | 53.37 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $42M | +6% | 163k | 257.04 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $42M | -7% | 461k | 90.87 | |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $39M | -33% | 298k | 130.05 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.8 | $37M | -18% | 701k | 52.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $37M | +8% | 278k | 131.46 | |
| Facebook Cl A (FB) | 0.8 | $35M | +5% | 120k | 294.53 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.7 | $32M | -3% | 649k | 49.11 | |
| Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.7 | $31M | +71% | 1.1M | 27.27 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.7 | $31M | -12% | 282k | 108.80 | |
| Proshares Tr Pshs Ultruss2000 (UWM) | 0.7 | $31M | -7% | 274k | 111.79 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $30M | +105% | 544k | 54.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $30M | +3% | 14k | 2062.49 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $28M | +422% | 557k | 50.97 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $27M | +69% | 82k | 330.18 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.6 | $27M | -4% | 465k | 57.12 | |
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $26M | +756% | 493k | 52.75 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $26M | +25% | 985k | 26.19 | |
| Visa Com Cl A (V) | 0.6 | $26M | -2% | 121k | 211.73 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $25M | -5% | 187k | 132.81 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $24M | +27% | 282k | 84.72 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $24M | +236% | 275k | 86.25 | |
| Johnson & Johnson (JNJ) | 0.5 | $24M | +3% | 144k | 164.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $23M | 112k | 206.69 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $23M | +17% | 63k | 364.30 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $23M | 422k | 54.11 | ||
| Adobe Systems Incorporated (ADBE) | 0.5 | $23M | +13% | 48k | 475.37 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $23M | +20% | 200k | 113.83 | |
| UnitedHealth (UNH) | 0.5 | $23M | +4% | 61k | 372.08 | |
| Lowe's Companies (LOW) | 0.5 | $22M | +10% | 113k | 190.18 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $21M | -2% | 140k | 152.23 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $20M | +5% | 107k | 188.99 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $20M | +12% | 245k | 82.19 | |
| Cisco Systems (CSCO) | 0.4 | $20M | 388k | 51.71 | ||
| Kraneshares Tr Kya Dynmc Inc (KDFI) | 0.4 | $19M | +12% | 903k | 21.51 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $19M | +8% | 54k | 356.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $19M | 9.3k | 2068.58 | ||
| Chevron Corporation (CVX) | 0.4 | $19M | +34% | 176k | 104.79 | |
| Home Depot (HD) | 0.4 | $18M | +5% | 60k | 305.25 | |
| NVIDIA Corporation (NVDA) | 0.4 | $18M | +2% | 34k | 533.93 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $17M | -12% | 173k | 100.46 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $17M | -17% | 159k | 108.88 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $17M | -6% | 107k | 160.86 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $17M | +8% | 38k | 456.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $17M | +18% | 61k | 276.26 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $17M | -18% | 386k | 43.31 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $17M | -52% | 113k | 147.08 | |
| Walt Disney Company (DIS) | 0.4 | $17M | 90k | 184.52 | ||
| Paypal Holdings (PYPL) | 0.4 | $16M | +33% | 67k | 242.83 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $16M | +440% | 169k | 96.03 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $16M | +46% | 469k | 34.05 | |
| Innovator Etfs Tr S&p 500 Ultra (UAPR) | 0.4 | $16M | NEW | 632k | 25.12 | |
| Merck & Co (MRK) | 0.3 | $15M | +10% | 196k | 77.09 | |
| Verizon Communications (VZ) | 0.3 | $15M | +4% | 258k | 58.15 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $15M | +14% | 144k | 101.09 | |
| Procter & Gamble Company (PG) | 0.3 | $14M | 105k | 135.43 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $14M | -31% | 161k | 87.18 | |
| Target Corporation (TGT) | 0.3 | $14M | -3% | 70k | 198.06 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $14M | 61k | 226.73 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $13M | -3% | 249k | 52.05 | |
| Oracle Corporation (ORCL) | 0.3 | $13M | +3% | 184k | 70.17 | |
| Crown Castle Intl (CCI) | 0.3 | $13M | +19% | 74k | 172.13 | |
| Broadcom (AVGO) | 0.3 | $13M | +7% | 27k | 463.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | 49k | 255.47 | ||
| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $12M | -10% | 121k | 102.46 | |
| Pepsi (PEP) | 0.3 | $12M | -4% | 87k | 141.45 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $12M | 104k | 116.74 | ||
| Costco Wholesale Corporation (COST) | 0.3 | $12M | 34k | 352.49 | ||
| Autodesk (ADSK) | 0.3 | $12M | 44k | 277.14 | ||
| Qualcomm (QCOM) | 0.3 | $12M | -9% | 91k | 132.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $12M | 184k | 65.11 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $12M | -34% | 101k | 118.28 | |
| Medtronic SHS (MDT) | 0.3 | $12M | -10% | 100k | 118.13 | |
| Starbucks Corporation (SBUX) | 0.3 | $12M | +8% | 108k | 109.27 | |
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.3 | $12M | +95% | 404k | 28.58 | |
| Us Bancorp Del Com New (USB) | 0.3 | $12M | +32% | 209k | 55.31 | |
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $12M | NEW | 236k | 48.65 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $11M | +3% | 68k | 168.07 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $11M | +13% | 91k | 125.51 | |
| Automatic Data Processing (ADP) | 0.3 | $11M | 61k | 188.47 | ||
| salesforce (CRM) | 0.2 | $11M | +14% | 53k | 211.86 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $11M | -36% | 81k | 135.45 | |
| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.2 | $11M | NEW | 1.1M | 9.72 | |
| Lam Research Corporation (LRCX) | 0.2 | $11M | +66% | 18k | 595.23 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $11M | -2% | 148k | 73.32 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $11M | +14% | 209k | 51.06 | |
| Deere & Company (DE) | 0.2 | $11M | +8% | 29k | 374.15 | |
| BlackRock (BLK) | 0.2 | $11M | +12% | 14k | 753.96 | |
| Philip Morris International (PM) | 0.2 | $10M | +15% | 117k | 88.74 | |
| Abbvie (ABBV) | 0.2 | $10M | +10% | 95k | 108.22 | |
| United Parcel Service CL B (UPS) | 0.2 | $10M | +7% | 60k | 169.99 | |
| Caterpillar (CAT) | 0.2 | $10M | +37% | 44k | 231.87 | |
| Zoetis Cl A (ZTS) | 0.2 | $9.9M | +5% | 63k | 157.48 | |
| Sherwin-Williams Company (SHW) | 0.2 | $9.8M | 13k | 738.04 | ||
| Abbott Laboratories (ABT) | 0.2 | $9.8M | +27% | 82k | 119.84 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $9.7M | -43% | 141k | 69.19 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.2 | $9.6M | +11% | 74k | 130.01 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.2 | $9.6M | 587k | 16.40 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $9.6M | NEW | 271k | 35.36 | |
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $9.6M | +3% | 31k | 307.73 | |
| Wal-Mart Stores (WMT) | 0.2 | $9.6M | -4% | 70k | 135.83 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $9.4M | +90% | 244k | 38.65 | |
| Vanguard World Fds Financials Etf (VFH) | 0.2 | $9.3M | +4% | 110k | 84.50 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $9.3M | +9% | 25k | 369.50 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $9.2M | -7% | 94k | 98.45 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $9.0M | +13% | 92k | 98.14 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $9.0M | +9% | 102k | 88.73 | |
| Danaher Corporation (DHR) | 0.2 | $9.0M | 40k | 225.07 | ||
| FedEx Corporation (FDX) | 0.2 | $8.8M | +30% | 31k | 284.03 | |
| Intel Corporation (INTC) | 0.2 | $8.8M | +6% | 137k | 64.00 | |
| Amgen (AMGN) | 0.2 | $8.7M | -10% | 35k | 248.82 | |
| S&p Global (SPGI) | 0.2 | $8.6M | -29% | 24k | 352.88 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $8.6M | 14k | 617.34 | ||
| Boeing Company (BA) | 0.2 | $8.5M | 34k | 254.70 | ||
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.2 | $8.5M | NEW | 356k | 23.84 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $8.5M | -15% | 75k | 112.93 | |
| Ansys (ANSS) | 0.2 | $8.3M | +76% | 25k | 339.56 | |
| Honeywell International (HON) | 0.2 | $8.3M | +7% | 38k | 217.07 | |
| Altria (MO) | 0.2 | $8.3M | +10% | 162k | 51.16 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $8.2M | +12% | 38k | 214.07 | |
| Netflix (NFLX) | 0.2 | $8.1M | +193% | 16k | 521.66 | |
| Bank of America Corporation (BAC) | 0.2 | $8.1M | +9% | 208k | 38.69 | |
| Monster Beverage Corp (MNST) | 0.2 | $8.0M | +12% | 88k | 91.09 | |
| Pfizer (PFE) | 0.2 | $7.7M | +3% | 214k | 36.23 | |
| Coca-Cola Company (KO) | 0.2 | $7.7M | -15% | 147k | 52.71 | |
| American Tower Reit (AMT) | 0.2 | $7.7M | +2% | 32k | 239.06 | |
| Nextera Energy (NEE) | 0.2 | $7.5M | 99k | 75.61 | ||
| Ishares Tr Mbs Etf (MBB) | 0.2 | $7.4M | -47% | 68k | 108.42 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.2 | $7.4M | +22% | 42k | 178.24 | |
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.2 | $7.3M | -19% | 275k | 26.63 | |
| Dollar General (DG) | 0.2 | $7.3M | -23% | 36k | 202.63 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $7.3M | +78% | 130k | 55.83 | |
| Tesla Motors (TSLA) | 0.2 | $7.2M | +5% | 11k | 667.93 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $7.2M | +35% | 147k | 49.06 | |
| Union Pacific Corporation (UNP) | 0.2 | $7.2M | +20% | 33k | 220.42 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $7.1M | -4% | 84k | 85.47 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $7.1M | -46% | 50k | 141.65 | |
| Nike CL B (NKE) | 0.2 | $7.1M | +4% | 53k | 132.88 | |
| Trane Technologies SHS (TT) | 0.2 | $7.1M | +4% | 43k | 165.57 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $7.0M | +13% | 24k | 295.40 | |
| At&t (T) | 0.2 | $7.0M | -30% | 230k | 30.27 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $7.0M | -33% | 21k | 330.34 | |
| McDonald's Corporation (MCD) | 0.2 | $6.9M | -11% | 31k | 224.16 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.2 | $6.9M | NEW | 93k | 73.99 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $6.9M | -4% | 57k | 119.95 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $6.8M | NEW | 260k | 26.23 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.2 | $6.8M | -11% | 25k | 269.87 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $6.8M | +4% | 78k | 87.00 | |
| CVS Caremark Corporation (CVS) | 0.1 | $6.7M | 90k | 75.23 | ||
| Intuit (INTU) | 0.1 | $6.6M | -14% | 17k | 383.08 | |
| Illumina (ILMN) | 0.1 | $6.6M | +3% | 17k | 384.03 | |
| Linde SHS (LIN) | 0.1 | $6.5M | +15% | 23k | 280.14 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $6.5M | 130k | 50.52 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $6.5M | +5% | 39k | 165.62 | |
| Diageo Spon Adr New (DEO) | 0.1 | $6.5M | +4% | 39k | 164.22 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $6.4M | -30% | 94k | 68.31 | |
| Roper Industries (ROP) | 0.1 | $6.4M | -18% | 16k | 403.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.4M | +31% | 29k | 220.93 | |
| Citigroup Com New (C) | 0.1 | $6.3M | -3% | 87k | 72.75 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $6.3M | +234% | 215k | 29.24 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $6.2M | -7% | 31k | 201.35 | |
| Air Products & Chemicals (APD) | 0.1 | $6.1M | -22% | 22k | 281.33 | |
| Paychex (PAYX) | 0.1 | $6.1M | +8% | 62k | 98.02 | |
| Bristol Myers Squibb (BMY) | 0.1 | $6.1M | 96k | 63.13 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $6.1M | 154k | 39.49 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.1M | 97k | 62.70 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $6.1M | +38% | 34k | 176.90 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $6.1M | -7% | 44k | 139.05 | |
| PNC Financial Services (PNC) | 0.1 | $6.0M | +2% | 34k | 175.42 | |
| Fox Factory Hldg (FOXF) | 0.1 | $6.0M | +8% | 47k | 127.05 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $6.0M | +18% | 32k | 189.28 | |
| Fiserv (FISV) | 0.1 | $6.0M | +10% | 50k | 119.04 | |
| Expeditors International of Washington (EXPD) | 0.1 | $5.9M | +44% | 55k | 107.68 | |
| Fidelity National Information Services (FIS) | 0.1 | $5.9M | +46% | 42k | 140.62 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.9M | -22% | 37k | 159.96 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $5.9M | -5% | 77k | 77.27 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $5.9M | +160% | 118k | 49.99 | |
| FactSet Research Systems (FDS) | 0.1 | $5.7M | -5% | 19k | 308.56 | |
| Colgate-Palmolive Company (CL) | 0.1 | $5.6M | -12% | 72k | 78.82 | |
| Amcor Ord (AMCR) | 0.1 | $5.6M | +118% | 480k | 11.68 | |
| Kraneshares Tr Lrg Cap Qty Divd (KLCD) | 0.1 | $5.6M | +25% | 181k | 30.75 | |
| Eli Lilly & Co. (LLY) | 0.1 | $5.6M | -29% | 30k | 186.82 | |
| Dominion Resources (D) | 0.1 | $5.5M | +28% | 73k | 75.96 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $5.5M | +4% | 81k | 67.42 | |
| AmerisourceBergen (ABC) | 0.1 | $5.5M | +10% | 46k | 118.07 | |
| Servicenow (NOW) | 0.1 | $5.4M | +29% | 11k | 500.14 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $5.4M | +207% | 318k | 17.00 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $5.4M | 37k | 145.49 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.4M | +19% | 74k | 72.92 | |
| Pacer Fds Tr Wealthshield (PWS) | 0.1 | $5.4M | -60% | 173k | 31.16 | |
| Emerson Electric (EMR) | 0.1 | $5.3M | +211% | 59k | 90.21 | |
| Norfolk Southern (NSC) | 0.1 | $5.3M | +6% | 20k | 268.50 | |
| Chubb (CB) | 0.1 | $5.3M | -22% | 33k | 157.95 | |
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $5.2M | NEW | 82k | 63.65 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.2M | +5% | 7.0k | 738.99 | |
| W.W. Grainger (GWW) | 0.1 | $5.1M | +94% | 13k | 400.88 | |
| Prologis (PLD) | 0.1 | $5.1M | +10% | 48k | 105.99 | |
| Blackline (BL) | 0.1 | $5.0M | +7% | 46k | 108.41 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $5.0M | +8% | 23k | 221.35 | |
| Equinix (EQIX) | 0.1 | $5.0M | +7% | 7.4k | 679.56 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $4.9M | -22% | 77k | 64.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.9M | -46% | 38k | 129.78 | |
| Unilever Spon Adr New (UL) | 0.1 | $4.9M | +18% | 88k | 55.83 | |
| Anthem (ANTM) | 0.1 | $4.9M | +16% | 14k | 358.96 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.9M | -64% | 14k | 358.46 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.1 | $4.8M | +13% | 69k | 69.28 | |
| Truist Financial Corp equities (TFC) | 0.1 | $4.8M | +36% | 82k | 58.32 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $4.7M | +11% | 34k | 140.50 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $4.7M | +17% | 39k | 121.79 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.7M | +84% | 41k | 116.05 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.7M | +20% | 50k | 93.03 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.7M | +14% | 80k | 58.53 | |
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.1 | $4.7M | NEW | 181k | 25.75 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.7M | +15% | 85k | 54.64 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $4.6M | +220% | 51k | 91.49 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $4.6M | +50% | 81k | 57.00 | |
| International Business Machines (IBM) | 0.1 | $4.6M | +12% | 35k | 133.27 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $4.6M | NEW | 7.4k | 617.02 | |
| Cerner Corporation (CERN) | 0.1 | $4.6M | +8% | 63k | 71.87 | |
| American Express Company (AXP) | 0.1 | $4.5M | +14% | 32k | 141.44 | |
| Sony Corp Sponsored Adr (SNE) | 0.1 | $4.5M | -47% | 43k | 106.00 | |
| Gilead Sciences (GILD) | 0.1 | $4.5M | +11% | 70k | 64.63 | |
| T. Rowe Price (TROW) | 0.1 | $4.5M | 26k | 171.61 | ||
| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $4.5M | -55% | 181k | 24.92 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $4.5M | -6% | 245k | 18.43 | |
| Cintas Corporation (CTAS) | 0.1 | $4.5M | -2% | 13k | 341.33 | |
| Southern Company (SO) | 0.1 | $4.5M | 72k | 62.16 | ||
| AutoZone (AZO) | 0.1 | $4.5M | +38% | 3.2k | 1404.46 | |
| D.R. Horton (DHI) | 0.1 | $4.4M | +44% | 50k | 89.12 | |
| Align Technology (ALGN) | 0.1 | $4.4M | 8.2k | 541.48 | ||
| MetLife (MET) | 0.1 | $4.4M | +7% | 73k | 60.80 | |
| Applied Materials (AMAT) | 0.1 | $4.4M | +52% | 33k | 133.59 | |
| Enbridge (ENB) | 0.1 | $4.3M | +15% | 119k | 36.40 | |
| ConocoPhillips (COP) | 0.1 | $4.3M | +14% | 81k | 52.97 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $4.3M | +12% | 58k | 73.04 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.2M | -12% | 46k | 91.86 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $4.2M | -5% | 70k | 59.67 | |
| Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.1 | $4.2M | NEW | 242k | 17.23 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $4.1M | 88k | 46.61 | ||
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- Atria Investments 2021 Q1 filed May 11, 2021
- Atria Investments 2020 Q4 filed Feb. 12, 2021
- Atria Investments 2020 Q3 filed Nov. 5, 2020
- Atria Investments 2020 Q2 restated filed Sept. 22, 2020
- Atria Investments 2020 Q2 filed Aug. 13, 2020
- Atria Investments 2020 Q1 filed May 15, 2020
- Atria Investments 2019 Q4 filed Feb. 11, 2020
- Atria Investments 2019 Q3 filed Nov. 14, 2019
- Atria Investments 2019 Q2 restated filed Aug. 26, 2019
- Atria Investments 2019 Q2 filed Aug. 9, 2019
- Atria Investments 2019 Q1 filed May 15, 2019
- Atria Investments 2018 Q4 filed Feb. 12, 2019
- Atria Investments 2018 Q3 filed Oct. 9, 2018
- Atria Investments 2018 Q2 filed July 13, 2018
- Atria Investments 2018 Q1 filed April 30, 2018
- Atria Investments 2017 Q4 filed Jan. 16, 2018