Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BSV, OACP, MSFT, SPY, and represent 12.06% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: BSV (+$75M), OACP (+$70M), SHV (+$48M), AMZN (+$43M), STIP (+$22M), TPHD (+$20M), IWF (+$18M), SPYD (+$16M), SPY (+$13M), EEMV (+$13M).
- Started 56 new stock positions in EEMV, IFRA, JEPI, Aspen Technology, WELL, USFR, XOP, BSCQ, FAPR, ITA.
- Reduced shares in these 10 stocks: QQQ (-$50M), VGIT (-$38M), EFA (-$27M), VYM (-$23M), AGG (-$21M), VMBS (-$20M), TPIF (-$18M), VTV (-$18M), VHT (-$17M), IGSB (-$16M).
- Sold out of its positions in ARKK, SGOL, ATVI, ALB, ALLY, ABEV, AWK, ATR, AWI, ASND.
- Atria Investments was a net seller of stock by $-194M.
- Atria Investments has $4.8B in assets under management (AUM), dropping by -16.51%.
- Central Index Key (CIK): 0001535865
Tip: Access up to 7 years of quarterly data
Positions held by Atria Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Atria Investments
Atria Investments holds 747 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Atria Investments has 747 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Atria Investments June 30, 2022 positions
- Download the Atria Investments June 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $141M | +8% | 373k | 379.15 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.8 | $134M | +127% | 1.7M | 76.79 | |
Unified Ser Tr Oneascent Core P (OACP) | 2.2 | $107M | +185% | 4.5M | 23.58 | |
Microsoft Corporation (MSFT) | 2.1 | $99M | +2% | 384k | 256.83 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $94M | +16% | 249k | 377.25 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $62M | -9% | 736k | 83.90 | |
Apple (AAPL) | 1.2 | $59M | -4% | 428k | 136.72 | |
Ishares Tr Short Treas Bd (SHV) | 1.1 | $53M | +945% | 481k | 110.10 | |
Unified Ser Tr Oneascent Large (OALC) | 1.1 | $51M | +5% | 2.6M | 19.78 | |
Vanguard Index Fds Value Etf (VTV) | 1.0 | $49M | -26% | 374k | 131.88 | |
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 1.0 | $47M | +2% | 1.2M | 40.80 | |
Amazon (AMZN) | 1.0 | $45M | +1898% | 428k | 106.21 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $44M | +9% | 754k | 58.86 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $42M | -9% | 189k | 222.89 | |
Setup an alertAtria Investments will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
UnitedHealth (UNH) | 0.9 | $42M | +7% | 82k | 513.63 | |
Ishares Tr Core Total Usd (IUSB) | 0.8 | $36M | -9% | 775k | 46.82 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $36M | +12% | 612k | 58.85 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $35M | -4% | 101k | 346.88 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $34M | -11% | 111k | 307.82 | |
Johnson & Johnson (JNJ) | 0.7 | $33M | +9% | 186k | 177.51 | |
Ishares Tr Eafe Value Etf (EFV) | 0.7 | $32M | -3% | 738k | 43.40 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $32M | -9% | 15k | 2179.28 | |
Visa Com Cl A (V) | 0.7 | $32M | 160k | 196.89 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $30M | +148% | 136k | 218.70 | |
Chevron Corporation (CVX) | 0.6 | $27M | -11% | 187k | 144.78 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $27M | -3% | 12k | 2187.45 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $27M | +417% | 265k | 101.43 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $25M | +3% | 1.0M | 23.90 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $24M | -53% | 376k | 62.49 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $24M | -9% | 74k | 315.49 | |
Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.5 | $23M | +103% | 1.1M | 20.85 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $23M | +13% | 124k | 188.62 | |
Abbvie (ABBV) | 0.5 | $23M | -5% | 151k | 153.16 | |
Merck & Co (MRK) | 0.5 | $22M | +4% | 245k | 91.17 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $22M | +3% | 198k | 112.61 | |
Meta Platforms Cl A (META) | 0.4 | $21M | -14% | 130k | 161.25 | |
Procter & Gamble Company (PG) | 0.4 | $20M | -2% | 141k | 143.79 | |
Verizon Communications (VZ) | 0.4 | $20M | +10% | 393k | 50.75 | |
Timothy Plan Hig Dv Stk Etf (TPHD) | 0.4 | $20M | NEW | 669k | 29.61 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.4 | $20M | +62% | 231k | 85.34 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $19M | -12% | 385k | 49.54 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $19M | +22% | 69k | 273.02 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $19M | -29% | 165k | 113.91 | |
Ishares Core Msci Emkt (IEMG) | 0.4 | $18M | +62% | 369k | 49.06 | |
Pepsi (PEP) | 0.4 | $18M | 108k | 166.66 | ||
Texas Instruments Incorporated (TXN) | 0.4 | $18M | -7% | 115k | 153.65 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $18M | -11% | 212k | 82.79 | |
Broadcom (AVGO) | 0.4 | $17M | 36k | 485.83 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $17M | +5% | 134k | 128.24 | |
Cisco Systems (CSCO) | 0.4 | $17M | -2% | 400k | 42.64 | |
Home Depot (HD) | 0.4 | $17M | +3% | 62k | 274.27 | |
United Parcel Service CL B (UPS) | 0.4 | $17M | +5% | 92k | 182.54 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $16M | -31% | 395k | 41.65 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $16M | 419k | 39.24 | ||
NVIDIA Corporation (NVDA) | 0.3 | $16M | -9% | 106k | 151.60 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $16M | +43% | 210k | 76.26 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $16M | 57k | 277.65 | ||
Select Sector Spdr Tr Technology (XLK) | 0.3 | $16M | 123k | 127.12 | ||
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $16M | NEW | 391k | 39.91 | |
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) | 0.3 | $16M | +114% | 796k | 19.54 | |
Crown Castle Intl (CCI) | 0.3 | $16M | 92k | 168.38 | ||
Adobe Systems Incorporated (ADBE) | 0.3 | $15M | -19% | 42k | 366.05 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $15M | -4% | 187k | 80.49 | |
Thermo Fisher Scientific (TMO) | 0.3 | $15M | -7% | 27k | 543.28 | |
Lowe's Companies (LOW) | 0.3 | $15M | -18% | 84k | 174.67 | |
Exxon Mobil Corporation (XOM) | 0.3 | $15M | -8% | 170k | 85.64 | |
Coca-Cola Company (KO) | 0.3 | $15M | +18% | 230k | 62.91 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $14M | +132% | 280k | 50.12 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $14M | +26% | 79k | 176.11 | |
Eli Lilly & Co. (LLY) | 0.3 | $14M | +13% | 43k | 324.23 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $14M | -11% | 435k | 31.45 | |
McDonald's Corporation (MCD) | 0.3 | $14M | +8% | 55k | 246.87 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $14M | -59% | 284k | 47.81 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $14M | +556% | 135k | 100.43 | |
Pfizer (PFE) | 0.3 | $14M | +5% | 258k | 52.43 | |
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.3 | $13M | +219% | 148k | 90.26 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $13M | -43% | 177k | 75.26 | |
salesforce (CRM) | 0.3 | $13M | 80k | 165.04 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $13M | +35% | 115k | 114.87 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $13M | NEW | 230k | 55.43 | |
Philip Morris International (PM) | 0.3 | $12M | -15% | 126k | 98.74 | |
Costco Wholesale Corporation (COST) | 0.3 | $12M | 26k | 479.28 | ||
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $12M | -5% | 291k | 41.64 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $12M | -63% | 119k | 101.68 | |
Oracle Corporation (ORCL) | 0.3 | $12M | -6% | 171k | 69.87 | |
Zoetis Cl A (ZTS) | 0.3 | $12M | 69k | 171.88 | ||
Qualcomm (QCOM) | 0.2 | $12M | -5% | 92k | 127.74 | |
Honeywell International (HON) | 0.2 | $12M | +6% | 67k | 173.81 | |
CVS Caremark Corporation (CVS) | 0.2 | $11M | -3% | 122k | 92.66 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $11M | +36% | 440k | 25.38 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $11M | +77% | 222k | 50.09 | |
BlackRock (BLK) | 0.2 | $11M | +2% | 18k | 609.02 | |
First Tr Exchange-traded Dorsey Wright (FVC) | 0.2 | $11M | +179% | 326k | 33.92 | |
Us Bancorp Del Com New (USB) | 0.2 | $11M | -3% | 240k | 46.02 | |
Abbott Laboratories (ABT) | 0.2 | $11M | -23% | 101k | 108.65 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $11M | -3% | 73k | 148.20 | |
Starbucks Corporation (SBUX) | 0.2 | $11M | +33% | 140k | 76.39 | |
Bristol Myers Squibb (BMY) | 0.2 | $11M | -2% | 138k | 77.00 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $10M | +83% | 113k | 91.49 | |
Tesla Motors (TSLA) | 0.2 | $10M | +40% | 15k | 673.45 | |
American Tower Reit (AMT) | 0.2 | $10M | 41k | 255.59 | ||
ConocoPhillips (COP) | 0.2 | $10M | +10% | 115k | 89.81 | |
Wal-Mart Stores (WMT) | 0.2 | $10M | -2% | 85k | 121.59 | |
Starboard Invt Tr Rh Hedged Multi (AMAX) | 0.2 | $10M | -13% | 1.2M | 8.29 | |
Nextera Energy (NEE) | 0.2 | $10M | -11% | 130k | 77.46 | |
Dollar General (DG) | 0.2 | $9.9M | 41k | 245.45 | ||
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $9.9M | +7% | 58k | 172.35 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $9.9M | -46% | 128k | 77.65 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $9.9M | -19% | 141k | 70.21 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.7M | +218% | 67k | 144.97 | |
Union Pacific Corporation (UNP) | 0.2 | $9.5M | +15% | 45k | 213.29 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 0.2 | $9.4M | NEW | 333k | 28.39 | |
Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) | 0.2 | $9.4M | +10% | 345k | 27.34 | |
Amgen (AMGN) | 0.2 | $9.4M | 39k | 243.30 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $9.3M | -18% | 117k | 80.02 | |
Nike CL B (NKE) | 0.2 | $9.3M | -6% | 91k | 102.20 | |
Automatic Data Processing (ADP) | 0.2 | $9.3M | -13% | 44k | 210.03 | |
Lockheed Martin Corporation (LMT) | 0.2 | $9.2M | +10% | 21k | 429.98 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $9.1M | -45% | 204k | 44.66 | |
S&p Global (SPGI) | 0.2 | $9.1M | -8% | 27k | 337.05 | |
Fidelity National Information Services (FIS) | 0.2 | $9.1M | +2% | 99k | 91.67 | |
Autodesk (ADSK) | 0.2 | $9.0M | +12% | 53k | 171.96 | |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $9.0M | +42% | 205k | 44.14 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $9.0M | +103% | 222k | 40.55 | |
Bank of America Corporation (BAC) | 0.2 | $8.9M | 287k | 31.13 | ||
Boeing Company (BA) | 0.2 | $8.9M | +13% | 65k | 136.72 | |
Marsh & McLennan Companies (MMC) | 0.2 | $8.9M | +4% | 57k | 155.25 | |
Medtronic SHS (MDT) | 0.2 | $8.8M | -17% | 98k | 89.75 | |
Monster Beverage Corp (MNST) | 0.2 | $8.8M | -8% | 95k | 92.70 | |
Servicenow (NOW) | 0.2 | $8.8M | -3% | 19k | 475.50 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $8.8M | -2% | 175k | 49.96 | |
Raytheon Technologies Corp (RTX) | 0.2 | $8.7M | +2% | 91k | 96.11 | |
International Business Machines (IBM) | 0.2 | $8.6M | +46% | 61k | 141.19 | |
At&t (T) | 0.2 | $8.5M | +29% | 407k | 20.96 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $8.5M | -7% | 76k | 111.43 | |
Dominion Resources (D) | 0.2 | $8.5M | +5% | 106k | 79.81 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $8.4M | -16% | 103k | 81.75 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $8.4M | +45% | 71k | 119.34 | |
Starboard Invt Tr Adaptive Alpha (AGOX) | 0.2 | $8.4M | +456% | 417k | 20.14 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $8.4M | +423% | 174k | 48.30 | |
Walt Disney Company (DIS) | 0.2 | $8.3M | -18% | 88k | 94.40 | |
Target Corporation (TGT) | 0.2 | $8.3M | -9% | 59k | 141.24 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $8.2M | +55% | 98k | 83.78 | |
Northrop Grumman Corporation (NOC) | 0.2 | $8.2M | +25% | 17k | 478.58 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $8.1M | -55% | 88k | 92.41 | |
Anthem (ANTM) | 0.2 | $8.1M | 17k | 482.58 | ||
Vodafone Group Sponsored Adr (VOD) | 0.2 | $8.1M | +56% | 519k | 15.58 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $8.0M | +4% | 128k | 62.09 | |
PNC Financial Services (PNC) | 0.2 | $7.9M | +22% | 50k | 157.77 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $7.7M | +75% | 92k | 83.89 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $7.7M | +64% | 52k | 149.81 | |
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) | 0.2 | $7.7M | -25% | 415k | 18.55 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $7.6M | -67% | 151k | 50.55 | |
Danaher Corporation (DHR) | 0.2 | $7.6M | -3% | 30k | 253.52 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $7.5M | +48% | 254k | 29.73 | |
Air Products & Chemicals (APD) | 0.2 | $7.5M | +2% | 31k | 240.49 | |
Caterpillar (CAT) | 0.2 | $7.5M | -15% | 42k | 178.76 | |
Paychex (PAYX) | 0.2 | $7.4M | -2% | 65k | 113.87 | |
FedEx Corporation (FDX) | 0.2 | $7.4M | +173% | 33k | 226.71 | |
First Tr Value Line Divid In SHS (FVD) | 0.2 | $7.3M | +41% | 188k | 38.81 | |
Deere & Company (DE) | 0.2 | $7.3M | -17% | 24k | 299.46 | |
Progressive Corporation (PGR) | 0.2 | $7.3M | -5% | 62k | 116.26 | |
Sherwin-Williams Company (SHW) | 0.2 | $7.2M | -17% | 32k | 223.93 | |
Select Sector Spdr Tr Communication (XLC) | 0.2 | $7.2M | +28% | 132k | 54.27 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $7.1M | -27% | 52k | 137.46 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $7.1M | -19% | 15k | 475.88 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.1M | +57% | 42k | 169.36 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $7.1M | +411% | 350k | 20.27 | |
Southern Company (SO) | 0.1 | $7.1M | +11% | 99k | 71.31 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $7.1M | +23% | 142k | 49.92 | |
Chubb (CB) | 0.1 | $7.1M | +20% | 36k | 196.59 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $7.0M | -16% | 25k | 281.80 | |
Gilead Sciences (GILD) | 0.1 | $7.0M | +23% | 113k | 61.81 | |
Lennar Corp Cl A (LEN) | 0.1 | $6.9M | +185% | 98k | 70.57 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.9M | +14% | 35k | 196.97 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $6.9M | +20% | 71k | 97.49 | |
Intuit (INTU) | 0.1 | $6.9M | -3% | 18k | 385.44 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $6.9M | -15% | 86k | 79.72 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $6.8M | +40% | 151k | 45.00 | |
Citigroup Com New (C) | 0.1 | $6.8M | +47% | 148k | 45.99 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.6M | -5% | 49k | 134.23 | |
Starboard Invt Tr Adaptive High In (AHHX) | 0.1 | $6.6M | +12% | 785k | 8.40 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $6.6M | NEW | 74k | 89.03 | |
Truist Financial Corp equities (TFC) | 0.1 | $6.6M | +8% | 139k | 47.43 | |
Diageo Spon Adr New (DEO) | 0.1 | $6.5M | -5% | 38k | 174.12 | |
Prologis (PLD) | 0.1 | $6.5M | 56k | 117.65 | ||
AmerisourceBergen (ABC) | 0.1 | $6.4M | -12% | 45k | 141.49 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $6.4M | +25% | 70k | 91.23 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $6.3M | +53% | 101k | 62.73 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $6.3M | +173% | 304k | 20.74 | |
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $6.2M | +184% | 127k | 49.04 | |
Paypal Holdings (PYPL) | 0.1 | $6.2M | -21% | 89k | 69.83 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $6.1M | -9% | 122k | 49.92 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $6.1M | NEW | 173k | 35.17 | |
Duke Energy Corp Com New (DUK) | 0.1 | $6.1M | +10% | 57k | 107.20 | |
Altria (MO) | 0.1 | $6.1M | -29% | 146k | 41.77 | |
Enbridge (ENB) | 0.1 | $6.0M | -5% | 143k | 42.26 | |
FactSet Research Systems (FDS) | 0.1 | $6.0M | -14% | 16k | 384.58 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $6.0M | -39% | 56k | 106.37 | |
Ishares Tr Faln Angls Usd (FALN) | 0.1 | $6.0M | -17% | 243k | 24.62 | |
Novartis Sponsored Adr (NVS) | 0.1 | $5.9M | -6% | 70k | 84.54 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $5.9M | -9% | 29k | 200.70 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.9M | +63% | 29k | 206.32 | |
Wec Energy Group (WEC) | 0.1 | $5.9M | +52% | 58k | 100.64 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $5.9M | +17% | 49k | 118.98 | |
Ishares Tr U S Equity Factr (LRGF) | 0.1 | $5.9M | 155k | 37.90 | ||
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $5.8M | -12% | 57k | 102.29 | |
General Dynamics Corporation (GD) | 0.1 | $5.8M | +9% | 26k | 221.25 | |
Netflix (NFLX) | 0.1 | $5.8M | +8% | 33k | 174.87 | |
AutoZone (AZO) | 0.1 | $5.7M | -21% | 2.7k | 2149.29 | |
Linde SHS (LIN) | 0.1 | $5.7M | -24% | 20k | 287.53 | |
Palo Alto Networks (PANW) | 0.1 | $5.6M | +6% | 11k | 493.95 | |
Analog Devices (ADI) | 0.1 | $5.6M | +9% | 38k | 146.09 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $5.6M | -71% | 93k | 60.35 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $5.4M | -64% | 49k | 110.03 | |
Eaton Corp SHS (ETN) | 0.1 | $5.4M | -6% | 43k | 126.00 | |
Charles Schwab Corporation (SCHW) | 0.1 | $5.4M | +12% | 85k | 63.18 | |
Roper Industries (ROP) | 0.1 | $5.4M | -5% | 14k | 394.68 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $5.3M | +9% | 241k | 22.19 | |
General Motors Company (GM) | 0.1 | $5.3M | +78% | 168k | 31.76 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $5.3M | +30% | 84k | 63.48 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $5.3M | +370% | 13k | 413.49 | |
Wells Fargo & Company (WFC) | 0.1 | $5.3M | 136k | 39.17 | ||
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $5.3M | +3% | 44k | 120.14 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $5.3M | -28% | 38k | 137.47 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $5.2M | 39k | 135.15 | ||
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $5.2M | +97% | 121k | 43.07 | |
Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $5.1M | -48% | 134k | 38.12 | |
Kraneshares Tr Lrg Cap Qty Divd (KLCD) | 0.1 | $5.1M | -15% | 172k | 29.74 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.1M | +152% | 39k | 129.52 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.1M | 99k | 51.61 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.1M | -10% | 71k | 71.62 | |
Pioneer Natural Resources (PXD) | 0.1 | $5.0M | -5% | 22k | 223.06 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $4.9M | +15% | 88k | 55.80 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $4.9M | +110% | 162k | 30.11 | |
Valero Energy Corporation (VLO) | 0.1 | $4.9M | +21% | 46k | 106.28 | |
Iqvia Holdings (IQV) | 0.1 | $4.8M | -12% | 22k | 216.97 | |
Morgan Stanley Com New (MS) | 0.1 | $4.8M | -16% | 63k | 76.05 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $4.8M | +423% | 166k | 28.89 | |
Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.8M | NEW | 84k | 57.03 | |
Intel Corporation (INTC) | 0.1 | $4.8M | -3% | 128k | 37.41 | |
American Express Company (AXP) | 0.1 | $4.7M | -2% | 34k | 138.62 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $4.7M | +31% | 76k | 62.00 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $4.7M | -12% | 7.9k | 591.11 | |
Trane Technologies SHS (TT) | 0.1 | $4.7M | +5% | 36k | 129.88 | |
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $4.7M | +28% | 171k | 27.16 | |
Magna Intl Inc cl a (MGA) | 0.1 | $4.6M | +19% | 84k | 54.90 | |
Kla Corp Com New (KLAC) | 0.1 | $4.6M | +4% | 15k | 319.10 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $4.6M | +23% | 16k | 294.40 | |
MetLife (MET) | 0.1 | $4.6M | 73k | 62.78 |
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- Atria Investments 2022 Q2 filed Aug. 11, 2022
- Atria Investments 2022 Q1 filed May 2, 2022
- Atria Investments 2021 Q4 filed Feb. 4, 2022
- Atria Investments 2021 Q3 filed Nov. 16, 2021
- Atria Investments 2021 Q2 filed Aug. 10, 2021
- Atria Investments 2021 Q1 filed May 11, 2021
- Atria Investments 2020 Q4 filed Feb. 12, 2021
- 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