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Atria Investments

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

Top 5 stock holdings are NVDA, IVV, VOO, MSFT, GLD, and represent 8.27% of Atria Investments's stock portfolio.
Added to shares of these 10 stocks: BIL (+$98M), MINT (+$85M), VGIT (+$72M), QLTY (+$46M), VOO (+$42M), EFG (+$29M), GRID (+$28M), GLD (+$23M), BLCR (+$21M), PHO (+$21M).
Started 173 new stock positions in BAPR, FTS, PTON, JBLU, IGRO, PNFP, GEO, SYBT, SN, AFIF.
Reduced shares in these 10 stocks: OEF (-$47M), FIXD (-$19M), SHYG (-$18M), VEA (-$13M), BSJQ (-$12M), AstraZeneca (-$12M), SPY (-$11M), ICSH (-$11M), LMBS (-$11M), CGMS (-$11M).
Sold out of its positions in HYFI, ADT, BTAL, SIVR, ACM, AFRM, AGYS, JULU, ALIT, MDLV.
Atria Investments was a net buyer of stock by $318M.
Atria Investments has $8.9B in assets under management (AUM), dropping by 1.57%.
Central Index Key (CIK): 0001535865

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Portfolio Holdings for Atria Investments

Atria Investments holds 2028 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Atria Investments has 2028 total positions. Only the first 250 positions are shown.

Sign up to view all of the Atria Investments March 31, 2026 positions
Download the Atria Investments March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	1.9	$168M		966k	174.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$161M		247k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$154M	+37%	258k	597.55	View chart
Microsoft Corporation (MSFT)	1.6	$140M	-7%	379k	370.17	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$115M	+25%	268k	430.29	View chart
Spdr Series Trust State Street Spd (BIL)	1.3	$115M	+589%	1.3M	91.64	View chart
Apple (AAPL)	1.2	$108M	+5%	424k	253.79	View chart
Amazon (AMZN)	1.0	$92M	-10%	444k	208.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$89M	+432%	1.5M	59.55	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$89M	-9%	1.3M	69.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$87M		150k	577.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$86M	+7308%	853k	100.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$83M		289k	287.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$82M	+21%	189k	436.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$77M	-12%	118k	650.34	View chart
Broadcom (AVGO)	0.9	$76M	-7%	246k	309.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$75M		382k	196.20	View chart
Meta Platforms Cl A (META)	0.8	$74M		130k	572.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$67M	-16%	1.0M	64.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$66M	+13%	584k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$65M	-4%	310k	211.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$64M	+2%	224k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.7	$61M	-2%	209k	294.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$61M	-11%	1.1M	58.18	View chart
Johnson & Johnson (JNJ)	0.7	$59M		243k	244.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$58M	+34%	598k	97.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$54M	+55%	168k	320.81	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$53M		115k	463.19	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.6	$52M	+680%	1.4M	36.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$52M		695k	74.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$50M	-3%	556k	90.53	View chart
Chevron Corporation (CVX)	0.6	$50M	+7%	240k	206.90	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$50M	+2%	1.1M	46.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$49M	+49%	495k	99.27	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.5	$46M	+9%	992k	46.61	View chart
Visa Com Cl A (V)	0.5	$44M	-10%	147k	302.24	View chart
Tesla Motors (TSLA)	0.5	$44M	+4%	119k	371.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$44M	-7%	129k	337.95	View chart
Exxon Mobil Corporation (XOM)	0.5	$41M	-10%	242k	169.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$38M	+15%	198k	191.81	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$36M	+61%	360k	100.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$35M	+8%	146k	239.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$35M	+60%	318k	108.99	View chart
Eli Lilly & Co. (LLY)	0.4	$34M	-8%	37k	919.76	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$34M	+96%	759k	44.72	View chart
Netflix (NFLX)	0.4	$33M	-6%	346k	96.15	View chart
Abbvie (ABBV)	0.4	$33M	-9%	152k	217.49	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.4	$32M	+591%	198k	163.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$32M	+850%	287k	111.37	View chart
Philip Morris International (PM)	0.4	$31M	+3%	190k	165.34	View chart
Wal-Mart Stores (WMT)	0.3	$31M	-17%	247k	124.28	View chart
Oracle Corporation (ORCL)	0.3	$30M	-13%	201k	147.11	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$29M	+11%	890k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$28M	+9%	774k	36.22	View chart
Mastercard Incorporated Cl A (MA)	0.3	$27M	-23%	54k	499.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$27M	-19%	493k	54.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$26M	+3%	337k	78.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$26M	+25%	198k	132.90	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.3	$26M		596k	43.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$24M	+141%	1.1M	22.91	View chart
Coca-Cola Company (KO)	0.3	$24M	+13%	315k	76.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$24M	+10%	497k	48.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$24M	+8%	50k	479.20	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.3	$24M	+676%	354k	66.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$24M	+166%	952k	24.75	View chart
Merck & Co (MRK)	0.3	$23M	+7%	194k	120.29	View chart
Cisco Systems (CSCO)	0.3	$23M	-2%	301k	77.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$23M	+12%	313k	73.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$22M	-10%	203k	110.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$22M	+6%	71k	302.25	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$21M	+7%	359k	59.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$21M	-12%	98k	217.25	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$21M	+10%	704k	30.07	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$21M	NEW	504k	41.06	View chart
Wells Fargo & Company (WFC)	0.2	$20M	-8%	256k	79.61	View chart
Citigroup Com New (C)	0.2	$20M		177k	113.41	View chart
Procter & Gamble Company (PG)	0.2	$20M	+4%	139k	144.44	View chart
Home Depot (HD)	0.2	$20M	+2%	60k	328.89	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$20M	-3%	387k	50.37	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$19M	NEW	590k	32.72	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$19M	+5%	419k	45.65	View chart
McDonald's Corporation (MCD)	0.2	$19M		61k	310.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$19M	+3%	123k	155.11	View chart
TJX Companies (TJX)	0.2	$19M	-8%	119k	159.70	View chart
Analog Devices (ADI)	0.2	$19M		59k	318.14	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$19M	-10%	186k	100.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$18M	-26%	209k	87.84	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$18M	+72%	393k	46.40	View chart
Bank of America Corporation (BAC)	0.2	$18M	-6%	374k	48.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$18M	-6%	258k	70.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$18M	+2422%	196k	92.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$18M	-26%	42k	426.40	View chart
Parker-Hannifin Corporation (PH)	0.2	$18M	-6%	20k	895.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$18M	+93%	186k	95.44	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$18M	+6%	324k	54.80	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$17M	+5%	183k	94.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$17M	+54%	368k	47.08	View chart
ConocoPhillips (COP)	0.2	$17M	+6%	129k	132.00	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$17M	+13%	13k	1320.85	View chart
Amgen (AMGN)	0.2	$17M	-9%	48k	351.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$17M	-2%	64k	261.92	View chart
Walt Disney Company (DIS)	0.2	$17M	+7%	173k	96.38	View chart
UnitedHealth (UNH)	0.2	$17M	+4%	61k	270.59	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$16M	+7%	214k	76.54	View chart
Pepsi (PEP)	0.2	$16M	+5%	105k	155.29	View chart
International Business Machines (IBM)	0.2	$16M	-9%	66k	242.39	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$16M	-6%	364k	44.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$16M	-7%	549k	29.13	View chart
Charles Schwab Corporation (SCHW)	0.2	$16M	-4%	170k	93.98	View chart
Goldman Sachs (GS)	0.2	$16M	-7%	19k	845.99	View chart
Verizon Communications (VZ)	0.2	$16M	+2%	313k	50.20	View chart
Unified Ser Tr Oneascent Core P (OACP)	0.2	$16M	+9%	691k	22.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$16M	+11%	194k	80.61	View chart
Linde SHS (LIN)	0.2	$16M	+15%	31k	495.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$15M	+2%	22k	697.72	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$15M	-20%	128k	118.62	View chart
Ge Vernova (GEV)	0.2	$15M	+35%	17k	872.88	View chart
Boeing Company (BA)	0.2	$15M		76k	199.03	View chart
Raytheon Technologies Corp (RTX)	0.2	$15M	+2%	77k	192.90	View chart
Vodafone Group Sponsored Adr (VOD)	0.2	$15M	+12%	993k	15.02	View chart
FedEx Corporation (FDX)	0.2	$15M	-16%	42k	356.18	View chart
Eaton Corp SHS (ETN)	0.2	$15M	-14%	41k	357.67	View chart
Prologis (PLD)	0.2	$15M	-6%	111k	132.18	View chart
American Express Company (AXP)	0.2	$15M		49k	302.48	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$15M	-15%	143k	101.74	View chart
Nextera Energy (NEE)	0.2	$14M	-10%	155k	92.88	View chart
Chubb (CB)	0.2	$14M	+3%	44k	325.93	View chart
At&t (T)	0.2	$14M	+2%	487k	28.99	View chart
Thermo Fisher Scientific (TMO)	0.2	$14M	-12%	29k	491.53	View chart
Blackrock (BLK)	0.2	$14M	-5%	15k	961.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$14M	+28%	76k	181.42	View chart
Applied Materials (AMAT)	0.2	$14M	-16%	41k	341.79	View chart
Lam Research Corp Com New (LRCX)	0.2	$14M	+20%	65k	213.66	View chart
Intuitive Surgical Com New (ISRG)	0.2	$14M	-17%	30k	460.99	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$14M	+86%	521k	26.20	View chart
PNC Financial Services (PNC)	0.2	$14M		65k	208.09	View chart
Arrow Electronics (ARW)	0.1	$13M	+16%	93k	143.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$13M	+4%	216k	61.26	View chart
Amphenol Corp Cl A (APH)	0.1	$13M	-10%	103k	126.35	View chart
Bank of New York Mellon Corporation (BK)	0.1	$13M	+4%	109k	118.63	View chart
Astrazeneca Ord (AZN)	0.1	$13M	NEW	65k	197.22	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$13M	+101%	147k	86.36	View chart
Trane Technologies SHS (TT)	0.1	$13M	-11%	30k	416.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$13M	+3%	164k	77.18	View chart
Texas Instruments Incorporated (TXN)	0.1	$13M	+14%	65k	194.14	View chart
Lennar Corp Cl A (LEN)	0.1	$13M	+33%	145k	86.84	View chart
Cme (CME)	0.1	$12M	+9%	42k	295.35	View chart
General Dynamics Corporation (GD)	0.1	$12M	-5%	36k	343.22	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$12M	-3%	27k	446.54	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$12M	+259%	30k	407.69	View chart
Costco Wholesale Corporation (COST)	0.1	$12M	-18%	12k	996.42	View chart
Morgan Stanley Com New (MS)	0.1	$12M	+3%	74k	164.57	View chart
McKesson Corporation (MCK)	0.1	$12M	+12%	14k	865.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$12M	-29%	119k	102.25	View chart
Medtronic SHS (MDT)	0.1	$12M	+10%	140k	86.65	View chart
Union Pacific Corporation (UNP)	0.1	$12M	+5%	50k	242.62	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-8%	134k	89.59	View chart
Gilead Sciences (GILD)	0.1	$12M	-2%	86k	139.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$12M	-7%	242k	49.37	View chart
Monster Beverage Corp (MNST)	0.1	$12M	-4%	164k	72.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$12M	-7%	174k	68.28	View chart
Caterpillar (CAT)	0.1	$12M		17k	708.44	View chart
Marsh & McLennan Companies (MRSH)	0.1	$12M	-6%	68k	173.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$12M	-2%	153k	77.11	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$12M	+121%	122k	95.82	View chart
Honeywell International (HON)	0.1	$12M	+3%	52k	226.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$12M	+43%	30k	383.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$12M	-42%	131k	88.16	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$11M		264k	43.45	View chart
Qualcomm (QCOM)	0.1	$11M	-12%	89k	128.78	View chart
Thor Industries (THO)	0.1	$11M	+23%	142k	79.89	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$11M	+7%	247k	45.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$11M	+3%	239k	46.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$11M	+14%	220k	50.04	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$11M	-8%	81k	135.72	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$11M	+6%	116k	94.24	View chart
General Motors Company (GM)	0.1	$11M	-2%	143k	74.50	View chart
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)	0.1	$11M	+25%	609k	17.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$11M		100k	106.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$11M	-7%	142k	75.10	View chart
Abbott Laboratories (ABT)	0.1	$11M	-28%	103k	102.67	View chart
Kla Corp Com New (KLAC)	0.1	$11M	-2%	7.1k	1472.51	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$10M	+69%	214k	48.86	View chart
Palantir Technologies Cl A (PLTR)	0.1	$10M	-4%	71k	146.28	View chart
Unified Ser Tr Oneascent Large (OALC)	0.1	$10M	+16%	303k	34.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$10M	+15%	263k	39.42	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$10M		193k	53.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$10M	+277%	206k	49.95	View chart
salesforce (CRM)	0.1	$10M	-17%	55k	186.67	View chart
Lowe's Companies (LOW)	0.1	$10M	-2%	43k	236.28	View chart
Comcast Corp Cl A (CMCSA)	0.1	$10M	+30%	353k	28.71	View chart
Wec Energy Group (WEC)	0.1	$10M	+16%	88k	115.77	View chart
Deere & Company (DE)	0.1	$10M	+5%	18k	563.31	View chart
Magna Intl Inc cl a (MGA)	0.1	$10M	-12%	181k	55.81	View chart
Welltower Inc Com reit (WELL)	0.1	$10M	-4%	51k	197.71	View chart
Southern Company (SO)	0.1	$10M	+10%	104k	96.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$10M	-14%	116k	86.69	View chart
Us Bancorp Com New (USB)	0.1	$9.9M		191k	52.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$9.9M	-51%	45k	218.75	View chart
AmerisourceBergen (COR)	0.1	$9.9M	-28%	32k	314.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$9.9M	-3%	146k	67.53	View chart
Micron Technology (MU)	0.1	$9.8M	+20%	29k	337.84	View chart
Pfizer (PFE)	0.1	$9.8M	-2%	348k	28.08	View chart
Totalenergies Se Act (TTE)	0.1	$9.7M	+4%	107k	90.98	View chart
Novartis Sponsored Adr (NVS)	0.1	$9.5M	+7%	63k	152.75	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$9.5M		138k	68.78	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$9.5M		241k	39.43	View chart
Servicenow (NOW)	0.1	$9.4M	-16%	90k	104.55	View chart
Automatic Data Processing (ADP)	0.1	$9.4M	-21%	46k	203.18	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$9.3M	-25%	179k	51.93	View chart
Ge Aerospace Com New (GE)	0.1	$9.3M	+4%	33k	283.77	View chart
Motorola Solutions Com New (MSI)	0.1	$9.2M	+77%	21k	433.98	View chart
American Electric Power Company (AEP)	0.1	$9.2M	-13%	70k	131.08	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$9.2M	-6%	83k	110.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$9.1M	+27%	91k	100.66	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.1M	-12%	13k	682.23	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$9.1M	+17%	229k	39.48	View chart
Autodesk (ADSK)	0.1	$9.0M	-2%	38k	239.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$9.0M	-10%	72k	124.31	View chart
Capital One Financial (COF)	0.1	$8.9M		49k	182.43	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$8.9M		12k	772.62	View chart
Uber Technologies (UBER)	0.1	$8.8M	-16%	123k	71.93	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$8.8M	+26%	174k	50.61	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$8.8M	-7%	146k	60.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$8.8M		60k	146.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$8.8M	-3%	101k	86.64	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$8.6M	-6%	158k	54.55	View chart
Clean Harbors (CLH)	0.1	$8.6M		30k	286.73	View chart
Altria (MO)	0.1	$8.6M	+2%	130k	65.99	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$8.5M	NEW	907k	9.32	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$8.4M	+4%	333k	25.33	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$8.4M	-17%	42k	198.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$8.4M	+348%	164k	50.95	View chart
Entergy Corporation (ETR)	0.1	$8.4M		74k	112.36	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$8.2M	+30%	76k	108.98	View chart
Te Connectivity Ord Shs (TEL)	0.1	$8.2M	+5%	39k	209.02	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$8.2M	+3%	338k	24.24	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$8.2M	+32%	140k	58.47	View chart
Danaher Corporation (DHR)	0.1	$8.1M		43k	189.60	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$8.1M	+3%	335k	24.24	View chart
Corning Incorporated (GLW)	0.1	$8.1M	-24%	59k	135.97	View chart
Valero Energy Corporation (VLO)	0.1	$8.1M	+35%	33k	247.08	View chart
Williams Companies (WMB)	0.1	$8.0M	-14%	111k	72.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$8.0M	+2%	150k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$8.0M	NEW	143k	55.85	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$7.9M	+3%	196k	40.54	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$7.9M	+5%	321k	24.70	View chart
Booking Holdings (BKNG)	0.1	$7.9M		1.9k	4209.39	View chart
Air Products & Chemicals (APD)	0.1	$7.8M		27k	290.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$7.8M	NEW	154k	50.41	View chart

Past Filings by Atria Investments

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

Atria Investments 2026 Q1 filed May 5, 2026
Atria Investments 2025 Q4 filed Feb. 5, 2026
Atria Investments 2025 Q3 filed Nov. 6, 2025
Atria Investments 2025 Q2 filed Aug. 4, 2025
Atria Investments 2025 Q1 filed May 6, 2025
Atria Investments 2024 Q4 filed Feb. 6, 2025
Atria Investments 2024 Q3 filed Nov. 1, 2024
Atria Investments 2024 Q2 filed Aug. 13, 2024
Atria Investments 2024 Q1 filed May 21, 2024
Atria Investments 2023 Q4 filed Feb. 14, 2024
Atria Investments 2023 Q3 filed Nov. 7, 2023
Atria Investments 2023 Q2 filed Aug. 4, 2023
Atria Investments 2023 Q1 filed May 10, 2023
Atria Investments 2022 Q4 filed Jan. 31, 2023
Atria Investments 2022 Q3 filed Nov. 1, 2022
Atria Investments 2022 Q2 filed Aug. 11, 2022

View all past filings

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