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 825 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Atria Investments has 825 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) 2.6 $145M +6% 325k 445.71
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Microsoft Corporation (MSFT) 2.5 $140M 410k 340.45
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Unified Ser Tr Oneascent Core P (OACP) 1.8 $102M +3% 4.5M 22.60
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $99M -10% 1.3M 75.57
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Unified Ser Tr Oneascent Intl (OAIM) 1.7 $96M +11% 3.1M 30.74
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Apple (AAPL) 1.7 $95M +5% 492k 193.94
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Amazon (AMZN) 1.3 $74M +10% 566k 130.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $74M +3% 166k 443.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $56M +9% 152k 369.42
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $52M 1.1M 46.18
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NVIDIA Corporation (NVDA) 0.9 $48M -7% 114k 423.02
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Ishares Tr Core Total Usd (IUSB) 0.8 $46M +2% 1.0M 45.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $45M +19% 110k 407.28
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Ishares Tr Short Treas Bd (SHV) 0.8 $44M 394k 110.45
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Visa Com Cl A (V) 0.7 $41M +4% 174k 237.40
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Vanguard Index Fds Value Etf (VTV) 0.7 $41M -15% 285k 142.10
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $40M +14% 297k 134.87
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Vanguard Index Fds Growth Etf (VUG) 0.7 $40M -24% 141k 282.96
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UnitedHealth (UNH) 0.7 $39M 80k 480.55
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $37M +1419% 638k 58.66
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $37M -2% 309k 119.88
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JPMorgan Chase & Co. (JPM) 0.7 $36M +8% 249k 145.44
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Meta Platforms Cl A (META) 0.6 $36M 124k 286.98
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Johnson & Johnson (JNJ) 0.6 $34M +3% 207k 165.52
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $34M -21% 99k 343.85
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Ishares Tr Eafe Grwth Etf (EFG) 0.6 $32M +5% 338k 95.41
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $32M +23% 688k 45.99
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $32M -3% 343k 91.82
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Alphabet Cap Stk Cl C (GOOG) 0.6 $31M +4% 256k 121.21
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Ishares Core Msci Emkt (IEMG) 0.6 $31M +9% 620k 49.29
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Unified Ser Tr Oneascent Large (OALC) 0.6 $31M 1.3M 22.96
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Mastercard Incorporated Cl A (MA) 0.5 $30M +3% 76k 393.26
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $30M +3% 497k 59.41
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Chevron Corporation (CVX) 0.5 $29M 186k 157.34
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $29M +434% 1.4M 21.04
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Broadcom (AVGO) 0.5 $28M -9% 32k 867.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $28M +3% 81k 340.96
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Merck & Co (MRK) 0.5 $27M +2% 237k 115.38
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $26M +25% 249k 102.94
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Adobe Systems Incorporated (ADBE) 0.5 $25M +7% 52k 488.89
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Netflix (NFLX) 0.5 $25M +14% 57k 440.50
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $25M +30% 114k 220.28
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Procter & Gamble Company (PG) 0.4 $25M -2% 163k 151.73
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Unified Ser Tr Oneascent Emgrg (OAEM) 0.4 $25M 853k 28.81
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Ishares Tr Eafe Value Etf (EFV) 0.4 $24M 486k 48.94
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Ishares Tr Mbs Etf (MBB) 0.4 $23M +3% 244k 93.26
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $23M +2% 557k 40.68
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Cisco Systems (CSCO) 0.4 $22M 430k 51.73
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Tesla Motors (TSLA) 0.4 $21M +3% 79k 261.77
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Oracle Corporation (ORCL) 0.4 $21M -8% 173k 118.94
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salesforce (CRM) 0.4 $20M +8% 96k 211.26
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $20M -12% 299k 67.50
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Home Depot (HD) 0.4 $20M -6% 65k 310.43
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Abbvie (ABBV) 0.4 $20M -8% 148k 134.70
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Pepsi (PEP) 0.4 $20M 107k 185.20
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $20M +4% 64k 308.45
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $19M -10% 192k 97.46
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Lowe's Companies (LOW) 0.3 $18M -2% 82k 225.66
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Thermo Fisher Scientific (TMO) 0.3 $18M 35k 521.70
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Eli Lilly & Co. (LLY) 0.3 $18M -8% 39k 468.71
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Exxon Mobil Corporation (XOM) 0.3 $18M +8% 168k 107.22
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McDonald's Corporation (MCD) 0.3 $18M -5% 60k 298.38
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Wal-Mart Stores (WMT) 0.3 $18M +3% 114k 157.17
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $18M +6% 163k 108.87
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United Parcel Service CL B (UPS) 0.3 $18M -2% 99k 179.24
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Comcast Corp Cl A (CMCSA) 0.3 $18M 424k 41.55
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $17M +6% 347k 48.88
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Texas Instruments Incorporated (TXN) 0.3 $16M -13% 91k 180.01
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $16M 124k 132.73
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $16M +10% 217k 74.33
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $16M 677k 22.90
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Select Sector Spdr Tr Technology (XLK) 0.3 $15M -15% 88k 173.86
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $15M +5% 199k 75.66
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $15M +40% 298k 49.85
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Philip Morris International (PM) 0.3 $15M 151k 97.62
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Servicenow (NOW) 0.3 $15M +15% 26k 561.97
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Abbott Laboratories (ABT) 0.3 $15M +9% 134k 109.02
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Nike CL B (NKE) 0.3 $14M +5% 129k 110.47
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First Tr Exchange-traded Dorsey Wright (FVC) 0.3 $14M +7% 422k 33.61
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Coca-Cola Company (KO) 0.2 $14M -5% 230k 60.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $14M -6% 140k 97.95
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Costco Wholesale Corporation (COST) 0.2 $14M -2% 25k 538.22
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Intuitive Surgical Com New (ISRG) 0.2 $14M 40k 341.94
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Zoetis Cl A (ZTS) 0.2 $14M +3% 78k 172.21
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $13M +54% 258k 52.11
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $13M +10% 273k 48.88
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.2 $13M +20% 398k 32.81
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $13M -13% 272k 47.87
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Autodesk (ADSK) 0.2 $13M +2% 63k 204.61
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Verizon Communications (VZ) 0.2 $13M 347k 37.19
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Mondelez Intl Cl A (MDLZ) 0.2 $13M +4% 174k 72.92
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $13M +81% 168k 75.23
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $13M -40% 384k 32.54
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Starbucks Corporation (SBUX) 0.2 $12M -6% 125k 99.07
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S&p Global (SPGI) 0.2 $12M +3% 31k 400.89
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Air Products & Chemicals (APD) 0.2 $12M 41k 299.53
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FedEx Corporation (FDX) 0.2 $12M +10% 49k 247.90
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Ishares Tr Faln Angls Usd (FALN) 0.2 $12M +295% 478k 25.37
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Honeywell International (HON) 0.2 $12M -7% 58k 207.49
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Eaton Corp SHS (ETN) 0.2 $12M +3% 59k 201.10
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Intuit (INTU) 0.2 $12M +23% 26k 458.19
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Boeing Company (BA) 0.2 $12M -2% 55k 211.16
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $12M -61% 114k 100.63
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Novo-nordisk A S Adr (NVO) 0.2 $11M -8% 70k 161.83
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $11M -17% 154k 72.62
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Lennar Corp Cl A (LEN) 0.2 $11M -4% 89k 125.08
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Medtronic SHS (MDT) 0.2 $11M +5% 126k 88.14
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $11M -13% 56k 198.89
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Marsh & McLennan Companies (MMC) 0.2 $11M -2% 59k 188.08
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $11M +41% 221k 50.14
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.2 $11M +253% 454k 24.33
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $11M -2% 110k 100.92
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $11M -44% 175k 63.20
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $11M +5% 265k 41.45
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BlackRock (BLK) 0.2 $11M -2% 16k 691.14
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $11M +9% 97k 110.77
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Charles Schwab Corporation (SCHW) 0.2 $11M +45% 188k 56.68
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $11M -6% 147k 72.69
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Pfizer (PFE) 0.2 $11M 291k 36.68
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Prologis (PLD) 0.2 $11M +14% 86k 122.63
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Qualcomm (QCOM) 0.2 $11M +9% 88k 119.05
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ConocoPhillips (COP) 0.2 $11M -6% 101k 103.57
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Raytheon Technologies Corp (RTX) 0.2 $10M -2% 106k 97.95
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Monster Beverage Corp (MNST) 0.2 $10M -6% 179k 57.44
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Bristol Myers Squibb (BMY) 0.2 $10M +4% 160k 63.93
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Ishares Tr Blackrock Ultra (ICSH) 0.2 $10M 204k 50.30
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Caterpillar (CAT) 0.2 $10M 41k 246.03
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First Tr Value Line Divid In SHS (FVD) 0.2 $10M -3% 251k 40.09
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 0.2 $10M NEW 331k 30.12
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $9.9M +13% 225k 44.17
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Crown Castle Intl (CCI) 0.2 $9.9M -12% 87k 113.94
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Union Pacific Corporation (UNP) 0.2 $9.8M 48k 204.62
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $9.8M -6% 14k 724.73
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Automatic Data Processing (ADP) 0.2 $9.7M +6% 44k 219.60
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International Business Machines (IBM) 0.2 $9.7M 73k 133.81
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Lockheed Martin Corporation (LMT) 0.2 $9.5M +2% 21k 460.29
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $9.5M +43% 385k 24.70
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $9.5M +45% 169k 56.08
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AmerisourceBergen (ABC) 0.2 $9.4M 49k 192.37
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General Motors Company (GM) 0.2 $9.4M +25% 243k 38.56
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Citigroup Com New (C) 0.2 $9.4M +8% 203k 46.05
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Linde SHS (LIN) 0.2 $9.4M -4% 25k 381.08
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $9.2M -6% 312k 29.44
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TJX Companies (TJX) 0.2 $9.1M +16% 108k 84.76
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Nextera Energy (NEE) 0.2 $9.1M 123k 74.20
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $9.1M +4% 180k 50.67
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Bank of America Corporation (BAC) 0.2 $9.0M -18% 312k 28.71
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Paypal Holdings (PYPL) 0.2 $8.9M +18% 132k 66.94
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Danaher Corporation (DHR) 0.2 $8.8M +14% 37k 239.96
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Amgen (AMGN) 0.2 $8.8M +6% 40k 222.04
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Walt Disney Company (DIS) 0.2 $8.7M -11% 98k 89.38
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $8.7M +50% 116k 74.92
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $8.7M -48% 318k 27.19
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $8.6M +61% 202k 42.58
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Palo Alto Networks (PANW) 0.2 $8.5M -7% 33k 255.51
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $8.5M -29% 85k 100.07
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $8.4M -5% 86k 97.64
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Us Bancorp Del Com New (USB) 0.2 $8.3M +4% 252k 33.04
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $8.2M -33% 78k 106.07
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Sherwin-Williams Company (SHW) 0.1 $8.2M +10% 31k 265.52
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Southern Company (SO) 0.1 $8.1M -5% 116k 70.25
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Starboard Invt Tr Rh Hedged Multi (AMAX) 0.1 $8.1M 1.0M 7.75
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Anthem (ELV) 0.1 $8.1M -3% 18k 444.29
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $8.1M -17% 70k 115.26
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Progressive Corporation (PGR) 0.1 $8.0M -7% 60k 132.37
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Microchip Technology (MCHP) 0.1 $8.0M 89k 89.70
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Parker-Hannifin Corporation (PH) 0.1 $7.9M 20k 390.04
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $7.9M +5% 22k 351.91
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $7.8M -39% 75k 103.76
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Workday Cl A (WDAY) 0.1 $7.8M +37% 34k 225.89
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $7.7M 252k 30.69
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $7.7M +493% 103k 75.07
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $7.5M -6% 150k 50.22
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PNC Financial Services (PNC) 0.1 $7.5M 60k 125.95
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Northrop Grumman Corporation (NOC) 0.1 $7.4M -20% 16k 455.79
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $7.4M 100k 74.17
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General Dynamics Corporation (GD) 0.1 $7.4M +3% 34k 215.04
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Blackstone Group Inc Com Cl A (BX) 0.1 $7.4M 79k 92.97
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Ishares Tr Core Div Grwth (DGRO) 0.1 $7.4M +75% 143k 51.53
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $7.4M NEW 236k 31.20
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $7.4M +140% 39k 187.27
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At&t (T) 0.1 $7.3M +2% 460k 15.96
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $7.3M 67k 108.14
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Spdr Gold Tr Gold Shs (GLD) 0.1 $7.2M +26% 41k 178.27
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $7.2M 92k 78.26
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Wells Fargo & Company (WFC) 0.1 $7.2M -8% 169k 42.68
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Thor Industries (THO) 0.1 $7.2M +7% 69k 103.50
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Deere & Company (DE) 0.1 $7.1M -25% 18k 404.85
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Trane Technologies SHS (TT) 0.1 $7.1M 37k 191.26
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W.W. Grainger (GWW) 0.1 $7.0M 8.9k 788.56
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.9M +3% 127k 54.41
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $6.9M +19% 40k 169.81
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $6.8M +3% 46k 149.64
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Magna Intl Inc cl a (MGA) 0.1 $6.8M +20% 120k 56.44
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $6.8M -71% 70k 96.60
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American Express Company (AXP) 0.1 $6.8M 39k 174.16
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Analog Devices (ADI) 0.1 $6.8M -11% 35k 194.81
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $6.7M -3% 142k 47.42
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Fiserv (FI) 0.1 $6.7M 53k 126.15
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McKesson Corporation (MCK) 0.1 $6.6M +6% 16k 427.05
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Diageo Spon Adr New (DEO) 0.1 $6.6M -2% 38k 173.47
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Paychex (PAYX) 0.1 $6.6M 59k 111.87
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Cigna Corp (CI) 0.1 $6.5M -2% 23k 280.60
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Select Sector Spdr Tr Energy (XLE) 0.1 $6.5M -13% 80k 81.17
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Roper Industries (ROP) 0.1 $6.5M +2% 13k 480.79
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Morgan Stanley Com New (MS) 0.1 $6.4M 75k 85.40
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $6.4M +66% 116k 55.33
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $6.4M -7% 127k 50.17
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Booking Holdings (BKNG) 0.1 $6.3M +7% 2.4k 2698.45
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AutoZone (AZO) 0.1 $6.3M +3% 2.5k 2493.43
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $6.3M -13% 63k 99.65
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Fidelity National Information Services (FIS) 0.1 $6.1M +3% 112k 54.70
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Kla Corp Com New (KLAC) 0.1 $6.1M -11% 13k 485.03
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Dollar General (DG) 0.1 $6.1M -18% 36k 169.91
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $6.0M +10% 23k 261.48
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $6.0M +76% 193k 30.93
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Intel Corporation (INTC) 0.1 $5.8M +43% 175k 33.46
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Altria (MO) 0.1 $5.8M +4% 129k 45.30
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Lam Research Corporation (LRCX) 0.1 $5.8M -11% 9.1k 642.83
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Goldman Sachs (GS) 0.1 $5.8M -2% 18k 322.54
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Target Corporation (TGT) 0.1 $5.8M -26% 44k 131.93
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Ishares Tr Core Msci Total (IXUS) 0.1 $5.8M -24% 92k 62.62
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Ansys (ANSS) 0.1 $5.8M 17k 330.27
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FactSet Research Systems (FDS) 0.1 $5.7M 14k 400.66
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Intercontinental Exchange (ICE) 0.1 $5.7M 50k 113.08
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $5.7M NEW 137k 41.44
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Airbnb Com Cl A (ABNB) 0.1 $5.7M +33% 44k 128.16
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Gilead Sciences (GILD) 0.1 $5.6M -8% 73k 77.07
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB) 0.1 $5.6M +4% 181k 31.19
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $5.6M +52% 21k 275.18
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Williams Companies (WMB) 0.1 $5.6M +5% 172k 32.63
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American Tower Reit (AMT) 0.1 $5.6M +3% 29k 193.94
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Clean Harbors (CLH) 0.1 $5.6M 34k 164.43
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Liberty Global SHS CL C (LBTYK) 0.1 $5.6M +14% 314k 17.77
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Select Sector Spdr Tr Communication (XLC) 0.1 $5.6M -10% 86k 65.08
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Illumina (ILMN) 0.1 $5.6M +6% 30k 187.49
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CVS Caremark Corporation (CVS) 0.1 $5.5M -24% 80k 69.13
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Ishares Tr National Mun Etf (MUB) 0.1 $5.5M +20% 51k 106.73
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Gartner (IT) 0.1 $5.4M +8% 16k 348.99
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Dominion Resources (D) 0.1 $5.4M +7% 105k 51.79
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Regeneron Pharmaceuticals (REGN) 0.1 $5.4M -4% 7.6k 717.51
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $5.4M -24% 83k 65.44
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Applied Materials (AMAT) 0.1 $5.4M -4% 37k 144.47
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $5.4M +3% 194k 27.77
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Ecolab (ECL) 0.1 $5.4M +12% 29k 186.69
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $5.4M -55% 66k 81.08
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Vodafone Group Sponsored Adr (VOD) 0.1 $5.4M +15% 566k 9.45
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O'reilly Automotive (ORLY) 0.1 $5.3M 5.6k 949.34
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $5.3M -74% 108k 49.41
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Sony Group Corporation Sponsored Adr (SONY) 0.1 $5.3M +2% 59k 90.04
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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