Atria Investments

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

  • Top 5 stock holdings are LQD, TLT, EMB, QQQ, SPY, and represent 13.23% of Atria Investments's stock portfolio.
  • Added to shares of these 10 stocks: LQD (+$105M), TLT (+$88M), EMB (+$71M), QQQ (+$67M), MSFT (+$54M), IVV (+$46M), SHY (+$35M), VUG (+$31M), JNK (+$30M), IEF (+$27M).
  • Started 245 new stock positions in LLY, NEM, DVY, LQD, CVX, ITOT, AGG, NKE, PGR, IHI.
  • Reduced shares in these 10 stocks: BIL (-$38M), SPY (-$38M), IEMG (-$11M), PSQ (-$9.3M), GSY (-$9.1M), QUAL (-$8.7M), VGIT (-$7.9M), GLD (-$6.0M), ABT, NEAR.
  • Sold out of its positions in ABB, AFL, AES, AMN, ANGI, ASX, FAX, HOLD, A, AIMT.
  • Atria Investments was a net buyer of stock by $1.4B.
  • Atria Investments has $2.9B in assets under management (AUM), growing by 124.42%.

Portfolio Holdings for Atria Investments

Companies in the Atria Investments portfolio as of the June 2020 quarterly 13F filing

Atria Investments has 511 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.6 $105M NEW 781k 134.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.0 $88M NEW 537k 163.93
Ishares Tr Jpmorgan Usd Emg (EMB) 2.4 $71M NEW 653k 109.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $67M NEW 270k 247.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $55M -40% 178k 308.36
Microsoft Corporation (MSFT) 1.9 $54M NEW 267k 203.51
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.7 $49M +84% 889k 54.79
Ishares Tr Core S&p500 Etf (IVV) 1.6 $46M NEW 148k 309.69
Apple (AAPL) 1.5 $43M +15% 117k 364.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $36M -18% 509k 70.57
Spdr Ser Tr Bloomberg Brclys (JNK) 1.2 $35M +590% 350k 101.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $35M NEW 406k 86.61
Amazon (AMZN) 1.1 $32M +7% 12k 2758.85
Vanguard Index Fds Growth Etf (VUG) 1.1 $31M NEW 153k 202.09
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.0 $30M +52% 525k 57.73
Ishares Tr Barclays 7 10 Yr (IEF) 0.9 $27M NEW 225k 121.87
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $27M NEW 232k 117.18
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.9 $26M NEW 665k 38.79
Vanguard Index Fds Value Etf (VTV) 0.8 $24M NEW 244k 99.59
Visa Com Cl A (V) 0.8 $24M +4% 125k 193.17
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.8 $24M +24% 441k 54.37
Ishares Tr Core Msci Eafe (IEFA) 0.8 $24M -9% 417k 57.16
Facebook Cl A (FB) 0.7 $21M +8% 94k 227.07
Northern Lts Fd Tr Iv Inspire Corp (IBD) 0.7 $20M +12% 772k 26.31
Ishares Tr Esg Msci Usa Etf (ESGU) 0.7 $19M +96% 274k 69.99
Ishares Tr Russell 2000 Etf (IWM) 0.7 $19M NEW 134k 143.18
Cisco Systems (CSCO) 0.6 $18M +18% 394k 46.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $18M NEW 117k 156.53
Select Sector Spdr Tr Technology (XLK) 0.6 $18M +53% 175k 104.49
Alphabet Cap Stk Cl A (GOOGL) 0.6 $17M 12k 1417.96
Mastercard Incorporated Cl A (MA) 0.5 $16M +3% 53k 295.69
Johnson & Johnson (JNJ) 0.5 $16M NEW 110k 140.63
UnitedHealth (UNH) 0.5 $15M +6% 52k 294.94
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $15M -8% 544k 27.99
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $15M NEW 448k 33.22
First Tr Exchange-traded Dorsey Wright (FVC) 0.5 $15M +981% 592k 24.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $15M NEW 164k 88.34
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $14M NEW 170k 83.11
Alphabet Cap Stk Cl C (GOOG) 0.5 $14M +2% 9.8k 1413.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $14M NEW 167k 83.12
NVIDIA Corporation (NVDA) 0.5 $14M +56% 36k 379.90
Lowe's Companies (LOW) 0.5 $14M NEW 100k 135.12
JPMorgan Chase & Co. (JPM) 0.5 $13M +7% 142k 94.06
Dollar General (DG) 0.5 $13M NEW 69k 190.51
Ishares Tr Msci Min Vol Etf (USMV) 0.5 $13M +22% 217k 60.63
Merck & Co (MRK) 0.4 $13M +15% 166k 77.33
Ishares Core Msci Emkt (IEMG) 0.4 $12M -47% 254k 47.60
Home Depot (HD) 0.4 $12M NEW 48k 250.50
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.4 $12M NEW 697k 17.14
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.4 $11M -13% 376k 30.46
Comcast Corp Cl A (CMCSA) 0.4 $11M +9% 292k 38.98
Ishares Tr Min Vol Eafe Etf (EFAV) 0.4 $11M +90% 172k 66.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $11M NEW 40k 283.42
Ishares Tr Yld Optim Bd (BYLD) 0.4 $11M +86% 442k 25.62
Verizon Communications (VZ) 0.4 $11M -21% 205k 55.13
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $11M -77% 122k 91.53
Texas Instruments Incorporated (TXN) 0.4 $11M NEW 88k 126.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $11M +24% 111k 100.07
Ishares Tr Sh Tr Crport Etf (IGSB) 0.4 $11M NEW 200k 54.71
Regeneron Pharmaceuticals (REGN) 0.4 $11M +68% 17k 623.61
Chevron Corporation (CVX) 0.4 $11M NEW 120k 89.23
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $11M NEW 417k 25.71
Eli Lilly & Co. (LLY) 0.4 $11M NEW 65k 164.18
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $11M NEW 128k 81.62
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $10M +591% 200k 51.68
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $10M +3% 48k 215.70
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $9.9M NEW 165k 60.02
Thermo Fisher Scientific (TMO) 0.3 $9.9M NEW 27k 362.34
Disney Walt Com Disney (DIS) 0.3 $9.7M NEW 87k 111.51
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.3 $9.7M -2% 316k 30.82
At&t (T) 0.3 $9.7M +6% 322k 30.23
Accenture Plc Ireland Shs Class A (ACN) 0.3 $9.5M +2% 44k 214.72
Adobe Systems Incorporated (ADBE) 0.3 $9.5M -4% 22k 435.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $9.4M NEW 238k 39.61
Medtronic SHS (MDT) 0.3 $9.3M 101k 91.70
salesforce (CRM) 0.3 $9.2M +100% 49k 187.32
Autodesk (ADSK) 0.3 $9.1M 38k 239.20
Intel Corporation (INTC) 0.3 $9.0M NEW 151k 59.83
Old Dominion Freight Line (ODFL) 0.3 $9.0M NEW 53k 169.59
Ishares Esg Msci Em Etf (ESGE) 0.3 $8.9M +57% 276k 32.08
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $8.6M +2% 67k 127.71
Lockheed Martin Corporation (LMT) 0.3 $8.6M NEW 24k 364.92
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $8.5M NEW 64k 133.66
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $8.4M NEW 123k 68.29
Pepsi (PEP) 0.3 $8.4M NEW 63k 132.25
Shopify Cl A (SHOP) 0.3 $8.3M +209% 8.7k 949.22
Broadcom (AVGO) 0.3 $8.2M 26k 315.60
Procter & Gamble Company (PG) 0.3 $8.0M NEW 67k 119.57
Crown Castle Intl (CCI) 0.3 $8.0M +3% 48k 167.34
Paypal Holdings (PYPL) 0.3 $7.8M -4% 45k 174.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.7M +11% 43k 178.51
Costco Wholesale Corporation (COST) 0.3 $7.7M +33% 25k 303.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $7.7M NEW 98k 78.78
Oracle Corporation (ORCL) 0.3 $7.6M -37% 138k 55.27
Spdr Gold Tr Gold Shs (GLD) 0.3 $7.4M -44% 44k 167.37
Zoetis Cl A (ZTS) 0.2 $7.2M +11% 53k 137.03
Amgen (AMGN) 0.2 $7.2M -14% 31k 235.85
Gilead Sciences (GILD) 0.2 $7.1M NEW 92k 76.94
BlackRock (BLK) 0.2 $7.1M -3% 13k 544.06
Pfizer (PFE) 0.2 $7.0M NEW 215k 32.70
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $7.0M NEW 63k 111.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $7.0M NEW 75k 93.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $7.0M NEW 69k 101.54
Abbvie (ABBV) 0.2 $6.9M +7% 70k 98.19
United Parcel Service CL B (UPS) 0.2 $6.9M NEW 62k 111.18
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $6.8M NEW 70k 97.66
Ishares Tr Edge Msci Usa Vl (VLUE) 0.2 $6.7M NEW 93k 72.28
American Tower Reit (AMT) 0.2 $6.7M 26k 258.55
Select Sector Spdr Tr Communication (XLC) 0.2 $6.6M +26% 122k 54.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $6.5M +208% 23k 290.29
Tal Education Group Sponsored Ads (TAL) 0.2 $6.5M NEW 95k 68.38
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.2 $6.5M +101% 220k 29.38
Abbott Laboratories (ABT) 0.2 $6.3M -43% 69k 91.42
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $6.3M NEW 24k 264.79
Wal-Mart Stores (WMT) 0.2 $6.3M NEW 53k 119.78
Target Corporation (TGT) 0.2 $6.3M NEW 52k 119.92
Starbucks Corporation (SBUX) 0.2 $6.2M NEW 84k 73.59
Ringcentral Cl A (RNG) 0.2 $6.1M +326% 21k 285.02
Tesla Motors (TSLA) 0.2 $6.1M +1230% 5.7k 1079.77
Kroger (KR) 0.2 $5.9M NEW 176k 33.85
Novartis Sponsored Adr (NVS) 0.2 $5.9M +14% 68k 87.35
Ishares Tr Global Tech Etf (IXN) 0.2 $5.9M NEW 25k 235.55
Ishares Tr Short Treas Bd (SHV) 0.2 $5.9M NEW 53k 110.75
Zto Express Cayman Sponsored Ads A (ZTO) 0.2 $5.8M +1126% 159k 36.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $5.8M NEW 118k 49.17
Dex (DXCM) 0.2 $5.8M NEW 14k 405.42
Ishares Tr Tips Bd Etf (TIP) 0.2 $5.8M NEW 47k 123.00
Activision Blizzard (ATVI) 0.2 $5.7M +1009% 75k 75.90
CVS Caremark Corporation (CVS) 0.2 $5.7M NEW 87k 64.97
Jd.com Spon Adr Cl A (JD) 0.2 $5.7M +1493% 94k 60.18
Qualcomm (QCOM) 0.2 $5.6M NEW 62k 91.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.6M -34% 96k 58.64
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $5.6M 242k 23.14
Seattle Genetics (SGEN) 0.2 $5.6M NEW 33k 169.91
Raytheon Technologies Corp (RTX) 0.2 $5.5M NEW 90k 61.62
Veeva Sys Cl A Com (VEEV) 0.2 $5.5M NEW 24k 234.43
Clorox Company (CLX) 0.2 $5.5M NEW 25k 219.36
Coca-Cola Company (KO) 0.2 $5.5M NEW 123k 44.68
Bristol Myers Squibb (BMY) 0.2 $5.4M NEW 93k 58.80
FactSet Research Systems (FDS) 0.2 $5.4M NEW 17k 328.49
Advanced Micro Devices (AMD) 0.2 $5.3M +558% 101k 52.61
Nextera Energy (NEE) 0.2 $5.3M -3% 22k 240.15
General Mills (GIS) 0.2 $5.2M NEW 85k 61.64
Air Products & Chemicals (APD) 0.2 $5.1M -40% 21k 241.48
Philip Morris International (PM) 0.2 $4.9M NEW 70k 70.06
Fortinet (FTNT) 0.2 $4.8M NEW 35k 137.26
Okta Cl A (OKTA) 0.2 $4.8M NEW 24k 200.23
Citigroup Com New (C) 0.2 $4.8M NEW 94k 51.10
Bank of America Corporation (BAC) 0.2 $4.7M 200k 23.75
Dominion Resources (D) 0.2 $4.7M +12% 58k 81.18
Prologis (PLD) 0.2 $4.7M 50k 93.34
Automatic Data Processing (ADP) 0.2 $4.7M +7% 31k 148.90
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $4.7M +79% 92k 50.73
Nike CL B (NKE) 0.2 $4.6M NEW 47k 98.05
Monster Beverage Corp (MNST) 0.2 $4.6M +7% 66k 69.32
McDonald's Corporation (MCD) 0.2 $4.6M NEW 25k 184.48
Paycom Software (PAYC) 0.2 $4.5M 15k 309.71
Asml Holding N V N Y Registry Shs (ASML) 0.2 $4.5M +7% 12k 367.99
Ishares Gold Trust Ishares (IAU) 0.2 $4.5M NEW 263k 16.99
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $4.5M +39% 104k 42.89
Roper Industries (ROP) 0.2 $4.4M NEW 11k 388.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.4M +35% 17k 257.86
Equinix (EQIX) 0.2 $4.4M 6.3k 702.28
International Business Machines (IBM) 0.2 $4.4M NEW 36k 120.77
Honeywell International (HON) 0.1 $4.4M NEW 30k 144.59
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $4.3M -28% 95k 44.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $4.2M NEW 82k 51.63
Danaher Corporation (DHR) 0.1 $4.2M NEW 24k 176.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $4.2M NEW 141k 29.75
Ishares Tr Eafe Value Etf (EFV) 0.1 $4.2M NEW 104k 39.97
Boeing Company (BA) 0.1 $4.2M +471% 23k 183.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $4.1M NEW 28k 145.72
Ansys (ANSS) 0.1 $4.1M -30% 14k 291.74
Union Pacific Corporation (UNP) 0.1 $4.0M NEW 24k 169.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $4.0M NEW 71k 56.77
S&p Global (SPGI) 0.1 $4.0M +8% 12k 329.49
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $4.0M +8% 77k 52.23
Diageo P L C Spon Adr New (DEO) 0.1 $4.0M 30k 134.38
Fastenal Company (FAST) 0.1 $4.0M NEW 93k 42.84
Allstate Corporation (ALL) 0.1 $3.9M +94% 40k 96.98
Ishares Tr MRGSTR MD CP GRW (JKH) 0.1 $3.8M NEW 13k 293.17
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.1 $3.8M -54% 77k 50.01
Northrop Grumman Corporation (NOC) 0.1 $3.8M NEW 12k 307.46
Sherwin-Williams Company (SHW) 0.1 $3.8M NEW 6.6k 577.86
Chubb (CB) 0.1 $3.8M -5% 30k 126.60
Deere & Company (DE) 0.1 $3.7M NEW 24k 157.14
General Dynamics Corporation (GD) 0.1 $3.7M NEW 25k 149.47
Booking Holdings (BKNG) 0.1 $3.7M +8% 2.3k 1592.26
Intuit (INTU) 0.1 $3.7M NEW 13k 296.15
Ishares Tr Usa Momentum Fct (MTUM) 0.1 $3.6M -10% 28k 130.99
Marsh & McLennan Companies (MMC) 0.1 $3.6M NEW 34k 107.36
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.6M +625% 13k 278.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.5M NEW 146k 24.35
Mondelez Intl Cl A (MDLZ) 0.1 $3.5M NEW 69k 51.13
Ishares Tr Mbs Etf (MBB) 0.1 $3.5M NEW 32k 110.71
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.5M NEW 30k 118.20
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.1 $3.5M NEW 15k 234.48
Novo-nordisk A S Adr (NVO) 0.1 $3.5M NEW 53k 65.47
Nxp Semiconductors N V (NXPI) 0.1 $3.5M -4% 30k 114.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $3.5M NEW 32k 106.91
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $3.4M NEW 29k 119.41
Progressive Corporation (PGR) 0.1 $3.4M NEW 43k 80.11
Vodafone Group Sponsored Adr (VOD) 0.1 $3.4M +26% 212k 15.94
PNC Financial Services (PNC) 0.1 $3.4M NEW 32k 105.22
MetLife (MET) 0.1 $3.4M -3% 92k 36.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.3M -19% 54k 62.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $3.3M NEW 63k 52.62
MarketAxess Holdings (MKTX) 0.1 $3.3M +15% 6.6k 500.84
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $3.3M +7% 48k 68.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.3M -45% 65k 50.59
Expeditors International of Washington (EXPD) 0.1 $3.3M NEW 43k 76.03
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $3.3M -58% 106k 30.86
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $3.2M +8% 119k 27.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.2M NEW 18k 177.83
Lam Research Corporation (LRCX) 0.1 $3.2M NEW 10.0k 323.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.2M -35% 32k 101.75
Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.2M NEW 53k 60.87
Sap Se Spon Adr (SAP) 0.1 $3.2M NEW 23k 140.01
Colgate-Palmolive Company (CL) 0.1 $3.2M NEW 43k 73.25
AmerisourceBergen (ABC) 0.1 $3.2M NEW 31k 100.77
Netflix (NFLX) 0.1 $3.2M +42% 6.9k 455.02
Altria (MO) 0.1 $3.1M +2% 80k 39.25
Electronic Arts (EA) 0.1 $3.1M NEW 24k 132.06
Blackline (BL) 0.1 $3.1M +7% 38k 82.90
Illumina (ILMN) 0.1 $3.1M NEW 8.4k 370.29
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $3.1M -22% 31k 101.70
ConocoPhillips (COP) 0.1 $3.1M +12% 74k 42.02
Southern Company (SO) 0.1 $3.1M NEW 60k 51.86
Wells Fargo & Company (WFC) 0.1 $3.1M NEW 120k 25.60
Duke Energy Corp Com New (DUK) 0.1 $3.1M -51% 38k 79.89
Charles Schwab Corporation (SCHW) 0.1 $3.1M NEW 91k 33.74
Kimberly-Clark Corporation (KMB) 0.1 $3.0M NEW 22k 141.36
Vanguard World Fds Health Car Etf (VHT) 0.1 $3.0M +382% 16k 192.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.0M NEW 56k 54.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.0M NEW 18k 163.90
Exxon Mobil Corporation (XOM) 0.1 $3.0M +48% 67k 44.72
Johnson Ctls Intl SHS (JCI) 0.1 $3.0M -3% 87k 34.14
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $3.0M NEW 27k 108.23
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $2.9M +277% 49k 59.99
Caterpillar (CAT) 0.1 $2.9M NEW 23k 126.51
Fiserv (FISV) 0.1 $2.9M NEW 30k 97.61
Iqvia Holdings (IQV) 0.1 $2.9M +15% 20k 141.86
Norfolk Southern (NSC) 0.1 $2.9M NEW 16k 175.54
American Express Company (AXP) 0.1 $2.9M +11% 30k 95.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.8M NEW 14k 207.49
Autohome Sp Adr Rp Cl A (ATHM) 0.1 $2.8M 38k 75.50
Bill Com Holdings Ord (BILL) 0.1 $2.8M NEW 32k 90.20
Docusign (DOCU) 0.1 $2.8M NEW 16k 172.21
Fidelity National Information Services (FIS) 0.1 $2.8M +30% 21k 134.08
Heico Corp Cl A (HEI.A) 0.1 $2.8M NEW 34k 81.24

Past Filings by Atria Investments

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

View all past filings