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Atria Investments

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

Top 5 stock holdings are IVV, NVDA, MSFT, AAPL, VOO, and represent 10.92% of Atria Investments's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$45M), Exxon Mobil Corp (+$36M), ACWX (+$30M), AAPL (+$25M), NVDA (+$24M), CORO (+$21M), MINT (+$19M), QQQM (+$16M), GOOGL (+$15M), AMZN (+$14M).
Started 174 new stock positions in ELM, Spdr Series Trust, SYRE, DFUS, First Tr Exchange-traded, PDBA, Dfa Invt Dimensions Group In, MAXJ, Alphabet C 6.250 15-May-2029 PEPS B, IWY.
Reduced shares in these 10 stocks: DIA (-$50M), VOO (-$50M), SPY (-$50M), EFA (-$38M), FSMD (-$34M), , GLD (-$27M), MTUM (-$26M), EEM (-$25M), SPSB (-$21M).
Sold out of its positions in AES, AMN, AHCO, EDGU, EDGF, ALAI, MDLV, OSG, AMKR, APLD.
Atria Investments was a net buyer of stock by $367M.
Atria Investments has $10B in assets under management (AUM), dropping by 2.85%.
Central Index Key (CIK): 0001535865

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Portfolio Holdings for Atria Investments

Atria Investments holds 2136 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Atria Investments has 2136 total positions. Only the first 250 positions are shown.

Sign up to view all of the Atria Investments Sept. 30, 2026 positions
Download the Atria Investments September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Etf (IVV)	3.2	$329M		429k	765.85	View chart
Nvidia Corporation Common Stock (NVDA)	2.4	$245M	+10%	1.1M	228.38	View chart
Microsoft Corp Common Stock (MSFT)	2.2	$224M	+25%	437k	512.90	View chart
Apple Common Stock (AAPL)	1.6	$162M	+17%	487k	333.02	View chart
Vanguard Index Fds Etf (VOO)	1.6	$161M	-23%	230k	700.86	View chart
Vanguard Index Fds Etf (VUG)	1.3	$130M	+4%	1.4M	90.11	View chart
Amazon Common Stock (AMZN)	1.2	$120M	+13%	480k	249.15	View chart
Alphabet Common Stock (GOOGL)	1.1	$113M	+15%	330k	344.08	View chart
Meta Platforms Common Stock (META)	1.0	$101M	+13%	139k	725.18	View chart
Spdr Gold Tr Etf (GLD)	0.9	$93M	-22%	244k	380.84	View chart
Broadcom Common Stock (AVGO)	0.9	$92M	+10%	263k	351.19	View chart
Vanguard Index Fds Etf (VTI)	0.9	$92M		247k	374.24	View chart
Vanguard Scottsdale Fds Etf (VGIT)	0.9	$91M		1.6M	56.66	View chart
Vanguard Index Fds Common Stock (VTV)	0.9	$88M		408k	216.08	View chart
Ishares Tr Etf (IVW)	0.9	$87M		614k	142.26	View chart
Alphabet Common Stock (GOOG)	0.8	$87M	+6%	254k	340.74	View chart
Blackrock Etf Trust Etf (DYNF)	0.8	$86M	+10%	1.2M	69.26	View chart
State Str Spdr S&p 500 Etf T Etf (SPY)	0.8	$80M	-38%	105k	762.63	View chart
Vanguard Tax-managed Fds Common Stock (VEA)	0.8	$80M		1.1M	70.61	View chart
Spdr Series Trust Etf (BIL)	0.7	$76M	+22%	832k	91.64	View chart
Ishares Tr Etf (IUSB)	0.7	$75M	+22%	1.7M	44.09	View chart
Ishares Etf (IEMG)	0.7	$74M	-8%	910k	81.16	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.7	$72M	+3%	218k	330.83	View chart
Pimco Etf Tr Etf (MINT)	0.7	$68M	+38%	675k	100.55	View chart
Gmo Etf Trust Common Stock (QLTY)	0.6	$67M	-8%	1.6M	42.81	View chart
Taiwan Semiconductor Manufac Adr (TSM)	0.6	$64M	+4%	140k	456.19	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$62M		233k	264.74	View chart
Ishares Tr Etf (IVE)	0.6	$60M		261k	228.28	View chart
Visa Common Stock (V)	0.6	$57M	+7%	158k	359.33	View chart
Ishares Tr Etf (IEFA)	0.5	$52M	+9%	536k	96.88	View chart
Chevron Corporation Common Stock (CVX)	0.5	$51M	+6%	249k	204.21	View chart
Blackrock Etf Trust Etf (CORO)	0.5	$51M	+69%	1.4M	36.35	View chart
American Centy Etf Tr Etf (KORP)	0.5	$48M	+2%	1.1M	44.36	View chart
Eli Lilly & Co Common Stock (LLY)	0.4	$46M	+16%	40k	1157.08	View chart
First Tr Exchange-traded Etf (GRID)	0.4	$46M	+3%	257k	177.11	View chart
Select Sector Spdr Tr Etf (XLK)	0.4	$46M		233k	195.75	View chart
Goldman Sachs Etf Tr Etf (GBIL)	0.4	$45M		454k	100.11	View chart
Micron Technology Common Stock (MU)	0.4	$43M	+22%	40k	1065.11	View chart
Abbvie Common Stock (ABBV)	0.4	$42M	+3%	160k	261.59	View chart
Tesla Common Stock (TSLA)	0.4	$41M		115k	354.81	View chart
Ishares Tr Etf (ACWX)	0.4	$40M	+304%	529k	75.62	View chart
Philip Morris Intl Common Stock (PM)	0.4	$38M	+11%	196k	190.82	View chart
Blackrock Etf Trust Etf (BLCR)	0.4	$37M	+33%	762k	48.96	View chart
Exxonmobil Holdings Corp Common Stock	0.4	$36M	NEW	223k	162.75	View chart
Ishares Tr Etf (LQD)	0.3	$35M		341k	102.18	View chart
Vanguard Intl Equity Index F Etf (VWO)	0.3	$34M		569k	59.31	View chart
American Centy Etf Tr Etf (QINT)	0.3	$34M	+5%	484k	69.60	View chart
Advanced Micro Devices Common Stock (AMD)	0.3	$32M	+24%	52k	611.76	View chart
Invesco Exchange Traded Fd T Etf (PHO)	0.3	$32M		465k	67.83	View chart
Schwab Strategic Tr Etf (SCHF)	0.3	$31M		1.1M	27.47	View chart
Ishares Tr Etf (EFG)	0.3	$31M	-17%	261k	119.83	View chart
Cisco Sys Common Stock (CSCO)	0.3	$31M	-2%	287k	107.63	View chart
Blackrock Etf Trust Etf (BAI)	0.3	$31M	-11%	646k	47.19	View chart
Coca Cola Common Stock (KO)	0.3	$29M	+13%	336k	86.08	View chart
Merck & Co Common Stock (MRK)	0.3	$29M	+4%	199k	145.31	View chart
Asml Hldg Nv Common Stock (ASML)	0.3	$29M	+16%	16k	1811.70	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$28M	+5%	76k	367.08	View chart
Mastercard Incorporated Common Stock (MA)	0.3	$27M	+10%	49k	551.47	View chart
Ishares Tr Etf (IUSG)	0.3	$26M	+6%	136k	193.75	View chart
Ishares Tr Etf (IYW)	0.3	$26M	+10%	100k	264.90	View chart
Netflix Common Stock (NFLX)	0.3	$26M	+16%	372k	69.58	View chart
Putnam Etf Trust Etf (PVAL)	0.3	$26M	+23%	491k	52.62	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.3	$26M	+12%	52k	497.95	View chart
Vanguard Bd Index Fds Etf (BND)	0.3	$26M	+5%	366k	70.15	View chart
Oracle Corp Common Stock (ORCL)	0.2	$26M		187k	137.30	View chart
Vanguard Index Fds Etf (VV)	0.2	$25M	+2%	72k	351.85	View chart
Ishares Tr Etf (GOVT)	0.2	$25M		1.2M	21.87	View chart
Vanguard Index Fds Common Stock (VBR)	0.2	$25M	+2%	108k	231.03	View chart
Vanguard Charlotte Fds Etf (BNDX)	0.2	$25M	+2%	522k	46.87	View chart
Vanguard Index Fds Etf (VBK)	0.2	$24M	+3%	72k	337.83	View chart
Ishares Tr Etf (EFV)	0.2	$24M	-2%	305k	79.14	View chart
Walmart Common Stock (WMT)	0.2	$24M		232k	103.92	View chart
American Centy Etf Tr Etf (AVUV)	0.2	$24M	+4%	204k	117.77	View chart
Bank Of Amer Corp Common Stock (BAC)	0.2	$24M	+20%	441k	54.43	View chart
Ishares Tr Etf (DGRO)	0.2	$24M	-6%	314k	75.39	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.2	$24M	+196%	78k	304.64	View chart
Applied Matls Common Stock (AMAT)	0.2	$23M	+3%	45k	511.38	View chart
Spdr Series Trust Etf (SPYM)	0.2	$23M	+11%	253k	89.76	View chart
Blackrock Etf Trust Etf (THRO)	0.2	$23M		513k	43.98	View chart
Analog Devices Common Stock (ADI)	0.2	$22M	-4%	56k	396.71	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$22M	+16%	32k	675.05	View chart
Vanguard World Etf (VGT)	0.2	$22M		173k	125.67	View chart
Lam Research Corp Common Stock (LRCX)	0.2	$21M	-6%	65k	328.51	View chart
Vanguard Malvern Fds Etf (VTIP)	0.2	$21M	+9%	433k	49.22	View chart
First Tr Exchange-traded Etf (FTSM)	0.2	$21M	-7%	354k	59.51	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$21M	+5%	53k	397.31	View chart
Vanguard Index Fds Etf (VB)	0.2	$21M		73k	284.49	View chart
Select Sector Spdr Tr Etf (XLE)	0.2	$21M	-5%	339k	61.50	View chart
Vaneck Etf Trust Etf (SMH)	0.2	$21M	+18%	34k	608.99	View chart
Amphenol Corp Common Stock (APH)	0.2	$21M	+139%	245k	84.30	View chart
Vanguard Bd Index Fds Etf (BSV)	0.2	$21M	+8%	269k	76.40	View chart
Spdr Index Shs Fds Etf (SPDW)	0.2	$21M	+7%	409k	50.21	View chart
Texas Instrs Common Stock (TXN)	0.2	$21M	+4%	73k	280.09	View chart
Dimensional Etf Trust Etf (DFAE)	0.2	$20M	+2%	518k	39.31	View chart
Conocophillips Common Stock (COP)	0.2	$20M	+18%	160k	125.15	View chart
Ishares Tr Etf (ISCG)	0.2	$20M	+2%	325k	61.18	View chart
Wells Fargo & Co Common Stock (WFC)	0.2	$20M	+4%	247k	80.05	View chart
Blackrock Etf Trust Etf (IDEF)	0.2	$20M	-10%	630k	31.23	View chart
Ishares Tr Common Stock (MTUM)	0.2	$19M	-56%	61k	317.34	View chart
Disney Walt Common Stock (DIS)	0.2	$19M	+7%	183k	104.90	View chart
Procter & Gamble Common Stock (PG)	0.2	$19M	-2%	130k	145.28	View chart
Vanguard Admiral Fds Etf (VOOG)	0.2	$19M	+9%	219k	85.48	View chart
Parker-hannifin Corp Common Stock (PH)	0.2	$19M		19k	955.40	View chart
Series Portfolios Tr Etf (CLOZ)	0.2	$18M	+2%	696k	26.30	View chart
Amgen Common Stock (AMGN)	0.2	$18M		43k	421.51	View chart
Select Sector Spdr Tr Etf (XLV)	0.2	$18M	+78%	108k	168.42	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.2	$18M	+14%	35k	522.81	View chart
American Centy Etf Tr Etf (AVLV)	0.2	$18M	+5%	197k	90.44	View chart
Home Depot Common Stock (HD)	0.2	$18M	+12%	61k	284.49	View chart
Charles Schwab Corp Common Stock (SCHW)	0.2	$17M	+16%	178k	97.74	View chart
Schwab Strategic Tr Common Stock (SCHG)	0.2	$17M	-6%	484k	35.93	View chart
Linde Common Stock (LIN)	0.2	$17M	+16%	37k	474.65	View chart
Citigroup Common Stock (C)	0.2	$17M	+4%	133k	129.48	View chart
Verizon Communications Common Stock (VZ)	0.2	$17M	+7%	373k	45.87	View chart
Dell Technologies Common Stock (DELL)	0.2	$17M	-2%	31k	537.95	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$17M	+14%	73k	230.94	View chart
Vanguard Admiral Fds Etf (VIOV)	0.2	$17M	+4%	153k	110.00	View chart
Ishares Tr Etf (IWF)	0.2	$17M	-37%	133k	125.26	View chart
Ishares Tr Etf (IUSV)	0.2	$17M	+11%	150k	110.28	View chart
Chubb Common Stock (CB)	0.2	$16M	+6%	50k	325.25	View chart
Unified Ser Tr Etf (OACP)	0.2	$16M	+11%	750k	21.63	View chart
Ge Vernova Common Stock (GEV)	0.2	$16M		17k	950.48	View chart
Medtronic Common Stock (MDT)	0.2	$16M	+20%	188k	86.29	View chart
Vanguard Star Fds Etf (VXUS)	0.2	$16M	+16%	191k	84.96	View chart
Blackrock Common Stock (BLK)	0.2	$16M	+13%	15k	1058.29	View chart
J P Morgan Exchange Traded F Etf (JCPB)	0.2	$16M	-12%	356k	44.78	View chart
Unified Ser Tr Etf (OAIM)	0.2	$16M	+10%	333k	47.79	View chart
Salesforce Common Stock (CRM)	0.2	$16M	+41%	69k	229.57	View chart
Wisdomtree Tr Etf (DGRW)	0.2	$16M	-11%	161k	97.24	View chart
Shopify Common Stock (SHOP)	0.2	$16M	-5%	105k	148.30	View chart
Prologis Common Stock (PLD)	0.2	$16M	+7%	120k	129.84	View chart
Morgan Stanley Common Stock (MS)	0.2	$16M	+9%	83k	188.08	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.2	$16M	+647%	59k	264.75	View chart
Pimco Etf Tr Etf (PYLD)	0.1	$15M	+9%	598k	25.39	View chart
Tjx Cos Common Stock (TJX)	0.1	$15M	+11%	115k	132.31	View chart
Boeing Common Stock (BA)	0.1	$15M	+7%	81k	186.05	View chart
Elevance Health Inc Formerly Common Stock (ELV)	0.1	$15M	+25%	39k	388.82	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$15M	+3%	68k	222.26	View chart
Pimco Etf Tr Etf (BOND)	0.1	$15M	-13%	172k	86.99	View chart
Bank Of Ny Mellon Corp Common Stock (BNY)	0.1	$15M		104k	144.63	View chart
Ishares Tr Etf (HDV)	0.1	$15M	+12%	534k	27.96	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$15M	-12%	17k	900.35	View chart
Eaton Corp Common Stock (ETN)	0.1	$15M	+2%	35k	429.70	View chart
Ishares Tr Etf (MUB)	0.1	$15M	+25%	146k	101.10	View chart
Monster Beverage Corp Common Stock (MNST)	0.1	$15M	+111%	355k	41.62	View chart
Ishares Tr Etf (TLH)	0.1	$15M		160k	92.17	View chart
Wisdomtree Tr Etf (DDWM)	0.1	$15M		323k	45.63	View chart
Welltower Reit (WELL)	0.1	$15M	+6%	64k	230.24	View chart
First Tr Exchange Traded Etf (RDVY)	0.1	$15M	+5%	185k	78.29	View chart
Blackrock Etf Trust Etf (IALT)	0.1	$14M		483k	29.86	View chart
Ishares Tr Etf (IEF)	0.1	$14M		161k	89.31	View chart
Arista Networks Common Stock (ANET)	0.1	$14M	+20%	70k	203.59	View chart
First Tr Exchng Traded Fd Vi Etf (FJUN)	0.1	$14M	-7%	232k	61.19	View chart
Lennar Corp Common Stock (LEN)	0.1	$14M	+13%	172k	81.59	View chart
Nextera Energy Common Stock (NEE)	0.1	$14M	+13%	185k	75.74	View chart
Union Pac Corp Common Stock (UNP)	0.1	$14M		51k	272.13	View chart
Northern Lts Fd Tr Ii Etf (ESN)	0.1	$14M	+3%	680k	20.28	View chart
International Business Machs Common Stock (IBM)	0.1	$14M	+8%	62k	219.93	View chart
Vodafone Group Common Stock (VOD)	0.1	$14M		840k	16.15	View chart
Sprott Fds Tr Etf (SETM)	0.1	$14M	+3%	460k	29.30	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$13M	+37%	71k	187.05	View chart
Ge Aerospace Common Stock (GE)	0.1	$13M	+7%	43k	312.29	View chart
Wisdomtree Tr Etf (QGRW)	0.1	$13M		190k	68.68	View chart
Pepsico Common Stock (PEP)	0.1	$13M	+6%	103k	126.72	View chart
American Express Common Stock (AXP)	0.1	$13M	-11%	43k	304.10	View chart
Unified Ser Tr Etf (OALC)	0.1	$13M	+3%	317k	41.13	View chart
General Dynamics Corp Common Stock (GD)	0.1	$13M	+13%	39k	331.83	View chart
Us Bancorp Common Stock (USB)	0.1	$13M	+15%	225k	57.76	View chart
Fidelity Merrimack Str Tr Etf (FBND)	0.1	$13M	+10%	292k	43.30	View chart
Cme Group Common Stock (CME)	0.1	$13M	+18%	48k	261.98	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$13M	+47%	32k	387.61	View chart
Caterpillar Common Stock (CAT)	0.1	$12M	-21%	15k	810.77	View chart
Dimensional Etf Trust Etf (DFAS)	0.1	$12M	+3%	160k	77.42	View chart
Ishares Tr Etf (EFA)	0.1	$12M	-75%	119k	103.89	View chart
Vanguard Intl Equity Index F Etf (VT)	0.1	$12M	+20%	77k	157.85	View chart
Gilead Sciences Common Stock (GILD)	0.1	$12M	+6%	81k	149.05	View chart
Vanguard Intl Equity Index F Etf (VEU)	0.1	$12M	-10%	145k	82.97	View chart
Pgim Etf Tr Etf (PAAA)	0.1	$12M	+428%	232k	51.29	View chart
Freeport Mcmoran Common Stock (FCX)	0.1	$12M	+15%	169k	70.00	View chart
Vanguard Whitehall Fds Etf (VYMI)	0.1	$12M		117k	101.13	View chart
At&t Common Stock (T)	0.1	$12M	+11%	482k	24.40	View chart
Servicenow Common Stock (NOW)	0.1	$12M	+27%	87k	134.01	View chart
General Mtrs Common Stock (GM)	0.1	$12M	+8%	150k	77.00	View chart
Ishares Tr Etf (QUAL)	0.1	$12M	-4%	52k	222.24	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$12M	+14%	28k	406.63	View chart
Trane Technologies Common Stock (TT)	0.1	$11M	-3%	25k	451.98	View chart
American Elec Pwr Common Stock (AEP)	0.1	$11M	+13%	95k	118.64	View chart
Vanguard Index Fds Etf (VO)	0.1	$11M	+8%	144k	78.42	View chart
Southern Common Stock (SO)	0.1	$11M	+19%	136k	82.89	View chart
Magna Intl Common Stock (MGA)	0.1	$11M		177k	63.67	View chart
Costco Wholesale Corporation Common Stock (COST)	0.1	$11M	+5%	12k	910.35	View chart
Janus Detroit Str Tr Etf (JAAA)	0.1	$11M	-45%	222k	50.47	View chart
Deere & Co Common Stock (DE)	0.1	$11M	+6%	17k	671.57	View chart
Blackrock Etf Trust Ii Etf (GGOV)	0.1	$11M	+21%	221k	50.10	View chart
Ishares Gold Tr Etf (IAU)	0.1	$11M	+12%	141k	78.10	View chart
Victory Portfolios Ii Etf (VFLO)	0.1	$11M	-6%	214k	51.19	View chart
Intel Corp Common Stock (INTC)	0.1	$11M	-9%	91k	120.23	View chart
Wec Energy Group Common Stock (WEC)	0.1	$11M	+15%	109k	100.78	View chart
Vanguard Bd Index Fds Etf (BIV)	0.1	$11M	-3%	149k	72.86	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$11M	+4%	55k	193.07	View chart
Mckesson Corp Common Stock (MCK)	0.1	$11M	+13%	13k	853.83	View chart
Corning Common Stock (GLW)	0.1	$11M		69k	153.76	View chart
First Tr Exchange Traded Etf (SDVY)	0.1	$11M	+7%	260k	40.58	View chart
Fedex Corp Common Stock (FDX)	0.1	$11M	-10%	37k	285.09	View chart
Select Sector Spdr Tr Etf (XLY)	0.1	$11M	+17%	96k	108.84	View chart
Motorola Solutions Common Stock (MSI)	0.1	$10M	+18%	23k	445.98	View chart
Ishares Tr Etf (IJH)	0.1	$10M	-7%	145k	71.95	View chart
Automatic Data Processing In Common Stock (ADP)	0.1	$10M	-8%	40k	258.06	View chart
First Tr Exchng Traded Fd Vi Etf (GJUN)	0.1	$10M	-42%	246k	41.94	View chart
Kla Corp Common Stock (KLAC)	0.1	$10M	-3%	53k	194.93	View chart
S&p Global Common Stock (SPGI)	0.1	$10M	+38%	26k	394.47	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$10M	+22%	103k	98.83	View chart
Thor Inds Common Stock (THO)	0.1	$10M		146k	69.10	View chart
Ishares Tr Etf (IXUS)	0.1	$10M	+6%	106k	94.99	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$10M		107k	93.96	View chart
Astrazeneca Common Stock (AZN)	0.1	$10M	-11%	62k	161.47	View chart
Ishares Tr Etf (IBDT)	0.1	$10M	+7%	402k	24.96	View chart
Vanguard Scottsdale Fds Etf (VCSH)	0.1	$10M	+14%	130k	77.25	View chart
Select Sector Spdr Tr Etf (XLF)	0.1	$10M	-30%	187k	53.40	View chart
Ishares Tr Etf (IBDS)	0.1	$9.9M	+9%	411k	24.12	View chart
Pfizer Common Stock (PFE)	0.1	$9.9M	+3%	347k	28.52	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.1	$9.8M	+32%	47k	208.02	View chart
Pacer Fds Tr Etf (PALC)	0.1	$9.8M	+19%	183k	53.82	View chart
Emerson Elec Common Stock (EMR)	0.1	$9.8M	+6%	63k	155.10	View chart
Autodesk Common Stock (ADSK)	0.1	$9.8M	+16%	47k	209.00	View chart
Ishares Tr Common Stock (ITA)	0.1	$9.8M	-2%	47k	207.18	View chart
Listed Fds Tr Etf (HEGD)	0.1	$9.8M	+9%	363k	26.86	View chart
Select Sector Spdr Tr Etf (XLC)	0.1	$9.7M	+18%	88k	110.97	View chart
Novartis Common Stock (NVS)	0.1	$9.5M	+10%	67k	142.57	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.1	$9.5M	+17%	13k	758.28	View chart
Ishares Tr Etf (IBDR)	0.1	$9.4M	+3%	390k	24.24	View chart
Ishares Tr Etf (SGOV)	0.1	$9.4M	-4%	93k	100.68	View chart
Horizon Fds Etf	0.1	$9.4M	+6%	1.0M	9.22	View chart
Marsh & Mclennan Cos Common Stock (MRSH)	0.1	$9.3M	-2%	55k	170.73	View chart
Ssga Active Tr Etf (ALLW)	0.1	$9.3M	+47%	325k	28.57	View chart
Seagate Technology Hldngs Pl Common Stock (STX)	0.1	$9.3M	+13%	10k	922.38	View chart
Vanguard Scottsdale Fds Etf (VMBS)	0.1	$9.3M	-15%	208k	44.41	View chart
First Tr Exchng Traded Fd Vi Etf (FAUG)	0.1	$9.2M	NEW	159k	57.61	View chart
British Amern Tob Adr (BTI)	0.1	$9.1M	+14%	168k	54.40	View chart
First Tr Exchng Traded Fd Vi Etf (FMAY)	0.1	$9.1M	-10%	159k	57.37	View chart
Altria Group Common Stock (MO)	0.1	$9.0M	+3%	134k	67.34	View chart
Marvell Technology Common Stock (MRVL)	0.1	$9.0M	+29%	34k	264.21	View chart
First Tr Exchng Traded Fd Vi Etf (FJUL)	0.1	$9.0M	+4120%	146k	61.21	View chart
First Tr Exchng Traded Fd Vi Etf (FSEP)	0.1	$8.9M	NEW	157k	57.13	View chart
Ishares Tr Etf (TIP)	0.1	$8.9M	+12%	86k	104.04	View chart
J P Morgan Exchange Traded F Etf (JVAL)	0.1	$8.8M	-4%	152k	57.92	View chart
Columbia Etf Tr I Etf (RECS)	0.1	$8.8M		195k	45.09	View chart
Booking Holdings Common Stock (BKNG)	0.1	$8.8M	+6%	54k	162.91	View chart
Spdr Series Trust Etf (SPYG)	0.1	$8.8M	-2%	71k	123.08	View chart
Natera Common Stock (NTRA)	0.1	$8.7M	+57%	21k	413.31	View chart

Past Filings by Atria Investments

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

Atria Investments 2026 Q3 filed Oct. 15, 2026
Atria Investments 2026 Q2 filed July 28, 2026
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

View all past filings

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