Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, NVDA, OACP, AMZN, and represent 9.32% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$110M), EFA (+$34M), MUB (+$20M), VGSH (+$20M), COWZ (+$17M), IVW (+$15M), MOAT (+$14M), EFG (+$13M), IEMG (+$11M), IBD (+$10M).
- Started 956 new stock positions in BXMX, NEAR, CASH, WTFC, JBBB, IR, QGEN, NTES, HDSN, FTV.
- Reduced shares in these 10 stocks: IWM (-$34M), AGG (-$31M), IVV (-$30M), VMBS (-$17M), VOO (-$10M), AAPL (-$9.6M), TPHD (-$8.9M), OAIM (-$8.8M), EFV (-$8.0M), SPY (-$7.4M).
- Sold out of its positions in VALQ, QINT, DBEM, MARB, FJUL, INCM, ILCG, ITOT, IJJ, IWX. Laboratory Corp. of America Holdings, Pioneer Natural Resources.
- Atria Investments was a net buyer of stock by $523M.
- Atria Investments has $7.7B in assets under management (AUM), dropping by 6.29%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Atria Investments holds 1907 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Atria Investments has 1907 total positions. Only the first 250 positions are shown.
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- Download the Atria Investments June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.6 | $199M | 446k | 446.95 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $161M | -15% | 295k | 547.23 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $123M | +841% | 996k | 123.54 |
|
| Unified Ser Tr Oneascent Core P (OACP) | 1.6 | $122M | -3% | 5.4M | 22.50 |
|
| Amazon (AMZN) | 1.5 | $114M | -4% | 592k | 193.25 |
|
| Apple (AAPL) | 1.2 | $94M | -9% | 447k | 210.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $85M | -10% | 169k | 500.13 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 1.0 | $80M | -9% | 2.5M | 32.25 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $73M | 196k | 374.01 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $70M | -2% | 438k | 160.41 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $69M | -9% | 127k | 544.22 |
|
| Unified Ser Tr Oneascent Large (OALC) | 0.9 | $67M | -2% | 2.4M | 27.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $64M | 1.3M | 49.42 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $62M | 337k | 182.15 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $61M | -2% | 121k | 504.22 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.7 | $57M | -11% | 1.3M | 45.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $56M | +2% | 275k | 202.26 |
|
| Visa Com Cl A (V) | 0.7 | $53M | +2% | 202k | 262.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $52M | 283k | 183.42 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $49M | +44% | 534k | 92.54 |
|
| Broadcom (AVGO) | 0.6 | $48M | +5% | 30k | 1605.56 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $46M | 117k | 391.13 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $45M | +30% | 844k | 53.53 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $44M | -2% | 260k | 170.76 |
|
| UnitedHealth (UNH) | 0.6 | $43M | +4% | 85k | 509.27 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $43M | +9% | 734k | 58.23 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $42M | -2% | 47k | 905.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $42M | +437% | 533k | 78.33 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $42M | +4% | 571k | 72.64 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $41M | +22% | 1.9M | 21.04 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.5 | $40M | +6% | 848k | 46.94 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.5 | $38M | -2% | 435k | 88.13 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $38M | +3% | 888k | 42.20 |
|
| Chevron Corporation (CVX) | 0.5 | $36M | 229k | 156.42 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $36M | +60% | 348k | 102.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $35M | 80k | 441.17 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $35M | -4% | 581k | 59.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $34M | -5% | 83k | 406.80 |
|
| Netflix (NFLX) | 0.4 | $33M | -9% | 49k | 674.88 |
|
| Merck & Co (MRK) | 0.4 | $33M | 268k | 123.80 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $32M | -14% | 177k | 182.52 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $32M | +7% | 722k | 43.76 |
|
| Oracle Corporation (ORCL) | 0.4 | $30M | +7% | 215k | 141.20 |
|
| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.4 | $30M | 992k | 30.40 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $30M | +210% | 283k | 106.55 |
|
| Procter & Gamble Company (PG) | 0.4 | $30M | 182k | 164.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $29M | -13% | 110k | 267.51 |
|
| Johnson & Johnson (JNJ) | 0.4 | $29M | -10% | 198k | 146.16 |
|
| Abbvie (ABBV) | 0.4 | $29M | -5% | 168k | 171.52 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $28M | +10% | 240k | 115.12 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $27M | +25% | 527k | 51.24 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $27M | +4% | 189k | 142.74 |
|
| salesforce (CRM) | 0.3 | $27M | 104k | 257.10 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $26M | -11% | 315k | 83.67 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $26M | 287k | 91.78 |
|
|
| Home Depot (HD) | 0.3 | $26M | +4% | 76k | 344.24 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $26M | -12% | 47k | 555.53 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $26M | 47k | 553.00 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $25M | 375k | 67.71 |
|
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $25M | +216% | 459k | 54.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $24M | +20% | 139k | 173.81 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $24M | -13% | 258k | 91.78 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $23M | -6% | 125k | 182.01 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $23M | -14% | 395k | 57.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $22M | -3% | 72k | 303.41 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $21M | +1241% | 370k | 57.99 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $21M | 139k | 150.50 |
|
|
| Tesla Motors (TSLA) | 0.3 | $21M | +2% | 105k | 197.88 |
|
| Qualcomm (QCOM) | 0.3 | $21M | -5% | 104k | 199.18 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $20M | +243% | 231k | 86.61 |
|
| Servicenow (NOW) | 0.3 | $20M | 25k | 786.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $20M | -17% | 23k | 850.06 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $19M | 85k | 226.23 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $19M | +5% | 249k | 76.70 |
|
| Pepsi (PEP) | 0.2 | $19M | -4% | 115k | 164.93 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $19M | +22% | 319k | 59.20 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $19M | -2% | 384k | 48.67 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $19M | -9% | 290k | 64.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $18M | +4% | 41k | 444.85 |
|
| Intuit (INTU) | 0.2 | $18M | +9% | 27k | 657.23 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $18M | -21% | 179k | 100.71 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $18M | -30% | 339k | 53.04 |
|
| Cisco Systems (CSCO) | 0.2 | $18M | 371k | 47.51 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $17M | +64% | 137k | 127.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $17M | +99% | 345k | 50.11 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $17M | -3% | 187k | 91.81 |
|
| Bank of America Corporation (BAC) | 0.2 | $17M | 429k | 39.77 |
|
|
| TJX Companies (TJX) | 0.2 | $17M | +14% | 152k | 110.10 |
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| McDonald's Corporation (MCD) | 0.2 | $17M | 65k | 254.84 |
|
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| Eaton Corp SHS (ETN) | 0.2 | $17M | -11% | 53k | 313.55 |
|
| Coca-Cola Company (KO) | 0.2 | $17M | +8% | 259k | 63.65 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $16M | +12% | 464k | 35.08 |
|
| Honeywell International (HON) | 0.2 | $16M | +6% | 76k | 213.54 |
|
| Citigroup Com New (C) | 0.2 | $16M | 255k | 63.46 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $16M | -5% | 154k | 103.91 |
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| Verizon Communications (VZ) | 0.2 | $16M | 385k | 41.24 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $16M | 90k | 173.36 |
|
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| Marsh & McLennan Companies (MMC) | 0.2 | $16M | +12% | 74k | 210.72 |
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| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.2 | $16M | 665k | 23.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $16M | 398k | 39.16 |
|
|
| Amgen (AMGN) | 0.2 | $16M | +4% | 50k | 312.45 |
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| Lennar Corp Cl A (LEN) | 0.2 | $15M | +2% | 103k | 149.87 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $15M | -9% | 62k | 250.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $15M | +18% | 94k | 164.28 |
|
| Philip Morris International (PM) | 0.2 | $15M | -11% | 151k | 101.33 |
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| Progressive Corporation (PGR) | 0.2 | $15M | +11% | 74k | 207.71 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $15M | +8% | 71k | 215.01 |
|
| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.2 | $15M | 320k | 47.65 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $15M | +16% | 63k | 238.69 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $15M | 76k | 194.53 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $15M | -9% | 147k | 100.08 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $15M | +3% | 14k | 1022.75 |
|
| Union Pacific Corporation (UNP) | 0.2 | $14M | +6% | 64k | 226.26 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $14M | +84% | 430k | 33.38 |
|
| Caterpillar (CAT) | 0.2 | $14M | -5% | 43k | 333.11 |
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| Walt Disney Company (DIS) | 0.2 | $14M | -6% | 144k | 99.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $14M | -7% | 198k | 72.05 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $14M | -2% | 191k | 74.89 |
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| Wells Fargo & Company (WFC) | 0.2 | $14M | -7% | 239k | 59.39 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $14M | -5% | 311k | 45.48 |
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| Lowe's Companies (LOW) | 0.2 | $14M | -8% | 64k | 220.47 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $14M | -11% | 328k | 43.05 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $14M | +12% | 28k | 505.83 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $14M | 173k | 80.13 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.2 | $14M | +3% | 498k | 27.79 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.2 | $14M | +83% | 317k | 43.56 |
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| S&p Global (SPGI) | 0.2 | $14M | +2% | 31k | 446.03 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $14M | 187k | 73.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $14M | +49% | 37k | 364.51 |
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| International Business Machines (IBM) | 0.2 | $14M | 78k | 172.95 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $13M | -23% | 89k | 145.75 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $13M | +33% | 166k | 78.05 |
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| Linde SHS (LIN) | 0.2 | $13M | +13% | 29k | 438.83 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $13M | -4% | 252k | 50.88 |
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| Trane Technologies SHS (TT) | 0.2 | $13M | +14% | 39k | 328.93 |
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| BlackRock (BLK) | 0.2 | $13M | +17% | 16k | 787.28 |
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| Boeing Company (BA) | 0.2 | $13M | +9% | 70k | 182.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $13M | -2% | 58k | 218.05 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.2 | $12M | 224k | 55.58 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $12M | +3% | 136k | 91.15 |
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| General Dynamics Corporation (GD) | 0.2 | $12M | -4% | 42k | 290.14 |
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| ConocoPhillips (COP) | 0.2 | $12M | -2% | 106k | 114.38 |
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| Autodesk (ADSK) | 0.2 | $12M | -27% | 49k | 247.45 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.2 | $12M | 351k | 34.11 |
|
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| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.2 | $12M | -5% | 239k | 49.80 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $12M | -6% | 153k | 77.27 |
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| General Motors Company (GM) | 0.2 | $12M | 253k | 46.46 |
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| At&t (T) | 0.2 | $12M | -6% | 613k | 19.11 |
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| PNC Financial Services (PNC) | 0.2 | $12M | +2% | 75k | 155.48 |
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| Chubb (CB) | 0.1 | $12M | +17% | 45k | 255.08 |
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| Anthem (ELV) | 0.1 | $11M | +5% | 21k | 541.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $11M | -2% | 112k | 100.84 |
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| Southern Company (SO) | 0.1 | $11M | 146k | 77.57 |
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| Starbucks Corporation (SBUX) | 0.1 | $11M | 144k | 77.85 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $11M | -61% | 243k | 45.40 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.1 | $11M | 216k | 51.09 |
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| American Express Company (AXP) | 0.1 | $11M | -9% | 48k | 231.55 |
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| Nextera Energy (NEE) | 0.1 | $11M | +20% | 154k | 70.81 |
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| United Parcel Service CL B (UPS) | 0.1 | $11M | -16% | 79k | 136.85 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $11M | 275k | 38.42 |
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| Analog Devices (ADI) | 0.1 | $11M | +27% | 46k | 228.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $10M | 84k | 123.80 |
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| Booking Holdings (BKNG) | 0.1 | $10M | +2% | 2.6k | 3961.68 |
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| FedEx Corporation (FDX) | 0.1 | $10M | -14% | 35k | 299.83 |
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| Sherwin-Williams Company (SHW) | 0.1 | $10M | +3% | 35k | 298.45 |
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| Danaher Corporation (DHR) | 0.1 | $10M | 41k | 249.86 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.1 | $10M | NEW | 437k | 23.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $10M | +5% | 22k | 468.71 |
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| Applied Materials (AMAT) | 0.1 | $10M | -15% | 43k | 235.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $10M | -3% | 174k | 58.52 |
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| Prologis (PLD) | 0.1 | $10M | +14% | 90k | 112.31 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $10M | -24% | 55k | 182.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $10M | -10% | 129k | 77.76 |
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| Us Bancorp Del Com New (USB) | 0.1 | $9.9M | -21% | 249k | 39.70 |
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| Air Products & Chemicals (APD) | 0.1 | $9.9M | -3% | 38k | 258.06 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $9.7M | 191k | 50.66 |
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| Lam Research Corporation (LRCX) | 0.1 | $9.7M | 9.1k | 1064.84 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $9.6M | -11% | 21k | 467.14 |
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| Medtronic SHS (MDT) | 0.1 | $9.6M | -2% | 122k | 78.71 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $9.6M | +2% | 38k | 249.62 |
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| Fair Isaac Corporation (FICO) | 0.1 | $9.5M | +14% | 6.4k | 1488.66 |
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| Kla Corp Com New (KLAC) | 0.1 | $9.4M | -6% | 11k | 824.51 |
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| Palo Alto Networks (PANW) | 0.1 | $9.4M | 28k | 339.00 |
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| Morgan Stanley Com New (MS) | 0.1 | $9.3M | +7% | 96k | 97.19 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $9.3M | 231k | 40.23 |
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| Microchip Technology (MCHP) | 0.1 | $9.3M | -2% | 101k | 91.50 |
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| McKesson Corporation (MCK) | 0.1 | $9.2M | -5% | 16k | 584.02 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $9.1M | -14% | 151k | 60.30 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $9.1M | -16% | 134k | 67.56 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $9.0M | 8.6k | 1051.03 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $9.0M | -2% | 21k | 435.98 |
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| Ecolab (ECL) | 0.1 | $9.0M | +20% | 38k | 238.00 |
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| Shopify Cl A (SHOP) | 0.1 | $9.0M | +79% | 136k | 66.05 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $9.0M | +179% | 177k | 50.47 |
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| Fiserv (FI) | 0.1 | $8.9M | +6% | 60k | 149.04 |
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| Monster Beverage Corp (MNST) | 0.1 | $8.8M | 176k | 49.95 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $8.6M | -11% | 126k | 68.14 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $8.6M | -4% | 131k | 65.44 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $8.5M | 79k | 108.70 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.5M | 144k | 58.64 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $8.5M | -29% | 238k | 35.55 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $8.4M | +2% | 166k | 50.53 |
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| Goldman Sachs (GS) | 0.1 | $8.3M | -5% | 18k | 452.31 |
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| Pfizer (PFE) | 0.1 | $8.3M | +8% | 297k | 27.98 |
|
| Workday Cl A (WDAY) | 0.1 | $8.3M | -2% | 37k | 223.56 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $8.3M | -4% | 181k | 45.75 |
|
| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.1 | $8.3M | -3% | 392k | 21.13 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $8.3M | +2% | 42k | 194.87 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $8.3M | +2% | 96k | 85.66 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $8.3M | -2% | 404k | 20.45 |
|
| Gartner (IT) | 0.1 | $8.3M | +2% | 18k | 449.06 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $8.2M | NEW | 322k | 25.51 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $8.2M | -14% | 77k | 106.66 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $8.2M | +24% | 31k | 259.32 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $8.1M | +2% | 271k | 29.70 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $8.1M | -2% | 40k | 201.71 |
|
| Synopsys (SNPS) | 0.1 | $8.0M | +4% | 13k | 595.06 |
|
| Thor Industries (THO) | 0.1 | $8.0M | +6% | 85k | 93.45 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $8.0M | +4% | 178k | 44.93 |
|
| American Tower Reit (AMT) | 0.1 | $7.9M | 41k | 194.39 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $7.9M | +17% | 192k | 41.11 |
|
| Uber Technologies (UBER) | 0.1 | $7.9M | +4% | 109k | 72.68 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $7.9M | 68k | 115.47 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $7.9M | +3% | 115k | 68.53 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $7.9M | +4% | 183k | 42.96 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $7.8M | -32% | 71k | 110.50 |
|
| Liberty Global Com Cl C (LBTYK) | 0.1 | $7.8M | +7% | 437k | 17.85 |
|
| D.R. Horton (DHI) | 0.1 | $7.8M | -10% | 55k | 140.93 |
|
| Cigna Corp (CI) | 0.1 | $7.8M | +2% | 24k | 330.58 |
|
| Nike CL B (NKE) | 0.1 | $7.7M | -18% | 103k | 75.37 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $7.7M | +18% | 80k | 97.04 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $7.7M | -10% | 56k | 138.20 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $7.7M | -26% | 94k | 81.65 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $7.6M | +14% | 97k | 77.99 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $7.5M | -4% | 332k | 22.57 |
|
| Intercontinental Exchange (ICE) | 0.1 | $7.5M | +5% | 55k | 136.89 |
|
| Williams Companies (WMB) | 0.1 | $7.5M | -8% | 176k | 42.50 |
|
| AutoZone (AZO) | 0.1 | $7.4M | +6% | 2.5k | 2964.19 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $7.4M | -8% | 61k | 121.87 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $7.3M | -14% | 62k | 118.60 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $7.3M | +28% | 114k | 64.25 |
|
| Advanced Micro Devices (AMD) | 0.1 | $7.3M | -13% | 45k | 162.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $7.3M | +6% | 13k | 576.60 |
|
| Stryker Corporation (SYK) | 0.1 | $7.3M | +4% | 21k | 340.23 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $7.2M | +11% | 173k | 41.80 |
|
| Martin Marietta Materials (MLM) | 0.1 | $7.2M | +9% | 13k | 541.79 |
|
| Diamondback Energy (FANG) | 0.1 | $7.2M | +20% | 36k | 200.19 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $7.2M | +17% | 171k | 41.90 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $7.0M | 100k | 70.29 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $7.0M | +6% | 17k | 408.28 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- 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
- 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