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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, VOO, NVDA, MSFT, SPY, and represent 9.78% of Atria Investments's stock portfolio.
Added to shares of these 10 stocks: IVV (+$133M), VUG (+$103M), SPY (+$39M), QINT (+$32M), VOO (+$30M), VTI (+$28M), CORO (+$24M), VV (+$24M), IWF (+$21M), DFAE (+$20M).
Started 264 new stock positions in ALKS, FMAY, CGSM, RBRK, ZNOV, INCR, IGE, RONB, ICF, IBTQ.
Reduced shares in these 10 stocks: QQQ (-$87M), BIL (-$53M), AGG (-$41M), MINT (-$37M), QUAL (-$31M), EFV (-$29M), IEMG (-$23M), RTX (-$15M), OAIM (-$14M), THRO (-$12M).
Sold out of its positions in SHDG, EDGI, EDGH, AGI, ALNT, AINP, BUXX, ATEC, AMRC, AVSF.
Atria Investments was a net buyer of stock by $336M.
Atria Investments has $10B in assets under management (AUM), dropping by 11.68%.
Central Index Key (CIK): 0001535865

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Portfolio Holdings for Atria Investments

Atria Investments holds 2111 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Atria Investments has 2111 total positions. Only the first 250 positions are shown.

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Download the Atria Investments June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.2	$317M	+71%	424k	748.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$207M	+17%	302k	686.81	View chart
NVIDIA Corporation (NVDA)	1.9	$194M		968k	200.09	View chart
Microsoft Corporation (MSFT)	1.3	$130M	-7%	350k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$127M	+43%	170k	746.77	View chart
Apple (AAPL)	1.2	$120M	-2%	413k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$119M	+632%	1.4M	86.14	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$117M	+17%	316k	368.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$102M		287k	357.37	View chart
Amazon (AMZN)	1.0	$101M	-4%	422k	238.34	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.9	$93M	+5%	1.6M	58.98	View chart
Broadcom (AVGO)	0.9	$90M	-3%	238k	377.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$90M	+44%	243k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$89M	+6%	408k	217.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$84M	+6%	239k	353.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$83M	+3%	604k	137.53	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$83M	-21%	997k	82.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$81M	+9%	1.1M	71.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$76M	+5%	1.1M	68.01	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.7	$71M	+17%	1.7M	41.62	View chart
Meta Platforms Cl A (META)	0.7	$69M	-5%	122k	563.29	View chart
JPMorgan Chase & Co. (JPM)	0.7	$69M		210k	327.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$64M	+4%	134k	477.57	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$64M	+28%	1.4M	46.15	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$62M	-45%	680k	91.64	View chart
Johnson & Johnson (JNJ)	0.6	$60M	-3%	235k	253.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$60M		114k	522.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$59M	-16%	258k	227.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$51M	-18%	486k	103.88	View chart
Visa Com Cl A (V)	0.5	$50M		147k	343.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$49M	-42%	488k	100.81	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.5	$49M	+5%	1.0M	46.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$48M	-3%	141k	342.83	View chart
Tesla Motors (TSLA)	0.5	$48M	-3%	115k	420.60	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.5	$48M	+26%	249k	191.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$47M	-11%	491k	96.58	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$45M	+25%	452k	100.16	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$44M	+17%	232k	190.52	View chart
Eli Lilly & Co. (LLY)	0.4	$41M	-8%	34k	1199.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$40M	+10%	317k	124.42	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.4	$40M		747k	52.85	View chart
Abbvie (ABBV)	0.4	$39M		154k	251.64	View chart
Chevron Corporation (CVX)	0.4	$39M	-2%	233k	165.76	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$38M	-18%	728k	52.72	View chart
Micron Technology (MU)	0.4	$38M	+13%	33k	1154.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$37M	+5%	336k	109.07	View chart
Cisco Systems (CSCO)	0.3	$35M	-2%	295k	117.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$34M	+15%	568k	59.69	View chart
Philip Morris International (PM)	0.3	$32M	-7%	177k	180.91	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.3	$32M	NEW	460k	69.43	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.3	$32M	+29%	459k	69.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$32M	+20%	1.1M	27.70	View chart
Applied Materials (AMAT)	0.3	$32M	+7%	44k	722.99	View chart
Lam Research Corp Com New (LRCX)	0.3	$30M	+8%	70k	433.33	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$30M	+407%	819k	36.60	View chart
UnitedHealth (UNH)	0.3	$30M	+17%	72k	415.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$29M	+229%	425k	68.41	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$29M	+13%	571k	50.37	View chart
Exxon Mobil Corporation (XOM)	0.3	$28M	-13%	208k	136.72	View chart
Oracle Corporation (ORCL)	0.3	$28M	-6%	188k	146.55	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$27M	+6%	14k	1989.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$27M	+408%	215k	124.17	View chart
Wal-Mart Stores (WMT)	0.3	$26M	-5%	233k	113.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$26M	+6%	1.1M	22.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$26M	+8%	106k	242.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$26M	+11%	348k	73.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$25M	-2%	70k	365.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$25M	+29%	334k	75.79	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$25M	+16%	824k	30.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$25M	+2%	509k	48.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$25M	-3%	197k	124.76	View chart
Merck & Co (MRK)	0.2	$25M	-2%	190k	128.50	View chart
Advanced Micro Devices (AMD)	0.2	$24M	+14%	42k	580.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$24M	+6903%	70k	343.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$24M	-54%	314k	76.55	View chart
Coca-Cola Company (KO)	0.2	$24M	-6%	296k	81.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$24M	+4%	128k	188.09	View chart
Analog Devices (ADI)	0.2	$23M		59k	397.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$23M	-8%	46k	500.39	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$23M	+6%	383k	59.73	View chart
Mastercard Incorporated Cl A (MA)	0.2	$23M	-18%	44k	513.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$23M	+18%	90k	252.23	View chart
Netflix (NFLX)	0.2	$23M	-8%	318k	71.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$23M	+17%	75k	303.12	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$22M	+19%	705k	31.78	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$22M	-34%	504k	43.11	View chart
Bank of America Corporation (BAC)	0.2	$21M		367k	56.98	View chart
Caterpillar (CAT)	0.2	$21M	+17%	20k	1064.92	View chart
Texas Instruments Incorporated (TXN)	0.2	$21M	+7%	70k	298.07	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$21M	-2%	316k	65.54	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$21M	+5%	410k	50.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$21M	+677%	172k	119.52	View chart
Ge Vernova (GEV)	0.2	$20M		17k	1174.84	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$20M	NEW	505k	40.21	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$20M		398k	50.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$20M	+5%	227k	87.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$20M	+92%	396k	50.23	View chart
Wells Fargo & Company (WFC)	0.2	$20M	-7%	237k	82.64	View chart
Procter & Gamble Company (PG)	0.2	$19M	-4%	133k	146.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$19M	-26%	248k	77.91	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$19M	-8%	382k	50.39	View chart
Home Depot (HD)	0.2	$19M	-8%	55k	352.68	View chart
Goldman Sachs (GS)	0.2	$19M		19k	1011.35	View chart
Parker-Hannifin Corporation (PH)	0.2	$19M		20k	978.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$19M	+10%	407k	46.94	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$19M	+64%	357k	53.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$19M	-4%	29k	655.88	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$18M	+5%	194k	94.52	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$18M		199k	92.21	View chart
Amphenol Corp Cl A (APH)	0.2	$18M		102k	176.32	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$18M	+266%	678k	26.42	View chart
Citigroup Com New (C)	0.2	$18M	-27%	128k	139.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$18M	-5%	518k	33.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$18M	+61%	425k	41.19	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$18M	-12%	183k	95.62	View chart
Corning Incorporated (GLW)	0.2	$18M	+15%	68k	255.43	View chart
McDonald's Corporation (MCD)	0.2	$17M	+4%	64k	270.31	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.2	$17M	+2%	147k	117.33	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$17M	-3%	188k	91.21	View chart
Palo Alto Networks (PANW)	0.2	$17M	+44%	50k	341.02	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$17M	+568%	200k	82.62	View chart
Kla Corp Com New (KLAC)	0.2	$17M	+671%	55k	301.71	View chart
American Express Company (AXP)	0.2	$16M		48k	338.25	View chart
Boeing Company (BA)	0.2	$16M		76k	216.47	View chart
Walt Disney Company (DIS)	0.2	$16M		170k	96.25	View chart
Linde SHS (LIN)	0.2	$16M		31k	518.93	View chart
Monster Beverage Corp (MNST)	0.2	$16M		168k	96.12	View chart
PNC Financial Services (PNC)	0.2	$16M		65k	246.22	View chart
Chubb (CB)	0.2	$16M	+7%	47k	340.74	View chart
International Business Machines (IBM)	0.2	$16M	-14%	57k	281.21	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$16M	-14%	159k	100.35	View chart
Amgen (AMGN)	0.2	$16M	-8%	44k	362.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$16M	+1382%	53k	300.45	View chart
Morgan Stanley Com New (MS)	0.2	$16M		76k	209.04	View chart
TJX Companies (TJX)	0.2	$16M	-13%	103k	151.50	View chart
Unified Ser Tr Onea Core Bd Etf (OACP)	0.2	$15M	-2%	673k	22.71	View chart
Prologis (PLD)	0.2	$15M		112k	135.47	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$15M	-10%	326k	46.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$15M	-14%	159k	94.57	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$15M	+10%	30k	496.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$15M	+164%	250k	59.95	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$15M	-5%	103k	144.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$15M	+13%	135k	110.15	View chart
Verizon Communications (VZ)	0.1	$15M	+11%	349k	42.34	View chart
Ge Aerospace Com New (GE)	0.1	$15M	+20%	39k	373.73	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$14M	+4%	545k	26.52	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.1	$14M	-49%	301k	47.83	View chart
Eaton Corp SHS (ETN)	0.1	$14M	-18%	34k	426.12	View chart
Nextera Energy (NEE)	0.1	$14M	+5%	163k	87.77	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$14M		176k	81.06	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$14M	+10%	266k	53.61	View chart
Charles Schwab Corporation (SCHW)	0.1	$14M	-9%	153k	92.27	View chart
ConocoPhillips (COP)	0.1	$14M	+4%	135k	103.96	View chart
Intel Corporation (INTC)	0.1	$14M	-9%	100k	139.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$14M	+6%	163k	85.49	View chart
Dell Technologies CL C (DELL)	0.1	$14M	+10%	32k	431.46	View chart
Thermo Fisher Scientific (TMO)	0.1	$14M	-2%	28k	501.36	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$14M	NEW	445k	31.16	View chart
Union Pacific Corporation (UNP)	0.1	$14M		50k	272.00	View chart
Lennar Corp Cl A (LEN)	0.1	$14M	+4%	152k	90.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$14M	+14%	162k	83.75	View chart
Welltower Inc Com reit (WELL)	0.1	$14M	+16%	60k	226.97	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$13M	NEW	478k	28.05	View chart
Astrazeneca Ord (AZN)	0.1	$13M	+7%	70k	189.62	View chart
Pepsi (PEP)	0.1	$13M	-7%	97k	135.40	View chart
Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)	0.1	$13M	+7%	656k	19.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$13M	+487%	476k	27.41	View chart
FedEx Corporation (FDX)	0.1	$13M		41k	313.13	View chart
Blackrock (BLK)	0.1	$13M	-7%	13k	961.56	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$13M		194k	66.03	View chart
Trane Technologies SHS (TT)	0.1	$13M	-14%	26k	491.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$13M	-13%	111k	114.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$13M	NEW	154k	82.34	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$13M	+15%	116k	107.62	View chart
Unified Ser Tr Oneascent Large (OALC)	0.1	$13M		304k	41.03	View chart
Medtronic SHS (MDT)	0.1	$12M	+12%	157k	78.23	View chart
General Dynamics Corporation (GD)	0.1	$12M	-4%	35k	354.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$12M	+7%	157k	77.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$12M	+6%	264k	45.49	View chart
Anthem (ELV)	0.1	$12M	+74%	31k	386.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$12M	-72%	54k	219.43	View chart
Magna Intl Inc cl a (MGA)	0.1	$12M		180k	65.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$12M	-6%	154k	76.70	View chart
Us Bancorp Com New (USB)	0.1	$12M		194k	60.40	View chart
Qualcomm (QCOM)	0.1	$12M	-28%	63k	184.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$12M	+6%	48k	242.42	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$12M	+3%	248k	46.81	View chart
American Electric Power Company (AEP)	0.1	$11M	+18%	83k	136.81	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$11M		115k	98.20	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$11M	-14%	846k	13.22	View chart
Western Digital (WDC)	0.1	$11M	+12%	17k	638.71	View chart
Starbucks Corporation (SBUX)	0.1	$11M	-19%	108k	102.19	View chart
Wec Energy Group (WEC)	0.1	$11M	+7%	95k	116.77	View chart
Thor Industries (THO)	0.1	$11M	+2%	145k	75.16	View chart
Costco Wholesale Corporation (COST)	0.1	$11M	-4%	12k	935.48	View chart
Southern Company (SO)	0.1	$11M	+8%	114k	95.71	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$11M	+77%	347k	30.85	View chart
General Motors Company (GM)	0.1	$11M	-3%	138k	77.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$11M	+1091%	132k	80.57	View chart
Cummins (CMI)	0.1	$11M	+6%	15k	713.21	View chart
Capital One Financial (COF)	0.1	$11M	+8%	53k	200.62	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.1	$11M		230k	45.75	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$10M		241k	43.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$10M	+188%	64k	156.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$10M	NEW	178k	56.20	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$10M	+80%	131k	76.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$9.9M	+35%	41k	242.43	View chart
Arista Networks Com Shs (ANET)	0.1	$9.9M	+9%	58k	169.88	View chart
Deere & Company (DE)	0.1	$9.9M	-13%	16k	634.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.8M	-16%	25k	397.68	View chart
Automatic Data Processing (ADP)	0.1	$9.8M	-4%	44k	223.95	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$9.8M	+7%	97k	100.67	View chart
Gilead Sciences (GILD)	0.1	$9.6M	-11%	76k	126.34	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$9.6M	+8%	82k	117.28	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$9.6M		61k	158.66	View chart
Lowe's Companies (LOW)	0.1	$9.6M		43k	220.49	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$9.5M		138k	68.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$9.5M		99k	95.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$9.5M	-4%	125k	75.51	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$9.5M	+12%	374k	25.25	View chart
Novartis Sponsored Adr (NVS)	0.1	$9.4M	-3%	60k	156.72	View chart
Entergy Corporation (ETR)	0.1	$9.4M	+10%	82k	114.86	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$9.3M	-25%	159k	58.64	View chart
Altria (MO)	0.1	$9.3M		129k	71.95	View chart
Marsh & McLennan Companies (MRSH)	0.1	$9.3M	-18%	56k	166.67	View chart
Freeport Mcmoran CL B (FCX)	0.1	$9.2M	+59%	147k	62.89	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$9.2M	NEW	182k	50.29	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$9.2M	+11%	378k	24.23	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.1	$9.1M	+14%	153k	59.75	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$9.1M	+279%	49k	185.23	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$9.1M	+11%	374k	24.22	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$9.0M	+4%	146k	61.76	View chart
Booking Holdings (BKNG)	0.1	$9.0M	+2588%	51k	178.24	View chart
Horizon Fds Anfield Universl	0.1	$9.0M	NEW	956k	9.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$9.0M	-10%	104k	86.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$9.0M	+63%	113k	79.03	View chart
At&t (T)	0.1	$9.0M	-11%	433k	20.70	View chart
Cme (CME)	0.1	$8.9M	-4%	40k	220.83	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.1	$8.9M	+15%	113k	78.28	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$8.8M	+3%	331k	26.66	View chart
Sandisk Corp (SNDK)	0.1	$8.7M	+49%	3.8k	2273.73	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$8.7M	-24%	200k	43.48	View chart
Uber Technologies (UBER)	0.1	$8.7M	-2%	120k	72.16	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$8.7M	+3%	73k	118.99	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	0.1	$8.5M	+33%	131k	65.30	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$8.5M	+28%	114k	75.17	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$8.5M	+31%	8.8k	964.96	View chart
Emerson Electric (EMR)	0.1	$8.5M	+6%	60k	143.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$8.5M	-82%	86k	98.98	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$8.5M		195k	43.28	View chart

Past Filings by Atria Investments

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

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
Atria Investments 2022 Q3 filed Nov. 1, 2022

View all past filings

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