Atria Investments

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

Tip: Access up to 7 years of quarterly data

Positions held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Atria Investments

Atria Investments holds 810 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Atria Investments has 810 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) 2.4 $126M -12% 306k 411.08
 View chart
Microsoft Corporation (MSFT) 2.2 $118M 408k 288.25
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $111M 1.5M 76.49
 View chart
Unified Ser Tr Oneascent Core P (OACP) 1.9 $100M 4.3M 23.08
 View chart
Unified Ser Tr Oneascent Intl (OAIM) 1.6 $82M +43% 2.8M 29.50
 View chart
Apple (AAPL) 1.5 $77M +12% 465k 164.88
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $66M -11% 161k 409.39
 View chart
Amazon (AMZN) 1.0 $53M +36% 510k 103.33
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $51M +3% 1.1M 45.17
 View chart
Vanguard Index Fds Value Etf (VTV) 0.9 $47M -4% 338k 138.11
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.9 $46M +8% 185k 249.44
 View chart
Ishares Tr Core Total Usd (IUSB) 0.9 $46M +25% 986k 46.15
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $44M +8% 138k 320.93
 View chart
Ishares Tr Short Treas Bd (SHV) 0.8 $44M +6% 399k 110.50
 View chart

Setup an alert

Atria Investments will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $43M 727k 58.54
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $42M +9% 127k 332.62
 View chart
UnitedHealth (UNH) 0.7 $38M 81k 472.51
 View chart
Visa Com Cl A (V) 0.7 $37M -2% 166k 225.42
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $35M +12% 92k 376.07
 View chart
NVIDIA Corporation (NVDA) 0.6 $34M +6% 123k 277.77
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $33M +7% 317k 103.91
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $33M -10% 355k 91.82
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $32M +1228% 260k 124.07
 View chart
Johnson & Johnson (JNJ) 0.6 $31M 200k 155.00
 View chart
Chevron Corporation (CVX) 0.6 $30M -2% 186k 163.14
 View chart
JPMorgan Chase & Co. (JPM) 0.6 $30M +4% 230k 130.32
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $30M +52% 319k 93.68
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $30M NEW 294k 100.58
 View chart
Unified Ser Tr Oneascent Large (OALC) 0.5 $29M -46% 1.3M 22.08
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $29M +26% 480k 59.51
 View chart
Ishares Core Msci Emkt (IEMG) 0.5 $28M +124% 566k 48.79
 View chart
Mastercard Incorporated Cl A (MA) 0.5 $27M 74k 363.40
 View chart
Meta Platforms Cl A (META) 0.5 $26M +9% 124k 211.94
 View chart
Abbvie (ABBV) 0.5 $26M +7% 163k 159.31
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $26M +3% 556k 46.55
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.5 $26M +17% 245k 104.26
 View chart
Procter & Gamble Company (PG) 0.5 $25M +6% 168k 148.68
 View chart
Merck & Co (MRK) 0.5 $25M -5% 232k 106.38
 View chart
Unified Ser Tr Oneascent Emgrg (OAEM) 0.5 $25M +10% 866k 28.49
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $24M +2% 78k 308.74
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $24M +372% 242k 99.12
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.4 $24M -19% 489k 48.53
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.4 $23M -3% 342k 66.85
 View chart
Cisco Systems (CSCO) 0.4 $23M +2% 436k 52.27
 View chart
Broadcom (AVGO) 0.4 $23M 35k 641.55
 View chart
Ishares Tr Mbs Etf (MBB) 0.4 $22M +19% 235k 94.73
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $22M +21% 544k 40.40
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $21M +28% 198k 106.37
 View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.4 $21M +30% 424k 49.30
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $21M NEW 643k 32.12
 View chart
Home Depot (HD) 0.4 $20M +4% 69k 294.99
 View chart
Thermo Fisher Scientific (TMO) 0.4 $20M +2% 34k 576.28
 View chart
United Parcel Service CL B (UPS) 0.4 $20M +2% 102k 193.98
 View chart
Pepsi (PEP) 0.4 $20M 108k 182.28
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $20M +801% 317k 61.95
 View chart
Texas Instruments Incorporated (TXN) 0.4 $20M 105k 185.99
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $19M -56% 214k 90.45
 View chart
Adobe Systems Incorporated (ADBE) 0.4 $19M +5% 48k 385.82
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $18M -25% 87k 204.10
 View chart
salesforce (CRM) 0.3 $18M +40% 89k 199.78
 View chart
McDonald's Corporation (MCD) 0.3 $18M +12% 63k 279.59
 View chart
Oracle Corporation (ORCL) 0.3 $18M +2% 189k 92.85
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.3 $17M +10% 61k 285.74
 View chart
Netflix (NFLX) 0.3 $17M +13% 50k 345.51
 View chart
Exxon Mobil Corporation (XOM) 0.3 $17M +2% 155k 109.63
 View chart
Lowe's Companies (LOW) 0.3 $17M +3% 84k 199.95
 View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.3 $17M NEW 620k 26.96
 View chart
Comcast Corp Cl A (CMCSA) 0.3 $16M +6% 426k 37.91
 View chart
Wal-Mart Stores (WMT) 0.3 $16M +13% 109k 147.45
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $16M 327k 48.92
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $16M -6% 123k 129.46
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $16M +12% 681k 23.38
 View chart
Tesla Motors (TSLA) 0.3 $16M +94% 76k 207.46
 View chart
Select Sector Spdr Tr Technology (XLK) 0.3 $16M +2% 105k 151.01
 View chart
Coca-Cola Company (KO) 0.3 $15M 243k 62.03
 View chart
Nike CL B (NKE) 0.3 $15M +2% 122k 122.69
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $15M -21% 151k 99.64
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $15M +5% 313k 46.95
 View chart
Eli Lilly & Co. (LLY) 0.3 $14M -5% 42k 343.28
 View chart
Philip Morris International (PM) 0.3 $14M +8% 148k 97.25
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $14M +54% 197k 72.74
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $14M -10% 188k 76.23
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.3 $14M +33% 152k 92.81
 View chart
Starbucks Corporation (SBUX) 0.3 $14M -2% 134k 104.12
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $14M +56% 187k 73.16
 View chart
Verizon Communications (VZ) 0.3 $13M +6% 342k 38.89
 View chart
Crown Castle Intl (CCI) 0.2 $13M +2% 99k 133.84
 View chart
First Tr Exchange-traded Dorsey Wright (FVC) 0.2 $13M -5% 394k 32.98
 View chart
Costco Wholesale Corporation (COST) 0.2 $13M +4% 26k 496.74
 View chart
Autodesk (ADSK) 0.2 $13M +8% 61k 208.16
 View chart
Zoetis Cl A (ZTS) 0.2 $13M +4% 75k 166.44
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.2 $13M +196% 124k 101.02
 View chart
Abbott Laboratories (ABT) 0.2 $12M +7% 122k 101.26
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $12M +226% 117k 105.50
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $12M +38% 65k 189.56
 View chart
Novo-nordisk A S Adr (NVO) 0.2 $12M -2% 77k 159.14
 View chart
Victory Portfolios Ii Vctryshs Usaa Cr (USTB) 0.2 $12M +400% 247k 49.05
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $12M +126% 147k 82.16
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $12M NEW 119k 100.14
 View chart
Boeing Company (BA) 0.2 $12M +2% 56k 212.43
 View chart
Honeywell International (HON) 0.2 $12M +5% 62k 191.17
 View chart
Pfizer (PFE) 0.2 $12M +2% 291k 40.80
 View chart
Air Products & Chemicals (APD) 0.2 $12M +22% 41k 287.21
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $12M +13% 156k 73.83
 View chart
Mondelez Intl Cl A (MDLZ) 0.2 $12M +3% 165k 69.70
 View chart
Walt Disney Company (DIS) 0.2 $11M +24% 110k 100.21
 View chart
Bank of America Corporation (BAC) 0.2 $11M +22% 381k 28.61
 View chart
BlackRock (BLK) 0.2 $11M 16k 669.10
 View chart
Raytheon Technologies Corp (RTX) 0.2 $11M +10% 109k 97.92
 View chart
ConocoPhillips (COP) 0.2 $11M -11% 108k 99.18
 View chart
Bristol Myers Squibb (BMY) 0.2 $11M +14% 153k 69.25
 View chart
Servicenow (NOW) 0.2 $11M +15% 23k 464.72
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $11M -41% 252k 41.68
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $11M -5% 211k 49.51
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $10M +41% 112k 93.02
 View chart
First Tr Value Line Divid In SHS (FVD) 0.2 $10M +22% 259k 40.16
 View chart
Monster Beverage Corp (MNST) 0.2 $10M +103% 191k 54.01
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.2 $10M 331k 30.89
 View chart
Qualcomm (QCOM) 0.2 $10M +4% 80k 127.59
 View chart
Intuitive Surgical Com New (ISRG) 0.2 $10M +24% 40k 255.47
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.2 $10M +27% 203k 50.25
 View chart
S&p Global (SPGI) 0.2 $10M +3% 30k 344.77
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $10M +16% 88k 114.54
 View chart
FedEx Corporation (FDX) 0.2 $10M +2% 44k 228.49
 View chart
Marsh & McLennan Companies (MMC) 0.2 $10M +6% 60k 166.55
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $10M +21% 85k 117.65
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $9.9M +23% 336k 29.63
 View chart
Target Corporation (TGT) 0.2 $9.9M -3% 60k 165.64
 View chart
Lennar Corp Cl A (LEN) 0.2 $9.9M -5% 94k 105.00
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.2 $9.8M +9% 15k 680.72
 View chart
Deere & Company (DE) 0.2 $9.8M +6% 24k 412.59
 View chart
Union Pacific Corporation (UNP) 0.2 $9.8M 49k 201.27
 View chart
Eaton Corp SHS (ETN) 0.2 $9.7M +6% 57k 171.34
 View chart
Medtronic SHS (MDT) 0.2 $9.7M +18% 120k 80.67
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.2 $9.6M NEW 308k 31.22
 View chart
Lockheed Martin Corporation (LMT) 0.2 $9.6M 20k 472.63
 View chart
Northrop Grumman Corporation (NOC) 0.2 $9.5M -4% 21k 461.73
 View chart
Caterpillar (CAT) 0.2 $9.5M +3% 42k 228.84
 View chart
International Business Machines (IBM) 0.2 $9.5M 72k 131.09
 View chart
Prologis (PLD) 0.2 $9.4M +27% 75k 124.77
 View chart
Nextera Energy (NEE) 0.2 $9.4M -14% 122k 77.08
 View chart
Progressive Corporation (PGR) 0.2 $9.3M +9% 65k 143.06
 View chart
Automatic Data Processing (ADP) 0.2 $9.3M 42k 222.42
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $9.2M -36% 266k 34.80
 View chart
Dollar General (DG) 0.2 $9.2M +3% 44k 210.40
 View chart
Intuit (INTU) 0.2 $9.2M +23% 21k 445.82
 View chart
Linde SHS 0.2 $9.1M NEW 26k 355.44
 View chart
Amgen (AMGN) 0.2 $9.0M -9% 37k 241.73
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $9.0M +102% 199k 45.06
 View chart
Citigroup Com New (C) 0.2 $8.8M +7% 188k 46.90
 View chart
Us Bancorp Del Com New (USB) 0.2 $8.7M -7% 241k 36.05
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $8.7M +10% 171k 50.59
 View chart
Anthem (ELV) 0.2 $8.7M 19k 459.80
 View chart
At&t (T) 0.2 $8.6M +21% 448k 19.26
 View chart
Paypal Holdings (PYPL) 0.2 $8.5M +26% 112k 76.18
 View chart
Southern Company (SO) 0.2 $8.5M +17% 123k 69.58
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $8.5M -3% 345k 24.52
 View chart
Starboard Invt Tr Rh Hedged Multi (AMAX) 0.2 $8.2M -3% 1.1M 7.76
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $8.2M +13% 161k 50.66
 View chart
Danaher Corporation (DHR) 0.2 $8.1M 32k 251.95
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $8.1M -46% 91k 88.77
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $8.0M +18% 167k 48.15
 View chart
CVS Caremark Corporation (CVS) 0.1 $7.9M -7% 107k 74.31
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $7.9M -58% 157k 50.32
 View chart
Analog Devices (ADI) 0.1 $7.7M -4% 39k 197.22
 View chart
AmerisourceBergen (ABC) 0.1 $7.7M +8% 48k 160.07
 View chart
PNC Financial Services (PNC) 0.1 $7.7M +11% 61k 127.10
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $7.7M +50% 93k 82.83
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $7.6M +17% 41k 186.81
 View chart
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $7.6M -17% 250k 30.43
 View chart
General Dynamics Corporation (GD) 0.1 $7.6M 33k 228.07
 View chart
Ishares Tr Core Msci Total (IXUS) 0.1 $7.6M -9% 122k 61.95
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $7.6M -4% 101k 74.71
 View chart
Microchip Technology (MCHP) 0.1 $7.5M +16% 90k 83.90
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.4M +48% 110k 67.69
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $7.4M +4% 67k 109.61
 View chart
TJX Companies (TJX) 0.1 $7.3M +6% 93k 78.34
 View chart
Palo Alto Networks (PANW) 0.1 $7.2M +17% 36k 199.74
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $7.2M +9% 202k 35.50
 View chart
General Motors Company (GM) 0.1 $7.1M 194k 36.68
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $7.1M -4% 93k 76.74
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $7.1M -43% 73k 96.70
 View chart
Diageo Spon Adr New (DEO) 0.1 $7.0M +3% 39k 181.16
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $7.0M -13% 147k 47.82
 View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.1 $7.0M NEW 229k 30.68
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $7.0M +17% 80k 87.84
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $7.0M -15% 138k 50.54
 View chart
Wells Fargo & Company (WFC) 0.1 $6.9M +18% 185k 37.38
 View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $6.9M +32% 70k 99.61
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $6.9M -10% 93k 73.78
 View chart
Parker-Hannifin Corporation (PH) 0.1 $6.9M +9% 20k 336.11
 View chart
Trane Technologies SHS (TT) 0.1 $6.8M +5% 37k 183.98
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $6.8M -33% 43k 158.76
 View chart
Charles Schwab Corporation (SCHW) 0.1 $6.8M +19% 129k 52.38
 View chart
Paychex (PAYX) 0.1 $6.8M 59k 114.59
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $6.7M -22% 21k 315.07
 View chart
Morgan Stanley Com New (MS) 0.1 $6.7M +46% 77k 87.80
 View chart
Gilead Sciences (GILD) 0.1 $6.7M -29% 81k 82.96
 View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $6.7M -36% 268k 24.84
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.6M -13% 123k 53.47
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $6.5M +3% 8.0k 820.29
 View chart
American Express Company (AXP) 0.1 $6.5M -10% 39k 164.92
 View chart
Illumina (ILMN) 0.1 $6.5M +31% 28k 232.55
 View chart
Chubb (CB) 0.1 $6.5M 33k 194.13
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $6.4M +10% 117k 55.21
 View chart
Duke Energy Corp Com New (DUK) 0.1 $6.4M +2% 66k 96.47
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $6.3M +49% 44k 144.62
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $6.3M +6% 79k 80.22
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $6.2M +307% 167k 37.38
 View chart
Sherwin-Williams Company (SHW) 0.1 $6.2M +5% 28k 224.77
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $6.1M +11% 29k 210.92
 View chart
Cigna Corp (CI) 0.1 $6.1M 24k 255.53
 View chart
W.W. Grainger (GWW) 0.1 $6.1M +3% 8.9k 688.82
 View chart
Valero Energy Corporation (VLO) 0.1 $6.1M -6% 44k 139.60
 View chart
AutoZone (AZO) 0.1 $6.1M -3% 2.5k 2458.15
 View chart
Goldman Sachs (GS) 0.1 $6.0M 19k 327.10
 View chart
Fiserv (FISV) 0.1 $6.0M 53k 113.03
 View chart
FactSet Research Systems (FDS) 0.1 $6.0M 14k 415.09
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $5.9M 78k 76.64
 View chart
Fidelity National Information Services (FIS) 0.1 $5.9M +4% 108k 54.33
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $5.9M +339% 29k 204.51
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $5.9M +455% 51k 115.08
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $5.9M +17% 32k 183.22
 View chart
Booking Holdings (BKNG) 0.1 $5.8M +8% 2.2k 2650.67
 View chart
Roper Industries (ROP) 0.1 $5.8M 13k 440.71
 View chart
Ansys (ANSS) 0.1 $5.8M +2% 17k 332.80
 View chart
Ishares U S Etf Tr Inflation Hedg (LQDI) 0.1 $5.7M 217k 26.21
 View chart
American Tower Reit (AMT) 0.1 $5.7M -8% 28k 204.34
 View chart
Kla Corp Com New (KLAC) 0.1 $5.7M 14k 399.18
 View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $5.6M 93k 60.62
 View chart
Liberty Global SHS CL C (LBTYK) 0.1 $5.6M 274k 20.38
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $5.5M -10% 56k 99.23
 View chart
Select Sector Spdr Tr Communication (XLC) 0.1 $5.5M -5% 95k 57.97
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $5.5M +6% 80k 69.41
 View chart
Altria (MO) 0.1 $5.5M +4% 123k 44.62
 View chart
SYSCO Corporation (SYY) 0.1 $5.5M +8% 71k 77.23
 View chart
Dominion Resources (D) 0.1 $5.5M +5% 98k 55.91
 View chart
Lam Research Corporation (LRCX) 0.1 $5.4M +37% 10k 530.11
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $5.4M -22% 41k 134.07
 View chart
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $5.4M +124% 125k 43.23
 View chart
Vodafone Group Sponsored Adr (VOD) 0.1 $5.4M -5% 489k 11.04
 View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $5.4M 79k 67.82
 View chart
Truist Financial Corp equities (TFC) 0.1 $5.4M 158k 34.10
 View chart
Magna Intl Inc cl a (MGA) 0.1 $5.4M +3% 100k 53.57
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $5.4M -44% 127k 42.21
 View chart
Wec Energy Group (WEC) 0.1 $5.3M -2% 56k 94.79
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.1 $5.3M 164k 32.42
 View chart
Ea Series Trust Gadsdn Dyn Mlt (GDMA) 0.1 $5.3M +10% 180k 29.42
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $5.3M -52% 255k 20.80
 View chart
Intercontinental Exchange (ICE) 0.1 $5.3M 51k 104.29
 View chart

Past Filings by Atria Investments

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

View all past filings