Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, OACP, AAPL, AMZN, and represent 10.24% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: VBR (+$31M), VIOV (+$31M), IUSV (+$25M), AGG (+$22M), OAEM (+$21M), OALC (+$21M), BIL (+$20M), VTV (+$18M), SHYG (+$14M), ISCG (+$14M).
- Started 115 new stock positions in MOAT, SPYV, XLG, ABCB, ASX, ESI, APRD, EGP, DECK, BG.
- Reduced shares in these 10 stocks: QQQ (-$47M), IWM (-$13M), BSV (-$12M), PULS (-$12M), EFG (-$10M), EUSB (-$9.9M), , , LONZ (-$6.9M), VGT (-$6.8M).
- Sold out of its positions in Activision Blizzard, COR, ARCC, CAH, CHX, DBND, EW, EXC, FSLR, FTCS.
- Atria Investments was a net buyer of stock by $330M.
- Atria Investments has $6.5B in assets under management (AUM), dropping by 15.09%.
- Central Index Key (CIK): 0001535865
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Atria Investments holds 891 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Atria Investments has 891 total positions. Only the first 250 positions are shown.
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- Download the Atria Investments December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $195M | +7% | 407k | 477.63 |
|
Microsoft Corporation (MSFT) | 2.6 | $165M | +6% | 439k | 375.93 |
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Unified Ser Tr Oneascent Core P (OACP) | 1.8 | $119M | +13% | 5.2M | 22.96 |
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Apple (AAPL) | 1.4 | $92M | 479k | 192.50 |
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Amazon (AMZN) | 1.4 | $91M | +4% | 597k | 151.98 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $83M | 174k | 475.31 |
|
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Unified Ser Tr Oneascent Intl (OAIM) | 1.2 | $78M | +7% | 2.6M | 30.40 |
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Vanguard Index Fds Value Etf (VTV) | 1.0 | $65M | +37% | 436k | 149.50 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $61M | +21% | 139k | 436.80 |
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Vanguard Index Fds Growth Etf (VUG) | 0.9 | $60M | +6% | 193k | 310.88 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $58M | -2% | 1.2M | 47.90 |
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NVIDIA Corporation (NVDA) | 0.9 | $56M | 113k | 495.22 |
|
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $55M | +55% | 598k | 91.39 |
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Unified Ser Tr Oneascent Large (OALC) | 0.8 | $54M | +60% | 2.2M | 24.94 |
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Visa Com Cl A (V) | 0.8 | $49M | +3% | 187k | 260.21 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $47M | +2% | 277k | 170.09 |
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Unified Ser Tr Oneascent Emgrg (OAEM) | 0.7 | $47M | +82% | 1.6M | 29.28 |
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Meta Platforms Cl A (META) | 0.7 | $47M | +3% | 132k | 353.96 |
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Ishares Tr Core Total Usd (IUSB) | 0.7 | $47M | 1.0M | 46.07 |
|
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Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $46M | +2% | 330k | 139.86 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $46M | 122k | 376.87 |
|
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UnitedHealth (UNH) | 0.7 | $44M | 84k | 526.36 |
|
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Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $41M | -23% | 206k | 200.71 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $40M | +4% | 284k | 141.15 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $39M | +4% | 264k | 147.14 |
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Ishares Core Msci Emkt (IEMG) | 0.6 | $39M | +38% | 767k | 50.58 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $38M | 636k | 59.32 |
|
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $37M | +584% | 204k | 179.97 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $36M | +151% | 362k | 99.25 |
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Mastercard Incorporated Cl A (MA) | 0.5 | $35M | +2% | 82k | 426.45 |
|
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $34M | +2% | 574k | 59.66 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.5 | $34M | -11% | 645k | 52.10 |
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Adobe Systems Incorporated (ADBE) | 0.5 | $33M | +3% | 56k | 596.00 |
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Broadcom (AVGO) | 0.5 | $33M | 30k | 1116.26 |
|
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Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $33M | +28% | 474k | 70.35 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.5 | $33M | +279% | 394k | 84.33 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $33M | +26% | 336k | 98.88 |
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Johnson & Johnson (JNJ) | 0.5 | $33M | 207k | 156.74 |
|
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Chevron Corporation (CVX) | 0.5 | $32M | +5% | 213k | 149.15 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.5 | $31M | NEW | 350k | 88.50 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $31M | 87k | 356.62 |
|
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $31M | -8% | 660k | 46.36 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $28M | +103% | 672k | 42.22 |
|
Merck & Co (MRK) | 0.4 | $28M | +3% | 255k | 109.01 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $27M | -8% | 115k | 237.22 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $27M | -15% | 1.3M | 21.18 |
|
Abbvie (ABBV) | 0.4 | $26M | +4% | 165k | 154.92 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $25M | +8% | 72k | 350.71 |
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salesforce (CRM) | 0.4 | $25M | 95k | 263.14 |
|
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Netflix (NFLX) | 0.4 | $25M | -11% | 51k | 486.89 |
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Eli Lilly & Co. (LLY) | 0.4 | $25M | +8% | 42k | 582.56 |
|
Procter & Gamble Company (PG) | 0.4 | $25M | 167k | 146.53 |
|
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $24M | 587k | 41.10 |
|
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $23M | +20% | 233k | 100.27 |
|
Home Depot (HD) | 0.4 | $23M | -6% | 66k | 346.17 |
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Ishares Tr Core Div Grwth (DGRO) | 0.3 | $22M | +154% | 417k | 53.82 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $22M | 438k | 50.47 |
|
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Thermo Fisher Scientific (TMO) | 0.3 | $22M | 41k | 530.74 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $22M | +100% | 285k | 76.38 |
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Tesla Motors (TSLA) | 0.3 | $22M | +4% | 86k | 248.48 |
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Timothy Plan Hig Dv Stk Etf (TPHD) | 0.3 | $21M | +7% | 640k | 33.12 |
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Servicenow (NOW) | 0.3 | $21M | +5% | 30k | 706.49 |
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Oracle Corporation (ORCL) | 0.3 | $20M | +6% | 189k | 105.33 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) | 0.3 | $20M | +40% | 567k | 34.95 |
|
Cisco Systems (CSCO) | 0.3 | $20M | -4% | 386k | 50.51 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $19M | -34% | 199k | 96.85 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $19M | 437k | 43.85 |
|
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Wal-Mart Stores (WMT) | 0.3 | $19M | 120k | 157.64 |
|
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $19M | +43% | 251k | 75.10 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $19M | +12% | 334k | 55.90 |
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Pepsi (PEP) | 0.3 | $19M | 109k | 169.83 |
|
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $19M | -38% | 240k | 77.02 |
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Novo-nordisk A S Adr (NVO) | 0.3 | $19M | +3% | 178k | 103.45 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $18M | +2% | 369k | 49.37 |
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Exxon Mobil Corporation (XOM) | 0.3 | $18M | 182k | 99.96 |
|
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Ishares Tr Mbs Etf (MBB) | 0.3 | $18M | -10% | 193k | 94.08 |
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McDonald's Corporation (MCD) | 0.3 | $18M | 61k | 296.48 |
|
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Lowe's Companies (LOW) | 0.3 | $18M | -2% | 79k | 222.51 |
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Lennar Corp Cl A (LEN) | 0.3 | $18M | +9% | 118k | 148.77 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $18M | +7% | 226k | 77.37 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $17M | +75% | 107k | 157.80 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $17M | -4% | 86k | 192.48 |
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Philip Morris International (PM) | 0.3 | $16M | +11% | 175k | 94.08 |
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Intuit (INTU) | 0.3 | $16M | 26k | 625.03 |
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Abbott Laboratories (ABT) | 0.3 | $16M | +13% | 148k | 110.07 |
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Autodesk (ADSK) | 0.3 | $16M | +9% | 67k | 243.48 |
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Costco Wholesale Corporation (COST) | 0.3 | $16M | -4% | 25k | 659.80 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $16M | +5% | 153k | 104.92 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $16M | -10% | 317k | 50.30 |
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $16M | +37% | 356k | 44.60 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $16M | +594% | 66k | 241.77 |
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Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.2 | $16M | +23% | 380k | 41.62 |
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Zoetis Cl A (ZTS) | 0.2 | $16M | 80k | 197.37 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $15M | +119% | 298k | 51.28 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $15M | +37% | 124k | 122.75 |
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Amgen (AMGN) | 0.2 | $15M | +2% | 53k | 287.95 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $15M | -8% | 107k | 136.38 |
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Eaton Corp SHS (ETN) | 0.2 | $15M | 60k | 240.82 |
|
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Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $14M | NEW | 327k | 44.00 |
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S&p Global (SPGI) | 0.2 | $14M | 32k | 440.52 |
|
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United Parcel Service CL B (UPS) | 0.2 | $14M | -3% | 90k | 157.23 |
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Bank of America Corporation (BAC) | 0.2 | $14M | +9% | 418k | 33.67 |
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Boeing Company (BA) | 0.2 | $14M | 54k | 260.59 |
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Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.2 | $14M | +6% | 542k | 25.88 |
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Union Pacific Corporation (UNP) | 0.2 | $14M | +2% | 57k | 245.59 |
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Honeywell International (HON) | 0.2 | $14M | +3% | 66k | 209.69 |
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Verizon Communications (VZ) | 0.2 | $14M | +11% | 359k | 37.70 |
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Qualcomm (QCOM) | 0.2 | $13M | -4% | 93k | 144.63 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $13M | -6% | 395k | 34.01 |
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Us Bancorp Del Com New (USB) | 0.2 | $13M | +19% | 309k | 43.28 |
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Texas Instruments Incorporated (TXN) | 0.2 | $13M | -11% | 78k | 170.47 |
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Charles Schwab Corporation (SCHW) | 0.2 | $13M | 189k | 68.80 |
|
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ConocoPhillips (COP) | 0.2 | $13M | -3% | 112k | 116.03 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $13M | +40% | 117k | 110.66 |
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International Business Machines (IBM) | 0.2 | $13M | +3% | 79k | 163.53 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $13M | -3% | 61k | 213.33 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $13M | 38k | 337.36 |
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Coca-Cola Company (KO) | 0.2 | $13M | 217k | 58.93 |
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Caterpillar (CAT) | 0.2 | $13M | -2% | 42k | 295.62 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $13M | +2% | 171k | 73.55 |
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Starbucks Corporation (SBUX) | 0.2 | $12M | +5% | 129k | 96.02 |
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Nike CL B (NKE) | 0.2 | $12M | -10% | 114k | 108.69 |
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Citigroup Com New (C) | 0.2 | $12M | +18% | 240k | 51.44 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $12M | +40% | 111k | 110.13 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $12M | 181k | 66.49 |
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BlackRock (BLK) | 0.2 | $12M | -2% | 15k | 811.82 |
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Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.2 | $12M | -18% | 240k | 49.59 |
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TJX Companies (TJX) | 0.2 | $12M | +7% | 127k | 93.77 |
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Marsh & McLennan Companies (MMC) | 0.2 | $12M | +3% | 62k | 189.47 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $12M | 154k | 76.13 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $12M | +22% | 61k | 191.17 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $12M | +10% | 65k | 178.81 |
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Ishares Tr S&p 100 Etf (OEF) | 0.2 | $12M | NEW | 52k | 223.39 |
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Wells Fargo & Company (WFC) | 0.2 | $12M | +23% | 235k | 49.22 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $12M | +39% | 106k | 108.25 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $11M | -28% | 146k | 78.03 |
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First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.2 | $11M | +2% | 569k | 19.74 |
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Northrop Grumman Corporation (NOC) | 0.2 | $11M | +41% | 24k | 468.13 |
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Automatic Data Processing (ADP) | 0.2 | $11M | 47k | 232.74 |
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Parker-Hannifin Corporation (PH) | 0.2 | $11M | +4% | 24k | 460.70 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $11M | -2% | 14k | 756.90 |
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $11M | -25% | 388k | 27.66 |
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PNC Financial Services (PNC) | 0.2 | $11M | +6% | 69k | 154.85 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $11M | -7% | 147k | 72.40 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) | 0.2 | $11M | 333k | 31.79 |
|
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Medtronic SHS (MDT) | 0.2 | $11M | 129k | 82.43 |
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General Dynamics Corporation (GD) | 0.2 | $11M | +11% | 40k | 259.49 |
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Air Products & Chemicals (APD) | 0.2 | $11M | -2% | 38k | 273.80 |
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Linde SHS (LIN) | 0.2 | $10M | -2% | 25k | 410.71 |
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Workday Cl A (WDAY) | 0.2 | $10M | 38k | 276.06 |
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Prologis (PLD) | 0.2 | $10M | -13% | 77k | 133.30 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $10M | 79k | 130.92 |
|
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $10M | -14% | 98k | 104.00 |
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.2 | $10M | +185% | 217k | 46.55 |
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FedEx Corporation (FDX) | 0.2 | $10M | +16% | 40k | 252.97 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $10M | +29% | 93k | 108.41 |
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Palo Alto Networks (PANW) | 0.2 | $10M | +4% | 34k | 294.88 |
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Progressive Corporation (PGR) | 0.2 | $10M | +3% | 63k | 159.28 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.9M | -22% | 36k | 277.15 |
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Southern Company (SO) | 0.2 | $9.8M | +7% | 140k | 70.12 |
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Sherwin-Williams Company (SHW) | 0.2 | $9.8M | 32k | 311.90 |
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Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.2 | $9.8M | +24% | 205k | 47.72 |
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Lockheed Martin Corporation (LMT) | 0.1 | $9.6M | -2% | 21k | 453.17 |
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Walt Disney Company (DIS) | 0.1 | $9.6M | -5% | 107k | 90.39 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $9.5M | -4% | 164k | 57.96 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $9.5M | +59% | 115k | 82.96 |
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Thor Industries (THO) | 0.1 | $9.5M | +13% | 80k | 118.25 |
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Monster Beverage Corp (MNST) | 0.1 | $9.5M | -5% | 164k | 57.61 |
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Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $9.4M | +87% | 327k | 28.78 |
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At&t (T) | 0.1 | $9.4M | +3% | 560k | 16.79 |
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Crown Castle Intl (CCI) | 0.1 | $9.4M | +3% | 81k | 115.19 |
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American Express Company (AXP) | 0.1 | $9.2M | 49k | 187.30 |
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Danaher Corporation (DHR) | 0.1 | $9.1M | +3% | 40k | 231.32 |
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Anthem (ELV) | 0.1 | $9.0M | -2% | 19k | 471.55 |
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General Motors Company (GM) | 0.1 | $9.0M | +3% | 251k | 35.92 |
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Intel Corporation (INTC) | 0.1 | $9.0M | -5% | 179k | 50.26 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $9.0M | +5% | 124k | 72.15 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $8.9M | +61% | 127k | 70.28 |
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Microchip Technology (MCHP) | 0.1 | $8.9M | +9% | 99k | 90.28 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $8.8M | +104% | 53k | 165.25 |
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Chubb (CB) | 0.1 | $8.7M | +35% | 39k | 225.91 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $8.7M | -4% | 21k | 406.88 |
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Paypal Holdings (PYPL) | 0.1 | $8.6M | +2% | 139k | 61.62 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.5M | +14% | 152k | 56.14 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $8.5M | +42% | 113k | 75.35 |
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Booking Holdings (BKNG) | 0.1 | $8.5M | +3% | 2.4k | 3540.79 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $8.5M | +24% | 96k | 88.36 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.5M | -9% | 28k | 303.17 |
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Applied Materials (AMAT) | 0.1 | $8.4M | 52k | 161.99 |
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Ishares Tr Core Msci Total (IXUS) | 0.1 | $8.4M | +6% | 129k | 64.93 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $8.2M | -5% | 38k | 218.15 |
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.1 | $8.2M | NEW | 228k | 35.98 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.2M | -4% | 73k | 111.63 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $8.2M | +14% | 97k | 83.84 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $8.2M | +12% | 113k | 72.03 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $8.1M | -26% | 81k | 99.74 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $8.1M | 69k | 117.13 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $8.1M | +28% | 108k | 74.58 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $8.0M | +2% | 157k | 51.05 |
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Morgan Stanley Com New (MS) | 0.1 | $8.0M | +6% | 86k | 93.25 |
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Trane Technologies SHS (TT) | 0.1 | $8.0M | -9% | 33k | 243.90 |
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American Tower Reit (AMT) | 0.1 | $8.0M | +15% | 37k | 215.88 |
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Magna Intl Inc cl a (MGA) | 0.1 | $7.9M | +10% | 134k | 59.08 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $7.9M | -5% | 156k | 50.36 |
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Gartner (IT) | 0.1 | $7.8M | 17k | 449.23 |
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Nextera Energy (NEE) | 0.1 | $7.6M | +8% | 126k | 60.74 |
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Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.1 | $7.6M | +29% | 352k | 21.62 |
|
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $7.6M | +22% | 70k | 108.26 |
|
CVS Caremark Corporation (CVS) | 0.1 | $7.6M | +8% | 96k | 78.96 |
|
Kla Corp Com New (KLAC) | 0.1 | $7.5M | -6% | 13k | 581.29 |
|
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $7.5M | +88% | 162k | 46.04 |
|
Ishares Msci Emrg Chn (EMXC) | 0.1 | $7.4M | +107% | 134k | 55.41 |
|
Ansys (ANSS) | 0.1 | $7.3M | +12% | 20k | 362.88 |
|
Goldman Sachs (GS) | 0.1 | $7.2M | 19k | 385.72 |
|
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Fiserv (FI) | 0.1 | $7.2M | 54k | 132.84 |
|
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $7.2M | +23% | 113k | 63.33 |
|
Analog Devices (ADI) | 0.1 | $7.1M | +4% | 36k | 198.56 |
|
McKesson Corporation (MCK) | 0.1 | $7.1M | 15k | 462.70 |
|
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $7.1M | -9% | 92k | 77.39 |
|
Pfizer (PFE) | 0.1 | $7.1M | -22% | 245k | 28.79 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $7.0M | +2% | 134k | 51.99 |
|
D.R. Horton (DHI) | 0.1 | $6.9M | +9% | 45k | 151.98 |
|
Liberty Global Com Cl C | 0.1 | $6.9M | NEW | 369k | 18.64 |
|
FactSet Research Systems (FDS) | 0.1 | $6.9M | 14k | 477.06 |
|
|
Williams Companies (WMB) | 0.1 | $6.8M | +8% | 196k | 34.83 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $6.8M | +4% | 94k | 72.66 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $6.8M | +7% | 7.7k | 876.64 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $6.8M | +22% | 70k | 97.04 |
|
Intercontinental Exchange (ICE) | 0.1 | $6.8M | 53k | 128.43 |
|
|
Paychex (PAYX) | 0.1 | $6.8M | 57k | 119.11 |
|
|
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $6.7M | +81% | 153k | 44.02 |
|
Advanced Micro Devices (AMD) | 0.1 | $6.6M | +6% | 45k | 147.41 |
|
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $6.6M | -34% | 262k | 25.14 |
|
Sap Se Spon Adr (SAP) | 0.1 | $6.6M | +4% | 43k | 154.59 |
|
Deere & Company (DE) | 0.1 | $6.6M | -5% | 16k | 399.52 |
|
Roper Industries (ROP) | 0.1 | $6.5M | -9% | 12k | 545.19 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $6.5M | +235% | 318k | 20.45 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $6.4M | +11% | 62k | 104.10 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.1 | $6.4M | +25% | 68k | 94.69 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $6.4M | 66k | 96.39 |
|
|
Lam Research Corporation (LRCX) | 0.1 | $6.4M | -7% | 8.1k | 783.29 |
|
Bristol Myers Squibb (BMY) | 0.1 | $6.3M | -15% | 123k | 51.39 |
|
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $6.3M | -19% | 205k | 30.59 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $6.3M | -7% | 46k | 136.14 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $6.3M | -9% | 36k | 173.89 |
|
Gilead Sciences (GILD) | 0.1 | $6.2M | +5% | 77k | 81.00 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $6.2M | +254% | 37k | 168.54 |
|
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $6.1M | 139k | 44.15 |
|
|
Equinix (EQIX) | 0.1 | $6.1M | 7.6k | 805.39 |
|
|
Synopsys (SNPS) | 0.1 | $6.1M | +3% | 12k | 514.92 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- 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
- Atria Investments 2020 Q2 restated filed Sept. 22, 2020
- Atria Investments 2020 Q2 filed Aug. 13, 2020