Atria Investments
Latest statistics and disclosures from Atria Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, IVV, NVDA, AMZN, OACP, and represent 8.88% of Atria Investments's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$15M), Strategy (+$14M), GBDC (+$13M), IWD (+$13M), SPY (+$12M), FFLC (+$12M), LMBS (+$12M), FIXD (+$11M), CGMS (+$11M), VV (+$10M).
- Started 138 new stock positions in FHN, REZ, SPGM, MDGL, EG, AOR, FLUT, ILCG, GAPR, LMND.
- Reduced shares in these 10 stocks: OAEM (-$19M), IBD (-$17M), SGOV (-$12M), IUSB (-$12M), BIL (-$11M), PSFF (-$11M), USTB (-$9.7M), HELO (-$9.6M), TLT (-$7.8M), FTSM (-$7.5M).
- Sold out of its positions in ACHC, WMS, AEM, AMX, AMTM, COLD, ETHO, ANIK, AM, ANET.
- Atria Investments was a net buyer of stock by $87M.
- Atria Investments has $8.0B in assets under management (AUM), dropping by -0.19%.
- Central Index Key (CIK): 0001535865
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Portfolio Holdings for Atria Investments
Atria Investments holds 1846 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Atria Investments has 1846 total positions. Only the first 250 positions are shown.
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- Download the Atria Investments December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.3 | $182M | 432k | 421.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $160M | 271k | 588.68 |
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| NVIDIA Corporation (NVDA) | 1.6 | $127M | 942k | 134.29 |
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| Amazon (AMZN) | 1.5 | $124M | -4% | 566k | 219.39 |
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| Unified Ser Tr Oneascent Core P (OACP) | 1.5 | $121M | 5.4M | 22.48 |
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| Apple (AAPL) | 1.5 | $118M | +2% | 472k | 250.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $96M | +9% | 178k | 538.81 |
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| Unified Ser Tr Oneascent Intl (OAIM) | 1.0 | $82M | +4% | 2.6M | 32.12 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $82M | +17% | 139k | 586.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $74M | 181k | 410.44 |
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| Meta Platforms Cl A (META) | 0.9 | $73M | +2% | 124k | 585.51 |
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| Unified Ser Tr Oneascent Large (OALC) | 0.9 | $70M | +4% | 2.4M | 29.63 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $70M | -2% | 414k | 169.30 |
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| Broadcom (AVGO) | 0.8 | $64M | -7% | 274k | 231.84 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $63M | 263k | 239.71 |
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| Visa Com Cl A (V) | 0.8 | $63M | 199k | 316.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $60M | 315k | 189.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $58M | -4% | 1.2M | 47.82 |
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| Ishares Tr Core Total Usd (IUSB) | 0.7 | $54M | -18% | 1.2M | 45.20 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $50M | 117k | 425.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $49M | 258k | 190.44 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $47M | 438k | 106.84 |
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| Tesla Motors (TSLA) | 0.6 | $45M | +7% | 112k | 403.84 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $45M | -7% | 445k | 101.53 |
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| Netflix (NFLX) | 0.6 | $45M | 51k | 891.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $45M | -5% | 251k | 178.08 |
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| Oracle Corporation (ORCL) | 0.5 | $44M | +3% | 263k | 166.64 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $43M | 81k | 526.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $42M | +8% | 598k | 70.28 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $40M | -4% | 696k | 58.00 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $40M | -8% | 785k | 51.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $39M | 743k | 52.22 |
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| UnitedHealth (UNH) | 0.5 | $38M | -13% | 75k | 505.86 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $38M | 716k | 52.47 |
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| Eli Lilly & Co. (LLY) | 0.5 | $38M | +5% | 49k | 771.99 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $34M | +10% | 354k | 96.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $33M | -2% | 72k | 453.28 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $33M | -11% | 769k | 42.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $32M | +11% | 110k | 289.81 |
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| Wal-Mart Stores (WMT) | 0.4 | $31M | 345k | 90.35 |
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| Chevron Corporation (CVX) | 0.4 | $31M | 215k | 144.84 |
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| Abbvie (ABBV) | 0.4 | $31M | +2% | 175k | 177.70 |
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| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.4 | $31M | -37% | 1.1M | 29.14 |
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| Procter & Gamble Company (PG) | 0.4 | $30M | 181k | 167.65 |
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| Johnson & Johnson (JNJ) | 0.4 | $30M | 206k | 144.62 |
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| salesforce (CRM) | 0.4 | $30M | +12% | 89k | 334.33 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $29M | +3% | 149k | 197.49 |
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| Home Depot (HD) | 0.4 | $28M | 73k | 388.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $28M | 636k | 44.04 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $28M | +4% | 79k | 351.79 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $27M | -21% | 451k | 59.77 |
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| Servicenow (NOW) | 0.3 | $27M | -5% | 25k | 1060.12 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.3 | $25M | +78% | 584k | 42.97 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $25M | 232k | 107.57 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $24M | +17% | 299k | 80.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $24M | +28% | 104k | 232.52 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $24M | +15% | 125k | 190.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $24M | +77% | 59k | 401.58 |
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| Merck & Co (MRK) | 0.3 | $23M | -9% | 235k | 99.48 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $23M | +20% | 300k | 77.27 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $23M | -11% | 44k | 520.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $23M | +42% | 300k | 75.61 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $23M | +2% | 114k | 198.18 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $22M | +88% | 82k | 269.70 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $22M | -11% | 227k | 96.53 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $22M | -5% | 355k | 61.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $22M | +11% | 90k | 242.13 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $21M | -3% | 48k | 444.68 |
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| Costco Wholesale Corporation (COST) | 0.3 | $21M | -2% | 23k | 916.28 |
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| Automatic Data Processing (ADP) | 0.3 | $21M | +11% | 71k | 292.73 |
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| Bank of America Corporation (BAC) | 0.3 | $21M | +2% | 467k | 43.95 |
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| Ishares Msci Emrg Chn (EMXC) | 0.3 | $20M | 369k | 55.45 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $20M | -16% | 360k | 56.48 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $20M | -4% | 145k | 139.35 |
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| Honeywell International (HON) | 0.2 | $20M | +5% | 87k | 225.89 |
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| Abbott Laboratories (ABT) | 0.2 | $19M | +2% | 168k | 113.11 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $19M | +5% | 89k | 212.41 |
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| TJX Companies (TJX) | 0.2 | $19M | 154k | 120.81 |
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| Cisco Systems (CSCO) | 0.2 | $18M | -3% | 311k | 59.20 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $18M | -2% | 35k | 521.95 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | -5% | 63k | 289.89 |
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| Eaton Corp SHS (ETN) | 0.2 | $18M | +4% | 55k | 331.87 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $18M | +131% | 88k | 206.92 |
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| International Business Machines (IBM) | 0.2 | $18M | 83k | 219.83 |
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| Shopify Cl A (SHOP) | 0.2 | $18M | +6% | 169k | 106.33 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $18M | -5% | 112k | 159.52 |
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| Walt Disney Company (DIS) | 0.2 | $18M | +5% | 160k | 111.35 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $18M | +3% | 518k | 34.13 |
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| Qualcomm (QCOM) | 0.2 | $18M | 115k | 153.62 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $17M | +3% | 27k | 636.03 |
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| Coca-Cola Company (KO) | 0.2 | $17M | -7% | 277k | 62.26 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $17M | -7% | 351k | 49.05 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $17M | +5% | 473k | 35.85 |
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| Intuit (INTU) | 0.2 | $17M | -4% | 27k | 628.49 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $17M | -31% | 193k | 87.33 |
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| Citigroup Com New (C) | 0.2 | $17M | +3% | 239k | 70.39 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $17M | -8% | 60k | 280.06 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.2 | $17M | -50% | 704k | 23.44 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $17M | -4% | 178k | 92.59 |
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| Philip Morris International (PM) | 0.2 | $16M | 135k | 120.35 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $16M | -6% | 175k | 91.68 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $16M | +58% | 329k | 48.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $16M | +11% | 221k | 71.91 |
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| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.2 | $16M | 614k | 25.53 |
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| Zoetis Cl A (ZTS) | 0.2 | $16M | +4% | 96k | 162.93 |
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| Wells Fargo & Company (WFC) | 0.2 | $16M | -6% | 221k | 70.24 |
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| Pepsi (PEP) | 0.2 | $15M | -9% | 102k | 152.06 |
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| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.2 | $15M | +78% | 300k | 51.10 |
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| Blackrock (BLK) | 0.2 | $15M | NEW | 15k | 1025.09 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $15M | -14% | 161k | 93.33 |
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| Golub Capital BDC (GBDC) | 0.2 | $15M | +911% | 983k | 15.16 |
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| American Express Company (AXP) | 0.2 | $15M | +2% | 50k | 296.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $15M | +889% | 79k | 185.13 |
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| S&p Global (SPGI) | 0.2 | $15M | -2% | 29k | 498.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $15M | +4% | 84k | 172.42 |
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| Verizon Communications (VZ) | 0.2 | $15M | -2% | 363k | 39.99 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $15M | +7% | 286k | 50.71 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $14M | -26% | 209k | 68.94 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.2 | $14M | +4% | 244k | 58.64 |
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| Union Pacific Corporation (UNP) | 0.2 | $14M | -2% | 63k | 228.04 |
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| Lowe's Companies (LOW) | 0.2 | $14M | -3% | 57k | 246.80 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $14M | -3% | 375k | 37.53 |
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| PNC Financial Services (PNC) | 0.2 | $14M | 73k | 192.85 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $14M | -32% | 140k | 99.92 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $14M | -12% | 280k | 49.46 |
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| At&t (T) | 0.2 | $14M | 604k | 22.77 |
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| Goldman Sachs (GS) | 0.2 | $14M | +11% | 24k | 572.62 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $14M | +26% | 156k | 87.90 |
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| Strategy Shs Eventide High Di Eventide High Di | 0.2 | $14M | NEW | 552k | 24.72 |
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| Chubb (CB) | 0.2 | $14M | +3% | 49k | 276.30 |
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| Franklin Templeton Etf Tr Us Equity Index (USPX) | 0.2 | $14M | +2% | 264k | 51.34 |
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| Trane Technologies SHS (TT) | 0.2 | $14M | -5% | 37k | 369.35 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $13M | -15% | 156k | 86.02 |
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| Us Bancorp Del Com New (USB) | 0.2 | $13M | 280k | 47.83 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $13M | +5% | 156k | 85.66 |
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| Progressive Corporation (PGR) | 0.2 | $13M | -6% | 55k | 239.61 |
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| Morgan Stanley Com New (MS) | 0.2 | $13M | 105k | 125.72 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $13M | +801% | 270k | 48.67 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $13M | -15% | 55k | 240.28 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $13M | -45% | 141k | 91.43 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $13M | -2% | 68k | 187.51 |
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| Fidelity Covington Trust Fundamental Larg (FFLC) | 0.2 | $13M | +1613% | 274k | 45.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $13M | +265% | 450k | 27.87 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $13M | -6% | 276k | 45.34 |
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| Starbucks Corporation (SBUX) | 0.2 | $13M | -13% | 137k | 91.25 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $13M | +47% | 111k | 112.26 |
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| Linde SHS (LIN) | 0.2 | $13M | -3% | 30k | 418.66 |
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| Lennar Corp Cl A (LEN) | 0.2 | $12M | -2% | 91k | 136.37 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $12M | -2% | 182k | 66.77 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $12M | -25% | 576k | 21.07 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.2 | $12M | +3% | 397k | 30.47 |
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| Workday Cl A (WDAY) | 0.2 | $12M | +5% | 47k | 258.03 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.2 | $12M | -2% | 336k | 36.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $12M | +223% | 443k | 27.32 |
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| General Motors Company (GM) | 0.1 | $12M | +2% | 225k | 53.27 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $12M | +5% | 502k | 23.89 |
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| Sherwin-Williams Company (SHW) | 0.1 | $12M | 35k | 339.93 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $12M | +23% | 276k | 42.92 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $12M | +990% | 435k | 27.28 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $12M | -6% | 158k | 74.73 |
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| Boeing Company (BA) | 0.1 | $12M | 66k | 177.00 |
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| Amgen (AMGN) | 0.1 | $12M | -5% | 45k | 260.64 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $11M | +9% | 24k | 485.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $11M | +178% | 52k | 220.96 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.1 | $11M | -13% | 205k | 54.96 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $11M | +12% | 223k | 50.47 |
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| Ishares Tr Ultra Short-term (ICSH) | 0.1 | $11M | +27% | 223k | 50.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $11M | +109% | 607k | 18.50 |
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| Caterpillar (CAT) | 0.1 | $11M | -9% | 31k | 362.76 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $11M | +12% | 373k | 29.86 |
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| Analog Devices (ADI) | 0.1 | $11M | +6% | 52k | 212.46 |
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| Palo Alto Networks (PANW) | 0.1 | $11M | +98% | 60k | 181.96 |
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| Nextera Energy (NEE) | 0.1 | $11M | -2% | 153k | 71.69 |
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| Autodesk (ADSK) | 0.1 | $11M | -2% | 37k | 295.57 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $11M | 100k | 106.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $11M | +3% | 77k | 137.57 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $11M | -3% | 457k | 22.98 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $10M | -10% | 141k | 74.01 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $10M | -32% | 112k | 92.73 |
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| Bristol Myers Squibb (BMY) | 0.1 | $10M | +43% | 183k | 56.56 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $10M | +18% | 17k | 621.81 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $10M | +34% | 180k | 57.41 |
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| Fiserv (FI) | 0.1 | $10M | -2% | 50k | 205.42 |
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| Booking Holdings (BKNG) | 0.1 | $10M | -13% | 2.0k | 4968.70 |
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| Aim Etf Products Trust Allianzim Eq Buf (JULU) | 0.1 | $10M | 381k | 26.48 |
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| Southern Company (SO) | 0.1 | $10M | -3% | 122k | 82.32 |
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| Msci (MSCI) | 0.1 | $10M | -3% | 17k | 600.01 |
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| Monster Beverage Corp (MNST) | 0.1 | $10M | 190k | 52.56 |
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| General Dynamics Corporation (GD) | 0.1 | $9.9M | -7% | 38k | 263.49 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $9.9M | -11% | 44k | 224.35 |
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| ConocoPhillips (COP) | 0.1 | $9.6M | -7% | 97k | 99.17 |
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| Paypal Holdings (PYPL) | 0.1 | $9.6M | +4% | 113k | 85.35 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $9.6M | -20% | 192k | 50.13 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $9.6M | 20k | 469.28 |
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| Stryker Corporation (SYK) | 0.1 | $9.6M | +11% | 27k | 360.05 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $9.5M | -2% | 153k | 62.31 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $9.4M | +7% | 160k | 58.93 |
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| Air Products & Chemicals (APD) | 0.1 | $9.4M | -8% | 32k | 290.04 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $9.3M | +34% | 101k | 92.45 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $9.3M | +18% | 207k | 44.87 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $9.3M | +348% | 44k | 210.45 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $9.2M | +112% | 161k | 57.53 |
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| Medtronic SHS (MDT) | 0.1 | $9.2M | -5% | 115k | 79.88 |
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| Ecolab (ECL) | 0.1 | $9.0M | 38k | 234.32 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.1 | $8.9M | +344% | 165k | 54.31 |
|
| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.1 | $8.9M | 424k | 21.09 |
|
|
| Danaher Corporation (DHR) | 0.1 | $8.9M | -6% | 39k | 229.55 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $8.9M | -9% | 134k | 66.14 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $8.9M | -8% | 117k | 75.69 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $8.8M | +7% | 130k | 67.88 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $8.8M | -3% | 169k | 52.02 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $8.8M | +50% | 113k | 78.01 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $8.7M | 31k | 283.85 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $8.6M | -8% | 13k | 693.09 |
|
| United Parcel Service CL B (UPS) | 0.1 | $8.6M | -2% | 68k | 126.10 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $8.6M | 205k | 41.79 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $8.5M | +6% | 173k | 49.16 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $8.5M | -26% | 4.3k | 1990.93 |
|
| Ameriprise Financial (AMP) | 0.1 | $8.5M | +7% | 16k | 532.43 |
|
| Arista Networks Com Shs | 0.1 | $8.5M | NEW | 77k | 110.53 |
|
| Prologis (PLD) | 0.1 | $8.5M | -23% | 80k | 105.70 |
|
| Thor Industries (THO) | 0.1 | $8.5M | 88k | 95.71 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $8.4M | +9% | 34k | 246.21 |
|
| D.R. Horton (DHI) | 0.1 | $8.4M | +2% | 60k | 139.82 |
|
| FedEx Corporation (FDX) | 0.1 | $8.4M | -15% | 30k | 281.33 |
|
| Unified Ser Tr Oneascent Small (OASC) | 0.1 | $8.4M | +54% | 308k | 27.18 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $8.3M | +206% | 357k | 23.18 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $8.2M | +9% | 165k | 49.94 |
|
| Dollar General (DG) | 0.1 | $8.2M | +541% | 108k | 75.82 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $8.1M | +1105% | 125k | 65.08 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $7.9M | -60% | 79k | 100.32 |
|
| Gartner (IT) | 0.1 | $7.9M | -13% | 16k | 484.47 |
|
| Liberty Global Com Cl C (LBTYK) | 0.1 | $7.8M | +34% | 597k | 13.14 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $7.8M | +435% | 370k | 21.16 |
|
| Capital One Financial (COF) | 0.1 | $7.7M | +5% | 44k | 178.32 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $7.7M | 151k | 51.14 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $7.6M | 60k | 127.59 |
|
|
| Equinix (EQIX) | 0.1 | $7.6M | -4% | 8.1k | 942.85 |
|
| Rollins (ROL) | 0.1 | $7.6M | 164k | 46.35 |
|
|
| American Electric Power Company (AEP) | 0.1 | $7.6M | +9% | 82k | 92.23 |
|
| Williams Companies (WMB) | 0.1 | $7.6M | -4% | 140k | 54.12 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.1 | $7.5M | +8% | 280k | 26.95 |
|
| Intercontinental Exchange (ICE) | 0.1 | $7.5M | -5% | 51k | 149.01 |
|
| FactSet Research Systems (FDS) | 0.1 | $7.5M | 16k | 480.27 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $7.5M | +27% | 105k | 71.43 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $7.5M | -7% | 19k | 402.70 |
|
| Paychex (PAYX) | 0.1 | $7.5M | -4% | 53k | 140.22 |
|
| Kkr & Co (KKR) | 0.1 | $7.5M | +11% | 51k | 147.91 |
|
| Applied Materials (AMAT) | 0.1 | $7.4M | +4% | 46k | 162.63 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $7.4M | +3% | 16k | 464.14 |
|
Past Filings by Atria Investments
SEC 13F filings are viewable for Atria Investments going back to 2011
- 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
- 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