Atria Investments, Inc Q1 2021 Filing

Filed May 11, 2021

Portfolio Value

$4.5T

Holdings

702

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (702 positions)

#StockSharesValue% PortfolioType
101
ABBVABBVIE INC
95,283$10.3B0.23%
102
UPSUNITED PARCEL SERVICE INC
60,111$10.2B0.23%
103
CATCATERPILLAR INC
44,008$10.2B0.23%
104
ZTSZOETIS INC
62,816$9.9B0.22%
105
SHWSHERWIN WILLIAMS CO
13,315$9.8B0.22%
106
ABTABBOTT LABS
81,712$9.8B0.22%
107
USMVISHARES TR
140,877$9.7B0.22%
108
VOXVANGUARD WORLD FDS
74,177$9.6B0.21%
109
SGOLABERDEEN STD GOLD ETF TR
587,293$9.6B0.21%
110
SPDWSPDR INDEX SHS FDS
270,509$9.6B0.21%
111
IXNISHARES TR
31,050$9.6B0.21%
112
WMTWALMART INC
70,332$9.6B0.21%
113
AOKISHARES TR
244,379$9.4B0.21%
114
VFHVANGUARD WORLD FDS
109,836$9.3B0.21%
115
LMTLOCKHEED MARTIN CORP
25,066$9.3B0.21%
116
XLISELECT SECTOR SPDR TR
93,462$9.2B0.20%
117
BLVVANGUARD BD INDEX FDS
91,758$9.0B0.20%
118
BIVVANGUARD BD INDEX FDS
101,461$9.0B0.20%
119
DHRDANAHER CORPORATION
39,978$9.0B0.20%
120
FDXFEDEX CORP
30,937$8.8B0.19%
121
INTCINTEL CORP
136,733$8.8B0.19%
122
AMGNAMGEN INC
35,097$8.7B0.19%
123
SPGIS&P GLOBAL INC
24,365$8.6B0.19%
124
ASMLASML HOLDING N V
13,874$8.6B0.19%
125
BABOEING CO
33,490$8.5B0.19%
126
HDEFDBX ETF TR
355,797$8.5B0.19%
127
IEFISHARES TR
75,070$8.5B0.19%
128
AKXANSYS INC
24,573$8.3B0.18%
129
HONHONEYWELL INTL INC
38,268$8.3B0.18%
130
MOALTRIA GROUP INC
161,561$8.3B0.18%
131
VBVANGUARD INDEX FDS
38,127$8.2B0.18%
132
NFLXNETFLIX INC
15,512$8.1B0.18%
133
BACBK OF AMERICA CORP
208,289$8.1B0.18%
134
MNSTMONSTER BEVERAGE CORP NEW
87,492$8.0B0.18%
135
PFEPFIZER INC
213,626$7.7B0.17%
136
KOCOCA COLA CO
146,543$7.7B0.17%
137
AMTAMERICAN TOWER CORP NEW
32,038$7.7B0.17%
138
NEENEXTERA ENERGY INC
99,154$7.5B0.17%
139
MBBISHARES TR
68,334$7.4B0.16%
140
VDCVANGUARD WORLD FDS
41,550$7.4B0.16%
141
UCONFIRST TR EXCHNG TRADED FD VI
274,684$7.3B0.16%
142
DGDOLLAR GEN CORP NEW
36,022$7.3B0.16%
143
XOMEXXON MOBIL CORP
130,088$7.3B0.16%
144
TSLATESLA INC
10,817$7.2B0.16%
145
XLESELECT SECTOR SPDR TR
146,945$7.2B0.16%
146
UNPUNION PAC CORP
32,492$7.2B0.16%
147
NVSNNOVARTIS AG
83,627$7.1B0.16%
148
RSPINVESCO EXCHANGE TRADED FD T
50,179$7.1B0.16%
149
NKENIKE INC
53,377$7.1B0.16%
150
TTTRANE TECHNOLOGIES PLC
42,726$7.1B0.16%
151
VCRVANGUARD WORLD FDS
23,622$7.0B0.15%
152
TAT&T INC
230,216$7.0B0.15%
153
IHIISHARES TR
21,054$7.0B0.15%
154
MCDMCDONALDS CORP
30,773$6.9B0.15%
155
RPVINVESCO EXCHANGE TRADED FD T
93,001$6.9B0.15%
156
ARKKARK ETF TR
57,364$6.9B0.15%
157
IYEISHARES TR
260,090$6.8B0.15%
158
RSPTINVESCO EXCHANGE TRADED FD T
25,253$6.8B0.15%
159
OLLIOLLIES BARGAIN OUTLET HLDGS
77,789$6.8B0.15%
160
CVSCVS HEALTH CORP
89,594$6.7B0.15%
161
INTUINTUIT
17,336$6.6B0.15%
162
ILMNILLUMINA INC
17,134$6.6B0.15%
163
ICSHISHARES TR
129,604$6.5B0.14%
164
LINLINDE PLC
23,374$6.5B0.14%
165
VBRVANGUARD INDEX FDS
39,107$6.5B0.14%
166
DEODIAGEO PLC
39,374$6.5B0.14%
167
XLFISELECT SECTOR SPDR TR
93,920$6.4B0.14%
168
ROPROPER TECHNOLOGIES INC
15,886$6.4B0.14%
169
IWMISHARES TR
28,869$6.4B0.14%
170
TRVCCITIGROUP INC
87,062$6.3B0.14%
171
FALNISHARES TR
214,549$6.3B0.14%
172
NXPINXP SEMICONDUCTORS N V
30,604$6.2B0.14%
173
APDAIR PRODS & CHEMS INC
21,754$6.1B0.14%
174
PAYXPAYCHEX INC
61,998$6.1B0.13%
175
BMYBRISTOL-MYERS SQUIBB CO
96,116$6.1B0.13%
176
XLRESELECT SECTOR SPDR TR
153,550$6.1B0.13%
177
VXUSVANGUARD STAR FDS
96,688$6.1B0.13%
178
VXFVANGUARD INDEX FDS
34,223$6.1B0.13%
179
KMBKIMBERLY-CLARK CORP
43,524$6.1B0.13%
180
PNCPNC FINL SVCS GROUP INC
34,347$6.0B0.13%
181
FOXFFOX FACTORY HLDG CORP
47,422$6.0B0.13%
182
VISVANGUARD WORLD FDS
31,820$6.0B0.13%
183
FISVFISERV INC
50,092$6.0B0.13%
184
EXPDEXPEDITORS INTL WASH INC
55,069$5.9B0.13%
185
FISFIDELITY NATL INFORMATION SV
42,164$5.9B0.13%
186
GQ9SPDR GOLD TR
37,034$5.9B0.13%
187
RTXRAYTHEON TECHNOLOGIES CORP
76,540$5.9B0.13%
188
HYLBDBX ETF TR
117,491$5.9B0.13%
189
FDSFACTSET RESH SYS INC
18,570$5.7B0.13%
190
CLCOLGATE PALMOLIVE CO
71,603$5.6B0.12%
191
AMCRAMCOR PLC
479,576$5.6B0.12%
192
KRANESHARES TR
181,058$5.6B0.12%
193
LLYLILLY ELI & CO
29,724$5.6B0.12%
194
DDOMINION ENERGY INC
72,894$5.5B0.12%
195
NVONOVO-NORDISK A S
81,009$5.5B0.12%
196
ABGAMERISOURCEBERGEN CORP
46,252$5.5B0.12%
197
NOWSERVICENOW INC
10,837$5.4B0.12%
198
GLDM1USDWORLD GOLD TR
318,140$5.4B0.12%
199
SCHDSCHWAB STRATEGIC TR
73,808$5.4B0.12%
200
BILLBILL COM HLDGS INC
36,993$5.4B0.12%
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