Atria Investments, Inc Q1 2023 Filing

Filed May 10, 2023

Portfolio Value

$5282.9T

Holdings

810

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (810 positions)

#StockSharesValue% PortfolioType
101
HONHONEYWELL INTL INC
62,172$11.9T0.22%
102
PFEPFIZER INC
290,618$11.9T0.22%
103
APDAIR PRODS & CHEMS INC
40,855$11.7T0.22%
104
BNDVANGUARD BD INDEX FDS
156,208$11.5T0.22%
105
MDLZMONDELEZ INTL INC
165,448$11.5T0.22%
106
DISDISNEY WALT CO
109,816$11.0T0.21%
107
BACBANK AMERICA CORP
380,685$10.9T0.21%
108
BLKCHFBLACKROCK INC
16,068$10.8T0.20%
109
RTXRAYTHEON TECHNOLOGIES CORP
108,978$10.7T0.20%
110
COPCONOCOPHILLIPS
107,576$10.7T0.20%
111
BMYBRISTOL-MYERS SQUIBB CO
152,877$10.6T0.20%
112
NOWSERVICENOW INC
22,590$10.5T0.20%
113
SHYGISHARES TR
251,704$10.5T0.20%
114
JAAAJANUS DETROIT STR TR
211,335$10.5T0.20%
115
TSMTAIWAN SEMICONDUCTOR MFG LTD
112,309$10.4T0.20%
116
FVDFIRST TR VALUE LINE DIVID IN
258,870$10.4T0.20%
117
MNSTMONSTER BEVERAGE CORP NEW
190,547$10.3T0.19%
118
FAPRFIRST TR EXCHNG TRADED FD VI
331,428$10.2T0.19%
119
QCOMQUALCOMM INC
80,241$10.2T0.19%
120
ISRGINTUITIVE SURGICAL INC
40,073$10.2T0.19%
121
ICSHISHARES TR
202,904$10.2T0.19%
122
SPGIS&P GLOBAL INC
29,540$10.2T0.19%
123
TLHISHARES TR
88,399$10.1T0.19%
124
FDXFEDEX CORP
44,118$10.1T0.19%
125
MRSHMARSH & MCLENNAN COS INC
60,342$10.0T0.19%
126
IEIISHARES TR
85,291$10.0T0.19%
127
SPSBSPDR SER TR
335,490$9.9T0.19%
128
DYHTARGET CORP
59,659$9.9T0.19%
129
LENLENNAR CORP
93,863$9.9T0.19%
130
ASMLASML HOLDING N V
14,462$9.8T0.19%
131
DEDEERE & CO
23,705$9.8T0.19%
132
UNPUNION PAC CORP
48,551$9.8T0.18%
133
ETNEATON CORP PLC
56,721$9.7T0.18%
134
MDTMEDTRONIC PLC
119,634$9.7T0.18%
135
XDECFIRST TR EXCHNG TRADED FD VI
308,179$9.6T0.18%
136
LMTLOCKHEED MARTIN CORP
20,258$9.6T0.18%
137
NOCNORTHROP GRUMMAN CORP
20,611$9.5T0.18%
138
CATCATERPILLAR INC
41,580$9.5T0.18%
139
IBMINTERNATIONAL BUSINESS MACHS
72,245$9.5T0.18%
140
PLDPROLOGIS INC.
75,173$9.4T0.18%
141
NEENEXTERA ENERGY INC
121,670$9.4T0.18%
142
PGRPROGRESSIVE CORP
65,076$9.3T0.18%
143
ADPAUTOMATIC DATA PROCESSING IN
41,733$9.3T0.18%
144
SCHFSCHWAB STRATEGIC TR
265,621$9.2T0.17%
145
DGDOLLAR GEN CORP NEW
43,922$9.2T0.17%
146
INTUINTUIT
20,660$9.2T0.17%
147
LINLINDE PLC
25,624$9.1T0.17%
148
AMGNAMGEN INC
37,099$9.0T0.17%
149
FIXDFIRST TR EXCHNG TRADED FD VI
198,716$9.0T0.17%
150
TRVCCITIGROUP INC
187,757$8.8T0.17%
151
USBUS BANCORP DEL
240,456$8.7T0.16%
152
TFLOISHARES TR
171,243$8.7T0.16%
153
ELVELEVANCE HEALTH INC
18,820$8.7T0.16%
154
TAT&T INC
447,498$8.6T0.16%
155
PYPLPAYPAL HLDGS INC
111,914$8.5T0.16%
156
SOSOUTHERN CO
122,487$8.5T0.16%
157
SCHESCHWAB STRATEGIC TR
345,396$8.5T0.16%
158
AMAXSTARBOARD INVT TR
1,058,249$8.2T0.16%
159
VTEBVANGUARD MUN BD FDS
161,264$8.2T0.15%
160
DHRDANAHER CORPORATION
32,314$8.1T0.15%
161
IUSGISHARES TR
90,805$8.1T0.15%
162
SPYMSPDR SER TR
166,905$8.0T0.15%
163
CVSCVS HEALTH CORP
106,507$7.9T0.15%
164
JPSTJ P MORGAN EXCHANGE TRADED F
156,922$7.9T0.15%
165
ADIANALOG DEVICES INC
39,212$7.7T0.15%
166
ABGAMERISOURCEBERGEN CORP
48,190$7.7T0.15%
167
PNCPNC FINL SVCS GROUP INC
60,601$7.7T0.15%
168
XLESELECT SECTOR SPDR TR
92,925$7.7T0.15%
169
VVVANGUARD INDEX FDS
40,768$7.6T0.14%
170
FLRNSPDR SER TR
249,885$7.6T0.14%
171
GDGENERAL DYNAMICS CORP
33,247$7.6T0.14%
172
IXUSISHARES TR
122,335$7.6T0.14%
173
XLFISELECT SECTOR SPDR TR
101,291$7.6T0.14%
174
MCHPMICROCHIP TECHNOLOGY INC.
89,487$7.5T0.14%
175
XLUSELECT SECTOR SPDR TR
109,922$7.4T0.14%
176
LQDISHARES TR
67,392$7.4T0.14%
177
TJXTJX COS INC NEW
92,587$7.3T0.14%
178
PANWPALO ALTO NETWORKS INC
36,043$7.2T0.14%
179
FDLFIRST TR MORNINGSTAR DIVID L
201,474$7.2T0.14%
180
GMGENERAL MTRS CO
194,276$7.1T0.13%
181
BIVVANGUARD BD INDEX FDS
92,595$7.1T0.13%
182
IJRISHARES TR
73,017$7.1T0.13%
183
DEODIAGEO PLC
38,885$7.0T0.13%
184
VTIPVANGUARD MALVERN FDS
147,295$7.0T0.13%
185
PSEPINNOVATOR ETFS TR
229,096$7.0T0.13%
186
BXBLACKSTONE INC
79,526$7.0T0.13%
187
IGSBISHARES TR
137,588$7.0T0.13%
188
WFCWELLS FARGO CO NEW
185,306$6.9T0.13%
189
BILSSPDR SER TR
69,476$6.9T0.13%
190
IUSVISHARES TR
93,278$6.9T0.13%
191
PHPARKER-HANNIFIN CORP
20,383$6.9T0.13%
192
TTTRANE TECHNOLOGIES PLC
37,057$6.8T0.13%
193
VBRVANGUARD INDEX FDS
42,825$6.8T0.13%
194
SCHWSCHWAB CHARLES CORP
129,086$6.8T0.13%
195
PAYXPAYCHEX INC
58,914$6.8T0.13%
196
VRTXVERTEX PHARMACEUTICALS INC
21,323$6.7T0.13%
197
DWDMORGAN STANLEY
76,455$6.7T0.13%
198
GILDGILEAD SCIENCES INC
80,558$6.7T0.13%
199
SJNKSPDR SER TR
268,355$6.7T0.13%
200
VEUVANGUARD INTL EQUITY INDEX F
123,074$6.6T0.12%
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