Atria Investments, Inc Q1 2024 Filing
Filed May 21, 2024
Portfolio Value
$7.3B
Holdings
963
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (963 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $186.6M |
IVVISHARES TR | $183.8M |
OACPUNIFIED SER TR | $127.1M |
AMZNAMAZON COM INC | $111.3M |
NVDANVIDIA CORPORATION | $95.6M |
VOOVANGUARD INDEX FDS | $91.3M |
OAIMUNIFIED SER TR | $88.2M |
AAPLAPPLE INC | $84.5M |
SPYSPDR S&P 500 ETF TR | $73.4M |
VTVVANGUARD INDEX FDS | $73.3M |
VUGVANGUARD INDEX FDS | $67.6M |
OALCUNIFIED SER TR | $66.9M |
IUSBISHARES TR | $64.5M |
VEAVANGUARD TAX-MANAGED FDS | $63.4M |
METAMETA PLATFORMS INC | $59.9M |
VVISA INC | $55.1M |
JPMJPMORGAN CHASE & CO | $53.7M |
GOOGLALPHABET INC | $51.8M |
DONSPDR DOW JONES INDL AVERAGE | $47.0M |
GOOGALPHABET INC | $44.0M |
QUALISHARES TR | $43.6M |
IWMISHARES TR | $42.1M |
AQLTISHARES TR | $40.6M |
IUSVISHARES TR | $40.2M |
UNHUNITEDHEALTH GROUP INC | $40.0M |
VBRVANGUARD INDEX FDS | $39.7M |
VGITVANGUARD SCOTTSDALE FDS | $39.1M |
MAMASTERCARD INCORPORATED | $39.1M |
AGGISHARES TR | $37.6M |
AVGOBROADCOM INC | $37.4M |
LLYELI LILLY & CO | $37.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $36.8M |
CVXCHEVRON CORP NEW | $36.7M |
SHYGISHARES TR | $36.6M |
FTSMFIRST TR EXCHANGE-TRADED FD | $36.5M |
MRKMERCK & CO INC | $35.9M |
DYNFBLACKROCK ETF TRUST | $35.4M |
JNJJOHNSON & JOHNSON | $34.9M |
BKLNINVESCO EXCH TRADED FD TR II | $33.6M |
IEMGISHARES INC | $33.4M |
NFLXNETFLIX INC | $33.2M |
VTIVANGUARD INDEX FDS | $33.0M |
ABBVABBVIE INC | $32.3M |
CRMSALESFORCE INC | $31.6M |
VIOVVANGUARD ADMIRAL FDS INC | $31.5M |
IVWISHARES TR | $31.2M |
OAEMUNIFIED SER TR | $30.3M |
PGPROCTER AND GAMBLE CO | $29.0M |
VMBSVANGUARD SCOTTSDALE FDS | $28.5M |
VWOVANGUARD INTL EQUITY INDEX F | $28.1M |
TLTISHARES TR | $28.1M |
HDHOME DEPOT INC | $27.7M |
ADBEADOBE INC | $27.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $27.1M |
DGROISHARES TR | $26.8M |
EFVISHARES TR | $26.7M |
BILSPDR SER TR | $26.1M |
ACNACCENTURE PLC IRELAND | $25.8M |
XOMEXXON MOBIL CORP | $25.2M |
ORCLORACLE CORP | $25.0M |
IVEISHARES TR | $24.9M |
NVONOVO-NORDISK A S | $23.1M |
SGOVISHARES TR | $22.9M |
WMTWALMART INC | $22.5M |
EFGISHARES TR | $22.4M |
IGSBISHARES TR | $21.6M |
PEPPEPSICO INC | $21.0M |
COSTCOSTCO WHSL CORP NEW | $20.3M |
SPYMSPDR SER TR | $19.7M |
BNDXVANGUARD CHARLOTTE FDS | $19.4M |
NOWSERVICENOW INC | $19.2M |
DISDISNEY WALT CO | $18.9M |
IYWISHARES TR | $18.7M |
QCOMQUALCOMM INC | $18.6M |
ABTABBOTT LABS | $18.6M |
ETNEATON CORP PLC | $18.6M |
CSCOCISCO SYS INC | $18.6M |
MCDMCDONALDS CORP | $18.3M |
BSVVANGUARD BD INDEX FDS | $18.1M |
TSLATESLA INC | $18.0M |
MBBISHARES TR | $17.9M |
VBKVANGUARD INDEX FDS | $17.8M |
LOWLOWES COS INC | $17.7M |
XLKSELECT SECTOR SPDR TR | $17.7M |
ADSKAUTODESK INC | $17.4M |
LENLENNAR CORP | $17.3M |
XLVSELECT SECTOR SPDR TR | $17.2M |
CMCSACOMCAST CORP NEW | $17.1M |
CATCATERPILLAR INC | $16.8M |
BACBANK AMERICA CORP | $16.5M |
GBILGOLDMAN SACHS ETF TR | $16.4M |
BACVERIZON COMMUNICATIONS INC | $16.3M |
FIXDFIRST TR EXCHNG TRADED FD VI | $16.2M |
INTUINTUIT | $16.2M |
TRVCCITIGROUP INC | $15.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $15.7M |
4I1PHILIP MORRIS INTL INC | $15.7M |
BNDVANGUARD BD INDEX FDS | $15.5M |
ISRGINTUITIVE SURGICAL INC | $15.4M |
ISCGISHARES TR | $15.4M |
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