Atria Investments, Inc Q1 2024 Filing

Filed May 21, 2024

Portfolio Value

$7265.5T

Holdings

963

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (963 positions)

#StockSharesValue% PortfolioType
101
ZTSZOETIS INC
89,729$15.2T0.21%
102
IBMINTERNATIONAL BUSINESS MACHS
79,274$15.1T0.21%
103
ILDRFIRST TR EXCHNG TRADED FD VI
673,602$15.0T0.21%
104
WFCWELLS FARGO CO NEW
258,834$15.0T0.21%
105
EMXCISHARES INC
260,508$15.0T0.21%
106
BIVVANGUARD BD INDEX FDS
196,051$14.8T0.20%
107
SPDWSPDR INDEX SHS FDS
411,007$14.7T0.20%
108
UNPUNION PAC CORP
59,892$14.7T0.20%
109
USPXFRANKLIN TEMPLETON ETF TR
319,887$14.7T0.20%
110
HONHONEYWELL INTL INC
71,465$14.7T0.20%
111
KOCOCA COLA CO
238,155$14.6T0.20%
112
USBUS BANCORP DEL
317,065$14.2T0.20%
113
UPSUNITED PARCEL SERVICE INC
94,365$14.0T0.19%
114
COPCONOCOPHILLIPS
108,289$13.8T0.19%
115
PHPARKER-HANNIFIN CORP
24,714$13.7T0.19%
116
VBVANGUARD INDEX FDS
59,884$13.7T0.19%
117
PGRPROGRESSIVE CORP
66,168$13.7T0.19%
118
MRSHMARSH & MCLENNAN COS INC
65,901$13.6T0.19%
119
AMGNAMGEN INC
47,592$13.5T0.19%
120
SCHWSCHWAB CHARLES CORP
186,945$13.5T0.19%
121
GQ9SPDR GOLD TR
65,509$13.5T0.19%
122
XLYSELECT SECTOR SPDR TR
73,158$13.5T0.19%
123
TXNTEXAS INSTRS INC
77,187$13.4T0.19%
124
TJXTJX COS INC NEW
132,223$13.4T0.18%
125
RSPINVESCO EXCHANGE TRADED FD T
78,945$13.4T0.18%
126
JAAAJANUS DETROIT STR TR
263,166$13.4T0.18%
127
ADPAUTOMATIC DATA PROCESSING IN
53,422$13.3T0.18%
128
ASMLASML HOLDING N V
13,653$13.3T0.18%
129
TPHDTIMOTHY PLAN
366,258$13.2T0.18%
130
SBUXSTARBUCKS CORP
141,786$13.0T0.18%
131
PSFFPACER FDS TR
478,834$12.9T0.18%
132
SPGIS&P GLOBAL INC
30,240$12.9T0.18%
133
VCSHVANGUARD SCOTTSDALE FDS
163,350$12.6T0.17%
134
USTBVICTORY PORTFOLIOS II
251,579$12.5T0.17%
135
SPYGSPDR SER TR
169,661$12.4T0.17%
136
XLESELECT SECTOR SPDR TR
130,838$12.4T0.17%
137
BABOEING CO
63,765$12.3T0.17%
138
GDGENERAL DYNAMICS CORP
43,562$12.3T0.17%
139
LINLINDE PLC
25,790$12.0T0.16%
140
AXPAMERICAN EXPRESS CO
52,317$11.9T0.16%
141
FLQLFRANKLIN TEMPLETON ETF TR
223,226$11.9T0.16%
142
GJUNFIRST TR EXCHNG TRADED FD VI
356,289$11.9T0.16%
143
PNCPNC FINL SVCS GROUP INC
73,379$11.9T0.16%
144
HEFAISHARES TR
339,631$11.8T0.16%
145
NKENIKE INC
125,774$11.8T0.16%
146
FDXFEDEX CORP
40,438$11.7T0.16%
147
SCHDSCHWAB STRATEGIC TR
145,099$11.7T0.16%
148
SHWSHERWIN WILLIAMS CO
33,504$11.6T0.16%
149
SHVISHARES TR
104,372$11.5T0.16%
150
TAT&T INC
654,533$11.5T0.16%
151
BLKCHFBLACKROCK INC
13,745$11.5T0.16%
152
GMGENERAL MTRS CO
252,561$11.5T0.16%
153
BXBLACKSTONE INC
84,876$11.2T0.15%
154
SECTNORTHERN LTS FD TR IV
219,766$11.1T0.15%
155
IJHISHARES TR
180,697$11.0T0.15%
156
MDTMEDTRONIC PLC
125,531$10.9T0.15%
157
IXUSISHARES TR
160,374$10.9T0.15%
158
SCHFSCHWAB STRATEGIC TR
278,125$10.9T0.15%
159
SCHGSCHWAB STRATEGIC TR
114,734$10.6T0.15%
160
VXUSVANGUARD STAR FDS
176,058$10.6T0.15%
161
SHYISHARES TR
128,815$10.5T0.14%
162
LMTLOCKHEED MARTIN CORP
23,160$10.5T0.14%
163
AMATAPPLIED MATLS INC
50,788$10.5T0.14%
164
WDAYWORKDAY INC
38,296$10.4T0.14%
165
SOSOUTHERN CO
145,353$10.4T0.14%
166
MNSTMONSTER BEVERAGE CORP NEW
175,762$10.4T0.14%
167
ELVELEVANCE HEALTH INC
19,898$10.3T0.14%
168
DHRDANAHER CORPORATION
41,301$10.3T0.14%
169
PLDPROLOGIS INC.
78,545$10.2T0.14%
170
TTTRANE TECHNOLOGIES PLC
33,914$10.2T0.14%
171
DHID R HORTON INC
61,729$10.2T0.14%
172
NOCNORTHROP GRUMMAN CORP
21,148$10.1T0.14%
173
CBCHUBB LIMITED
38,564$10.0T0.14%
174
IJRISHARES TR
89,593$9.9T0.14%
175
MUBISHARES TR
90,936$9.8T0.13%
176
IUSGISHARES TR
83,266$9.8T0.13%
177
MDLZMONDELEZ INTL INC
137,794$9.6T0.13%
178
APDAIR PRODS & CHEMS INC
39,781$9.6T0.13%
179
QQQMINVESCO EXCH TRADED FD TR II
52,736$9.6T0.13%
180
TFLOISHARES TR
189,701$9.6T0.13%
181
DGRWWISDOMTREE TR
123,910$9.4T0.13%
182
XLUSELECT SECTOR SPDR TR
143,031$9.4T0.13%
183
THOTHOR INDS INC
80,003$9.4T0.13%
184
MCHPMICROCHIP TECHNOLOGY INC.
104,370$9.4T0.13%
185
AMDADVANCED MICRO DEVICES INC
51,904$9.4T0.13%
186
BKNGBOOKING HOLDINGS INC
2,570$9.3T0.13%
187
PJANINNOVATOR ETFS TRUST
231,996$9.1T0.12%
188
MCKMCKESSON CORP
16,746$9.0T0.12%
189
VVVANGUARD INDEX FDS
37,441$9.0T0.12%
190
FISVFISERV INC
56,017$9.0T0.12%
191
VYMVANGUARD WHITEHALL FDS
72,720$8.8T0.12%
192
VTEBVANGUARD MUN BD FDS
172,920$8.7T0.12%
193
LRCXEURLAM RESEARCH CORP
8,978$8.7T0.12%
194
FLCBFRANKLIN TEMPLETON ETF TR
404,502$8.6T0.12%
195
HDVISHARES TR
77,924$8.6T0.12%
196
VRTXVERTEX PHARMACEUTICALS INC
20,521$8.6T0.12%
197
KLACKLA CORP
12,257$8.6T0.12%
198
CALFPACER FDS TR
172,678$8.5T0.12%
199
ITGARTNER INC
17,883$8.5T0.12%
200
IWFISHARES TR
25,086$8.5T0.12%
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