Atria Investments, Inc Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$7.8T
Holdings
1,890
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,890 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 418,703 | $157.2B | 2.01% | |
| 2 | IVVISHARES TR | 258,883 | $145.5B | 1.86% | |
| 3 | AMZNAMAZON COM INC | 545,904 | $103.9B | 1.33% | |
| 4 | NVDANVIDIA CORPORATION | 912,729 | $98.9B | 1.27% | |
| 5 | AAPLAPPLE INC | 436,904 | $97.0B | 1.24% | |
| 6 | VOOVANGUARD INDEX FDS | 166,895 | $85.8B | 1.10% | |
| 7 | METAMETA PLATFORMS INC | 127,893 | $73.7B | 0.94% | |
| 8 | VTVVANGUARD INDEX FDS | 418,478 | $72.3B | 0.93% | |
| 9 | NDQINVESCO QQQ TR | 143,851 | $67.5B | 0.86% | |
| 10 | VVISA INC | 190,093 | $66.6B | 0.85% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 1,301,180 | $66.1B | 0.85% | |
| 12 | VUGVANGUARD INDEX FDS | 176,042 | $65.3B | 0.84% | |
| 13 | SPYSPDR S&P 500 ETF TR | 114,425 | $64.0B | 0.82% | |
| 14 | IUSBISHARES TR | 1,368,657 | $63.1B | 0.81% | |
| 15 | JPMJPMORGAN CHASE & CO. | 247,679 | $60.8B | 0.78% | |
| 16 | QUALISHARES TR | 297,176 | $50.8B | 0.65% | |
| 17 | DONSPDR DOW JONES INDL AVERAGE | 115,066 | $48.3B | 0.62% | |
| 18 | GOOGLALPHABET INC | 308,711 | $47.7B | 0.61% | |
| 19 | LQDISHARES TR | 437,560 | $47.6B | 0.61% | |
| 20 | IEMGISHARES INC | 864,464 | $46.7B | 0.60% | |
| 21 | AQLTISHARES TR | 602,494 | $45.6B | 0.58% | |
| 22 | GQ9SPDR GOLD TR | 156,941 | $45.2B | 0.58% | |
| 23 | NFLXNETFLIX INC | 47,126 | $43.9B | 0.56% | |
| 24 | AVGOBROADCOM INC | 257,974 | $43.2B | 0.55% | |
| 25 | IVWISHARES TR | 463,565 | $43.0B | 0.55% | |
| 26 | MAMASTERCARD INCORPORATED | 78,162 | $42.8B | 0.55% | |
| 27 | JNJJOHNSON & JOHNSON | 243,026 | $40.3B | 0.52% | |
| 28 | ABBVABBVIE INC | 189,192 | $39.6B | 0.51% | |
| 29 | LLYELI LILLY & CO | 47,819 | $39.5B | 0.51% | |
| 30 | DYNFBLACKROCK ETF TRUST | 804,511 | $39.2B | 0.50% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 74,418 | $39.0B | 0.50% | |
| 32 | OAIMUNIFIED SER TR | 1,164,755 | $38.9B | 0.50% | |
| 33 | OACPUNIFIED SER TR | 1,670,598 | $38.1B | 0.49% | |
| 34 | CVXCHEVRON CORP NEW | 224,819 | $37.6B | 0.48% | |
| 35 | GOOGALPHABET INC | 237,450 | $37.1B | 0.48% | |
| 36 | ORCLORACLE CORP | 252,042 | $35.2B | 0.45% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 61,845 | $32.9B | 0.42% | |
| 38 | SHYGISHARES TR | 762,828 | $32.4B | 0.42% | |
| 39 | EFVISHARES TR | 548,348 | $32.3B | 0.41% | |
| 40 | TSLATESLA INC | 119,357 | $30.9B | 0.40% | |
| 41 | WMTWALMART INC | 342,083 | $30.0B | 0.38% | |
| 42 | XOMEXXON MOBIL CORP | 252,206 | $30.0B | 0.38% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 654,278 | $29.6B | 0.38% | |
| 44 | IVEISHARES TR | 152,055 | $29.0B | 0.37% | |
| 45 | VTIVANGUARD INDEX FDS | 105,348 | $29.0B | 0.37% | |
| 46 | PGPROCTER AND GAMBLE CO | 166,811 | $28.4B | 0.36% | |
| 47 | BSVVANGUARD BD INDEX FDS | 344,821 | $27.0B | 0.35% | |
| 48 | 4I1PHILIP MORRIS INTL INC | 168,408 | $26.7B | 0.34% | |
| 49 | CRMSALESFORCE INC | 97,254 | $26.1B | 0.33% | |
| 50 | HDHOME DEPOT INC | 70,616 | $25.9B | 0.33% | |
| 51 | FIXDFIRST TR EXCHNG TRADED FD VI | 586,431 | $25.7B | 0.33% | |
| 52 | DGRWWISDOMTREE TR | 319,392 | $25.5B | 0.33% | |
| 53 | EFAISHARES TR | 292,539 | $23.9B | 0.31% | |
| 54 | OALCUNIFIED SER TR | 834,447 | $23.8B | 0.31% | |
| 55 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 142,589 | $23.7B | 0.30% | |
| 56 | ACNACCENTURE PLC IRELAND | 73,186 | $22.8B | 0.29% | |
| 57 | ABTABBOTT LABS | 170,084 | $22.6B | 0.29% | |
| 58 | KOCOCA COLA CO | 304,880 | $21.8B | 0.28% | |
| 59 | TMOTHERMO FISHER SCIENTIFIC INC | 43,538 | $21.7B | 0.28% | |
| 60 | BILSPDR SER TR | 232,499 | $21.3B | 0.27% | |
| 61 | VBRVANGUARD INDEX FDS | 112,514 | $21.0B | 0.27% | |
| 62 | DGROISHARES TR | 337,512 | $20.9B | 0.27% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 21,716 | $20.5B | 0.26% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 67,044 | $20.5B | 0.26% | |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 82,183 | $20.4B | 0.26% | |
| 66 | MCDMCDONALDS CORP | 65,192 | $20.4B | 0.26% | |
| 67 | VVVANGUARD INDEX FDS | 79,160 | $20.3B | 0.26% | |
| 68 | MRSHMARSH & MCLENNAN COS INC | 83,117 | $20.3B | 0.26% | |
| 69 | BACBANK AMERICA CORP | 483,032 | $20.2B | 0.26% | |
| 70 | CSCOCISCO SYS INC | 321,929 | $19.9B | 0.25% | |
| 71 | AVUVAMERICAN CENTY ETF TR | 221,600 | $19.3B | 0.25% | |
| 72 | FTSMFIRST TR EXCHANGE-TRADED FD | 319,441 | $19.1B | 0.25% | |
| 73 | QCOMQUALCOMM INC | 122,943 | $18.9B | 0.24% | |
| 74 | EFGISHARES TR | 186,201 | $18.6B | 0.24% | |
| 75 | IUSGISHARES TR | 145,851 | $18.5B | 0.24% | |
| 76 | BNDXVANGUARD CHARLOTTE FDS | 374,411 | $18.3B | 0.23% | |
| 77 | PEPPEPSICO INC | 121,199 | $18.2B | 0.23% | |
| 78 | MTUMISHARES TR | 89,802 | $18.2B | 0.23% | |
| 79 | BNDVANGUARD BD INDEX FDS | 246,868 | $18.1B | 0.23% | |
| 80 | XLFSELECT SECTOR SPDR TR | 362,206 | $18.0B | 0.23% | |
| 81 | GBILGOLDMAN SACHS ETF TR | 179,711 | $18.0B | 0.23% | |
| 82 | COWZPACER FDS TR | 325,640 | $17.8B | 0.23% | |
| 83 | IAU*ISHARES GOLD TR | 300,806 | $17.7B | 0.23% | |
| 84 | IYWISHARES TR | 125,630 | $17.6B | 0.23% | |
| 85 | NOWSERVICENOW INC | 21,863 | $17.4B | 0.22% | |
| 86 | IUSVISHARES TR | 184,185 | $17.0B | 0.22% | |
| 87 | SHOPSHOPIFY INC | 177,520 | $16.9B | 0.22% | |
| 88 | TJXTJX COS INC NEW | 139,040 | $16.9B | 0.22% | |
| 89 | MBBISHARES TR | 179,105 | $16.8B | 0.22% | |
| 90 | FLTRVANECK ETF TRUST | 656,105 | $16.8B | 0.21% | |
| 91 | TLHISHARES TR | 160,630 | $16.7B | 0.21% | |
| 92 | MRKMERCK & CO INC | 185,461 | $16.6B | 0.21% | |
| 93 | BACVERIZON COMMUNICATIONS INC | 366,926 | $16.6B | 0.21% | |
| 94 | DISDISNEY WALT CO | 168,620 | $16.6B | 0.21% | |
| 95 | WFCWELLS FARGO CO NEW | 229,099 | $16.4B | 0.21% | |
| 96 | SPSBSPDR SER TR | 546,217 | $16.4B | 0.21% | |
| 97 | XLKSELECT SECTOR SPDR TR | 79,329 | $16.4B | 0.21% | |
| 98 | ISRGINTUITIVE SURGICAL INC | 33,008 | $16.3B | 0.21% | |
| 99 | TRVCCITIGROUP INC | 228,731 | $16.2B | 0.21% | |
| 100 | EMXCISHARES INC | 293,887 | $16.2B | 0.21% |
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