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)

#StockSharesValue% PortfolioType
101
UNPUNION PAC CORP
67,790$16.0B0.21%
102
SBUXSTARBUCKS CORP
162,804$16.0B0.20%
103
ABGCENCORA INC
56,534$15.7B0.20%
104
AMGNAMGEN INC
49,920$15.6B0.20%
105
ADBEADOBE INC
40,310$15.5B0.20%
106
TAT&T INC
542,361$15.3B0.20%
107
ZTSZOETIS INC
92,984$15.3B0.20%
108
XLVSELECT SECTOR SPDR TR
104,008$15.2B0.19%
109
IWFISHARES TR
41,950$15.1B0.19%
110
VBKVANGUARD INDEX FDS
59,966$15.1B0.19%
111
JAAAJANUS DETROIT STR TR
296,517$15.0B0.19%
112
SPDWSPDR INDEX SHS FDS
404,249$14.7B0.19%
113
VGITVANGUARD SCOTTSDALE FDS
246,601$14.6B0.19%
114
SPYMSPDR SER TR
220,636$14.5B0.19%
115
FLQLFRANKLIN TEMPLETON ETF TR
257,000$14.5B0.19%
116
SDVYFIRST TR EXCHANGE-TRADED FD
429,875$14.4B0.18%
117
AXPAMERICAN EXPRESS CO
53,333$14.3B0.18%
118
ETNEATON CORP PLC
52,441$14.3B0.18%
119
PHPARKER-HANNIFIN CORP
23,031$14.0B0.18%
120
LONZPIMCO ETF TR
275,768$13.9B0.18%
121
SCHGSCHWAB STRATEGIC TR
554,300$13.9B0.18%
122
GSGOLDMAN SACHS GROUP INC
25,270$13.8B0.18%
123
USPXFRANKLIN TEMPLETON ETF TR
280,866$13.8B0.18%
124
CMCSACOMCAST CORP NEW
370,928$13.7B0.18%
125
BINCBLACKROCK ETF TRUST II
260,612$13.7B0.17%
126
VIOVVANGUARD ADMIRAL FDS INC
161,464$13.5B0.17%
127
BLKBLACKROCK INC
14,288$13.5B0.17%
128
VMBSVANGUARD SCOTTSDALE FDS
289,193$13.4B0.17%
129
LINLINDE PLC
28,716$13.4B0.17%
130
PGRPROGRESSIVE CORP
46,626$13.2B0.17%
131
LMBSFIRST TR EXCHANGE-TRADED FD
267,144$13.1B0.17%
132
VBVANGUARD INDEX FDS
59,107$13.1B0.17%
133
INTUINTUIT
21,172$13.0B0.17%
134
BABOEING CO
76,023$13.0B0.17%
135
TLTISHARES TR
142,391$13.0B0.17%
136
TTTRANE TECHNOLOGIES PLC
38,217$12.9B0.17%
137
LENLENNAR CORP
111,955$12.9B0.16%
138
ISCGISHARES TR
283,155$12.8B0.16%
139
CGMSCAPITAL GRP FIXED INCM ETF T
466,641$12.7B0.16%
140
BKLNINVESCO EXCH TRADED FD TR II
613,776$12.7B0.16%
141
NVONOVO-NORDISK A S
181,330$12.6B0.16%
142
HONHONEYWELL INTL INC
58,961$12.5B0.16%
143
SPYGSPDR SER TR
155,036$12.5B0.16%
144
BUFZFIRST TR EXCHNG TRADED FD VI
523,644$12.3B0.16%
145
COPCONOCOPHILLIPS
115,857$12.2B0.16%
146
VFLOVICTORY PORTFOLIOS II
353,362$12.1B0.16%
147
LOWLOWES COS INC
51,929$12.1B0.16%
148
SCHWSCHWAB CHARLES CORP
154,350$12.1B0.15%
149
RTXRTX CORPORATION
91,146$12.1B0.15%
150
OEFISHARES TR
44,306$12.0B0.15%
151
DWDMORGAN STANLEY
102,745$12.0B0.15%
152
SPGIS&P GLOBAL INC
23,491$11.9B0.15%
153
FISVFISERV INC
53,904$11.9B0.15%
154
AVLVAMERICAN CENTY ETF TR
181,361$11.8B0.15%
155
GJUNFIRST TR EXCHNG TRADED FD VI
330,669$11.6B0.15%
156
AGGYWISDOMTREE TR
265,570$11.5B0.15%
157
NEENEXTERA ENERGY INC
161,684$11.5B0.15%
158
MNSTMONSTER BEVERAGE CORP NEW
193,777$11.3B0.15%
159
ICSHISHARES TR
222,714$11.3B0.14%
160
VRTXVERTEX PHARMACEUTICALS INC
23,282$11.3B0.14%
161
TFLOISHARES TR
222,593$11.3B0.14%
162
TXNTEXAS INSTRS INC
62,213$11.2B0.14%
163
CBCHUBB LIMITED
37,009$11.2B0.14%
164
FFLCFIDELITY COVINGTON TRUST
256,764$11.2B0.14%
165
HDVISHARES TR
91,699$11.1B0.14%
166
PNCPNC FINL SVCS GROUP INC
62,981$11.1B0.14%
167
NOCNORTHROP GRUMMAN CORP
21,604$11.1B0.14%
168
AQLTISHARES TR
478,735$11.0B0.14%
169
SOSOUTHERN CO
119,399$11.0B0.14%
170
APDAIR PRODS & CHEMS INC
37,191$11.0B0.14%
171
BXBLACKSTONE INC
78,001$10.9B0.14%
172
DGDOLLAR GEN CORP NEW
123,708$10.9B0.14%
173
MUBISHARES TR
101,592$10.7B0.14%
174
PLDPROLOGIS INC.
95,525$10.7B0.14%
175
GMGENERAL MTRS CO
224,769$10.6B0.14%
176
CATCATERPILLAR INC
31,833$10.5B0.13%
177
ILDRFIRST TR EXCHNG TRADED FD VI
447,916$10.4B0.13%
178
ADIANALOG DEVICES INC
51,781$10.4B0.13%
179
FDXFEDEX CORP
42,050$10.3B0.13%
180
MDTMEDTRONIC PLC
113,993$10.2B0.13%
181
ROLROLLINS INC
188,782$10.2B0.13%
182
BMYBRISTOL-MYERS SQUIBB CO
162,779$9.9B0.13%
183
ADSKAUTODESK INC
37,558$9.8B0.13%
184
VXUSVANGUARD STAR FDS
157,874$9.8B0.13%
185
WDAYWORKDAY INC
41,885$9.8B0.13%
186
USBUS BANCORP DEL
231,496$9.8B0.13%
187
SCHDSCHWAB STRATEGIC TR
346,028$9.7B0.12%
188
SHWSHERWIN WILLIAMS CO
27,533$9.6B0.12%
189
JULUAIM ETF PRODUCTS TRUST
375,410$9.6B0.12%
190
PANWPALO ALTO NETWORKS INC
56,092$9.6B0.12%
191
SYKSTRYKER CORPORATION
25,642$9.5B0.12%
192
IXUSISHARES TR
136,328$9.5B0.12%
193
AEPAMERICAN ELEC PWR CO INC
86,893$9.5B0.12%
194
TAFIAB ACTIVE ETFS INC
377,730$9.5B0.12%
195
BIVVANGUARD BD INDEX FDS
122,779$9.4B0.12%
196
BKNGBOOKING HOLDINGS INC
2,032$9.4B0.12%
197
MDLZMONDELEZ INTL INC
137,006$9.3B0.12%
198
IEFISHARES TR
97,432$9.3B0.12%
199
XLGINVESCO EXCHANGE TRADED FD T
201,486$9.3B0.12%
200
VODVODAFONE GROUP PLC NEW
985,269$9.2B0.12%
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