Atria Investments, Inc Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$5.2B

Holdings

761

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (761 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$168K
IJRISHARES TR
$157K
VIGVANGUARD SPECIALIZED FUNDS
$116K
NDQINVESCO QQQ TR
$97K
MSFTMICROSOFT CORP
$94K
AQLTISHARES TR
$80K
IVVISHARES TR
$73K
VGITVANGUARD SCOTTSDALE FDS
$63K
AMZNAMAZON COM INC
$61K
AAPLAPPLE INC
$60K
VUGVANGUARD INDEX FDS
$55K
VMBSVANGUARD SCOTTSDALE FDS
$53K
ESGUISHARES TR
$52K
IEMGISHARES INC
$47K
VTVVANGUARD INDEX FDS
$46K
METAFACEBOOK INC
$46K
VEAVANGUARD TAX-MANAGED INTL FD
$43K
GOOGLALPHABET INC
$38K
EFVISHARES TR
$37K
DONSPDR DOW JONES INDL AVERAGE
$36K
UWMPROSHARES TR
$35K
IUSBISHARES TR
$35K
PTBDPACER FDS TR
$33K
AQLTISHARES TR
$31K
IGSBISHARES TR
$30K
XLKSELECT SECTOR SPDR TR
$30K
VVISA INC
$30K
VOOVANGUARD INDEX FDS
$29K
ADBEADOBE SYSTEMS INCORPORATED
$28K
BNDXVANGUARD CHARLOTTE FDS
$28K
JNJJOHNSON & JOHNSON
$28K
NVDANVIDIA CORPORATION
$27K
AGGISHARES TR
$27K
KRANESHARES TR
$27K
GOOGALPHABET INC
$25K
UNHUNITEDHEALTH GROUP INC
$25K
VTIVANGUARD INDEX FDS
$24K
BSVVANGUARD BD INDEX FDS
$23K
JPMJPMORGAN CHASE & CO
$23K
CMCSACOMCAST CORP NEW
$23K
LOWLOWES COS INC
$23K
VGTVANGUARD WORLD FDS
$23K
CSCOCISCO SYS INC
$22K
TXNTEXAS INSTRS INC
$22K
MAMASTERCARD INCORPORATED
$22K
EFGISHARES TR
$22K
ESGEISHARES INC
$21K
TLTISHARES TR
$21K
XLVSELECT SECTOR SPDR TR
$21K
HDHOME DEPOT INC
$20K
EMBISHARES TR
$20K
SHYISHARES TR
$20K
MTUMISHARES TR
$19K
CVXCHEVRON CORP NEW
$19K
PYPLPAYPAL HLDGS INC
$19K
BNDVANGUARD BD INDEX FDS
$19K
VYMVANGUARD WHITEHALL FDS
$18K
ACNACCENTURE PLC IRELAND
$17K
DISDISNEY WALT CO
$17K
DYHTARGET CORP
$17K
VLUEISHARES TR
$17K
LQDISHARES TR
$16K
AVGOBROADCOM INC
$16K
PGPROCTER AND GAMBLE CO
$16K
MRKMERCK & CO INC
$16K
VWOVANGUARD INTL EQUITY INDEX F
$16K
XLFSELECT SECTOR SPDR TR
$15K
BACVERIZON COMMUNICATIONS INC
$15K
SBUXSTARBUCKS CORP
$15K
8CWCROWN CASTLE INTL CORP NEW
$15K
TMOTHERMO FISHER SCIENTIFIC INC
$14K
BRK/BBERKSHIRE HATHAWAY INC DEL
$14K
IVWISHARES TR
$14K
CRMSALESFORCE COM INC
$14K
XLYSELECT SECTOR SPDR TR
$14K
VHTVANGUARD WORLD FDS
$14K
PEPPEPSICO INC
$14K
BLKCHFBLACKROCK INC
$14K
FIXDFIRST TR EXCHNG TRADED FD VI
$14K
ORCLORACLE CORP
$14K
QCOMQUALCOMM INC
$13K
HYGISHARES TR
$13K
ABBVABBVIE INC
$13K
USBUS BANCORP DEL
$13K
ADSKAUTODESK INC
$13K
COSTCOSTCO WHSL CORP NEW
$13K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$13K
VCSHVANGUARD SCOTTSDALE FDS
$13K
BABAALIBABA GROUP HLDG LTD
$13K
4I1PHILIP MORRIS INTL INC
$13K
XLCSELECT SECTOR SPDR TR
$13K
UPSUNITED PARCEL SERVICE INC
$13K
BIVVANGUARD BD INDEX FDS
$13K
ZTSZOETIS INC
$12K
IXGISHARES TR
$12K
IVOLKRANESHARES TR
$12K
VFHVANGUARD WORLD FDS
$12K
NKENIKE INC
$12K
BILSPDR SER TR
$12K
MDTMEDTRONIC PLC
$12K
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