Atria Investments, Inc Q2 2022 Filing

Filed August 11, 2022

Portfolio Value

$4.8B

Holdings

747

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (747 positions)

StockValue
AQLTISHARES TR
$1.0M
IVVISHARES TR
$141K
BSVVANGUARD BD INDEX FDS
$134K
OACPUNIFIED SER TR
$107K
MSFTMICROSOFT CORP
$99K
SPYSPDR S&P 500 ETF TR
$94K
ESGUISHARES TR
$62K
AAPLAPPLE INC
$59K
SHVISHARES TR
$53K
OALCUNIFIED SER TR
$51K
VTVVANGUARD INDEX FDS
$49K
VEAVANGUARD TAX-MANAGED INTL FD
$47K
AMZNAMAZON COM INC
$45K
VGSHVANGUARD SCOTTSDALE FDS
$44K
VUGVANGUARD INDEX FDS
$42K
UNHUNITEDHEALTH GROUP INC
$42K
IUSBISHARES TR
$36K
AQLTISHARES TR
$36K
VOOVANGUARD INDEX FDS
$35K
DONSPDR DOW JONES INDL AVERAGE
$34K
JNJJOHNSON & JOHNSON
$33K
EFVISHARES TR
$32K
GOOGLALPHABET INC
$32K
VVISA INC
$32K
IWFISHARES TR
$30K
CVXCHEVRON CORP NEW
$27K
GOOGALPHABET INC
$27K
STIPISHARES TR
$27K
AQLTISHARES TR
$24K
EFAISHARES TR
$23K
MAMASTERCARD INCORPORATED
$23K
HDEFDBX ETF TR
$23K
VTIVANGUARD INDEX FDS
$23K
ABBVABBVIE INC
$23K
MRKMERCK & CO INC
$22K
JPMJPMORGAN CHASE & CO
$22K
METAMETA PLATFORMS INC
$21K
PGPROCTER AND GAMBLE CO
$20K
BACVERIZON COMMUNICATIONS INC
$20K
TPHDTIMOTHY PLAN
$20K
VTVANGUARD INTL EQUITY INDEX F
$20K
BNDXVANGUARD CHARLOTTE FDS
$19K
BRK/BBERKSHIRE HATHAWAY INC DEL
$19K
TIPISHARES TR
$19K
IEMGISHARES INC
$18K
PEPPEPSICO INC
$18K
TXNTEXAS INSTRS INC
$18K
SHYISHARES TR
$18K
AVGOBROADCOM INC
$17K
XLVSELECT SECTOR SPDR TR
$17K
CSCOCISCO SYS INC
$17K
HDHOME DEPOT INC
$17K
UPSUNITED PARCEL SERVICE INC
$17K
VWOVANGUARD INTL EQUITY INDEX F
$16K
CMCSACOMCAST CORP NEW
$16K
NVDANVIDIA CORPORATION
$16K
VCSHVANGUARD SCOTTSDALE FDS
$16K
ACNACCENTURE PLC IRELAND
$16K
XLKSELECT SECTOR SPDR TR
$16K
SPYDSPDR SER TR
$16K
BUFDFIRST TR EXCHNG TRADED FD VI
$16K
8CWCROWN CASTLE INTL CORP NEW
$16K
ADBEADOBE SYSTEMS INCORPORATED
$15K
EFGISHARES TR
$15K
TMOTHERMO FISHER SCIENTIFIC INC
$15K
LOWLOWES COS INC
$15K
XOMEXXON MOBIL CORP
$15K
KOCOCA COLA CO
$14K
VTIPVANGUARD MALVERN FDS
$14K
VBVANGUARD INDEX FDS
$14K
LLYLILLY ELI & CO
$14K
SCHFSCHWAB STRATEGIC TR
$14K
MCDMCDONALDS CORP
$14K
VMBSVANGUARD SCOTTSDALE FDS
$14K
HDVISHARES TR
$14K
PFEPFIZER INC
$14K
LQDHISHARES U S ETF TR
$13K
BNDVANGUARD BD INDEX FDS
$13K
CRMSALESFORCE INC
$13K
TLTISHARES TR
$13K
EEMVISHARES INC
$13K
4I1PHILIP MORRIS INTL INC
$12K
COSTCOSTCO WHSL CORP NEW
$12K
SRLNSSGA ACTIVE ETF TR
$12K
AGGISHARES TR
$12K
ORCLORACLE CORP
$12K
ZTSZOETIS INC
$12K
QCOMQUALCOMM INC
$12K
HONHONEYWELL INTL INC
$12K
CVSCVS HEALTH CORP
$11K
SCHESCHWAB STRATEGIC TR
$11K
JPSTJ P MORGAN EXCHANGE TRADED F
$11K
BLKCHFBLACKROCK INC
$11K
FVCFIRST TR EXCHANGE-TRADED FD
$11K
USBUS BANCORP DEL
$11K
ABTABBOTT LABS
$11K
PRFINVESCO EXCHANGE TRADED FD T
$11K
SBUXSTARBUCKS CORP
$11K
BMYBRISTOL-MYERS SQUIBB CO
$11K
BILSPDR SER TR
$10K
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