Atria Investments, Inc Q2 2023 Filing
Filed August 4, 2023
Portfolio Value
$5.5B
Holdings
825
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (825 positions)
| Stock | Value |
|---|---|
INTUINTUIT | $11.7M |
BABOEING CO | $11.5M |
SGOVISHARES TR | $11.5M |
NVONOVO-NORDISK A S | $11.4M |
SCHDSCHWAB STRATEGIC TR | $11.2M |
LENLENNAR CORP | $11.2M |
MDTMEDTRONIC PLC | $11.1M |
VBVANGUARD INDEX FDS | $11.1M |
MRSHMARSH & MCLENNAN COS INC | $11.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $11.1M |
PSFFPACER FDS TR | $11.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $11.0M |
VYMIVANGUARD WHITEHALL FDS | $11.0M |
SHYGISHARES TR | $11.0M |
BLKCHFBLACKROCK INC | $10.8M |
TLHISHARES TR | $10.7M |
SCHWSCHWAB CHARLES CORP | $10.7M |
BNDVANGUARD BD INDEX FDS | $10.7M |
PFEPFIZER INC | $10.7M |
PLDPROLOGIS INC. | $10.6M |
QCOMQUALCOMM INC | $10.5M |
COPCONOCOPHILLIPS | $10.5M |
RTXRAYTHEON TECHNOLOGIES CORP | $10.4M |
MNSTMONSTER BEVERAGE CORP NEW | $10.3M |
BMYBRISTOL-MYERS SQUIBB CO | $10.2M |
ICSHISHARES TR | $10.2M |
CATCATERPILLAR INC | $10.2M |
FVDFIRST TR VALUE LINE DIVID IN | $10.0M |
GJUNFIRST TR EXCHNG TRADED FD VI | $10.0M |
FIXDFIRST TR EXCHNG TRADED FD VI | $9.9M |
8CWCROWN CASTLE INC | $9.9M |
UNPUNION PAC CORP | $9.8M |
ASMLASML HOLDING N V | $9.8M |
ADPAUTOMATIC DATA PROCESSING IN | $9.7M |
IBMINTERNATIONAL BUSINESS MACHS | $9.7M |
LMTLOCKHEED MARTIN CORP | $9.5M |
SJNKSPDR SER TR | $9.5M |
VXUSVANGUARD STAR FDS | $9.5M |
ABGAMERISOURCEBERGEN CORP | $9.4M |
GMGENERAL MTRS CO | $9.4M |
TRVCCITIGROUP INC | $9.4M |
LINLINDE PLC | $9.4M |
SPSBSPDR SER TR | $9.2M |
TJXTJX COS INC NEW | $9.1M |
NEENEXTERA ENERGY INC | $9.1M |
TFLOISHARES TR | $9.1M |
BACBANK AMERICA CORP | $9.0M |
PYPLPAYPAL HLDGS INC | $8.9M |
DHRDANAHER CORPORATION | $8.8M |
AMGNAMGEN INC | $8.8M |
DISDISNEY WALT CO | $8.7M |
BLVVANGUARD BD INDEX FDS | $8.7M |
LVHILEGG MASON ETF INVT | $8.7M |
EUSBISHARES TR | $8.6M |
PANWPALO ALTO NETWORKS INC | $8.5M |
GBILGOLDMAN SACHS ETF TR | $8.5M |
IUSGISHARES TR | $8.4M |
USBUS BANCORP DEL | $8.3M |
VYMVANGUARD WHITEHALL FDS | $8.2M |
SHWSHERWIN WILLIAMS CO | $8.2M |
SOSOUTHERN CO | $8.1M |
AMAXSTARBOARD INVT TR | $8.1M |
ELVELEVANCE HEALTH INC | $8.1M |
IEIISHARES TR | $8.1M |
PGRPROGRESSIVE CORP | $8.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $8.0M |
PHPARKER-HANNIFIN CORP | $7.9M |
VRTXVERTEX PHARMACEUTICALS INC | $7.9M |
MGVVANGUARD WORLD FD | $7.8M |
WDAYWORKDAY INC | $7.8M |
FLRNSPDR SER TR | $7.7M |
HYGISHARES TR | $7.7M |
VTEBVANGUARD MUN BD FDS | $7.5M |
PNCPNC FINL SVCS GROUP INC | $7.5M |
NOCNORTHROP GRUMMAN CORP | $7.4M |
XLFISELECT SECTOR SPDR TR | $7.4M |
GDGENERAL DYNAMICS CORP | $7.4M |
BXBLACKSTONE INC | $7.4M |
DGROISHARES TR | $7.4M |
PAUGINNOVATOR ETFS TR | $7.4M |
IWMISHARES TR | $7.4M |
TAT&T INC | $7.3M |
LQDISHARES TR | $7.3M |
GQ9SPDR GOLD TR | $7.2M |
IUSVISHARES TR | $7.2M |
WFCWELLS FARGO CO NEW | $7.2M |
THOTHOR INDS INC | $7.2M |
DEDEERE & CO | $7.1M |
TTTRANE TECHNOLOGIES PLC | $7.1M |
GWWGRAINGER W W INC | $7.0M |
VEUVANGUARD INTL EQUITY INDEX F | $6.9M |
XLYSELECT SECTOR SPDR TR | $6.9M |
RSPINVESCO EXCHANGE TRADED FD T | $6.8M |
MGAMAGNA INTL INC | $6.8M |
IEFISHARES TR | $6.8M |
AXPAMERICAN EXPRESS CO | $6.8M |
ADIANALOG DEVICES INC | $6.8M |
VTIPVANGUARD MALVERN FDS | $6.7M |
FISVFISERV INC | $6.7M |
MCKMCKESSON CORP | $6.6M |