Atria Investments, Inc Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$8.5T
Holdings
1,982
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,982 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 424,749 | $211.3B | 2.49% | |
| 2 | NVDANVIDIA CORPORATION | 942,208 | $148.9B | 1.76% | |
| 3 | IVVISHARES TR | 222,315 | $138.0B | 1.63% | |
| 4 | AMZNAMAZON COM INC | 533,367 | $117.0B | 1.38% | |
| 5 | METAMETA PLATFORMS INC | 132,802 | $98.0B | 1.16% | |
| 6 | VOOVANGUARD INDEX FDS | 163,603 | $92.9B | 1.10% | |
| 7 | NDQINVESCO QQQ TR | 149,444 | $82.4B | 0.97% | |
| 8 | AAPLAPPLE INC | 401,172 | $82.3B | 0.97% | |
| 9 | VUGVANGUARD INDEX FDS | 169,030 | $74.1B | 0.88% | |
| 10 | VTVVANGUARD INDEX FDS | 411,778 | $72.8B | 0.86% | |
| 11 | SPYSPDR S&P 500 ETF TR | 117,753 | $72.8B | 0.86% | |
| 12 | AVGOBROADCOM INC | 262,073 | $72.2B | 0.85% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 1,240,653 | $70.7B | 0.84% | |
| 14 | JPMJPMORGAN CHASE & CO. | 238,357 | $69.1B | 0.82% | |
| 15 | VVISA INC | 191,327 | $67.9B | 0.80% | |
| 16 | IEMGISHARES INC | 1,130,199 | $67.8B | 0.80% | |
| 17 | NFLXNETFLIX INC | 48,000 | $64.3B | 0.76% | |
| 18 | GQ9SPDR GOLD TR | 197,582 | $60.2B | 0.71% | |
| 19 | QUALISHARES TR | 324,996 | $59.4B | 0.70% | |
| 20 | ORCLORACLE CORP | 251,578 | $55.0B | 0.65% | |
| 21 | IUSBISHARES TR | 1,186,494 | $54.9B | 0.65% | |
| 22 | GOOGLALPHABET INC | 307,714 | $54.2B | 0.64% | |
| 23 | EFVISHARES TR | 849,856 | $53.9B | 0.64% | |
| 24 | AQLTISHARES TR | 624,071 | $52.1B | 0.62% | |
| 25 | DONSPDR DOW JONES INDL AVERAGE | 116,535 | $51.4B | 0.61% | |
| 26 | IVWISHARES TR | 437,502 | $48.2B | 0.57% | |
| 27 | DYNFBLACKROCK ETF TRUST | 877,030 | $47.8B | 0.56% | |
| 28 | OACPUNIFIED SER TR | 2,058,145 | $46.9B | 0.55% | |
| 29 | KORPAMERICAN CENTY ETF TR | 958,522 | $45.1B | 0.53% | |
| 30 | MAMASTERCARD INCORPORATED | 78,128 | $43.9B | 0.52% | |
| 31 | OAIMUNIFIED SER TR | 1,144,587 | $43.7B | 0.52% | |
| 32 | GOOGALPHABET INC | 224,324 | $39.8B | 0.47% | |
| 33 | IVEISHARES TR | 193,306 | $37.8B | 0.45% | |
| 34 | TSLATESLA INC | 115,104 | $36.6B | 0.43% | |
| 35 | JNJJOHNSON & JOHNSON | 238,582 | $36.4B | 0.43% | |
| 36 | LLYELI LILLY & CO | 46,517 | $36.3B | 0.43% | |
| 37 | EFAISHARES TR | 394,002 | $35.2B | 0.42% | |
| 38 | VTIVANGUARD INDEX FDS | 115,285 | $35.0B | 0.41% | |
| 39 | ABBVABBVIE INC | 178,373 | $33.1B | 0.39% | |
| 40 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 142,052 | $32.2B | 0.38% | |
| 41 | WMTWALMART INC | 327,071 | $32.0B | 0.38% | |
| 42 | 4I1PHILIP MORRIS INTL INC | 175,105 | $31.9B | 0.38% | |
| 43 | CVXCHEVRON CORP NEW | 222,290 | $31.8B | 0.38% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 616,001 | $30.5B | 0.36% | |
| 45 | OALCUNIFIED SER TR | 925,763 | $30.0B | 0.35% | |
| 46 | XOMEXXON MOBIL CORP | 273,640 | $29.5B | 0.35% | |
| 47 | DGRWWISDOMTREE TR | 334,535 | $28.0B | 0.33% | |
| 48 | BSVVANGUARD BD INDEX FDS | 349,842 | $27.5B | 0.33% | |
| 49 | XLKSELECT SECTOR SPDR TR | 104,180 | $26.4B | 0.31% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 54,149 | $26.3B | 0.31% | |
| 51 | ABTABBOTT LABS | 184,269 | $25.1B | 0.30% | |
| 52 | PGPROCTER AND GAMBLE CO | 154,109 | $24.6B | 0.29% | |
| 53 | HDHOME DEPOT INC | 65,933 | $24.2B | 0.29% | |
| 54 | ACNACCENTURE PLC IRELAND | 79,845 | $23.9B | 0.28% | |
| 55 | NOWSERVICENOW INC | 23,113 | $23.8B | 0.28% | |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 80,548 | $23.7B | 0.28% | |
| 57 | FIXDFIRST TR EXCHNG TRADED FD VI | 536,175 | $23.5B | 0.28% | |
| 58 | OEFISHARES TR | 75,452 | $23.0B | 0.27% | |
| 59 | DISDISNEY WALT CO | 183,687 | $22.8B | 0.27% | |
| 60 | LQDISHARES TR | 207,684 | $22.8B | 0.27% | |
| 61 | CRMSALESFORCE INC | 82,378 | $22.5B | 0.27% | |
| 62 | AVUVAMERICAN CENTY ETF TR | 245,828 | $22.4B | 0.26% | |
| 63 | MTUMISHARES TR | 92,758 | $22.3B | 0.26% | |
| 64 | VVVANGUARD INDEX FDS | 77,736 | $22.2B | 0.26% | |
| 65 | SHOPSHOPIFY INC | 190,823 | $22.0B | 0.26% | |
| 66 | EFGISHARES TR | 196,131 | $22.0B | 0.26% | |
| 67 | IUSGISHARES TR | 145,409 | $21.9B | 0.26% | |
| 68 | IYWISHARES TR | 124,468 | $21.6B | 0.25% | |
| 69 | CSCOCISCO SYS INC | 309,683 | $21.5B | 0.25% | |
| 70 | WFCWELLS FARGO CO NEW | 264,222 | $21.2B | 0.25% | |
| 71 | KOCOCA COLA CO | 296,872 | $21.0B | 0.25% | |
| 72 | TRVCCITIGROUP INC | 243,459 | $20.7B | 0.24% | |
| 73 | GBILGOLDMAN SACHS ETF TR | 205,717 | $20.6B | 0.24% | |
| 74 | BACBANK AMERICA CORP | 434,512 | $20.6B | 0.24% | |
| 75 | ADPAUTOMATIC DATA PROCESSING IN | 66,536 | $20.5B | 0.24% | |
| 76 | BNDXVANGUARD CHARLOTTE FDS | 410,259 | $20.3B | 0.24% | |
| 77 | VBRVANGUARD INDEX FDS | 103,130 | $20.1B | 0.24% | |
| 78 | JPSTJ P MORGAN EXCHANGE TRADED F | 394,684 | $20.0B | 0.24% | |
| 79 | TMOTHERMO FISHER SCIENTIFIC INC | 48,579 | $19.7B | 0.23% | |
| 80 | TLHISHARES TR | 190,796 | $19.4B | 0.23% | |
| 81 | THROBLACKROCK ETF TRUST | 544,399 | $19.4B | 0.23% | |
| 82 | COSTCOSTCO WHSL CORP NEW | 19,374 | $19.2B | 0.23% | |
| 83 | QCOMQUALCOMM INC | 120,421 | $19.2B | 0.23% | |
| 84 | INTUINTUIT | 24,266 | $19.1B | 0.23% | |
| 85 | JAAAJANUS DETROIT STR TR | 376,124 | $19.1B | 0.23% | |
| 86 | ETNEATON CORP PLC | 53,430 | $19.1B | 0.23% | |
| 87 | SPDWSPDR INDEX SHS FDS | 470,480 | $19.0B | 0.22% | |
| 88 | DGROISHARES TR | 297,697 | $19.0B | 0.22% | |
| 89 | FTSMFIRST TR EXCHANGE-TRADED FD | 316,048 | $18.9B | 0.22% | |
| 90 | MCDMCDONALDS CORP | 63,174 | $18.5B | 0.22% | |
| 91 | ADBEADOBE INC | 47,587 | $18.4B | 0.22% | |
| 92 | ISRGINTUITIVE SURGICAL INC | 33,787 | $18.4B | 0.22% | |
| 93 | SCHGSCHWAB STRATEGIC TR | 627,847 | $18.3B | 0.22% | |
| 94 | AGGISHARES TR | 183,506 | $18.2B | 0.21% | |
| 95 | SJNKSPDR SER TR | 711,195 | $18.1B | 0.21% | |
| 96 | VGITVANGUARD SCOTTSDALE FDS | 299,105 | $17.9B | 0.21% | |
| 97 | BNDVANGUARD BD INDEX FDS | 241,857 | $17.8B | 0.21% | |
| 98 | VBKVANGUARD INDEX FDS | 62,789 | $17.4B | 0.21% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 55,416 | $17.3B | 0.20% | |
| 100 | MRSHMARSH & MCLENNAN COS INC | 78,073 | $17.1B | 0.20% |
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