Atria Investments, Inc Q3 2021 Filing

Filed November 16, 2021

Portfolio Value

$5.5T

Holdings

782

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (782 positions)

#StockSharesValue% PortfolioType
101
VOXVANGUARD WORLD FDS
87,883$12.4B0.22%
102
NFLXNETFLIX INC
20,251$12.4B0.22%
103
UPSUNITED PARCEL SERVICE INC
67,506$12.3B0.22%
104
BLVVANGUARD BD INDEX FDS
117,028$12.0B0.22%
105
SPDWSPDR INDEX SHS FDS
328,658$11.9B0.21%
106
VCRVANGUARD WORLD FDS
38,372$11.9B0.21%
107
UAUGINNOVATOR ETFS TR
417,881$11.9B0.21%
108
ADPAUTOMATIC DATA PROCESSING IN
59,288$11.9B0.21%
109
FCTRFIRST TR EXCHANGE-TRADED FD
346,758$11.8B0.21%
110
AMTAMERICAN TOWER CORP NEW
44,079$11.7B0.21%
111
IXGISHARES TR
149,031$11.7B0.21%
112
SHWSHERWIN WILLIAMS CO
41,284$11.5B0.21%
113
VDCVANGUARD WORLD FDS
64,071$11.5B0.21%
114
SCHXSCHWAB STRATEGIC TR
110,026$11.4B0.21%
115
XLISELECT SECTOR SPDR TR
116,605$11.4B0.21%
116
MCDMCDONALDS CORP
47,105$11.4B0.21%
117
DHRDANAHER CORPORATION
37,272$11.3B0.20%
118
ASMLASML HOLDING N V
15,003$11.2B0.20%
119
WMTWALMART INC
79,698$11.1B0.20%
120
VBVANGUARD INDEX FDS
50,532$11.1B0.20%
121
BACBK OF AMERICA CORP
257,664$10.9B0.20%
122
VEUVANGUARD INTL EQUITY INDEX F
176,059$10.7B0.19%
123
XOMEXXON MOBIL CORP
178,966$10.5B0.19%
124
SHYISHARES TR
121,527$10.5B0.19%
125
HDEFDBX ETF TR
456,675$10.4B0.19%
126
COMTISHARES U S ETF TR
287,185$10.3B0.19%
127
BABOEING CO
46,785$10.3B0.19%
128
FALNISHARES TR
336,831$10.1B0.18%
129
NEENEXTERA ENERGY INC
128,641$10.1B0.18%
130
DGDOLLAR GEN CORP NEW
47,379$10.1B0.18%
131
XLRESELECT SECTOR SPDR TR
224,492$10.0B0.18%
132
VISVANGUARD WORLD FDS
52,353$9.8B0.18%
133
PFEPFIZER INC
223,489$9.6B0.17%
134
MBBISHARES TR
87,351$9.4B0.17%
135
IYEISHARES TR
328,824$9.3B0.17%
136
IEMGISHARES INC
150,191$9.3B0.17%
137
IEFISHARES TR
80,080$9.2B0.17%
138
MOALTRIA GROUP INC
202,471$9.2B0.17%
139
KRANESHARES TR
285,997$9.2B0.17%
140
EMBISHARES TR
82,401$9.1B0.16%
141
NOWSERVICENOW INC
14,425$9.0B0.16%
142
DEDEERE & CO
26,751$9.0B0.16%
143
INTUINTUIT
16,368$8.8B0.16%
144
LMTLOCKHEED MARTIN CORP
25,505$8.8B0.16%
145
VDEVANGUARD WORLD FDS
118,215$8.7B0.16%
146
TSLATESLA INC
11,264$8.7B0.16%
147
MNSTMONSTER BEVERAGE CORP NEW
97,920$8.7B0.16%
148
KOCOCA COLA CO
164,004$8.6B0.16%
149
CVSCVS HEALTH CORP
100,312$8.5B0.15%
150
DEODIAGEO PLC
43,571$8.4B0.15%
151
BABAALIBABA GROUP HLDG LTD
55,730$8.3B0.15%
152
ISRGINTUITIVE SURGICAL INC
8,179$8.1B0.15%
153
XLESELECT SECTOR SPDR TR
155,950$8.1B0.15%
154
LINLINDE PLC
27,684$8.1B0.15%
155
AMGNAMGEN INC
38,159$8.1B0.15%
156
CATCATERPILLAR INC
41,842$8.0B0.15%
157
LLYLILLY ELI & CO
34,726$8.0B0.14%
158
NVONOVO-NORDISK A S
82,823$8.0B0.14%
159
XLFISELECT SECTOR SPDR TR
113,048$7.8B0.14%
160
VNQVANGUARD INDEX FDS
76,221$7.8B0.14%
161
USMVISHARES TR
105,380$7.7B0.14%
162
SPYGSPDR SER TR
120,858$7.7B0.14%
163
NVSNNOVARTIS AG
94,556$7.7B0.14%
164
VONGVANGUARD SCOTTSDALE FDS
109,737$7.7B0.14%
165
LMBSFIRST TR EXCHANGE-TRADED FD
152,354$7.7B0.14%
166
TTTRANE TECHNOLOGIES PLC
44,409$7.7B0.14%
167
INTCINTEL CORP
141,677$7.5B0.14%
168
FDSFACTSET RESH SYS INC
19,010$7.5B0.14%
169
RSPTINVESCO EXCHANGE TRADED FD T
26,036$7.5B0.14%
170
AOKISHARES TR
188,424$7.4B0.13%
171
RTXRAYTHEON TECHNOLOGIES CORP
86,437$7.4B0.13%
172
HYLSFIRST TR EXCHANGE-TRADED FD
153,317$7.4B0.13%
173
ILMNILLUMINA INC
18,061$7.3B0.13%
174
UNPUNION PAC CORP
36,917$7.2B0.13%
175
PNCPNC FINL SVCS GROUP INC
36,685$7.2B0.13%
176
RSPINVESCO EXCHANGE TRADED FD T
47,780$7.2B0.13%
177
LRCXEURLAM RESEARCH CORP
12,470$7.1B0.13%
178
MRSHMARSH & MCLENNAN COS INC
46,739$7.1B0.13%
179
AKXANSYS INC
20,756$7.1B0.13%
180
TRVCCITIGROUP INC
100,664$7.1B0.13%
181
VBRVANGUARD INDEX FDS
41,600$7.0B0.13%
182
PAYXPAYCHEX INC
62,231$7.0B0.13%
183
ROPROPER TECHNOLOGIES INC
15,557$6.9B0.13%
184
SPGIS&P GLOBAL INC
16,314$6.9B0.13%
185
SCHDSCHWAB STRATEGIC TR
90,819$6.7B0.12%
186
AFIFTWO RDS SHARED TR
689,743$6.6B0.12%
187
SCHGSCHWAB STRATEGIC TR
44,663$6.6B0.12%
188
HYLBDBX ETF TR
164,091$6.6B0.12%
189
APDAIR PRODS & CHEMS INC
25,672$6.6B0.12%
190
PLDPROLOGIS INC.
52,061$6.5B0.12%
191
SONYSONY GROUP CORPORATION
59,010$6.5B0.12%
192
SGOLABERDEEN STD GOLD ETF TR
383,035$6.5B0.12%
193
NXPINXP SEMICONDUCTORS N V
32,794$6.4B0.12%
194
ETNEATON CORP PLC
42,837$6.4B0.12%
195
MDLZMONDELEZ INTL INC
109,339$6.4B0.11%
196
COPCONOCOPHILLIPS
93,590$6.3B0.11%
197
VOVANGUARD INDEX FDS
26,475$6.3B0.11%
198
ULUNILEVER PLC
115,527$6.3B0.11%
199
IWFISHARES TR
22,845$6.3B0.11%
200
TFCTRUIST FINL CORP
106,690$6.3B0.11%
PreviousPage 2 of 8Next