Atria Investments, Inc Q3 2022 Filing
Filed November 1, 2022
Portfolio Value
$4.5B
Holdings
734
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (734 positions)
| Stock | Value |
|---|---|
BSVVANGUARD BD INDEX FDS | $139.8M |
IVVISHARES TR | $124.2M |
OACPUNIFIED SER TR | $96.9M |
MSFTMICROSOFT CORP | $89.2M |
SPYSPDR S&P 500 ETF TR | $71.4M |
AAPLAPPLE INC | $60.7M |
OALCUNIFIED SER TR | $49.0M |
ESGUISHARES TR | $48.7M |
AMZNAMAZON COM INC | $47.6M |
OAIMUNIFIED SER TR | $45.9M |
VTVVANGUARD INDEX FDS | $45.4M |
SHVISHARES TR | $44.7M |
VEAVANGUARD TAX-MANAGED FDS | $39.7M |
VUGVANGUARD INDEX FDS | $37.7M |
NDQINVESCO QQQ TR | $36.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $35.2M |
DONSPDR DOW JONES INDL AVERAGE | $33.9M |
VGSHVANGUARD SCOTTSDALE FDS | $32.0M |
JNJJOHNSON & JOHNSON | $31.0M |
VOOVANGUARD INDEX FDS | $30.2M |
HDEFDBX ETF TR | $29.7M |
BILSPDR SER TR | $29.4M |
CVXCHEVRON CORP NEW | $28.3M |
VVISA INC | $28.3M |
IUSBISHARES TR | $28.3M |
GOOGLALPHABET INC | $27.6M |
AQLTISHARES TR | $26.5M |
AQLTISHARES TR | $24.8M |
VTIVANGUARD INDEX FDS | $23.2M |
SHYISHARES TR | $22.4M |
GOOGALPHABET INC | $22.4M |
JPMJPMORGAN CHASE & CO | $22.0M |
MAMASTERCARD INCORPORATED | $21.0M |
EFVISHARES TR | $20.7M |
MRKMERCK & CO INC | $20.2M |
EFAISHARES TR | $19.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $19.2M |
ABBVABBVIE INC | $19.2M |
METAMETA PLATFORMS INC | $18.9M |
SPYDSPDR SER TR | $18.8M |
IWFISHARES TR | $18.4M |
PGPROCTER AND GAMBLE CO | $18.3M |
SHYGISHARES TR | $18.0M |
OAEMUNIFIED SER TR | $17.8M |
BNDXVANGUARD CHARLOTTE FDS | $17.5M |
LQDHISHARES U S ETF TR | $17.1M |
PEPPEPSICO INC | $17.0M |
HDHOME DEPOT INC | $16.8M |
TXNTEXAS INSTRS INC | $16.6M |
EFGISHARES TR | $16.3M |
BUFDFIRST TR EXCHNG TRADED FD VI | $16.3M |
CSCOCISCO SYS INC | $16.2M |
VCSHVANGUARD SCOTTSDALE FDS | $16.0M |
VWOVANGUARD INTL EQUITY INDEX F | $15.6M |
LOWLOWES COS INC | $15.6M |
VTVANGUARD INTL EQUITY INDEX F | $15.6M |
UPSUNITED PARCEL SERVICE INC | $15.5M |
XLVSELECT SECTOR SPDR TR | $15.5M |
IBDNORTHERN LTS FD TR IV | $15.4M |
AVGOBROADCOM INC | $15.3M |
XLKSELECT SECTOR SPDR TR | $15.2M |
ACNACCENTURE PLC IRELAND | $14.7M |
IEMGISHARES INC | $14.5M |
LLYLILLY ELI & CO | $14.1M |
XOMEXXON MOBIL CORP | $14.1M |
TLTISHARES TR | $14.0M |
KOCOCA COLA CO | $13.3M |
8CWCROWN CASTLE INC | $13.3M |
BKLNINVESCO EXCH TRADED FD TR II | $13.1M |
MCDMCDONALDS CORP | $13.0M |
TSLATESLA INC | $12.7M |
SRLNSSGA ACTIVE ETF TR | $12.5M |
COPCONOCOPHILLIPS | $12.4M |
IJRISHARES TR | $12.4M |
WMTWALMART INC | $12.4M |
SCHFSCHWAB STRATEGIC TR | $12.0M |
NVDANVIDIA CORPORATION | $12.0M |
CVSCVS HEALTH CORP | $11.9M |
VMBSVANGUARD SCOTTSDALE FDS | $11.9M |
BNDVANGUARD BD INDEX FDS | $11.8M |
SBUXSTARBUCKS CORP | $11.7M |
COSTCOSTCO WHSL CORP NEW | $11.7M |
ADBEADOBE SYSTEMS INCORPORATED | $11.5M |
VTIPVANGUARD MALVERN FDS | $11.5M |
CMCSACOMCAST CORP NEW | $11.4M |
CRMSALESFORCE INC | $11.3M |
VBVANGUARD INDEX FDS | $11.2M |
FVCFIRST TR EXCHANGE-TRADED FD | $11.1M |
4I1PHILIP MORRIS INTL INC | $11.0M |
USBUS BANCORP DEL | $10.8M |
ADSKAUTODESK INC | $10.7M |
NEENEXTERA ENERGY INC | $10.7M |
ORCLORACLE CORP | $10.6M |
ABTABBOTT LABS | $10.5M |
TIPISHARES TR | $10.4M |
PFEPFIZER INC | $10.4M |
AMGNAMGEN INC | $10.4M |
USMVISHARES TR | $10.2M |
VVVANGUARD INDEX FDS | $10.1M |
BACVERIZON COMMUNICATIONS INC | $10.1M |
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