Atria Investments, Inc Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$5.6B

Holdings

842

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (842 positions)

StockValue
USPXFRANKLIN TEMPLETON ETF TR
$11.0M
SPGIS&P GLOBAL INC
$11.0M
IVWISHARES TR
$11.0M
VBVANGUARD INDEX FDS
$11.0M
HONHONEYWELL INTL INC
$11.0M
UNPUNION PAC CORP
$11.0M
PULSPGIM ETF TR
$11.0M
SBUXSTARBUCKS CORP
$11.0M
BNDVANGUARD BD INDEX FDS
$11.0M
BABOEING CO
$10.0M
BACBANK AMERICA CORP
$10.0M
BACVERIZON COMMUNICATIONS INC
$10.0M
MDTMEDTRONIC PLC
$10.0M
SHYISHARES TR
$10.0M
TJXTJX COS INC NEW
$10.0M
PFEPFIZER INC
$10.0M
QCOMQUALCOMM INC
$10.0M
SCHDSCHWAB STRATEGIC TR
$10.0M
IBMINTERNATIONAL BUSINESS MACHS
$10.0M
FIXDFIRST TR EXCHNG TRADED FD VI
$10.0M
MDLZMONDELEZ INTL INC
$10.0M
SCHWSCHWAB CHARLES CORP
$10.0M
BIVVANGUARD BD INDEX FDS
$10.0M
EUSBISHARES TR
$9.0M
FDXFEDEX CORP
$9.0M
TIPISHARES TR
$9.0M
SJNKSPDR SER TR
$9.0M
GJUNFIRST TR EXCHNG TRADED FD VI
$9.0M
MNSTMONSTER BEVERAGE CORP NEW
$9.0M
XLYSELECT SECTOR SPDR TR
$9.0M
DISDISNEY WALT CO
$9.0M
VXUSVANGUARD STAR FDS
$9.0M
IYWISHARES TR
$9.0M
DHRDANAHER CORPORATION
$9.0M
LINLINDE PLC
$9.0M
VGTVANGUARD WORLD FDS
$9.0M
ILDRFIRST TR EXCHNG TRADED FD VI
$9.0M
PLDPROLOGIS INC.
$9.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$9.0M
FVDFIRST TR VALUE LINE DIVID IN
$8.0M
VDEVANGUARD WORLD FDS
$8.0M
VOXVANGUARD WORLD FDS
$8.0M
PGRPROGRESSIVE CORP
$8.0M
RSPINVESCO EXCHANGE TRADED FD T
$8.0M
IWFISHARES TR
$8.0M
USBUS BANCORP DEL
$8.0M
SHVISHARES TR
$8.0M
GQ9SPDR GOLD TR
$8.0M
BMYBRISTOL-MYERS SQUIBB CO
$8.0M
ELVELEVANCE HEALTH INC
$8.0M
LMTLOCKHEED MARTIN CORP
$8.0M
BXBLACKSTONE INC
$8.0M
PHPARKER-HANNIFIN CORP
$8.0M
TAT&T INC
$8.0M
DGROISHARES TR
$8.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$8.0M
TRVCCITIGROUP INC
$8.0M
SOSOUTHERN CO
$8.0M
ICSHISHARES TR
$8.0M
WDAYWORKDAY INC
$8.0M
CWBSPDR SER TR
$8.0M
LQDISHARES TR
$8.0M
PNCPNC FINL SVCS GROUP INC
$7.0M
XLESELECT SECTOR SPDR TR
$7.0M
HYGISHARES TR
$7.0M
AXPAMERICAN EXPRESS CO
$7.0M
SHWSHERWIN WILLIAMS CO
$7.0M
PANWPALO ALTO NETWORKS INC
$7.0M
MCHPMICROCHIP TECHNOLOGY INC.
$7.0M
NOCNORTHROP GRUMMAN CORP
$7.0M
IUSVISHARES TR
$7.0M
VYMVANGUARD WHITEHALL FDS
$7.0M
ABGCENCORA INC
$7.0M
PYPLPAYPAL HLDGS INC
$7.0M
VVVANGUARD INDEX FDS
$7.0M
IJRISHARES TR
$7.0M
VTEBVANGUARD MUN BD FDS
$7.0M
GMGENERAL MTRS CO
$7.0M
IXUSISHARES TR
$7.0M
GDGENERAL DYNAMICS CORP
$7.0M
WFCWELLS FARGO CO NEW
$7.0M
MUBISHARES TR
$7.0M
MGVVANGUARD WORLD FD
$7.0M
FLRNSPDR SER TR
$7.0M
VDCVANGUARD WORLD FDS
$7.0M
IEIISHARES TR
$7.0M
VRTXVERTEX PHARMACEUTICALS INC
$7.0M
TTTRANE TECHNOLOGIES PLC
$7.0M
FLQLFRANKLIN TEMPLETON ETF TR
$7.0M
AMATAPPLIED MATLS INC
$7.0M
8CWCROWN CASTLE INC
$7.0M
IGSBISHARES TR
$6.0M
INTCINTEL CORP
$6.0M
OXYOCCIDENTAL PETE CORP
$6.0M
DWDMORGAN STANLEY
$6.0M
LONZPIMCO ETF TR
$6.0M
MGAMAGNA INTL INC
$6.0M
VFHVANGUARD WORLD FDS
$6.0M
DEDEERE & CO
$6.0M
NEENEXTERA ENERGY INC
$6.0M
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