Atria Investments, Inc Q3 2025 Filing

Filed November 6, 2025

Portfolio Value

$8.8T

Holdings

2,003

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,003 positions)

#StockSharesValue% PortfolioType
101
AXPAMERICAN EXPRESS CO
49,795$16.5B0.19%
102
SPSBSPDR SERIES TRUST
544,819$16.5B0.19%
103
PHPARKER-HANNIFIN CORP
21,685$16.4B0.19%
104
IAU*ISHARES GOLD TR
224,896$16.4B0.19%
105
ISCGISHARES TR
297,748$16.2B0.18%
106
TMOTHERMO FISHER SCIENTIFIC INC
33,246$16.1B0.18%
107
MRSHMARSH & MCLENNAN COS INC
80,004$16.1B0.18%
108
VIOVVANGUARD ADMIRAL FDS INC
169,242$16.1B0.18%
109
MBBISHARES TR
165,624$15.8B0.18%
110
TTTRANE TECHNOLOGIES PLC
36,451$15.4B0.18%
111
KLMNINVESCO EXCH TRADED FD TR II
125,995$15.3B0.17%
112
ABGCENCORA INC
48,761$15.2B0.17%
113
CRMSALESFORCE INC
64,153$15.2B0.17%
114
COSTCOSTCO WHSL CORP NEW
16,403$15.2B0.17%
115
MRKMERCK & CO INC
179,649$15.1B0.17%
116
SBUXSTARBUCKS CORP
177,434$15.0B0.17%
117
DGROISHARES TR
220,488$15.0B0.17%
118
ADIANALOG DEVICES INC
60,726$14.9B0.17%
119
VGTVANGUARD WORLD FD
19,926$14.9B0.17%
120
BACVERIZON COMMUNICATIONS INC
338,443$14.9B0.17%
121
APHAMPHENOL CORP NEW
118,857$14.7B0.17%
122
SPYMSPDR SERIES TRUST
183,499$14.4B0.16%
123
LINLINDE PLC
30,174$14.3B0.16%
124
XLFSELECT SECTOR SPDR TR
262,041$14.1B0.16%
125
QQQMINVESCO EXCH TRADED FD TR II
57,028$14.1B0.16%
126
LENLENNAR CORP
110,805$14.0B0.16%
127
LMBSFIRST TR EXCHANGE-TRADED FD
279,390$13.9B0.16%
128
PEPPEPSICO INC
97,185$13.6B0.16%
129
TAT&T INC
476,753$13.5B0.15%
130
PNCPNC FINL SVCS GROUP INC
66,906$13.4B0.15%
131
VCITVANGUARD SCOTTSDALE FDS
159,010$13.4B0.15%
132
PLDPROLOGIS INC.
115,921$13.3B0.15%
133
ISRGINTUITIVE SURGICAL INC
29,499$13.2B0.15%
134
ADSKAUTODESK INC
41,328$13.1B0.15%
135
ACNACCENTURE PLC IRELAND
53,016$13.1B0.15%
136
TLTISHARES TR
145,898$13.0B0.15%
137
RDVYFIRST TR EXCHANGE TRADED FD
193,425$13.0B0.15%
138
ZTSZOETIS INC
88,694$13.0B0.15%
139
VGITVANGUARD SCOTTSDALE FDS
214,313$12.9B0.15%
140
BIVVANGUARD BD INDEX FDS
162,904$12.7B0.15%
141
PLTRPALANTIR TECHNOLOGIES INC
69,131$12.6B0.14%
142
AVLVAMERICAN CENTY ETF TR
173,860$12.6B0.14%
143
RTXRTX CORPORATION
74,840$12.5B0.14%
144
GDGENERAL DYNAMICS CORP
36,096$12.3B0.14%
145
GMGENERAL MTRS CO
201,772$12.3B0.14%
146
NEENEXTERA ENERGY INC
161,526$12.2B0.14%
147
AGGYWISDOMTREE TR
275,102$12.2B0.14%
148
THOTHOR INDS INC
117,322$12.2B0.14%
149
OASCUNIFIED SER TR
422,521$12.1B0.14%
150
MNSTMONSTER BEVERAGE CORP NEW
177,149$11.9B0.14%
151
BILSPDR SERIES TRUST
129,687$11.9B0.14%
152
CBCHUBB LIMITED
42,002$11.9B0.14%
153
DWDMORGAN STANLEY
74,419$11.8B0.14%
154
CGMSCAPITAL GRP FIXED INCM ETF T
425,425$11.8B0.13%
155
AMATAPPLIED MATLS INC
57,362$11.7B0.13%
156
FDXFEDEX CORP
49,721$11.7B0.13%
157
BINCBLACKROCK ETF TRUST II
220,221$11.7B0.13%
158
AMGNAMGEN INC
41,447$11.7B0.13%
159
MDTMEDTRONIC PLC
122,406$11.7B0.13%
160
BKNGBOOKING HOLDINGS INC
2,145$11.6B0.13%
161
COPCONOCOPHILLIPS
122,422$11.6B0.13%
162
TFLOISHARES TR
227,935$11.5B0.13%
163
ICSHISHARES TR
226,576$11.5B0.13%
164
UNPUNION PAC CORP
48,052$11.4B0.13%
165
VVVANGUARD INDEX FDS
36,683$11.3B0.13%
166
LOWLOWES COS INC
44,753$11.2B0.13%
167
DGDOLLAR GEN CORP NEW
108,516$11.2B0.13%
168
VXUSVANGUARD STAR FDS
151,207$11.1B0.13%
169
QGRWWISDOMTREE TR
192,958$11.1B0.13%
170
XLCSELECT SECTOR SPDR TR
93,231$11.0B0.13%
171
BKBANK NEW YORK MELLON CORP
99,927$10.9B0.12%
172
HDVISHARES TR
88,834$10.9B0.12%
173
PANWPALO ALTO NETWORKS INC
53,111$10.8B0.12%
174
SPYGSPDR SERIES TRUST
103,280$10.8B0.12%
175
SCHDSCHWAB STRATEGIC TR
394,768$10.8B0.12%
176
TAFIAB ACTIVE ETFS INC
424,817$10.8B0.12%
177
CMCSACOMCAST CORP NEW
341,030$10.7B0.12%
178
VMBSVANGUARD SCOTTSDALE FDS
227,800$10.7B0.12%
179
ADBEADOBE INC
30,268$10.7B0.12%
180
HONHONEYWELL INTL INC
50,330$10.6B0.12%
181
NOCNORTHROP GRUMMAN CORP
17,364$10.6B0.12%
182
ASMLASML HOLDING N V
10,712$10.4B0.12%
183
COFCAPITAL ONE FINL CORP
48,706$10.4B0.12%
184
VODVODAFONE GROUP PLC NEW
891,128$10.3B0.12%
185
VRTXVERTEX PHARMACEUTICALS INC
25,919$10.2B0.12%
186
IXUSISHARES TR
122,616$10.1B0.12%
187
GEGE AEROSPACE
33,450$10.1B0.11%
188
ROLROLLINS INC
171,285$10.1B0.11%
189
SPGIS&P GLOBAL INC
20,666$10.1B0.11%
190
BSJQINVESCO EXCH TRD SLF IDX FD
426,926$10.0B0.11%
191
MGAMAGNA INTL INC
209,520$9.9B0.11%
192
PFEPFIZER INC
389,136$9.9B0.11%
193
GJUNFIRST TR EXCHNG TRADED FD VI
254,267$9.9B0.11%
194
BXBLACKSTONE INC
56,853$9.7B0.11%
195
SJNKSPDR SERIES TRUST
379,372$9.7B0.11%
196
BLVVANGUARD BD INDEX FDS
137,034$9.7B0.11%
197
FBNDFIDELITY MERRIMACK STR TR
209,712$9.7B0.11%
198
TXNTEXAS INSTRS INC
52,677$9.7B0.11%
199
IAGGISHARES TR
188,015$9.6B0.11%
200
SECTNORTHERN LTS FD TR IV
151,963$9.6B0.11%
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