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
201
VYMIVANGUARD WHITEHALL FDS
112,692$9.5B0.11%
202
XLYSELECT SECTOR SPDR TR
39,704$9.5B0.11%
203
AQLTISHARES TR
411,521$9.5B0.11%
204
XLGINVESCO EXCHANGE TRADED FD T
164,835$9.5B0.11%
205
FCPIFIDELITY COVINGTON TRUST
188,993$9.5B0.11%
206
SHWSHERWIN WILLIAMS CO
27,164$9.4B0.11%
207
USBUS BANCORP DEL
193,352$9.3B0.11%
208
NVONOVO-NORDISK A S
168,339$9.3B0.11%
209
TSPAT ROWE PRICE ETF INC
222,573$9.3B0.11%
210
MCKMCKESSON CORP
12,061$9.3B0.11%
211
WMBWILLIAMS COS INC
146,908$9.3B0.11%
212
EMBISHARES TR
97,379$9.3B0.11%
213
XLVSELECT SECTOR SPDR TR
66,522$9.3B0.11%
214
IEFISHARES TR
95,858$9.2B0.11%
215
PVALPUTNAM ETF TRUST
215,909$9.2B0.11%
216
AEPAMERICAN ELEC PWR CO INC
81,812$9.2B0.11%
217
XLESELECT SECTOR SPDR TR
102,328$9.1B0.10%
218
WELLWELLTOWER INC
50,783$9.0B0.10%
219
CATCATERPILLAR INC
18,935$9.0B0.10%
220
SDVYFIRST TR EXCHANGE-TRADED FD
237,386$9.0B0.10%
221
SYKSTRYKER CORPORATION
24,365$9.0B0.10%
222
IWMISHARES TR
37,149$9.0B0.10%
223
PGRPROGRESSIVE CORP
36,222$8.9B0.10%
224
IJHISHARES TR
136,896$8.9B0.10%
225
SCHXSCHWAB STRATEGIC TR
338,137$8.9B0.10%
226
APDAIR PRODS & CHEMS INC
32,619$8.9B0.10%
227
XLUSELECT SECTOR SPDR TR
101,108$8.8B0.10%
228
FASTFASTENAL CO
179,673$8.8B0.10%
229
IYWISHARES TR
44,646$8.7B0.10%
230
MUBISHARES TR
81,311$8.7B0.10%
231
SNPSSYNOPSYS INC
17,355$8.6B0.10%
232
LONZPIMCO ETF TR
166,543$8.5B0.10%
233
ILDRFIRST TR EXCHNG TRADED FD VI
261,624$8.5B0.10%
234
ELCVSTRATEGY SHS
315,630$8.4B0.10%
235
RECSCOLUMBIA ETF TR I
209,020$8.4B0.10%
236
SOSOUTHERN CO
88,632$8.4B0.10%
237
ECLECOLAB INC
30,612$8.4B0.10%
238
GILDGILEAD SCIENCES INC
75,057$8.3B0.10%
239
CMECME GROUP INC
30,768$8.3B0.09%
240
KLACKLA CORP
7,703$8.3B0.09%
241
XFEBFIRST TR EXCH TRADED FD III
453,457$8.3B0.09%
242
AZNASTRAZENECA PLC
106,920$8.2B0.09%
243
SAPSAP SE
30,306$8.1B0.09%
244
WECWEC ENERGY GROUP INC
70,342$8.1B0.09%
245
VEUVANGUARD INTL EQUITY INDEX F
111,810$8.0B0.09%
246
BUFRFIRST TR EXCHNG TRADED FD VI
238,368$8.0B0.09%
247
AZOAUTOZONE INC
1,849$7.9B0.09%
248
LRCXLAM RESEARCH CORP
59,184$7.9B0.09%
249
DHRDANAHER CORPORATION
39,951$7.9B0.09%
250
TELTE CONNECTIVITY PLC
35,555$7.8B0.09%
251
DEDEERE & CO
16,883$7.7B0.09%
252
OAEMUNIFIED SER TR
222,992$7.7B0.09%
253
IWDISHARES TR
37,661$7.7B0.09%
254
VFLOVICTORY PORTFOLIOS II
204,255$7.7B0.09%
255
VIGIVANGUARD WHITEHALL FDS
85,397$7.6B0.09%
256
BSXBOSTON SCIENTIFIC CORP
77,476$7.6B0.09%
257
ANETARISTA NETWORKS INC
51,634$7.5B0.09%
258
TDYTELEDYNE TECHNOLOGIES INC
12,833$7.5B0.09%
259
MSCIMSCI INC
13,226$7.5B0.09%
260
NVSNNOVARTIS AG
58,465$7.5B0.09%
261
RHCRH PLC
62,317$7.5B0.09%
262
MASMASCO CORP
106,086$7.5B0.09%
263
HEGDLISTED FDS TR
298,086$7.4B0.08%
264
DUKDUKE ENERGY CORP NEW
59,864$7.4B0.08%
265
LMTLOCKHEED MARTIN CORP
14,790$7.4B0.08%
266
FSEPFIRST TR EXCHNG TRADED FD VI
144,667$7.3B0.08%
267
EMREMERSON ELEC CO
55,266$7.2B0.08%
268
APPAPPLOVIN CORP
10,007$7.2B0.08%
269
MDLZMONDELEZ INTL INC
114,993$7.2B0.08%
270
EBAEBAY INC.
78,796$7.2B0.08%
271
SCHFSCHWAB STRATEGIC TR
307,574$7.2B0.08%
272
JVALJ P MORGAN EXCHANGE TRADED F
149,408$7.1B0.08%
273
IGVISHARES TR
61,590$7.1B0.08%
274
ESNNORTHERN LTS FD TR II
415,038$7.1B0.08%
275
FDDFIRST TR EXCHANGE-TRADED FD
434,604$7.0B0.08%
276
MOALTRIA GROUP INC
105,929$7.0B0.08%
277
FAUGFIRST TR EXCHNG TRADED FD VI
133,722$6.9B0.08%
278
VYMVANGUARD WHITEHALL FDS
49,129$6.9B0.08%
279
WRBBERKLEY W R CORP
90,347$6.9B0.08%
280
SPTMSPDR SERIES TRUST
85,810$6.9B0.08%
281
PALCPACER FDS TR
133,421$6.9B0.08%
282
ETRENTERGY CORP NEW
74,107$6.9B0.08%
283
BRBROADRIDGE FINL SOLUTIONS IN
28,972$6.9B0.08%
284
SONYSONY GROUP CORP
238,292$6.9B0.08%
285
GLWCORNING INC
82,972$6.8B0.08%
286
DONWISDOMTREE TR
129,588$6.8B0.08%
287
CDNSCADENCE DESIGN SYSTEM INC
19,269$6.8B0.08%
288
FJULFIRST TR EXCHNG TRADED FD VI
123,394$6.8B0.08%
289
ABNBAIRBNB INC
55,572$6.7B0.08%
290
XSOEWISDOMTREE TR
177,794$6.7B0.08%
291
WMWASTE MGMT INC DEL
30,475$6.7B0.08%
292
CLHCLEAN HARBORS INC
28,927$6.7B0.08%
293
MLB1MERCADOLIBRE INC
2,867$6.7B0.08%
294
XLFISELECT SECTOR SPDR TR
85,079$6.7B0.08%
295
AJGGALLAGHER ARTHUR J & CO
21,512$6.7B0.08%
296
LBTYALIBERTY GLOBAL LTD
566,850$6.7B0.08%
297
VOVANGUARD INDEX FDS
22,583$6.6B0.08%
298
MPCMARATHON PETE CORP
34,297$6.6B0.08%
299
ARWARROW ELECTRS INC
54,127$6.5B0.07%
300
PYLDPIMCO ETF TR
242,411$6.5B0.07%
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