Atria Investments, Inc Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$4.1T

Holdings

668

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (668 positions)

#StockSharesValue% PortfolioType
201
CWBSPDR SER TR
58,871$4.9B0.12%
202
SCHESCHWAB STRATEGIC TR
157,787$4.8B0.12%
203
FLOTISHARES TR
95,291$4.8B0.12%
204
XLBSELECT SECTOR SPDR TR
66,496$4.8B0.12%
205
CITCINTAS CORP
13,576$4.8B0.12%
206
FOXFFOX FACTORY HLDG CORP
43,765$4.6B0.11%
207
NOWSERVICENOW INC
8,348$4.6B0.11%
208
VISVANGUARD WORLD FDS
26,900$4.6B0.11%
209
CERNCHFCERNER CORP
58,220$4.6B0.11%
210
VNQVANGUARD INDEX FDS
52,874$4.5B0.11%
211
ULUNILEVER PLC
73,840$4.5B0.11%
212
SOSOUTHERN CO
72,196$4.4B0.11%
213
EFAISHARES TR
60,176$4.4B0.11%
214
NSCNORFOLK SOUTHN CORP
18,443$4.4B0.11%
215
CINFCINCINNATI FINL CORP
49,868$4.4B0.11%
216
PGRPROGRESSIVE CORP
43,776$4.3B0.10%
217
VODVODAFONE GROUP PLC NEW
262,641$4.3B0.10%
218
ECLECOLAB INC
19,986$4.3B0.10%
219
AFWALIGN TECHNOLOGY INC
8,089$4.3B0.10%
220
IWMISHARES TR
21,952$4.3B0.10%
221
VOVANGUARD INDEX FDS
20,809$4.3B0.10%
222
PLDPROLOGIS INC.
43,041$4.3B0.10%
223
DDOMINION ENERGY INC
56,826$4.3B0.10%
224
MCXMCCORMICK & CO INC
44,076$4.2B0.10%
225
MLB1MERCADOLIBRE INC
2,496$4.2B0.10%
226
VPUVANGUARD WORLD FDS
30,342$4.2B0.10%
227
KRANESHARES TR
144,632$4.2B0.10%
228
XLESELECT SECTOR SPDR TR
108,114$4.1B0.10%
229
MDLZMONDELEZ INTL INC
69,984$4.1B0.10%
230
FTSMFIRST TR EXCHANGE-TRADED FD
68,096$4.1B0.10%
231
BF/BBROWN FORMAN CORP
51,419$4.1B0.10%
232
VXFVANGUARD INDEX FDS
24,782$4.1B0.10%
233
ABGAMERISOURCEBERGEN CORP
41,705$4.1B0.10%
234
VTEBVANGUARD MUN BD FDS
73,754$4.1B0.10%
235
FISFIDELITY NATL INFORMATION SV
28,745$4.1B0.10%
236
IAUUSDISHARES GOLD TRUST
223,181$4.0B0.10%
237
VCITVANGUARD SCOTTSDALE FDS
41,596$4.0B0.10%
238
GMGENERAL MTRS CO
96,765$4.0B0.10%
239
ATHMAUTOHOME INC
40,319$4.0B0.10%
240
SCHDSCHWAB STRATEGIC TR
61,914$4.0B0.10%
241
DIALCOLUMBIA ETF TR I
179,641$4.0B0.10%
242
TROWPRICE T ROWE GROUP INC
26,177$4.0B0.10%
243
SHOPSHOPIFY INC
3,445$3.9B0.09%
244
HEIHEICO CORP NEW
33,278$3.9B0.09%
245
IBMINTERNATIONAL BUSINESS MACHS
30,760$3.9B0.09%
246
MRSHMARSH & MCLENNAN COS INC
33,008$3.9B0.09%
247
SPYMSPDR SER TR
87,245$3.8B0.09%
248
FPXFIRST TR EXCHANGE TRADED FD
32,111$3.8B0.09%
249
MOATVANECK VECTORS ETF TR
60,997$3.8B0.09%
250
BKNGBOOKING HOLDINGS INC
1,685$3.8B0.09%
251
ELVANTHEM INC
11,620$3.7B0.09%
252
ROSTROSS STORES INC
29,900$3.7B0.09%
253
MINTPIMCO ETF TR
35,923$3.7B0.09%
254
GILDGILEAD SCIENCES INC
62,769$3.7B0.09%
255
EXPDEXPEDITORS INTL WASH INC
38,142$3.6B0.09%
256
MKTXMARKETAXESS HLDGS INC
6,358$3.6B0.09%
257
FASTFASTENAL CO
74,173$3.6B0.09%
258
AVLRUSDAVALARA INC
21,801$3.6B0.09%
259
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
43,703$3.6B0.09%
260
PAYCPAYCOM SOFTWARE INC
7,841$3.5B0.09%
261
MGAMAGNA INTL INC
49,524$3.5B0.08%
262
ALSALLSTATE CORP
31,834$3.5B0.08%
263
IQVIQVIA HLDGS INC
19,462$3.5B0.08%
264
JCIJOHNSON CTLS INTL PLC
74,588$3.5B0.08%
265
SCHMSCHWAB STRATEGIC TR
50,326$3.4B0.08%
266
IJHISHARES TR
14,825$3.4B0.08%
267
NOCNORTHROP GRUMMAN CORP
11,146$3.4B0.08%
268
HDBHDFC BANK LTD
46,985$3.4B0.08%
269
AXPAMERICAN EXPRESS CO
28,052$3.4B0.08%
270
DUKDUKE ENERGY CORP NEW
36,782$3.4B0.08%
271
IVEISHARES TR
26,106$3.3B0.08%
272
CPRTCOPART INC
26,074$3.3B0.08%
273
ENBENBRIDGE INC
102,968$3.3B0.08%
274
ONCBEIGENE LTD
12,733$3.3B0.08%
275
DAUGFIRST TR EXCHNG TRADED FD VI
99,181$3.3B0.08%
276
VRSKVERISK ANALYTICS INC
15,786$3.3B0.08%
277
VOTVANGUARD INDEX FDS
15,277$3.2B0.08%
278
VRPINVESCO EXCH TRADED FD TR II
123,759$3.2B0.08%
279
KRANESHARES TR
124,974$3.2B0.08%
280
METMETLIFE INC
67,803$3.2B0.08%
281
IHS MARKIT LTD
35,339$3.2B0.08%
282
IBKRINTERACTIVE BROKERS GROUP IN
51,991$3.2B0.08%
283
SCHWSCHWAB CHARLES CORP
59,675$3.2B0.08%
284
AZPNUSDASPEN TECHNOLOGY INC
24,200$3.2B0.08%
285
IUSBISHARES TR
57,532$3.1B0.08%
286
SPHBINVESCO EXCH TRADED FD TR II
55,246$3.1B0.08%
287
CDWCDW CORP
23,732$3.1B0.08%
288
ADIANALOG DEVICES INC
21,145$3.1B0.08%
289
FVCFIRST TR EXCHANGE-TRADED FD
100,244$3.1B0.08%
290
WDAYWORKDAY INC
12,989$3.1B0.08%
291
JPSTJ P MORGAN EXCHANGE-TRADED F
61,239$3.1B0.08%
292
BLESNORTHERN LTS FD TR IV
92,925$3.1B0.07%
293
XHBSPDR SER TR
53,746$3.1B0.07%
294
MORNMORNINGSTAR INC
13,371$3.1B0.07%
295
VOEVANGUARD INDEX FDS
25,926$3.1B0.07%
296
APTVAPTIV PLC
23,614$3.1B0.07%
297
SCHASCHWAB STRATEGIC TR
34,533$3.1B0.07%
298
FVDFIRST TR VALUE LINE DIVID IN
87,392$3.1B0.07%
299
J P MORGAN EXCHANGE-TRADED F
109,201$3.1B0.07%
300
FTCSFIRST TR EXCHANGE-TRADED FD
45,247$3.1B0.07%
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