Atria Investments, Inc Q4 2022 Filing

Filed January 31, 2023

Portfolio Value

$4878.4T

Holdings

763

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (763 positions)

#StockSharesValue% PortfolioType
101
CVSCVS HEALTH CORP
115,707$10.8T0.22%
102
AMGNAMGEN INC
40,925$10.7T0.22%
103
MDLZMONDELEZ INTL INC
160,141$10.7T0.22%
104
ZTSZOETIS INC
72,481$10.6T0.22%
105
ADSKAUTODESK INC
56,751$10.6T0.22%
106
NVONOVO-NORDISK A S
78,198$10.6T0.22%
107
DGDOLLAR GEN CORP NEW
42,593$10.5T0.21%
108
FALNISHARES TR
425,554$10.5T0.21%
109
BABOEING CO
54,834$10.4T0.21%
110
APDAIR PRODS & CHEMS INC
33,399$10.3T0.21%
111
BACBANK AMERICA CORP
309,798$10.3T0.21%
112
SJNKSPDR SER TR
421,928$10.2T0.21%
113
IBMINTERNATIONAL BUSINESS MACHS
72,288$10.2T0.21%
114
VBRVANGUARD INDEX FDS
63,923$10.2T0.21%
115
UNPUNION PAC CORP
48,961$10.1T0.21%
116
ADPAUTOMATIC DATA PROCESSING IN
42,038$10.0T0.21%
117
SPHDINVESCO EXCH TRADED FD TR II
228,341$10.0T0.21%
118
RTXRAYTHEON TECHNOLOGIES CORP
98,227$9.9T0.20%
119
BNDVANGUARD BD INDEX FDS
137,895$9.9T0.20%
120
GILDGILEAD SCIENCES INC
113,748$9.8T0.20%
121
LMTLOCKHEED MARTIN CORP
19,940$9.7T0.20%
122
CATCATERPILLAR INC
40,323$9.7T0.20%
123
MTUMISHARES TR
65,925$9.6T0.20%
124
FAPRFIRST TR EXCHNG TRADED FD VI
328,459$9.6T0.20%
125
BMYBRISTOL-MYERS SQUIBB CO
133,015$9.6T0.20%
126
SPGIS&P GLOBAL INC
28,444$9.5T0.20%
127
ELVELEVANCE HEALTH INC
18,554$9.5T0.20%
128
MNSTMONSTER BEVERAGE CORP NEW
93,662$9.5T0.19%
129
DEDEERE & CO
22,194$9.5T0.19%
130
TPHDTIMOTHY PLAN
302,546$9.4T0.19%
131
MRSHMARSH & MCLENNAN COS INC
56,699$9.4T0.19%
132
DYHTARGET CORP
61,953$9.2T0.19%
133
USMVISHARES TR
127,762$9.2T0.19%
134
FLRNSPDR SER TR
301,085$9.1T0.19%
135
SCHDSCHWAB STRATEGIC TR
119,468$9.0T0.18%
136
SCHWSCHWAB CHARLES CORP
108,136$9.0T0.18%
137
LENLENNAR CORP
98,891$8.9T0.18%
138
PNCPNC FINL SVCS GROUP INC
54,411$8.6T0.18%
139
VBVANGUARD INDEX FDS
46,726$8.6T0.18%
140
ISRGINTUITIVE SURGICAL INC
32,220$8.5T0.18%
141
SCHESCHWAB STRATEGIC TR
358,381$8.5T0.17%
142
IYWISHARES TR
113,830$8.5T0.17%
143
FVDFIRST TR VALUE LINE DIVID IN
211,262$8.4T0.17%
144
DHRDANAHER CORPORATION
31,753$8.4T0.17%
145
AMAXSTARBOARD INVT TR
1,099,966$8.4T0.17%
146
QCOMQUALCOMM INC
76,536$8.4T0.17%
147
CRMSALESFORCE INC
63,274$8.4T0.17%
148
ETNEATON CORP PLC
53,064$8.3T0.17%
149
GDGENERAL DYNAMICS CORP
33,499$8.3T0.17%
150
TLHISHARES TR
75,667$8.2T0.17%
151
IEIISHARES TR
70,451$8.1T0.17%
152
IGSBISHARES TR
162,361$8.1T0.17%
153
VRTXVERTEX PHARMACEUTICALS INC
27,644$8.0T0.16%
154
SPSBSPDR SER TR
271,213$8.0T0.16%
155
ICSHISHARES TR
159,176$8.0T0.16%
156
TRVCCITIGROUP INC
175,120$7.9T0.16%
157
XLFISELECT SECTOR SPDR TR
106,244$7.9T0.16%
158
VTIPVANGUARD MALVERN FDS
169,396$7.9T0.16%
159
CICIGNA CORP NEW
23,723$7.9T0.16%
160
MDTMEDTRONIC PLC
100,962$7.9T0.16%
161
IXUSISHARES TR
135,040$7.8T0.16%
162
TFLOISHARES TR
154,393$7.8T0.16%
163
PGRPROGRESSIVE CORP
59,608$7.7T0.16%
164
DISDISNEY WALT CO
88,344$7.7T0.16%
165
NOWSERVICENOW INC
19,547$7.6T0.16%
166
EFAISHARES TR
114,852$7.5T0.15%
167
FDXFEDEX CORP
43,077$7.5T0.15%
168
LQDHISHARES U S ETF TR
82,267$7.4T0.15%
169
SOSOUTHERN CO
104,010$7.4T0.15%
170
ABGAMERISOURCEBERGEN CORP
44,613$7.4T0.15%
171
IUSVISHARES TR
103,871$7.3T0.15%
172
UNOVINNOVATOR ETFS TR
263,789$7.3T0.15%
173
CBCHUBB LIMITED
33,117$7.3T0.15%
174
LINLINDE PLC
22,351$7.3T0.15%
175
BIVVANGUARD BD INDEX FDS
96,996$7.2T0.15%
176
ASMLASML HOLDING N V
13,181$7.2T0.15%
177
IWDISHARES TR
47,456$7.2T0.15%
178
VEUVANGUARD INTL EQUITY INDEX F
142,841$7.2T0.15%
179
VTEBVANGUARD MUN BD FDS
142,443$7.0T0.14%
180
VOEVANGUARD INDEX FDS
51,938$7.0T0.14%
181
FISFIDELITY NATL INFORMATION SV
103,215$7.0T0.14%
182
TJXTJX COS INC NEW
86,950$6.9T0.14%
183
LMBSFIRST TR EXCHANGE-TRADED FD
145,914$6.9T0.14%
184
PAYXPAYCHEX INC
59,057$6.8T0.14%
185
LQDISHARES TR
64,275$6.8T0.14%
186
FLOTISHARES TR
134,419$6.8T0.14%
187
TAT&T INC
367,169$6.8T0.14%
188
TFCTRUIST FINL CORP
156,659$6.7T0.14%
189
ADIANALOG DEVICES INC
40,965$6.7T0.14%
190
FDLFIRST TR MORNINGSTAR DIVID L
183,484$6.7T0.14%
191
DEODIAGEO PLC
37,597$6.7T0.14%
192
DUKDUKE ENERGY CORP NEW
64,629$6.7T0.14%
193
PLDPROLOGIS INC.
58,749$6.6T0.14%
194
INTUINTUIT
16,761$6.5T0.13%
195
AXPAMERICAN EXPRESS CO
43,961$6.5T0.13%
196
GMGENERAL MTRS CO
192,592$6.5T0.13%
197
WFCWELLS FARGO CO NEW
156,755$6.5T0.13%
198
AMTAMERICAN TOWER CORP NEW
30,461$6.5T0.13%
199
ADMARCHER DANIELS MIDLAND CO
69,351$6.4T0.13%
200
IVWISHARES TR
108,861$6.4T0.13%
PreviousPage 2 of 8Next