Atria Investments, Inc Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$8.0B
Holdings
1,846
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,846 positions)
| Stock | Value |
|---|---|
MBBISHARES TR | $16.0M |
XLFSELECT SECTOR SPDR TR | $15.9M |
BNDVANGUARD BD INDEX FDS | $15.9M |
ILDRFIRST TR EXCHNG TRADED FD VI | $15.7M |
ZTSZOETIS INC | $15.6M |
WFCWELLS FARGO CO NEW | $15.5M |
PEPPEPSICO INC | $15.4M |
LONZPIMCO ETF TR | $15.3M |
BLKBLACKROCK INC COM | $15.2M |
VIOVVANGUARD ADMIRAL FDS INC | $15.0M |
GBDCGOLUB CAP BDC INC | $14.9M |
AXPAMERICAN EXPRESS CO | $14.9M |
IWDISHARES TR | $14.6M |
SPGIS&P GLOBAL INC | $14.5M |
BXBLACKSTONE INC | $14.5M |
BACVERIZON COMMUNICATIONS INC | $14.5M |
JAAAJANUS DETROIT STR TR | $14.5M |
SPYMSPDR SER TR | $14.4M |
FLQLFRANKLIN TEMPLETON ETF TR | $14.3M |
UNPUNION PAC CORP | $14.3M |
LOWLOWES COS INC | $14.1M |
CMCSACOMCAST CORP NEW | $14.1M |
PNCPNC FINL SVCS GROUP INC | $14.0M |
GBILGOLDMAN SACHS ETF TR | $14.0M |
ISCGISHARES TR | $13.8M |
TAT&T INC | $13.7M |
GSGOLDMAN SACHS GROUP INC | $13.7M |
SPYGSPDR SER TR | $13.7M |
ELCVSTRATEGY SHS EVENTIDE HIGH DI | $13.7M |
CBCHUBB LIMITED | $13.6M |
USPXFRANKLIN TEMPLETON ETF TR | $13.5M |
TTTRANE TECHNOLOGIES PLC | $13.5M |
NVONOVO-NORDISK A S | $13.4M |
USBUS BANCORP DEL | $13.4M |
XLESELECT SECTOR SPDR TR | $13.4M |
PGRPROGRESSIVE CORP | $13.3M |
DWDMORGAN STANLEY | $13.2M |
LMBSFIRST TR EXCHANGE-TRADED FD | $13.1M |
VBVANGUARD INDEX FDS | $13.1M |
BILSPDR SER TR | $12.9M |
TXNTEXAS INSTRS INC | $12.7M |
FFLCFIDELITY COVINGTON TRUST | $12.6M |
SCHGSCHWAB STRATEGIC TR | $12.5M |
VMBSVANGUARD SCOTTSDALE FDS | $12.5M |
SBUXSTARBUCKS CORP | $12.5M |
HDVISHARES TR | $12.5M |
LINLINDE PLC | $12.5M |
LENLENNAR CORP | $12.4M |
AVLVAMERICAN CENTY ETF TR | $12.1M |
BKLNINVESCO EXCH TRADED FD TR II | $12.1M |
BUFRFIRST TR EXCHNG TRADED FD VI | $12.1M |
WDAYWORKDAY INC | $12.1M |
GJUNFIRST TR EXCHNG TRADED FD VI | $12.1M |
SCHDSCHWAB STRATEGIC TR | $12.1M |
GMGENERAL MTRS CO | $12.0M |
BUFZFIRST TR EXCHNG TRADED FD VI | $12.0M |
SHWSHERWIN WILLIAMS CO | $11.9M |
AGGYWISDOMTREE TR | $11.9M |
CGMSCAPITAL GRP FIXED INCM ETF T | $11.9M |
BIVVANGUARD BD INDEX FDS | $11.8M |
BABOEING CO | $11.7M |
AMGNAMGEN INC | $11.6M |
LMTLOCKHEED MARTIN CORP | $11.4M |
IWMISHARES TR | $11.4M |
SECTNORTHERN LTS FD TR IV | $11.3M |
TFLOISHARES TR | $11.2M |
ICSHISHARES TR | $11.2M |
SCHFSCHWAB STRATEGIC TR | $11.2M |
CATCATERPILLAR INC | $11.2M |
SPSBSPDR SER TR | $11.1M |
ADIANALOG DEVICES INC | $11.0M |
PANWPALO ALTO NETWORKS INC | $11.0M |
NEENEXTERA ENERGY INC | $10.9M |
ADSKAUTODESK INC | $10.9M |
MUBISHARES TR | $10.6M |
XLVSELECT SECTOR SPDR TR | $10.6M |
AQLTISHARES TR | $10.5M |
SCHWSCHWAB CHARLES CORP | $10.4M |
MOATVANECK ETF TRUST | $10.4M |
BMYBRISTOL-MYERS SQUIBB CO | $10.4M |
VGTVANGUARD WORLD FD | $10.3M |
VEUVANGUARD INTL EQUITY INDEX F | $10.3M |
FISVFISERV INC | $10.3M |
BKNGBOOKING HOLDINGS INC | $10.1M |
JULUAIM ETF PRODUCTS TRUST | $10.1M |
SOSOUTHERN CO | $10.0M |
MSCIMSCI INC | $10.0M |
MNSTMONSTER BEVERAGE CORP NEW | $10.0M |
GDGENERAL DYNAMICS CORP | $9.9M |
XLYSELECT SECTOR SPDR TR | $9.9M |
COPCONOCOPHILLIPS | $9.6M |
PYPLPAYPAL HLDGS INC | $9.6M |
VTEBVANGUARD MUN BD FDS | $9.6M |
NOCNORTHROP GRUMMAN CORP | $9.6M |
SYKSTRYKER CORPORATION | $9.6M |
IJHISHARES TR | $9.5M |
VXUSVANGUARD STAR FDS | $9.4M |
APDAIR PRODS & CHEMS INC | $9.4M |
IEFISHARES TR | $9.3M |
FBNDFIDELITY MERRIMACK STR TR | $9.3M |