Atria Investments, Inc Q1 2023 Filing
Filed May 10, 2023
Portfolio Value
$5.3B
Holdings
810
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (810 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $125.8M |
MSFTMICROSOFT CORP | $117.5M |
BSVVANGUARD BD INDEX FDS | $111.0M |
OACPUNIFIED SER TR | $100.2M |
OAIMUNIFIED SER TR | $82.4M |
AAPLAPPLE INC | $76.7M |
SPYSPDR S&P 500 ETF TR | $65.7M |
AMZNAMAZON COM INC | $52.7M |
VEAVANGUARD TAX-MANAGED FDS | $50.7M |
VTVVANGUARD INDEX FDS | $46.7M |
VUGVANGUARD INDEX FDS | $46.2M |
IUSBISHARES TR | $45.5M |
NDQINVESCO QQQ TR | $44.4M |
SHVISHARES TR | $44.1M |
VGSHVANGUARD SCOTTSDALE FDS | $42.6M |
DONSPDR DOW JONES INDL AVERAGE | $42.2M |
UNHUNITEDHEALTH GROUP INC | $38.3M |
VVISA INC | $37.4M |
VOOVANGUARD INDEX FDS | $34.7M |
NVDANVIDIA CORPORATION | $34.2M |
GOOGLALPHABET INC | $32.9M |
BILSPDR SER TR | $32.6M |
QUALISHARES TR | $32.3M |
JNJJOHNSON & JOHNSON | $31.0M |
CVXCHEVRON CORP NEW | $30.3M |
JPMJPMORGAN CHASE & CO | $29.9M |
EFGISHARES TR | $29.9M |
SGOVISHARES TR | $29.5M |
OALCUNIFIED SER TR | $29.0M |
FTSMFIRST TR EXCHANGE-TRADED FD | $28.6M |
IEMGISHARES INC | $27.6M |
MAMASTERCARD INCORPORATED | $26.8M |
METAMETA PLATFORMS INC | $26.4M |
ABBVABBVIE INC | $25.9M |
VMBSVANGUARD SCOTTSDALE FDS | $25.9M |
GOOGALPHABET INC | $25.6M |
PGPROCTER AND GAMBLE CO | $24.9M |
MRKMERCK & CO INC | $24.7M |
OAEMUNIFIED SER TR | $24.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.1M |
IEFISHARES TR | $24.0M |
EFVISHARES TR | $23.7M |
AQLTISHARES TR | $22.9M |
CSCOCISCO SYS INC | $22.8M |
AVGOBROADCOM INC | $22.5M |
MBBISHARES TR | $22.3M |
VWOVANGUARD INTL EQUITY INDEX F | $22.0M |
TLTISHARES TR | $21.1M |
PULSPGIM ETF TR | $20.9M |
SPDWSPDR INDEX SHS FDS | $20.6M |
HDHOME DEPOT INC | $20.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $19.8M |
UPSUNITED PARCEL SERVICE INC | $19.7M |
PEPPEPSICO INC | $19.7M |
VYMIVANGUARD WHITEHALL FDS | $19.6M |
TXNTEXAS INSTRS INC | $19.5M |
ESGUISHARES TR | $19.4M |
ADBEADOBE SYSTEMS INCORPORATED | $18.5M |
VTIVANGUARD INDEX FDS | $17.8M |
CRMSALESFORCE INC | $17.7M |
MCDMCDONALDS CORP | $17.7M |
ORCLORACLE CORP | $17.5M |
ACNACCENTURE PLC IRELAND | $17.3M |
NFLXNETFLIX INC | $17.1M |
XOMEXXON MOBIL CORP | $17.0M |
LOWLOWES COS INC | $16.8M |
LVHILEGG MASON ETF INVT | $16.7M |
CMCSACOMCAST CORP NEW | $16.1M |
WMTWALMART INC | $16.1M |
BNDXVANGUARD CHARLOTTE FDS | $16.0M |
XLVSELECT SECTOR SPDR TR | $15.9M |
AQLTISHARES TR | $15.9M |
TSLATESLA INC | $15.8M |
XLKSELECT SECTOR SPDR TR | $15.8M |
KOCOCA COLA CO | $15.0M |
NKENIKE INC | $15.0M |
AGGISHARES TR | $15.0M |
COWZPACER FDS TR | $14.7M |
LLYLILLY ELI & CO | $14.4M |
4I1PHILIP MORRIS INTL INC | $14.4M |
USMVISHARES TR | $14.3M |
VCSHVANGUARD SCOTTSDALE FDS | $14.3M |
IYWISHARES TR | $14.1M |
SBUXSTARBUCKS CORP | $13.9M |
SCHDSCHWAB STRATEGIC TR | $13.7M |
BACVERIZON COMMUNICATIONS INC | $13.3M |
8CWCROWN CASTLE INC | $13.2M |
FVCFIRST TR EXCHANGE-TRADED FD | $13.0M |
COSTCOSTCO WHSL CORP NEW | $12.8M |
ADSKAUTODESK INC | $12.8M |
ZTSZOETIS INC | $12.6M |
MGVVANGUARD WORLD FD | $12.5M |
ABTABBOTT LABS | $12.4M |
VYMVANGUARD WHITEHALL FDS | $12.3M |
VBVANGUARD INDEX FDS | $12.3M |
NVONOVO-NORDISK A S | $12.2M |
USTBVICTORY PORTFOLIOS II | $12.1M |
SHYISHARES TR | $12.1M |
GBILGOLDMAN SACHS ETF TR | $12.0M |
BABOEING CO | $11.9M |
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