Atria Investments, Inc Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$1.3T

Holdings

579

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (579 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
300,175$77.4B5.95%
2
BILSPDR SER TR
539,879$49.5B3.80%
3
VGITVANGUARD SCOTTSDALE FDS
620,998$43.8B3.37%
4
AAPLAPPLE INC
101,621$25.8B1.99%
5
FIXDFIRST TR EXCHNG TRADED FD VI
481,188$25.4B1.95%
6
AQLTISHARES TR
459,649$22.9B1.76%
7
AMZNAMAZON COM INC
10,893$21.2B1.63%
8
IEMGISHARES INC
486,872$19.7B1.52%
9
VMBSVANGUARD SCOTTSDALE FDS
354,904$19.3B1.49%
10
VVISA INC
119,956$19.3B1.49%
11
BNDXVANGUARD CHARLOTTE FDS
343,097$19.3B1.48%
12
AQLTISHARES TR
597,757$16.7B1.29%
13
IBDNORTHERN LTS FD TR IV
683,461$16.6B1.28%
14
METAFACEBOOK INC
85,902$14.3B1.10%
15
BACVERIZON COMMUNICATIONS INC
260,341$14.0B1.08%
16
GOOGLALPHABET INC
11,614$13.5B1.04%
17
CSCOCISCO SYS INC
331,266$13.0B1.00%
18
MAMASTERCARD INCORPORATED
51,132$12.4B0.95%
19
UNHUNITEDHEALTH GROUP INC
48,718$12.1B0.93%
20
DAUGFIRST TR EXCHNG TRADED FD VI
433,961$12.1B0.93%
21
JPMJPMORGAN CHASE & CO
132,625$11.9B0.92%
22
GQ9SPDR GOLD TR
79,881$11.8B0.91%
23
GOOGALPHABET INC
9,552$11.1B0.85%
24
MRKMERCK & CO. INC
143,662$11.1B0.85%
25
ORCLORACLE CORP
221,350$10.7B0.82%
26
ABTABBOTT LABS
123,541$9.7B0.75%
27
USMVISHARES TR
176,660$9.5B0.73%
28
PSQUSDPROSHARES TR
365,711$9.3B0.71%
29
DNOVFIRST TR EXCHNG TRADED FD VI
325,839$9.2B0.71%
30
MDTMEDTRONIC PLC
101,731$9.2B0.71%
31
XLKSELECT SECTOR SPDR TR
113,715$9.1B0.70%
32
CMCSACOMCAST CORP NEW
265,711$9.1B0.70%
33
GSYINVESCO ACTIVELY MANAGED ETF
184,112$9.1B0.70%
34
BABAALIBABA GROUP HLDG LTD
45,763$8.9B0.68%
35
TAT&T INC
301,339$8.8B0.68%
36
QUALISHARES TR
106,850$8.7B0.67%
37
NEARISHARES U S ETF TR
168,513$8.2B0.63%
38
ESGUISHARES TR
139,187$8.0B0.62%
39
XLFISELECT SECTOR SPDR TR
146,391$8.0B0.61%
40
XLVSELECT SECTOR SPDR TR
89,449$7.9B0.61%
41
SPABSPDR SER TR
252,584$7.6B0.59%
42
ADBEADOBE INC
22,836$7.3B0.56%
43
AMGNAMGEN INC
35,747$7.2B0.56%
44
APDAIR PRODS & CHEMS INC
36,021$7.2B0.55%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
38,759$7.1B0.54%
46
ACNACCENTURE PLC IRELAND
43,023$7.0B0.54%
47
8CWCROWN CASTLE INTL CORP NEW
46,349$6.7B0.51%
48
DUKDUKE ENERGY CORP NEW
79,908$6.5B0.50%
49
XLYSELECT SECTOR SPDR TR
65,433$6.4B0.49%
50
NVDANVIDIA CORPORATION
23,141$6.1B0.47%
51
AVGOBROADCOM INC
25,590$6.1B0.47%
52
BLKCHFBLACKROCK INC
13,477$5.9B0.46%
53
ADSKAUTODESK INC
37,493$5.9B0.45%
54
BYLDISHARES TR
236,777$5.8B0.45%
55
FLOTISHARES TR
119,756$5.8B0.45%
56
AMTAMERICAN TOWER CORP NEW
25,880$5.6B0.43%
57
EFAVISHARES TR
90,552$5.6B0.43%
58
ZTSZOETIS INC
47,443$5.6B0.43%
59
NEENEXTERA ENERGY INC
22,682$5.5B0.42%
60
WMWASTE MGMT INC DEL
58,896$5.5B0.42%
61
COSTCOSTCO WHSL CORP NEW
19,062$5.4B0.42%
62
AEPAMERICAN ELEC PWR CO INC
63,653$5.1B0.39%
63
XLFSELECT SECTOR SPDR TR
244,444$5.1B0.39%
64
REGNREGENERON PHARMACEUTICALS
10,351$5.1B0.39%
65
ABBVABBVIE INC
65,359$5.0B0.38%
66
NVSNNOVARTIS AG
59,234$4.9B0.38%
67
JNKSPDR SER TR
50,709$4.8B0.37%
68
ESGEISHARES INC
174,727$4.8B0.37%
69
SPYGSPDR SER TR
133,203$4.8B0.37%
70
AKXANSYS INC
19,930$4.6B0.36%
71
EXREXTRA SPACE STORAGE INC
47,455$4.5B0.35%
72
DFEBFIRST TR EXCHNG TRADED FD VI
162,595$4.5B0.34%
73
PYPLPAYPAL HLDGS INC
46,481$4.5B0.34%
74
BACBK OF AMERICA CORP
201,534$4.3B0.33%
75
XLCSELECT SECTOR SPDR TR
96,395$4.3B0.33%
76
VGSHVANGUARD SCOTTSDALE FDS
66,699$4.2B0.32%
77
RSPINVESCO EXCHANGE TRADED FD T
49,138$4.1B0.32%
78
PLDPROLOGIS INC.
50,787$4.1B0.31%
79
ADPAUTOMATIC DATA PROCESSING IN
29,115$4.0B0.31%
80
EQIXEQUINIX INC
6,240$3.9B0.30%
81
MINTPIMCO ETF TR
39,359$3.9B0.30%
82
DDOMINION ENERGY INC
51,780$3.7B0.29%
83
DEODIAGEO P L C
29,156$3.7B0.28%
84
FAUGFIRST TR EXCHNG TRADED FD VI
134,821$3.6B0.28%
85
VGLTVANGUARD SCOTTSDALE FDS
35,549$3.6B0.28%
86
CBCHUBB LIMITED
31,531$3.5B0.27%
87
CRMSALESFORCE COM INC
24,380$3.5B0.27%
88
MNSTMONSTER BEVERAGE CORP NEW
61,797$3.5B0.27%
89
MTUMISHARES TR
31,120$3.3B0.25%
90
MOATVANECK VECTORS ETF TR
71,339$3.1B0.24%
91
USHYISHARES TR
86,684$3.1B0.24%
92
SHYGISHARES TR
74,518$3.0B0.23%
93
MOALTRIA GROUP INC
78,363$3.0B0.23%
94
ASMLASML HOLDING N V
11,420$3.0B0.23%
95
PTLCPACER FDS TR
109,671$3.0B0.23%
96
PAYCPAYCOM SOFTWARE INC
14,534$2.9B0.23%
97
METMETLIFE INC
95,444$2.9B0.22%
98
BKNGBOOKING HOLDINGS INC
2,140$2.9B0.22%
99
SPLVINVESCO EXCH TRADED FD TR II
60,809$2.9B0.22%
100
FFEBFIRST TR EXCHNG TRADED FD VI
109,384$2.8B0.22%
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