Atria Investments, Inc Q2 2022 Filing

Filed August 11, 2022

Portfolio Value

$4.8B

Holdings

747

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (747 positions)

StockValue
IVVISHARES TR
$141.4M
BSVVANGUARD BD INDEX FDS
$134.2M
OACPUNIFIED SER TR
$107.1M
MSFTMICROSOFT CORP
$98.6M
SPYSPDR S&P 500 ETF TR
$93.9M
ESGUISHARES TR
$61.7M
AAPLAPPLE INC
$58.5M
SHVISHARES TR
$53.0M
OALCUNIFIED SER TR
$50.9M
VTVVANGUARD INDEX FDS
$49.3M
VEAVANGUARD TAX-MANAGED INTL FD
$47.0M
AMZNAMAZON COM INC
$45.4M
VGSHVANGUARD SCOTTSDALE FDS
$44.4M
VUGVANGUARD INDEX FDS
$42.0M
UNHUNITEDHEALTH GROUP INC
$41.9M
IUSBISHARES TR
$36.3M
AQLTISHARES TR
$36.0M
VOOVANGUARD INDEX FDS
$35.1M
DONSPDR DOW JONES INDL AVERAGE
$34.3M
JNJJOHNSON & JOHNSON
$33.0M
EFVISHARES TR
$32.0M
GOOGLALPHABET INC
$31.8M
VVISA INC
$31.5M
IWFISHARES TR
$29.7M
CVXCHEVRON CORP NEW
$27.1M
GOOGALPHABET INC
$26.9M
STIPISHARES TR
$26.9M
AQLTISHARES TR
$24.5M
EFAISHARES TR
$23.5M
MAMASTERCARD INCORPORATED
$23.5M
HDEFDBX ETF TR
$23.4M
VTIVANGUARD INDEX FDS
$23.3M
ABBVABBVIE INC
$23.1M
MRKMERCK & CO INC
$22.3M
JPMJPMORGAN CHASE & CO
$22.3M
METAMETA PLATFORMS INC
$21.0M
PGPROCTER AND GAMBLE CO
$20.3M
BACVERIZON COMMUNICATIONS INC
$19.9M
TPHDTIMOTHY PLAN
$19.8M
VTVANGUARD INTL EQUITY INDEX F
$19.7M
BNDXVANGUARD CHARLOTTE FDS
$19.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$19.0M
TIPISHARES TR
$18.8M
IEMGISHARES INC
$18.1M
PEPPEPSICO INC
$17.9M
TXNTEXAS INSTRS INC
$17.7M
SHYISHARES TR
$17.6M
AVGOBROADCOM INC
$17.3M
XLVSELECT SECTOR SPDR TR
$17.1M
CSCOCISCO SYS INC
$17.1M
HDHOME DEPOT INC
$17.0M
UPSUNITED PARCEL SERVICE INC
$16.8M
VWOVANGUARD INTL EQUITY INDEX F
$16.4M
CMCSACOMCAST CORP NEW
$16.4M
NVDANVIDIA CORPORATION
$16.0M
VCSHVANGUARD SCOTTSDALE FDS
$16.0M
ACNACCENTURE PLC IRELAND
$15.7M
XLKSELECT SECTOR SPDR TR
$15.7M
SPYDSPDR SER TR
$15.6M
BUFDFIRST TR EXCHNG TRADED FD VI
$15.6M
8CWCROWN CASTLE INTL CORP NEW
$15.5M
ADBEADOBE SYSTEMS INCORPORATED
$15.4M
EFGISHARES TR
$15.1M
TMOTHERMO FISHER SCIENTIFIC INC
$14.6M
LOWLOWES COS INC
$14.6M
XOMEXXON MOBIL CORP
$14.5M
KOCOCA COLA CO
$14.5M
VTIPVANGUARD MALVERN FDS
$14.1M
VBVANGUARD INDEX FDS
$14.0M
LLYLILLY ELI & CO
$13.9M
SCHFSCHWAB STRATEGIC TR
$13.7M
MCDMCDONALDS CORP
$13.6M
VMBSVANGUARD SCOTTSDALE FDS
$13.6M
HDVISHARES TR
$13.6M
PFEPFIZER INC
$13.5M
LQDHISHARES U S ETF TR
$13.4M
BNDVANGUARD BD INDEX FDS
$13.3M
CRMSALESFORCE INC
$13.2M
TLTISHARES TR
$13.2M
EEMVISHARES INC
$12.8M
4I1PHILIP MORRIS INTL INC
$12.4M
COSTCOSTCO WHSL CORP NEW
$12.3M
SRLNSSGA ACTIVE ETF TR
$12.1M
AGGISHARES TR
$12.1M
ORCLORACLE CORP
$11.9M
ZTSZOETIS INC
$11.9M
QCOMQUALCOMM INC
$11.7M
HONHONEYWELL INTL INC
$11.7M
CVSCVS HEALTH CORP
$11.3M
SCHESCHWAB STRATEGIC TR
$11.2M
JPSTJ P MORGAN EXCHANGE TRADED F
$11.1M
BLKCHFBLACKROCK INC
$11.1M
FVCFIRST TR EXCHANGE-TRADED FD
$11.0M
USBUS BANCORP DEL
$11.0M
ABTABBOTT LABS
$11.0M
PRFINVESCO EXCHANGE TRADED FD T
$10.9M
SBUXSTARBUCKS CORP
$10.7M
BMYBRISTOL-MYERS SQUIBB CO
$10.6M
BILSPDR SER TR
$10.4M
TSLATESLA INC
$10.4M
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