Atria Investments, Inc Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$8.5B

Holdings

1,982

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,982 positions)

StockValue
PGRPROGRESSIVE CORP
$9.8M
SECTNORTHERN LTS FD TR IV
$9.6M
PVALPUTNAM ETF TRUST
$9.6M
CATCATERPILLAR INC
$9.4M
ABNBAIRBNB INC
$9.4M
IJHISHARES TR
$9.3M
IGVISHARES TR
$9.2M
WMBWILLIAMS COS INC
$9.2M
APHAMPHENOL CORP NEW
$9.2M
SOSOUTHERN CO
$9.1M
DEDEERE & CO
$9.1M
MUBISHARES TR
$9.1M
PFEPFIZER INC
$9.1M
SHWSHERWIN WILLIAMS CO
$9.0M
NOCNORTHROP GRUMMAN CORP
$9.0M
SAPSAP SE
$8.9M
FLQMFRANKLIN TEMPLETON ETF TR
$8.9M
OASCUNIFIED SER TR
$8.9M
IEFISHARES TR
$8.8M
XLESELECT SECTOR SPDR TR
$8.8M
GILDGILEAD SCIENCES INC
$8.8M
RISRTIDAL ETF TR
$8.7M
DFASDIMENSIONAL ETF TRUST
$8.7M
BSJQINVESCO EXCH TRD SLF IDX FD
$8.7M
XLYSELECT SECTOR SPDR TR
$8.6M
LVHILEGG MASON ETF INVT
$8.6M
FBNDFIDELITY MERRIMACK STR TR
$8.6M
MSCIMSCI INC
$8.6M
ELCVSTRATEGY SHS
$8.5M
MDLZMONDELEZ INTL INC
$8.4M
BKBANK NEW YORK MELLON CORP
$8.4M
ILDRFIRST TR EXCHNG TRADED FD VI
$8.4M
MGAMAGNA INTL INC
$8.4M
BLVVANGUARD BD INDEX FDS
$8.3M
AEPAMERICAN ELEC PWR CO INC
$8.3M
FISVFISERV INC
$8.3M
SCHFSCHWAB STRATEGIC TR
$8.2M
AJGGALLAGHER ARTHUR J & CO
$8.1M
AZOAUTOZONE INC
$8.1M
LONZPIMCO ETF TR
$8.1M
FCPIFIDELITY COVINGTON TRUST
$8.1M
ECLECOLAB INC
$8.1M
XFEBFIRST TR EXCH TRADED FD III
$8.1M
IEIISHARES TR
$8.1M
OAEMUNIFIED SER TR
$8.0M
FICOFAIR ISAAC CORP
$8.0M
XLFISELECT SECTOR SPDR TR
$7.9M
ICEINTERCONTINENTAL EXCHANGE IN
$7.9M
PAYXPAYCHEX INC
$7.9M
XLUSELECT SECTOR SPDR TR
$7.8M
BAIBLACKROCK ETF TRUST
$7.7M
CMECME GROUP INC
$7.7M
COWZPACER FDS TR
$7.7M
SPOTSPOTIFY TECHNOLOGY S A
$7.6M
LRCXLAM RESEARCH CORP
$7.6M
AMTAMERICAN TOWER CORP NEW
$7.6M
IAGGISHARES TR
$7.6M
VCSHVANGUARD SCOTTSDALE FDS
$7.6M
LPLALPL FINL HLDGS INC
$7.5M
MLB1MERCADOLIBRE INC
$7.5M
WELLWELLTOWER INC
$7.5M
ELVELEVANCE HEALTH INC
$7.5M
SCHESCHWAB STRATEGIC TR
$7.5M
BUFRFIRST TR EXCHNG TRADED FD VI
$7.4M
AZNASTRAZENECA PLC
$7.4M
SPTMSPDR SER TR
$7.4M
TSPAT ROWE PRICE ETF INC
$7.4M
WRBBERKLEY W R CORP
$7.4M
DUKDUKE ENERGY CORP NEW
$7.3M
QTECFIRST TR NASDAQ 100 TECH IND
$7.3M
SPHYSPDR SER TR
$7.3M
DFAEDIMENSIONAL ETF TRUST
$7.3M
BRBROADRIDGE FINL SOLUTIONS IN
$7.2M
WECWEC ENERGY GROUP INC
$7.2M
LMTLOCKHEED MARTIN CORP
$7.1M
VIGIVANGUARD WHITEHALL FDS
$7.1M
JVALJ P MORGAN EXCHANGE TRADED F
$7.1M
FDSFACTSET RESH SYS INC
$7.0M
MMM3M CO
$7.0M
RECSCOLUMBIA ETF TR I
$7.0M
PLTRPALANTIR TECHNOLOGIES INC
$7.0M
SONYSONY GROUP CORP
$6.9M
ITA*ISHARES TR
$6.7M
VYMVANGUARD WHITEHALL FDS
$6.7M
TDYTELEDYNE TECHNOLOGIES INC
$6.6M
HEGDLISTED FD TR
$6.6M
VEUVANGUARD INTL EQUITY INDEX F
$6.6M
KLACKLA CORP
$6.6M
PYPLPAYPAL HLDGS INC
$6.6M
VOXVANGUARD WORLD FD
$6.6M
PALCPACER FDS TR
$6.6M
PYLDPIMCO ETF TR
$6.5M
MPCMARATHON PETE CORP
$6.5M
LNGCHENIERE ENERGY INC
$6.5M
XFEBFIRST TR EXCHNG TRADED FD VI
$6.5M
EQIXEQUINIX INC
$6.5M
DHRDANAHER CORPORATION
$6.5M
SNYSANOFI
$6.5M
FDDFIRST TR STOXX EUROPEAN SELE
$6.4M
NVSNNOVARTIS AG
$6.4M
PreviousPage 3 of 20Next