Atria Investments, Inc Q3 2020 Filing

Filed November 5, 2020

Portfolio Value

$3.3B

Holdings

579

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (579 positions)

StockValue
NDQINVESCO QQQ TR
$125K
SPYSPDR S&P 500 ETF TR
$87K
LQDISHARES TR
$80K
IEMGISHARES INC
$69K
VGITVANGUARD SCOTTSDALE FDS
$63K
MSFTMICROSOFT CORP
$60K
IVVISHARES TR
$58K
TLTISHARES TR
$52K
VIGVANGUARD SPECIALIZED FUNDS
$52K
AAPLAPPLE INC
$50K
FIXDFIRST TR EXCHNG TRADED FD VI
$50K
AMZNAMAZON COM INC
$38K
VUGVANGUARD INDEX FDS
$34K
BNDXVANGUARD CHARLOTTE FDS
$30K
METAFACEBOOK INC
$29K
AQLTISHARES TR
$29K
VEAVANGUARD TAX-MANAGED INTL FD
$27K
VMBSVANGUARD SCOTTSDALE FDS
$26K
ESGUISHARES TR
$26K
VTVVANGUARD INDEX FDS
$25K
VVISA INC
$25K
IBDNORTHERN LTS FD TR IV
$24K
AQLTISHARES TR
$23K
IWMISHARES TR
$23K
EMBISHARES TR
$22K
SHYISHARES TR
$22K
GOOGLALPHABET INC
$19K
JNKSPDR SER TR
$19K
EFGISHARES TR
$19K
JNJJOHNSON & JOHNSON
$19K
BABAALIBABA GROUP HLDG LTD
$19K
MAMASTERCARD INCORPORATED
$18K
HYGISHARES TR
$18K
UNHUNITEDHEALTH GROUP INC
$17K
ADBEADOBE SYSTEMS INCORPORATED
$17K
LOWLOWES COS INC
$17K
NVDANVIDIA CORPORATION
$17K
XLKSELECT SECTOR SPDR TR
$16K
VTIVANGUARD INDEX FDS
$16K
BNDVANGUARD BD INDEX FDS
$16K
VOOVANGUARD INDEX FDS
$15K
CSCOCISCO SYS INC
$15K
USMVISHARES TR
$15K
PYPLPAYPAL HLDGS INC
$14K
GOOGALPHABET INC
$14K
BSVVANGUARD BD INDEX FDS
$14K
JPMJPMORGAN CHASE & CO
$14K
MRKMERCK & CO. INC
$13K
IGSBISHARES TR
$13K
BACVERIZON COMMUNICATIONS INC
$13K
TXNTEXAS INSTRS INC
$13K
HDHOME DEPOT INC
$13K
CRMSALESFORCE COM INC
$13K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$13K
CMCSACOMCAST CORP NEW
$12K
ESGEISHARES INC
$12K
IEFISHARES TR
$12K
PGPROCTER AND GAMBLE CO
$12K
TMOTHERMO FISHER SCIENTIFIC INC
$12K
ACNACCENTURE PLC IRELAND
$11K
SGOLABERDEEN STD GOLD ETF TR
$11K
BYLDISHARES TR
$11K
BRK/BBERKSHIRE HATHAWAY INC DEL
$11K
GQ9SPDR GOLD TR
$11K
XLVSELECT SECTOR SPDR TR
$11K
IJRISHARES TR
$11K
LMBSFIRST TR EXCHANGE-TRADED FD
$11K
VWOVANGUARD INTL EQUITY INDEX F
$10K
PEPPEPSICO INC
$10K
ORCLORACLE CORP
$10K
UCONFIRST TR EXCHNG TRADED FD VI
$10K
USEPINNOVATOR ETFS TR
$10K
DISDISNEY WALT CO
$10K
UPSUNITED PARCEL SERVICE INC
$10K
ADSKAUTODESK INC
$10K
VYMVANGUARD WHITEHALL FDS
$10K
AMGNAMGEN INC
$10K
MDTMEDTRONIC PLC
$10K
DNOVFIRST TR EXCHNG TRADED FD VI
$10K
SCHPSCHWAB STRATEGIC TR
$10K
CVXCHEVRON CORP NEW
$10K
VLUEISHARES TR
$9K
DGDOLLAR GEN CORP NEW
$9K
COSTCOSTCO WHSL CORP NEW
$9K
ZTSZOETIS INC
$9K
IHIISHARES TR
$9K
TAT&T INC
$9K
DONSPDR DOW JONES INDL AVERAGE
$9K
DYHTARGET CORP
$9K
EFAVISHARES TR
$9K
PFEPFIZER INC
$9K
RSPINVESCO EXCHANGE TRADED FD T
$9K
LMTLOCKHEED MARTIN CORP
$8K
AVGOBROADCOM INC
$8K
VGTVANGUARD WORLD FDS
$8K
8CWCROWN CASTLE INTL CORP NEW
$8K
BIVVANGUARD BD INDEX FDS
$8K
SCHGSCHWAB STRATEGIC TR
$8K
QCOMQUALCOMM INC
$8K
IXNISHARES TR
$8K
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