Atria Investments, Inc Q3 2022 Filing
Filed November 1, 2022
Portfolio Value
$4.5B
Holdings
734
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (734 positions)
| Stock | Value |
|---|---|
BSVVANGUARD BD INDEX FDS | $140K |
IVVISHARES TR | $124K |
OACPUNIFIED SER TR | $97K |
MSFTMICROSOFT CORP | $89K |
SPYSPDR S&P 500 ETF TR | $71K |
AAPLAPPLE INC | $61K |
OALCUNIFIED SER TR | $49K |
ESGUISHARES TR | $49K |
AMZNAMAZON COM INC | $48K |
OAIMUNIFIED SER TR | $46K |
VTVVANGUARD INDEX FDS | $45K |
SHVISHARES TR | $45K |
UNHUNITEDHEALTH GROUP INC | $41K |
VEAVANGUARD TAX-MANAGED FDS | $40K |
VUGVANGUARD INDEX FDS | $38K |
NDQINVESCO QQQ TR | $37K |
JPSTJ P MORGAN EXCHANGE TRADED F | $35K |
DONSPDR DOW JONES INDL AVERAGE | $34K |
VGSHVANGUARD SCOTTSDALE FDS | $32K |
JNJJOHNSON & JOHNSON | $31K |
VOOVANGUARD INDEX FDS | $30K |
HDEFDBX ETF TR | $30K |
BILSPDR SER TR | $29K |
CVXCHEVRON CORP NEW | $28K |
VVISA INC | $28K |
IUSBISHARES TR | $28K |
GOOGLALPHABET INC | $28K |
AQLTISHARES TR | $27K |
AQLTISHARES TR | $25K |
VTIVANGUARD INDEX FDS | $23K |
SHYISHARES TR | $22K |
GOOGALPHABET INC | $22K |
JPMJPMORGAN CHASE & CO | $22K |
MAMASTERCARD INCORPORATED | $21K |
EFVISHARES TR | $21K |
MRKMERCK & CO INC | $20K |
EFAISHARES TR | $20K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $19K |
ABBVABBVIE INC | $19K |
METAMETA PLATFORMS INC | $19K |
SPYDSPDR SER TR | $19K |
IWFISHARES TR | $18K |
PGPROCTER AND GAMBLE CO | $18K |
SHYGISHARES TR | $18K |
OAEMUNIFIED SER TR | $18K |
BNDXVANGUARD CHARLOTTE FDS | $17K |
LQDHISHARES U S ETF TR | $17K |
PEPPEPSICO INC | $17K |
HDHOME DEPOT INC | $17K |
TXNTEXAS INSTRS INC | $17K |
EFGISHARES TR | $16K |
BUFDFIRST TR EXCHNG TRADED FD VI | $16K |
CSCOCISCO SYS INC | $16K |
VCSHVANGUARD SCOTTSDALE FDS | $16K |
VWOVANGUARD INTL EQUITY INDEX F | $16K |
LOWLOWES COS INC | $16K |
VTVANGUARD INTL EQUITY INDEX F | $16K |
UPSUNITED PARCEL SERVICE INC | $16K |
XLVSELECT SECTOR SPDR TR | $15K |
IBDNORTHERN LTS FD TR IV | $15K |
AVGOBROADCOM INC | $15K |
XLKSELECT SECTOR SPDR TR | $15K |
ACNACCENTURE PLC IRELAND | $15K |
IEMGISHARES INC | $15K |
TMOTHERMO FISHER SCIENTIFIC INC | $14K |
LLYLILLY ELI & CO | $14K |
XOMEXXON MOBIL CORP | $14K |
TLTISHARES TR | $14K |
KOCOCA COLA CO | $13K |
8CWCROWN CASTLE INC | $13K |
BKLNINVESCO EXCH TRADED FD TR II | $13K |
MCDMCDONALDS CORP | $13K |
TSLATESLA INC | $13K |
SRLNSSGA ACTIVE ETF TR | $13K |
COPCONOCOPHILLIPS | $12K |
IJRISHARES TR | $12K |
WMTWALMART INC | $12K |
SCHFSCHWAB STRATEGIC TR | $12K |
NVDANVIDIA CORPORATION | $12K |
CVSCVS HEALTH CORP | $12K |
VMBSVANGUARD SCOTTSDALE FDS | $12K |
BNDVANGUARD BD INDEX FDS | $12K |
SBUXSTARBUCKS CORP | $12K |
COSTCOSTCO WHSL CORP NEW | $12K |
ADBEADOBE SYSTEMS INCORPORATED | $12K |
VTIPVANGUARD MALVERN FDS | $11K |
CMCSACOMCAST CORP NEW | $11K |
CRMSALESFORCE INC | $11K |
VBVANGUARD INDEX FDS | $11K |
FVCFIRST TR EXCHANGE-TRADED FD | $11K |
4I1PHILIP MORRIS INTL INC | $11K |
USBUS BANCORP DEL | $11K |
ADSKAUTODESK INC | $11K |
NEENEXTERA ENERGY INC | $11K |
ORCLORACLE CORP | $11K |
ABTABBOTT LABS | $11K |
TIPISHARES TR | $10K |
PFEPFIZER INC | $10K |
AMGNAMGEN INC | $10K |
USMVISHARES TR | $10K |
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