Atria Investments, Inc Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$8.8B
Holdings
2,003
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (2,003 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS CO | $16.5M |
SPSBSPDR SERIES TRUST | $16.5M |
PHPARKER-HANNIFIN CORP | $16.4M |
IAU*ISHARES GOLD TR | $16.4M |
ISCGISHARES TR | $16.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $16.1M |
MRSHMARSH & MCLENNAN COS INC | $16.1M |
VIOVVANGUARD ADMIRAL FDS INC | $16.1M |
MBBISHARES TR | $15.8M |
TTTRANE TECHNOLOGIES PLC | $15.4M |
KLMNINVESCO EXCH TRADED FD TR II | $15.3M |
ABGCENCORA INC | $15.2M |
CRMSALESFORCE INC | $15.2M |
COSTCOSTCO WHSL CORP NEW | $15.2M |
MRKMERCK & CO INC | $15.1M |
SBUXSTARBUCKS CORP | $15.0M |
DGROISHARES TR | $15.0M |
ADIANALOG DEVICES INC | $14.9M |
VGTVANGUARD WORLD FD | $14.9M |
BACVERIZON COMMUNICATIONS INC | $14.9M |
APHAMPHENOL CORP NEW | $14.7M |
SPYMSPDR SERIES TRUST | $14.4M |
LINLINDE PLC | $14.3M |
XLFSELECT SECTOR SPDR TR | $14.1M |
QQQMINVESCO EXCH TRADED FD TR II | $14.1M |
LENLENNAR CORP | $14.0M |
LMBSFIRST TR EXCHANGE-TRADED FD | $13.9M |
PEPPEPSICO INC | $13.6M |
TAT&T INC | $13.5M |
PNCPNC FINL SVCS GROUP INC | $13.4M |
VCITVANGUARD SCOTTSDALE FDS | $13.4M |
PLDPROLOGIS INC. | $13.3M |
ISRGINTUITIVE SURGICAL INC | $13.2M |
ADSKAUTODESK INC | $13.1M |
ACNACCENTURE PLC IRELAND | $13.1M |
TLTISHARES TR | $13.0M |
RDVYFIRST TR EXCHANGE TRADED FD | $13.0M |
ZTSZOETIS INC | $13.0M |
VGITVANGUARD SCOTTSDALE FDS | $12.9M |
BIVVANGUARD BD INDEX FDS | $12.7M |
PLTRPALANTIR TECHNOLOGIES INC | $12.6M |
AVLVAMERICAN CENTY ETF TR | $12.6M |
RTXRTX CORPORATION | $12.5M |
GDGENERAL DYNAMICS CORP | $12.3M |
GMGENERAL MTRS CO | $12.3M |
NEENEXTERA ENERGY INC | $12.2M |
AGGYWISDOMTREE TR | $12.2M |
THOTHOR INDS INC | $12.2M |
OASCUNIFIED SER TR | $12.1M |
MNSTMONSTER BEVERAGE CORP NEW | $11.9M |
BILSPDR SERIES TRUST | $11.9M |
CBCHUBB LIMITED | $11.9M |
DWDMORGAN STANLEY | $11.8M |
CGMSCAPITAL GRP FIXED INCM ETF T | $11.8M |
AMATAPPLIED MATLS INC | $11.7M |
FDXFEDEX CORP | $11.7M |
BINCBLACKROCK ETF TRUST II | $11.7M |
AMGNAMGEN INC | $11.7M |
MDTMEDTRONIC PLC | $11.7M |
BKNGBOOKING HOLDINGS INC | $11.6M |
COPCONOCOPHILLIPS | $11.6M |
TFLOISHARES TR | $11.5M |
ICSHISHARES TR | $11.5M |
UNPUNION PAC CORP | $11.4M |
VVVANGUARD INDEX FDS | $11.3M |
LOWLOWES COS INC | $11.2M |
DGDOLLAR GEN CORP NEW | $11.2M |
VXUSVANGUARD STAR FDS | $11.1M |
QGRWWISDOMTREE TR | $11.1M |
XLCSELECT SECTOR SPDR TR | $11.0M |
BKBANK NEW YORK MELLON CORP | $10.9M |
HDVISHARES TR | $10.9M |
PANWPALO ALTO NETWORKS INC | $10.8M |
SPYGSPDR SERIES TRUST | $10.8M |
SCHDSCHWAB STRATEGIC TR | $10.8M |
TAFIAB ACTIVE ETFS INC | $10.8M |
CMCSACOMCAST CORP NEW | $10.7M |
VMBSVANGUARD SCOTTSDALE FDS | $10.7M |
ADBEADOBE INC | $10.7M |
HONHONEYWELL INTL INC | $10.6M |
NOCNORTHROP GRUMMAN CORP | $10.6M |
ASMLASML HOLDING N V | $10.4M |
COFCAPITAL ONE FINL CORP | $10.4M |
VODVODAFONE GROUP PLC NEW | $10.3M |
VRTXVERTEX PHARMACEUTICALS INC | $10.2M |
IXUSISHARES TR | $10.1M |
GEGE AEROSPACE | $10.1M |
ROLROLLINS INC | $10.1M |
SPGIS&P GLOBAL INC | $10.1M |
BSJQINVESCO EXCH TRD SLF IDX FD | $10.0M |
MGAMAGNA INTL INC | $9.9M |
PFEPFIZER INC | $9.9M |
GJUNFIRST TR EXCHNG TRADED FD VI | $9.9M |
BXBLACKSTONE INC | $9.7M |
SJNKSPDR SERIES TRUST | $9.7M |
BLVVANGUARD BD INDEX FDS | $9.7M |
FBNDFIDELITY MERRIMACK STR TR | $9.7M |
TXNTEXAS INSTRS INC | $9.7M |
IAGGISHARES TR | $9.6M |
SECTNORTHERN LTS FD TR IV | $9.6M |