Atria Investments, Inc Q4 2021 Filing

Filed February 4, 2022

Portfolio Value

$5.6B

Holdings

839

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (839 positions)

StockValue
MSFTMICROSOFT CORP
$122K
IVVISHARES TR
$111K
AAPLAPPLE INC
$81K
SPYSPDR S&P 500 ETF TR
$78K
ESGUISHARES TR
$74K
AMZNAMAZON COM INC
$71K
VUGVANGUARD INDEX FDS
$68K
VTVVANGUARD INDEX FDS
$67K
VGITVANGUARD SCOTTSDALE FDS
$63K
OALCUNIFIED SER TR
$60K
NDQINVESCO QQQ TR
$53K
METAMETA PLATFORMS INC
$49K
VEAVANGUARD TAX-MANAGED INTL FD
$48K
GOOGLALPHABET INC
$48K
EFAISHARES TR
$47K
DONSPDR DOW JONES INDL AVERAGE
$44K
VOOVANGUARD INDEX FDS
$41K
EFVISHARES TR
$39K
VYMVANGUARD WHITEHALL FDS
$39K
UNHUNITEDHEALTH GROUP INC
$37K
IUSBISHARES TR
$37K
AGGISHARES TR
$36K
GOOGALPHABET INC
$35K
NVDANVIDIA CORPORATION
$35K
EFGISHARES TR
$34K
VMBSVANGUARD SCOTTSDALE FDS
$33K
VGTVANGUARD WORLD FDS
$31K
VVISA INC
$31K
BSVVANGUARD BD INDEX FDS
$31K
JPMJPMORGAN CHASE & CO
$29K
HYGISHARES TR
$29K
AQLTISHARES TR
$29K
JNJJOHNSON & JOHNSON
$28K
TIPISHARES TR
$28K
ADBEADOBE SYSTEMS INCORPORATED
$28K
MAMASTERCARD INCORPORATED
$27K
HDHOME DEPOT INC
$27K
VTIVANGUARD INDEX FDS
$27K
CSCOCISCO SYS INC
$26K
LQDISHARES TR
$26K
CVXCHEVRON CORP NEW
$26K
LOWLOWES COS INC
$26K
ACNACCENTURE PLC IRELAND
$25K
BNDVANGUARD BD INDEX FDS
$24K
AVGOBROADCOM INC
$24K
AQLTISHARES TR
$24K
SPDWSPDR INDEX SHS FDS
$24K
TXNTEXAS INSTRS INC
$24K
IJRISHARES TR
$23K
HDEFDBX ETF TR
$23K
PGPROCTER AND GAMBLE CO
$23K
VWOVANGUARD INTL EQUITY INDEX F
$22K
BNDXVANGUARD CHARLOTTE FDS
$22K
VHTVANGUARD WORLD FDS
$21K
SCHXSCHWAB STRATEGIC TR
$21K
PTBDPACER FDS TR
$21K
CMCSACOMCAST CORP NEW
$20K
8CWCROWN CASTLE INTL CORP NEW
$20K
TMOTHERMO FISHER SCIENTIFIC INC
$20K
IVWISHARES TR
$19K
ABBVABBVIE INC
$19K
CRMSALESFORCE COM INC
$19K
TLTISHARES TR
$19K
BIVVANGUARD BD INDEX FDS
$18K
XLKSELECT SECTOR SPDR TR
$18K
MRKMERCK & CO INC
$18K
PEPPEPSICO INC
$17K
ABTABBOTT LABS
$17K
ZTSZOETIS INC
$17K
UPSUNITED PARCEL SERVICE INC
$17K
NKENIKE INC
$17K
VCITVANGUARD SCOTTSDALE FDS
$16K
VLUEISHARES TR
$16K
BLKCHFBLACKROCK INC
$16K
DISDISNEY WALT CO
$16K
DYHTARGET CORP
$16K
QCOMQUALCOMM INC
$16K
ORCLORACLE CORP
$16K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$15K
BRK/BBERKSHIRE HATHAWAY INC DEL
$15K
SBUXSTARBUCKS CORP
$15K
COSTCOSTCO WHSL CORP NEW
$15K
STARBOARD INVT TR
$15K
FALNISHARES TR
$15K
XLVSELECT SECTOR SPDR TR
$15K
VDCVANGUARD WORLD FDS
$15K
USBUS BANCORP DEL
$14K
PYPLPAYPAL HLDGS INC
$14K
SHWSHERWIN WILLIAMS CO
$14K
MCDMCDONALDS CORP
$14K
BACVERIZON COMMUNICATIONS INC
$14K
4I1PHILIP MORRIS INTL INC
$14K
ANGLVANECK ETF TRUST
$14K
ADPAUTOMATIC DATA PROCESSING IN
$14K
HONHONEYWELL INTL INC
$14K
XFEBFIRST TR EXCH TRADED FD III
$14K
NFLXNETFLIX INC
$14K
AMTAMERICAN TOWER CORP NEW
$13K
USMVISHARES TR
$13K
VCSHVANGUARD SCOTTSDALE FDS
$13K
Page 1 of 9Next