Atria Investments, Inc Q4 2022 Filing
Filed January 31, 2023
Portfolio Value
$4.9B
Holdings
763
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (763 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $134.9M |
BSVVANGUARD BD INDEX FDS | $111.2M |
OACPUNIFIED SER TR | $98.5M |
MSFTMICROSOFT CORP | $95.9M |
SPYSPDR S&P 500 ETF TR | $69.1M |
AAPLAPPLE INC | $53.7M |
OAIMUNIFIED SER TR | $51.5M |
OALCUNIFIED SER TR | $50.5M |
VTVVANGUARD INDEX FDS | $49.5M |
VEAVANGUARD TAX-MANAGED FDS | $45.7M |
UNHUNITEDHEALTH GROUP INC | $42.9M |
ESGUISHARES TR | $41.8M |
VGSHVANGUARD SCOTTSDALE FDS | $41.6M |
SHVISHARES TR | $41.3M |
DONSPDR DOW JONES INDL AVERAGE | $38.6M |
BILSPDR SER TR | $36.3M |
VUGVANGUARD INDEX FDS | $36.2M |
HDEFDBX ETF TR | $35.8M |
IUSBISHARES TR | $35.3M |
VVISA INC | $35.3M |
JNJJOHNSON & JOHNSON | $34.8M |
CVXCHEVRON CORP NEW | $34.3M |
NDQINVESCO QQQ TR | $34.1M |
AMZNAMAZON COM INC | $31.5M |
JPMJPMORGAN CHASE & CO | $29.5M |
VOOVANGUARD INDEX FDS | $28.7M |
EFVISHARES TR | $27.8M |
MRKMERCK & CO INC | $27.2M |
GOOGLALPHABET INC | $26.1M |
MAMASTERCARD INCORPORATED | $26.1M |
ABBVABBVIE INC | $24.4M |
VMBSVANGUARD SCOTTSDALE FDS | $24.4M |
PGPROCTER AND GAMBLE CO | $23.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23.6M |
FTSMFIRST TR EXCHANGE-TRADED FD | $22.6M |
SPYDSPDR SER TR | $22.6M |
VTIVANGUARD INDEX FDS | $22.4M |
AQLTISHARES TR | $21.8M |
IWFISHARES TR | $21.0M |
HDHOME DEPOT INC | $20.9M |
CSCOCISCO SYS INC | $20.1M |
OAEMUNIFIED SER TR | $19.9M |
PEPPEPSICO INC | $19.4M |
AVGOBROADCOM INC | $19.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $19.0M |
AGGISHARES TR | $18.6M |
GOOGALPHABET INC | $18.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $18.4M |
MBBISHARES TR | $18.2M |
VTVANGUARD INTL EQUITY INDEX F | $18.0M |
XLVSELECT SECTOR SPDR TR | $17.9M |
SHYGISHARES TR | $17.5M |
EFGISHARES TR | $17.5M |
VWOVANGUARD INTL EQUITY INDEX F | $17.4M |
UPSUNITED PARCEL SERVICE INC | $17.3M |
TXNTEXAS INSTRS INC | $17.1M |
NVDANVIDIA CORPORATION | $16.9M |
XOMEXXON MOBIL CORP | $16.7M |
LLYLILLY ELI & CO | $16.2M |
LOWLOWES COS INC | $16.2M |
PULSPGIM ETF TR | $16.0M |
VCSHVANGUARD SCOTTSDALE FDS | $15.7M |
KOCOCA COLA CO | $15.7M |
BNDXVANGUARD CHARLOTTE FDS | $15.4M |
ADBEADOBE SYSTEMS INCORPORATED | $15.4M |
TLTISHARES TR | $15.4M |
BUFDFIRST TR EXCHNG TRADED FD VI | $15.3M |
ORCLORACLE CORP | $15.0M |
MCDMCDONALDS CORP | $14.9M |
EEMVISHARES INC | $14.7M |
ACNACCENTURE PLC IRELAND | $14.7M |
FVCFIRST TR EXCHANGE-TRADED FD | $14.6M |
PFEPFIZER INC | $14.6M |
COPCONOCOPHILLIPS | $14.3M |
NKENIKE INC | $14.0M |
CMCSACOMCAST CORP NEW | $13.9M |
IUSGISHARES TR | $13.9M |
4I1PHILIP MORRIS INTL INC | $13.9M |
AQLTISHARES TR | $13.8M |
COWZPACER FDS TR | $13.7M |
WMTWALMART INC | $13.7M |
METAMETA PLATFORMS INC | $13.6M |
SBUXSTARBUCKS CORP | $13.5M |
SCHFSCHWAB STRATEGIC TR | $13.5M |
8CWCROWN CASTLE INC | $13.0M |
NFLXNETFLIX INC | $12.9M |
XLKSELECT SECTOR SPDR TR | $12.8M |
HONHONEYWELL INTL INC | $12.7M |
BACVERIZON COMMUNICATIONS INC | $12.6M |
ABTABBOTT LABS | $12.5M |
IJRISHARES TR | $12.2M |
NEENEXTERA ENERGY INC | $11.9M |
IEMGISHARES INC | $11.8M |
NOCNORTHROP GRUMMAN CORP | $11.7M |
BLKCHFBLACKROCK INC | $11.6M |
USBUS BANCORP DEL | $11.4M |
COSTCOSTCO WHSL CORP NEW | $11.3M |
BKLNINVESCO EXCH TRADED FD TR II | $11.1M |
JAAAJANUS DETROIT STR TR | $11.0M |
HYGISHARES TR | $10.8M |
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