Atria Investments, Inc Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$6.5B
Holdings
891
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (891 positions)
| Stock | Value |
|---|---|
UPSUNITED PARCEL SERVICE INC | $14.1M |
BACBANK AMERICA CORP | $14.1M |
BABOEING CO | $14.1M |
PSFFPACER FDS TR | $14.0M |
UNPUNION PAC CORP | $13.9M |
HONHONEYWELL INTL INC | $13.9M |
BACVERIZON COMMUNICATIONS INC | $13.5M |
QCOMQUALCOMM INC | $13.4M |
SPDWSPDR INDEX SHS FDS | $13.4M |
USBUS BANCORP DEL | $13.4M |
TXNTEXAS INSTRS INC | $13.3M |
SCHWSCHWAB CHARLES CORP | $13.0M |
COPCONOCOPHILLIPS | $13.0M |
LQDISHARES TR | $13.0M |
IBMINTERNATIONAL BUSINESS MACHS | $13.0M |
VBVANGUARD INDEX FDS | $13.0M |
ISRGINTUITIVE SURGICAL INC | $12.9M |
KOCOCA COLA CO | $12.8M |
CATCATERPILLAR INC | $12.5M |
BNDVANGUARD BD INDEX FDS | $12.5M |
SBUXSTARBUCKS CORP | $12.4M |
NKENIKE INC | $12.4M |
TRVCCITIGROUP INC | $12.3M |
SHVISHARES TR | $12.2M |
VYMIVANGUARD WHITEHALL FDS | $12.0M |
BLKCHFBLACKROCK INC | $11.9M |
USTBVICTORY PORTFOLIOS II | $11.9M |
TJXTJX COS INC NEW | $11.9M |
MRSHMARSH & MCLENNAN COS INC | $11.7M |
SCHDSCHWAB STRATEGIC TR | $11.7M |
GQ9SPDR GOLD TR | $11.7M |
XLYSELECT SECTOR SPDR TR | $11.6M |
OEFISHARES TR | $11.6M |
WFCWELLS FARGO CO NEW | $11.6M |
IJRISHARES TR | $11.5M |
USMVISHARES TR | $11.4M |
ILDRFIRST TR EXCHNG TRADED FD VI | $11.2M |
NOCNORTHROP GRUMMAN CORP | $11.1M |
ADPAUTOMATIC DATA PROCESSING IN | $11.0M |
PHPARKER-HANNIFIN CORP | $10.9M |
ASMLASML HOLDING N V | $10.8M |
LVHILEGG MASON ETF INVT | $10.7M |
PNCPNC FINL SVCS GROUP INC | $10.6M |
MDLZMONDELEZ INTL INC | $10.6M |
GJUNFIRST TR EXCHNG TRADED FD VI | $10.6M |
MDTMEDTRONIC PLC | $10.6M |
GDGENERAL DYNAMICS CORP | $10.5M |
APDAIR PRODS & CHEMS INC | $10.5M |
LINLINDE PLC | $10.4M |
WDAYWORKDAY INC | $10.4M |
PLDPROLOGIS INC. | $10.3M |
BXBLACKSTONE INC | $10.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $10.1M |
SECTNORTHERN LTS FD TR IV | $10.1M |
FDXFEDEX CORP | $10.1M |
MUBISHARES TR | $10.0M |
PANWPALO ALTO NETWORKS INC | $10.0M |
PGRPROGRESSIVE CORP | $10.0M |
IJHISHARES TR | $9.9M |
SOSOUTHERN CO | $9.8M |
SHWSHERWIN WILLIAMS CO | $9.8M |
FLQLFRANKLIN TEMPLETON ETF TR | $9.8M |
LMTLOCKHEED MARTIN CORP | $9.6M |
DISDISNEY WALT CO | $9.6M |
VXUSVANGUARD STAR FDS | $9.5M |
SCHGSCHWAB STRATEGIC TR | $9.5M |
THOTHOR INDS INC | $9.5M |
MNSTMONSTER BEVERAGE CORP NEW | $9.5M |
ANGLVANECK ETF TRUST | $9.4M |
TAT&T INC | $9.4M |
8CWCROWN CASTLE INC | $9.4M |
AXPAMERICAN EXPRESS CO | $9.2M |
DHRDANAHER CORPORATION | $9.1M |
ELVELEVANCE HEALTH INC | $9.0M |
GMGENERAL MTRS CO | $9.0M |
INTCINTEL CORP | $9.0M |
CWBSPDR SER TR | $9.0M |
DGRWWISDOMTREE TR | $8.9M |
MCHPMICROCHIP TECHNOLOGY INC. | $8.9M |
IWDISHARES TR | $8.8M |
CBCHUBB LIMITED | $8.7M |
VRTXVERTEX PHARMACEUTICALS INC | $8.7M |
PYPLPAYPAL HLDGS INC | $8.6M |
VEUVANGUARD INTL EQUITY INDEX F | $8.5M |
EFAISHARES TR | $8.5M |
BKNGBOOKING HOLDINGS INC | $8.5M |
VNQVANGUARD INDEX FDS | $8.5M |
IWFISHARES TR | $8.5M |
AMATAPPLIED MATLS INC | $8.4M |
IXUSISHARES TR | $8.4M |
VVVANGUARD INDEX FDS | $8.2M |
BAUGINNOVATOR ETFS TR | $8.2M |
VYMVANGUARD WHITEHALL FDS | $8.2M |
XLESELECT SECTOR SPDR TR | $8.2M |
XLFISELECT SECTOR SPDR TR | $8.2M |
GBILGOLDMAN SACHS ETF TR | $8.1M |
IEIISHARES TR | $8.1M |
BLVVANGUARD BD INDEX FDS | $8.1M |
VTEBVANGUARD MUN BD FDS | $8.0M |
DWDMORGAN STANLEY | $8.0M |