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)

StockValue
SPMDSPDR SER TR
$3.0M
WMWASTE MGMT INC DEL
$3.0M
IBDRISHARES TR
$3.0M
PRUPRUDENTIAL FINL INC
$3.0M
MARBFIRST TR EXCH TRADED FD III
$3.0M
SRLNSSGA ACTIVE ETF TR
$3.0M
LNGCHENIERE ENERGY INC
$3.0M
IBKRINTERACTIVE BROKERS GROUP IN
$3.0M
DC4DEXCOM INC
$3.0M
ENBENBRIDGE INC
$3.0M
DGDOLLAR GEN CORP NEW
$3.0M
COOCOOPER COS INC
$3.0M
HDBHDFC BANK LTD
$3.0M
DOWDOW INC
$3.0M
XELXCEL ENERGY INC
$3.0M
XMHQINVESCO EXCHANGE TRADED FD T
$3.0M
NDSNNORDSON CORP
$3.0M
RDVYFIRST TR EXCHANGE-TRADED FD
$3.0M
VOEVANGUARD INDEX FDS
$3.0M
WSOWATSCO INC
$3.0M
CSGPCOSTAR GROUP INC
$3.0M
SLQDISHARES TR
$3.0M
VOTVANGUARD INDEX FDS
$2.0M
IBDSISHARES TR
$2.0M
PFFISHARES TR
$2.0M
KKRKKR & CO INC
$2.0M
CHECHEMED CORP NEW
$2.0M
AVYAVERY DENNISON CORP
$2.0M
ONON SEMICONDUCTOR CORP
$2.0M
AAONAAON INC
$2.0M
IWYISHARES TR
$2.0M
VFHVANGUARD WORLD FDS
$2.0M
SRESEMPRA
$2.0M
CGDGCAPITAL GROUP DIVIDEND VALUE
$2.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$2.0M
FITBFIFTH THIRD BANCORP
$2.0M
INCMFRANKLIN TEMPLETON ETF TR
$2.0M
MCOMOODYS CORP
$2.0M
CLXCLOROX CO DEL
$2.0M
BONDPIMCO ETF TR
$2.0M
HLIHOULIHAN LOKEY INC
$2.0M
VWOBVANGUARD WHITEHALL FDS
$2.0M
BABAALIBABA GROUP HLDG LTD
$2.0M
SHYMBLACKROCK ETF TRUST II
$2.0M
KMXCARMAX INC
$2.0M
FANGDIAMONDBACK ENERGY INC
$2.0M
KVUEKENVUE INC
$2.0M
DONWISDOMTREE TR
$2.0M
KRKROGER CO
$2.0M
SITESITEONE LANDSCAPE SUPPLY INC
$2.0M
IGMISHARES TR
$2.0M
CTRACOTERRA ENERGY INC
$2.0M
VXFVANGUARD INDEX FDS
$2.0M
SCHPSCHWAB STRATEGIC TR
$2.0M
BNBROOKFIELD CORP
$2.0M
AREALEXANDRIA REAL ESTATE EQ IN
$2.0M
FTAFIRST TR LRG CP VL ALPHADEX
$2.0M
IWRISHARES TR
$2.0M
ENQENTEGRIS INC
$2.0M
MUMICRON TECHNOLOGY INC
$2.0M
DAUGFIRST TR EXCHNG TRADED FD VI
$2.0M
UBSUBS GROUP AG
$2.0M
BBAGJ P MORGAN EXCHANGE TRADED F
$2.0M
BUYWNORTHERN LTS FD TR IV
$2.0M
EXPOEXPONENT INC
$2.0M
MFCMANULIFE FINL CORP
$2.0M
IWBISHARES TR
$2.0M
BSCQINVESCO EXCH TRD SLF IDX FD
$2.0M
DFAIDIMENSIONAL ETF TRUST
$2.0M
SDYSPDR SER TR
$2.0M
SMGSCOTTS MIRACLE-GRO CO
$2.0M
FSIGFIRST TR EXCHANGE-TRADED FD
$2.0M
ETRENTERGY CORP NEW
$2.0M
FTECFIDELITY COVINGTON TRUST
$2.0M
CARRCARRIER GLOBAL CORPORATION
$2.0M
SPSBSPDR SER TR
$2.0M
MDYGSPDR SER TR
$2.0M
LGLVSPDR SER TR
$2.0M
JUCYETF SER SOLUTIONS
$2.0M
DLSWISDOMTREE TR
$2.0M
VCLTVANGUARD SCOTTSDALE FDS
$2.0M
ALSALLSTATE CORP
$2.0M
MCXMCCORMICK & CO INC
$2.0M
VRPINVESCO EXCH TRADED FD TR II
$2.0M
SBACSBA COMMUNICATIONS CORP NEW
$2.0M
ULTAULTA BEAUTY INC
$2.0M
HUMHUMANA INC
$2.0M
MMM3M CO
$2.0M
VEEVVEEVA SYS INC
$2.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.0M
SAIASAIA INC
$2.0M
SEICSEI INVTS CO
$2.0M
BSXBOSTON SCIENTIFIC CORP
$2.0M
CGMSCAPITAL GRP FIXED INCM ETF T
$2.0M
DDDUPONT DE NEMOURS INC
$2.0M
SUBISHARES TR
$2.0M
SHYLDBX ETF TR
$2.0M
RPMRPM INTL INC
$2.0M
RJFRAYMOND JAMES FINL INC
$2.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$2.0M
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