CIK 1535865
Atria Investments, Inc
Institutional 13F holdings & portfolio
Holdings
2,018
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 2,018
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHOP | SHOPIFY INC | 161K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 326K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 286K | $1M+ | SH |
| OAIM | UNIFIED SER TR | 603K | $1M+ | SH |
| CSCO | CISCO SYS INC | 308K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 112K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 227K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 46K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 158K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 512K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 223K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 400K | $1M+ | SH |
| LQD | ISHARES TR | 198K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 450K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 73K | $1M+ | SH |
| C | CITIGROUP INC | 180K | $1M+ | SH |
| TLH | ISHARES TR | 207K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 279K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 403K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 36K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 67K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 333K | $1M+ | SH |
| IUSG | ISHARES TR | 119K | $1M+ | SH |
| ITA | ISHARES TR | 93K | $1M+ | SH |
| HD | HOME DEPOT INC | 58K | $1M+ | SH |
| TJX | TJX COS INC NEW | 130K | $1M+ | SH |
| SHYG | ISHARES TR | 459K | $1M+ | SH |
| KO | COCA COLA CO | 278K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 593K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 639K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 58K | $1M+ | SH |
| DGRO | ISHARES TR | 277K | $1M+ | SH |
| MRK | MERCK & CO INC | 181K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 132K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 32K | $1M+ | SH |
| MCD | MCDONALDS CORP | 61K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 21K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 229K | $1M+ | SH |
| DIS | DISNEY WALT CO | 161K | $1M+ | SH |
| ABT | ABBOTT LABS | 143K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 20K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 48K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 177K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 397K | $1M+ | SH |
| CRM | SALESFORCE INC | 66K | $1M+ | SH |
| QCOM | QUALCOMM INC | 102K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 69K | $1M+ | SH |
| IUSV | ISHARES TR | 169K | $1M+ | SH |
| AMGN | AMGEN INC | 52K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 386K | $1M+ | SH |