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 101–150 of 2,018
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DDWM | WISDOMTREE TR | 390K | $1M+ | SH |
| ISCG | ISHARES TR | 305K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 65K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 281K | $1M+ | SH |
| INTU | INTUIT | 25K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 182K | $1M+ | SH |
| MBB | ISHARES TR | 174K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 169K | $1M+ | SH |
| NOW | SERVICENOW INC | 107K | $1M+ | SH |
| BLK | BLACKROCK INC | 15K | $1M+ | SH |
| BA | BOEING CO | 75K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 22K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 59K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 198K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 115K | $1M+ | SH |
| ETN | EATON CORP PLC | 48K | $1M+ | SH |
| PLD | PROLOGIS INC. | 119K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 59K | $1M+ | SH |
| COR | CENCORA INC | 44K | $1M+ | SH |
| OACP | UNIFIED SER TR | 630K | $1M+ | SH |
| FDX | FEDEX CORP | 50K | $1M+ | SH |
| PEP | PEPSICO INC | 100K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 260K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 118K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 173K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 277K | $1M+ | SH |
| RTX | RTX CORPORATION | 75K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 51K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 164K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 66K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 73K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 34K | $1M+ | SH |
| CB | CHUBB LIMITED | 42K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 74K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 172K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 173K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 189K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 15K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 28K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 38K | $1M+ | SH |
| MS | MORGAN STANLEY | 72K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 240K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 49K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 305K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 147K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 158K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 126K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 104K | $1M+ | SH |
| ASML | ASML HOLDING N V | 11K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 147K | $1M+ | SH |