ATRIA INVESTMENTS LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcharlotte, NC
- CIK0001535865
- Alternate namesAtria Investments, Inc
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,890 | $7.80 B | MSFT, IVV, AMZN, NVDA | 13F-HR | May 6, 2025 | 000153586525000009 | ||
1,846 | $8.04 B | MSFT, IVV, NVDA, AMZN | 13F-HR | Feb 6, 2025 | 000153586525000002 | ||
1,895 | $8.05 B | MSFT, IVV, OACP, NVDA | 13F-HR | Nov 1, 2024 | 000153586524000019 | ||
1,907 | $7.72 B | MSFT, IVV, NVDA, OACP | 13F-HR | Aug 13, 2024 | 000153586524000013 | ||
963 | $7.27 B | MSFT, IVV, OACP, AMZN | 13F-HR | May 21, 2024 | 000153586524000011 | ||
891 | $6.46 B | IVV, MSFT, OACP, AAPL | 13F-HR | Feb 14, 2024 | 000153586524000006 | ||
842 | $5.61 B | IVV, MSFT, OACP, AAPL | 13F-HR | Nov 7, 2023 | 000117266123003639 | ||
825 | $5.54 B | IVV, MSFT, OACP, BSV | 13F-HR | Aug 4, 2023 | 000117266123002759 | ||
810 | $5.28 B | IVV, MSFT, BSV, OACP | 13F-HR | May 10, 2023 | 000117266123001980 | ||
763 | $4.88 B | IVV, BSV, OACP, MSFT | 13F-HR | Jan 31, 2023 | 000117266123000370 | ||
734 | $4.53 B | BSV, IVV, OACP, MSFT | 13F-HR | Nov 1, 2022 | 000117266122002266 | ||
747 | $4.77 B | IVV, BSV, OACP, MSFT | 13F-HR | Aug 11, 2022 | 000117266122001786 | ||
854 | $5.71 B | IVV, MSFT, SPY, ESGU | 13F-HR | May 2, 2022 | 000108514622001633 | ||
839 | $5.61 B | MSFT, IVV, AAPL, SPY | 13F-HR | Feb 4, 2022 | 000108514622000510 | ||
782 | $5.54 B | SPY, NDQ, VIG, MSFT | 13F-HR | Nov 16, 2021 | 000108514621003409 | ||
761 | $5.18 B | SPY, IJR, VIG, NDQ | 13F-HR | Aug 10, 2021 | 000108514621002325 | ||
702 | $4.52 B | IJR, SPY, IEMG, IEFA | 13F-HR | May 11, 2021 | 000108514621001560 | ||
668 | $4.14 B | NDQ, IJR, IEMG, IEFA | 13F-HR | Feb 12, 2021 | 000108514621000673 | ||
579 | $3.29 B | NDQ, SPY, LQD, IEMG | 13F-HR | Nov 5, 2020 | 000108514620002762 | ||
511 | $2.92 B | LQD, TLT, EMB, NDQ | RESTATEMENT | Sep 22, 2020 | 000108514620002415 | ||
585 | $1.30 B | SPY, KRE, VANGUARD SCOTTSDALE FDS, AAPL | 13F-HR | May 15, 2020 | 000108514620001601 | ||
1,193 | $3.69 B | SPY, NDQ, VANGUARD SCOTTSDALE FDS, KRE | 13F-HR | Feb 11, 2020 | 000108514620000572 | ||
851 | $2.81 B | SPY, VIG, NDQ, VANGUARD SCOTTSDALE FDS | 13F-HR | Nov 14, 2019 | 000108514619002976 | ||
957 | $2.68 B | SPY, VIG, NDQ, VANGUARD SCOTTSDALE FDS | RESTATEMENT | Aug 26, 2019 | 000108514619002396 | ||
917 | $2.36 B | BND, SPY, LQD, VIG | 13F-HR | May 15, 2019 | 000108514619001602 | ||
875 | $2.26 B | BND, IEF, VTI, TLT | 13F-HR | Feb 12, 2019 | 000108514619000532 | ||
971 | $2.53 B | VTI, SPY, IJR, IVV | 13F-HR | Oct 9, 2018 | 000108514618002254 | ||
949 | $2.28 B | VTI, SPY, IJR, IVV | 13F-HR | Jul 13, 2018 | 000108514618001684 | ||
868 | $2.07 B | VTI, SPY, IJR, IVV | 13F-HR | Apr 30, 2018 | 000108514618001174 | ||
814 | $2.01 B | VTI, SPY, IJR, IVV | 13F-HR | Jan 16, 2018 | 000108514618000120 | ||
787 | $1.84 B | VTI, SPY, VWO, BND | 13F-HR | Oct 12, 2017 | 000108514617002037 | ||
750 | $1.63 B | VTI, SPY, BND, IJR | 13F-HR | Jul 11, 2017 | 000108514617001468 | ||
676 | $1.54 B | VTI, SPY, IJR, BND | 13F-HR | Apr 14, 2017 | 000108514617000970 | ||
630 | $1.31 B | VTI, SPY, BND, IJR | 13F-HR | Jan 13, 2017 | 000108514617000122 | ||
545 | $1.09 B | VTI, BND, SPY, IJR | 13F-HR | Oct 12, 2016 | 000108514616004483 | ||
468 | $928.48 M | VTI, BND, SPY, IJR | 13F-HR | Jul 12, 2016 | 000108514616003958 | ||
439 | $879.86 M | VTI, BND, SPY, IJR | 13F-HR | Apr 19, 2016 | 000108514616003474 | ||
396 | $909.90 M | VTI, SPY, BND, IJR | 13F-HR | Jan 14, 2016 | 000108514616002604 | ||
342 | $723.48 M | VTI, BND, SPY, MINT | RESTATEMENT | Nov 16, 2015 | 000108514615002394 | ||
395 | $851.85 M | VTI, BND, SPY, VANGUARD STAR FDS | 13F-HR | Aug 3, 2015 | 000108514615001553 | ||
399 | $883.54 M | VTI, SPY, BND, AGG | 13F-HR | Apr 13, 2015 | 000108514615000918 | ||
411 | $941.24 M | VTI, BND, AGG, VUG | 13F-HR | Jan 12, 2015 | 000108514615000058 | ||
455 | $977.96 M | VTI, BND, VUG, VYM | 13F-HR | Nov 12, 2014 | 000108514614002173 | ||
416 | $1.00 B | VTI, BND, VUG, VYM | 13F-HR | Jul 21, 2014 | 000108514614001365 | ||
421 | $981.20 M | VTI, BND, VYM, BNDX | 13F-HR | May 12, 2014 | 000108514614001053 | ||
439 | $1.00 B | VTI, BND, BNDX, VUG | 13F-HR | Jan 9, 2014 | 000108514614000033 |