Atria Investments LLC Portfolio Holdings

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025

Atria Investments LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.93 Billion distributed in 1982 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $211M, Nvidia Corp with a value of $149M, Ishares Core S&P 500 ETF with a value of $138M, Amazon Com Inc with a value of $117M, and Meta Platforms, Inc. with a value of $98M.

Examining the 13F form we can see an increase of $601M in the current position value, from $7.33B to 7.93B.

Atria Investments LLC is based out at Charlotte, NC

Below you can find more details about Atria Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.93 Billion
ETFs: $3.41 Billion
Technology: $1.16 Billion
Financial Services: $738 Million
Consumer Cyclical: $493 Million
Industrials: $482 Million
Healthcare: $475 Million
Communication Services: $377 Million
Consumer Defensive: $264 Million
Other: $476 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.01B
$1.49 Million 0.02% of portfolio
11,596
Q2 2025 Reduced 25.92%
$23.9B
$1.44 Million 0.02% of portfolio
32,170
Q2 2025 Reduced 17.01%
$33.9B
$1.22 Million 0.02% of portfolio
16,423
Q2 2025 Reduced 22.34%
$9.05B
$1.38 Million 0.02% of portfolio
21,023
Q2 2025 Reduced 23.13%
$5.53B
$1.66 Million 0.02% of portfolio
15,773
Q2 2025 Added 1.93%
$113B
$1.53 Million 0.02% of portfolio
45,469
Q2 2025 Added 11.07%
$4.85B
$1.71 Million 0.02% of portfolio
16,129
Q2 2025 Added 5.46%
$3.63B
$1.74 Million 0.02% of portfolio
23,248
Q2 2025 Reduced 0.95%
$4.49B
$1.7 Million 0.02% of portfolio
30,700
Q2 2025 New
$14.2B
$1.59 Million 0.02% of portfolio
9,041
Q2 2025 Reduced 11.96%
$16.5B
$1.69 Million 0.02% of portfolio
16,810
Q2 2025 Added 75.27%
$49.3B
$1.54 Million 0.02% of portfolio
46,542
Q2 2025 Added 8.09%
$80.9B
$1.78 Million 0.02% of portfolio
95,538
Q2 2025 Reduced 17.26%
$61.9B
$1.59 Million 0.02% of portfolio
15,070
Q2 2025 Reduced 0.53%
$12.1B
$1.81 Million 0.02% of portfolio
17,393
Q2 2025 Reduced 10.02%
$24.2B
$1.3 Million 0.02% of portfolio
35,490
Q2 2025 Reduced 15.74%
$15.9B
$1.84 Million 0.02% of portfolio
11,202
Q2 2025 Added 10.68%
$124B
$1.91 Million 0.02% of portfolio
27,822
Q2 2025 Reduced 19.39%
$17.8B
$1.48 Million 0.02% of portfolio
6,769
Q2 2025 Reduced 6.51%
$16.5B
$1.25 Million 0.02% of portfolio
10,030
Q2 2025 Added 53.76%
$0
$1.96 Million 0.02% of portfolio
89,253
Q2 2025 Reduced 0.87%
$13.6B
$1.25 Million 0.02% of portfolio
4,893
Q2 2025 Reduced 46.5%
$7.45B
$1.81 Million 0.02% of portfolio
7,371
Q2 2025 Added 0.42%
$28.6B
$1.78 Million 0.02% of portfolio
130,668
Q2 2025 Added 32.7%
$8.5B
$1.64 Million 0.02% of portfolio
14,841
Q2 2025 Reduced 12.21%
$15.7B
$1.7 Million 0.02% of portfolio
15,478
Q2 2025 Reduced 16.96%
$11.2B
$1.59 Million 0.02% of portfolio
25,718
Q2 2025 Added 16.19%
$7.01B
$1.82 Million 0.02% of portfolio
47,512
Q2 2025 Reduced 9.3%
$32.7B
$1.31 Million 0.02% of portfolio
15,091
Q2 2025 Added 41.65%
$3.01B
$1.43 Million 0.02% of portfolio
19,776
Q2 2025 Added 17.58%
$18.7B
$1.64 Million 0.02% of portfolio
8,699
Q2 2025 Added 4.68%
$21.8B
$1.64 Million 0.02% of portfolio
51,708
Q2 2025 Reduced 2.96%
$9.01B
$1.45 Million 0.02% of portfolio
20,917
Q2 2025 Reduced 8.67%
$22B
$1.44 Million 0.02% of portfolio
8,014
Q2 2025 Reduced 10.84%
$26.4B
$1.9 Million 0.02% of portfolio
4,051
Q2 2025 Added 14.66%
$12.3B
$1.34 Million 0.02% of portfolio
10,674
Q2 2025 Added 15.28%
$37.5B
$1.69 Million 0.02% of portfolio
12,600
Q2 2025 Added 11.27%
$126B
$1.29 Million 0.02% of portfolio
38,158
Q2 2025 Reduced 32.54%
$6.32B
$1.62 Million 0.02% of portfolio
16,316
Q2 2025 Added 1.56%
$6.66B
$1.44 Million 0.02% of portfolio
78,827
Q2 2025 Added 1.12%
$38.8B
$1.75 Million 0.02% of portfolio
6,719
Q2 2025 Added 0.67%
$8.62B
$1.69 Million 0.02% of portfolio
160,492
Q2 2025 Added 36.22%
$15.3B
$1.91 Million 0.02% of portfolio
20,017
Q2 2025 Reduced 0.91%
$10B
$1.44 Million 0.02% of portfolio
2,978
Q2 2025 Added 5.16%
$21.5B
$1.96 Million 0.02% of portfolio
6,241
Q2 2025 Reduced 4.03%
$30.2B
$1.21 Million 0.02% of portfolio
20,816
Q2 2025 Added 32.17%
$15.6B
$1.42 Million 0.02% of portfolio
10,338
Q2 2025 Added 33.58%
$31B
$1.79 Million 0.02% of portfolio
20,530
Q2 2025 Added 12.01%
$51.4B
$1.26 Million 0.02% of portfolio
9,908
Q2 2025 Reduced 5.92%

Summary

  • Portfolio
  • No. of Stocks 1,982
  • Current Value $7.93 Billion
  • Prior Value $7.33 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 211 stocks
  • Additional Purchases 947 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 817 stocks
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