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
$22B
$1.48 Million 0.02% of portfolio
17,829
Q2 2025 Added 6.38%
$11.3B
$1.5 Million 0.02% of portfolio
18,559
Q2 2025 Reduced 38.29%
$1.87B
$1.66 Million 0.02% of portfolio
18,263
Q2 2025 Added 54.0%
$7.51B
$1.41 Million 0.02% of portfolio
14,818
Q2 2025 New
$6.9B
$1.21 Million 0.02% of portfolio
8,399
Q2 2025 Reduced 7.73%
$44.5B
$1.78 Million 0.02% of portfolio
171,547
Q2 2025 Added 9.5%
$30.3B
$1.96 Million 0.02% of portfolio
34,218
Q2 2025 Reduced 4.2%
$6.21B
$1.93 Million 0.02% of portfolio
53,193
Q2 2025 Added 66.31%
$2.64B
$1.4 Million 0.02% of portfolio
7,461
Q2 2025 Added 12.01%
$5.92B
$1.83 Million 0.02% of portfolio
12,902
Q2 2025 Added 251.65%
$33B
$1.54 Million 0.02% of portfolio
7,949
Q2 2025 Added 47.39%
$76.4B
$1.83 Million 0.02% of portfolio
16,582
Q2 2025 Added 4.07%
$15.3B
$1.19 Million 0.02% of portfolio
13,598
Q2 2025 Reduced 12.07%
$14.6B
$1.54 Million 0.02% of portfolio
10,488
Q2 2025 Added 55.59%
$3.16B
$871,000 0.01% of portfolio
15,321
Q2 2025 Added 55.83%
$44.3B
$1.05 Million 0.01% of portfolio
24,155
Q2 2025 Added 38.28%
$1.84B
$811,000 0.01% of portfolio
18,180
Q2 2025 Added 13.53%
$18.4B
$1.04 Million 0.01% of portfolio
5,920
Q2 2025 Added 11.15%
$17B
$643,000 0.01% of portfolio
11,470
Q2 2025 Reduced 44.81%
$14.2B
$1.08 Million 0.01% of portfolio
24,374
Q2 2025 Added 12.95%
$4.26B
$477,000 0.01% of portfolio
29,774
Q2 2025 Added 60.94%
$2.62B
$425,000 0.01% of portfolio
6,297
Q2 2025 Added 6.1%
$92.1B
$733,000 0.01% of portfolio
33,542
Q2 2025 Reduced 7.92%
$7.28B
$420,000 0.01% of portfolio
10,816
Q2 2025 Reduced 8.27%
$10.4B
$784,000 0.01% of portfolio
52,557
Q2 2025 Added 62.02%
$10.5B
$925,000 0.01% of portfolio
10,142
Q2 2025 Added 26.36%
$34.4B
$448,000 0.01% of portfolio
4,719
Q2 2025 Reduced 6.83%
$41.2B
$517,000 0.01% of portfolio
11,886
Q2 2025 Reduced 12.42%
$9.19B
$458,000 0.01% of portfolio
6,274
Q2 2025 New
$54.7B
$533,000 0.01% of portfolio
9,159
Q2 2025 New
$6.45B
$472,000 0.01% of portfolio
4,193
Q2 2025 Reduced 9.05%
$29.2B
$744,000 0.01% of portfolio
2,208
Q2 2025 New
$1.98B
$403,000 0.01% of portfolio
7,326
Q2 2025 Added 16.99%
$0
$574,000 0.01% of portfolio
22,674
Q2 2025 Reduced 14.31%
$12.7B
$402,000 0.01% of portfolio
2,808
Q2 2025 Added 12.77%
$42.6B
$945,000 0.01% of portfolio
24,672
Q2 2025 Reduced 33.78%
$14.1B
$526,000 0.01% of portfolio
50,567
Q2 2025 Added 32.31%
$2.64B
$513,000 0.01% of portfolio
9,192
Q2 2025 Added 31.56%
$44.8B
$688,000 0.01% of portfolio
22,989
Q2 2025 Reduced 8.4%
$10.1B
$444,000 0.01% of portfolio
1,038
Q2 2025 Added 3.08%
$5.62B
$478,000 0.01% of portfolio
3,031
Q2 2025 Added 11.19%
$7.2B
$447,000 0.01% of portfolio
49,552
Q2 2025 Reduced 1.45%
$33B
$684,000 0.01% of portfolio
24,327
Q2 2025 Added 6.87%
$13.8B
$872,000 0.01% of portfolio
6,000
Q2 2025 Reduced 50.88%
$2.72B
$520,000 0.01% of portfolio
7,777
Q2 2025 Added 6.45%
$10.2B
$859,000 0.01% of portfolio
4,325
Q2 2025 Added 2.51%
$2.93B
$724,000 0.01% of portfolio
25,909
Q2 2025 Added 27.84%
$3.61B
$1.05 Million 0.01% of portfolio
46,572
Q2 2025 Reduced 8.72%
$4.34B
$1.11 Million 0.01% of portfolio
35,826
Q2 2025 Reduced 22.65%

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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