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
$34.5B
$4.53 Million 0.06% of portfolio
28,748
Q2 2025 Added 47.91%
$70.9B
$4.93 Million 0.06% of portfolio
54,227
Q2 2025 Reduced 17.64%
$97B
$4.4 Million 0.06% of portfolio
14,294
Q2 2025 Reduced 9.89%
$95.8B
$4.66 Million 0.06% of portfolio
102,800
Q2 2025 Added 16.19%
$55.6B
$5.1 Million 0.06% of portfolio
97,050
Q2 2025 Added 14.66%
$79.9B
$5.04 Million 0.06% of portfolio
16,111
Q2 2025 Reduced 8.09%
$47.2B
$4.51 Million 0.06% of portfolio
50,449
Q2 2025 Added 91.32%
$80B
$4.41 Million 0.06% of portfolio
17,821
Q2 2025 Reduced 3.37%
$48.9B
$4.57 Million 0.06% of portfolio
46,296
Q2 2025 Added 20.42%
$86B
$5.08 Million 0.06% of portfolio
73,684
Q2 2025 Added 6.96%
$147B
$4.48 Million 0.06% of portfolio
41,688
Q2 2025 Reduced 6.42%
$36B
$4.57 Million 0.06% of portfolio
56,792
Q2 2025 Added 11.56%
$14.5B
$4.37 Million 0.06% of portfolio
81,052
Q2 2025 Added 0.4%
$51B
$4.47 Million 0.06% of portfolio
60,039
Q2 2025 Reduced 5.5%
$14.5B
$4.92 Million 0.06% of portfolio
535,686
Q2 2025 Added 288.23%
$258B
$4.46 Million 0.06% of portfolio
63,325
Q2 2025 Added 5.65%
$38.4B
$4.65 Million 0.06% of portfolio
8,470
Q2 2025 Added 2.68%
$56.3B
$4.44 Million 0.06% of portfolio
13,560
Q2 2025 Reduced 7.53%
$30.2B
$4.97 Million 0.06% of portfolio
9,298
Q2 2025 Reduced 0.27%
$55B
$4.82 Million 0.06% of portfolio
37,374
Q2 2025 Reduced 24.76%
$22.7B
$4.6 Million 0.06% of portfolio
20,659
Q2 2025 Reduced 8.85%
$314B
$3.99 Million 0.05% of portfolio
16,767
Q2 2025 Reduced 15.54%
$38.3B
$3.97 Million 0.05% of portfolio
23,636
Q2 2025 Added 10.92%
$54.9B
$4.11 Million 0.05% of portfolio
4,966
Q2 2025 Added 24.49%
$35.6B
$3.73 Million 0.05% of portfolio
64,776
Q2 2025 Added 13.84%
$23.2B
$3.78 Million 0.05% of portfolio
24,521
Q2 2025 Reduced 3.07%
$51B
$3.98 Million 0.05% of portfolio
70,491
Q2 2025 Added 48.4%
$73.5B
$4.16 Million 0.05% of portfolio
39,399
Q2 2025 Reduced 10.68%
$51.4B
$3.92 Million 0.05% of portfolio
29,132
Q2 2025 Reduced 39.38%
$14.6B
$4.29 Million 0.05% of portfolio
39,801
Q2 2025 Reduced 7.91%
$20.9B
$3.66 Million 0.05% of portfolio
6,393
Q2 2025 Reduced 28.7%
$32.4B
$3.68 Million 0.05% of portfolio
40,446
Q2 2025 Added 1.31%
$12.3B
$3.71 Million 0.05% of portfolio
17,310
Q2 2025 Added 13.16%
$0
$3.96 Million 0.05% of portfolio
146,879
Q2 2025 Added 585.04%
$39.1B
$3.63 Million 0.05% of portfolio
33,751
Q2 2025 Added 17.75%
$55.1B
$4.35 Million 0.05% of portfolio
7,671
Q2 2025 Added 0.46%
$55.6B
$4.06 Million 0.05% of portfolio
23,554
Q2 2025 Added 24.51%
$56B
$4.34 Million 0.05% of portfolio
11,478
Q2 2025 Reduced 18.47%
$127B
$3.83 Million 0.05% of portfolio
28,802
Q2 2025 Reduced 44.94%
$29.5B
$4.08 Million 0.05% of portfolio
15,720
Q2 2025 Added 4.15%
$19.4B
$4.02 Million 0.05% of portfolio
7,871
Q2 2025 Added 2.31%
$8.32B
$4.03 Million 0.05% of portfolio
30,577
Q2 2025 Reduced 2.4%
$75.1B
$4.14 Million 0.05% of portfolio
22,236
Q2 2025 Reduced 22.47%
$19.7B
$3.83 Million 0.05% of portfolio
33,522
Q2 2025 Added 0.27%
$14.2B
$3.96 Million 0.05% of portfolio
48,634
Q2 2025 Added 20.92%
$14.6B
$3.85 Million 0.05% of portfolio
26,697
Q2 2025 Added 30.25%
$26.8B
$4.18 Million 0.05% of portfolio
37,679
Q2 2025 Added 0.06%
$50.1B
$3.83 Million 0.05% of portfolio
27,363
Q2 2025 Reduced 5.83%
$14B
$4.09 Million 0.05% of portfolio
9,252
Q2 2025 Added 6.93%

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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