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
$12.9B
$4.23 Million 0.05% of portfolio
18,294
Q2 2025 Added 19.89%
$69.2B
$4.33 Million 0.05% of portfolio
36,212
Q2 2025 Reduced 4.87%
$44.3B
$4.11 Million 0.05% of portfolio
39,961
Q2 2025 Reduced 4.62%
$40.8B
$4.08 Million 0.05% of portfolio
13,111
Q2 2025 Added 0.85%
$86.8B
$4.33 Million 0.05% of portfolio
30,524
Q2 2025 Reduced 0.68%
$36.2B
$3.86 Million 0.05% of portfolio
25,186
Q2 2025 Reduced 0.72%
$97.8B
$3.71 Million 0.05% of portfolio
23,185
Q2 2025 Added 16.91%
$2.54B
$3.72 Million 0.05% of portfolio
253,965
Q2 2025 Reduced 40.23%
$55.4B
$3.95 Million 0.05% of portfolio
24,576
Q2 2025 Reduced 2.46%
$23.4B
$3.64 Million 0.05% of portfolio
72,909
Q2 2025 Reduced 11.21%
$186B
$3.7 Million 0.05% of portfolio
269,834
Q2 2025 Reduced 16.75%
$12.4B
$3.89 Million 0.05% of portfolio
13,329
Q2 2025 Added 6.38%
$130B
$3.97 Million 0.05% of portfolio
83,794
Q2 2025 Added 168.45%
$0
$3.97 Million 0.05% of portfolio
189,228
Q2 2025 Added 375.69%
$40.4B
$4.05 Million 0.05% of portfolio
27,349
Q2 2025 Added 1.67%
$36.8B
$3.75 Million 0.05% of portfolio
23,369
Q2 2025 Reduced 15.91%
$423B
$3.64 Million 0.05% of portfolio
5
Q3 2022 New
$17B
$3.37 Million 0.04% of portfolio
10,921
Q2 2025 Reduced 5.43%
$12B
$2.84 Million 0.04% of portfolio
39,157
Q2 2025 Added 3.27%
$59.7B
$3.02 Million 0.04% of portfolio
102,695
Q2 2025 Reduced 34.75%
$41.1B
$3.04 Million 0.04% of portfolio
72,317
Q2 2025 Reduced 5.0%
$66.3B
$3.07 Million 0.04% of portfolio
39,605
Q2 2025 Added 12.09%
$32.6B
$2.96 Million 0.04% of portfolio
8,431
Q2 2025 Added 2.62%
$26.1B
$3.22 Million 0.04% of portfolio
1,611
Q2 2025 Added 2.87%
$33.1B
$2.85 Million 0.04% of portfolio
34,928
Q2 2025 Added 17.23%
$95.5B
$2.97 Million 0.04% of portfolio
31,744
Q2 2025 Added 205.73%
$137B
$3.51 Million 0.04% of portfolio
45,843
Q2 2025 Added 13.99%
$16.3B
$2.84 Million 0.04% of portfolio
46,974
Q2 2025 Reduced 1.06%
$9.92B
$3.06 Million 0.04% of portfolio
53,103
Q2 2025 Added 0.87%
$5.43B
$2.91 Million 0.04% of portfolio
39,988
Q2 2025 Added 4.71%
$16.4B
$2.79 Million 0.04% of portfolio
48,197
Q2 2025 Reduced 1.95%
$87.2B
$3.17 Million 0.04% of portfolio
16,339
Q2 2025 Added 1.1%
$11.9B
$3.53 Million 0.04% of portfolio
39,307
Q2 2025 Reduced 2.5%
$11.2B
$3.51 Million 0.04% of portfolio
71,525
Q2 2025 Reduced 21.48%
$46.7B
$2.82 Million 0.04% of portfolio
83,422
Q2 2025 Added 7.39%
$57.8B
$3.44 Million 0.04% of portfolio
15,727
Q2 2025 Added 43.53%
$35.6B
$2.99 Million 0.04% of portfolio
42,454
Q2 2025 Reduced 2.56%
$61.1B
$3.15 Million 0.04% of portfolio
39,139
Q2 2025 Added 12.37%
$55B
$3.21 Million 0.04% of portfolio
43,920
Q2 2025 Added 4.15%
$7.06B
$3.47 Million 0.04% of portfolio
60,952
Q2 2025 Reduced 1.44%
$22.4B
$3.17 Million 0.04% of portfolio
33,030
Q2 2025 Added 0.4%
$91.7B
$3.44 Million 0.04% of portfolio
63,311
Q2 2025 Reduced 12.45%
$6.6B
$3.54 Million 0.04% of portfolio
22,916
Q2 2025 Added 0.14%
$8.95B
$2.98 Million 0.04% of portfolio
44,293
Q2 2025 Added 11.52%
$25.8B
$3.1 Million 0.04% of portfolio
40,878
Q2 2025 Reduced 0.2%
$60.2B
$3.13 Million 0.04% of portfolio
72,249
Q2 2025 Added 4.45%
$9.58B
$3.56 Million 0.04% of portfolio
19,789
Q2 2025 Added 13.5%
$73.8B
$2.92 Million 0.04% of portfolio
11,855
Q2 2025 Reduced 7.46%
$43.8B
$3.37 Million 0.04% of portfolio
40,083
Q2 2025 Reduced 25.74%

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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