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
$17.7B
$2.33 Million 0.03% of portfolio
30,246
Q2 2025 Reduced 0.74%
$111B
$2.63 Million 0.03% of portfolio
8,156
Q2 2025 Reduced 14.07%
$16.6B
$2.16 Million 0.03% of portfolio
38,558
Q2 2025 Added 49.99%
$22.8B
$2.06 Million 0.03% of portfolio
32,407
Q2 2025 Added 38.11%
$17.5B
$1.99 Million 0.03% of portfolio
19,426
Q2 2025 Added 23.28%
$23.7B
$2.1 Million 0.03% of portfolio
29,113
Q2 2025 Reduced 18.14%
$42.2B
$2.33 Million 0.03% of portfolio
26,394
Q2 2025 Reduced 6.41%
$8.13B
$2.61 Million 0.03% of portfolio
16,793
Q2 2025 Added 8.41%
$29.2B
$2.05 Million 0.03% of portfolio
39,494
Q2 2025 Reduced 7.76%
$6.19B
$2.06 Million 0.03% of portfolio
17,002
Q2 2025 Reduced 2.06%
$20.3B
$2.12 Million 0.03% of portfolio
3,813
Q2 2025 Added 17.69%
$4.98B
$1.99 Million 0.03% of portfolio
54,586
Q2 2025 Added 30.49%
$7.16B
$2.08 Million 0.03% of portfolio
21,287
Q2 2025 Added 5.56%
$15.5B
$2.24 Million 0.03% of portfolio
13,242
Q2 2025 Added 30.09%
$25.9B
$2.67 Million 0.03% of portfolio
16,065
Q2 2025 Added 32.92%
$31.7B
$2.71 Million 0.03% of portfolio
83,003
Q2 2025 Added 0.82%
$51.7B
$2.39 Million 0.03% of portfolio
9,512
Q2 2025 Added 7.76%
$22.2B
$2.54 Million 0.03% of portfolio
14,195
Q2 2025 Added 9.14%
$89.6B
$2.12 Million 0.03% of portfolio
94,490
Q2 2025 Added 14.38%
$6.97B
$2.69 Million 0.03% of portfolio
127,620
Q2 2025 Reduced 0.8%
$6.81B
$2.55 Million 0.03% of portfolio
20,063
Q2 2025 Reduced 1.3%
$112B
$2.4 Million 0.03% of portfolio
6,267
Q2 2025 Reduced 11.81%
$6.87B
$2.01 Million 0.03% of portfolio
45,401
Q2 2025 Added 6.22%
$25.1B
$1.84 Million 0.02% of portfolio
8,443
Q2 2025 Reduced 14.41%
$25B
$1.77 Million 0.02% of portfolio
9,677
Q2 2025 Reduced 13.46%
$36.2B
$1.49 Million 0.02% of portfolio
4,867
Q2 2025 Added 87.55%
$27.1B
$1.5 Million 0.02% of portfolio
11,354
Q2 2025 Added 0.64%
$35.1B
$1.5 Million 0.02% of portfolio
7,173
Q2 2025 Reduced 11.19%
$4.1B
$1.79 Million 0.02% of portfolio
14,449
Q2 2025 Added 10.23%
$41B
$1.46 Million 0.02% of portfolio
11,497
Q2 2025 Added 7.74%
$21.1B
$1.28 Million 0.02% of portfolio
18,535
Q2 2025 Added 2.18%
$14.4B
$1.82 Million 0.02% of portfolio
21,223
Q2 2025 Added 13.21%
$6.48B
$1.19 Million 0.02% of portfolio
2,728
Q2 2025 Added 19.96%
$21.3B
$1.22 Million 0.02% of portfolio
23,662
Q2 2025 Added 26.07%
$48.2B
$1.5 Million 0.02% of portfolio
8,016
Q2 2025 Added 1.02%
$18.2B
$1.67 Million 0.02% of portfolio
51,367
Q2 2025 Added 15.68%
$30.8B
$1.44 Million 0.02% of portfolio
14,011
Q2 2025 Added 5.68%
$16.7B
$1.94 Million 0.02% of portfolio
11,954
Q2 2025 Reduced 9.25%
$3.91B
$1.23 Million 0.02% of portfolio
9,050
Q2 2025 Added 3.08%
$10.8B
$1.41 Million 0.02% of portfolio
24,806
Q2 2025 Added 8.13%
$7.74B
$1.46 Million 0.02% of portfolio
11,800
Q2 2025 Added 30.4%
$6.41B
$1.29 Million 0.02% of portfolio
13,671
Q2 2025 Added 6.35%
$13.9B
$1.57 Million 0.02% of portfolio
45,739
Q2 2025 Added 42.58%
$7.03B
$1.27 Million 0.02% of portfolio
7,573
Q2 2025 Reduced 9.34%
$23.4B
$1.21 Million 0.02% of portfolio
23,605
Q2 2025 Reduced 8.09%
$15B
$1.9 Million 0.02% of portfolio
26,467
Q2 2025 Added 42.94%
$23.5B
$1.39 Million 0.02% of portfolio
5,907
Q2 2025 Added 40.58%
$26.1B
$1.67 Million 0.02% of portfolio
17,346
Q2 2025 Added 6.5%
$10.1B
$1.61 Million 0.02% of portfolio
42,430
Q2 2025 Reduced 2.62%

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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