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
$10B
$1.54 Million 0.02% of portfolio
14,012
Q2 2025 Added 5.55%
$5.69B
$1.79 Million 0.02% of portfolio
11,108
Q2 2025 Added 5.76%
$4.97B
$1.83 Million 0.02% of portfolio
34,539
Q2 2025 Added 0.37%
$25.6B
$1.77 Million 0.02% of portfolio
240
Q2 2025 Added 8.11%
$11.1B
$1.34 Million 0.02% of portfolio
7,034
Q2 2025 Added 39.43%
$10.4B
$1.49 Million 0.02% of portfolio
5,005
Q2 2025 Reduced 6.97%
$57.3B
$1.62 Million 0.02% of portfolio
8,282
Q2 2025 New
$25.7B
$1.67 Million 0.02% of portfolio
3,118
Q2 2025 Added 7.81%
$17B
$1.34 Million 0.02% of portfolio
33,303
Q2 2025 Added 27.07%
$29B
$1.91 Million 0.02% of portfolio
46,428
Q2 2025 Reduced 0.92%
$4.73B
$1.29 Million 0.02% of portfolio
6,714
Q2 2025 Added 10.92%
$7.76B
$1.57 Million 0.02% of portfolio
9,098
Q2 2025 Reduced 8.65%
$37.5B
$1.53 Million 0.02% of portfolio
31,152
Q2 2025 Added 51.62%
$7.61B
$1.38 Million 0.02% of portfolio
18,524
Q2 2025 Reduced 27.97%
$27.9B
$1.96 Million 0.02% of portfolio
6,792
Q2 2025 Added 13.75%
$28.1B
$1.39 Million 0.02% of portfolio
13,205
Q2 2025 Reduced 13.94%
$47.6B
$1.38 Million 0.02% of portfolio
17,616
Q2 2025 Reduced 9.15%
$4.43B
$1.66 Million 0.02% of portfolio
38,030
Q2 2025 Added 13.22%
$38.7B
$1.55 Million 0.02% of portfolio
6,368
Q2 2025 Added 67.76%
$17B
$1.38 Million 0.02% of portfolio
21,221
Q2 2025 Reduced 7.71%
$10.2B
$1.21 Million 0.02% of portfolio
22,227
Q2 2025 Reduced 9.29%
$6.65B
$1.21 Million 0.02% of portfolio
17,743
Q2 2025 Added 6.93%
$6.49B
$1.4 Million 0.02% of portfolio
47,253
Q2 2025 Reduced 13.98%
$31.6B
$1.5 Million 0.02% of portfolio
18,041
Q2 2025 Reduced 0.36%
$2.3B
$1.3 Million 0.02% of portfolio
28,618
Q2 2025 Added 10.16%
$17B
$1.55 Million 0.02% of portfolio
3,816
Q2 2025 Added 9.0%
$7.21B
$1.6 Million 0.02% of portfolio
6,497
Q2 2025 Reduced 15.78%
$5.93B
$1.23 Million 0.02% of portfolio
9,287
Q2 2025 Reduced 7.11%
$4.66B
$1.75 Million 0.02% of portfolio
12,621
Q2 2025 Added 6.9%
$1.56B
$1.51 Million 0.02% of portfolio
14,646
Q2 2025 Added 1.29%
$31B
$1.58 Million 0.02% of portfolio
7,253
Q2 2025 Reduced 5.09%
$9.34B
$1.84 Million 0.02% of portfolio
7,981
Q2 2025 Reduced 1.55%
$52.9B
$1.39 Million 0.02% of portfolio
4,276
Q2 2025 Added 1.71%
$52.6B
$1.55 Million 0.02% of portfolio
21,637
Q2 2025 Reduced 38.37%
$19.3B
$1.92 Million 0.02% of portfolio
3,927
Q2 2025 Reduced 10.65%
$14.4B
$1.37 Million 0.02% of portfolio
13,153
Q2 2025 Reduced 4.27%
$20.5B
$1.58 Million 0.02% of portfolio
43,957
Q2 2025 Added 11.22%
$15.7B
$1.41 Million 0.02% of portfolio
41,047
Q2 2025 Reduced 6.03%
$35.3B
$1.49 Million 0.02% of portfolio
2,708
Q2 2025 Added 3.44%
$49.2B
$1.53 Million 0.02% of portfolio
5,198
Q2 2025 Reduced 0.93%
$24.4B
$1.7 Million 0.02% of portfolio
7,061
Q2 2025 Reduced 5.92%
$4.49B
$1.49 Million 0.02% of portfolio
23,874
Q2 2025 Reduced 2.15%
$6.76B
$1.2 Million 0.02% of portfolio
9,980
Q2 2025 Added 7.28%
$32.1B
$1.91 Million 0.02% of portfolio
13,214
Q2 2025 Added 18.43%
$3.25B
$1.36 Million 0.02% of portfolio
16,988
Q2 2025 Added 14.77%
$42.5B
$1.49 Million 0.02% of portfolio
8,255
Q2 2025 Reduced 0.07%
$23.7B
$1.41 Million 0.02% of portfolio
20,925
Q2 2025 Reduced 3.84%
$3.97B
$1.89 Million 0.02% of portfolio
5,941
Q2 2025 Added 0.08%
$14.8B
$1.71 Million 0.02% of portfolio
31,531
Q2 2025 Reduced 1.19%

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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