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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.92 Million 0.04% of portfolio
49,240
Q2 2025 Added 756.05%
$0
$2.96 Million 0.04% of portfolio
115,102
Q2 2025 Reduced 4.19%
$0
$3.07 Million 0.04% of portfolio
28,837
Q2 2025 Added 24.61%
$0
$2.98 Million 0.04% of portfolio
36,007
Q2 2025 Added 42.56%
$0
$3.45 Million 0.04% of portfolio
50,108
Q2 2025 Reduced 4.67%
$0
$2.87 Million 0.04% of portfolio
86,403
Q2 2025 Added 611.55%
$0
$2.84 Million 0.04% of portfolio
69,724
Q2 2025 Added 238.37%
$0
$3.36 Million 0.04% of portfolio
42,769
Q2 2025 Added 6.15%
$0
$3.32 Million 0.04% of portfolio
26,263
Q2 2025 Added 169.5%
$0
$3.25 Million 0.04% of portfolio
39,403
Q2 2025 New
$0
$3.2 Million 0.04% of portfolio
12,894
Q2 2025 Added 1.3%
$0
$3 Million 0.04% of portfolio
127,870
Q2 2025 Added 2.33%
$0
$2.93 Million 0.04% of portfolio
53,823
Q2 2025 Added 36.42%
$0
$2.87 Million 0.04% of portfolio
37,805
Q2 2025 Added 11.26%
$1.18B
$3.04 Million 0.04% of portfolio
95,434
Q2 2025 New
$0
$3.01 Million 0.04% of portfolio
61,936
Q2 2025 New
$0
$2.85 Million 0.04% of portfolio
46,759
Q2 2025 Added 7.01%
$0
$3.21 Million 0.04% of portfolio
13,448
Q2 2025 Added 486.22%
$0
$2.89 Million 0.04% of portfolio
56,468
Q2 2025 Added 45.92%
$0
$2.91 Million 0.04% of portfolio
20,479
Q2 2025 Added 14.09%
$0
$2.8 Million 0.04% of portfolio
14,419
Q2 2025 Reduced 29.24%
$0
$3.56 Million 0.04% of portfolio
67,942
Q2 2025 Reduced 60.53%
$0
$3.47 Million 0.04% of portfolio
101,440
Q2 2025 Reduced 8.11%
$0
$3.23 Million 0.04% of portfolio
76,716
Q2 2025 Added 181.95%
$0
$3.06 Million 0.04% of portfolio
57,835
Q2 2025 Reduced 17.88%
$0
$3.55 Million 0.04% of portfolio
27,574
Q2 2025 Added 71.49%
$0
$2.86 Million 0.04% of portfolio
60,216
Q2 2025 Added 8.5%
$0
$3.01 Million 0.04% of portfolio
75,947
Q2 2025 Added 1.49%
$0
$2.31 Million 0.03% of portfolio
75,198
Q2 2025 Added 3.3%
$0
$2.73 Million 0.03% of portfolio
133,145
Q2 2025 Reduced 0.32%
$0
$2.01 Million 0.03% of portfolio
50,789
Q2 2025 Reduced 19.16%
$0
$2.01 Million 0.03% of portfolio
16,493
Q2 2025 Reduced 4.96%
$0
$2.07 Million 0.03% of portfolio
50,066
Q2 2025 Reduced 59.84%
$0
$2.29 Million 0.03% of portfolio
68,315
Q2 2025 Reduced 4.7%
$0
$2.15 Million 0.03% of portfolio
46,171
Q2 2025 Added 36.35%
$0
$2.09 Million 0.03% of portfolio
10,707
Q2 2025 Reduced 9.25%
$0
$1.98 Million 0.03% of portfolio
52,003
Q2 2025 Added 2.3%
$0
$2.64 Million 0.03% of portfolio
29,691
Q2 2025 Reduced 39.17%
$0
$2.35 Million 0.03% of portfolio
22,561
Q2 2025 Reduced 0.73%
$0
$2.12 Million 0.03% of portfolio
47,155
Q2 2025 New
$0
$2.71 Million 0.03% of portfolio
33,601
Q2 2025 Reduced 24.25%
$0
$2.16 Million 0.03% of portfolio
75,311
Q2 2025 Added 29.89%
$0
$2.56 Million 0.03% of portfolio
24,924
Q2 2025 Added 383.59%
$0
$2.4 Million 0.03% of portfolio
98,313
Q2 2025 Added 975.99%
$0
$2.19 Million 0.03% of portfolio
45,616
Q2 2025 New
$0
$2.4 Million 0.03% of portfolio
52,347
Q2 2025 Reduced 5.33%
$0
$2.33 Million 0.03% of portfolio
21,321
Q2 2025 Added 367.98%
$0
$2.49 Million 0.03% of portfolio
59,957
Q2 2025 Added 38.56%
$0
$2.26 Million 0.03% of portfolio
92,004
Q2 2025 Added 26.49%

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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