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
$2.74 Million 0.03% of portfolio
33,090
Q2 2025 Reduced 13.27%
$0
$2.09 Million 0.03% of portfolio
15,375
Q2 2025 Added 18.33%
$0
$2.68 Million 0.03% of portfolio
159,901
Q2 2025 Added 5.38%
$0
$2.51 Million 0.03% of portfolio
108,004
Q2 2025 Reduced 0.28%
$0
$2.21 Million 0.03% of portfolio
48,626
Q2 2025 Added 3.56%
$0
$2.75 Million 0.03% of portfolio
41,973
Q2 2025 Added 36.47%
$0
$2.44 Million 0.03% of portfolio
57,206
Q2 2025 Reduced 29.39%
$0
$2.13 Million 0.03% of portfolio
51,446
Q2 2025 Added 184.72%
$0
$2.02 Million 0.03% of portfolio
39,702
Q2 2025 Added 18.29%
$0
$2.53 Million 0.03% of portfolio
111,243
Q2 2025 Reduced 14.87%
$0
$2.16 Million 0.03% of portfolio
73,898
Q2 2025 Reduced 30.83%
$0
$2.35 Million 0.03% of portfolio
104,496
Q2 2025 Added 3.38%
$0
$2.76 Million 0.03% of portfolio
133,652
Q2 2025 Reduced 60.24%
$0
$2.43 Million 0.03% of portfolio
56,233
Q2 2025 Reduced 92.63%
$0
$2.63 Million 0.03% of portfolio
53,759
Q2 2025 Reduced 54.77%
$0
$2.11 Million 0.03% of portfolio
19,580
Q2 2025 Added 579.39%
$0
$2.09 Million 0.03% of portfolio
97,093
Q2 2025 Reduced 76.57%
$0
$2.01 Million 0.03% of portfolio
69,258
Q2 2025 Added 2.87%
$0
$2.5 Million 0.03% of portfolio
60,469
Q2 2025 Added 7.41%
$0
$2.43 Million 0.03% of portfolio
26,399
Q2 2025 Added 12.13%
$0
$2.34 Million 0.03% of portfolio
102,247
Q2 2025 Added 3.52%
$0
$2.24 Million 0.03% of portfolio
50,039
Q2 2025 New
$0
$2.5 Million 0.03% of portfolio
20,702
Q2 2025 Added 34.63%
$0
$2.5 Million 0.03% of portfolio
49,961
Q2 2025 Added 597.49%
$0
$1.99 Million 0.03% of portfolio
38,303
Q2 2025 Reduced 76.1%
$0
$2.24 Million 0.03% of portfolio
35,623
Q2 2025 Added 13.72%
$0
$2.68 Million 0.03% of portfolio
121,092
Q2 2025 Reduced 13.15%
$0
$2.56 Million 0.03% of portfolio
109,392
Q2 2025 Added 3.18%
$0
$2.74 Million 0.03% of portfolio
55,032
Q2 2025 Reduced 52.33%
$0
$2.48 Million 0.03% of portfolio
18,749
Q2 2025 Reduced 14.97%
$0
$2.07 Million 0.03% of portfolio
41,395
Q2 2025 New
$0
$2.21 Million 0.03% of portfolio
99,009
Q2 2025 Added 0.22%
$0
$2.63 Million 0.03% of portfolio
134,922
Q2 2025 Reduced 0.65%
$0
$1.45 Million 0.02% of portfolio
38,767
Q2 2025 Added 423.17%
$0
$1.63 Million 0.02% of portfolio
6,043
Q2 2025 Added 4.68%
$0
$1.87 Million 0.02% of portfolio
24,832
Q2 2025 Added 1.98%
$0
$1.2 Million 0.02% of portfolio
25,107
Q2 2025 Added 2.77%
$0
$1.24 Million 0.02% of portfolio
11,051
Q2 2025 Reduced 9.51%
$0
$1.23 Million 0.02% of portfolio
94,038
Q2 2025 Added 60.32%
$0
$1.38 Million 0.02% of portfolio
105,285
Q2 2025 New
$0
$1.51 Million 0.02% of portfolio
38,035
Q2 2025 Reduced 78.51%
$0
$1.68 Million 0.02% of portfolio
38,883
Q2 2025 Reduced 42.78%
$0
$1.28 Million 0.02% of portfolio
12,728
Q2 2025 Reduced 79.03%
$0
$1.47 Million 0.02% of portfolio
15,107
Q2 2025 Added 18.02%
$0
$1.46 Million 0.02% of portfolio
63,534
Q2 2025 Reduced 65.96%
$0
$1.37 Million 0.02% of portfolio
9,253
Q2 2025 Reduced 9.83%
$0
$1.58 Million 0.02% of portfolio
26,738
Q2 2025 Added 25.99%
$0
$1.3 Million 0.02% of portfolio
75,737
Q2 2025 Added 29.31%
$0
$1.21 Million 0.02% of portfolio
6,646
Q2 2025 Added 73.21%

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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