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
$1.44 Million 0.02% of portfolio
13,338
Q2 2025 Reduced 34.58%
$0
$1.31 Million 0.02% of portfolio
28,320
Q2 2025 Reduced 52.14%
$0
$1.68 Million 0.02% of portfolio
34,819
Q2 2025 Reduced 3.59%
$0
$1.41 Million 0.02% of portfolio
2,488
Q2 2025 Added 12.12%
$0
$1.26 Million 0.02% of portfolio
9,407
Q2 2025 Reduced 29.53%
$0
$1.23 Million 0.02% of portfolio
12,221
Q2 2025 Reduced 13.14%
$0
$1.78 Million 0.02% of portfolio
21,715
Q2 2025 Added 0.04%
$0
$1.45 Million 0.02% of portfolio
56,811
Q2 2025 Added 16.19%
$0
$1.34 Million 0.02% of portfolio
24,173
Q2 2025 Added 6.39%
$0
$1.59 Million 0.02% of portfolio
25,414
Q2 2025 Reduced 61.73%
$0
$1.94 Million 0.02% of portfolio
57,326
Q2 2025 New
$0
$1.36 Million 0.02% of portfolio
17,133
Q2 2025 Added 208.04%
$0
$1.94 Million 0.02% of portfolio
56,476
Q2 2025 Added 10.41%
$0
$1.91 Million 0.02% of portfolio
8,854
Q2 2025 Reduced 30.92%
$0
$1.2 Million 0.02% of portfolio
49,844
Q2 2025 Added 17.13%
$0
$1.38 Million 0.02% of portfolio
4,073
Q2 2025 Added 0.89%
$0
$1.61 Million 0.02% of portfolio
30,977
Q2 2025 Reduced 5.17%
$0
$1.46 Million 0.02% of portfolio
13,225
Q2 2025 Added 67.57%
$0
$1.32 Million 0.02% of portfolio
6,867
Q2 2025 Reduced 61.86%
$0
$1.77 Million 0.02% of portfolio
34,595
Q2 2025 Added 17.45%
$0
$1.81 Million 0.02% of portfolio
21,321
Q2 2025 Reduced 51.27%
$0
$1.95 Million 0.02% of portfolio
43,000
Q2 2025 Added 5.78%
$0
$1.23 Million 0.02% of portfolio
24,249
Q2 2025 Added 33.5%
$0
$1.28 Million 0.02% of portfolio
7,545
Q2 2025 Reduced 25.86%
$0
$1.39 Million 0.02% of portfolio
24,814
Q2 2025 Reduced 0.97%
$0
$1.43 Million 0.02% of portfolio
28,438
Q2 2025 Reduced 44.31%
$0
$1.85 Million 0.02% of portfolio
36,484
Q2 2025 Reduced 12.68%
$0
$1.23 Million 0.02% of portfolio
23,015
Q2 2025 Reduced 30.54%
$0
$1.75 Million 0.02% of portfolio
18,021
Q2 2025 Reduced 4.18%
$0
$1.31 Million 0.02% of portfolio
30,424
Q2 2025 Added 13.45%
$0
$1.85 Million 0.02% of portfolio
48,746
Q2 2025 Added 70.17%
$0
$1.54 Million 0.02% of portfolio
24,310
Q2 2025 Reduced 90.54%
$0
$1.25 Million 0.02% of portfolio
29,859
Q2 2025 Reduced 15.6%
$0
$1.23 Million 0.02% of portfolio
18,584
Q2 2025 Reduced 0.23%
$0
$1.57 Million 0.02% of portfolio
41,396
Q2 2025 Reduced 77.5%
$4.64B
$1.24 Million 0.02% of portfolio
39,218
Q2 2025 Reduced 6.39%
$0
$1.22 Million 0.02% of portfolio
41,517
Q2 2025 Reduced 7.73%
$3.43B
$1.47 Million 0.02% of portfolio
67,522
Q2 2025 Added 17.99%
$0
$1.58 Million 0.02% of portfolio
64,815
Q2 2025 Reduced 6.54%
$0
$1.68 Million 0.02% of portfolio
85,396
Q2 2025 Reduced 17.09%
$0
$1.71 Million 0.02% of portfolio
45,362
Q2 2025 Added 7.92%
$0
$1.73 Million 0.02% of portfolio
11,927
Q2 2025 Reduced 8.82%
$0
$1.48 Million 0.02% of portfolio
16,400
Q2 2025 Reduced 40.56%
$0
$1.42 Million 0.02% of portfolio
17,448
Q2 2025 Reduced 60.12%
$0
$1.09 Million 0.01% of portfolio
15,955
Q2 2025 Reduced 61.19%
$0
$458,000 0.01% of portfolio
18,877
Q2 2025 Reduced 14.14%
$0
$873,000 0.01% of portfolio
8,765
Q2 2025 Reduced 1.73%
$0
$1.01 Million 0.01% of portfolio
44,643
Q2 2025 Reduced 61.18%
$0
$636,000 0.01% of portfolio
15,094
Q2 2025 Added 62.02%

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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