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 Market Cap. of $50 Millions to $300 Millions
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