Atria Investments LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.56 Billion distributed in 1895 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $189M, Ishares Core S&P 500 ETF with a value of $158M, Unified Ser Tr Oneascent Core with a value of $125M, Nvidia Corp with a value of $116M, and Amazon Com Inc with a value of $111M.
Examining the 13F form we can see an increase of $202M in the current position value, from $7.36B to 7.56B.
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
$7.56 Billion
ETFs: $3.22 Billion
Technology: $1.06 Billion
Financial Services: $654 Million
Healthcare: $541 Million
Consumer Cyclical: $487 Million
Industrials: $475 Million
Communication Services: $302 Million
Consumer Defensive: $253 Million
Other: $503 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
