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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$61.1B
$3.15 Million 0.04% of portfolio
39,139
Q2 2025 Added 12.37%
$55B
$3.21 Million 0.04% of portfolio
43,920
Q2 2025 Added 4.15%
$7.06B
$3.47 Million 0.04% of portfolio
60,952
Q2 2025 Reduced 1.44%
$22.4B
$3.17 Million 0.04% of portfolio
33,030
Q2 2025 Added 0.4%
$1.18B
$3.04 Million 0.04% of portfolio
95,434
Q2 2025 New
$91.7B
$3.44 Million 0.04% of portfolio
63,311
Q2 2025 Reduced 12.45%
$6.6B
$3.54 Million 0.04% of portfolio
22,916
Q2 2025 Added 0.14%
$0
$3.01 Million 0.04% of portfolio
61,936
Q2 2025 New
$0
$3.51 Million 0.04% of portfolio
51,651
Q2 2025 Added 20.89%
$8.95B
$2.98 Million 0.04% of portfolio
44,293
Q2 2025 Added 11.52%
$0
$2.85 Million 0.04% of portfolio
46,759
Q2 2025 Added 7.01%
$25.8B
$3.1 Million 0.04% of portfolio
40,878
Q2 2025 Reduced 0.2%
$60.2B
$3.13 Million 0.04% of portfolio
72,249
Q2 2025 Added 4.45%
$9.58B
$3.56 Million 0.04% of portfolio
19,789
Q2 2025 Added 13.5%
$0
$2.89 Million 0.04% of portfolio
56,468
Q2 2025 Added 45.92%
$73.8B
$2.92 Million 0.04% of portfolio
11,855
Q2 2025 Reduced 7.46%
$43.8B
$3.37 Million 0.04% of portfolio
40,083
Q2 2025 Reduced 25.74%
$8.05B
$3.07 Million 0.04% of portfolio
84,048
Q2 2025 Added 0.97%
$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%
$29.1B
$3.01 Million 0.04% of portfolio
2,566
Q2 2025 Reduced 3.64%
$136B
$3.44 Million 0.04% of portfolio
9,833
Q2 2025 Reduced 16.9%
$25.8B
$3.19 Million 0.04% of portfolio
22,921
Q2 2025 Added 20.4%
$63.6B
$3.55 Million 0.04% of portfolio
4,708
Q2 2025 Added 1.01%
$0
$3.56 Million 0.04% of portfolio
67,942
Q2 2025 Reduced 60.53%
$9.88B
$3.46 Million 0.04% of portfolio
12,650
Q2 2025 Added 27.65%
$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%
$155B
$3.45 Million 0.04% of portfolio
56,360
Q2 2025 Added 11.87%
$61.8B
$2.96 Million 0.04% of portfolio
13,242
Q2 2025 Added 115.07%
$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%
$27.2B
$3.05 Million 0.04% of portfolio
90,016
Q2 2025 Reduced 0.26%
$0
$2.86 Million 0.04% of portfolio
60,216
Q2 2025 Added 8.5%
$19B
$2.89 Million 0.04% of portfolio
23,838
Q2 2025 Reduced 13.51%
$0
$3.01 Million 0.04% of portfolio
75,947
Q2 2025 Added 1.49%
$36.7B
$2.04 Million 0.03% of portfolio
16,667
Q2 2025 Reduced 44.81%
$0
$2.31 Million 0.03% of portfolio
75,198
Q2 2025 Added 3.3%
$39.5B
$2.17 Million 0.03% of portfolio
2,966
Q2 2025 Added 6.31%
$15.6B
$2.46 Million 0.03% of portfolio
5,457
Q2 2025 Added 12.19%
$0
$2.73 Million 0.03% of portfolio
133,145
Q2 2025 Reduced 0.32%
$45.1B
$2.62 Million 0.03% of portfolio
20,336
Q2 2025 Added 137.38%
$15.2B
$2.24 Million 0.03% of portfolio
18,660
Q2 2025 Reduced 11.64%
$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%
$57.7B
$2.52 Million 0.03% of portfolio
21,156
Q2 2025 Reduced 10.36%
$0
$2.07 Million 0.03% of portfolio
50,066
Q2 2025 Reduced 59.84%

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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