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
$49.5B
$2.69 Million 0.03% of portfolio
16,865
Q2 2025 Reduced 13.76%
$44.4B
$2.03 Million 0.03% of portfolio
186,792
Q2 2025 Reduced 40.26%
$0
$2.29 Million 0.03% of portfolio
68,315
Q2 2025 Reduced 4.7%
$0
$2.15 Million 0.03% of portfolio
46,171
Q2 2025 Added 36.35%
$0
$2.09 Million 0.03% of portfolio
10,707
Q2 2025 Reduced 9.25%
$17.3B
$2.3 Million 0.03% of portfolio
7,390
Q2 2025 Reduced 10.21%
$29.9B
$2.05 Million 0.03% of portfolio
12,496
Q2 2025 Reduced 6.59%
$0
$1.98 Million 0.03% of portfolio
52,003
Q2 2025 Added 2.3%
$24.1B
$2.44 Million 0.03% of portfolio
16,364
Q2 2025 Added 6.11%
$0
$2.64 Million 0.03% of portfolio
29,691
Q2 2025 Reduced 39.17%
$0
$2.35 Million 0.03% of portfolio
22,561
Q2 2025 Reduced 0.73%
$48.7B
$2.29 Million 0.03% of portfolio
13,132
Q2 2025 Added 15.12%
$0
$2.12 Million 0.03% of portfolio
47,155
Q2 2025 New
$7.79B
$2.02 Million 0.03% of portfolio
28,571
Q2 2025 Reduced 3.85%
$3.74B
$2.02 Million 0.03% of portfolio
124,669
Q2 2025 Added 0.28%
$0
$2.71 Million 0.03% of portfolio
33,601
Q2 2025 Reduced 24.25%
$33.2B
$2.51 Million 0.03% of portfolio
14,494
Q2 2025 Added 5.91%
$17.3B
$2.67 Million 0.03% of portfolio
35,184
Q2 2025 Added 1.09%
$12.1B
$2.1 Million 0.03% of portfolio
69,231
Q2 2025 Added 3.79%
$0
$2.16 Million 0.03% of portfolio
75,311
Q2 2025 Added 29.89%
$8.25B
$2.03 Million 0.03% of portfolio
8,304
Q2 2025 Added 55.27%
$55.9B
$2.22 Million 0.03% of portfolio
11,009
Q2 2025 Reduced 38.64%
$0
$2.56 Million 0.03% of portfolio
24,924
Q2 2025 Added 383.59%
$50.7B
$2.04 Million 0.03% of portfolio
41,914
Q2 2025 Reduced 0.98%
$0
$2.4 Million 0.03% of portfolio
98,313
Q2 2025 Added 975.99%
$0
$2.19 Million 0.03% of portfolio
45,616
Q2 2025 New
$56.9B
$2.37 Million 0.03% of portfolio
74,226
Q2 2025 Added 6.9%
$111B
$2.37 Million 0.03% of portfolio
153,884
Q2 2025 Added 23.11%
$0
$2.4 Million 0.03% of portfolio
52,347
Q2 2025 Reduced 5.33%
$0
$2.33 Million 0.03% of portfolio
21,321
Q2 2025 Added 367.98%
$0
$2.49 Million 0.03% of portfolio
59,957
Q2 2025 Added 38.56%
$7.83B
$2.35 Million 0.03% of portfolio
22,395
Q2 2025 Added 183.62%
$7.92B
$2.03 Million 0.03% of portfolio
7,424
Q2 2025 Added 6.64%
$27.4B
$2.47 Million 0.03% of portfolio
15,168
Q2 2025 Reduced 22.23%
$65.4B
$2.7 Million 0.03% of portfolio
25,564
Q2 2025 Reduced 16.94%
$6.6B
$2.07 Million 0.03% of portfolio
4,259
Q2 2025 Added 0.59%
$0
$2.26 Million 0.03% of portfolio
92,004
Q2 2025 Added 26.49%
$12.5B
$2.41 Million 0.03% of portfolio
12,138
Q2 2025 Reduced 15.24%
$0
$2.74 Million 0.03% of portfolio
33,090
Q2 2025 Reduced 13.27%
$32.2B
$2.27 Million 0.03% of portfolio
28,483
Q2 2025 Added 16.23%
$10.2B
$2.02 Million 0.03% of portfolio
16,623
Q2 2025 Added 67.45%
$81.5B
$2.13 Million 0.03% of portfolio
4,340
Q2 2025 Reduced 22.08%
$0
$2.09 Million 0.03% of portfolio
15,375
Q2 2025 Added 18.33%
$26.1B
$2.2 Million 0.03% of portfolio
10,801
Q2 2025 Added 27.18%
$0
$2.68 Million 0.03% of portfolio
159,901
Q2 2025 Added 5.38%
$40.9B
$2.67 Million 0.03% of portfolio
35,308
Q2 2025 Added 7.38%
$19.1B
$2.46 Million 0.03% of portfolio
96,976
Q2 2025 Added 5.22%
$36B
$2.52 Million 0.03% of portfolio
36,709
Q2 2025 Added 26.25%
$139B
$2.49 Million 0.03% of portfolio
20,238
Q2 2025 Reduced 8.27%

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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