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
$2.48 Million 0.03% of portfolio
18,749
Q2 2025 Reduced 14.97%
$6.97B
$2.69 Million 0.03% of portfolio
127,620
Q2 2025 Reduced 0.8%
$0
$2.07 Million 0.03% of portfolio
41,395
Q2 2025 New
$6.81B
$2.55 Million 0.03% of portfolio
20,063
Q2 2025 Reduced 1.3%
$112B
$2.4 Million 0.03% of portfolio
6,267
Q2 2025 Reduced 11.81%
$6.87B
$2.01 Million 0.03% of portfolio
45,401
Q2 2025 Added 6.22%
$0
$2.21 Million 0.03% of portfolio
99,009
Q2 2025 Added 0.22%
$0
$2.63 Million 0.03% of portfolio
134,922
Q2 2025 Reduced 0.65%
$25.1B
$1.84 Million 0.02% of portfolio
8,443
Q2 2025 Reduced 14.41%
$25B
$1.77 Million 0.02% of portfolio
9,677
Q2 2025 Reduced 13.46%
$0
$1.45 Million 0.02% of portfolio
38,767
Q2 2025 Added 423.17%
$0
$1.63 Million 0.02% of portfolio
6,043
Q2 2025 Added 4.68%
$0
$1.87 Million 0.02% of portfolio
24,832
Q2 2025 Added 1.98%
$36.2B
$1.49 Million 0.02% of portfolio
4,867
Q2 2025 Added 87.55%
$27.1B
$1.5 Million 0.02% of portfolio
11,354
Q2 2025 Added 0.64%
$0
$1.2 Million 0.02% of portfolio
25,107
Q2 2025 Added 2.77%
$4.1B
$1.79 Million 0.02% of portfolio
14,449
Q2 2025 Added 10.23%
$41B
$1.46 Million 0.02% of portfolio
11,497
Q2 2025 Added 7.74%
$21.1B
$1.28 Million 0.02% of portfolio
18,535
Q2 2025 Added 2.18%
$0
$1.24 Million 0.02% of portfolio
11,051
Q2 2025 Reduced 9.51%
$14.4B
$1.82 Million 0.02% of portfolio
21,223
Q2 2025 Added 13.21%
$6.48B
$1.19 Million 0.02% of portfolio
2,728
Q2 2025 Added 19.96%
$21.3B
$1.22 Million 0.02% of portfolio
23,662
Q2 2025 Added 26.07%
$48.2B
$1.5 Million 0.02% of portfolio
8,016
Q2 2025 Added 1.02%
$18.2B
$1.67 Million 0.02% of portfolio
51,367
Q2 2025 Added 15.68%
$30.8B
$1.44 Million 0.02% of portfolio
14,011
Q2 2025 Added 5.68%
$16.7B
$1.94 Million 0.02% of portfolio
11,954
Q2 2025 Reduced 9.25%
$3.91B
$1.23 Million 0.02% of portfolio
9,050
Q2 2025 Added 3.08%
$10.8B
$1.41 Million 0.02% of portfolio
24,806
Q2 2025 Added 8.13%
$7.74B
$1.46 Million 0.02% of portfolio
11,800
Q2 2025 Added 30.4%
$6.41B
$1.29 Million 0.02% of portfolio
13,671
Q2 2025 Added 6.35%
$0
$1.23 Million 0.02% of portfolio
94,038
Q2 2025 Added 60.32%
$13.9B
$1.57 Million 0.02% of portfolio
45,739
Q2 2025 Added 42.58%
$7.03B
$1.27 Million 0.02% of portfolio
7,573
Q2 2025 Reduced 9.34%
$23.4B
$1.21 Million 0.02% of portfolio
23,605
Q2 2025 Reduced 8.09%
$0
$1.38 Million 0.02% of portfolio
105,285
Q2 2025 New
$0
$1.51 Million 0.02% of portfolio
38,035
Q2 2025 Reduced 78.51%
$15B
$1.9 Million 0.02% of portfolio
26,467
Q2 2025 Added 42.94%
$23.5B
$1.39 Million 0.02% of portfolio
5,907
Q2 2025 Added 40.58%
$26.1B
$1.67 Million 0.02% of portfolio
17,346
Q2 2025 Added 6.5%
$0
$1.68 Million 0.02% of portfolio
38,883
Q2 2025 Reduced 42.78%
$10.1B
$1.61 Million 0.02% of portfolio
42,430
Q2 2025 Reduced 2.62%
$0
$1.28 Million 0.02% of portfolio
12,728
Q2 2025 Reduced 79.03%
$10B
$1.54 Million 0.02% of portfolio
14,012
Q2 2025 Added 5.55%
$5.69B
$1.79 Million 0.02% of portfolio
11,108
Q2 2025 Added 5.76%
$4.97B
$1.83 Million 0.02% of portfolio
34,539
Q2 2025 Added 0.37%
$0
$1.47 Million 0.02% of portfolio
15,107
Q2 2025 Added 18.02%
$25.6B
$1.77 Million 0.02% of portfolio
240
Q2 2025 Added 8.11%
$0
$1.46 Million 0.02% of portfolio
63,534
Q2 2025 Reduced 65.96%

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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