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
$1.59 Million 0.02% of portfolio
25,414
Q2 2025 Reduced 61.73%
$0
$1.94 Million 0.02% of portfolio
57,326
Q2 2025 New
$24.4B
$1.7 Million 0.02% of portfolio
7,061
Q2 2025 Reduced 5.92%
$4.49B
$1.49 Million 0.02% of portfolio
23,874
Q2 2025 Reduced 2.15%
$6.76B
$1.2 Million 0.02% of portfolio
9,980
Q2 2025 Added 7.28%
$32.1B
$1.91 Million 0.02% of portfolio
13,214
Q2 2025 Added 18.43%
$3.25B
$1.36 Million 0.02% of portfolio
16,988
Q2 2025 Added 14.77%
$42.5B
$1.49 Million 0.02% of portfolio
8,255
Q2 2025 Reduced 0.07%
$0
$1.36 Million 0.02% of portfolio
17,133
Q2 2025 Added 208.04%
$23.7B
$1.41 Million 0.02% of portfolio
20,925
Q2 2025 Reduced 3.84%
$0
$1.94 Million 0.02% of portfolio
56,476
Q2 2025 Added 10.41%
$0
$1.91 Million 0.02% of portfolio
8,854
Q2 2025 Reduced 30.92%
$3.97B
$1.89 Million 0.02% of portfolio
5,941
Q2 2025 Added 0.08%
$14.8B
$1.71 Million 0.02% of portfolio
31,531
Q2 2025 Reduced 1.19%
$8.01B
$1.49 Million 0.02% of portfolio
11,596
Q2 2025 Reduced 25.92%
$0
$1.2 Million 0.02% of portfolio
49,844
Q2 2025 Added 17.13%
$33.9B
$1.22 Million 0.02% of portfolio
16,423
Q2 2025 Reduced 22.34%
$9.05B
$1.38 Million 0.02% of portfolio
21,023
Q2 2025 Reduced 23.13%
$0
$1.38 Million 0.02% of portfolio
4,073
Q2 2025 Added 0.89%
$5.53B
$1.66 Million 0.02% of portfolio
15,773
Q2 2025 Added 1.93%
$113B
$1.53 Million 0.02% of portfolio
45,469
Q2 2025 Added 11.07%
$0
$1.46 Million 0.02% of portfolio
30,311
Q2 2025 Added 89.99%
$0
$1.61 Million 0.02% of portfolio
30,977
Q2 2025 Reduced 5.17%
$4.85B
$1.71 Million 0.02% of portfolio
16,129
Q2 2025 Added 5.46%
$0
$1.46 Million 0.02% of portfolio
13,225
Q2 2025 Added 67.57%
$3.63B
$1.74 Million 0.02% of portfolio
23,248
Q2 2025 Reduced 0.95%
$4.49B
$1.7 Million 0.02% of portfolio
30,700
Q2 2025 New
$14.2B
$1.59 Million 0.02% of portfolio
9,041
Q2 2025 Reduced 11.96%
$16.5B
$1.69 Million 0.02% of portfolio
16,810
Q2 2025 Added 75.27%
$0
$1.32 Million 0.02% of portfolio
6,867
Q2 2025 Reduced 61.86%
$49.3B
$1.54 Million 0.02% of portfolio
46,542
Q2 2025 Added 8.09%
$80.9B
$1.78 Million 0.02% of portfolio
95,538
Q2 2025 Reduced 17.26%
$0
$1.77 Million 0.02% of portfolio
34,595
Q2 2025 Added 17.45%
$61.9B
$1.59 Million 0.02% of portfolio
15,070
Q2 2025 Reduced 0.53%
$12.1B
$1.81 Million 0.02% of portfolio
17,393
Q2 2025 Reduced 10.02%
$24.2B
$1.3 Million 0.02% of portfolio
35,490
Q2 2025 Reduced 15.74%
$0
$1.81 Million 0.02% of portfolio
21,321
Q2 2025 Reduced 51.27%
$10.7B
$1.9 Million 0.02% of portfolio
7,886
Q2 2025 Added 6.12%
$15.9B
$1.84 Million 0.02% of portfolio
11,202
Q2 2025 Added 10.68%
$124B
$1.91 Million 0.02% of portfolio
27,822
Q2 2025 Reduced 19.39%
$17.8B
$1.48 Million 0.02% of portfolio
6,769
Q2 2025 Reduced 6.51%
$0
$1.95 Million 0.02% of portfolio
43,000
Q2 2025 Added 5.78%
$16.5B
$1.25 Million 0.02% of portfolio
10,030
Q2 2025 Added 53.76%
$0
$1.96 Million 0.02% of portfolio
89,253
Q2 2025 Reduced 0.87%
$0
$1.23 Million 0.02% of portfolio
24,249
Q2 2025 Added 33.5%
$0
$1.28 Million 0.02% of portfolio
7,545
Q2 2025 Reduced 25.86%
$13.6B
$1.25 Million 0.02% of portfolio
4,893
Q2 2025 Reduced 46.5%
$0
$1.39 Million 0.02% of portfolio
24,814
Q2 2025 Reduced 0.97%
$7.45B
$1.81 Million 0.02% of portfolio
7,371
Q2 2025 Added 0.42%

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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