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
$1.43 Million 0.02% of portfolio
28,438
Q2 2025 Reduced 44.31%
$0
$1.85 Million 0.02% of portfolio
36,484
Q2 2025 Reduced 12.68%
$28.6B
$1.78 Million 0.02% of portfolio
130,668
Q2 2025 Added 32.7%
$8.5B
$1.64 Million 0.02% of portfolio
14,841
Q2 2025 Reduced 12.21%
$0
$1.23 Million 0.02% of portfolio
23,015
Q2 2025 Reduced 30.54%
$0
$1.75 Million 0.02% of portfolio
18,021
Q2 2025 Reduced 4.18%
$15.7B
$1.7 Million 0.02% of portfolio
15,478
Q2 2025 Reduced 16.96%
$11.2B
$1.59 Million 0.02% of portfolio
25,718
Q2 2025 Added 16.19%
$0
$1.31 Million 0.02% of portfolio
30,424
Q2 2025 Added 13.45%
$0
$1.85 Million 0.02% of portfolio
48,746
Q2 2025 Added 70.17%
$0
$1.54 Million 0.02% of portfolio
24,310
Q2 2025 Reduced 90.54%
$0
$1.25 Million 0.02% of portfolio
29,859
Q2 2025 Reduced 15.6%
$7.01B
$1.82 Million 0.02% of portfolio
47,512
Q2 2025 Reduced 9.3%
$32.7B
$1.31 Million 0.02% of portfolio
15,091
Q2 2025 Added 41.65%
$3.01B
$1.43 Million 0.02% of portfolio
19,776
Q2 2025 Added 17.58%
$0
$1.23 Million 0.02% of portfolio
18,584
Q2 2025 Reduced 0.23%
$0
$1.57 Million 0.02% of portfolio
41,396
Q2 2025 Reduced 77.5%
$4.64B
$1.24 Million 0.02% of portfolio
39,218
Q2 2025 Reduced 6.39%
$21.8B
$1.64 Million 0.02% of portfolio
51,708
Q2 2025 Reduced 2.96%
$9.01B
$1.45 Million 0.02% of portfolio
20,917
Q2 2025 Reduced 8.67%
$22B
$1.44 Million 0.02% of portfolio
8,014
Q2 2025 Reduced 10.84%
$26.4B
$1.9 Million 0.02% of portfolio
4,051
Q2 2025 Added 14.66%
$0
$1.22 Million 0.02% of portfolio
41,517
Q2 2025 Reduced 7.73%
$12.3B
$1.34 Million 0.02% of portfolio
10,674
Q2 2025 Added 15.28%
$37.5B
$1.69 Million 0.02% of portfolio
12,600
Q2 2025 Added 11.27%
$126B
$1.29 Million 0.02% of portfolio
38,158
Q2 2025 Reduced 32.54%
$6.32B
$1.62 Million 0.02% of portfolio
16,316
Q2 2025 Added 1.56%
$6.66B
$1.44 Million 0.02% of portfolio
78,827
Q2 2025 Added 1.12%
$38.8B
$1.75 Million 0.02% of portfolio
6,719
Q2 2025 Added 0.67%
$8.62B
$1.69 Million 0.02% of portfolio
160,492
Q2 2025 Added 36.22%
$15.3B
$1.91 Million 0.02% of portfolio
20,017
Q2 2025 Reduced 0.91%
$3.43B
$1.47 Million 0.02% of portfolio
67,522
Q2 2025 Added 17.99%
$10B
$1.44 Million 0.02% of portfolio
2,978
Q2 2025 Added 5.16%
$21.5B
$1.96 Million 0.02% of portfolio
6,241
Q2 2025 Reduced 4.03%
$30.2B
$1.21 Million 0.02% of portfolio
20,816
Q2 2025 Added 32.17%
$15.6B
$1.42 Million 0.02% of portfolio
10,338
Q2 2025 Added 33.58%
$31B
$1.79 Million 0.02% of portfolio
20,530
Q2 2025 Added 12.01%
$51.4B
$1.26 Million 0.02% of portfolio
9,908
Q2 2025 Reduced 5.92%
$22B
$1.48 Million 0.02% of portfolio
17,829
Q2 2025 Added 6.38%
$0
$1.58 Million 0.02% of portfolio
64,815
Q2 2025 Reduced 6.54%
$11.3B
$1.5 Million 0.02% of portfolio
18,559
Q2 2025 Reduced 38.29%
$1.87B
$1.66 Million 0.02% of portfolio
18,263
Q2 2025 Added 54.0%
$7.51B
$1.41 Million 0.02% of portfolio
14,818
Q2 2025 New
$6.9B
$1.21 Million 0.02% of portfolio
8,399
Q2 2025 Reduced 7.73%
$44.5B
$1.78 Million 0.02% of portfolio
171,547
Q2 2025 Added 9.5%
$30.3B
$1.96 Million 0.02% of portfolio
34,218
Q2 2025 Reduced 4.2%
$6.21B
$1.93 Million 0.02% of portfolio
53,193
Q2 2025 Added 66.31%
$2.64B
$1.4 Million 0.02% of portfolio
7,461
Q2 2025 Added 12.01%
$0
$1.68 Million 0.02% of portfolio
85,396
Q2 2025 Reduced 17.09%

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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