Atria Investments LLC Portfolio Holdings
Atria Investments LLC
- $7.33 Billion
- Q1 2025
Atria Investments LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.33 Billion distributed in 1890 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $157M, Ishares Core S&P 500 ETF with a value of $145M, Amazon Com Inc with a value of $104M, Nvidia Corp with a value of $98.9M, and Apple Inc. with a value of $97M.
Examining the 13F form we can see an decrease of $165M in the current position value, from $7.49B to 7.33B.
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
$7.33 Billion
ETFs: $3.16 Billion
Technology: $930 Million
Financial Services: $701 Million
Healthcare: $502 Million
Consumer Cyclical: $464 Million
Industrials: $444 Million
Communication Services: $310 Million
Consumer Defensive: $264 Million
Other: $482 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,890
- Current Value $7.33 Billion
- Prior Value $7.49 Billion
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 183 stocks
- Additional Purchases 965 stocks
- Sold out of 0 stocks
- Reduced holdings in 739 stocks