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Atria Investments, Inc

13F
Atria Investments, Inc
Last update 2025-05-07 1891 Stocks (184 new)
Value $7.80 Bil Turnover 9 %
Countries:
Atria Investments, Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
418,703
157,176.8
-3.13%
2.010
-0.07%
0.010
+31.38%
+19.10%
3,717,015.2
Software
IVV
iShares Core S&P 500 ETF
258,883
145,466.3
-4.47%
1.860
-0.09%
0.030
+19.57%
+7.38%
623,821.9
 
AMZN
Amazon.com Inc
545,904
103,863.7
-3.55%
1.330
-0.06%
0.010
+22.20%
+0.94%
2,350,991.2
Retail - Cyclical
NVDA
NVIDIA Corp
912,729
98,921.5
-3.13%
1.270
-0.05%
0.000
+51.30%
+21.21%
3,968,831.0
Semiconductors
AAPL
Apple Inc
436,904
97,049.4
-7.51%
1.240
-0.11%
0.000
+11.92%
-14.80%
3,178,866.5
Hardware
VOO
Vanguard S&P 500 ETF
166,895
85,768.8
-6.26%
1.100
-0.07%
0.010
+19.69%
+7.46%
656,939.3
 
META
Meta Platforms Inc
127,893
73,712.7
+3.33%
0.940
+0.03%
0.010
+33.18%
+24.37%
1,827,853.1
Interactive Media
VTV
Vanguard Value ETF
418,478
72,287.9
+1.00%
0.930
+0.01%
0.050
+13.14%
+7.28%
133,278.2
 
QQQ
INVESCO QQQ Trust
143,851
67,454.8
New Holding
0.860
+0.86%
0.020
+24.61%
+8.92%
356,692.8
 
V
Visa Inc
190,093
66,619.9
-4.51%
0.850
-0.04%
0.010
+10.14%
+13.32%
697,262.9
Credit Services

Atria Investments, Inc's Historical Top Holdings Breakdowns

Atria Investments, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OACP
OneAscent Core Plus Bond ETF
2025-03-31
Reduce
Reduce
-1.04%
22.23 ($22.63) 22.91
$22.69
0.26%
Reduce -69%
1,670,598
-3,719,206
QQQ
INVESCO QQQ Trust
2025-03-31
New Buy
New Buy
+0.86%
468.34 ($508.07) 539.52
$554.65
9.17%
New holding
143,851
143,851
OALC
OneAscent Large Cap Core ETF
2025-03-31
Reduce
Reduce
-0.57%
28.16 ($29.93) 31.24
$32.74
9.39%
Reduce -64.86%
834,447
-1,540,489
OAIM
OneAscent International Equity ETF
2025-03-31
Reduce
Reduce
-0.56%
31.62 ($33.26) 34.6
$38.62
16.11%
Reduce -54.55%
1,164,755
-1,397,860
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.32%
57.44 ($58.5) 59.4
$59.23
1.24%
Reduce -64.59%
246,601
-449,732
OAEM
OneAscent Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.30%
28.67 ($29.81) 31.21
$32.61
9.38%
Reduce -78.4%
227,293
-824,750
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.25%
243.19 ($264.45) 288.14
$305.75
15.62%
Add 74.5%
156,941
67,004
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Add
Add
+0.21%
25.45 ($25.51) 25.58
$25.45
-0.22%
Add 7267%
656,105
647,199
COR
Cencora Inc
2025-03-31
New Buy
New Buy
+0.20%
224.74 ($251.19) 278.09
$297.43
18.41%
New holding
56,534
56,534
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.20%
96.1 ($101.94) 106.32
$111.72
9.59%
Reduce -47.37%
186,201
-167,586

Atria Investments, Inc Total Holding History ($B)

To

Atria Investments, Inc's Asset Allocation

To

Atria Investments, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Atria Investments, Inc's Hypothetical Growth since 2025-03-31

Atria Investments, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Atria Investments, Inc's Holdings Heat Map

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Atria Investments, Inc's Holdings Bubble Chart

Atria Investments, Inc News

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