Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 1,890
Total Value: 7801542594
Accession Number: 0001535865-25-000009
Form Type: 13F-HR
CIK: 0001535865
Manager Name: Atria Investments, Inc

Data Enrichment

70% identified

1,322 identified568 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,890 positions • $7,801,542.594K total value

1,890 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 21 of 95

Sort by:

XCEL ENERGY INC

XEL|98389B100

63673(-24.6%)

Value:

$4.5B(-21.0%)

69344A834

87782(+2.5%)

Value:

$4.5B(+2.7%)

ROPER TECHNOLOGIES INC

ROP|776696106

7636(-7.0%)

Value:

$4.5B(+5.4%)

NORFOLK SOUTHERN CORP

NSC|655844108

18977(-7.3%)

Value:

$4.5B(-6.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

44547(+0.0%)

Value:

$4.5B(+13.0%)

KINDER MORGAN, INC.

KMI|49456B101

157383(+84.8%)

Value:

$4.5B(+92.5%)

46138E511

396645(-23.0%)

Value:

$4.5B(-25.1%)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

53977(-8.0%)

Value:

$4.4B(-10.4%)

NIKE, Inc.

NKE|654106103

69821(+22.3%)

Value:

$4.4B(+2.6%)

97717Y857

89175(+2.9%)

Value:

$4.4B(+2.8%)

922908553

VNQ|922908553

48813(-4.2%)

Value:

$4.4B(-2.6%)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

324137(-4.4%)

Value:

$4.4B(+11.2%)

921910840

MGV|921910840

34283(-28.5%)

Value:

$4.4B(-26.3%)

WATSCO INC

WSO|942622200

8652(+4.4%)

Value:

$4.4B(+11.9%)

Shell plc

SHEL|780259305

59938(+1.8%)

Value:

$4.4B(+19.1%)

CROWN CASTLE INC.

CCI|22822V101

41896(+12.2%)

Value:

$4.4B(+28.9%)

922907738

43921(+103.0%)

Value:

$4.3B(+101.9%)

BECTON DICKINSON & CO

BDX|075887109

18917(+2.2%)

Value:

$4.3B(+3.2%)

921946885

66399(+64.3%)

Value:

$4.3B(+67.0%)

YUM BRANDS INC

YUM|988498101

26900(+7.9%)

Value:

$4.2B(+26.5%)

Instrument	Shares		Other Manager	Value
Xcel Energy Inc(XELcusip98389B100)	63.7K	QoQ -24.61% (-20.8K) YoY -1.02% (-659)	All Managers (Combined)	$4.5M	QoQ -20.96% (-$1.2M) YoY +30.35% (-$1.0M)
(cusip69344A834)✕	87.8K	QoQ +2.50% (+2.1K) YoY +33.62% (+22.1K)	All Managers (Combined)	$4.5M	QoQ +2.72% (+$119.4K) YoY +34.51% (+$1.2M)
Roper Technologies Inc(ROPcusip776696106)	7.6K	QoQ -7.02% (-577) YoY -37.50% (-4.6K)	All Managers (Combined)	$4.5M	QoQ +5.44% (-$232.7K) YoY -34.30% (-$2.4M)
Norfolk Southern Corp(NSCcusip655844108)	19.0K	QoQ -7.31% (-1.5K) YoY -9.61% (-2.0K)	All Managers (Combined)	$4.5M	QoQ -6.46% (-$310.6K) YoY -16.00% (-$856.3K)
Boston Scientific Corp(BSXcusip101137107)	44.5K	QoQ +0.04% (+18) YoY -0.46% (-207)	All Managers (Combined)	$4.5M	QoQ +12.98% (+$516.6K) YoY +46.61% (-$1.4M)
Kinder Morgan, Inc.(KMIcusip49456B101)	157.4K	QoQ +84.83% (+72.2K) YoY +37.73% (+43.1K)	All Managers (Combined)	$4.5M	QoQ +92.45% (+$2.2M) YoY +114.26% (+$2.4M)
(cusip46138E511)✕	396.6K	QoQ -22.98% (-118.4K) YoY +40.16% (+113.7K)	All Managers (Combined)	$4.5M	QoQ -25.05% (-$1.5M) YoY +32.37% (+$1.1M)
Public Service Enterprise Group Inc(PEGcusip744573106)	54.0K	QoQ -8.03% (-4.7K) YoY +40.85% (+15.7K)	All Managers (Combined)	$4.4M	QoQ -10.41% (-$516.4K) YoY +73.59% (+$1.9M)
Nike, Inc.(NKEcusip654106103)	69.8K	QoQ +22.34% (+12.8K) YoY -44.48% (-56.0K)	All Managers (Combined)	$4.4M	QoQ +2.63% (+$114.0K) YoY -62.56% (-$7.4M)
(cusip97717Y857)✕	89.2K	QoQ +2.90% (+2.5K) YoY +16.00% (+12.3K)	All Managers (Combined)	$4.4M	QoQ +2.78% (+$119.9K) YoY +23.64% (+$846.1K)
(VNQcusip922908553)	48.8K	QoQ -4.19% (-2.1K) YoY -41.10% (-34.1K)	All Managers (Combined)	$4.4M	QoQ -2.62% (-$119.3K) YoY -38.34% (-$2.7M)
Mitsubishi Ufj Financial Group Inc(MUFGcusip606822104)	324.1K	QoQ -4.40% (-14.9K) YoY +24.71% (+64.2K)	All Managers (Combined)	$4.4M	QoQ +11.17% (-$444.0K) YoY +66.49% (+$1.8M)
(MGVcusip921910840)	34.3K	QoQ -28.52% (-13.7K) YoY -23.10% (-10.3K)	All Managers (Combined)	$4.4M	QoQ -26.27% (-$1.6M) YoY -17.09% (-$911.0K)
Watsco Inc(WSOcusip942622200)	8.7K	QoQ +4.36% (+362) YoY +12.49% (+961)	All Managers (Combined)	$4.4M	QoQ +11.95% (+$469.5K) YoY +32.38% (+$1.1M)
Shell Plc(SHELcusip780259305)	59.9K	QoQ +1.79% (+1.1K) YoY -15.25% (-10.8K)	All Managers (Combined)	$4.4M	QoQ +19.06% (+$703.4K) YoY -7.36% (-$349.4K)
Crown Castle Inc.(CCIcusip22822V101)	41.9K	QoQ +12.22% (+4.6K) YoY -42.69% (-31.2K)	All Managers (Combined)	$4.4M	QoQ +28.87% (+$978.4K) YoY -43.56% (-$3.4M)
(cusip922907738)✕	43.9K	QoQ +103.02% (+22.3K) YoY NEW(+43.9K)	All Managers (Combined)	$4.3M	QoQ +101.86% (+$2.2M) YoY NEW(+$4.3M)
Becton Dickinson & Co(BDXcusip075887109)	18.9K	QoQ +2.22% (+412) YoY +2.97% (-547)	All Managers (Combined)	$4.3M	QoQ +3.21% (+$134.9K) YoY -4.67% (-$212.7K)
(cusip921946885)✕	66.4K	QoQ +64.27% (+26.0K) YoY +57.30% (+24.2K)	All Managers (Combined)	$4.3M	QoQ +67.00% (+$1.7M) YoY +58.16% (+$1.6M)
Yum Brands Inc(YUMcusip988498101)	26.9K	QoQ +7.87% (+2.0K) YoY -11.81% (-3.6K)	All Managers (Combined)	$4.2M	QoQ +26.52% (+$887.3K) YoY +0.11% (-$4.9K)