Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31
SEC
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

1,890 positions
Manager:
SEC
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Page 4 of 95
922908611
VBR|922908611
Shares:
112514(-1.3%)
Value:
$21.0B(-7.2%)
46434V621
DGRO|46434V621
Shares:
337512(-4.9%)
Value:
$20.9B(-4.3%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
21716(-4.4%)
Value:
$20.5B(-1.3%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
67044(-5.1%)
Value:
$20.5B(-1.0%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
82183(-0.7%)
Value:
$20.4B(+12.3%)
MCDONALDS CORP
MCD|580135101
Shares:
65192(+3.2%)
Value:
$20.4B(+11.2%)
922908637
VV|922908637
Shares:
79160(-3.7%)
Value:
$20.3B(-8.3%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
83117(-6.3%)
Value:
$20.3B(+7.6%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
483032(+3.5%)
Value:
$20.2B(-1.8%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
321929(+3.4%)
Value:
$19.9B(+7.7%)
025072877
025072877
Shares:
221600(-2.4%)
Value:
$19.3B(-11.8%)
33739Q408
33739Q408
Shares:
319441(-29.1%)
Value:
$19.1B(-29.1%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
122943(+6.9%)
Value:
$18.9B(+6.9%)
464288885
EFG|464288885
Shares:
186201(-47.4%)
Value:
$18.6B(-45.6%)
464287671
IUSG|464287671
Shares:
145851(+0.9%)
Value:
$18.5B(-8.0%)
92203J407
BNDX|92203J407
Shares:
374411(+6.7%)
Value:
$18.3B(+6.2%)
PEPSICO INC
PEP|713448108
Shares:
121199(+19.4%)
Value:
$18.2B(+17.7%)
46432F396
MTUM|46432F396
Shares:
89802(+1.9%)
Value:
$18.2B(-0.4%)
921937835
BND|921937835
Shares:
246868(+12.0%)
Value:
$18.1B(+14.4%)
81369Y605
81369Y605
Shares:
362206(+10.1%)
Value:
$18.0B(+13.5%)