Atria Investments, Inc

Investment Portfolio & 13F Holdings Analysis

About

Atria Investments, Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1890 holdings worth $7.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 95

Sort by:

MICROSOFT CORP

MSFT|594918104

418703(-3.1%)

Value:

$157.2B(-13.7%)

464287200

IVV|464287200

258883(-4.5%)

Value:

$145.5B(-8.8%)

AMAZON COM INC

AMZN|023135106

545904(-3.5%)

Value:

$103.9B(-16.4%)

NVIDIA CORP

NVDA|67066G104

912729(-3.1%)

Value:

$98.9B(-21.8%)

Apple Inc.

AAPL|037833100

436904(-7.5%)

Value:

$97.0B(-18.0%)

922908363

VOO|922908363

166895(-6.3%)

Value:

$85.8B(-10.6%)

Meta Platforms, Inc.

META|30303M102

127893(+3.3%)

Value:

$73.7B(+1.7%)

922908744

VTV|922908744

418478(+1.0%)

Value:

$72.3B(+3.0%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

143851

Value:

$67.5B

VISA INC.

V|92826C839

190093(-4.5%)

Value:

$66.6B(+5.9%)

921943858

VEA|921943858

1301180(+7.5%)

Value:

$66.1B(+14.3%)

922908736

VUG|922908736

176042(-2.9%)

Value:

$65.3B(-12.3%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

114425(-17.7%)

Value:

$64.0B(-21.4%)

46434V613

1368657(+13.8%)

Value:

$63.1B(+16.0%)

JPMORGAN CHASE & CO

JPM|46625H100

247679(-6.0%)

Value:

$60.8B(-3.8%)

46432F339

QUAL|46432F339

297176(+18.3%)

Value:

$50.8B(+13.5%)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

115066(-1.3%)

Value:

$48.3B(-2.6%)

Alphabet Inc.

GOOGL|02079K305

308711(-2.1%)

Value:

$47.7B(-20.1%)

464287242

437560(-0.2%)

Value:

$47.6B(+1.6%)

46434G103

IEMG|46434G103

864464(+16.3%)

Value:

$46.7B(+20.2%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	418.7K	QoQ -3.13% (-13.5K) YoY -5.64% (-25.0K)	All Managers (Combined)	$157.2M	QoQ -13.72% (-$25.0M) YoY -15.77% (-$29.4M)
(IVVcusip464287200)	258.9K	QoQ -4.47% (-12.1K) YoY -25.95% (-90.7K)	All Managers (Combined)	$145.5M	QoQ -8.81% (-$14.1M) YoY -20.86% (-$38.3M)
Amazon Com Inc(AMZNcusip023135106)	545.9K	QoQ -3.55% (-20.1K) YoY -11.49% (-70.9K)	All Managers (Combined)	$103.9M	QoQ -16.35% (-$20.3M) YoY -6.66% (-$7.4M)
Nvidia Corp(NVDAcusip67066G104)	912.7K	QoQ -3.12% (-29.5K) YoY +763.01% (+807.0K)	All Managers (Combined)	$98.9M	QoQ -21.81% (-$27.6M) YoY +3.51% (+$3.4M)
Apple Inc.(AAPLcusip037833100)	436.9K	QoQ -7.51% (-35.5K) YoY -11.33% (-55.9K)	All Managers (Combined)	$97.0M	QoQ -17.96% (-$21.2M) YoY +14.86% (-$12.6M)
(VOOcusip922908363)	166.9K	QoQ -6.25% (-11.1K) YoY -12.09% (-23.0K)	All Managers (Combined)	$85.8M	QoQ -10.58% (-$10.2M) YoY -6.01% (-$5.5M)
Meta Platforms, Inc.(METAcusip30303M102)	127.9K	QoQ +3.32% (+4.1K) YoY +3.61% (+4.5K)	All Managers (Combined)	$73.7M	QoQ +1.71% (+$1.2M) YoY +22.98% (+$13.8M)
(VTVcusip922908744)	418.5K	QoQ +1.00% (+4.2K) YoY -6.96% (-31.3K)	All Managers (Combined)	$72.3M	QoQ +3.05% (+$2.1M) YoY -1.32% (-$969.6K)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	143.9K	QoQ NEW(+143.9K) YoY NEW(+143.9K)	All Managers (Combined)	$67.5M	QoQ NEW(+$67.5M) YoY NEW(+$67.5M)
Visa Inc.(Vcusip92826C839)	190.1K	QoQ -4.50% (-9.0K) YoY -3.70% (-7.3K)	All Managers (Combined)	$66.6M	QoQ +5.88% (-$3.7M) YoY +21.00% (-$11.6M)
(VEAcusip921943858)	1.3M	QoQ +7.49% (+90.7K) YoY +2.95% (+37.3K)	All Managers (Combined)	$66.1M	QoQ +14.26% (+$8.3M) YoY +4.30% (+$2.7M)
(VUGcusip922908736)	176.0K	QoQ -2.91% (-5.3K) YoY -10.36% (-20.4K)	All Managers (Combined)	$65.3M	QoQ -12.29% (-$9.1M) YoY -3.42% (-$2.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	114.4K	QoQ -17.68% (-24.6K) YoY -18.40% (-25.8K)	All Managers (Combined)	$64.0M	QoQ -21.43% (-$17.5M) YoY -12.74% (-$9.3M)
(cusip46434V613)✕	1.4M	QoQ +13.82% (+166.2K) YoY -3.26% (-46.2K)	All Managers (Combined)	$63.1M	QoQ +16.03% (+$8.7M) YoY -2.22% (-$1.4M)
Jpmorgan Chase & Co(JPMcusip46625H100)	247.7K	QoQ -5.98% (-15.8K) YoY -7.69% (-20.7K)	All Managers (Combined)	$60.8M	QoQ -3.79% (-$2.4M) YoY +13.05% (-$7.0M)
(QUALcusip46432F339)	297.2K	QoQ +18.28% (+45.9K) YoY +12.08% (+32.1K)	All Managers (Combined)	$50.8M	QoQ +13.50% (+$6.0M) YoY +16.54% (+$7.2M)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	115.1K	QoQ -1.33% (-1.6K) YoY -2.65% (-3.1K)	All Managers (Combined)	$48.3M	QoQ -2.63% (-$1.3M) YoY +2.75% (-$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	308.7K	QoQ -2.13% (-6.7K) YoY -9.96% (-34.2K)	All Managers (Combined)	$47.7M	QoQ -20.05% (-$12.0M) YoY -7.85% (-$4.1M)
(cusip464287242)✕	437.6K	QoQ -0.16% (-727) YoY +617.09% (+376.5K)	All Managers (Combined)	$47.6M	QoQ +1.56% (-$731.8K) YoY +615.57% (+$40.9M)
(IEMGcusip46434G103)	864.5K	QoQ +16.30% (+121.2K) YoY +33.74% (+218.1K)	All Managers (Combined)	$46.7M	QoQ +20.20% (+$7.8M) YoY +39.89% (+$13.3M)