ATRIA INVESTMENTS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI ATRIA INVESTMENTS LLC | Institutional Filer | ▲ 1.57% | $8.94B | 2028 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2028)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 966K | $168.4M | 1.88% |
| 2 | IVV | ISHARES TR | — | 247K | $161.1M | 1.80% |
| 3 | VOO | VANGUARD INDEX FDS | — | 258K | $153.9M | 1.72% |
| 4 | MSFT | Microsoft Corporation | Technology | 379K | $140.3M | 1.57% |
| 5 | GLD | SPDR GOLD TR | — | 268K | $115.4M | 1.29% |
| 6 | BIL | SPDR SERIES TRUST | — | 1.3M | $115.1M | 1.29% |
| 7 | AAPL | Apple Inc. | Technology | 424K | $107.5M | 1.20% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 444K | $92.4M | 1.03% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1.5M | $89.0M | 1.00% |
| 10 | IEMG | ISHARES INC | — | 1.3M | $89.0M | 1.00% |
| 11 | QQQ | Invesco QQQ Trust | — | 150K | $86.5M | 0.97% |
| 12 | MINT | PIMCO ETF TR | — | 853K | $85.8M | 0.96% |
| 13 | GOOGL | Alphabet Inc. | Technology | 289K | $83.1M | 0.93% |
| 14 | VUG | VANGUARD INDEX FDS | — | 189K | $82.4M | 0.92% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 118K | $77.0M | 0.86% |
Showing 1 to 15 of 1000 holdings