Atria Investments LLC Portfolio Holdings
Atria Investments LLC
- $8.14 Billion
- Q3 2025
Atria Investments LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.14 Billion distributed in 2003 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $221M, Nvidia Corp with a value of $187M, Ishares Core S&P 500 ETF with a value of $148M, Amazon Com Inc with a value of $114M, and Apple Inc. with a value of $105M.
Examining the 13F form we can see an increase of $218M in the current position value, from $7.93B to 8.14B.
Atria Investments LLC is based out at Charlotte, NC
Below you can find more details about Atria Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.14 Billion
ETFs: $3.51 Billion
Technology: $1.26 Billion
Financial Services: $701 Million
Consumer Cyclical: $511 Million
Industrials: $493 Million
Healthcare: $475 Million
Communication Services: $396 Million
Consumer Defensive: $233 Million
Other: $501 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,003
- Current Value $8.14 Billion
- Prior Value $7.93 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 194 stocks
- Additional Purchases 795 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,011 stocks