HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
407,383 | +29,810 | $194,578 |
| IVV | 407,383 | +29,810 | $194,578 |
| MICROSOFT CORP |
438,625 | +24,954 | $164,892 |
| MSFT | 438,625 | +24,954 | $164,892 |
| UNIFIED SER TR |
5,192,601 | +609,805 | $119,248 |
| OACP | 5,192,601 | +609,805 | $119,248 |
| APPLE INC |
478,773 | +7,450 | $92,163 |
| AAPL | 478,773 | +7,450 | $92,163 |
| AMAZON COM INC |
596,707 | +24,919 | $90,685 |
| AMZN | 596,707 | +24,919 | $90,685 |
| SPDR S&P 500 ETF TR (SPY) |
173,832 | -1,604 | $82,624 |
| SPY | 173,832 | -1,604 | $82,624 |
| UNIFIED SER TR |
2,568,222 | +169,716 | $78,082 |
| OAIM | 2,568,222 | +169,716 | $78,082 |
| VANGUARD INDEX FDS (VTV) |
436,374 | +120,129 | $65,238 |
| VTV | 436,374 | +120,129 | $65,238 |
| VANGUARD INDEX FDS (VOO) |
138,557 | +24,470 | $60,522 |
| VOO | 138,557 | +24,470 | $60,522 |
| VANGUARD INDEX FDS (VUG) |
192,916 | +12,162 | $59,974 |
| VUG | 192,916 | +12,162 | $59,974 |
| VANGUARD TAX MANAGED FDS (VEA) |
1,200,855 | -25,581 | $57,521 |
| VEA | 1,200,855 | -25,581 | $57,521 |
| NVIDIA CORPORATION |
112,675 | +778 | $55,799 |
| NVDA | 112,675 | +778 | $55,799 |
| SPDR SER TR (BIL) |
598,120 | +213,955 | $54,662 |
| BIL | 598,120 | +213,955 | $54,662 |
| UNIFIED SER TR |
2,177,542 | +824,743 | $54,299 |
| OALC | 2,177,542 | +824,743 | $54,299 |
| VISA INC |
187,177 | +6,769 | $48,706 |
| V | 187,177 | +6,769 | $48,706 |
| JPMORGAN CHASE & CO |
276,782 | +5,930 | $47,077 |
| JPM | 276,782 | +5,930 | $47,077 |
| UNIFIED SER TR |
1,599,856 | +721,989 | $46,844 |
| OAEM | 1,599,856 | +721,989 | $46,844 |
| META PLATFORMS INC |
132,071 | +4,388 | $46,748 |
| META | 132,071 | +4,388 | $46,748 |
| ISHARES TR (IUSB) |
1,008,723 | -11,912 | $46,472 |
| IUSB | 1,008,723 | -11,912 | $46,472 |
| ALPHABET INC |
329,684 | +9,556 | $46,109 |
| GOOGL | 329,684 | +9,556 | $46,109 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
121,463 | -1,331 | $45,776 |
| DIA | 121,463 | -1,331 | $45,776 |
| UNITEDHEALTH GROUP INC |
83,968 | +697 | $44,197 |
| UNH | 83,968 | +697 | $44,197 |
| ISHARES TR (IWM) |
205,840 | -63,625 | $41,314 |
| IWM | 205,840 | -63,625 | $41,314 |
| ALPHABET INC |
283,909 | +13,386 | $40,073 |
| GOOG | 283,909 | +13,386 | $40,073 |
| ISHARES TR (QUAL) |
264,329 | +10,379 | $38,893 |
| QUAL | 264,329 | +10,379 | $38,893 |
| ISHARES INC (IEMG) |
767,035 | +213,419 | $38,797 |
| IEMG | 767,035 | +213,419 | $38,797 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
635,478 | -8,282 | $37,697 |
| VGIT | 635,478 | -8,282 | $37,697 |
| VANGUARD INDEX FDS (VBR) |
204,039 | +174,214 | $36,721 |
| VBR | 204,039 | +174,214 | $36,721 |
| ISHARES TR (AGG) |
362,185 | +218,339 | $35,947 |
| AGG | 362,185 | +218,339 | $35,947 |
| MASTERCARD INCORPORATED |
82,088 | +1,908 | $35,006 |
| MA | 82,088 | +1,908 | $35,006 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
574,059 | +12,646 | $34,248 |
| FTSM | 574,059 | +12,646 | $34,248 |
 BERKSHIRE HATHAWAY INC DEL |
$33,649 | ||
| BRK.B | 86,748 | +223 | $30,936 |
| BRK.A | 5 | UNCH | $2,713 |
| ISHARES TR (EFV) |
645,164 | -79,810 | $33,613 |
| EFV | 645,164 | -79,810 | $33,613 |
| ADOBE INC |
56,109 | +1,657 | $33,441 |
| ADBE | 56,109 | +1,657 | $33,441 |
| BROADCOM INC |
29,939 | +295 | $33,420 |
| AVGO | 29,939 | +295 | $33,420 |
| ISHARES TR (IEFA) |
474,057 | +104,386 | $33,350 |
| IEFA | 474,057 | +104,386 | $33,350 |
| ISHARES TR (IUSV) |
394,133 | +290,301 | $33,237 |
| IUSV | 394,133 | +290,301 | $33,237 |
| ISHARES TR (TLT) |
336,034 | +70,931 | $33,227 |
| TLT | 336,034 | +70,931 | $33,227 |
| JOHNSON & JOHNSON |
207,422 | +626 | $32,512 |
| JNJ | 207,422 | +626 | $32,512 |
| CHEVRON CORP NEW |
213,281 | +10,928 | $31,811 |
| CVX | 213,281 | +10,928 | $31,811 |
| VANGUARD ADMIRAL FDS INC (VIOV) |
350,270 | +350,270 | $30,999 |
| VIOV | 350,270 | +350,270 | $30,999 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
660,076 | -64,974 | $30,601 |
| VMBS | 660,076 | -64,974 | $30,601 |
| ISHARES TR (SHYG) |
672,445 | +341,383 | $28,391 |
| SHYG | 672,445 | +341,383 | $28,391 |
| MERCK & CO INC |
254,572 | +9,005 | $27,751 |
| MRK | 254,572 | +9,005 | $27,751 |
| VANGUARD INDEX FDS (VTI) |
114,955 | -10,233 | $27,270 |
| VTI | 114,955 | -10,233 | $27,270 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
1,278,331 | -242,513 | $27,075 |
| BKLN | 1,278,331 | -242,513 | $27,075 |
| ABBVIE INC |
164,895 | +6,663 | $25,545 |
| ABBV | 164,895 | +6,663 | $25,545 |
| ACCENTURE PLC IRELAND |
71,859 | +5,679 | $25,202 |
| ACN | 71,859 | +5,679 | $25,202 |
| SALESFORCE INC |
95,149 | -1,019 | $25,038 |
| CRM | 95,149 | -1,019 | $25,038 |
| NETFLIX INC |
51,036 | -6,312 | $24,849 |
| NFLX | 51,036 | -6,312 | $24,849 |
See Full List: All Stocks Held By Atria Investments Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atria Investments Inc
|
Size ($ in 1000's)
At 12/31/2023: $6,461,929 At 09/30/2023: $5,638,893 Combined Holding Report Includes:
Atria Investments Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atria Investments Inc 13F filings. Link to 13F filings: SEC filings |
