HoldingsChannel.com
Atria Investments LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 469,195 +33,986 $151,015
     SPY469,195+33,986$151,015
INVESCO QQQ TR 545,064 +157,492 $115,886
     QQQ545,064+157,492$115,886
VANGUARD SCOTTSDALE FDS (VGIT) 1,565,463 +497,304 $103,164
     VGIT1,565,463+497,304$103,164
SPDR SERIES TRUST (SPLG) 1,856,375 +62,583 $70,208
     SPLG1,856,375+62,583$70,208
VANGUARD SCOTTSDALE FDS (VMBS) 1,320,243 +110,302 $70,197
     VMBS1,320,243+110,302$70,197
VANGUARD GROUP (VIG) 535,406 -170,973 $66,744
     VIG535,406-170,973$66,744
ISHARES TR (LQD) 467,244 -8,563 $59,789
     LQD467,244-8,563$59,789
GOLDMAN SACHS ETF TR (GIGB) 1,057,834 +55,604 $55,642
     GIGB1,057,834+55,604$55,642
ISHARES TR (IJR) 657,925 +465,055 $55,167
     IJR657,925+465,055$55,167
SPDR SERIES TRUST (JNK) 460,509 +195,052 $50,444
     JNK460,509+195,052$50,444
MICROSOFT CORP 300,243 +99,182 $47,348
     MSFT300,243+99,182$47,348
ISHARES TR (IVV) 141,800 -2,868 $45,836
     IVV141,800-2,868$45,836
ISHARES TR (ITOT) 608,447 -141,272 $44,228
     ITOT608,447-141,272$44,228
ISHARES TR (IEFA) 647,311 +160,593 $42,231
     IEFA647,311+160,593$42,231
ISHARES TR (TLT) 302,698 -79,009 $41,010
     TLT302,698-79,009$41,010
ISHARES TR (USMV) 610,744 -119,986 $40,065
     USMV610,744-119,986$40,065
ISHARES TR (EMB) 332,401 +171,406 $38,080
     EMB332,401+171,406$38,080
APPLE INC 124,516 +5,014 $36,564
     AAPL124,516+5,014$36,564
VANGUARD TAX MANAGED INTL FD (VEA) 622,127 +43,716 $27,411
     VEA622,127+43,716$27,411
INVESCO EXCHNG TRADED FD TR (XSLV) 521,275 -107,525 $26,522
     XSLV521,275-107,525$26,522
VANGUARD INDEX FDS (VUG) 144,510 +52,606 $26,325
     VUG144,510+52,606$26,325
ISHARES INC (IEMG) 468,206 -230,753 $25,171
     IEMG468,206-230,753$25,171
ISHARES TR (HYG) 261,028 +17,742 $22,955
     HYG261,028+17,742$22,955
VISA INC 116,010 +57,141 $21,798
     V116,010+57,141$21,798
CISCO SYS INC 424,896 +217,577 $20,378
     CSCO424,896+217,577$20,378
VANGUARD INDEX FDS (VTV) 168,173 +44,954 $20,156
     VTV168,173+44,954$20,156
AMAZON COM INC 10,724 +4,475 $19,815
     AMZN10,724+4,475$19,815
JOHNSON & JOHNSON 133,946 +53,949 $19,539
     JNJ133,946+53,949$19,539
VANGUARD WHITEHALL FDS INC (VYM) 203,022 -9,301 $19,025
     VYM203,022-9,301$19,025
PROCTER & GAMBLE CO 152,168 +30,713 $19,006
     PG152,168+30,713$19,006
ISHARES TR (GOVT) 711,436 +257,298 $18,455
     GOVT711,436+257,298$18,455
VANGUARD CHARLOTTE FDS (BNDX) 323,546 +31,042 $18,306
     BNDX323,546+31,042$18,306
VANGUARD INDEX FDS (VTI) 111,702 -21,610 $18,277
     VTI111,702-21,610$18,277
VERIZON COMMUNICATIONS INC 287,522 +107,444 $17,654
     VZ287,522+107,444$17,654
VANGUARD BD INDEX FD INC (BND) 210,339 -333,614 $17,639
     BND210,339-333,614$17,639
FACEBOOK INC 84,747 +13,347 $17,394
     FB84,747+13,347$17,394
VANGUARD INTL EQUITY INDEX F (VEU) 317,844 +180,541 $17,084
     VEU317,844+180,541$17,084
SPDR SERIES TRUST (SPYG) 388,710 -18,677 $16,291
     SPYG388,710-18,677$16,291
ISHARES TR (IJH) 79,077 +41,188 $16,276
     IJH79,077+41,188$16,276
VANGUARD INDEX FDS (VOO) 54,088 -159 $15,999
     VOO54,088-159$15,999
ALPHABET INC 11,788 +4,429 $15,788
     GOOGL11,788+4,429$15,788
MASTERCARD INC 51,905 +10,120 $15,498
     MA51,905+10,120$15,498
JPMORGAN CHASE & CO 110,563 +34,448 $15,413
     JPM110,563+34,448$15,413
FIRST TR EXCHANGE TRADED FD (FVC) 548,761 -21,673 $15,162
     FVC548,761-21,673$15,162
GOLDMAN SACHS ETF TR (GSIE) 496,701 -138,529 $15,025
     GSIE496,701-138,529$15,025
MERCK & CO INC 163,254 +69,305 $14,848
     MRK163,254+69,305$14,848
NORTHERN LTS FD TR IV 567,442 +43,985 $14,592
     IBD567,442+43,985$14,592
ISHARES TR (SHY) 169,555 -65,504 $14,349
     SHY169,555-65,504$14,349
CHEVRON CORP NEW 118,658 +17,156 $14,300
     CVX118,658+17,156$14,300
DISNEY WALT CO 98,135 +28,502 $14,193
     DIS98,135+28,502$14,193

See Full List: All Stocks Held By Atria Investments LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Atria Investments LLC

Size ($ in 1000's)
At 12/31/2019: $3,691,111
At 09/30/2019: $2,805,906

Combined Holding Report Includes:
ATRIA INVESTMENTS LLC
FIRST FINANCIAL EQUITY Corp
Compton Wealth Advisory Group LLC
Peak Capital Management LLC
Harwood Advisory Group LLC
WealthBridge Capital Management LLC
Vivaldi Capital Management LLC
CENTAURUS FINANCIAL INC.
Belpointe Asset Management LLC
Ausdal Financial Partners Inc.
Executive Wealth Management LLC
Pinnacle Wealth Planning Services Inc.
BCJ Capital Management LLC
WEALTHSOURCE PARTNERS LLC

Atria Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atria Investments LLC 13F filings. Link to 13F filings: SEC filings

Atria Investments LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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