HoldingsChannel.com
Atria Investments LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 365,565 +111,309 $105,294
     SPY365,565+111,309$105,294
VANGUARD GROUP (VIG) 634,617 +172,770 $73,546
     VIG634,617+172,770$73,546
SIGNET JEWELERS LIMITED 254,256 +254,256 $71,822
     SIG254,256+254,256$71,822
INVESCO QQQ TR 385,032 +249,107 $71,404
     QQQ385,032+249,107$71,404
VANGUARD SCOTTSDALE FDS (VGIT) 1,048,044 +781,742 $70,083
     VGIT1,048,044+781,742$70,083
ISHARES TR (LQD) 491,103 -17,158 $62,341
     LQD491,103-17,158$62,341
VANGUARD SCOTTSDALE FDS (VMBS) 1,176,473 +681,996 $62,306
     VMBS1,176,473+681,996$62,306
SPDR SERIES TRUST (SPLG) 1,792,278 +529,529 $60,776
     SPLG1,792,278+529,529$60,776
ISHARES TR (TLT) 373,978 +142,796 $54,160
     TLT373,978+142,796$54,160
ISHARES TR (ITOT) 790,362 +18,685 $51,587
     ITOT790,362+18,685$51,587
GOLDMAN SACHS ETF TR (GIGB) 960,343 +960,343 $50,245
     GIGB960,343+960,343$50,245
IRADIMED CORP 771,677 +771,677 $49,696
     IRMD771,677+771,677$49,696
ISHARES TR (USMV) 789,414 +59,874 $49,528
     USMV789,414+59,874$49,528
ISHARES TR (CMF) 431,656 +431,656 $47,508
     CMF431,656+431,656$47,508
INVESCO EXCHNG TRADED FD TR (VRP) 559,131 +559,131 $47,034
     VRP559,131+559,131$47,034
IROBOT CORP 161,416 +161,416 $45,932
     IRBT161,416+161,416$45,932
ISHARES TR (IVV) 158,427 -2,989 $45,904
     IVV158,427-2,989$45,904
ISHARES TR (DGRO) 729,540 +729,540 $42,897
     DGRO729,540+729,540$42,897
SM ENERGY CO 1,262,749 +1,262,749 $41,961
     SM1,262,749+1,262,749$41,961
VANGUARD BD INDEX FD INC (BND) 412,939 -684,096 $34,877
     BND412,939-684,096$34,877
ISHARES TR (EMB) 274,962 -156,694 $31,087
     EMB274,962-156,694$31,087
ISHARES INC (IEMG) 659,983 -180,357 $31,032
     IEMG659,983-180,357$31,032
INVESCO EXCHANGE TRADED FD T (PUI) 614,123 +603,427 $28,827
     PUI614,123+603,427$28,827
INVESCO EXCHNG TRADED FD TR (XSLV) 571,549 -42,574 $27,076
     XSLV571,549-42,574$27,076
LINCOLN ELEC HLDGS INC 2,490,226 +2,490,226 $25,425
     LECO2,490,226+2,490,226$25,425
MICROSOFT CORP 184,803 +26,617 $25,170
     MSFT184,803+26,617$25,170
INVESCO EXCHANGE TRADED FD T (PSP) 135,925 +135,925 $24,420
     PSP135,925+135,925$24,420
ISHARES TR (IEFA) 396,124 -11,514 $23,371
     IEFA396,124-11,514$23,371
PERSPECTA INC 1,945,194 +1,945,194 $23,342
     PRSP1,945,194+1,945,194$23,342
APPLE INC 113,458 +113,458 $23,325
     AAPL113,458+113,458$23,325
VANGUARD TAX MANAGED INTL FD (VEA) 579,631 +77,803 $22,710
     VEA579,631+77,803$22,710
ANTERO MIDSTREAM CORP 115,744 +115,744 $21,986
     AMGP115,744+115,744$21,986
INVESCO EXCHNG TRADED FD TR (PGHY) 367,137 +367,137 $21,760
     PGHY367,137+367,137$21,760
VANGUARD INDEX FDS (VTI) 135,584 +2,812 $19,907
     VTI135,584+2,812$19,907
MERCER INTL INC 158,186 +158,186 $18,656
     MERC158,186+158,186$18,656
VANGUARD WHITEHALL FDS INC (VYM) 217,306 +34,316 $18,486
     VYM217,306+34,316$18,486
PG&E CORP 1,789,336 +1,789,336 $17,911
     PCG1,789,336+1,789,336$17,911
ISHARES TR (EFA) 280,692 +137,666 $17,354
     EFA280,692+137,666$17,354
ISHARES TR (GOVT) 652,367 +314,142 $17,239
     GOVT652,367+314,142$17,239
SPDR SERIES TRUST (SPYG) 448,888 +356,990 $17,188
     SPYG448,888+356,990$17,188
GOLDMAN SACHS ETF TR (GSIE) 622,413 +356,870 $16,936
     GSIE622,413+356,870$16,936
ISHARES TR (SMIN) 325,981 +325,981 $16,377
     SMIN325,981+325,981$16,377
ISHARES TR (SHY) 192,891 -366,240 $16,376
     SHY192,891-366,240$16,376
SPDR SERIES TRUST (JNK) 145,970 +145,970 $15,646
     JNK145,970+145,970$15,646
ISHARES US ETF TR (NEAR) 304,160 -21,821 $15,296
     NEAR304,160-21,821$15,296
VANGUARD CHARLOTTE FDS (BNDX) 256,174 -3,837 $15,050
     BNDX256,174-3,837$15,050
STONECO LTD 1,504,881 +1,504,881 $14,763
     STNE1,504,881+1,504,881$14,763
FIRST TR EXCHANGE TRADED FD (FVC) 556,467 +556,467 $14,630
     FVC556,467+556,467$14,630
UNITED STATES CELLULAR CORP 260,011 +260,011 $14,501
     USM260,011+260,011$14,501
VANGUARD INDEX FDS (VUG) 84,323 +29,870 $13,731
     VUG84,323+29,870$13,731

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 06/30/2019: $3,992,164
At 03/31/2019: $2,363,298

Combined Holding Report Includes:
ATRIA INVESTMENTS LLC
FIRST FINANCIAL EQUITY CORPORATION
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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