HoldingsChannel.com
Atria Investments LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 435,209 +69,644 $129,157
     SPY435,209+69,644$129,157
VANGUARD GROUP (VIG) 706,379 +71,762 $84,469
     VIG706,379+71,762$84,469
INVESCO QQQ TR 387,572 +2,540 $73,177
     QQQ387,572+2,540$73,177
VANGUARD SCOTTSDALE FDS (VGIT) 1,068,159 +20,115 $71,214
     VGIT1,068,159+20,115$71,214
VANGUARD SCOTTSDALE FDS (VMBS) 1,209,941 +33,468 $64,441
     VMBS1,209,941+33,468$64,441
SPDR SERIES TRUST (SPLG) 1,793,792 +1,514 $62,514
     SPLG1,793,792+1,514$62,514
ISHARES TR (LQD) 475,807 -15,296 $60,656
     LQD475,807-15,296$60,656
ISHARES TR (TLT) 381,707 +7,729 $54,615
     TLT381,707+7,729$54,615
GOLDMAN SACHS ETF TR (GIGB) 1,002,230 +41,887 $52,524
     GIGB1,002,230+41,887$52,524
ISHARES TR (ITOT) 749,719 -40,643 $50,284
     ITOT749,719-40,643$50,284
ISHARES TR (USMV) 730,730 -58,684 $46,840
     USMV730,730-58,684$46,840
VANGUARD BD INDEX FD INC (BND) 543,953 +131,014 $45,926
     BND543,953+131,014$45,926
ISHARES TR (IVV) 144,668 -13,759 $43,186
     IVV144,668-13,759$43,186
ISHARES INC (IEMG) 698,959 +38,976 $34,263
     IEMG698,959+38,976$34,263
INVESCO EXCHNG TRADED FD TR (XSLV) 628,800 +57,251 $30,742
     XSLV628,800+57,251$30,742
ISHARES TR (IEFA) 486,718 +90,594 $29,724
     IEFA486,718+90,594$29,724
SPDR SERIES TRUST (JNK) 265,457 +119,487 $28,866
     JNK265,457+119,487$28,866
MICROSOFT CORP 201,061 +16,258 $27,953
     MSFT201,061+16,258$27,953
APPLE INC 119,502 +6,044 $26,765
     AAPL119,502+6,044$26,765
ISHARES TR (EFA) 372,562 +91,870 $24,295
     EFA372,562+91,870$24,295
VANGUARD TAX MANAGED INTL FD (VEA) 578,411 -1,220 $23,761
     VEA578,411-1,220$23,761
ISHARES TR (HYG) 243,286 +155,714 $21,207
     HYG243,286+155,714$21,207
VANGUARD INDEX FDS (VTI) 133,312 -2,272 $20,130
     VTI133,312-2,272$20,130
ISHARES TR (SHY) 235,059 +42,168 $19,938
     SHY235,059+42,168$19,938
VANGUARD WHITEHALL FDS INC (VYM) 212,323 -4,983 $18,839
     VYM212,323-4,983$18,839
INVESCO EXCHNG TRADED FD TR (SPLV) 317,683 +121,463 $18,394
     SPLV317,683+121,463$18,394
ISHARES TR (EMB) 160,995 -113,967 $18,249
     EMB160,995-113,967$18,249
GOLDMAN SACHS ETF TR (GSIE) 635,230 +12,817 $17,971
     GSIE635,230+12,817$17,971
VANGUARD CHARLOTTE FDS (BNDX) 292,504 +36,330 $17,208
     BNDX292,504+36,330$17,208
SPDR SERIES TRUST (SPYG) 407,387 -41,501 $15,843
     SPYG407,387-41,501$15,843
VANGUARD INDEX FDS (VUG) 91,904 +7,581 $15,282
     VUG91,904+7,581$15,282
PROCTER & GAMBLE CO 121,455 +15,350 $15,107
     PG121,455+15,350$15,107
FIRST TR EXCHANGE TRADED FD (FVC) 570,434 +13,967 $15,077
     FVC570,434+13,967$15,077
ISHARES TR (IJR) 192,870 +9,786 $15,013
     IJR192,870+9,786$15,013
VANGUARD INDEX FDS (VOO) 54,247 +8,058 $14,788
     VOO54,247+8,058$14,788
VANGUARD INDEX FDS (VTV) 123,219 +8,707 $13,754
     VTV123,219+8,707$13,754
NORTHERN LTS FD TR IV 523,457 -7,400 $13,440
     IBD523,457-7,400$13,440
ISHARES TR (FLOT) 254,728 +617 $12,983
     FLOT254,728+617$12,983
FACEBOOK INC 71,400 +4,083 $12,715
     FB71,400+4,083$12,715
LATTICE STRATEGIES TR 451,173 +8,431 $12,579
     RODM451,173+8,431$12,579
SELECT SECTOR SPDR TR (XLK) 151,120 +16,003 $12,170
     XLK151,120+16,003$12,170
CHEVRON CORP NEW 101,502 +4,496 $12,038
     CVX101,502+4,496$12,038
ISHARES TR (GOVT) 454,138 -198,229 $11,955
     GOVT454,138-198,229$11,955
WALMART INC 99,878 +12,988 $11,853
     WMT99,878+12,988$11,853
SPDR SERIES TRUST (SPMD) 346,798 +18,198 $11,753
     SPMD346,798+18,198$11,753
ISHARES US ETF TR (NEAR) 230,635 -73,525 $11,610
     NEAR230,635-73,525$11,610
MASTERCARD INC 41,785 -947 $11,348
     MA41,785-947$11,348
HOME DEPOT INC 48,507 +2,534 $11,255
     HD48,507+2,534$11,255
SPDR SERIES TRUST (LGLV) 99,140 +1,291 $11,052
     LGLV99,140+1,291$11,052
VERIZON COMMUNICATIONS INC 180,078 +7,236 $10,869
     VZ180,078+7,236$10,869

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 09/30/2019: $2,805,906
At 06/30/2019: $3,992,164

Combined Holding Report Includes:
ATRIA INVESTMENTS LLC
FIRST FINANCIAL EQUITY CORPORATION
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
Compton Wealth Advisory Group LLC
Peak Capital Management LLC
Harwood Advisory Group LLC
WealthBridge Capital Management 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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