HoldingsChannel.com
Atria Investments LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 300,175 -169,020 $77,370
     SPY300,175-169,020$77,370
SPDR SER TR (BIL) 539,879 +529,621 $49,469
     BIL539,879+529,621$49,469
VANGUARD SCOTTSDALE FDS (VGIT) 620,998 -944,465 $43,811
     VGIT620,998-944,465$43,811
APPLE INC 101,621 -22,895 $25,841
     AAPL101,621-22,895$25,841
FIRST TR EXCHNG TRADED FD VI (FIXD) 481,188 +301,009 $25,363
     FIXD481,188+301,009$25,363
ISHARES TR (IEFA) 459,649 -187,662 $22,932
     IEFA459,649-187,662$22,932
AMAZON COM INC 10,893 +169 $21,238
     AMZN10,893+169$21,238
ISHARES INC (IEMG) 486,872 +18,666 $19,704
     IEMG486,872+18,666$19,704
VANGUARD SCOTTSDALE FDS (VMBS) 354,904 -965,339 $19,342
     VMBS354,904-965,339$19,342
VISA INC 119,956 +3,946 $19,327
     V119,956+3,946$19,327
VANGUARD CHARLOTTE FDS (BNDX) 343,097 +19,551 $19,303
     BNDX343,097+19,551$19,303
ISHARES TR (GOVT) 597,757 -113,679 $16,743
     GOVT597,757-113,679$16,743
NORTHERN LTS FD TR IV 683,461 +116,019 $16,642
     IBD683,461+116,019$16,642
FACEBOOK INC 85,902 +1,155 $14,328
     FB85,902+1,155$14,328
VERIZON COMMUNICATIONS INC 260,341 -27,181 $13,988
     VZ260,341-27,181$13,988
ALPHABET INC 11,614 -174 $13,494
     GOOGL11,614-174$13,494
CISCO SYS INC 331,266 -93,630 $13,022
     CSCO331,266-93,630$13,022
MASTERCARD INC 51,132 -773 $12,351
     MA51,132-773$12,351
UNITEDHEALTH GROUP INC 48,718 +5,206 $12,149
     UNH48,718+5,206$12,149
FIRST TR EXCHNG TRADED FD VI (DAUG) 433,961 +433,961 $12,108
     DAUG433,961+433,961$12,108
JPMORGAN CHASE & CO 132,625 +22,062 $11,940
     JPM132,625+22,062$11,940
SPDR GOLD TRUST (GLD) 79,881 -875 $11,826
     GLD79,881-875$11,826
ALPHABET INC 9,552 +748 $11,107
     GOOG9,552+748$11,107
MERCK & CO. INC 143,662 -19,592 $11,053
     MRK143,662-19,592$11,053
ORACLE CORP 221,350 +17,724 $10,698
     ORCL221,350+17,724$10,698
ABBOTT LABS 123,541 -32,597 $9,749
     ABT123,541-32,597$9,749
ISHARES TR (USMV) 176,660 -434,084 $9,541
     USMV176,660-434,084$9,541
PROSHARES TR (PSQ) 365,711 +365,711 $9,293
     PSQ365,711+365,711$9,293
FIRST TR EXCHNG TRADED FD VI (DNOV) 325,839 +325,839 $9,192
     DNOV325,839+325,839$9,192
MEDTRONIC PLC 101,731 +18,892 $9,174
     MDT101,731+18,892$9,174
SELECT SECTOR SPDR TR (XLK) 113,715 -23,799 $9,139
     XLK113,715-23,799$9,139
COMCAST CORP NEW 265,711 +50,033 $9,135
     CMCSA265,711+50,033$9,135
INVESCO ACTIVELY MANAGED ETF (GSY) 184,112 +44,028 $9,079
     GSY184,112+44,028$9,079
ALIBABA GROUP HLDG LTD 45,763 -1,752 $8,900
     BABA45,763-1,752$8,900
AT&T INC 301,339 +58,225 $8,784
     T301,339+58,225$8,784
ISHARES TR (QUAL) 106,850 +43 $8,659
     QUAL106,850+43$8,659
BERKSHIRE HATHAWAY INC DEL      $8,446
     BRK.B38,759+3,244$7,086
     BRK.A5-1$1,360
ISHARES U S ETF TR (NEAR) 168,513 -2,235 $8,171
     NEAR168,513-2,235$8,171
ISHARES TR (ESGU) 139,187 +139,187 $8,002
     ESGU139,187+139,187$8,002
SELECT SECTOR SPDR TR (XLP) 146,391 +46,551 $7,974
     XLP146,391+46,551$7,974
SELECT SECTOR SPDR TR (XLV) 89,449 -19,939 $7,923
     XLV89,449-19,939$7,923
SPDR SER TR (SPAB) 252,584 +179,791 $7,633
     SPAB252,584+179,791$7,633
ADOBE INC 22,836 +5,079 $7,267
     ADBE22,836+5,079$7,267
AMGEN INC 35,747 +252 $7,247
     AMGN35,747+252$7,247
AIR PRODS & CHEMS INC 36,021 +10,849 $7,190
     APD36,021+10,849$7,190
ACCENTURE PLC IRELAND 43,023 -16,780 $7,024
     ACN43,023-16,780$7,024
CROWN CASTLE INTL CORP NEW 46,349 -31,739 $6,693
     CCI46,349-31,739$6,693
DUKE ENERGY CORP NEW 79,908 +10,803 $6,463
     DUK79,908+10,803$6,463
SELECT SECTOR SPDR TR (XLY) 65,433 +11,056 $6,418
     XLY65,433+11,056$6,418
NVIDIA CORP 23,141 -2,808 $6,100
     NVDA23,141-2,808$6,100

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 03/31/2020: $1,302,603
At 12/31/2019: $3,691,111

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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