Notify me when Atria Investments, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,003 | $8,750,796,994 | +$617,116,061 | -$806,408,148 | -$189,292,087 | MSFT, NVDA, IVV, AMZN, AAPL | 13F-HR | 06 Nov 2025, 13:38 |
| Q2 2025 | 1,982 | $8,468,366,915 | +$872,806,684 | -$792,366,470 | +$80,440,214 | MSFT, NVDA, IVV, AMZN, META | 13F-HR | 04 Aug 2025, 11:33 |
| Q1 2025 | 1,890 | $7,801,542,594 | +$788,671,112 | -$842,029,326 | -$53,358,214 | MSFT, IVV, AMZN, NVDA, AAPL | 13F-HR | 06 May 2025, 16:00 |
| Q4 2024 | 1,846 | $8,035,585,962 | +$694,963,863 | -$607,527,190 | +$87,436,673 | MSFT, IVV, NVDA, AMZN, OACP | 13F-HR | 06 Feb 2025, 14:28 |
| Q3 2024 | 1,895 | $8,050,963,750 | +$662,790,431 | -$729,663,286 | -$66,872,855 | MSFT, IVV, OACP, NVDA, AMZN | 13F-HR | 01 Nov 2024, 15:26 |
| Q2 2024 | 1,907 | $7,722,829,522 | +$1,069,990,769 | -$547,022,702 | +$522,968,067 | MSFT, IVV, NVDA, OACP, AMZN | 13F-HR | 13 Aug 2024, 11:45 |
| Q1 2024 | 962 | $7,263,919,762 | +$818,718,072 | -$453,660,142 | +$365,057,930 | MSFT, IVV, OACP, AMZN, NVDA | 13F-HR | 21 May 2024, 14:07 |
| Q4 2023 | 891 | $6,461,924,395 | +$866,261,147 | -$535,965,154 | +$330,295,993 | IVV, MSFT, OACP, AAPL, AMZN | 13F-HR | 14 Feb 2024, 16:09 |
| Q3 2023 | 899 | $5,614,658,878 | +$683,825,986 | -$411,828,956 | +$271,997,030 | IVV, MSFT, OACP, AAPL, SPY | 13F-HR | 07 Nov 2023, 10:42 |
| Q2 2023 | 825 | $5,539,059,065 | +$538,716,581 | -$373,025,808 | +$165,690,773 | IVV, MSFT, OACP, BSV, OAIM | 13F-HR | 04 Aug 2023, 12:46 |
| Q1 2023 | 809 | $5,280,994,879 | +$792,213,592 | -$361,454,766 | +$430,758,826 | IVV, MSFT, BSV, OACP, OAIM | 13F-HR | 10 May 2023, 16:54 |
| Q4 2022 | 763 | $4,878,351,902 | +$475,404,381 | -$325,550,201 | +$149,854,180 | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 31 Jan 2023, 15:12 |
| Q3 2022 | 734 | $4,523,838,690 | +$536,926,178 | -$335,598,985 | +$201,327,193 | BSV, IVV, OACP, MSFT, SPY | 13F-HR | 01 Nov 2022, 09:32 |
| Q2 2022 | 747 | $4,740,052,650 | +$805,237,127 | -$641,994,929 | +$163,242,198 | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 11 Aug 2022, 15:49 |
| Q1 2022 | 854 | $5,697,648,809 | +$889,268,423 | -$286,599,215 | +$602,669,208 | IVV, MSFT, SPY, ESGU, AAPL | 13F-HR | 02 May 2022, 11:29 |
| Q4 2021 | 837 | $5,593,539,714 | +$719,808,927 | -$934,536,575 | -$214,727,648 | MSFT, IVV, AAPL, SPY, ESGU | 13F-HR | 03 Feb 2022, 20:40 |
| Q3 2021 | 782 | $5,536,112,000 | +$875,284,080 | -$461,005,825 | +$414,278,255 | SPY, QQQ, VIG, MSFT, IEFA | 13F-HR | 16 Nov 2021, 11:53 |
| Q2 2021 | 761 | $5,181,577,000 | +$856,448,404 | -$426,674,419 | +$429,773,985 | SPY, IJR, VIG, QQQ, MSFT | 13F-HR | 10 Aug 2021, 11:52 |
| Q1 2021 | 702 | $4,518,016,000 | +$747,410,783 | -$532,439,875 | +$214,970,908 | IJR, SPY, IEMG, IEFA, QQQ | 13F-HR | 10 May 2021, 17:47 |
| Q4 2020 | 668 | $4,142,119,447 | +$928,953,845 | -$291,673,645 | +$637,280,200 | QQQ, IJR, IEMG, IEFA, SPY | 13F-HR | 12 Feb 2021, 06:37 |
| Q3 2020 | 579 | $3,290,785,049 | +$650,711,158 | -$333,920,908 | +$316,790,250 | QQQ, SPY, LQD, IEMG, VGIT | 13F-HR | 04 Nov 2020, 20:51 |
| Q2 2020 | 511 | $2,907,219,311 | +$1,786,303,331 | -$188,399,752 | +$1,597,903,579 | LQD, TLT, EMB, QQQ, SPY | Restatement | 22 Sep 2020, 09:41 |
| Q1 2020 | 584 | $1,294,826,839 | +$256,356,274 | -$456,875,418 | -$200,519,144 | SPY, BIL, VGIT, AAPL, FIXD | 13F-HR | 15 May 2020, 13:23 |
| Q4 2019 | 1,192 | $3,690,606,405 | +$1,045,148,596 | -$251,167,776 | +$793,980,820 | SPY, QQQ, VGIT, SPLG, VMBS | 13F-HR | 11 Feb 2020, 12:55 |
| Q3 2019 | 851 | $2,805,906,000 | +$266,433,024 | -$116,166,094 | +$150,266,930 | SPY, VIG, QQQ, VGIT, VMBS | 13F-HR | 14 Nov 2019, 08:45 |
| Q2 2019 | 921 | $2,668,776,000 | +$867,054,460 | -$433,135,450 | +$433,919,010 | SPY, VIG, QQQ, VGIT, LQD | Restatement | 26 Aug 2019, 08:31 |
| Q1 2019 | 860 | $2,220,453,000 | +$689,419,052 | -$690,019,186 | -$600,134 | BND, SPY, LQD, VIG, ITOT | 13F-HR | 15 May 2019, 11:42 |
| Q4 2018 | 874 | $2,255,269,000 | +$856,784,933 | -$687,496,227 | +$169,288,706 | BND, IEF, VTI, TLT, SHY | 13F-HR | 11 Feb 2019, 19:53 |
| Q3 2018 | 971 | $2,530,047,000 | +$447,750,331 | -$225,590,646 | +$222,159,685 | VTI, SPY, IJR, IVV, QQQ | 13F-HR | 09 Oct 2018, 09:03 |
| Q2 2018 | 949 | $2,274,731,666 | +$510,944,088 | -$191,243,202 | +$319,700,886 | VTI, SPY, IJR, IVV, IJH | 13F-HR | 13 Jul 2018, 08:52 |
| Q1 2018 | 868 | $2,072,634,000 | +$314,305,530 | -$160,730,749 | +$153,574,781 | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 30 Apr 2018, 15:27 |
| Q4 2017 | 814 | $2,012,657,000 | +$327,923,993 | -$162,533,509 | +$165,390,484 | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 12 Jan 2018, 16:45 |
| Q3 2017 | 787 | $1,836,219,000 | +$250,595,778 | -$71,904,684 | +$178,691,094 | VTI, SPY, VWO, BND, IJR | 13F-HR | 12 Oct 2017, 11:04 |
| Q2 2017 | 750 | $1,634,887,000 | +$220,269,929 | -$119,841,381 | +$100,428,548 | VTI, SPY, BND, IJR, IVV | 13F-HR | 10 Jul 2017, 17:34 |
| Q1 2017 | 676 | $1,535,415,000 | +$305,918,310 | -$85,791,523 | +$220,126,787 | VTI, SPY, IJR, BND, IVV | 13F-HR | 14 Apr 2017, 10:26 |
| Q4 2016 | 630 | $1,310,851,000 | +$328,814,667 | -$77,660,111 | +$251,154,556 | VTI, SPY, BND, IJR, IJH | 13F-HR | 13 Jan 2017, 16:25 |
| Q3 2016 | 545 | $1,088,299,000 | +$209,283,070 | -$46,736,868 | +$162,546,202 | VTI, BND, SPY, IJR, IJH | 13F-HR | 12 Oct 2016, 16:38 |
| Q2 2016 | 466 | $924,899,741 | +$138,554,136 | -$71,940,606 | +$66,613,530 | VTI, BND, SPY, IJR, IJH | 13F-HR | 11 Jul 2016, 21:28 |
| Q1 2016 | 439 | $879,855,000 | +$157,478,209 | -$163,598,610 | -$6,120,401 | VTI, BND, SPY, IJR, AGG | 13F-HR | 18 Apr 2016, 18:59 |
| Q4 2015 | 393 | $909,015,000 | +$256,771,275 | -$40,123,194 | +$216,648,081 | VTI, SPY, BND, IJR, AGG | 13F-HR | 13 Jan 2016, 19:15 |
| Q3 2015 | 342 | $723,484,000 | +$96,663,946 | -$128,517,935 | -$31,853,989 | VTI, BND, SPY, MINT, AGG | Restatement | 16 Nov 2015, 09:21 |
| Q2 2015 | 395 | $851,845,000 | +$107,552,421 | -$56,392,204 | +$51,160,217 | VTI, BND, SPY, VXUS, AGG | 13F-HR | 31 Jul 2015, 20:26 |
| Q1 2015 | 399 | $883,541,000 | +$151,309,237 | -$126,326,963 | +$24,982,274 | VTI, SPY, BND, AGG, BNDX | 13F-HR | 13 Apr 2015, 16:37 |
| Q4 2014 | 411 | $934,166,080 | +$145,196,515 | -$97,529,485 | +$47,667,030 | VTI, BND, AGG, VUG, VYM | 13F-HR | 12 Jan 2015, 06:52 |
| Q3 2014 | 454 | $974,973,705 | +$96,735,298 | -$62,354,361 | +$34,380,937 | VTI, BND, VUG, VYM, BNDX | 13F-HR | 12 Nov 2014, 05:27 |
| Q2 2014 | 416 | $1,000,490,765 | +$156,538,777 | -$96,884,684 | +$59,654,093 | VTI, BND, VUG, VYM, BNDX | 13F-HR | 21 Jul 2014, 17:05 |
| Q1 2014 | 421 | $981,198,000 | +$168,406,560 | -$118,678,668 | +$49,727,892 | VTI, BND, VYM, BNDX, VUG | 13F-HR | 12 May 2014, 16:52 |
| Q4 2013 | 439 | $1,004,105,000 | $0 | VTI, BND, BNDX, VUG, VYM | 13F-HR | 09 Jan 2014, 06:13 |