Atria Investments, Inc

Q4 2014 13F Holdings Report, Stock Holdings

Signature - Title
Michael Stier - President / CCO
Location
Charlotte
Holdings as of
December 31, 2014
Value $
$934M
Num holdings
411
Date filed
1/12/2015, 06:52 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, BND, AGG, VUG, and VYM.
Previous filing
Q3 2014 - Nov 12, 2014
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q4 compared to 2014 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael Stier President / CCO Charlotte, North Carolina 1/12/2015

ATRIA INVESTMENTS LLC PRIMARILY CONDUCTS ITS ADVISORY BUSINESS AS ADHESION WEALTH ADVISOR SOLUTIONS.