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Atria Investments, Inc

Portfolio Manager
Atria Investments, Inc
Performance
-6.74% (2026 Q1)
AUM (13F)
$8.94B
# of Holdings
2028
Performance Rank
Allocation (Top 20)
22.43%

Atria Investments, Inc Holdings Map

Top 50 Atria Investments, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
1.88%965.7K$168.4M
-1.64%(-16.12K)
2025-Q1: 912.7K shares2025-Q2: 942.2K shares2025-Q3: 1.00M shares2025-Q4: 981.9K shares2026-Q1: 965.7K shares
$22.17(+918.47%)
2026-03-31
IVV
ISHARES TR
1.8%246.7K$161.1M
-1.86%(-4.68K)
2025-Q1: 258.9K shares2025-Q2: 222.3K shares2025-Q3: 220.6K shares2025-Q4: 251.4K shares2026-Q1: 246.7K shares
$394.85(+88.87%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.72%257.5K$153.9M
+37.75%(+70.58K)
2025-Q1: 166.9K shares2025-Q2: 163.6K shares2025-Q3: 171.2K shares2025-Q4: 186.9K shares2026-Q1: 257.5K shares
$475.97(+43.37%)
2026-03-31
MSFT
MICROSOFT CORP
1.57%379.0K$140.3M
-7.21%(-29.44K)
2025-Q1: 418.7K shares2025-Q2: 424.7K shares2025-Q3: 426.7K shares2025-Q4: 408.4K shares2026-Q1: 379.0K shares
$174.43(+132.30%)
2026-03-31
GLD
SPDR GOLD TR
1.29%268.2K$115.4M
+25.27%(+54.10K)
2025-Q1: 156.9K shares2025-Q2: 197.6K shares2025-Q3: 206.8K shares2025-Q4: 214.1K shares2026-Q1: 268.2K shares
$278.60(+54.52%)
2026-03-31
BIL
SPDR SERIES TRUST
1.29%1.26M$115.1M
+589.80%(+1.07M)
2025-Q1: 232.5K shares2025-Q2: 171.4K shares2025-Q3: 129.7K shares2025-Q4: 182.1K shares2026-Q1: 1.26M shares
$91.60(-0.12%)
2026-03-31
AAPL
APPLE INC
1.2%423.6K$107.5M
+5.26%(+21.18K)
2025-Q1: 436.9K shares2025-Q2: 401.2K shares2025-Q3: 412.0K shares2025-Q4: 402.4K shares2026-Q1: 423.6K shares
$94.97(+214.69%)
2026-03-31
AMZN
AMAZON COM INC
1.03%443.5K$92.4M
-10.60%(-52.58K)
2025-Q1: 545.9K shares2025-Q2: 533.4K shares2025-Q3: 517.1K shares2025-Q4: 496.1K shares2026-Q1: 443.5K shares
$116.41(+132.04%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
1%1.50M$89.0M
+432.40%(+1.21M)
2025-Q1: 246.6K shares2025-Q2: 299.1K shares2025-Q3: 214.3K shares2025-Q4: 280.9K shares2026-Q1: 1.50M shares
$61.17(-3.58%)
2026-03-31
IEMG
ISHARES INC
1%1.28M$89.0M
-9.14%(-128.40K)
2025-Q1: 864.5K shares2025-Q2: 1.13M shares2025-Q3: 1.24M shares2025-Q4: 1.40M shares2026-Q1: 1.28M shares
$53.08(+54.59%)
2026-03-31

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