$5.61 Billion is the total value of Atria Investments, Inc's 839 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $121,533,000 | +18.2% | 361,362 | -0.9% | 2.17% | +16.6% |
| AAPL | Sell | APPLE INC | $80,674,000 | +18.7% | 454,322 | -5.4% | 1.44% | +17.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $78,198,000 | -62.0% | 164,641 | -65.7% | 1.39% | -62.5% |
| ESGU | Sell | ISHARES TResg awr msci usa | $73,904,000 | +6.8% | 684,933 | -2.5% | 1.32% | +5.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $68,385,000 | +6.9% | 213,104 | -3.3% | 1.22% | +5.4% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $62,651,000 | -4.5% | 942,546 | -2.9% | 1.12% | -5.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $53,175,000 | -73.2% | 133,655 | -75.9% | 0.95% | -73.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $47,656,000 | +3.5% | 16,450 | -4.5% | 0.85% | +2.0% |
| EFV | Sell | ISHARES TReafe value etf | $38,943,000 | -2.9% | 772,839 | -2.0% | 0.69% | -4.1% |
| IUSB | Sell | ISHARES TRcore total usd | $36,837,000 | -6.1% | 695,949 | -5.5% | 0.66% | -7.5% |
| NVDA | Sell | NVIDIA CORPORATION | $34,616,000 | +22.1% | 117,698 | -14.0% | 0.62% | +20.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $33,571,000 | +1.9% | 304,387 | -1.7% | 0.60% | +0.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $33,338,000 | -5.2% | 630,926 | -4.3% | 0.59% | -6.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $28,730,000 | -69.1% | 384,919 | -69.2% | 0.51% | -69.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $28,237,000 | +4.6% | 165,061 | -1.2% | 0.50% | +3.3% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $27,971,000 | -4.0% | 49,325 | -2.6% | 0.50% | -5.3% |
| HD | Sell | HOME DEPOT INC | $26,692,000 | +21.1% | 64,316 | -4.2% | 0.48% | +19.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $26,613,000 | +7.5% | 110,225 | -1.2% | 0.47% | +6.0% |
| CSCO | Sell | CISCO SYS INC | $26,353,000 | +16.1% | 415,863 | -0.2% | 0.47% | +14.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $26,304,000 | -22.5% | 198,492 | -22.2% | 0.47% | -23.5% |
| LOW | Sell | LOWES COS INC | $25,616,000 | +2.8% | 99,103 | -19.3% | 0.46% | +1.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $24,390,000 | -6.3% | 914,155 | -6.8% | 0.44% | -7.4% |
| AVGO | Sell | BROADCOM INC | $24,400,000 | +32.1% | 36,670 | -3.8% | 0.44% | +30.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $23,226,000 | -10.7% | 202,832 | -14.8% | 0.41% | -11.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $22,356,000 | -3.2% | 405,291 | -0.1% | 0.40% | -4.6% |
| PTBD | Sell | PACER FDS TRtrendpilot us bd | $20,596,000 | -37.5% | 764,799 | -37.1% | 0.37% | -38.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $20,395,000 | -13.5% | 405,220 | -3.9% | 0.36% | -14.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $19,752,000 | +15.5% | 29,603 | -1.1% | 0.35% | +13.9% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $18,522,000 | -60.1% | 124,988 | -61.1% | 0.33% | -60.6% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $17,907,000 | -48.2% | 102,990 | -55.5% | 0.32% | -48.9% |
| VLUE | Sell | ISHARES TRmsci usa value | $16,287,000 | -12.0% | 148,784 | -19.1% | 0.29% | -13.2% |
| DIS | Sell | DISNEY WALT CO | $16,028,000 | -8.5% | 103,479 | -0.0% | 0.29% | -9.5% |
| QCOM | Sell | QUALCOMM INC | $15,656,000 | +17.9% | 85,615 | -16.9% | 0.28% | +16.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $15,213,000 | +9.0% | 50,878 | -0.5% | 0.27% | +7.5% |
| SBUX | Sell | STARBUCKS CORP | $15,129,000 | +2.1% | 129,340 | -3.7% | 0.27% | +0.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $15,114,000 | -0.6% | 26,623 | -21.3% | 0.27% | -2.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $14,897,000 | -16.7% | 105,733 | -24.8% | 0.26% | -18.0% |
| USB | Sell | US BANCORP DEL | $14,241,000 | -5.9% | 253,535 | -0.4% | 0.25% | -7.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $14,187,000 | -30.5% | 75,233 | -4.1% | 0.25% | -31.4% |
| SHW | Sell | SHERWIN WILLIAMS CO | $14,161,000 | +22.6% | 40,212 | -2.6% | 0.25% | +20.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $13,724,000 | +15.8% | 55,659 | -6.1% | 0.24% | +14.5% |
| HON | Sell | HONEYWELL INTL INC | $13,679,000 | -8.0% | 65,606 | -6.4% | 0.24% | -9.3% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $13,265,000 | -26.8% | 163,236 | -25.8% | 0.24% | -27.8% |
| PFE | Sell | PFIZER INC | $12,972,000 | +35.0% | 219,671 | -1.7% | 0.23% | +32.8% |
| ADSK | Sell | AUTODESK INC | $12,830,000 | -7.8% | 45,627 | -6.5% | 0.23% | -8.8% |
| NEE | Sell | NEXTERA ENERGY INC | $11,982,000 | +18.6% | 128,347 | -0.2% | 0.21% | +17.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $12,001,000 | -32.3% | 58,700 | -40.6% | 0.21% | -33.1% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $11,376,000 | -14.4% | 62,567 | -17.3% | 0.20% | -15.4% |
| ESGE | Sell | ISHARES INCesg awr msci em | $11,218,000 | -23.8% | 282,217 | -20.6% | 0.20% | -24.8% |
| IXN | Sell | ISHARES TRglobal tech etf | $11,083,000 | -23.2% | 172,129 | -32.4% | 0.20% | -24.5% |
| DG | Sell | DOLLAR GEN CORP NEW | $11,062,000 | +10.1% | 46,905 | -1.0% | 0.20% | +8.2% |
| DHR | Sell | DANAHER CORPORATION | $10,951,000 | -3.5% | 33,285 | -10.7% | 0.20% | -4.9% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $10,939,000 | -32.5% | 280,129 | -35.1% | 0.20% | -33.4% |
| TSLA | Sell | TESLA INC | $10,874,000 | +24.5% | 10,290 | -8.6% | 0.19% | +22.8% |
| JNK | Sell | SPDR SER TRbloomberg high y | $10,815,000 | -68.1% | 99,614 | -67.8% | 0.19% | -68.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $10,595,000 | -1.3% | 172,889 | -1.8% | 0.19% | -2.6% |
| MDT | Sell | MEDTRONIC PLC | $10,321,000 | -22.7% | 99,765 | -6.3% | 0.18% | -23.7% |
| FCTR | Sell | FIRST TR EXCHANGE-TRADED FDlunt us factor | $10,070,000 | -14.6% | 283,355 | -18.3% | 0.18% | -16.0% |
| IGSB | Sell | ISHARES TR | $9,678,000 | -55.8% | 179,619 | -55.1% | 0.17% | -56.5% |
| LLY | Sell | LILLY ELI & CO | $9,284,000 | +15.7% | 33,612 | -3.2% | 0.16% | +13.8% |
| FDS | Sell | FACTSET RESH SYS INC | $8,909,000 | +18.7% | 18,332 | -3.6% | 0.16% | +16.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $8,802,000 | -79.8% | 39,567 | -80.1% | 0.16% | -80.0% |
| LIN | Sell | LINDE PLC | $8,761,000 | +7.9% | 25,288 | -8.7% | 0.16% | +6.1% |
| IXG | Sell | ISHARES TRglobal finls etf | $8,661,000 | -25.9% | 108,186 | -27.4% | 0.15% | -27.0% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $8,636,000 | -32.7% | 162,289 | -32.3% | 0.15% | -33.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,532,000 | -3.1% | 24,006 | -5.9% | 0.15% | -4.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $8,493,000 | -25.6% | 80,265 | -31.2% | 0.15% | -26.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $8,204,000 | -42.2% | 84,958 | -44.5% | 0.15% | -43.0% |
| AMGN | Sell | AMGEN INC | $8,199,000 | +1.0% | 36,444 | -4.5% | 0.15% | -0.7% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $8,083,000 | -21.5% | 261,746 | -8.9% | 0.14% | -22.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $8,078,000 | -12.9% | 134,945 | -10.2% | 0.14% | -14.3% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $8,109,000 | -7.2% | 104,486 | -11.6% | 0.14% | -8.9% |
| XLC | Sell | SELECT SECTOR SPDR TR | $8,041,000 | -42.0% | 103,515 | -40.2% | 0.14% | -42.8% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $7,839,000 | +2.2% | 38,800 | -12.6% | 0.14% | +1.4% |
| IYE | Sell | ISHARES TRu.s. energy etf | $7,753,000 | -16.6% | 257,579 | -21.7% | 0.14% | -17.9% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $7,383,000 | -20.0% | 64,204 | -19.8% | 0.13% | -21.0% |
| AZO | Sell | AUTOZONE INC | $7,381,000 | +19.9% | 3,521 | -2.9% | 0.13% | +18.9% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $7,355,000 | +6.0% | 14,953 | -3.9% | 0.13% | +4.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $7,257,000 | +7.6% | 89,780 | -1.1% | 0.13% | +5.7% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $7,121,000 | -28.6% | 137,453 | -38.8% | 0.13% | -29.4% |
| ANSS | Sell | ANSYS INC | $7,016,000 | -0.7% | 17,492 | -15.7% | 0.12% | -2.3% |
| SPGI | Sell | S&P GLOBAL INC | $6,973,000 | +0.6% | 14,776 | -9.4% | 0.12% | -0.8% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $6,816,000 | -42.7% | 20,008 | -47.9% | 0.12% | -43.7% |
| MBB | Sell | ISHARES TRmbs etf | $6,707,000 | -29.0% | 62,434 | -28.5% | 0.12% | -29.8% |
| NVS | Sell | NOVARTIS AGsponsored adr | $6,699,000 | -13.4% | 76,585 | -19.0% | 0.12% | -15.0% |
| ETN | Sell | EATON CORP PLC | $6,482,000 | +1.3% | 37,509 | -12.4% | 0.12% | 0.0% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $6,535,000 | -12.9% | 20,168 | -22.5% | 0.12% | -14.7% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $6,379,000 | -35.2% | 31,432 | -40.0% | 0.11% | -36.0% |
| ILMN | Sell | ILLUMINA INC | $6,411,000 | -12.5% | 16,852 | -6.7% | 0.11% | -13.6% |
| IQV | Sell | IQVIA HLDGS INC | $6,198,000 | +9.4% | 21,967 | -7.1% | 0.11% | +7.8% |
| LRCX | Sell | LAM RESEARCH CORP | $5,958,000 | -16.1% | 8,285 | -33.6% | 0.11% | -17.2% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $5,920,000 | +24.4% | 16,519 | -0.7% | 0.10% | +22.1% |
| KLCD | Sell | KRANESHARES TRlrg cap qty divd | $5,844,000 | -36.6% | 168,965 | -40.9% | 0.10% | -37.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $5,753,000 | +7.3% | 68,404 | -7.1% | 0.10% | +6.2% |
| FOXF | Sell | FOX FACTORY HLDG CORP | $5,775,000 | +1.8% | 33,949 | -13.5% | 0.10% | +1.0% |
| CTAS | Sell | CINTAS CORP | $5,741,000 | +10.2% | 12,954 | -5.4% | 0.10% | +8.5% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $5,476,000 | -29.2% | 75,564 | -37.5% | 0.10% | -30.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $5,469,000 | -12.1% | 37,692 | -1.9% | 0.10% | -13.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $5,373,000 | +16.5% | 37,341 | -16.7% | 0.10% | +15.7% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $5,272,000 | +12.1% | 40,692 | -2.0% | 0.09% | +10.6% |
| EMR | Sell | EMERSON ELEC CO | $5,179,000 | -10.4% | 55,708 | -9.3% | 0.09% | -11.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $5,083,000 | -37.4% | 91,581 | -41.3% | 0.09% | -38.1% |
| SNPS | Sell | SYNOPSYS INC | $5,102,000 | +16.7% | 13,846 | -5.2% | 0.09% | +15.2% |
| INFO | Sell | IHS MARKIT LTD | $5,125,000 | +12.4% | 38,557 | -1.3% | 0.09% | +11.0% |
| MSCI | Sell | MSCI INC | $5,119,000 | -8.6% | 8,355 | -9.2% | 0.09% | -9.9% |
| VOX | Sell | VANGUARD WORLD FDS | $5,028,000 | -59.4% | 37,091 | -57.8% | 0.09% | -59.6% |
| IVOL | Sell | KRANESHARES TRquadrtc int rt | $5,050,000 | -60.2% | 188,090 | -58.7% | 0.09% | -60.7% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $4,951,000 | -1.7% | 191,016 | -0.5% | 0.09% | -3.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $4,904,000 | -40.6% | 41,287 | -25.9% | 0.09% | -41.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $4,877,000 | -6.9% | 31,140 | -13.6% | 0.09% | -8.4% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $4,845,000 | +11.8% | 71,685 | -0.7% | 0.09% | +10.3% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $4,751,000 | -10.2% | 12,610 | -1.6% | 0.08% | -11.5% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $4,716,000 | +12.6% | 58,001 | -5.7% | 0.08% | +10.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,636,000 | -95.6% | 26,993 | -96.0% | 0.08% | -95.6% |
| DOV | Sell | DOVER CORP | $4,674,000 | +13.3% | 25,740 | -3.0% | 0.08% | +10.7% |
| MET | Sell | METLIFE INC | $4,647,000 | -2.8% | 74,368 | -4.0% | 0.08% | -3.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $4,579,000 | -41.2% | 59,383 | -47.5% | 0.08% | -41.8% |
| APTV | Sell | APTIV PLC | $4,625,000 | +2.3% | 28,040 | -7.6% | 0.08% | 0.0% |
| DHI | Sell | D R HORTON INC | $4,610,000 | +19.8% | 42,511 | -7.2% | 0.08% | +18.8% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $4,486,000 | -2.4% | 299,082 | -2.1% | 0.08% | -3.6% |
| CERN | Sell | CERNER CORP | $4,503,000 | +2.1% | 48,488 | -22.5% | 0.08% | 0.0% |
| CINF | Sell | CINCINNATI FINL CORP | $4,456,000 | -3.1% | 39,107 | -2.9% | 0.08% | -4.8% |
| HEIA | Sell | HEICO CORP NEWcl a | $4,406,000 | +6.1% | 34,280 | -2.2% | 0.08% | +5.3% |
| ECL | Sell | ECOLAB INC | $4,399,000 | -7.7% | 18,752 | -17.9% | 0.08% | -9.3% |
| AMAT | Sell | APPLIED MATLS INC | $4,379,000 | -11.8% | 27,829 | -27.8% | 0.08% | -13.3% |
| CME | Sell | CME GROUP INC | $4,339,000 | +16.4% | 18,994 | -1.5% | 0.08% | +14.9% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $4,296,000 | -3.1% | 23,495 | -3.3% | 0.08% | -3.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $4,294,000 | -17.3% | 32,129 | -14.0% | 0.08% | -18.1% |
| IBKR | Sell | INTERACTIVE BROKERS GROUP IN | $4,201,000 | +21.2% | 52,898 | -4.9% | 0.08% | +19.0% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $4,174,000 | +3.1% | 20,211 | -3.7% | 0.07% | +1.4% |
| Sell | RYAN SPECIALTY GROUP HLDGS Icl a | $4,127,000 | +9.5% | 102,274 | -8.1% | 0.07% | +8.8% | |
| PH | Sell | PARKER-HANNIFIN CORP | $4,131,000 | -5.6% | 12,986 | -17.1% | 0.07% | -6.3% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $4,016,000 | +16.3% | 10,322 | -1.2% | 0.07% | +16.1% |
| GM | Sell | GENERAL MTRS CO | $4,006,000 | +6.0% | 68,331 | -4.7% | 0.07% | +4.4% |
| FVC | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $3,899,000 | +4.4% | 103,078 | -3.0% | 0.07% | +3.0% |
| LEN | Sell | LENNAR CORPcl a | $3,858,000 | -12.9% | 33,215 | -29.7% | 0.07% | -13.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,865,000 | +0.1% | 13,652 | -7.0% | 0.07% | -1.4% |
| CI | Sell | CIGNA CORP NEW | $3,797,000 | -3.0% | 16,534 | -15.5% | 0.07% | -4.2% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $3,829,000 | +15.2% | 14,094 | -1.5% | 0.07% | +13.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,748,000 | -26.5% | 52,357 | -34.4% | 0.07% | -27.2% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $3,759,000 | -17.1% | 106,352 | -20.0% | 0.07% | -18.3% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $3,770,000 | +20.3% | 36,785 | -3.1% | 0.07% | +17.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $3,733,000 | -32.2% | 54,388 | -39.9% | 0.07% | -32.3% |
| BL | Sell | BLACKLINE INC | $3,702,000 | -21.3% | 35,756 | -10.3% | 0.07% | -22.4% |
| AZPN | Sell | ASPEN TECHNOLOGY INC | $3,705,000 | +22.9% | 24,341 | -0.8% | 0.07% | +22.2% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,601,000 | +3.8% | 59,477 | -3.3% | 0.06% | +1.6% |
| AMP | Sell | AMERIPRISE FINL INC | $3,580,000 | -6.8% | 11,868 | -18.4% | 0.06% | -7.2% |
| DLTR | Sell | DOLLAR TREE INC | $3,455,000 | +13.5% | 24,589 | -22.7% | 0.06% | +12.7% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $3,379,000 | -36.1% | 33,268 | -35.9% | 0.06% | -37.5% |
| WM | Sell | WASTE MGMT INC DEL | $3,338,000 | +2.5% | 19,997 | -8.3% | 0.06% | 0.0% |
| MORN | Sell | MORNINGSTAR INC | $3,272,000 | +8.3% | 9,567 | -18.0% | 0.06% | +5.5% |
| IAU | Sell | ISHARES GOLD TRishares new | $3,123,000 | -0.7% | 89,729 | -4.7% | 0.06% | -1.8% |
| GPC | Sell | GENUINE PARTS CO | $3,125,000 | +6.2% | 22,289 | -8.2% | 0.06% | +5.7% |
| CLX | Sell | CLOROX CO DEL | $3,006,000 | +5.3% | 17,238 | -0.1% | 0.05% | +3.8% |
| PWS | Sell | PACER FDS TRwealthshield | $2,997,000 | -39.8% | 90,667 | -41.9% | 0.05% | -41.1% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $2,996,000 | -4.4% | 55,243 | -8.8% | 0.05% | -7.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $2,937,000 | -2.0% | 35,382 | -7.6% | 0.05% | -3.7% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $2,902,000 | +2.8% | 27,436 | -2.9% | 0.05% | +2.0% |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon adr b | $2,828,000 | -9.4% | 65,245 | -7.5% | 0.05% | -10.7% |
| OLLI | Sell | OLLIES BARGAIN OUTLET HLDGS | $2,793,000 | -29.7% | 54,557 | -17.2% | 0.05% | -30.6% |
| MMM | Sell | 3M CO | $2,758,000 | -6.8% | 15,526 | -8.0% | 0.05% | -7.5% |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $2,728,000 | -5.8% | 97,114 | -1.2% | 0.05% | -5.8% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $2,770,000 | -3.5% | 27,946 | -3.4% | 0.05% | -5.8% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,708,000 | -63.3% | 56,604 | -63.1% | 0.05% | -63.9% |
| AVLR | Sell | AVALARA INC | $2,653,000 | -31.2% | 20,550 | -6.9% | 0.05% | -32.9% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $2,624,000 | -35.5% | 40,319 | -27.6% | 0.05% | -35.6% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,580,000 | -66.5% | 51,620 | -66.1% | 0.05% | -66.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $2,596,000 | -31.4% | 12,173 | -29.2% | 0.05% | -32.4% |
| NEP | Sell | NEXTERA ENERGY PARTNERS LP | $2,541,000 | +10.1% | 30,107 | -1.6% | 0.04% | +7.1% |
| SGOL | Sell | ABERDEEN STD GOLD ETF TR | $2,467,000 | -61.8% | 140,467 | -63.3% | 0.04% | -62.4% |
| INFL | Sell | LISTED FD TRhorizon kinetics | $2,448,000 | +5.2% | 78,440 | -1.6% | 0.04% | +4.8% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,454,000 | +7.9% | 27,655 | -9.8% | 0.04% | +7.3% |
| BCE | Sell | BCE INC | $2,485,000 | +3.8% | 47,758 | -0.1% | 0.04% | +2.3% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $2,469,000 | +9.6% | 25,950 | -0.9% | 0.04% | +7.3% |
| EWU | Sell | ISHARES TRmsci uk etf new | $2,414,000 | -3.8% | 72,850 | -6.4% | 0.04% | -4.4% |
| MKL | Sell | MARKEL CORP | $2,390,000 | -1.8% | 1,937 | -4.9% | 0.04% | -2.3% |
| AFIF | Sell | TWO RDS SHARED TRanfield unvl etf | $2,431,000 | -63.4% | 254,072 | -63.2% | 0.04% | -64.2% |
| IOO | Sell | ISHARES TRglobal 100 etf | $2,345,000 | +5.3% | 30,064 | -3.9% | 0.04% | +5.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $2,338,000 | +5.6% | 30,629 | -1.9% | 0.04% | +5.0% |
| CSGP | Sell | COSTAR GROUP INC | $2,371,000 | -8.9% | 29,998 | -0.8% | 0.04% | -10.6% |
| OEF | Sell | ISHARES TRs&p 100 etf | $2,360,000 | +8.1% | 10,771 | -2.6% | 0.04% | +7.7% |
| AAON | Sell | AAON INC | $2,319,000 | +3.5% | 29,199 | -14.9% | 0.04% | +2.5% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,281,000 | +12.0% | 37,770 | -0.7% | 0.04% | +10.8% |
| AIG | Sell | AMERICAN INTL GROUP INC | $2,266,000 | +0.2% | 39,856 | -3.2% | 0.04% | -2.4% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $2,191,000 | -0.3% | 10,391 | -8.9% | 0.04% | -2.5% |
| DCT | Sell | DUCK CREEK TECHNOLOGIES INC | $2,185,000 | -37.4% | 72,578 | -8.0% | 0.04% | -38.1% |
| EBAY | Sell | EBAY INC. | $2,184,000 | -24.6% | 32,847 | -21.0% | 0.04% | -25.0% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $2,189,000 | -1.1% | 20,988 | -0.1% | 0.04% | -2.5% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $2,193,000 | -11.6% | 5,332 | -9.5% | 0.04% | -13.3% |
| MTCH | Sell | MATCH GROUP INC NEW | $2,157,000 | -18.7% | 16,313 | -3.5% | 0.04% | -20.8% |
| GHYB | Sell | GOLDMAN SACHS ETF TRaccess hig yld | $2,142,000 | -2.3% | 43,087 | -1.5% | 0.04% | -5.0% |
| FDX | Sell | FEDEX CORP | $2,160,000 | -54.6% | 8,353 | -61.5% | 0.04% | -55.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,126,000 | -76.6% | 19,492 | -76.3% | 0.04% | -76.8% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $2,093,000 | +19.5% | 19,579 | -0.1% | 0.04% | +15.6% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $2,064,000 | -13.2% | 11,077 | -29.5% | 0.04% | -14.0% |
| VSMV | Sell | VICTORY PORTFOLIOS II | $2,022,000 | +5.8% | 48,026 | -4.0% | 0.04% | +2.9% |
| ABB | Sell | ABB LTDsponsored adr | $2,005,000 | +12.6% | 52,534 | -1.6% | 0.04% | +12.5% |
| CBRE | Sell | CBRE GROUP INCcl a | $1,964,000 | +7.6% | 18,096 | -3.4% | 0.04% | +6.1% |
| GRID | Sell | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $1,968,000 | +8.8% | 19,166 | -1.9% | 0.04% | +6.1% |
| GSHD | Sell | GOOSEHEAD INS INC | $1,912,000 | -22.0% | 14,699 | -8.6% | 0.03% | -22.7% |
| IDXX | Sell | IDEXX LABS INC | $1,887,000 | -3.1% | 2,866 | -8.5% | 0.03% | -2.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,879,000 | -4.3% | 20,174 | -27.0% | 0.03% | -5.7% |
| EMN | Sell | EASTMAN CHEM CO | $1,876,000 | -15.1% | 15,514 | -29.2% | 0.03% | -17.5% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $1,830,000 | +20.8% | 25,298 | -0.4% | 0.03% | +22.2% |
| IXUS | Sell | ISHARES TRcore msci total | $1,805,000 | -10.6% | 25,440 | -10.5% | 0.03% | -11.1% |
| BYLD | Sell | ISHARES TRyld optim bd | $1,815,000 | -41.6% | 72,659 | -41.3% | 0.03% | -42.9% |
| CWEN | Sell | CLEARWAY ENERGY INCcl c | $1,789,000 | +10.3% | 49,664 | -7.3% | 0.03% | +10.3% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $1,722,000 | -0.6% | 11,606 | -1.5% | 0.03% | 0.0% |
| MMS | Sell | MAXIMUS INC | $1,760,000 | -17.5% | 22,089 | -13.9% | 0.03% | -20.5% |
| TWLO | Sell | TWILIO INCcl a | $1,740,000 | -27.5% | 6,609 | -12.2% | 0.03% | -27.9% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,693,000 | -32.0% | 27,831 | -31.3% | 0.03% | -33.3% |
| UCON | Sell | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,665,000 | -63.0% | 63,139 | -62.7% | 0.03% | -63.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,703,000 | -23.6% | 16,861 | -28.7% | 0.03% | -25.0% |
| BBY | Sell | BEST BUY INC | $1,701,000 | -13.3% | 16,742 | -9.8% | 0.03% | -14.3% |
| WWJD | Sell | NORTHERN LTS FD TR IVintrntinl esg | $1,679,000 | -9.5% | 53,818 | -1.0% | 0.03% | -11.8% |
| YUMC | Sell | YUM CHINA HLDGS INC | $1,628,000 | -22.0% | 32,666 | -9.1% | 0.03% | -23.7% |
| USHY | Sell | ISHARES TRbroad usd high | $1,613,000 | -3.9% | 39,157 | -3.2% | 0.03% | -3.3% |
| SBNY | Sell | SIGNATURE BK NEW YORK N Y | $1,637,000 | -32.1% | 5,060 | -42.9% | 0.03% | -34.1% |
| HUBS | Sell | HUBSPOT INC | $1,513,000 | -33.4% | 2,296 | -31.7% | 0.03% | -34.1% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $1,532,000 | -0.9% | 18,146 | -3.8% | 0.03% | -3.6% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,532,000 | +1.6% | 11,604 | -5.5% | 0.03% | 0.0% |
| NCNO | Sell | NCINO INC | $1,472,000 | -33.4% | 26,831 | -13.8% | 0.03% | -35.0% |
| TMUS | Sell | T-MOBILE US INC | $1,464,000 | -58.2% | 12,619 | -54.0% | 0.03% | -58.7% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $1,464,000 | -11.7% | 21,877 | -11.8% | 0.03% | -13.3% |
| EIX | Sell | EDISON INTL | $1,467,000 | +17.2% | 21,497 | -4.8% | 0.03% | +13.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,413,000 | -18.7% | 19,336 | -17.3% | 0.02% | -19.4% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,411,000 | +4.1% | 7,370 | -3.1% | 0.02% | +4.2% |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $1,413,000 | +0.9% | 13,650 | -10.2% | 0.02% | 0.0% |
| VMC | Sell | VULCAN MATLS CO | $1,399,000 | -35.7% | 6,742 | -47.6% | 0.02% | -35.9% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,416,000 | -17.1% | 33,327 | -15.3% | 0.02% | -19.4% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,407,000 | -61.3% | 39,914 | -62.4% | 0.02% | -62.1% |
| GMAB | Sell | GENMAB A/Ssponsored ads | $1,429,000 | -13.7% | 36,111 | -4.6% | 0.02% | -16.7% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $1,422,000 | +3.9% | 19,416 | -2.3% | 0.02% | 0.0% |
| DVY | Sell | ISHARES TRselect divid etf | $1,368,000 | -25.9% | 11,163 | -30.6% | 0.02% | -27.3% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,361,000 | -19.6% | 43,920 | -16.3% | 0.02% | -22.6% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $1,290,000 | +18.6% | 3,699 | -0.1% | 0.02% | +15.0% |
| SE | Sell | SEA LTDsponsord ads | $1,300,000 | -36.6% | 5,811 | -9.7% | 0.02% | -37.8% |
| AFL | Sell | AFLAC INC | $1,268,000 | -7.2% | 21,710 | -17.2% | 0.02% | -8.0% |
| SLY | Sell | SPDR SER TRs&p 600 sml cap | $1,274,000 | +0.4% | 12,815 | -4.4% | 0.02% | 0.0% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $1,238,000 | +6.5% | 13,679 | -4.8% | 0.02% | +4.8% |
| NTRA | Sell | NATERA INC | $1,220,000 | -19.3% | 13,068 | -3.6% | 0.02% | -18.5% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $1,248,000 | -90.8% | 13,653 | -90.8% | 0.02% | -91.0% |
| XSVM | Sell | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,222,000 | -1.9% | 22,672 | -8.4% | 0.02% | -4.3% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $1,259,000 | -1.5% | 2,553 | -3.2% | 0.02% | -4.3% |
| QDEF | Sell | FLEXSHARES TRqlt div def idx | $1,208,000 | +0.1% | 20,402 | -10.2% | 0.02% | 0.0% |
| ABEV | Sell | AMBEV SAsponsored adr | $1,249,000 | -4.4% | 446,086 | -5.7% | 0.02% | -8.3% |
| DOX | Sell | AMDOCS LTD | $1,183,000 | -22.9% | 15,809 | -22.0% | 0.02% | -25.0% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,172,000 | -16.6% | 23,056 | -16.1% | 0.02% | -16.0% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,193,000 | -16.5% | 203,246 | -6.3% | 0.02% | -19.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,146,000 | -40.8% | 6,901 | -42.9% | 0.02% | -42.9% |
| ALL | Sell | ALLSTATE CORP | $1,103,000 | -62.4% | 9,379 | -59.3% | 0.02% | -62.3% |
| EWL | Sell | ISHARES INCmsci switzerland | $1,140,000 | -56.3% | 21,614 | -61.4% | 0.02% | -57.4% |
| VTRS | Sell | VIATRIS INC | $1,119,000 | -10.8% | 82,741 | -10.7% | 0.02% | -13.0% |
| ATHM | Sell | AUTOHOME INCsp ads rp cl a | $1,060,000 | -49.8% | 35,964 | -20.0% | 0.02% | -50.0% |
| EWG | Sell | ISHARES INCmsci germany etf | $1,051,000 | -58.1% | 32,058 | -57.9% | 0.02% | -57.8% |
| ABCB | Sell | AMERIS BANCORP | $1,063,000 | -6.8% | 21,387 | -2.8% | 0.02% | -9.5% |
| DBEM | Sell | DBX ETF TRxtrack msci emrg | $1,087,000 | -7.5% | 41,059 | -5.0% | 0.02% | -9.5% |
| AEE | Sell | AMEREN CORP | $1,089,000 | +6.8% | 12,236 | -2.8% | 0.02% | +5.6% |
| GVI | Sell | ISHARES TRintrm gov cr etf | $1,085,000 | -40.3% | 9,538 | -39.5% | 0.02% | -42.4% |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $1,049,000 | -21.9% | 10,256 | -16.0% | 0.02% | -20.8% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $1,023,000 | -3.6% | 46,933 | -5.7% | 0.02% | -5.3% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $1,001,000 | -82.2% | 13,149 | -82.9% | 0.02% | -82.4% |
| IAI | Sell | ISHARES TRus br del se etf | $1,010,000 | -8.7% | 9,169 | -13.5% | 0.02% | -10.0% |
| CONE | Exit | CYRUSONE INC | $0 | – | -13,263 | -100.0% | -0.02% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -2,778 | -100.0% | -0.02% | – |
| MAX | Exit | MEDIAALPHA INCcl a | $0 | – | -55,102 | -100.0% | -0.02% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -13,259 | -100.0% | -0.02% | – |
| CAE | Exit | CAE INC | $0 | – | -34,881 | -100.0% | -0.02% | – |
| EVR | Exit | EVERCORE INCclass a | $0 | – | -7,930 | -100.0% | -0.02% | – |
| FMAY | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $0 | – | -28,576 | -100.0% | -0.02% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -3,573 | -100.0% | -0.02% | – |
| QURE | Exit | UNIQURE NV | $0 | – | -33,051 | -100.0% | -0.02% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -11,449 | -100.0% | -0.02% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -22,154 | -100.0% | -0.02% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -10,745 | -100.0% | -0.02% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -16,605 | -100.0% | -0.02% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -29,972 | -100.0% | -0.02% | – |
| FJUL | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -32,110 | -100.0% | -0.02% | – |
| CAR | Exit | AVIS BUDGET GROUP | $0 | – | -10,542 | -100.0% | -0.02% | – |
| LOGI | Exit | LOGITECH INTL S A | $0 | – | -14,021 | -100.0% | -0.02% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -31,830 | -100.0% | -0.02% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -15,187 | -100.0% | -0.02% | – |
| SPD | Exit | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $0 | – | -39,741 | -100.0% | -0.02% | – |
| BFAM | Exit | BRIGHT HORIZONS FAM SOL IN D | $0 | – | -8,985 | -100.0% | -0.02% | – |
| CM | Exit | CANADIAN IMP BK COMM | $0 | – | -11,512 | -100.0% | -0.02% | – |
| CS | Exit | CREDIT SUISSE GROUPsponsored adr | $0 | – | -131,968 | -100.0% | -0.02% | – |
| FAUG | Exit | FIRST TR EXCHNG TRADED FD VIvest us buffer | $0 | – | -38,412 | -100.0% | -0.02% | – |
| EWN | Exit | ISHARES INCmsci netherl etf | $0 | – | -27,628 | -100.0% | -0.02% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -27,793 | -100.0% | -0.02% | – |
| GRN | Exit | BARCLAYS BK PLCetn 49 | $0 | – | -57,016 | -100.0% | -0.02% | – |
| PCY | Exit | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $0 | – | -55,492 | -100.0% | -0.03% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -10,302 | -100.0% | -0.03% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -40,612 | -100.0% | -0.03% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -92,737 | -100.0% | -0.03% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -31,492 | -100.0% | -0.03% | – |
| CSF | Exit | VICTORY PORTFOLIOS II | $0 | – | -25,620 | -100.0% | -0.03% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -293,584 | -100.0% | -0.03% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -9,783 | -100.0% | -0.03% | – |
| FNCL | Exit | FIDELITY COVINGTON TRUSTmsci finls idx | $0 | – | -34,129 | -100.0% | -0.03% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -53,657 | -100.0% | -0.04% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -7,076 | -100.0% | -0.04% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -15,160 | -100.0% | -0.04% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -24,506 | -100.0% | -0.04% | – |
| CEMB | Exit | ISHARES INCjp mrg em crp bd | $0 | – | -42,440 | -100.0% | -0.04% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -7,793 | -100.0% | -0.04% | – |
| FDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $0 | – | -78,551 | -100.0% | -0.05% | – |
| DJAN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -97,145 | -100.0% | -0.06% | – |
| DDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $0 | – | -110,220 | -100.0% | -0.06% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -96,966 | -100.0% | -0.07% | – |
| CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -73,238 | -100.0% | -0.11% | – |
| UAUG | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -417,881 | -100.0% | -0.22% | – |
| KDFI | Exit | KRANESHARES TRkya dynmc inc | $0 | – | -581,563 | -100.0% | -0.22% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Peak Capital Management LLC #10
- Belpointe Asset Management LLC #12
- CENTAURUS FINANCIAL, INC. #14
- WealthBridge Capital Management, LLC #15
- Cascadia Advisory Services, LLC #16
- Wealth Alliance #18
- F3Logic, LLC #19
- Vivaldi Capital Management LP #2
- Summit Financial, LLC #20
- Curran Financial Partners, LLC #4
- Ausdal Financial Partners, Inc. #5
- FIRST FINANCIAL EQUITY CORPORATION #6
- OneAscent Financial Services LLC #7
- Pinnacle Wealth Planning Services, Inc. #9
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 8.9% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES INC | 42 | Q3 2023 | 2.5% |
| PIMCO ETF TR | 42 | Q3 2023 | 4.8% |
| META PLATFORMS INC | 42 | Q3 2023 | 1.1% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 0.9% |
| CISCO SYS INC | 42 | Q3 2023 | 1.0% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 0.8% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.9% |
View Atria Investments, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-16 |
View Atria Investments, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.