Notify me when Atria Investments, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,003 | $8.75B | +$617M | -$806M | -$189M | MSFT, NVDA, IVV, AMZN, AAPL | 13F-HR | 11/6/2025, 01:38 PM |
| Q2 2025 | 1,982 | $8.47B | +$873M | -$792M | +$80.4M | MSFT, NVDA, IVV, AMZN, META | 13F-HR | 8/4/2025, 11:33 AM |
| Q1 2025 | 1,890 | $7.8B | +$789M | -$842M | -$53.4M | MSFT, IVV, AMZN, NVDA, AAPL | 13F-HR | 5/6/2025, 04:00 PM |
| Q4 2024 | 1,846 | $8.04B | +$695M | -$608M | +$87.4M | MSFT, IVV, NVDA, AMZN, OACP | 13F-HR | 2/6/2025, 02:28 PM |
| Q3 2024 | 1,895 | $8.05B | +$663M | -$730M | -$66.9M | MSFT, IVV, OACP, NVDA, AMZN | 13F-HR | 11/1/2024, 03:26 PM |
| Q2 2024 | 1,907 | $7.72B | +$1.07B | -$547M | +$523M | MSFT, IVV, NVDA, OACP, AMZN | 13F-HR | 8/13/2024, 11:45 AM |
| Q1 2024 | 963 | $7.27B | +$819M | -$454M | +$365M | MSFT, IVV, OACP, AMZN, NVDA | 13F-HR | 5/21/2024, 02:07 PM |
| Q4 2023 | 891 | $6.46B | +$866M | -$536M | +$330M | IVV, MSFT, OACP, AAPL, AMZN | 13F-HR | 2/14/2024, 04:09 PM |
| Q3 2023 | 842 | $5.61B | +$684M | -$412M | +$272M | IVV, MSFT, OACP, AAPL, SPY | 13F-HR | 11/7/2023, 10:42 AM |
| Q2 2023 | 825 | $5.54B | +$539M | -$526M | +$12.8M | IVV, MSFT, OACP, BSV, OAIM | 13F-HR | 8/4/2023, 12:46 PM |
| Q1 2023 | 810 | $5.28B | +$792M | -$596M | +$196M | IVV, MSFT, BSV, OACP, OAIM | 13F-HR | 5/10/2023, 04:54 PM |
| Q4 2022 | 763 | $4.88B | +$475M | -$459M | +$16.2M | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 1/31/2023, 04:12 PM |
| Q3 2022 | 734 | $4.53B | +$537M | -$451M | +$85.9M | BSV, IVV, OACP, MSFT, SPY | 13F-HR | 11/1/2022, 09:32 AM |
| Q2 2022 | 747 | $4.77B | +$822M | -$1.02B | -$193M | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 8/11/2022, 03:49 PM |
| Q1 2022 | 854 | $5.71B | +$897M | -$468M | +$429M | IVV, MSFT, SPY, ESGU, AAPL | 13F-HR | 5/2/2022, 11:29 AM |
| Q4 2021 | 839 | $5.61B | +$728M | -$1.04B | -$309M | MSFT, IVV, AAPL, SPY, ESGU | 13F-HR | 2/3/2022, 09:40 PM |
| Q3 2021 | 782 | $5.54B | +$875M | -$461M | +$414M | SPY, QQQ, VIG, MSFT, IEFA | 13F-HR | 11/16/2021, 11:53 AM |
| Q2 2021 | 761 | $5.18B | +$856M | -$427M | +$430M | SPY, IJR, VIG, QQQ, MSFT | 13F-HR | 8/10/2021, 11:52 AM |
| Q1 2021 | 702 | $4.52B | +$747M | -$532M | +$215M | IJR, SPY, IEMG, IEFA, QQQ | 13F-HR | 5/10/2021, 05:47 PM |
| Q4 2020 | 668 | $4.14B | +$929M | -$380M | +$549M | QQQ, IJR, IEMG, IEFA, SPY | 13F-HR | 2/12/2021, 07:37 AM |
| Q3 2020 | 579 | $3.29B | +$652M | -$414M | +$238M | QQQ, SPY, LQD, IEMG, VGIT | 13F-HR | 11/4/2020, 09:51 PM |
| Q2 2020 | 511 | $2.92B | +$1.79B | -$356M | +$1.44B | LQD, TLT, EMB, QQQ, SPY | Restatement | 9/22/2020, 09:41 AM |
| Q1 2020 | 585 | $1.3B | +$264M | -$2.37B | -$2.11B | SPY, BIL, VGIT, AAPL, FIXD | 13F-HR | 5/15/2020, 01:23 PM |
| Q4 2019 | 1,193 | $3.69B | +$1.05B | -$304M | +$742M | SPY, QQQ, VGIT, SPLG, VMBS | 13F-HR | 2/11/2020, 01:55 PM |
| Q3 2019 | 851 | $2.81B | +$266M | -$194M | +$72.1M | SPY, VIG, QQQ, VGIT, VMBS | 13F-HR | 11/14/2019, 09:45 AM |
| Q2 2019 | 957 | $2.67B | +$856M | -$500M | +$355M | SPY, VIG, QQQ, VGIT, LQD | Restatement | 8/26/2019, 08:31 AM |
| Q1 2019 | 949 | $2.25B | +$697M | -$859M | -$162M | BND, SPY, LQD, VIG, ITOT | 13F-HR | 5/15/2019, 11:42 AM |
| Q4 2018 | 875 | $2.26B | +$858M | -$828M | +$30.6M | BND, IEF, VTI, TLT, SHY | 13F-HR | 2/11/2019, 08:53 PM |
| Q3 2018 | 971 | $2.53B | +$448M | -$289M | +$159M | VTI, SPY, IJR, IVV, QQQ | 13F-HR | 10/9/2018, 09:03 AM |
| Q2 2018 | 949 | $2.28B | +$511M | -$335M | +$176M | VTI, SPY, IJR, IVV, IJH | 13F-HR | 7/13/2018, 08:52 AM |
| Q1 2018 | 868 | $2.07B | +$314M | -$228M | +$86M | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 4/30/2018, 03:27 PM |
| Q4 2017 | 814 | $2.01B | +$328M | -$227M | +$101M | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 1/12/2018, 05:45 PM |
| Q3 2017 | 787 | $1.84B | +$251M | -$109M | +$142M | VTI, SPY, VWO, BND, IJR | 13F-HR | 10/12/2017, 11:04 AM |
| Q2 2017 | 750 | $1.63B | +$220M | -$155M | +$65.6M | VTI, SPY, BND, IJR, IVV | 13F-HR | 7/10/2017, 05:34 PM |
| Q1 2017 | 676 | $1.54B | +$306M | -$112M | +$194M | VTI, SPY, IJR, BND, IVV | 13F-HR | 4/14/2017, 10:26 AM |
| Q4 2016 | 630 | $1.31B | +$329M | -$117M | +$212M | VTI, SPY, BND, IJR, IJH | 13F-HR | 1/13/2017, 05:25 PM |
| Q3 2016 | 545 | $1.09B | +$209M | -$68.4M | +$141M | VTI, BND, SPY, IJR, IJH | 13F-HR | 10/12/2016, 04:38 PM |
| Q2 2016 | 468 | $926M | +$139M | -$110M | +$28.4M | VTI, BND, SPY, IJR, IJH | 13F-HR | 7/11/2016, 09:28 PM |
| Q1 2016 | 439 | $880M | +$157M | -$239M | -$81.6M | VTI, BND, SPY, IJR, AGG | 13F-HR | 4/18/2016, 06:59 PM |
| Q4 2015 | 396 | $910M | +$258M | -$62.1M | +$195M | VTI, SPY, BND, IJR, AGG | 13F-HR | 1/13/2016, 08:15 PM |
| Q3 2015 | 342 | $723M | +$96.7M | -$173M | -$76.1M | VTI, BND, SPY, MINT, AGG | Restatement | 11/16/2015, 10:21 AM |
| Q2 2015 | 395 | $852M | +$108M | -$129M | -$21.6M | VTI, BND, SPY, VXUS, AGG | 13F-HR | 7/31/2015, 08:26 PM |
| Q1 2015 | 399 | $884M | +$151M | -$219M | -$67.9M | VTI, SPY, BND, AGG, BNDX | 13F-HR | 4/13/2015, 04:37 PM |
| Q4 2014 | 411 | $941M | +$145M | -$208M | -$63.2M | VTI, BND, AGG, VUG, VYM | 13F-HR | 1/12/2015, 07:52 AM |
| Q3 2014 | 455 | $978M | +$96.7M | -$110M | -$12.9M | VTI, BND, VUG, VYM, BNDX | 13F-HR | 11/12/2014, 06:27 AM |
| Q2 2014 | 416 | $1B | +$157M | -$163M | -$6.72M | VTI, BND, VUG, VYM, BNDX | 13F-HR | 7/21/2014, 05:05 PM |
| Q1 2014 | 421 | $981M | +$168M | -$202M | -$33.3M | VTI, BND, VYM, BNDX, VUG | 13F-HR | 5/12/2014, 04:52 PM |
| Q4 2013 | 439 | $1B | $0 | $0 | VTI, BND, BNDX, VUG, VYM | 13F-HR | 1/9/2014, 07:13 AM |