Atria Investments, Inc

Q1 2020 13F Holdings Report, Stock Holdings

Signature - Title
Lisa Faler - Director
Location
Charlotte, NC
Holdings as of
31 Mar 2020
Value $
$1,302,603,000
Num holdings
585
Filing time
15 May 2020, 13:23:37 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, BIL, VGIT, AAPL, and FIXD.
Previous filing
Q4 2019 - 11 Feb 2020
Next filing
Q2 2020 - 22 Sep 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 compared to 2019 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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
Lisa Faler Director Charlotte, North Carolina 13 May 2020

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

Other Included Managers (13):

Num Name Location File Number
1 FIRST FINANCIAL EQUITY CORPORATION Scottsdale, AZ 028-18080
10 Compton Wealth Advisory Group, LLC Virginia Beach, VA 028-19117
11 Peak Capital Management LLC Greenwood Village, CO 028-18093
12 Darwin Wealth Management, LLC Tampa, FL 028-17491
13 WealthBridge Capital Management, LLC Westerville, OH 028-19275
2 Vivaldi Capital Management LP Chicago, IL 028-18047
3 CENTAURUS FINANCIAL, INC. Anaheim, CA 028-18315
4 Belpointe Asset Management LLC Reno, NV 028-18182
5 Ausdal Financial Partners, Inc. Davenport, IA 028-17378
6 Executive Wealth Management, LLC Brighton, MI 028-19423
7 Pinnacle Wealth Planning Services, Inc. Mansfield, OH 028-18382
8 Trek Financial, LLC Scottsdale, AZ 028-19440
9 WEALTHSOURCE PARTNERS, LLC San Luis Obispo, CA 028-17456