Atria Investments, Inc

Q1 2021 13F Holdings Report, Stock Holdings

Signature - Title
Lisa Faler - Director
Location
Charlotte, NC
Holdings as of
31 Mar 2021
Value $
$4,518,016,000
Num holdings
702
Filing time
10 May 2021, 17:47:33 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IJR, SPY, IEMG, IEFA, and QQQ.
Previous filing
Q4 2020 - 12 Feb 2021
Next filing
Q2 2021 - 10 Aug 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q1 compared to 2020 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 06 May 2021

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