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Atria Investments, Inc

2825 SOUTH BLVD SUITE 500, CHARLOTTE, NC 28209 • 888-295-8351

Q2 2025 · Filed 2025-08-04
Market Value
$8.4B
+8.6%
Holdings
2,055
+73
New Purchases
205
Added To
928
Closed
115
Reduced
800
Top 10 Concentration
13.3%
Turnover
15.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KORP 0.54% 0.00% +0.54% $45M
NVDA 1.77% 1.28% +0.49% $149M
MSFT 2.51% 2.03% +0.48% $211M
AVGO 0.86% 0.56% +0.30% $72M
EFV 0.64% 0.42% +0.22% $54M
META 1.17% 0.95% +0.21% $98M
THRO 0.23% 0.02% +0.21% $19M
IEMG 0.81% 0.60% +0.20% $68M
ORCL 0.65% 0.46% +0.20% $55M
NFLX 0.77% 0.57% +0.20% $64M
FSMD 0.19% 0.00% +0.19% $16M
SPMO 0.17% 0.02% +0.15% $15M
SJNK 0.22% 0.07% +0.15% $18M
JPST 0.24% 0.09% +0.15% $20M
GLD 0.72% 0.58% +0.13% $60M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHYG 0.03% 0.42% -0.39% $2M
LQD 0.27% 0.61% -0.34% $23M
UNH 0.21% 0.50% -0.30% $17M
AAPL 0.98% 1.25% -0.27% $82M
IVV 1.64% 1.88% -0.24% $138M
FLTR 0.04% 0.22% -0.17% $4M
FLQL 0.02% 0.19% -0.17% $2M
IUSB 0.65% 0.82% -0.16% $55M
EMXC 0.05% 0.21% -0.16% $4M
USPX 0.02% 0.18% -0.16% $2M
BKLN 0.01% 0.16% -0.15% $1M
BUFZ 0.02% 0.16% -0.14% $2M
COWZ 0.09% 0.23% -0.14% $8M
ABBV 0.39% 0.51% -0.12% $33M
BRK-B 0.31% 0.43% -0.11% $26M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 58.0%
Technology 12.0%
Industrials 6.0%
Healthcare 5.7%
Consumer Cyclical 4.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $2.6B 31.1%
Large Cap 886 $4.1B 49.0%
Mid Cap 619 $916M 10.9%
Small Cap 342 $526M 6.3%
Micro Cap 129 $227M 2.7%

Portfolio Analytics

Avg Market Cap
$51.7B
Median Market Cap
$8.7B
Avg P/E
32.7
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
1,314
# ETFs / Funds
741

Top Holdings (2,055 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 2.51% 424,749 $211M $497.41 $54M +6,046 +1.4%
2 NVDA 1.77% 942,208 $149M $157.99 $50M +29,479 +3.2%
3 IVV 1.64% 222,315 $138M $620.90 -$7M -36,568 -14.1%
4 AMZN 1.39% 533,367 $117M $219.39 $13M -12,537 -2.3%
5 META 1.17% 132,802 $98M $738.09 $24M +4,909 +3.8%
6 VOO 1.11% 163,603 $93M $568.03 $7M -3,292 -2.0%
7 QQQ 0.98% 149,444 $82M $551.64 $15M +5,593 +3.9%
8 AAPL 0.98% 401,172 $82M $205.17 -$15M -35,732 -8.2%
9 VUG 0.88% 169,030 $74M $438.40 $9M -7,012 -4.0%
10 VTV 0.87% 411,778 $73M $176.74 $490K -6,700 -1.6%
11 SPY 0.87% 117,753 $73M $617.85 $9M +3,328 +2.9%
12 AVGO 0.86% 262,073 $72M $275.65 $29M +4,099 +1.6%
13 VEA 0.84% 1,240,653 $71M $57.01 $5M -60,527 -4.7%
14 JPM 0.82% 238,357 $69M $289.91 $8M -9,322 -3.8%
15 V 0.81% 191,327 $68M $355.05 $1M +1,234 +0.7%
16 IEMG 0.81% 1,130,199 $68M $60.03 $21M +265,735 +30.7%
17 NFLX 0.77% 48,000 $64M $1,339.12 $20M +874 +1.9%
18 GLD 0.72% 197,582 $60M $304.83 $15M +40,641 +25.9%
19 QUAL 0.71% 324,996 $59M $182.82 $9M +27,820 +9.4%
20 ORCL 0.65% 251,578 $55M $218.63 $20M -464 -0.2%
21 IUSB 0.65% 1,186,494 $55M $46.23 -$8M -182,163 -13.3%
22 GOOGL 0.65% 307,714 $54M $176.23 $6M -997 -0.3%
23 EFV 0.64% 849,856 $54M $63.48 $22M +301,508 +55.0%
24 IEFA 0.62% 624,071 $52M $83.48 $7M +21,577 +3.6%
25 DIA 0.61% 116,535 $51M $440.65 $3M +1,469 +1.3%
26 IVW 0.57% 437,502 $48M $110.10 $5M -26,063 -5.6%
27 DYNF 0.57% 877,030 $48M $54.46 $9M +72,519 +9.0%
28 OACP 0.56% 2,058,145 $47M $22.79 $9M +387,547 +23.2%
29 KORP 0.54% 958,522 $45M $47.07 +958,522 NEW
30 MA 0.52% 78,128 $44M $561.94 $1M -34 -0.0%
31 OAIM 0.52% 1,144,587 $44M $38.19 $5M -20,168 -1.7%
32 GOOG 0.47% 224,324 $40M $177.39 $3M -13,126 -5.5%
33 IVE 0.45% 193,306 $38M $195.42 $9M +41,251 +27.1%
34 TSLA 0.44% 115,104 $37M $317.66 $6M -4,253 -3.6%
35 JNJ 0.43% 238,582 $36M $152.75 -$4M -4,444 -1.8%
36 LLY 0.43% 46,517 $36M $779.53 -$3M -1,302 -2.7%
37 EFA 0.42% 394,002 $35M $89.39 $11M +101,463 +34.7%
38 VTI 0.42% 115,285 $35M $303.93 $6M +9,937 +9.4%
39 ABBV 0.39% 178,373 $33M $185.62 -$7M -10,819 -5.7%
40 TSM 0.38% 142,052 $32M $226.49 $9M -537 -0.4%
41 WMT 0.38% 327,071 $32M $97.78 $2M -15,012 -4.4%
42 PM 0.38% 175,105 $32M $182.13 $5M +6,697 +4.0%
43 CVX 0.38% 222,290 $32M $143.19 -$6M -2,529 -1.1%
44 VWO 0.36% 616,001 $30M $49.46 $855K -38,277 -5.8%
45 OALC 0.36% 925,763 $30M $32.45 $6M +91,316 +10.9%
46 XOM 0.35% 273,640 $29M $107.80 -$497K +21,434 +8.5%
47 DGRW 0.33% 334,535 $28M $83.74 $3M +15,143 +4.7%
48 BSV 0.33% 349,842 $28M $78.70 $540K +5,021 +1.5%
49 XLK 0.31% 104,180 $26M $253.23 $10M +24,851 +31.3%
50 BRK-B 0.31% 54,149 $26M $485.77 -$7M -7,696 -12.4%
51 ABT 0.30% 184,269 $25M $136.01 $3M +14,185 +8.3%
52 PG 0.29% 154,109 $25M $159.32 -$4M -12,702 -7.6%
53 HD 0.29% 65,933 $24M $366.64 -$2M -4,683 -6.6%
54 ACN 0.28% 79,845 $24M $298.89 $1M +6,659 +9.1%
55 NOW 0.28% 23,113 $24M $1,028.07 $6M +1,250 +5.7%
56 IBM 0.28% 80,548 $24M $294.78 $3M -1,635 -2.0%
57 FIXD 0.28% 536,175 $24M $43.89 -$2M -50,256 -8.6%
58 OEF 0.27% 75,452 $23M $304.35 $11M +31,146 +70.3%
59 DIS 0.27% 183,687 $23M $124.01 $6M +15,067 +8.9%
60 LQD 0.27% 207,684 $23M $109.61 -$25M -229,876 -52.5%
61 CRM 0.27% 82,378 $22M $272.69 -$4M -14,876 -15.3%
62 AVUV 0.27% 245,828 $22M $91.10 $3M +24,228 +10.9%
63 MTUM 0.27% 92,758 $22M $240.32 $4M +2,956 +3.3%
64 VV 0.26% 77,736 $22M $285.30 $2M -1,424 -1.8%
65 SHOP 0.26% 190,823 $22M $115.35 $5M +13,303 +7.5%
66 EFG 0.26% 196,131 $22M $112.00 $3M +9,930 +5.3%
67 IUSG 0.26% 145,409 $22M $150.40 $3M -442 -0.3%
68 IYW 0.26% 124,468 $22M $173.27 $4M -1,162 -0.9%
69 CSCO 0.26% 309,683 $21M $69.38 $2M -12,246 -3.8%
70 WFC 0.25% 264,222 $21M $80.12 $5M +35,123 +15.3%
71 KO 0.25% 296,872 $21M $70.75 -$832K -8,008 -2.6%
72 C 0.25% 243,459 $21M $85.12 $4M +14,728 +6.4%
73 GBIL 0.25% 205,717 $21M $100.15 $3M +26,006 +14.5%
74 BAC 0.24% 434,512 $21M $47.32 $404K -48,520 -10.0%
75 ADP 0.24% 66,536 $21M $308.40 $36K -508 -0.8%
76 BNDX 0.24% 410,259 $20M $49.51 $2M +35,848 +9.6%
77 VBR 0.24% 103,130 $20M $195.01 -$849K -9,384 -8.3%
78 JPST 0.24% 394,684 $20M $50.68 $13M +253,457 +179.5%
79 TMO 0.23% 48,579 $20M $405.46 -$2M +5,041 +11.6%
80 TLH 0.23% 190,796 $19M $101.60 $3M +30,166 +18.8%
81 THRO 0.23% 544,399 $19M $35.58 $18M +503,580 +1233.7%
82 COST 0.23% 19,374 $19M $989.92 -$1M -2,342 -10.8%
83 QCOM 0.23% 120,421 $19M $159.26 $293K -2,522 -2.0%
84 INTU 0.23% 24,266 $19M $787.64 $6M +3,094 +14.6%
85 JAAA 0.23% 376,124 $19M $50.75 $4M +79,607 +26.9%
86 ETN 0.23% 53,430 $19M $356.99 $5M +989 +1.9%
87 SPDW 0.23% 470,480 $19M $40.49 $4M +66,231 +16.4%
88 DGRO 0.23% 297,697 $19M $63.94 -$2M -39,815 -11.8%
89 FTSM 0.23% 316,048 $19M $59.87 -$194K -3,393 -1.1%
90 MCD 0.22% 63,174 $18M $292.17 -$2M -2,018 -3.1%
91 ADBE 0.22% 47,587 $18M $386.88 $3M +7,277 +18.1%
92 ISRG 0.22% 33,787 $18M $543.41 $2M +779 +2.4%
93 SCHG 0.22% 627,847 $18M $29.21 $4M +73,547 +13.3%
94 AGG 0.22% 183,506 $18M $99.20 $9M +94,332 +105.8%
95 SJNK 0.22% 711,195 $18M $25.48 $13M +498,702 +234.7%
96 VGIT 0.21% 299,105 $18M $59.81 $3M +52,504 +21.3%
97 BND 0.21% 241,857 $18M $73.63 -$325K -5,011 -2.0%
98 VBK 0.21% 62,789 $17M $276.94 $2M +2,823 +4.7%
99 UNH 0.21% 55,416 $17M $311.97 -$22M -19,002 -25.5%
100 MMC 0.20% 78,073 $17M $218.64 -$3M -5,044 -6.1%

New Positions

SymbolValue% Port
KORP $45M 0.54%
FSMD $16M 0.19%
BSJQ $9M 0.10%
FCPI $8M 0.10%
FPE $8M 0.10%
BAI $8M 0.09%
IAGG $8M 0.09%
TSPA $7M 0.09%
FESM $6M 0.07%
SPTI $5M 0.06%
EVSM $4M 0.05%
JSI $4M 0.05%
IDMO $4M 0.05%
XHLF $4M 0.04%
HELO $4M 0.04%

Sold Out Positions

SymbolValue% Port
FINV —%
CODI —%
THG —%
WU —%
TEVA —%
NSP —%
FMC —%
BBD —%
MRP —%
PEN —%
NSA —%
AMG —%
WINN —%
BILL —%
OII —%
View SEC EDGAR Filings for Atria Investments, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms