ATRIA INVESTMENTS LLC

CIK
0001535865
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

1,161 positions · $4,678,121,805 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
408,397 $197,508,957 4.22%
NVDA
Nvidia Corp
Technology
981,861 $183,117,076 3.91%
AMZN
Amazon Com Inc
Consumer Cyclical
496,116 $114,513,495 2.45%
AAPL
Apple Inc.
Technology
402,411 $109,399,454 2.34%
QQQ
Invesco Qqq Trust, Series 1
151,647 $93,158,268 1.99%
SPY
Spdr S&P 500 Etf Trust
135,956 $92,711,115 1.98%
AVGO
Broadcom Inc.
Technology
266,892 $92,371,321 1.97%
GOOGL
Alphabet Inc.
Communication Services
287,528 $89,996,264 1.92%
GLD
Spdr Gold Trust
214,092 $84,846,800 1.81%
META
Meta Platforms, Inc.
Communication Services
128,337 $84,713,970 1.81%

Portfolio Trend

36 quarters · across all stocks

Holdings in DBA

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2025-12-31 $634,069 24,846
2025-09-30 $592,118 22,127
2025-06-30 $504,878 19,307
2025-03-31 $489,897 18,599
2024-12-31 $419,749 15,786
2024-09-30 $402,255 15,418
2024-06-30 $966,970 40,629