Atria Investments, Inc

CIK
1535865
City
Charlotte
State / Country
NC

Top Portfolio Positions

1,302 positions · $4,658,480,297 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
965,738 $168,424,707 3.62%
MSFT
Microsoft Corp
Technology
378,958 $140,278,882 3.01%
GLD
Spdr Gold Trust
268,197 $115,402,487 2.48%
AAPL
Apple Inc.
Technology
423,596 $107,504,428 2.31%
AMZN
Amazon Com Inc
Consumer Cyclical
443,540 $92,376,075 1.98%
QQQ
Invesco Qqq Trust, Series 1
149,884 $86,510,047 1.86%
GOOGL
Alphabet Inc.
Communication Services
288,814 $83,051,353 1.78%
SPY
Spdr S&P 500 Etf Trust
118,413 $77,008,710 1.65%
AVGO
Broadcom Inc.
Technology
245,852 $76,093,652 1.63%
META
Meta Platforms, Inc.
Communication Services
129,961 $74,354,586 1.60%

Portfolio Trend

37 quarters · across all stocks

Holdings in ETHW

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2026-03-31 $883,620 58,908
2025-12-31 $690,275 32,453
2025-09-30 $710,491 23,826
2025-06-30 $547,127 30,295
2025-03-31 $472,726 36,031
2024-12-31 $511,615 21,344
2024-09-30 $457,176 24,553