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 | Open |
|---|---|---|---|---|---|
| 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
Holdings in LDP
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,453,156 | 72,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,097,452 | 51,840 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,036,822 | 47,846 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,970,003 | 189,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $809,920 | 39,780 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $688,840 | 34,101 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $640,689 | 29,457 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,122,513 | 307,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,305,923 | 314,040 | Shares | Sole | 2024-05-21 | |
| No 13F history on record for this holder in this stock. | ||||||