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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ATRIA INVESTMENTS LLC INSTITUTION : ATRIA INVESTMENTS LLC
ATRIA INVESTMENTS LLC Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 129,157,000 435,209 4.60%
VANGUARD GROUP    (DIV APP ETF) VIG 84,469,000 706,379 3.01%
INVESCO QQQ TR    (UNIT SER 1) 73,177,000 387,572 2.60%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 71,214,000 1,068,159 2.53%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 64,441,000 1,209,941 2.29%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 62,514,000 1,793,792 2.22%
ISHARES TR    (IBOXX INV CP ETF) LQD 60,656,000 475,807 2.16%
ISHARES TR    (20 YR TR BD ETF) TLT 54,615,000 381,707 1.94%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 52,524,000 1,002,230 1.87%
ISHARES TR    (CORE S&P TTL STK) ISI 50,284,000 749,719 1.79%
ISHARES TR    (MSCI MIN VOL ETF) USMV 46,840,000 730,730 1.66%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 45,926,000 543,953 1.63%
ISHARES TR    (CORE S&P500 ETF) IVV 43,186,000 144,668 1.53%
ISHARES INC    (CORE MSCI EMKT) IEMG 34,263,000 698,959 1.22%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 30,742,000 628,800 1.09%
ISHARES TR    (CORE MSCI EAFE) IEFA 29,724,000 486,718 1.05%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 28,866,000 265,457 1.02%
MICROSOFT CORP    (COM) MSFT 27,953,000 201,061 0.99%
APPLE INC    (COM) AAPL 26,765,000 119,502 0.95%
ISHARES TR    (MSCI EAFE ETF) EFA 24,295,000 372,562 0.86%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 23,761,000 578,411 0.84%
ISHARES TR    (IBOXX HI YD ETF) HYG 21,207,000 243,286 0.75%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 20,130,000 133,312 0.71%
ISHARES TR    (1 3 YR TREAS BD) SHY 19,938,000 235,059 0.71%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 18,839,000 212,323 0.67%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 18,394,000 317,683 0.65%
ISHARES TR    (JPMORGAN USD EMG) EMB 18,249,000 160,995 0.65%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 17,971,000 635,230 0.64%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 17,208,000 292,504 0.61%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 15,843,000 407,387 0.56%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 15,282,000 91,904 0.54%
PROCTER & GAMBLE CO    (COM) PG 15,107,000 121,455 0.53%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRIGHT) 15,077,000 570,434 0.53%
ISHARES TR    (CORE S&P SCP ETF) IJR 15,013,000 192,870 0.53%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 14,788,000 54,247 0.52%
VANGUARD INDEX FDS    (VALUE ETF) VTV 13,754,000 123,219 0.49%
NORTHERN LTS FD TR IV    (INSPIRE CORP) 13,440,000 523,457 0.47%
ISHARES TR    (FLTG RATE NT ETF) FLOT 12,983,000 254,728 0.46%
FACEBOOK INC    (CL A) FB 12,715,000 71,400 0.45%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 12,579,000 451,173 0.44%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 12,170,000 151,120 0.43%
CHEVRON CORP NEW    (COM) CVX 12,038,000 101,502 0.42%
ISHARES TR    (US TREAS BD ETF) GOVT 11,955,000 454,138 0.42%
WALMART INC    (COM) WMT 11,853,000 99,878 0.42%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 11,753,000 346,798 0.41%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 11,610,000 230,635 0.41%
MASTERCARD INC    (CL A) MA 11,348,000 41,785 0.40%
HOME DEPOT INC    (COM) HD 11,255,000 48,507 0.40%
SPDR SERIES TRUST    (SSGA US LRG ETF) LGLV 11,052,000 99,140 0.39%
VERIZON COMMUNICATIONS INC    (COM) VZ 10,869,000 180,078 0.38%
AMAZON COM INC    (COM) AMZN 10,847,000 6,249 0.38%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 10,737,000 188,079 0.38%
SPDR GOLD TRUST    (GOLD SHS) GLD 10,645,000 76,653 0.37%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 10,617,000 131,417 0.37%
ISHARES TR    (CORE US AGGBD ET) AGG 10,477,000 92,576 0.37%
JOHNSON & JOHNSON    (COM) JNJ 10,350,000 79,997 0.36%
ISHARES TR    (3 7 YR TREAS BD) IEI 10,295,000 81,192 0.36%
CISCO SYS INC    (COM) CSCO 10,244,000 207,319 0.36%
ISHARES TR    (TIPS BD ETF) TIP 10,205,000 87,756 0.36%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 10,144,000 65,920 0.36%
VISA INC    (COM CL A) V 10,126,000 58,869 0.36%
DOLLAR GEN CORP NEW    (COM) DG 9,935,000 62,505 0.35%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 9,922,000 184,708 0.35%
ABBOTT LABS    (COM) ABT 9,785,000 116,951 0.34%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 9,698,000 240,876 0.34%
DISNEY WALT CO    (COM DISNEY) DIS 9,075,000 69,633 0.32%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 9,059,000 100,507 0.32%
ALPHABET INC    (CAP STK CL A) GOOGL 8,986,000 7,359 0.32%
JPMORGAN CHASE & CO    (COM) JPM 8,958,000 76,115 0.31%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 8,772,000 45,606 0.31%
MCDONALDS CORP    (COM) MCD 8,415,000 39,195 0.29%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 8,329,000 298,540 0.29%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 8,073,000 80,422 0.28%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 7,916,000 153,226 0.28%
MERCK & CO INC    (COM) MRK 7,909,000 93,949 0.28%
UNITED PARCEL SERVICE INC    (CL B) UPS 7,905,000 65,971 0.28%
ISHARES TR    (USA MOMENTUM FCT) 7,710,000 64,652 0.27%
LOCKHEED MARTIN CORP    (COM) LMT 7,621,000 19,539 0.27%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 7,595,000 74,662 0.27%
PFIZER INC    (COM) PFE 7,342,000 204,332 0.26%
EQUINIX INC    (COM) EQIX 7,333,000 12,713 0.26%
ISHARES TR    (CORE S&P MCP ETF) IJH 7,321,000 37,889 0.26%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 7,276,000 248,149 0.25%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 7,270,000 118,370 0.25%
INVESCO EXCHANGE TRADED FD T    (S&P SML600 GWT) 7,122,000 66,769 0.25%
SELECT SECTOR SPDR TR    (COMMUNICATION) 7,007,000 141,501 0.24%
BLACKROCK INC    (COM) BLK 7,000,000 15,709 0.24%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 6,937,000 67,278 0.24%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 6,851,000 137,303 0.24%
CROWN CASTLE INTL CORP NEW    (COM) CCI 6,720,000 48,344 0.23%
CITIGROUP INC    (COM NEW) C 6,579,000 95,242 0.23%
RAYTHEON CO    (COM NEW) RTN 6,504,000 33,149 0.23%
ALPHABET INC    (CAP STK CL C) GOOG 6,386,000 5,239 0.22%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 6,382,000 39,534 0.22%
ISHARES TR    (MBS ETF) MBB 6,343,000 58,565 0.22%
UNITEDHEALTH GROUP INC    (COM) UNH 6,234,000 28,688 0.22%
COCA COLA CO    (COM) KO 6,128,000 112,570 0.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 6,034,000 82,346 0.21%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 5,833,000 208,305 0.20%
BOOKING HLDGS INC    (COM) 5,695,000 2,902 0.20%
ISHARES TR    (GLOBAL TECH ETF) IXN 5,594,000 30,245 0.19%
ORACLE CORP    (COM) ORCL 5,582,000 101,436 0.19%
DTE ENERGY CO    (COM) DTE 5,365,000 40,354 0.19%
AT&T INC    (COM) T 5,314,000 140,436 0.18%
INTUIT    (COM) INTU 5,305,000 19,947 0.18%
AMGEN INC    (COM) AMGN 5,275,000 27,261 0.18%
COMCAST CORP NEW    (CL A) CMCSA 5,199,000 115,326 0.18%
AMERICAN EXPRESS CO    (COM) AXP 5,193,000 43,906 0.18%
DARDEN RESTAURANTS INC    (COM) DRI 5,146,000 43,532 0.18%
MEDTRONIC PLC    (SHS) MDT 5,102,000 46,972 0.18%
ISHARES TR    (INTRM TR CRP ETF) CIU 5,083,000 87,752 0.18%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 5,041,000 64,941 0.17%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 5,016,000 48,851 0.17%
ENTERGY CORP NEW    (COM) ETR 4,998,000 42,585 0.17%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 4,980,000 76,918 0.17%
TRAVELERS COMPANIES INC    (COM) TRV 4,967,000 33,407 0.17%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 4,945,000 40,967 0.17%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 4,932,000 56,049 0.17%
PAYCHEX INC    (COM) PAYX 4,921,000 59,452 0.17%
UNION PACIFIC CORP    (COM) UNP 4,780,000 29,509 0.17%
VULCAN MATLS CO    (COM) VMC 4,734,000 31,301 0.16%
DOMINION ENERGY INC    (COM) D 4,711,000 58,128 0.16%
AIR PRODS & CHEMS INC    (COM) APD 4,688,000 21,129 0.16%
REPUBLIC SVCS INC    (COM) RSG 4,638,000 53,588 0.16%
AFLAC INC    (COM) AFL 4,617,000 88,239 0.16%
PAYPAL HLDGS INC    (COM) PYPL 4,574,000 44,160 0.16%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 4,555,000 142,509 0.16%
ISHARES GOLD TRUST    (ISHARES) IAU 4,467,000 316,809 0.15%
AMERICAN ELEC PWR CO INC    (COM) AEP 4,459,000 47,596 0.15%
WASTE MGMT INC DEL    (COM) WMI 4,389,000 38,164 0.15%
EXTRA SPACE STORAGE INC    (COM) EXR 4,388,000 37,563 0.15%
DUKE ENERGY CORP NEW    (COM NEW) DUK 4,269,000 44,529 0.15%
ANSYS INC    (COM) ANSS 4,235,000 19,130 0.15%
ISHARES TR    (CRE U S REIT ETF) FTY 4,191,000 75,454 0.14%
NIKE INC    (CL B) NKE 4,187,000 44,583 0.14%
COSTCO WHSL CORP NEW    (COM) COST 4,099,000 14,226 0.14%
CLOROX CO DEL    (COM) CLX 4,094,000 26,959 0.14%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 4,092,000 35,179 0.14%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 4,075,000 13,990 0.14%
BROADCOM INC    (COM) 4,039,000 14,629 0.14%
STARBUCKS CORP    (COM) SBUX 4,029,000 45,569 0.14%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 4,029,000 79,907 0.14%
KINDER MORGAN INC DEL    (COM) KMI 4,015,000 194,784 0.14%
COPART INC    (COM) CPRT 3,966,000 49,374 0.14%
LOWES COS INC    (COM) LOW 3,954,000 35,963 0.14%
NISOURCE INC    (COM) NI 3,910,000 130,672 0.13%
INVESCO EXCHNG TRADED FD TR    (FNDMNTL HY CRP) 3,801,000 199,763 0.13%
EXXON MOBIL CORP    (COM) XOM 3,789,000 53,667 0.13%
SPDR SERIES TRUST    (PORTFOLIO LN TSR) TLO 3,761,000 91,671 0.13%
FIRST TR EXCHANGE TRADED FD    (SENIOR LN FD) FTSL 3,703,000 78,112 0.13%
FIRST TR EXCHANGE TRADED FD    (FIRST TR TA HIYL) HYLS 3,608,000 74,803 0.12%
STRYKER CORP    (COM) SYK 3,587,000 16,582 0.12%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 3,586,000 33,179 0.12%
PEPSICO INC    (COM) PEP 3,512,000 25,617 0.12%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 3,393,000 30,166 0.12%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 3,383,000 36,282 0.12%
ANALOG DEVICES INC    (COM) ADI 3,363,000 30,099 0.11%
UNITED TECHNOLOGIES CORP    (COM) UTX 3,354,000 24,571 0.11%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 3,313,000 111,774 0.11%
BANK AMER CORP    (COM) BAC 3,158,000 108,279 0.11%
PHILLIPS 66    (COM) PSX 3,154,000 30,798 0.11%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,110,000 18,595 0.11%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 3,071,000 57,279 0.10%
FLEXSHARES TR    (QLT DIV DEF IDX) QDEF 2,954,000 64,621 0.10%
FISERV INC    (COM) FISV 2,912,000 28,114 0.10%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 2,905,000 7,290 0.10%
TEXAS INSTRS INC    (COM) TXN 2,902,000 22,452 0.10%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,880,000 16,000 0.10%
TJX COS INC NEW    (COM) TJX 2,853,000 51,187 0.10%
VANGUARD WORLD FDS    (COMM SRVC ETF) VOX 2,843,000 32,792 0.10%
DELTA AIR LINES INC DEL    (COM NEW) DAL 2,839,000 49,292 0.10%
INTEL CORP    (COM) INTC 2,814,000 54,604 0.10%
KEYSIGHT TECHNOLOGIES INC    (COM) KEYS 2,797,000 28,766 0.09%
INDEXIQ ETF TR    (IQ MRGR ARB ETF) MNA 2,766,000 86,305 0.09%
HONEYWELL INTL INC    (COM) HON 2,680,000 15,841 0.09%
PROGRESSIVE CORP OHIO    (COM) PGR 2,674,000 34,609 0.09%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 2,661,000 40,845 0.09%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 2,629,000 16,794 0.09%
NVIDIA CORP    (COM) NVDA 2,604,000 14,960 0.09%
JOHNSON CTLS INTL PLC    (SHS) 2,592,000 59,058 0.09%
ISHARES TR    (EAFE VALUE ETF) EFV 2,535,000 53,506 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,530,000 72,557 0.09%
SPDR SERIES TRUST    (PRTFLO S&P500 HI) 2,520,000 66,346 0.08%
CVS HEALTH CORP    (COM) CVS 2,511,000 39,817 0.08%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,494,000 78,273 0.08%
CINTAS CORP    (COM) CTAS 2,484,000 9,265 0.08%
ADOBE INC    (COM) ADBE 2,480,000 8,979 0.08%
CAMBRIA ETF TR    (GLB MOMENT ETF) GMOM 2,472,000 97,459 0.08%
METLIFE INC    (COM) MET 2,472,000 52,425 0.08%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 2,468,000 123,933 0.08%
BRISTOL MYERS SQUIBB CO    (COM) BMY 2,463,000 48,572 0.08%
SALESFORCE COM INC    (COM) CRM 2,408,000 16,225 0.08%
VANECK VECTORS ETF TR    (JP MORGAN MKTS) 2,405,000 72,867 0.08%
WELLS FARGO CO NEW    (COM) WFC 2,399,000 47,557 0.08%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 2,387,000 57,069 0.08%
ISHARES TR    (MSCI ACWI ETF) ACWI 2,369,000 32,126 0.08%
PAYCOM SOFTWARE INC    (COM) PAYC 2,365,000 11,290 0.08%
CHUBB LIMITED    (COM) CB 2,363,000 14,639 0.08%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 2,337,000 16,266 0.08%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 2,335,000 66,190 0.08%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2019-09-30: 2,805,906,000 SEC FILING
* Portfolios do not reflect changes after reporting
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