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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 2020-02-11)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 151,015,000 469,195 4.09%
INVESCO QQQ TR    (UNIT SER 1) 115,886,000 545,064 3.13%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 103,164,000 1,565,463 2.79%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 70,208,000 1,856,375 1.90%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 70,197,000 1,320,243 1.90%
VANGUARD GROUP    (DIV APP ETF) VIG 66,744,000 535,406 1.80%
ISHARES TR    (IBOXX INV CP ETF) LQD 59,789,000 467,244 1.61%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 55,642,000 1,057,834 1.50%
ISHARES TR    (CORE S&P SCP ETF) IJR 55,167,000 657,925 1.49%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 50,444,000 460,509 1.36%
MICROSOFT CORP    (COM) MSFT 47,348,000 300,243 1.28%
ISHARES TR    (CORE S&P500 ETF) IVV 45,836,000 141,800 1.24%
ISHARES TR    (CORE S&P TTL STK) ISI 44,228,000 608,447 1.19%
ISHARES TR    (CORE MSCI EAFE) IEFA 42,231,000 647,311 1.14%
ISHARES TR    (20 YR TR BD ETF) TLT 41,010,000 302,698 1.11%
ISHARES TR    (MSCI MIN VOL ETF) USMV 40,065,000 610,744 1.08%
ISHARES TR    (JPMORGAN USD EMG) EMB 38,080,000 332,401 1.03%
APPLE INC    (COM) AAPL 36,564,000 124,516 0.99%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 27,411,000 622,127 0.74%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 26,522,000 521,275 0.71%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 26,325,000 144,510 0.71%
ISHARES INC    (CORE MSCI EMKT) IEMG 25,171,000 468,206 0.68%
ISHARES TR    (IBOXX HI YD ETF) HYG 22,955,000 261,028 0.62%
VISA INC    (COM CL A) V 21,798,000 116,010 0.59%
CISCO SYS INC    (COM) CSCO 20,378,000 424,896 0.55%
VANGUARD INDEX FDS    (VALUE ETF) VTV 20,156,000 168,173 0.54%
AMAZON COM INC    (COM) AMZN 19,815,000 10,724 0.53%
JOHNSON & JOHNSON    (COM) JNJ 19,539,000 133,946 0.52%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 19,025,000 203,022 0.51%
PROCTER & GAMBLE CO    (COM) PG 19,006,000 152,168 0.51%
ISHARES TR    (US TREAS BD ETF) GOVT 18,455,000 711,436 0.49%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 18,306,000 323,546 0.49%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 18,277,000 111,702 0.49%
VERIZON COMMUNICATIONS INC    (COM) VZ 17,654,000 287,522 0.47%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 17,639,000 210,339 0.47%
FACEBOOK INC    (CL A) FB 17,394,000 84,747 0.47%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 17,084,000 317,844 0.46%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 16,291,000 388,710 0.44%
ISHARES TR    (CORE S&P MCP ETF) IJH 16,276,000 79,077 0.44%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 15,999,000 54,088 0.43%
ALPHABET INC    (CAP STK CL A) GOOGL 15,788,000 11,788 0.42%
MASTERCARD INC    (CL A) MA 15,498,000 51,905 0.41%
JPMORGAN CHASE & CO    (COM) JPM 15,413,000 110,563 0.41%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRIGHT) 15,162,000 548,761 0.41%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 15,025,000 496,701 0.40%
MERCK & CO INC    (COM) MRK 14,848,000 163,254 0.40%
NORTHERN LTS FD TR IV    (INSPIRE CORP) 14,592,000 567,442 0.39%
ISHARES TR    (1 3 YR TREAS BD) SHY 14,349,000 169,555 0.38%
CHEVRON CORP NEW    (COM) CVX 14,300,000 118,658 0.38%
DISNEY WALT CO    (COM DISNEY) DIS 14,193,000 98,135 0.38%
HOME DEPOT INC    (COM) HD 13,854,000 63,438 0.37%
PFIZER INC    (COM) PFE 13,839,000 353,223 0.37%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 13,607,000 135,884 0.36%
ABBOTT LABS    (COM) ABT 13,562,000 156,138 0.36%
WALMART INC    (COM) WMT 13,503,000 113,621 0.36%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 13,234,000 450,602 0.35%
UNITEDHEALTH GROUP INC    (COM) UNH 12,792,000 43,512 0.34%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 12,731,000 351,388 0.34%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 12,606,000 137,514 0.34%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 12,593,000 59,803 0.34%
BLACKROCK INC    (COM) BLK 12,315,000 24,498 0.33%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 12,207,000 73,695 0.33%
ISHARES TR    (CORE US AGGBD ET) AGG 11,831,000 105,288 0.32%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 11,827,000 146,716 0.32%
ALPHABET INC    (CAP STK CL C) GOOG 11,770,000 8,804 0.31%
ISHARES TR    (S&P 500 VAL ETF) IVE 11,593,000 89,119 0.31%
SPDR GOLD TRUST    (GOLD SHS) GLD 11,540,000 80,756 0.31%
PEPSICO INC    (COM) PEP 11,516,000 84,260 0.31%
COCA COLA CO    (COM) KO 11,323,000 204,573 0.30%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 11,197,000 251,786 0.30%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 11,142,000 109,388 0.30%
CROWN CASTLE INTL CORP NEW    (COM) CCI 11,100,000 78,088 0.30%
ORACLE CORP    (COM) ORCL 10,788,000 203,626 0.29%
ISHARES TR    (USA QUALITY FCTR) QUAL 10,787,000 106,807 0.29%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 10,714,000 182,650 0.29%
DOLLAR GEN CORP NEW    (COM) DG 10,556,000 67,675 0.28%
LOCKHEED MARTIN CORP    (COM) LMT 10,485,000 26,928 0.28%
WASTE MGMT INC DEL    (COM) WMI 10,348,000 90,802 0.28%
BRISTOL MYERS SQUIBB CO    (COM) BMY 10,336,000 161,017 0.28%
CITIGROUP INC    (COM NEW) C 10,271,000 128,566 0.27%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 10,078,000 47,515 0.27%
ISHARES TR    (TIPS BD ETF) TIP 9,877,000 84,728 0.26%
COMCAST CORP NEW    (CL A) CMCSA 9,699,000 215,678 0.26%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 9,616,000 56,397 0.26%
AT&T INC    (COM) T 9,501,000 243,114 0.25%
MEDTRONIC PLC    (SHS) MDT 9,398,000 82,839 0.25%
LOWES COS INC    (COM) LOW 9,354,000 78,105 0.25%
UNITED TECHNOLOGIES CORP    (COM) UTX 9,344,000 62,392 0.25%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 9,337,000 180,179 0.25%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 9,288,000 162,690 0.25%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 8,993,000 322,808 0.24%
RAYTHEON CO    (COM NEW) RTN 8,906,000 40,528 0.24%
VANECK VECTORS ETF TRUST    (MORNINGSTAR WIDE) 8,893,000 162,344 0.24%
DOMINION ENERGY INC    (COM) D 8,821,000 106,508 0.23%
ISHARES TR    (MBS ETF) MBB 8,598,000 79,568 0.23%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 8,580,000 170,748 0.23%
AMGEN INC    (COM) AMGN 8,557,000 35,495 0.23%
MCDONALDS CORP    (COM) MCD 8,486,000 42,945 0.22%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 8,431,000 75,464 0.22%
TEXAS INSTRS INC    (COM) TXN 8,405,000 65,518 0.22%
AMERICAN EXPRESS CO    (COM) AXP 8,290,000 66,589 0.22%
EQUINIX INC    (COM) EQIX 8,200,000 14,048 0.22%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 8,044,000 35,515 0.21%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 7,565,000 129,668 0.20%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 7,439,000 80,067 0.20%
PAYCHEX INC    (COM) PAYX 7,359,000 86,510 0.19%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 7,057,000 140,084 0.19%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 6,820,000 54,377 0.18%
DEERE & CO    (COM) DE 6,786,000 39,164 0.18%
SELECT SECTOR SPDR TR    (COMMUNICATION) 6,774,000 126,311 0.18%
NIKE INC    (CL B) NKE 6,762,000 66,748 0.18%
WELLS FARGO CO NEW    (COM) WFC 6,759,000 125,640 0.18%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 6,704,000 217,812 0.18%
FIRST TR EXCHANGE TRADED FD    (RISNG DIVD ACHIV) RDVY 6,688,000 186,398 0.18%
PAYPAL HLDGS INC    (COM) PYPL 6,615,000 61,158 0.17%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 6,607,000 118,645 0.17%
BOOKING HLDGS INC    (COM) 6,595,000 3,211 0.17%
COSTCO WHSL CORP NEW    (COM) COST 6,574,000 22,366 0.17%
INTEL CORP    (COM) INTC 6,558,000 109,577 0.17%
INTUIT    (COM) INTU 6,558,000 25,036 0.17%
ISHARES TR    (FLTG RATE NT ETF) FLOT 6,406,000 125,801 0.17%
KINDER MORGAN INC DEL    (COM) KMI 6,365,000 300,641 0.17%
VALERO ENERGY CORP NEW    (COM) VLO 6,315,000 67,432 0.17%
DUKE ENERGY CORP NEW    (COM NEW) DUK 6,303,000 69,105 0.17%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 6,288,000 99,840 0.17%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 6,283,000 19,339 0.17%
STORE CAP CORP    (COM) STOR 6,153,000 165,220 0.16%
ISHARES TR    (GLOBAL TECH ETF) IXN 6,150,000 29,218 0.16%
NVIDIA CORP    (COM) NVDA 6,106,000 25,949 0.16%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 6,037,000 80,991 0.16%
VANECK VECTORS ETF TRUST    (FALLEN ANGEL HG) 5,966,000 199,865 0.16%
STARBUCKS CORP    (COM) SBUX 5,960,000 67,792 0.16%
UNITED PARCEL SERVICE INC    (CL B) UPS 5,951,000 50,841 0.16%
AUTODESK INC    (COM) ADSK 5,950,000 32,431 0.16%
AIR PRODS & CHEMS INC    (COM) APD 5,915,000 25,172 0.16%
ADOBE INC    (COM) ADBE 5,856,000 17,757 0.15%
BANK AMER CORP    (COM) BAC 5,820,000 165,245 0.15%
CAPITAL ONE FINL CORP    (COM) COF 5,817,000 56,522 0.15%
HONEYWELL INTL INC    (COM) HON 5,814,000 32,845 0.15%
ANSYS INC    (COM) ANSS 5,791,000 22,496 0.15%
ISHARES TR    (USA SIZE FACTOR) SIZE 5,777,000 59,302 0.15%
BROADCOM INC    (COM) 5,724,000 18,113 0.15%
GRAINGER W W INC    (COM) GWW 5,714,000 16,880 0.15%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 5,648,000 56,290 0.15%
CIGNA CORP NEW    (COM) 5,643,000 27,595 0.15%
CONOCOPHILLIPS    (COM) COP 5,594,000 86,016 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 5,558,000 48,028 0.15%
AFLAC INC    (COM) AFL 5,524,000 104,420 0.14%
ISHARES TR    (INTRM TR CRP ETF) CIU 5,483,000 94,563 0.14%
ENTERGY CORP NEW    (COM) ETR 5,478,000 45,725 0.14%
TRAVELERS COMPANIES INC    (COM) TRV 5,469,000 39,935 0.14%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 5,437,000 66,731 0.14%
REPUBLIC SVCS INC    (COM) RSG 5,425,000 60,528 0.14%
PHILIP MORRIS INTL INC    (COM) PM 5,328,000 62,621 0.14%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 5,323,000 61,026 0.14%
TARGET CORP    (COM) TGT 5,263,000 41,051 0.14%
AMERICAN ELEC PWR CO INC    (COM) AEP 5,160,000 54,592 0.13%
QUALCOMM INC    (COM) QCOM 5,050,000 57,232 0.13%
ZOETIS INC    (CL A) ZTS 5,024,000 37,961 0.13%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 4,983,000 142,730 0.13%
ISHARES TR    (EAFE VALUE ETF) EFV 4,921,000 98,567 0.13%
DTE ENERGY CO    (COM) DTE 4,769,000 36,721 0.12%
FIRST TR EXCHANGE TRADED FD    (FIRST TR TA HIYL) HYLS 4,759,000 97,535 0.12%
VULCAN MATLS CO    (COM) VMC 4,666,000 32,407 0.12%
DELTA AIR LINES INC DEL    (COM NEW) DAL 4,657,000 79,631 0.12%
ABBVIE INC    (COM) ABBV 4,571,000 51,622 0.12%
DIAGEO P L C    (SPON ADR NEW) DEO 4,510,000 26,780 0.12%
SALESFORCE COM INC    (COM) CRM 4,474,000 27,511 0.12%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 4,462,000 35,418 0.12%
CHUBB LIMITED    (COM) CB 4,454,000 28,614 0.12%
ANALOG DEVICES INC    (COM) ADI 4,348,000 36,587 0.11%
TJX COS INC NEW    (COM) TJX 4,305,000 70,497 0.11%
EXTRA SPACE STORAGE INC    (COM) EXR 4,263,000 40,361 0.11%
FIRST TR EXCHANGE TRADED FD    (SENIOR LN FD) FTSL 4,222,000 88,115 0.11%
DARDEN RESTAURANTS INC    (COM) DRI 4,133,000 37,918 0.11%
ISHARES TR    (USA MOMENTUM FCT) 4,122,000 32,829 0.11%
EXXON MOBIL CORP    (COM) XOM 4,093,000 58,654 0.11%
NETAPP INC    (COM) NTAP 4,067,000 65,330 0.11%
UNION PACIFIC CORP    (COM) UNP 3,980,000 22,014 0.10%
PNC FINL SVCS GROUP INC    (COM) PNC 3,978,000 24,921 0.10%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 3,947,000 78,259 0.10%
NOVARTIS A G    (SPONSORED ADR) NVS 3,937,000 41,575 0.10%
CVS HEALTH CORP    (COM) CVS 3,863,000 52,002 0.10%
PROLOGIS INC    (COM) PLD 3,746,000 42,028 0.10%
METLIFE INC    (COM) MET 3,743,000 73,441 0.10%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 3,677,000 77,308 0.09%
FISERV INC    (COM) FISV 3,648,000 31,548 0.09%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 3,622,000 62,348 0.09%
FACTSET RESH SYS INC    (COM) FDS 3,609,000 13,451 0.09%
EXPEDITORS INTL WASH INC    (COM) EXPD 3,560,000 45,634 0.09%
NOVO-NORDISK A S    (ADR) NVO 3,518,000 60,785 0.09%
PAYCOM SOFTWARE INC    (COM) PAYC 3,468,000 13,100 0.09%
ISHARES TR    (MSCI EAFE ETF) EFA 3,399,000 48,952 0.09%
MONSTER BEVERAGE CORP NEW    (COM) MNST 3,352,000 52,752 0.09%
PHILLIPS 66    (COM) PSX 3,345,000 30,025 0.09%
V F CORP    (COM) VFC 3,332,000 33,433 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 3,326,000 92,310 0.09%
CINTAS CORP    (COM) CTAS 3,308,000 12,295 0.08%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 3,300,000 170,724 0.08%
INVESCO EXCHNG TRADED FD TR    (FNDMNTL HY CRP) 3,277,000 170,139 0.08%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-12-31: 3,691,111,000 SEC FILING
* Portfolios do not reflect changes after reporting
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