Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

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

ATRIA INVESTMENTS LLC INSTITUTION : ATRIA INVESTMENTS LLC
ATRIA INVESTMENTS LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-11) --- full portfolio
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%


Investing Just Like
ATRIA INVESTMENTS LLC

Matching performance of ATRIA INVESTMENTS LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*