ATRIA INVESTMENTS, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OXY | 68K | $3.22M |
 | XEL | 68K | $5.46M |
 | OMF | 67K | $3.81M |
 | PNC | 67K | $13.44M |
 | CCCS | 65K | $595.26K |
 | FCX | 65K | $2.56M |
 | ADP | 65K | $19.04M |
 | HD | 65K | $26.26M |
 | CRM | 64K | $15.20M |
 | SHEL | 63K | $4.49M |
 | UL | 63K | $3.71M |
 | D | 63K | $3.82M |
 | CRH | 62K | $7.47M |
 | VLY | 62K | $655.36K |
 | ADI | 61K | $14.92M |
 | MCD | 61K | $18.41M |
 | DUK | 60K | $7.41M |
 | UNH | 60K | $20.55M |
 | MFC | 59K | $1.85M |
 | WTTR | 59K | $634.40K |
Occidental Petroleum Corporation
OXY
Shares Held
68K
Value
$3.22M
Xcel Energy Inc.
XEL
Shares Held
68K
Value
$5.46M
OneMain Holdings, Inc.
OMF
Shares Held
67K
Value
$3.81M
The PNC Financial Services Group, Inc.
PNC
Shares Held
67K
Value
$13.44M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
65K
Value
$595.26K
Freeport-McMoRan Inc.
FCX
Shares Held
65K
Value
$2.56M
Automatic Data Processing, Inc.
ADP
Shares Held
65K
Value
$19.04M
The Home Depot, Inc.
HD
Shares Held
65K
Value
$26.26M
Salesforce, Inc.
CRM
Shares Held
64K
Value
$15.20M
Shell plc
SHEL
Shares Held
63K
Value
$4.49M
Unilever PLC
UL
Shares Held
63K
Value
$3.71M
Dominion Energy, Inc.
D
Shares Held
63K
Value
$3.82M
CRH plc
CRH
Shares Held
62K
Value
$7.47M
Valley National Bancorp
VLY
Shares Held
62K
Value
$655.36K
Analog Devices, Inc.
ADI
Shares Held
61K
Value
$14.92M
McDonald's Corporation
MCD
Shares Held
61K
Value
$18.41M
Duke Energy Corporation
DUK
Shares Held
60K
Value
$7.41M
UnitedHealth Group Incorporated
UNH
Shares Held
60K
Value
$20.55M
Manulife Financial Corporation
MFC
Shares Held
59K
Value
$1.85M
Select Water Solutions, Inc.
WTTR
Shares Held
59K
Value
$634.40K