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Institutional Investment Manager
Atria Investments, Inc
Atria Investments, Inc (CIK: 0001535865) incorporated in North Carolina, located at 2825 South Blvd, Charlotte, NC. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001085146-15-000058) filed in 2015.01.12
#
Name
Shares
Value ($)
%
Options
Notes
351 CHEVRON CORP NEW 22,577 2,533 0.27%
352 VANGUARD INTL EQUITY INDEX F 50,958 2,671 0.28%
353 ISHARES MSCI EAFE SMALL CAP IDX FD 57,290 2,676 0.28%
354 ISHARES 47,304 2,679 0.28%
355 SPDR SER TR 57,954 2,717 0.29%
356 ISHARES TR 26,748 2,792 0.30%
357 MICROSOFT CORP 62,238 2,891 0.31%
358 FIRST TR HIGH INCOME L/S FD 184,602 2,954 0.31%
359 INVESCO SR INCOME TR 668,286 3,047 0.32%
360 SCHWAB STRATEGIC TR 102,250 3,077 0.33%
361 DANAHER CORP DEL 36,750 3,150 0.33%
362 ISHARES TR 30,128 3,169 0.34%
363 ISHARES TR 28,780 3,173 0.34%
364 ISHARES TR 27,400 3,272 0.35%
365 ISHARES TR 56,371 3,298 0.35%
366 ISHARES TR 34,745 3,322 0.35%
367 ISHARES TR 36,061 3,381 0.36%
368 ISHARES TR 30,319 3,384 0.36%
369 EXXON MOBIL CORP 36,817 3,404 0.36%
370 FACEBOOK INC 43,723 3,411 0.36%
371 ISHARES GOLD TRUST 312,399 3,574 0.38%
372 VANGUARD SPECIALIZED FUNDS 45,727 3,711 0.39%
373 SCHWAB U.S. MID-CAP ETF 92,012 3,743 0.40%
374 POWERSHARES ETF TRUST II 161,201 3,874 0.41%
375 JOHNSON & JOHNSON 37,074 3,877 0.41%
376 ISHARES TRUST S&P 100 ETF 46,070 4,190 0.45%
377 ISHARES TR 38,363 4,233 0.45%
378 SCHWAB US AGGREGATE BOND ETF 81,520 4,268 0.45%
379 POWERSHARES ETF TR II 238,199 4,478 0.48%
380 RYDEX ETF TRUST 57,041 4,566 0.49%
381 SCHWAB U.S. BROAD MARKET ETF 95,548 4,760 0.51%
382 APPLE INC 44,576 4,920 0.52%
383 SCHWAB U.S. REIT ETF 132,571 5,164 0.55%
384 RYDEX ETF TRUST 47,887 5,833 0.62%
385 ISHARES TR 159,660 6,297 0.67%
386 SCHWAB US DIVIDEND EQUITY ETF 177,667 7,080 0.75%
387 VANGUARD INTL EQUITY INDEX F 211,073 8,447 0.90%
388 PROCTER AND GAMBLE CO 95,176 8,670 0.92%
389 ISHARES TR 61,401 8,891 0.94%
390 VANGUARD SCOTTSDALE FDS 106,170 9,141 0.97%
391 PIMCO ETF TR 92,788 9,377 1.00%
392 ISHARES TR 93,757 10,694 1.14%
393 VANGUARD INDEX FDS 160,650 13,013 1.38%
394 VANGUARD SCOTTSDALE FDS 164,645 13,111 1.39%
395 SELECT SECTOR SPDR TR 193,437 13,956 1.48%
396 ISHARES U.S. UTILITIES ETF 119,599 14,145 1.50%
397 ISHARES TR 135,731 14,170 1.51%
398 ISHARES TR 157,785 14,232 1.51%
399 ISHARES TR 358,899 14,528 1.54%
400 SELECT SECTOR SPDR TR 307,001 14,886 1.58%
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