ATRIA INVESTMENTS LLC
Q1 2021 13F-HR Detailed Holdings
Net value change ($000)
+374,451
(9.0%)
New positions
92
Sold out positions
58
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings
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Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields),
and are not merged like the standard holdings view.
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Snapshot: Change Analysis
Compared to Q4 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
|---|
Other Managers
| Num | Name | File Number |
|---|---|---|
| 1 | FIRST FINANCIAL EQUITY CORPORATION | 028-18080 |
| 10 | Compton Wealth Advisory Group, LLC | 028-19117 |
| 11 | Internal server error. | 028-18093 |
| 12 | Harwood Advisory Group, LLC | 028-17491 |
| 13 | WealthBridge Capital Management, LLC | 028-19275 |
| 2 | Vivaldi Capital Management, LLC | 028-18047 |
| 3 | CENTAURUS FINANCIAL, INC. | 028-18315 |
| 4 | Belpointe Asset Management LLC | 028-18182 |
| 5 | Ausdal Financial Partners, Inc. | 028-17378 |
| 6 | Executive Wealth Management, LLC | 028-19423 |
| 7 | Pinnacle Wealth Planning Services, Inc. | 028-18382 |
| 8 | BCJ Capital Management, LLC | 028-19440 |
| 9 | WEALTHSOURCE PARTNERS, LLC | 028-17456 |