Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
8.3K
+ 8.0%
$213.65 - $479.86 $1.77M - $3.98M
112K $45.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
20.6K
+ 17.39%
$567.81 - $607.81 $11.7M - $12.5M
139K $81.5M
GBDC
Golub Capital Bdc, Inc.

Financial Services
886K
+ 912.0%
$14.69 - $15.67 $13M - $13.9M
983K $14.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
70.8K
+ 889.6%
$183.23 - $199.79 $13M - $14.1M
78.8K $14.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
240K
+ 801.61%
$48.48 - $49.47 $11.6M - $11.9M
270K $13.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
25.6K
+ 77.47%
$370.24 - $418.94 $9.47M - $10.7M
58.6K $23.5M
AAPL
Apple Inc.

Technology
11.2K
+ 2.42%
$221.69 - $259.02 $2.47M - $2.89M
472K $118M
VV
Vanguard Large Cap ETF

ETFs
38.7K
+ 88.85%
$260.27 - $280.65 $10.1M - $10.9M
82.2K $22.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
50.1K
+ 131.71%
$201.32 - $217.44 $10.1M - $10.9M
88.1K $18.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.9K
+ 9.78%
$521.84 - $558.82 $8.27M - $8.86M
178K $95.9M
CRM
Salesforce, Inc.

Technology
9.55K
+ 12.09%
$270.87 - $367.87 $2.59M - $3.51M
88.5K $29.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
115K
+ 1105.56%
$63.58 - $71.15 $7.29M - $8.16M
125K $8.14M
IWM
Ishares Russell 2000 ETF

ETFs
33.1K
+ 178.88%
$216.13 - $242.4 $7.15M - $8.02M
51.6K $11.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
34.2K
+ 348.41%
$198.04 - $221.51 $6.78M - $7.59M
44.1K $9.28M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
128K
+ 344.26%
$54.15 - $58.81 $6.91M - $7.51M
165K $8.95M
DG
Dollar General Corp

Consumer Defensive
90.9K
+ 542.0%
$73.27 - $84.47 $6.66M - $7.68M
108K $8.16M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
132K
+ 78.19%
$50.81 - $51.59 $6.69M - $6.79M
300K $15.3M
XLF
Financial Sector Spdr

ETFs
121K
+ 58.39%
$44.89 - $51.34 $5.44M - $6.23M
329K $15.9M
RECS
Columbia ETF Tr I

ETFs
185K
New
$33.61 - $36.42 $6.2M - $6.72M
185K $6.39M
XLK
Technology Sector Spdr

ETFs
23.1K
+ 28.62%
$220.26 - $241.44 $5.09M - $5.58M
104K $24.1M
SHOP
Shopify Inc.

Technology
10.4K
+ 6.59%
$78.14 - $119.49 $816K - $1.25M
169K $18M
DFAE
Dimensional ETF Tr

ETFs
210K
+ 498.78%
$25.36 - $28.15 $5.32M - $5.9M
252K $6.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
90K
+ 42.86%
$75.1 - $82.99 $6.76M - $7.47M
300K $22.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
85K
+ 112.14%
$57.53 - $60.83 $4.89M - $5.17M
161K $9.25M
UWM
Proshares Ultra Russell 2000

ETFs
107K
New
$41.07 - $50.82 $4.4M - $5.44M
107K $4.48M
DVY
Ishares Tr

ETFs
34.1K
+ 1294.68%
$129.55 - $143.41 $4.41M - $4.88M
36.7K $4.82M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
169K
+ 1418.28%
$26.01 - $28.19 $4.39M - $4.76M
181K $4.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.39K
+ 3.04%
$172.07 - $207.36 $755K - $910K
149K $29.4M
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
+ 11.75%
$280.04 - $302.45 $3.23M - $3.49M
110K $31.8M
BMY
Bristol Myers Squibb CO

Healthcare
55.3K
+ 43.25%
$51.92 - $59.94 $2.87M - $3.31M
183K $10.4M
META
Meta Platforms, Inc.

Communication Services
2.75K
+ 2.28%
$554.08 - $632.68 $1.53M - $1.74M
124K $73M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
153K
+ 358.62%
$23.8 - $24.11 $3.64M - $3.69M
196K $4.69M
HDV
Ishares Core High Dividend ETF

ETFs
36K
+ 47.87%
$110.82 - $121.28 $3.99M - $4.37M
111K $12.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
51K
+ 20.51%
$77.02 - $78.58 $3.93M - $4.01M
300K $23.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
33.5K
+ 381.52%
$95.27 - $107.82 $3.19M - $3.62M
42.3K $4.37M
SPYG
Spdr Portfolio

ETFs
32.1K
+ 26.01%
$81.74 - $91.38 $2.62M - $2.93M
156K $13.7M
DIS
Walt Disney CO

Communication Services
8.02K
+ 5.29%
$92.39 - $117.6 $741K - $944K
160K $17.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10.9K
+ 386.26%
$278.19 - $315.36 $3.03M - $3.44M
13.7K $3.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
45.6K
+ 17.96%
$80.93 - $85.66 $3.69M - $3.91M
299K $24.2M
ADP
Automatic Data Processing Inc

Industrials
7.14K
+ 11.23%
$280.08 - $307.97 $2M - $2.2M
70.7K $20.7M
GS
Goldman Sachs Group Inc

Financial Services
2.48K
+ 11.54%
$486.1 - $608.57 $1.2M - $1.51M
23.9K $13.7M
MA
Mastercard Inc

Financial Services
733
+ 0.91%
$491.3 - $536.15 $360K - $393K
81.4K $42.8M
IAU
Ishares Gold Trust

ETFs
58.1K
+ 84.99%
$48.37 - $52.65 $2.81M - $3.06M
126K $6.26M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37.6K
+ 50.2%
$77.86 - $79.27 $2.93M - $2.98M
112K $8.77M
BSMU
Invesco Exchange Self Ind Tr

ETFs
130K
New
$21.63 - $22.25 $2.81M - $2.89M
130K $2.82M
PLTR
Palantir Technologies Inc.

Technology
8.94K
+ 16.25%
$36.46 - $82.38 $326K - $736K
64K $4.84M
DFAR
Dimensional ETF Tr Dimensional

ETFs
116K
+ 930.85%
$22.72 - $25.76 $2.65M - $3M
129K $3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
34.4K
New
$73.49 - $86.09 $2.52M - $2.96M
34.4K $2.65M
HON
Honeywell International Inc

Industrials
4.72K
+ 5.78%
$202.84 - $236.0 $958K - $1.11M
86.5K $19.5M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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