Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUG
Global X Fds Cybersecurity ETF

ETFs
6.12K
New
$29.9 - $37.1 $183K - $227K
6.12K $227K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
269
+ 12.12%
$468.22 - $566.51 $126K - $152K
2.49K $1.41M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
8.19K
New
$22.28 - $27.57 $182K - $226K
8.19K $225K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.85K
New
$21.9 - $25.54 $194K - $226K
8.85K $225K
LDOS
Leidos Holdings, Inc.

Technology
649
+ 12.07%
$132.9 - $160.3 $86.3K - $104K
6.03K $950K
AES
Aes Corp

Utilities
42.7K
+ 36.22%
$9.63 - $12.55 $411K - $536K
160K $1.69M
DPZ
Dominos Pizza Inc

Consumer Cyclical
593
+ 12.19%
$430.72 - $497.52 $255K - $295K
5.46K $2.46M
LAD
Lithia Motors Inc

Consumer Cyclical
365
+ 16.16%
$271.94 - $339.35 $99.3K - $124K
2.62K $886K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.24K
New
$153.99 - $182.0 $191K - $226K
1.24K $223K
PPA
Invesco Exchange Traded Fd Tr

ETFs
999
+ 31.41%
$105.2 - $141.69 $105K - $142K
4.18K $592K
CM
Canadian Imperial Bank Of Commerce

Financial Services
336
+ 2.48%
$54.6 - $70.83 $18.3K - $23.8K
13.9K $983K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.58K
+ 37.69%
$45.88 - $54.4 $164K - $195K
13.1K $711K
PLUS
Eplus Inc

Technology
3.02K
New
$54.77 - $74.09 $166K - $224K
3.02K $218K
NNN
National Retail Properties, Inc.

Real Estate
4.91K
+ 48.54%
$37.56 - $43.42 $185K - $213K
15K $649K
ROCK
Gibraltar Industries, Inc.

Industrials
3.69K
New
$50.2 - $63.09 $185K - $233K
3.69K $217K
PSMT
Pricesmart Inc

Consumer Defensive
2.07K
New
$82.12 - $108.35 $170K - $225K
2.07K $217K
FORM
Formfactor Inc

Technology
6.33K
New
$23.18 - $35.26 $147K - $223K
6.33K $217K
RBLX
Roblox Corp

Communication Services
2.06K
New
$51.22 - $105.59 $105K - $217K
2.06K $216K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.68K
New
$41.55 - $46.04 $195K - $216K
4.68K $215K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.65K
New
$33.89 - $46.39 $158K - $216K
4.65K $215K
VRSK
Verisk Analytics, Inc.

Industrials
110
+ 0.85%
$277.03 - $321.33 $30.5K - $35.3K
13.1K $4.08M
TMDX
Trans Medics Group, Inc.

Healthcare
1.59K
New
$67.67 - $143.04 $108K - $228K
1.59K $213K
SJM
J M Smucker CO

Consumer Defensive
3.86K
+ 46.81%
$94.41 - $118.52 $364K - $457K
12.1K $1.19M
HMC
Honda Motor CO LTD

Consumer Cyclical
7.4K
New
$25.0 - $30.93 $185K - $229K
7.4K $213K
IWP
Ishares Russell Mid Cap Growth

ETFs
656
+ 11.49%
$104.34 - $138.68 $68.4K - $91K
6.36K $882K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.73K
+ 35.25%
$86.97 - $102.82 $238K - $281K
10.5K $1.01M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
7.98K
New
$25.69 - $26.9 $205K - $215K
7.98K $211K
MFC
Manulife Financial Corp

Financial Services
4.79K
+ 6.9%
$26.93 - $32.44 $129K - $155K
74.2K $2.37M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.1K
New
$50.34 - $51.86 $206K - $212K
4.1K $210K
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
9.98K
New
$18.67 - $21.59 $186K - $215K
9.98K $210K
OZK
Bank Ozk

Financial Services
3.84K
+ 48.61%
$37.58 - $47.34 $144K - $182K
11.8K $553K
DINT
Davis Fundamental ETF Tr

ETFs
8.11K
New
$19.97 - $25.86 $162K - $210K
8.11K $209K
GH
Guardant Health, Inc.

Healthcare
4.01K
New
$37.05 - $52.04 $149K - $209K
4.01K $208K
WRBY
Warby Parker Inc.

Healthcare
9.5K
New
$14.0 - $22.6 $133K - $215K
9.5K $208K
GTLS
Chart Industries Inc

Industrials
835
+ 24.08%
$115.08 - $175.5 $96.1K - $147K
4.3K $708K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.93K
New
$20.23 - $21.04 $201K - $209K
9.93K $208K
SYY
Sysco Corp

Consumer Defensive
2.43K
+ 7.38%
$68.0 - $75.91 $165K - $184K
35.3K $2.67M
CHX
Champion X Corp

Energy
8.34K
New
$22.52 - $30.02 $188K - $250K
8.34K $207K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.49K
New
$101.69 - $139.02 $151K - $207K
1.49K $206K
FTSL
First Trust Senior Ln Fund

ETFs
4.5K
New
$44.58 - $46.07 $201K - $207K
4.5K $206K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.63K
New
$43.63 - $45.4 $202K - $210K
4.63K $206K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.91K
+ 16.19%
$24.98 - $25.66 $198K - $203K
56.8K $1.45M
ITGR
Integer Holdings Corp

Healthcare
1.47K
+ 29.0%
$106.73 - $126.93 $157K - $186K
6.53K $802K
FLNC
Fluence Energy, Inc.

Utilities
30.7K
New
$3.61 - $6.71 $111K - $206K
30.7K $206K
HEEM
Ishares Currency Hedged Msci E

ETFs
6.84K
New
$24.94 - $30.1 $170K - $206K
6.84K $205K
RRX
Regal Rexnord Corp

Industrials
825
+ 30.41%
$94.06 - $147.0 $77.6K - $121K
3.54K $512K
FEP
First Trust Europe Alphadex Fu

ETFs
676
+ 2.77%
$36.11 - $47.8 $24.4K - $32.3K
25.1K $1.2M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.98K
+ 18.85%
$53.69 - $67.27 $106K - $133K
12.5K $839K
WIT
Wipro LTD

Technology
67.1K
New
$2.7 - $3.09 $181K - $207K
67.1K $202K
Activity Summary
Buys All Purchases 1158 New Holdings 211 Increased Positions 947 Sells All Sells 817 Reductions 817 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email