Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
7.78K
+ 379.51%
$361.04 - $536.34 $2.81M - $4.17M
9.83K $5.27M
SCHW
Schwab Charles Corp

Financial Services
26.2K
+ 17.0%
$69.06 - $91.24 $1.81M - $2.39M
181K $16.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66.2K
+ 16.38%
$32.66 - $40.75 $2.16M - $2.7M
470K $19M
PVAL
Putnam ETF Tr Putnam Focused L
99.7K
+ 71.63%
$33.6 - $40.23 $3.35M - $4.01M
239K $9.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
74.2K
+ 72.03%
$51.14 - $57.0 $3.79M - $4.23M
177K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.96K
+ 3.29%
$180.84 - $240.32 $535K - $710K
92.8K $22.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
26.9K
+ 61.38%
$105.69 - $140.64 $2.84M - $3.78M
70.7K $9.36M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
79.6K
+ 26.85%
$49.79 - $50.75 $3.96M - $4.04M
376K $19.1M
TT
Trane Technologies PLC

Industrials
319
+ 0.83%
$315.21 - $437.41 $101K - $140K
38.5K $16.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
259
+ 12.75%
$4164.15 - $5789.24 $1.08M - $1.5M
2.29K $13.3M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
38.3K
+ 149.31%
$94.78 - $95.97 $3.63M - $3.68M
64K $6.13M
COF
Capital One Financial Corp

Financial Services
11.3K
+ 31.48%
$150.57 - $212.76 $1.7M - $2.4M
47.1K $10M
AMCR
Amcor PLC

Consumer Cyclical
398K
+ 288.23%
$8.57 - $9.81 $3.41M - $3.9M
536K $4.92M
XLC
Select Sector Spdr Tr Communic

ETFs
23.7K
+ 30.88%
$86.13 - $108.53 $2.04M - $2.57M
100K $10.9M
AMAT
Applied Materials Inc

Technology
8.17K
+ 15.54%
$126.95 - $183.52 $1.04M - $1.5M
60.7K $11.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43.1K
+ 35.09%
$75.05 - $77.34 $3.23M - $3.33M
166K $12.8M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
125K
+ 585.04%
$22.63 - $26.95 $2.84M - $3.38M
147K $3.96M
EFG
Msci Eafe Growth ETF

ETFs
9.93K
+ 5.33%
$89.8 - $112.0 $892K - $1.11M
196K $22M
APH
Amphenol Corp

Technology
2.93K
+ 3.25%
$59.09 - $98.75 $173K - $290K
93.1K $9.19M
VB
Vanguard Small Cap ETF

ETFs
10K
+ 16.94%
$193.73 - $237.37 $1.94M - $2.38M
69.1K $16.4M
EEMA
Ishares Msci Emerging Markets

ETFs
39.4K
New
$64.59 - $83.0 $2.55M - $3.27M
39.4K $3.25M
VGIT
Vanguard Intermediate Term Tre

ETFs
52.5K
+ 21.29%
$58.63 - $59.9 $3.08M - $3.14M
299K $17.9M
DE
Deere & CO

Industrials
5.25K
+ 41.4%
$412.99 - $531.48 $2.17M - $2.79M
17.9K $9.12M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
149K
+ 375.69%
$18.53 - $20.98 $2.77M - $3.14M
189K $3.97M
BA
Boeing CO

Industrials
809
+ 1.06%
$136.59 - $217.51 $111K - $176K
76.8K $16.1M
AVUV
American Centy ETF Tr Avantis

ETFs
24.2K
+ 10.93%
$75.17 - $91.21 $1.82M - $2.21M
246K $22.4M
OUNZ
Van Eck Merk Gold Trust

ETFs
95.4K
New
$28.68 - $33.09 $2.74M - $3.16M
95.4K $3.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.47K
+ 1.28%
$376.48 - $440.65 $553K - $647K
117K $51.4M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
61.9K
New
$38.78 - $49.2 $2.4M - $3.05M
61.9K $3.01M
ADBE
Adobe Inc.

Technology
7.28K
+ 18.05%
$340.0 - $420.68 $2.47M - $3.06M
47.6K $18.4M
IGV
Ishares Expanded Tech Software

ETFs
13.3K
+ 18.67%
$80.15 - $109.5 $1.06M - $1.45M
84.4K $9.24M
SOXX
Ishares Semiconductor ETF

ETFs
11.2K
+ 486.22%
$154.86 - $239.07 $1.73M - $2.67M
13.4K $3.21M
GLDM
World Gold Trust

ETFs
39.9K
+ 112.65%
$58.96 - $67.97 $2.35M - $2.71M
75.2K $4.93M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
30.2K
+ 18.78%
$97.29 - $105.63 $2.93M - $3.19M
191K $19.4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
52.6K
+ 168.45%
$39.43 - $49.34 $2.07M - $2.59M
83.8K $3.97M
IGF
Ishares Global Infrastructure

ETFs
43.5K
+ 756.05%
$50.55 - $59.83 $2.2M - $2.6M
49.2K $2.92M
GBIL
Goldman Sachs Access Treasury

ETFs
26K
+ 14.47%
$99.83 - $100.19 $2.6M - $2.61M
206K $20.6M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.1K
+ 26.0%
$149.56 - $212.83 $1.06M - $1.51M
34.4K $7.32M
HOOD
Robinhood Markets, Inc.

Technology
21.4K
+ 205.73%
$34.17 - $93.63 $730K - $2M
31.7K $2.97M
NDAQ
Nasdaq, Inc.

Financial Services
24.1K
+ 91.32%
$66.4 - $89.42 $1.6M - $2.15M
50.4K $4.51M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15.1K
+ 4.74%
$71.28 - $83.74 $1.08M - $1.27M
335K $28M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
74.3K
+ 611.55%
$27.46 - $33.2 $2.04M - $2.47M
86.4K $2.87M
ABT
Abbott Laboratories

Healthcare
14.2K
+ 8.34%
$123.95 - $138.08 $1.76M - $1.96M
184K $25.1M
VO
Vanguard Mid Cap ETF

ETFs
7.79K
+ 56.77%
$228.54 - $279.83 $1.78M - $2.18M
21.5K $6.02M
SPOT
Spotify Technology S.A.

Communication Services
490
+ 5.19%
$503.3 - $775.9 $247K - $380K
9.94K $7.63M
MELI
Mercadolibre Inc

Consumer Cyclical
240
+ 9.09%
$1794.73 - $2613.63 $431K - $627K
2.88K $7.52M
ADI
Analog Devices Inc

Technology
2.03K
+ 3.92%
$164.6 - $238.02 $334K - $483K
53.8K $12.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.82K
+ 4.71%
$219.76 - $276.94 $620K - $782K
62.8K $17.4M
GD
General Dynamics Corp

Industrials
5.7K
+ 17.65%
$247.68 - $291.66 $1.41M - $1.66M
38K $11.1M
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
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