Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
59.9K
New
$50.24 - $50.57 $3.01M - $3.03M
59.9K $3.03M
GVI
Ishares Tr

ETFs
27.2K
+ 135.58%
$103.49 - $106.02 $2.81M - $2.88M
47.2K $5M
PEP
Pepsico Inc

Consumer Defensive
19.7K
+ 19.37%
$142.64 - $156.42 $2.81M - $3.08M
121K $18.2M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
33.3K
New
$79.96 - $87.71 $2.66M - $2.92M
33.3K $2.73M
DG
Dollar General Corp

Consumer Defensive
16K
+ 14.88%
$68.44 - $87.93 $1.1M - $1.41M
124K $10.9M
ROL
Rollins Inc

Consumer Cyclical
24.7K
+ 15.02%
$45.65 - $54.03 $1.13M - $1.33M
189K $10.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
111K
New
$22.61 - $23.14 $2.51M - $2.57M
111K $2.57M
COP
Conocophillips

Energy
18.7K
+ 19.22%
$88.6 - $105.85 $1.65M - $1.98M
116K $12.2M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
25.7K
New
$94.87 - $96.11 $2.44M - $2.47M
25.7K $2.46M
UBER
Uber Technologies, Inc

Technology
14.1K
+ 13.07%
$63.17 - $81.49 $890K - $1.15M
122K $8.88M
AZN
Astrazeneca PLC

Healthcare
20.8K
+ 20.07%
$65.37 - $77.96 $1.36M - $1.62M
125K $9.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.4K
+ 11.96%
$71.17 - $73.66 $1.88M - $1.94M
247K $18.1M
PLD
Prologis, Inc.

Real Estate
15.4K
+ 19.15%
$103.59 - $124.04 $1.59M - $1.9M
95.5K $10.7M
GLDM
World Gold Trust

ETFs
35.4K
New
$52.19 - $61.89 $1.85M - $2.19M
35.4K $2.19M
KMI
Kinder Morgan, Inc.

Energy
72.2K
+ 84.83%
$26.1 - $31.22 $1.89M - $2.26M
157K $4.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.5K
+ 14.63%
$56.12 - $68.15 $981K - $1.19M
137K $9.3M
VZ
Verizon Communications Inc

Communication Services
4.44K
+ 1.23%
$37.81 - $46.49 $168K - $207K
367K $16.6M
OLED
Universal Display Corp Pa

Technology
15.7K
+ 219.67%
$139.48 - $161.59 $2.19M - $2.54M
22.9K $3.19M
VTV
Vanguard Value ETF

ETFs
4.16K
+ 1.0%
$167.73 - $179.21 $698K - $746K
418K $72.3M
XLF
Financial Sector Spdr

ETFs
33.2K
+ 10.11%
$47.32 - $52.19 $1.57M - $1.74M
362K $18M
ITA
Ishares Tr

ETFs
12.7K
+ 52.19%
$144.84 - $159.5 $1.84M - $2.03M
37.1K $5.68M
ITM
Vaneck Intermediate Muni ETF

ETFs
46.7K
New
$45.21 - $46.67 $2.11M - $2.18M
46.7K $2.13M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.63K
+ 150.75%
$378.71 - $442.54 $1.75M - $2.05M
7.69K $3.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20K
+ 28.92%
$95.85 - $99.25 $1.92M - $1.99M
89.2K $8.82M
EPI
Wisdomtree Tr India Earnings F

ETFs
48.6K
+ 708.32%
$40.08 - $45.85 $1.95M - $2.23M
55.5K $2.43M
CTA
Simplify Exch Traded Fds Simpl

ETFs
64K
+ 56.7%
$27.81 - $30.21 $1.78M - $1.93M
177K $5.23M
VOD
Vodafone Group Public LTD CO

Communication Services
143K
+ 16.98%
$8.05 - $9.86 $1.15M - $1.41M
985K $9.23M
XLP
Consumer Staples Sector Spdr

ETFs
27.2K
+ 41.4%
N/A
92.9K $7.06M
MCD
Mcdonalds Corp

Consumer Cyclical
2.02K
+ 3.2%
$279.74 - $321.29 $566K - $650K
65.2K $20.4M
CLOI
Vaneck ETF Tr

ETFs
38.4K
+ 120.03%
$52.68 - $53.16 $2.02M - $2.04M
70.4K $3.72M
MCK
Mckesson Corp

Healthcare
1.2K
+ 10.19%
$566.21 - $672.99 $678K - $806K
13K $8.72M
PULS
Pgim ETF Tr

ETFs
40.1K
New
$49.56 - $49.78 $1.99M - $2M
40.1K $2M
AEP
American Electric Power CO Inc

Utilities
4.53K
+ 5.51%
$90.32 - $109.27 $410K - $495K
86.9K $9.49M
CVS
Cvs Health Corp

Healthcare
6.99K
+ 11.29%
$44.22 - $68.64 $309K - $480K
68.9K $4.67M
FDX
Fedex Corp

Industrials
12.2K
+ 40.8%
$230.33 - $281.53 $2.81M - $3.43M
42.1K $10.3M
AZO
Autozone Inc

Consumer Cyclical
131
+ 6.0%
$3193.96 - $3828.11 $418K - $501K
2.31K $8.82M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
8.14K
+ 23.22%
$88.0 - $115.5 $717K - $941K
43.2K $4.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.84K
+ 104.37%
$211.47 - $267.17 $2.08M - $2.63M
19.3K $4.07M
BCS
Barclays PLC

Financial Services
115K
New
$12.69 - $16.25 $1.47M - $1.88M
115K $1.77M
LNG
Cheniere Energy, Inc.

Energy
6.28K
+ 35.27%
$209.32 - $253.66 $1.32M - $1.59M
24.1K $5.58M
UNP
Union Pacific Corp

Industrials
5.17K
+ 8.25%
$225.21 - $254.42 $1.16M - $1.31M
67.8K $16M
MCO
Moodys Corp

Financial Services
3.77K
+ 46.65%
$437.8 - $527.48 $1.65M - $1.99M
11.8K $5.51M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
77.3K
New
$21.16 - $21.77 $1.63M - $1.68M
77.3K $1.68M
SCHW
Schwab Charles Corp

Financial Services
13.2K
+ 9.34%
$71.24 - $83.64 $939K - $1.1M
154K $12.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.39K
+ 51.08%
$634.14 - $744.83 $2.15M - $2.52M
10K $6.36M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
26K
+ 64.28%
N/A
66.4K $4.14M
HYMU
Blackrock ETF Tr Ii High Yield
68.6K
+ 58.1%
$22.43 - $23.19 $1.54M - $1.59M
187K $4.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.92K
+ 15.26%
$283.24 - $338.07 $1.39M - $1.66M
37.2K $11M
IBDV
Ishares Tr

Technology
71.6K
+ 78.82%
$21.11 - $21.73 $1.51M - $1.56M
162K $3.53M
Activity Summary
Buys All Purchases 1148 New Holdings 183 Increased Positions 965 Sells All Sells 739 Reductions 739 Sold out 0 Options Calls 0 Puts 0
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