Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
49.5K
+ 181.95%
$32.02 - $42.16 $1.59M - $2.09M
76.7K $3.23M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
50K
New
$38.29 - $44.77 $1.92M - $2.24M
50K $2.24M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
16.5K
+ 169.5%
$101.11 - $126.55 $1.67M - $2.09M
26.3K $3.32M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
45.6K
New
$41.22 - $48.01 $1.88M - $2.19M
45.6K $2.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.02K
+ 4.09%
$58.41 - $72.69 $527K - $655K
230K $16.7M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
89.2K
+ 975.99%
$23.32 - $24.45 $2.08M - $2.18M
98.3K $2.4M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
42.8K
+ 597.49%
$42.85 - $50.11 $1.83M - $2.14M
50K $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.38K
+ 15.14%
$321.63 - $509.31 $443K - $701K
10.5K $5.33M
DAX
Global X Fds Dax Germany ETF

ETFs
47.2K
New
$34.84 - $44.93 $1.64M - $2.12M
47.2K $2.12M
THO
Thor Industries Inc

Consumer Cyclical
6.84K
+ 5.95%
$64.83 - $89.72 $444K - $614K
122K $10.8M
SNOW
Snowflake Inc.

Technology
7.09K
+ 115.07%
$130.53 - $223.77 $925K - $1.59M
13.2K $2.96M
BNDX
Vanguard Total International B

ETFs
35.8K
+ 9.57%
$48.77 - $49.55 $1.75M - $1.78M
410K $20.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19.8K
+ 383.59%
$102.02 - $103.5 $2.02M - $2.05M
24.9K $2.56M
AXON
Axon Enterprise, Inc.

Industrials
977
+ 24.49%
$497.13 - $827.94 $486K - $809K
4.97K $4.11M
ISRG
Intuitive Surgical Inc

Healthcare
779
+ 2.36%
$451.58 - $565.94 $352K - $441K
33.8K $18.4M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
49.1K
+ 238.37%
$35.4 - $41.9 $1.74M - $2.06M
69.7K $2.84M
AMD
Advanced Micro Devices Inc

Technology
6.49K
+ 24.26%
$78.21 - $143.81 $507K - $933K
33.2K $4.72M
FAST
Fastenal CO

Industrials
86.8K
+ 183.51%
$40.65 - $83.16 $3.53M - $7.22M
134K $5.63M
ISCG
Ishares Morningstar Small Cap

ETFs
12.3K
+ 4.35%
$39.44 - $49.76 $486K - $613K
295K $14.7M
HTRB
Hartford Fds Total Return Bd E

ETFs
57.3K
New
$33.14 - $34.12 $1.9M - $1.96M
57.3K $1.94M
VONG
Vanguard Russell 1000 Growth E

ETFs
16.8K
+ 367.98%
$82.51 - $109.2 $1.38M - $1.83M
21.3K $2.33M
CLH
Clean Harbors Inc

Industrials
4.84K
+ 21.12%
$182.1 - $233.5 $882K - $1.13M
27.8K $6.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
27.8K
+ 30.1%
$66.5 - $71.25 $1.85M - $1.98M
120K $8.35M
USB
Us Bancorp \De\

Financial Services
25.2K
+ 10.89%
$36.4 - $45.76 $918K - $1.15M
257K $11.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.9K
+ 9.84%
$179.95 - $278.88 $341K - $529K
21.2K $5.9M
FIW
First Trust Water ETF

ETFs
16.7K
+ 579.39%
$90.26 - $108.05 $1.51M - $1.8M
19.6K $2.11M
XLY
Select Sector Spdr Consumer Di

ETFs
4.74K
+ 13.54%
$176.34 - $218.59 $836K - $1.04M
39.8K $8.64M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 71.49%
$101.93 - $128.63 $1.17M - $1.48M
27.6K $3.55M
BC
Brunswick Corp

Consumer Cyclical
30.7K
New
$41.93 - $58.37 $1.29M - $1.79M
30.7K $1.7M
HQY
Healthequity, Inc.

Healthcare
14.5K
+ 183.62%
$76.77 - $113.06 $1.11M - $1.64M
22.4K $2.35M
NET
Cloudflare, Inc.

Technology
8.28K
New
$97.08 - $195.83 $804K - $1.62M
8.28K $1.62M
WELL
Welltower Inc.

Real Estate
10.3K
+ 26.76%
$136.49 - $155.22 $1.41M - $1.6M
48.9K $7.52M
JKHY
Henry Jack & Associates Inc

Technology
9.19K
+ 34.72%
$163.54 - $186.02 $1.5M - $1.71M
35.6K $6.42M
HYLB
Xtrackers Usd High Yield Corp

ETFs
40.8K
+ 42.34%
$34.72 - $36.92 $1.42M - $1.51M
137K $5.06M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
23.3K
+ 63.42%
$49.55 - $60.46 $1.15M - $1.41M
60K $3.57M
CIEN
Ciena Corp

Technology
8.41K
+ 20.92%
$53.5 - $83.89 $450K - $706K
48.6K $3.96M
GILD
Gilead Sciences, Inc.

Healthcare
14.4K
+ 22.27%
$96.91 - $113.0 $1.39M - $1.63M
79K $8.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.47K
+ 7.1%
$149.76 - $186.42 $670K - $833K
67.5K $12.6M
DASH
Door Dash, Inc.

Communication Services
1.91K
+ 11.94%
$163.16 - $246.51 $312K - $472K
17.9K $4.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.39K
+ 3.41%
$55.54 - $69.09 $299K - $372K
163K $11.3M
DWLD
Davis Fundamental ETF Tr

ETFs
33.4K
+ 184.72%
$33.22 - $41.44 $1.11M - $1.38M
51.4K $2.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.7K
+ 6.04%
$19.6 - $24.44 $446K - $556K
400K $9.76M
VCR
Vanguard Consumer Discretionar

ETFs
3.29K
+ 49.41%
$290.42 - $364.35 $954K - $1.2M
9.94K $3.6M
KEX
Kirby Corp

Industrials
7.55K
+ 16.14%
$87.32 - $114.99 $659K - $868K
54.3K $6.16M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.45K
+ 26.68%
$273.67 - $366.17 $671K - $897K
11.6K $4.26M
FRT
Federal Realty Investment Trust

Real Estate
14.8K
New
$83.56 - $99.08 $1.24M - $1.47M
14.8K $1.41M
CB
Chubb LTD

Financial Services
6.42K
+ 17.33%
$274.32 - $302.46 $1.76M - $1.94M
43.4K $12.6M
KMB
Kimberly Clark Corp

Consumer Defensive
11.8K
+ 137.38%
$126.84 - $145.22 $1.49M - $1.71M
20.3K $2.62M
ICLN
Ishares

ETFs
105K
New
$10.56 - $13.31 $1.11M - $1.4M
105K $1.38M
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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