Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.9K
+ 2.82%
$42.5 - $46.71 $762K - $837K
654K $29.6M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
36.9K
New
$41.51 - $44.56 $1.53M - $1.65M
36.9K $1.55M
IQLT
Ishares Msci Intl Quality Fact

ETFs
33.8K
+ 46.91%
$36.91 - $41.03 $1.25M - $1.39M
106K $4.2M
VRSN
Verisign Inc

Technology
5.97K
New
$205.1 - $254.74 $1.22M - $1.52M
5.97K $1.52M
NOC
Northrop Grumman Corp

Industrials
1.24K
+ 6.06%
$433.45 - $513.82 $535K - $635K
21.6K $11.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
32.7K
New
$34.58 - $45.97 $1.13M - $1.5M
32.7K $1.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
24.9K
+ 139.35%
$59.97 - $70.03 $1.49M - $1.74M
42.7K $2.68M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.2K
+ 28.97%
$79.17 - $82.04 $1.36M - $1.41M
76.6K $6.26M
SNY
Sanofi

Healthcare
13.1K
+ 12.39%
$48.15 - $59.42 $633K - $781K
119K $6.61M
GE
General Electric CO

Industrials
3.54K
+ 15.39%
$168.59 - $212.13 $597K - $751K
26.6K $5.31M
EA
Electronic Arts Inc.

Communication Services
10.2K
+ 108.79%
$116.53 - $146.29 $1.19M - $1.49M
19.6K $2.83M
WRB
Berkley W R Corp

Financial Services
3.54K
+ 3.8%
$56.7 - $71.27 $201K - $253K
96.9K $6.89M
CSCO
Cisco Systems, Inc.

Technology
10.5K
+ 3.37%
$58.74 - $64.87 $616K - $680K
322K $19.9M
EW
Edwards Lifesciences Corp

Healthcare
19.4K
New
$67.95 - $76.19 $1.32M - $1.48M
19.4K $1.41M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.21K
+ 26.62%
$308.87 - $383.33 $1.3M - $1.61M
20K $6.54M
MNST
Monster Beverage Corp

Consumer Defensive
4.1K
+ 2.16%
$46.16 - $58.58 $189K - $240K
194K $11.3M
ELV
Elevance Health, Inc.

Healthcare
922
+ 6.29%
$365.9 - $436.25 $337K - $402K
15.6K $6.77M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
64.9K
+ 23.92%
$20.64 - $20.73 $1.34M - $1.35M
336K $6.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
105K
+ 23.27%
$24.91 - $29.02 $2.61M - $3.04M
554K $13.9M
WMB
Williams Companies, Inc.

Energy
9.34K
+ 6.7%
$54.02 - $61.09 $505K - $571K
149K $8.9M
BRO
Brown & Brown, Inc.

Financial Services
4.84K
+ 14.74%
$100.54 - $124.4 $486K - $602K
37.7K $4.68M
HESM
Hess Midstream LP

Energy
31.5K
New
$37.59 - $43.88 $1.18M - $1.38M
31.5K $1.33M
BSCV
Invesco ETF Self Indexed Fd Tr
76.7K
+ 25.34%
$15.87 - $16.38 $1.22M - $1.26M
379K $6.18M
APO
Apollo Global Management, Inc.

Financial Services
13.3K
+ 76.09%
$126.01 - $172.06 $1.67M - $2.28M
30.7K $4.21M
SLB
Schlumberger Limited

Energy
27.4K
+ 54.59%
$38.4 - $43.74 $1.05M - $1.2M
77.7K $3.25M
BA
Boeing CO

Industrials
10.1K
+ 15.41%
$148.15 - $186.25 $1.5M - $1.89M
76K $13M
NEAR
Blackrock Short Maturity Bond

ETFs
25.5K
+ 193.66%
$50.4 - $50.89 $1.29M - $1.3M
38.7K $1.97M
WEC
Wec Energy Group, Inc.

Utilities
3.16K
+ 4.96%
$92.12 - $108.98 $291K - $344K
66.9K $7.29M
GPC
Genuine Parts CO

Consumer Cyclical
10.5K
+ 61.57%
$115.91 - $129.02 $1.22M - $1.35M
27.6K $3.28M
WELL
Welltower Inc.

Real Estate
1.87K
+ 5.09%
$124.05 - $156.86 $232K - $293K
38.6K $5.91M
FDN
First Tr Fd Dow Jones

ETFs
5.77K
New
$221.38 - $266.86 $1.28M - $1.54M
5.77K $1.28M
UGI
Ugi Corp

Utilities
34.2K
+ 115.91%
$28.0 - $34.16 $959K - $1.17M
63.8K $2.11M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20K
+ 6.67%
$78.0 - $84.37 $1.56M - $1.68M
319K $25.5M
BAX
Baxter International Inc

Healthcare
31.6K
+ 90.08%
$29.26 - $36.57 $925K - $1.16M
66.7K $2.28M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.2K
+ 74.35%
$48.43 - $49.9 $1.17M - $1.21M
56.7K $2.83M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
11.4K
+ 25.67%
$106.46 - $114.75 $1.21M - $1.31M
55.8K $6.15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
60.4K
+ 82.51%
$20.05 - $20.4 $1.21M - $1.23M
134K $2.72M
VICI
Vici Properties Inc.

Real Estate
33K
+ 66.85%
$28.21 - $32.68 $930K - $1.08M
82.3K $2.69M
QCOM
Qualcomm Inc

Technology
7.98K
+ 6.94%
$151.94 - $175.86 $1.21M - $1.4M
123K $18.9M
ACGL
Arch Capital Group Ltd.

Financial Services
11.4K
+ 40.08%
$88.13 - $96.94 $1.01M - $1.11M
39.9K $3.84M
GLW
Corning Inc

Technology
28.5K
+ 50.79%
$44.91 - $54.25 $1.28M - $1.55M
84.6K $3.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
60.8K
+ 70.59%
$19.43 - $19.62 $1.18M - $1.19M
147K $2.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.72K
+ 13.71%
$114.57 - $118.14 $999K - $1.03M
72.4K $8.55M
EMB
Ishares Tr

ETFs
12.6K
+ 39.33%
$88.64 - $92.03 $1.11M - $1.16M
44.5K $4.03M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
51.5K
+ 58.61%
$21.23 - $22.14 $1.09M - $1.14M
139K $3.07M
LKQ
Lkq Corp

Consumer Cyclical
8.78K
+ 6.34%
$36.24 - $44.05 $318K - $387K
147K $6.26M
BSCU
Invesco Exc Self Ind Tr

ETFs
68.2K
+ 81.73%
$16.2 - $16.64 $1.11M - $1.14M
152K $2.52M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
13.6K
+ 56.24%
$92.51 - $102.81 $1.26M - $1.4M
37.9K $3.51M
NRG
Nrg Energy, Inc.

Utilities
11K
+ 65.64%
$84.82 - $113.33 $934K - $1.25M
27.8K $2.65M
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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