Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IMTM
Ishares Msci Intl Momentum Fac

ETFs
23.3K
+ 30.0%
$37.06 - $41.11 $863K - $957K
101K $4.03M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
9.75K
New
$110.75 - $120.15 $1.08M - $1.17M
9.75K $1.13M
SCHR
Schwab Intermediate Term Us Tr

ETFs
45K
New
$24.05 - $24.86 $1.08M - $1.12M
45K $1.12M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
86.4K
+ 42.54%
$16.57 - $18.85 $1.43M - $1.63M
290K $4.82M
NGG
National Grid PLC

Utilities
11.3K
+ 18.73%
$56.13 - $65.61 $634K - $741K
71.6K $4.69M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
57.8K
+ 51.02%
$18.18 - $18.58 $1.05M - $1.07M
171K $3.17M
PLTR
Palantir Technologies Inc.

Technology
6.28K
+ 9.81%
$64.98 - $124.62 $408K - $782K
70.2K $5.93M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
55.2K
+ 68.56%
$19.42 - $19.54 $1.07M - $1.08M
136K $2.65M
CAH
Cardinal Health Inc

Healthcare
5.57K
+ 35.35%
$118.02 - $137.77 $657K - $767K
21.3K $2.94M
LVHI
Franklin International Low Vol

ETFs
19.8K
+ 8.46%
$30.53 - $32.85 $604K - $650K
254K $8.21M
CSX
Csx Corp

Industrials
44.9K
+ 46.63%
$29.11 - $33.67 $1.31M - $1.51M
141K $4.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.7K
+ 13.66%
$49.78 - $53.19 $1.03M - $1.1M
172K $8.79M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
11K
New
$92.03 - $93.95 $1.02M - $1.04M
11K $1.02M
AIG
American International Group, Inc.

Financial Services
1.25K
+ 1.95%
$70.5 - $86.94 $88K - $109K
65.3K $5.68M
LYB
Lyondell Basell Industries N.V.

Basic Materials
16.1K
+ 48.69%
$69.82 - $78.67 $1.12M - $1.27M
49.2K $3.46M
MELI
Mercadolibre Inc

Consumer Cyclical
198
+ 8.11%
$1739.0 - $2260.0 $344K - $447K
2.64K $5.15M
KEX
Kirby Corp

Industrials
11.4K
+ 32.37%
$95.1 - $112.81 $1.09M - $1.29M
46.8K $4.72M
DASH
Door Dash, Inc.

Communication Services
4.41K
+ 38.01%
$168.37 - $213.38 $743K - $942K
16K $2.93M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
27.2K
New
$35.37 - $41.21 $962K - $1.12M
27.2K $981K
F
Ford Motor CO

Consumer Cyclical
94.9K
+ 43.57%
$9.12 - $10.43 $865K - $990K
313K $3.14M
CCI
Crown Castle International Corp

Real Estate
4.56K
+ 12.22%
$84.33 - $106.39 $385K - $485K
41.9K $4.37M
NVS
Novartis Ag

Healthcare
3.23K
+ 7.47%
$97.14 - $115.57 $314K - $373K
46.5K $5.18M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.84K
New
$117.4 - $131.02 $920K - $1.03M
7.84K $938K
HEZU
Ishares Currency Hedged Msci E

ETFs
23.9K
New
$35.85 - $40.72 $857K - $973K
23.9K $931K
RDVY
First Trust Rising Dividend Ac

ETFs
16.3K
+ 25.88%
$57.22 - $63.39 $935K - $1.04M
79.5K $4.65M
PFE
Pfizer Inc

Healthcare
48.6K
+ 18.21%
$25.01 - $27.13 $1.22M - $1.32M
316K $8M
PPL
Ppl Corp

Utilities
18K
+ 24.86%
$31.68 - $36.11 $569K - $649K
90.3K $3.26M
WFC
Wells Fargo & Company

Financial Services
7.75K
+ 3.5%
$66.78 - $81.42 $518K - $631K
229K $16.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
10K
+ 40.84%
$46.15 - $63.53 $462K - $636K
34.5K $2.12M
MPC
Marathon Petroleum Corp

Energy
4.69K
+ 14.18%
$134.72 - $159.03 $632K - $746K
37.8K $5.5M
OVV
Ovintiv Inc.

Energy
19.4K
+ 80.46%
$37.84 - $45.91 $735K - $892K
43.6K $1.86M
YUM
Yum Brands Inc

Consumer Cyclical
1.96K
+ 7.87%
$123.25 - $162.53 $242K - $319K
26.9K $4.23M
SNPS
Synopsys Inc

Technology
3.23K
+ 36.34%
$428.58 - $551.54 $1.38M - $1.78M
12.1K $5.2M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
15.8K
+ 12.97%
$34.25 - $37.6 $540K - $592K
137K $5.05M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10K
+ 93.24%
$91.68 - $109.93 $917K - $1.1M
20.7K $1.94M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13K
+ 4.72%
$44.68 - $46.49 $582K - $606K
289K $13.4M
PUK
Prudential PLC

Financial Services
34K
+ 141.7%
$14.54 - $21.92 $494K - $745K
58K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.9K
+ 49.53%
$22.46 - $23.26 $806K - $834K
108K $2.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.8K
+ 48.11%
$237.72 - $276.98 $904K - $1.05M
11.7K $2.86M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18K
New
$47.25 - $67.02 $852K - $1.21M
18K $857K
FBT
First Trust Nyse Arca Biotechn

ETFs
5.01K
New
$164.86 - $182.19 $826K - $913K
5.01K $852K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
20.6K
New
$38.5 - $43.78 $793K - $902K
20.6K $847K
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.1K
+ 15.91%
$39.18 - $43.52 $671K - $745K
125K $5.22M
BK
Bank Of New York Mellon Corp

Financial Services
3.23K
+ 3.97%
$75.42 - $88.95 $243K - $287K
84.4K $7.08M
NUE
Nucor Corp

Basic Materials
6.82K
+ 210.76%
$114.48 - $142.52 $781K - $972K
10.1K $1.21M
NXST
Nexstar Media Group, Inc.

Communication Services
3.8K
+ 61.77%
$146.34 - $182.75 $557K - $695K
9.96K $1.79M
DUK
Duke Energy Corp

Utilities
214
+ 0.39%
$105.87 - $121.97 $22.7K - $26.1K
55.2K $6.74M
DVN
Devon Energy Corp

Energy
17K
+ 46.97%
$33.15 - $38.55 $565K - $656K
53.3K $1.99M
EXPD
Expeditors International Of Washington Inc

Industrials
4.32K
+ 14.84%
$109.09 - $126.48 $471K - $546K
33.4K $4.02M
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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