Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
28.6K
+ 53.06%
$19.1 - $27.39 $547K - $784K
82.6K $1.88M
IJS
Ishares S&P Smallcap 600 Value

ETFs
8.12K
New
$96.3 - $112.23 $782K - $911K
8.12K $791K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.77K
+ 10.5%
$66.9 - $71.57 $587K - $628K
92.3K $6.5M
KMB
Kimberly Clark Corp

Consumer Defensive
5.23K
+ 156.88%
$124.46 - $147.4 $651K - $771K
8.57K $1.22M
FSYD
Fidelity Covington Tr Sustaina
16.7K
New
$46.95 - $48.14 $782K - $802K
16.7K $781K
MBB
Ishares Tr

ETFs
4.34K
+ 2.48%
$90.37 - $94.08 $392K - $408K
179K $16.8M
URI
United Rentals, Inc.

Industrials
1.61K
+ 52.92%
$594.17 - $789.56 $958K - $1.27M
4.66K $2.92M
SPTL
Spdr Portfolio Long Term Treas

ETFs
24K
+ 22.26%
$25.54 - $27.64 $613K - $663K
132K $3.59M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.1K
+ 233.39%
$33.63 - $37.64 $674K - $755K
28.6K $1.06M
HCA
Hca Healthcare, Inc.

Healthcare
1.48K
+ 26.22%
$296.7 - $345.55 $438K - $510K
7.11K $2.46M
ARKQ
Ark Autonomous Technology & Ro

ETFs
11.2K
New
$65.76 - $84.94 $739K - $955K
11.2K $745K
PSX
Phillips 66

Energy
4.35K
+ 22.58%
$113.93 - $131.55 $495K - $572K
23.6K $2.91M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
30K
New
$23.9 - $24.43 $716K - $732K
30K $720K
META
Meta Platforms, Inc.

Communication Services
4.12K
+ 3.33%
$576.36 - $736.67 $2.37M - $3.04M
128K $73.7M
APP
App Lovin Corp

Technology
4.33K
+ 57.63%
$238.08 - $510.13 $1.03M - $2.21M
11.8K $3.14M
TW
Tradeweb Markets Inc.

Financial Services
4.47K
+ 196.18%
$123.42 - $148.46 $551K - $663K
6.74K $1M
SE
Sea LTD

Consumer Cyclical
2.06K
+ 11.62%
$104.87 - $146.31 $216K - $302K
19.8K $2.59M
SHEL
Shell PLC

Energy
1.06K
+ 1.8%
$62.84 - $73.29 $66.5K - $77.5K
59.9K $4.39M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
22K
+ 66.85%
$32.86 - $38.05 $723K - $837K
54.9K $1.82M
CTAS
Cintas Corp

Industrials
941
+ 4.33%
$182.09 - $208.14 $171K - $196K
22.7K $4.66M
DWLD
Davis Fundamental ETF Tr

ETFs
18.1K
New
$35.32 - $39.55 $638K - $715K
18.1K $681K
KLAC
Kla Corp

Technology
456
+ 6.12%
$636.62 - $777.63 $290K - $355K
7.91K $5.37M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
14.5K
+ 44.55%
$43.76 - $45.31 $633K - $656K
47K $2.11M
VLO
Valero Energy Corp

Energy
1.75K
+ 3.78%
$121.76 - $142.99 $213K - $250K
48.1K $6.35M
LUV
Southwest Airlines CO

Industrials
19.9K
+ 80.92%
$28.18 - $34.84 $560K - $692K
44.4K $1.49M
OGE
Oge Energy Corp.

Utilities
14.5K
New
$39.76 - $46.32 $577K - $672K
14.5K $666K
IYF
Ishares Tr

ETFs
5.57K
+ 56.75%
$107.69 - $119.37 $600K - $665K
15.4K $1.74M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
26.8K
New
$23.18 - $24.68 $621K - $661K
26.8K $650K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
15.1K
+ 80.66%
$42.86 - $45.92 $648K - $694K
33.9K $1.47M
IXUS
Ishares Tr

ETFs
1.98K
+ 1.48%
$65.06 - $72.31 $129K - $143K
136K $9.52M
JKHY
Henry Jack & Associates Inc

Technology
2.5K
+ 10.43%
$166.47 - $191.28 $416K - $478K
26.5K $4.83M
GL
Globe Life Inc.

Financial Services
4.76K
New
$111.2 - $131.72 $529K - $627K
4.76K $627K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.9K
+ 95.22%
$24.73 - $25.62 $590K - $611K
48.9K $1.25M
UMBF
Umb Financial Corp

Financial Services
7.07K
+ 84.08%
$98.0 - $122.56 $693K - $866K
15.5K $1.56M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.21K
+ 0.38%
$42.4 - $44.11 $93.7K - $97.4K
586K $25.7M
VDE
Vanguard Energy ETF

ETFs
2.75K
+ 9.42%
$119.14 - $132.76 $327K - $364K
31.9K $4.14M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
13.5K
+ 49.98%
$44.41 - $45.43 $602K - $615K
40.7K $1.81M
DCI
Donaldson CO Inc

Industrials
8.98K
+ 64.45%
$66.51 - $72.28 $597K - $649K
22.9K $1.54M
UAL
United Airlines Holdings, Inc.

Industrials
13.2K
+ 116.78%
$69.05 - $110.52 $912K - $1.46M
24.5K $1.69M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
13K
+ 62.91%
$47.09 - $50.46 $614K - $658K
33.8K $1.61M
JBL
Jabil Inc

Technology
4.53K
+ 145.8%
$130.51 - $173.33 $592K - $786K
7.64K $1.04M
PZZA
Papa Johns International Inc

Consumer Cyclical
14.3K
New
$36.01 - $51.28 $515K - $733K
14.3K $587K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
13.1K
+ 70.92%
$44.96 - $47.9 $591K - $629K
31.7K $1.44M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
38.2K
+ 6.63%
$20.7 - $21.15 $790K - $807K
614K $12.7M
JLL
Jones Lang Lasalle Inc

Real Estate
2.46K
+ 36.84%
$238.0 - $284.76 $586K - $701K
9.15K $2.27M
IYC
Ishares U.S. Consumer Discreti

ETFs
6.69K
+ 299.96%
$85.71 - $101.2 $573K - $677K
8.92K $787K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.38K
+ 33.34%
$203.38 - $274.79 $891K - $1.2M
17.5K $3.6M
BBY
Best Buy CO Inc

Consumer Cyclical
8.77K
+ 132.39%
$70.3 - $91.1 $617K - $799K
15.4K $1.13M
ARES
Ares Management Corp

Financial Services
5.54K
+ 68.1%
$140.19 - $198.28 $777K - $1.1M
13.7K $2.01M
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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