Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
1.68K
+ 14.33%
$216.28 - $284.39 $363K - $477K
13.4K $3.81M
AIQ
Global X Funds Global X Artifi

ETFs
21.2K
New
$31.5 - $43.69 $668K - $927K
21.2K $926K
NEAR
Blackrock Short Maturity Bond

ETFs
17.8K
+ 45.92%
$50.41 - $51.17 $896K - $909K
56.5K $2.89M
MGV
Vanguard Mega Cap Value

ETFs
6.34K
+ 18.49%
$114.87 - $131.25 $728K - $832K
40.6K $5.33M
SPMD
Spdr Portfolio

ETFs
14.4K
+ 36.42%
$44.89 - $54.38 $645K - $781K
53.8K $2.93M
PAYC
Paycom Software, Inc.

Technology
3.04K
+ 19.89%
$193.07 - $265.71 $586K - $806K
18.3K $4.23M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.7K
+ 42.56%
$82.21 - $83.12 $884K - $893K
36K $2.98M
MRVL
Marvell Technology, Inc.

Technology
4.27K
+ 12.09%
$49.38 - $79.97 $211K - $342K
39.6K $3.07M
LAMR
Lamar Advertising CO

Real Estate
6.7K
+ 67.45%
$102.35 - $121.67 $685K - $815K
16.6K $2.02M
CNM
Core & Main, Inc.

Industrials
14.7K
New
$44.53 - $60.36 $654K - $886K
14.7K $886K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.06K
+ 11.29%
$114.78 - $133.31 $581K - $675K
49.9K $6.65M
HDB
Hdfc Bank LTD

Financial Services
5.63K
+ 13.99%
$63.78 - $77.48 $359K - $436K
45.8K $3.51M
DT
Dynatrace, Inc.

Technology
14.1K
+ 198.2%
$41.21 - $55.9 $582K - $790K
21.3K $1.17M
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.93K
+ 20.89%
$55.15 - $68.11 $492K - $608K
51.7K $3.51M
TTEK
Tetra Tech Inc

Industrials
21.5K
+ 267.25%
$28.01 - $36.25 $603K - $781K
29.6K $1.06M
IDU
Ishares Tr U S Utils ETF

ETFs
7.89K
New
$93.98 - $106.11 $742K - $837K
7.89K $825K
NTRA
Natera, Inc.

Healthcare
3.06K
+ 30.09%
$132.23 - $171.87 $405K - $526K
13.2K $2.24M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
17.2K
New
$27.82 - $46.45 $478K - $799K
17.2K $798K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.2K
+ 36.47%
$56.84 - $65.5 $638K - $735K
42K $2.75M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.1K
+ 70.17%
$32.99 - $38.56 $663K - $775K
48.7K $1.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.12K
+ 2.83%
$51.16 - $62.02 $211K - $256K
150K $9.28M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
9.52K
New
$72.71 - $82.56 $692K - $786K
9.52K $776K
HBAN
Huntington Bancshares Inc

Financial Services
22.6K
+ 10.01%
$12.49 - $16.76 $282K - $379K
249K $4.17M
STAG
Stag Industrial, Inc.

Real Estate
21.2K
+ 66.31%
$30.08 - $37.02 $638K - $785K
53.2K $1.93M
IYF
Ishares Tr

ETFs
5.33K
+ 34.63%
$99.23 - $120.99 $528K - $644K
20.7K $2.5M
EEM
Ishares Msci Emerging Markets

ETFs
14.4K
+ 89.99%
$38.52 - $48.28 $553K - $693K
30.3K $1.46M
SHV
Ishares Tr

ETFs
6.93K
+ 16.09%
$110.06 - $110.46 $763K - $765K
50K $5.52M
TTWO
Take Two Interactive Software Inc

Communication Services
2.57K
+ 67.76%
$194.58 - $243.05 $500K - $625K
6.37K $1.55M
SNEX
Stone X Group Inc.

Financial Services
6.4K
+ 54.0%
$69.59 - $94.15 $446K - $603K
18.3K $1.66M
STN
Stantec Inc

Industrials
5.95K
+ 144.23%
$78.92 - $109.58 $470K - $652K
10.1K $1.1M
HLI
Houlihan Lokey, Inc.

Financial Services
2.35K
+ 13.5%
$141.59 - $182.75 $333K - $430K
19.8K $3.56M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
34K
New
$16.82 - $21.97 $572K - $747K
34K $746K
CVNA
Carvana Co.

Consumer Cyclical
2.21K
New
$162.57 - $345.64 $359K - $763K
2.21K $744K
FIX
Comfort Systems Usa Inc

Industrials
226
+ 7.81%
$296.51 - $536.21 $67K - $121K
3.12K $1.67M
ENB
Enbridge Inc

Energy
14.3K
+ 16.19%
$41.09 - $47.16 $589K - $676K
103K $4.66M
NKE
Nike, Inc.

Consumer Cyclical
2.95K
+ 4.22%
$53.27 - $72.04 $157K - $212K
72.8K $5.17M
CSX
Csx Corp

Industrials
8.58K
+ 6.08%
$26.69 - $32.91 $229K - $282K
150K $4.88M
ELV
Elevance Health, Inc.

Healthcare
3.7K
+ 23.78%
$372.27 - $452.69 $1.38M - $1.68M
19.3K $7.5M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
13.7K
+ 13.96%
$41.9 - $50.31 $575K - $691K
112K $5.39M
TDG
Trans Digm Group Inc

Industrials
131
+ 3.45%
$1231.75 - $1520.64 $161K - $199K
3.93K $5.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.1K
+ 13.39%
$43.28 - $50.37 $569K - $662K
111K $5.58M
WTRG
Essential Utilities, Inc.

Utilities
19.4K
New
$36.92 - $41.39 $714K - $801K
19.4K $718K
GLNG
Golar Lng LTD

Energy
17.4K
New
$30.7 - $42.63 $533K - $740K
17.4K $715K
SRLN
Ssga Active Trust

ETFs
16.7K
+ 38.56%
$39.47 - $41.59 $659K - $694K
60K $2.49M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
15.2K
New
$35.4 - $47.16 $536K - $715K
15.2K $714K
MSCI
Msci Inc.

Financial Services
961
+ 6.93%
$506.56 - $576.74 $487K - $554K
14.8K $8.55M
FDX
Fedex Corp

Industrials
6.15K
+ 14.63%
$198.07 - $245.17 $1.22M - $1.51M
48.2K $11M
MLM
Martin Marietta Materials Inc

Basic Materials
221
+ 2.68%
$452.51 - $568.19 $100K - $126K
8.47K $4.65M
UNM
Unum Group

Financial Services
8.7K
+ 184.18%
$70.48 - $82.91 $613K - $721K
13.4K $1.08M
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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email