Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
14K
+ 34.76%
$49.39 - $49.76 $689K - $694K
54.1K $2.69M
IYK
Ishares U.S. Consumer Staples

ETFs
9.84K
+ 347.68%
$67.29 - $72.42 $662K - $712K
12.7K $892K
FLGR
Franklin Templeton ETF Tr

ETFs
20.5K
New
$26.16 - $33.6 $535K - $687K
20.5K $685K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.3K
+ 36.35%
$39.93 - $46.67 $491K - $574K
46.2K $2.15M
SYK
Stryker Corp

Healthcare
210
+ 0.82%
$337.37 - $395.63 $70.8K - $83.1K
25.9K $10.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
593
+ 0.61%
$54.19 - $67.22 $32.1K - $39.9K
98.3K $6.61M
CASY
Caseys General Stores Inc

Consumer Cyclical
178
+ 2.31%
$415.82 - $510.91 $74K - $90.9K
7.87K $4.02M
HUBB
Hubbell Inc

Industrials
1.36K
+ 91.22%
$315.94 - $408.41 $430K - $556K
2.85K $1.17M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
10.3K
+ 11.99%
$33.42 - $40.68 $346K - $421K
96.6K $3.93M
MMM
3 M CO

Industrials
2.87K
+ 6.61%
$126.09 - $154.15 $362K - $442K
46.2K $7.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 22.54%
$49.57 - $50.27 $634K - $643K
69.5K $3.49M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
28.9K
+ 23.11%
$11.9 - $15.57 $344K - $450K
154K $2.37M
DLR
Digital Realty Trust, Inc.

Real Estate
1.73K
+ 15.12%
$136.11 - $177.69 $235K - $307K
13.1K $2.29M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
28K
+ 18.19%
$23.03 - $23.59 $644K - $660K
182K $4.28M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.7K
New
$50.39 - $60.05 $539K - $642K
10.7K $642K
PRI
Primerica, Inc.

Financial Services
2.74K
+ 27.65%
$244.39 - $290.62 $670K - $796K
12.7K $3.46M
DAL
Delta Air Lines, Inc.

Industrials
10.6K
+ 51.62%
$35.88 - $52.99 $381K - $562K
31.2K $1.53M
EBAY
Ebay Inc

Consumer Cyclical
1.65K
+ 2.15%
$59.52 - $79.36 $97.9K - $131K
78K $5.81M
TRS
Trimas Corp

Consumer Cyclical
22.2K
New
$19.9 - $28.61 $442K - $635K
22.2K $635K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.19K
+ 1.18%
$36.01 - $45.69 $42.8K - $54.3K
102K $4.66M
SAN
Banco Santander, S.A.

Financial Services
70.1K
+ 210.43%
$5.72 - $8.32 $401K - $583K
103K $857K
ONON
On Holding Ag

Consumer Cyclical
11.2K
+ 179.27%
$37.65 - $60.68 $422K - $680K
17.4K $908K
URI
United Rentals, Inc.

Industrials
47
+ 1.01%
$551.94 - $753.4 $25.9K - $35.4K
4.71K $3.55M
NDSN
Nordson Corp

Industrials
2.01K
+ 13.16%
$167.51 - $223.5 $337K - $450K
17.3K $3.71M
SUB
Ishares Short Term National Mu

ETFs
5.7K
+ 24.61%
$104.77 - $106.34 $597K - $606K
28.8K $3.07M
MGM
Mgm Resorts International

Consumer Cyclical
13.7K
+ 42.58%
$25.79 - $34.95 $352K - $477K
45.7K $1.57M
PNR
Pentair PLC

Industrials
3.67K
+ 23.28%
$76.17 - $103.58 $279K - $380K
19.4K $1.99M
WTW
Willis Towers Watson PLC

Financial Services
2.27K
+ 87.55%
$295.96 - $337.43 $672K - $767K
4.87K $1.49M
ROAD
Construction Partners, Inc.

Industrials
835
+ 5.46%
$68.75 - $110.36 $57.4K - $92.2K
16.1K $1.71M
TWLO
Twilio Inc

Communication Services
3.51K
+ 53.76%
$81.34 - $124.36 $285K - $436K
10K $1.25M
WDAY
Workday, Inc.

Technology
1.4K
+ 3.33%
$210.47 - $274.71 $294K - $383K
43.3K $10.4M
ES
Eversource Energy

Utilities
8.94K
+ 38.11%
$54.25 - $65.89 $485K - $589K
32.4K $2.06M
CALM
Cal Maine Foods Inc

Consumer Defensive
6.06K
New
$90.17 - $103.07 $546K - $624K
6.06K $603K
NTES
Net Ease, Inc.

Communication Services
3.53K
+ 88.49%
$91.37 - $134.58 $323K - $475K
7.52K $1.01M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
518
+ 14.66%
$328.01 - $475.68 $170K - $246K
4.05K $1.9M
HSY
Hershey CO

Consumer Defensive
3.98K
+ 32.92%
$151.29 - $173.13 $602K - $689K
16.1K $2.67M
FEM
First Trust Emerging Markets A

ETFs
19.3K
+ 26.49%
$19.94 - $24.69 $384K - $476K
92K $2.26M
NTAP
Net App, Inc.

Technology
4.67K
+ 98.32%
$76.1 - $106.55 $356K - $498K
9.42K $1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
17.3K
+ 29.89%
$26.75 - $28.79 $464K - $499K
75.3K $2.16M
DUK
Duke Energy Corp

Utilities
6.8K
+ 12.31%
$112.46 - $124.05 $765K - $843K
62K $7.32M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.33K
+ 67.57%
$107.93 - $110.97 $576K - $592K
13.2K $1.46M
MTB
M&T Bank Corp

Financial Services
2.56K
+ 47.39%
$156.58 - $193.99 $400K - $496K
7.95K $1.54M
IYJ
Ishares Tr

ETFs
2.53K
+ 14.09%
$115.07 - $142.31 $291K - $360K
20.5K $2.91M
UAL
United Airlines Holdings, Inc.

Industrials
3.98K
+ 16.23%
$56.15 - $84.23 $223K - $335K
28.5K $2.27M
DDOG
Datadog, Inc.

Technology
1.28K
+ 11.27%
$87.0 - $134.33 $111K - $171K
12.6K $1.69M
AON
Aon PLC

Financial Services
3.26K
+ 23.11%
$335.85 - $398.81 $1.09M - $1.3M
17.4K $6.2M
CR
Crane Holdings, Co.

Industrials
1.99K
+ 39.43%
$132.79 - $189.89 $264K - $378K
7.03K $1.34M
ACM
Aecom

Industrials
4.94K
New
$87.19 - $113.06 $430K - $558K
4.94K $556K
TGT
Target Corp

Consumer Defensive
7.85K
+ 20.42%
$88.76 - $105.77 $697K - $830K
46.3K $4.57M
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