Atria Investments LLC Incresed Positions in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
67K
+ 74.5%
$243.19 - $288.14 $16.3M - $19.3M
157K $45.2M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
647K
+ 7267.0%
$25.44 - $25.58 $16.5M - $16.6M
656K $16.8M
IAU
Ishares Gold Trust

ETFs
174K
+ 137.85%
$49.74 - $58.96 $8.67M - $10.3M
301K $17.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
106K
+ 196.08%
$97.25 - $104.79 $10.3M - $11.1M
161K $16.7M
OEF
Ishares S&P 100 ETF

ETFs
40.6K
+ 1102.33%
N/A
44.3K $11.8M
PM
Philip Morris International Inc.

Consumer Defensive
33.5K
+ 24.85%
$117.15 - $158.79 $3.93M - $5.32M
168K $26.7M
JNJ
Johnson & Johnson

Healthcare
36.8K
+ 17.83%
$142.06 - $167.7 $5.22M - $6.17M
243K $40.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
166K
+ 13.82%
$44.72 - $46.25 $7.43M - $7.69M
1.37M $63.1M
ABBV
Abb Vie Inc.

Healthcare
14.3K
+ 8.2%
$169.2 - $216.66 $2.43M - $3.11M
189K $39.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
91.2K
+ 64.58%
$91.45 - $91.75 $8.34M - $8.37M
232K $21.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
278K
+ 565.8%
$24.5 - $24.95 $6.82M - $6.94M
327K $8.11M
IEMG
Ishares Inc

ETFs
121K
+ 16.3%
N/A
864K $46.4M
CVX
Chevron Corp

Energy
9.82K
+ 4.57%
$146.71 - $167.97 $1.44M - $1.65M
225K $37.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
45.9K
+ 18.29%
$168.16 - $186.21 $7.73M - $8.55M
297K $50.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
64.9K
+ 762.6%
$78.97 - $85.82 $5.12M - $5.57M
73.4K $6.09M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
52.8K
+ 665.33%
$100.32 - $100.76 $5.29M - $5.32M
60.7K $6.11M
SPSB
Spdr Portfolio Short Term Corp

ETFs
173K
+ 46.53%
$29.82 - $30.1 $5.17M - $5.22M
546K $16.4M
IVE
Ishares S&P 500 Value ETF

ETFs
27.1K
+ 21.69%
$185.78 - $198.58 $5.04M - $5.38M
152K $29M
XOM
Exxon Mobil Corp

Energy
20.1K
+ 8.65%
$105.44 - $118.93 $2.12M - $2.39M
252K $30M
HEFA
Ishares Currency Hedged Msci E

ETFs
136K
+ 282.79%
$34.83 - $37.52 $4.73M - $5.1M
184K $6.68M
XLG
Invesco Exchange Traded Fd Tr

ETFs
109K
+ 117.57%
$45.72 - $51.73 $4.98M - $5.63M
201K $9.27M
XLV
Select Sector Spdr Fund Health

ETFs
27K
+ 35.08%
$137.61 - $149.68 $3.72M - $4.04M
104K $15.2M
KO
Coca Cola CO

Consumer Defensive
27.5K
+ 9.93%
$60.81 - $72.32 $1.68M - $1.99M
305K $21.8M
FTHI
First Trust Exchange Traded Fd

ETFs
207K
+ 2377.75%
$21.62 - $23.74 $4.47M - $4.91M
215K $4.71M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
54.8K
+ 581.43%
$74.87 - $79.99 $4.1M - $4.38M
64.2K $4.94M
GBIL
Goldman Sachs Access Treasury

ETFs
39.8K
+ 28.44%
$99.85 - $100.19 $3.97M - $3.99M
180K $18M
AMGN
Amgen Inc

Healthcare
5.31K
+ 11.9%
$258.59 - $327.36 $1.37M - $1.74M
49.9K $15.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
45.1K
+ 15.05%
$76.94 - $78.28 $3.47M - $3.53M
345K $27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.68K
+ 25.19%
$402.49 - $513.76 $1.89M - $2.41M
23.3K $11.3M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
92.9K
+ 204.42%
$40.87 - $45.28 $3.8M - $4.21M
138K $5.73M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
72.8K
+ 106.33%
$50.39 - $50.66 $3.67M - $3.69M
141K $7.15M
AON
Aon PLC

Financial Services
8.73K
+ 162.1%
$348.44 - $409.32 $3.04M - $3.57M
14.1K $5.63M
ABT
Abbott Laboratories

Healthcare
2.58K
+ 1.54%
$111.1 - $140.22 $286K - $361K
170K $22.6M
IEFA
Ishares Tr

ETFs
4.79K
+ 0.8%
$69.57 - $78.65 $334K - $377K
602K $45.6M
SBUX
Starbucks Corp

Consumer Cyclical
25.7K
+ 18.77%
$91.75 - $115.81 $2.36M - $2.98M
163K $16M
IGV
Ishares Expanded Tech Software

ETFs
41.2K
+ 137.99%
$88.3 - $107.83 $3.64M - $4.44M
71.1K $6.33M
MMM
3 M CO

Industrials
18.6K
+ 75.12%
$129.7 - $155.12 $2.41M - $2.89M
43.4K $6.37M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.7K
+ 30.53%
$80.53 - $147.57 $865K - $1.59M
45.9K $6.07M
GVI
Ishares Tr

ETFs
27.2K
+ 135.58%
$103.49 - $106.02 $2.81M - $2.88M
47.2K $5M
PEP
Pepsico Inc

Consumer Defensive
19.7K
+ 19.37%
$142.64 - $156.42 $2.81M - $3.08M
121K $18.2M
DG
Dollar General Corp

Consumer Defensive
16K
+ 14.88%
$68.44 - $87.93 $1.1M - $1.41M
124K $10.9M
ROL
Rollins Inc

Consumer Cyclical
24.7K
+ 15.02%
$45.65 - $54.03 $1.13M - $1.33M
189K $10.2M
COP
Conocophillips

Energy
18.7K
+ 19.22%
$88.6 - $105.85 $1.65M - $1.98M
116K $12.2M
UBER
Uber Technologies, Inc

Technology
14.1K
+ 13.07%
$63.17 - $81.49 $890K - $1.15M
122K $8.88M
AZN
Astrazeneca PLC

Healthcare
20.8K
+ 20.07%
$65.37 - $77.96 $1.36M - $1.62M
125K $9.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.4K
+ 11.96%
$71.17 - $73.66 $1.88M - $1.94M
247K $18.1M
PLD
Prologis, Inc.

Real Estate
15.4K
+ 19.15%
$103.59 - $124.04 $1.59M - $1.9M
95.5K $10.7M
KMI
Kinder Morgan, Inc.

Energy
72.2K
+ 84.83%
$26.1 - $31.22 $1.89M - $2.26M
157K $4.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.5K
+ 14.63%
$56.12 - $68.15 $981K - $1.19M
137K $9.3M
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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