Atria Investments LLC Incresed Positions in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.01K
+ 8.81%
$22.87 - $24.35 $23.2K - $24.7K
12.5K $304K
FRPT
Freshpet, Inc.

Consumer Defensive
1.57K
+ 30.96%
$67.88 - $89.64 $107K - $141K
6.64K $451K
AEE
Ameren Corp

Utilities
1.06K
+ 6.5%
$94.23 - $101.68 $99.7K - $108K
17.3K $1.67M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.92K
+ 2.33%
$20.99 - $23.93 $61.2K - $69.8K
128K $3M
AIZ
Assurant, Inc.

Financial Services
225
+ 17.74%
$179.73 - $211.56 $40.4K - $47.6K
1.49K $294K
ATEC
Alphatec Holdings, Inc.

Healthcare
421
+ 1.72%
$9.43 - $13.03 $3.97K - $5.49K
24.9K $276K
ASH
Ashland Global Holdings Inc

Basic Materials
1.24K
+ 33.01%
$46.53 - $57.87 $57.8K - $71.9K
5.01K $251K
ALRM
Alarm.Com Holdings, Inc.

Technology
339
+ 3.99%
$49.34 - $60.68 $16.7K - $20.6K
8.83K $499K
GNOM
Global X Fds Genomics & Biotec

ETFs
2.07K
+ 12.6%
$6.97 - $8.49 $14.4K - $17.6K
18.5K $156K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
459
+ 0.87%
N/A
53.1K $3.06M
RE
Everest Re Group LTD

Financial Services
69
+ 5.53%
N/A
1.32K $487K
CASH
Meta Financial Group Inc

Financial Services
65
+ 2.09%
$67.2 - $83.08 $4.37K - $5.4K
3.18K $251K
CATY
Cathay General Bancorp

Financial Services
231
+ 4.88%
$37.32 - $45.67 $8.62K - $10.5K
4.97K $226K
MMYT
Make My Trip LTD

Consumer Cyclical
256
+ 5.75%
N/A
4.71K $405K
INTA
Intapp, Inc.

Technology
1.29K
+ 19.39%
$48.49 - $59.55 $62.7K - $77K
7.96K $410K
ADT
Adt Inc.

Industrials
1.8K
+ 13.54%
$7.54 - $8.6 $13.6K - $15.5K
15.1K $128K
AGNC
Agnc Investment Corp.

Real Estate
3.11K
+ 15.84%
$8.12 - $9.49 $25.2K - $29.5K
22.7K $208K
VICI
Vici Properties Inc.

Real Estate
679
+ 0.82%
$29.41 - $32.97 $20K - $22.4K
83K $2.71M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.12K
+ 12.09%
$52.21 - $67.1 $58.6K - $75.4K
10.4K $610K
MD
Mednax, Inc.

Healthcare
1.41K
+ 9.39%
$12.0 - $15.17 $16.9K - $21.4K
16.4K $235K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
661
+ 4.02%
$28.02 - $32.37 $18.5K - $21.4K
17.1K $543K
BRSP
Bright Spire Capital, Inc.

Real Estate
7.15K
+ 18.47%
$4.3 - $5.59 $30.7K - $40K
45.9K $231K
BOH
Bank Of Hawaii Corp

Financial Services
362
+ 6.1%
$60.02 - $70.83 $21.7K - $25.6K
6.3K $425K
DBA
Invesco Db Agriculture Fund

ETFs
708
+ 3.81%
$25.27 - $27.68 $17.9K - $19.6K
19.3K $504K
TBK
Triumph Bancorp, Inc.

Financial Services
243
+ 5.0%
N/A
5.1K $327K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
216
+ 0.22%
$22.09 - $22.44 $4.77K - $4.85K
99K $2.21M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
427
+ 2.11%
$28.96 - $32.46 $12.4K - $13.9K
20.7K $660K
PHG
Koninklijke Philips Nv

Healthcare
1.71K
+ 9.07%
$21.67 - $25.64 $37K - $43.8K
20.5K $491K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
138
+ 2.6%
$37.31 - $43.82 $5.15K - $6.05K
5.44K $238K
CACI
Caci International Inc

Technology
31
+ 3.08%
N/A
1.04K $444K
ZG
Zillow Group, Inc.

Communication Services
102
+ 2.89%
$59.44 - $70.64 $6.06K - $7.21K
3.63K $248K
SWK
Stanley Black & Decker, Inc.

Industrials
1.22K
+ 16.05%
$55.86 - $76.98 $68K - $93.7K
8.8K $596K
UTHR
United Therapeutics Corp

Healthcare
106
+ 12.63%
$276.47 - $328.4 $29.3K - $34.8K
945 $271K
JBI
Janus International Group, Inc.

Industrials
364
+ 3.54%
$6.06 - $8.86 $2.21K - $3.23K
10.6K $86K
BEAM
Beam Therapeutics Inc.

Healthcare
2.1K
+ 21.03%
$14.54 - $20.24 $30.6K - $42.6K
12.1K $206K
CWK
Cushman & Wakefield PLC

Real Estate
157
+ 1.46%
$7.9 - $11.13 $1.24K - $1.75K
10.9K $120K
BIIB
Biogen Inc.

Healthcare
243
+ 14.32%
$113.38 - $135.49 $27.6K - $32.9K
1.94K $243K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.22%
$162.65 - $188.71 $651 - $755
1.86K $351K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
406
+ 3.8%
$25.13 - $26.07 $10.2K - $10.6K
11.1K $286K
NEO
Neogenomics Inc

Healthcare
4.41K
+ 42.77%
$6.4 - $10.27 $28.2K - $45.3K
14.7K $107K
KC
Kingsoft Cloud Holdings LTD

Technology
2.79K
+ 18.99%
$10.98 - $15.9 $30.6K - $44.3K
17.4K $218K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
784
+ 7.46%
$26.94 - $34.72 $21.1K - $27.2K
11.3K $355K
ERX
Direxion Daily Energy Bull 2 X

ETFs
1.37K
+ 30.61%
$42.83 - $66.07 $58.6K - $90.4K
5.84K $299K
CLVT
Clarivate PLC

Technology
608
+ 4.97%
$3.1 - $4.5 $1.88K - $2.74K
12.8K $55K
IYE
Ishares Tr

ETFs
1.17K
+ 10.35%
$40.36 - $49.67 $47.3K - $58.2K
12.5K $565K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
1.22K
+ 8.84%
$6.87 - $8.24 $8.37K - $10K
15K $118K
FFIN
First Financial Bankshares Inc

Financial Services
188
+ 2.1%
$31.3 - $37.48 $5.88K - $7.05K
9.15K $329K
DOCU
Docusign, Inc.

Technology
449
+ 5.61%
$70.35 - $93.84 $31.6K - $42.1K
8.46K $658K
CMA
Comerica Inc

Financial Services
31
+ 0.42%
$50.42 - $59.65 $1.56K - $1.85K
7.36K $439K
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
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