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
VZ
Verizon Communications Inc

Communication Services
4.44K
+ 1.23%
$37.81 - $46.49 $168K - $207K
367K $16.6M
OLED
Universal Display Corp Pa

Technology
15.7K
+ 219.67%
$139.48 - $161.59 $2.19M - $2.54M
22.9K $3.19M
VTV
Vanguard Value ETF

ETFs
4.16K
+ 1.0%
$167.73 - $179.21 $698K - $746K
418K $72.3M
XLF
Financial Sector Spdr

ETFs
33.2K
+ 10.11%
$47.32 - $52.19 $1.57M - $1.74M
362K $18M
ITA
Ishares Tr

ETFs
12.7K
+ 52.19%
$144.84 - $159.5 $1.84M - $2.03M
37.1K $5.68M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.63K
+ 150.75%
$378.71 - $442.54 $1.75M - $2.05M
7.69K $3.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20K
+ 28.92%
$95.85 - $99.25 $1.92M - $1.99M
89.2K $8.82M
EPI
Wisdomtree Tr India Earnings F

ETFs
48.6K
+ 708.32%
$40.08 - $45.85 $1.95M - $2.23M
55.5K $2.43M
CTA
Simplify Exch Traded Fds Simpl

ETFs
64K
+ 56.7%
$27.81 - $30.21 $1.78M - $1.93M
177K $5.23M
VOD
Vodafone Group Public LTD CO

Communication Services
143K
+ 16.98%
$8.05 - $9.86 $1.15M - $1.41M
985K $9.23M
MCD
Mcdonalds Corp

Consumer Cyclical
2.02K
+ 3.2%
$279.74 - $321.29 $566K - $650K
65.2K $20.4M
CLOI
Vaneck ETF Tr

ETFs
38.4K
+ 120.03%
$52.68 - $53.16 $2.02M - $2.04M
70.4K $3.72M
MCK
Mckesson Corp

Healthcare
1.2K
+ 10.19%
$566.21 - $672.99 $678K - $806K
13K $8.72M
AEP
American Electric Power CO Inc

Utilities
4.53K
+ 5.51%
$90.32 - $109.27 $410K - $495K
86.9K $9.49M
CVS
Cvs Health Corp

Healthcare
6.99K
+ 11.29%
$44.22 - $68.64 $309K - $480K
68.9K $4.67M
FDX
Fedex Corp

Industrials
12.2K
+ 40.8%
$230.33 - $281.53 $2.81M - $3.43M
42.1K $10.3M
AZO
Autozone Inc

Consumer Cyclical
131
+ 6.0%
$3193.96 - $3828.11 $418K - $501K
2.31K $8.82M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
8.14K
+ 23.22%
$88.0 - $115.5 $717K - $941K
43.2K $4.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.84K
+ 104.37%
$211.47 - $267.17 $2.08M - $2.63M
19.3K $4.07M
LNG
Cheniere Energy, Inc.

Energy
6.28K
+ 35.27%
$209.32 - $253.66 $1.32M - $1.59M
24.1K $5.58M
UNP
Union Pacific Corp

Industrials
5.17K
+ 8.25%
$225.21 - $254.42 $1.16M - $1.31M
67.8K $16M
MCO
Moodys Corp

Financial Services
3.77K
+ 46.65%
$437.8 - $527.48 $1.65M - $1.99M
11.8K $5.51M
SCHW
Schwab Charles Corp

Financial Services
13.2K
+ 9.34%
$71.24 - $83.64 $939K - $1.1M
154K $12.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.39K
+ 51.08%
$634.14 - $744.83 $2.15M - $2.52M
10K $6.36M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
26K
+ 64.28%
N/A
66.4K $4.14M
HYMU
Blackrock ETF Tr Ii High Yield
68.6K
+ 58.1%
$22.43 - $23.19 $1.54M - $1.59M
187K $4.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.92K
+ 15.26%
$283.24 - $338.07 $1.39M - $1.66M
37.2K $11M
IBDV
Ishares Tr

Technology
71.6K
+ 78.82%
$21.11 - $21.73 $1.51M - $1.56M
162K $3.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.9K
+ 2.82%
$42.5 - $46.71 $762K - $837K
654K $29.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
33.8K
+ 46.91%
$36.91 - $41.03 $1.25M - $1.39M
106K $4.2M
NOC
Northrop Grumman Corp

Industrials
1.24K
+ 6.06%
$433.45 - $513.82 $535K - $635K
21.6K $11.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
24.9K
+ 139.35%
$59.97 - $70.03 $1.49M - $1.74M
42.7K $2.68M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.2K
+ 28.97%
$79.17 - $82.04 $1.36M - $1.41M
76.6K $6.26M
SNY
Sanofi

Healthcare
13.1K
+ 12.39%
$48.15 - $59.42 $633K - $781K
119K $6.61M
GE
General Electric CO

Industrials
3.54K
+ 15.39%
$168.59 - $212.13 $597K - $751K
26.6K $5.31M
EA
Electronic Arts Inc.

Communication Services
10.2K
+ 108.79%
$116.53 - $146.29 $1.19M - $1.49M
19.6K $2.83M
WRB
Berkley W R Corp

Financial Services
3.54K
+ 3.8%
$56.7 - $71.27 $201K - $253K
96.9K $6.89M
CSCO
Cisco Systems, Inc.

Technology
10.5K
+ 3.37%
$58.74 - $64.87 $616K - $680K
322K $19.9M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.21K
+ 26.62%
$308.87 - $383.33 $1.3M - $1.61M
20K $6.54M
MNST
Monster Beverage Corp

Consumer Defensive
4.1K
+ 2.16%
$46.16 - $58.58 $189K - $240K
194K $11.3M
ELV
Elevance Health, Inc.

Healthcare
922
+ 6.29%
$365.9 - $436.25 $337K - $402K
15.6K $6.77M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
64.9K
+ 23.92%
$20.64 - $20.73 $1.34M - $1.35M
336K $6.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
105K
+ 23.27%
$24.91 - $29.02 $2.61M - $3.04M
554K $13.9M
WMB
Williams Companies, Inc.

Energy
9.34K
+ 6.7%
$54.02 - $61.09 $505K - $571K
149K $8.9M
BRO
Brown & Brown, Inc.

Financial Services
4.84K
+ 14.74%
$100.54 - $124.4 $486K - $602K
37.7K $4.68M
BSCV
Invesco ETF Self Indexed Fd Tr
76.7K
+ 25.34%
$15.87 - $16.38 $1.22M - $1.26M
379K $6.18M
APO
Apollo Global Management, Inc.

Financial Services
13.3K
+ 76.09%
$126.01 - $172.06 $1.67M - $2.28M
30.7K $4.21M
SLB
Schlumberger Limited

Energy
27.4K
+ 54.59%
$38.4 - $43.74 $1.05M - $1.2M
77.7K $3.25M
BA
Boeing CO

Industrials
10.1K
+ 15.41%
$148.15 - $186.25 $1.5M - $1.89M
76K $13M
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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