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
NEAR
Blackrock Short Maturity Bond

ETFs
25.5K
+ 193.66%
$50.4 - $50.89 $1.29M - $1.3M
38.7K $1.97M
WEC
Wec Energy Group, Inc.

Utilities
3.16K
+ 4.96%
$92.12 - $108.98 $291K - $344K
66.9K $7.29M
GPC
Genuine Parts CO

Consumer Cyclical
10.5K
+ 61.57%
$115.91 - $129.02 $1.22M - $1.35M
27.6K $3.28M
WELL
Welltower Inc.

Real Estate
1.87K
+ 5.09%
$124.05 - $156.86 $232K - $293K
38.6K $5.91M
UGI
Ugi Corp

Utilities
34.2K
+ 115.91%
$28.0 - $34.16 $959K - $1.17M
63.8K $2.11M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20K
+ 6.67%
$78.0 - $84.37 $1.56M - $1.68M
319K $25.5M
BAX
Baxter International Inc

Healthcare
31.6K
+ 90.08%
$29.26 - $36.57 $925K - $1.16M
66.7K $2.28M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24.2K
+ 74.35%
$48.43 - $49.9 $1.17M - $1.21M
56.7K $2.83M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
11.4K
+ 25.67%
$106.46 - $114.75 $1.21M - $1.31M
55.8K $6.15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
60.4K
+ 82.51%
$20.05 - $20.4 $1.21M - $1.23M
134K $2.72M
QCOM
Qualcomm Inc

Technology
7.98K
+ 6.94%
$151.94 - $175.86 $1.21M - $1.4M
123K $18.9M
ACGL
Arch Capital Group Ltd.

Financial Services
11.4K
+ 40.08%
$88.13 - $96.94 $1.01M - $1.11M
39.9K $3.84M
GLW
Corning Inc

Technology
28.5K
+ 50.79%
$44.91 - $54.25 $1.28M - $1.55M
84.6K $3.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
60.8K
+ 70.59%
$19.43 - $19.62 $1.18M - $1.19M
147K $2.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.72K
+ 13.71%
$114.57 - $118.14 $999K - $1.03M
72.4K $8.55M
EMB
Ishares Tr

ETFs
12.6K
+ 39.33%
$88.64 - $92.03 $1.11M - $1.16M
44.5K $4.03M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
51.5K
+ 58.61%
$21.23 - $22.14 $1.09M - $1.14M
139K $3.07M
LKQ
Lkq Corp

Consumer Cyclical
8.78K
+ 6.34%
$36.24 - $44.05 $318K - $387K
147K $6.26M
BSCU
Invesco Exc Self Ind Tr

ETFs
68.2K
+ 81.73%
$16.2 - $16.64 $1.11M - $1.14M
152K $2.52M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
13.6K
+ 56.24%
$92.51 - $102.81 $1.26M - $1.4M
37.9K $3.51M
NRG
Nrg Energy, Inc.

Utilities
11K
+ 65.64%
$84.82 - $113.33 $934K - $1.25M
27.8K $2.65M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
23.3K
+ 30.0%
$37.06 - $41.11 $863K - $957K
101K $4.03M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
86.4K
+ 42.54%
$16.57 - $18.85 $1.43M - $1.63M
290K $4.82M
NGG
National Grid PLC

Utilities
11.3K
+ 18.73%
$56.13 - $65.61 $634K - $741K
71.6K $4.69M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
57.8K
+ 51.02%
$18.18 - $18.58 $1.05M - $1.07M
171K $3.17M
PLTR
Palantir Technologies Inc.

Technology
6.28K
+ 9.81%
$64.98 - $124.62 $408K - $782K
70.2K $5.93M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
55.2K
+ 68.56%
$19.42 - $19.54 $1.07M - $1.08M
136K $2.65M
CAH
Cardinal Health Inc

Healthcare
5.57K
+ 35.35%
$118.02 - $137.77 $657K - $767K
21.3K $2.94M
LVHI
Franklin International Low Vol

ETFs
19.8K
+ 8.46%
$30.53 - $32.85 $604K - $650K
254K $8.21M
BNDX
Vanguard Total International B

ETFs
23.4K
+ 6.67%
$48.33 - $49.5 $1.13M - $1.16M
374K $18.3M
CSX
Csx Corp

Industrials
44.9K
+ 46.63%
$29.11 - $33.67 $1.31M - $1.51M
141K $4.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.7K
+ 13.66%
$49.78 - $53.19 $1.03M - $1.1M
172K $8.79M
AIG
American International Group, Inc.

Financial Services
1.25K
+ 1.95%
$70.5 - $86.94 $88K - $109K
65.3K $5.68M
LYB
Lyondell Basell Industries N.V.

Basic Materials
16.1K
+ 48.69%
$69.82 - $78.67 $1.12M - $1.27M
49.2K $3.46M
MELI
Mercadolibre Inc

Consumer Cyclical
198
+ 8.11%
$1739.0 - $2260.0 $344K - $447K
2.64K $5.15M
KEX
Kirby Corp

Industrials
11.4K
+ 32.37%
$95.1 - $112.81 $1.09M - $1.29M
46.8K $4.72M
DASH
Door Dash, Inc.

Communication Services
4.41K
+ 38.01%
$168.37 - $213.38 $743K - $942K
16K $2.93M
F
Ford Motor CO

Consumer Cyclical
94.9K
+ 43.57%
$9.12 - $10.43 $865K - $990K
313K $3.14M
CCI
Crown Castle International Corp

Real Estate
4.56K
+ 12.22%
$84.33 - $106.39 $385K - $485K
41.9K $4.37M
NVS
Novartis Ag

Healthcare
3.23K
+ 7.47%
$97.14 - $115.57 $314K - $373K
46.5K $5.18M
RDVY
First Trust Rising Dividend Ac

ETFs
16.3K
+ 25.88%
$57.22 - $63.39 $935K - $1.04M
79.5K $4.65M
PFE
Pfizer Inc

Healthcare
48.6K
+ 18.21%
$25.01 - $27.13 $1.22M - $1.32M
316K $8M
PPL
Ppl Corp

Utilities
18K
+ 24.86%
$31.68 - $36.11 $569K - $649K
90.3K $3.26M
WFC
Wells Fargo & Company

Financial Services
7.75K
+ 3.5%
$66.78 - $81.42 $518K - $631K
229K $16.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
10K
+ 40.84%
$46.15 - $63.53 $462K - $636K
34.5K $2.12M
MPC
Marathon Petroleum Corp

Energy
4.69K
+ 14.18%
$134.72 - $159.03 $632K - $746K
37.8K $5.5M
YUM
Yum Brands Inc

Consumer Cyclical
1.96K
+ 7.87%
$123.25 - $162.53 $242K - $319K
26.9K $4.23M
OVV
Ovintiv Inc.

Energy
19.4K
+ 80.46%
$37.84 - $45.91 $735K - $892K
43.6K $1.86M
SNPS
Synopsys Inc

Technology
3.23K
+ 36.34%
$428.58 - $551.54 $1.38M - $1.78M
12.1K $5.2M
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
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