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
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
49.1K
+ 238.37%
$35.4 - $41.9 $1.74M - $2.06M
69.7K $2.84M
AMD
Advanced Micro Devices Inc

Technology
6.49K
+ 24.26%
$78.21 - $143.81 $507K - $933K
33.2K $4.72M
FAST
Fastenal CO

Industrials
86.8K
+ 183.51%
$40.65 - $83.16 $3.53M - $7.22M
134K $5.63M
ISCG
Ishares Morningstar Small Cap

ETFs
12.3K
+ 4.35%
$39.44 - $49.76 $486K - $613K
295K $14.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
16.8K
+ 367.98%
$82.51 - $109.2 $1.38M - $1.83M
21.3K $2.33M
CLH
Clean Harbors Inc

Industrials
4.84K
+ 21.12%
$182.1 - $233.5 $882K - $1.13M
27.8K $6.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
27.8K
+ 30.1%
$66.5 - $71.25 $1.85M - $1.98M
120K $8.35M
USB
Us Bancorp \De\

Financial Services
25.2K
+ 10.89%
$36.4 - $45.76 $918K - $1.15M
257K $11.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.9K
+ 9.84%
$179.95 - $278.88 $341K - $529K
21.2K $5.9M
FIW
First Trust Water ETF

ETFs
16.7K
+ 579.39%
$90.26 - $108.05 $1.51M - $1.8M
19.6K $2.11M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 71.49%
$101.93 - $128.63 $1.17M - $1.48M
27.6K $3.55M
HQY
Healthequity, Inc.

Healthcare
14.5K
+ 183.62%
$76.77 - $113.06 $1.11M - $1.64M
22.4K $2.35M
WELL
Welltower Inc.

Real Estate
10.3K
+ 26.76%
$136.49 - $155.22 $1.41M - $1.6M
48.9K $7.52M
JKHY
Henry Jack & Associates Inc

Technology
9.19K
+ 34.72%
$163.54 - $186.02 $1.5M - $1.71M
35.6K $6.42M
HYLB
Xtrackers Usd High Yield Corp

ETFs
40.8K
+ 42.34%
$34.72 - $36.92 $1.42M - $1.51M
137K $5.06M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
23.3K
+ 63.42%
$49.55 - $60.46 $1.15M - $1.41M
60K $3.57M
CIEN
Ciena Corp

Technology
8.41K
+ 20.92%
$53.5 - $83.89 $450K - $706K
48.6K $3.96M
GILD
Gilead Sciences, Inc.

Healthcare
14.4K
+ 22.27%
$96.91 - $113.0 $1.39M - $1.63M
79K $8.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.47K
+ 7.1%
$149.76 - $186.42 $670K - $833K
67.5K $12.6M
DASH
Door Dash, Inc.

Communication Services
1.91K
+ 11.94%
$163.16 - $246.51 $312K - $472K
17.9K $4.42M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.39K
+ 3.41%
$55.54 - $69.09 $299K - $372K
163K $11.3M
DWLD
Davis Fundamental ETF Tr

ETFs
33.4K
+ 184.72%
$33.22 - $41.44 $1.11M - $1.38M
51.4K $2.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.7K
+ 6.04%
$19.6 - $24.44 $446K - $556K
400K $9.76M
VCR
Vanguard Consumer Discretionar

ETFs
3.29K
+ 49.41%
$290.42 - $364.35 $954K - $1.2M
9.94K $3.6M
KEX
Kirby Corp

Industrials
7.55K
+ 16.14%
$87.32 - $114.99 $659K - $868K
54.3K $6.16M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.45K
+ 26.68%
$273.67 - $366.17 $671K - $897K
11.6K $4.26M
CB
Chubb LTD

Financial Services
6.42K
+ 17.33%
$274.32 - $302.46 $1.76M - $1.94M
43.4K $12.6M
KMB
Kimberly Clark Corp

Consumer Defensive
11.8K
+ 137.38%
$126.84 - $145.22 $1.49M - $1.71M
20.3K $2.62M
BK
Bank Of New York Mellon Corp

Financial Services
8.19K
+ 9.7%
$73.31 - $91.62 $600K - $750K
92.6K $8.44M
NXPI
Nxp Semiconductors N.V.

Technology
4.77K
+ 43.53%
$153.5 - $218.72 $732K - $1.04M
15.7K $3.44M
NGG
National Grid PLC

Utilities
9.6K
+ 13.42%
$62.74 - $74.79 $602K - $718K
81.2K $6.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25.1K
+ 11.27%
$24.38 - $30.18 $612K - $757K
248K $7.47M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
21.2K
+ 15.35%
$36.14 - $44.23 $767K - $939K
160K $7.06M
D
Dominion Energy, Inc

Utilities
23K
+ 48.4%
$49.66 - $58.0 $1.14M - $1.33M
70.5K $3.98M
V
Visa Inc.

Financial Services
1.23K
+ 0.65%
$308.27 - $373.31 $380K - $461K
191K $67.9M
HLNE
Hamilton Lane Inc

Financial Services
9.23K
+ 251.65%
$126.65 - $175.49 $1.17M - $1.62M
12.9K $1.83M
VST
Vistra Corp.

Utilities
177
+ 1.1%
$98.07 - $195.04 $17.4K - $34.5K
16.3K $3.17M
NVS
Novartis Ag

Healthcare
6.79K
+ 14.61%
$101.96 - $121.01 $693K - $822K
53.3K $6.45M
MCK
Mckesson Corp

Healthcare
657
+ 5.07%
$652.83 - $732.78 $429K - $481K
13.6K $9.98M
VEEV
Veeva Systems Inc

Healthcare
1.27K
+ 8.03%
$209.39 - $289.94 $266K - $368K
17.1K $4.91M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.5K
+ 6.81%
$201.28 - $266.34 $301K - $398K
23.4K $6.24M
GLW
Corning Inc

Technology
12.4K
+ 14.66%
$39.07 - $52.59 $485K - $653K
97.1K $5.1M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
21K
+ 23.58%
$44.42 - $51.46 $934K - $1.08M
110K $5.65M
DY
Dycom Industries Inc

Industrials
2.96K
+ 55.27%
$138.96 - $245.71 $411K - $726K
8.3K $2.03M
BSY
Bentley Systems Inc

Technology
323
+ 0.4%
$38.62 - $53.97 $12.5K - $17.4K
81.1K $4.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
31.4K
+ 423.17%
$35.3 - $37.51 $1.11M - $1.18M
38.8K $1.45M
ALLE
Allegion PLC

Industrials
6.2K
+ 30.25%
$118.52 - $145.64 $735K - $903K
26.7K $3.85M
FIS
Fidelity National Information Services, Inc.

Technology
9.03K
+ 14.72%
$68.14 - $82.13 $615K - $741K
70.3K $5.73M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.2K
+ 3.41%
$65.84 - $80.81 $277K - $339K
128K $10.2M
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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