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
DDWM
Wisdomtree Tr Currency Hedged

ETFs
15.8K
+ 12.97%
$34.25 - $37.6 $540K - $592K
137K $5.05M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13K
+ 4.72%
$44.68 - $46.49 $582K - $606K
289K $13.4M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10K
+ 93.24%
$91.68 - $109.93 $917K - $1.1M
20.7K $1.94M
PUK
Prudential PLC

Financial Services
34K
+ 141.7%
$14.54 - $21.92 $494K - $745K
58K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.9K
+ 49.53%
$22.46 - $23.26 $806K - $834K
108K $2.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.8K
+ 48.11%
$237.72 - $276.98 $904K - $1.05M
11.7K $2.86M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.1K
+ 15.91%
$39.18 - $43.52 $671K - $745K
125K $5.22M
BK
Bank Of New York Mellon Corp

Financial Services
3.23K
+ 3.97%
$75.42 - $88.95 $243K - $287K
84.4K $7.08M
NUE
Nucor Corp

Basic Materials
6.82K
+ 210.76%
$114.48 - $142.52 $781K - $972K
10.1K $1.21M
NXST
Nexstar Media Group, Inc.

Communication Services
3.8K
+ 61.77%
$146.34 - $182.75 $557K - $695K
9.96K $1.79M
DVN
Devon Energy Corp

Energy
17K
+ 46.97%
$33.15 - $38.55 $565K - $656K
53.3K $1.99M
EXPD
Expeditors International Of Washington Inc

Industrials
4.32K
+ 14.84%
$109.09 - $126.48 $471K - $546K
33.4K $4.02M
INTC
Intel Corp

Technology
28.6K
+ 53.06%
$19.1 - $27.39 $547K - $784K
82.6K $1.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.77K
+ 10.5%
$66.9 - $71.57 $587K - $628K
92.3K $6.5M
KMB
Kimberly Clark Corp

Consumer Defensive
5.23K
+ 156.88%
$124.46 - $147.4 $651K - $771K
8.57K $1.22M
MBB
Ishares Tr

ETFs
4.34K
+ 2.48%
$90.37 - $94.08 $392K - $408K
179K $16.8M
URI
United Rentals, Inc.

Industrials
1.61K
+ 52.92%
$594.17 - $789.56 $958K - $1.27M
4.66K $2.92M
SPTL
Spdr Portfolio Long Term Treas

ETFs
24K
+ 22.26%
$25.54 - $27.64 $613K - $663K
132K $3.59M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.1K
+ 233.39%
$33.63 - $37.64 $674K - $755K
28.6K $1.06M
HCA
Hca Healthcare, Inc.

Healthcare
1.48K
+ 26.22%
$296.7 - $345.55 $438K - $510K
7.11K $2.46M
HWM
Howmet Aerospace Inc.

Industrials
1.62K
+ 5.99%
$110.79 - $139.39 $180K - $226K
28.7K $3.72M
PSX
Phillips 66

Energy
4.35K
+ 22.58%
$113.93 - $131.55 $495K - $572K
23.6K $2.91M
META
Meta Platforms, Inc.

Communication Services
4.12K
+ 3.33%
$576.36 - $736.67 $2.37M - $3.04M
128K $73.7M
APP
App Lovin Corp

Technology
4.33K
+ 57.63%
$238.08 - $510.13 $1.03M - $2.21M
11.8K $3.14M
TW
Tradeweb Markets Inc.

Financial Services
4.47K
+ 196.18%
$123.42 - $148.46 $551K - $663K
6.74K $1M
SE
Sea LTD

Consumer Cyclical
2.06K
+ 11.62%
$104.87 - $146.31 $216K - $302K
19.8K $2.59M
SHEL
Shell PLC

Energy
1.06K
+ 1.8%
$62.84 - $73.29 $66.5K - $77.5K
59.9K $4.39M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
22K
+ 66.85%
$32.86 - $38.05 $723K - $837K
54.9K $1.82M
CTAS
Cintas Corp

Industrials
941
+ 4.33%
$182.09 - $208.14 $171K - $196K
22.7K $4.66M
KLAC
Kla Corp

Technology
456
+ 6.12%
$636.62 - $777.63 $290K - $355K
7.91K $5.37M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
14.5K
+ 44.55%
$43.76 - $45.31 $633K - $656K
47K $2.11M
VLO
Valero Energy Corp

Energy
1.75K
+ 3.78%
$121.76 - $142.99 $213K - $250K
48.1K $6.35M
LUV
Southwest Airlines CO

Industrials
19.9K
+ 80.92%
$28.18 - $34.84 $560K - $692K
44.4K $1.49M
IYF
Ishares Tr

ETFs
5.57K
+ 56.75%
$107.69 - $119.37 $600K - $665K
15.4K $1.74M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
15.1K
+ 80.66%
$42.86 - $45.92 $648K - $694K
33.9K $1.47M
IXUS
Ishares Tr

ETFs
1.98K
+ 1.48%
$65.06 - $72.31 $129K - $143K
136K $9.52M
JKHY
Henry Jack & Associates Inc

Technology
2.5K
+ 10.43%
$166.47 - $191.28 $416K - $478K
26.5K $4.83M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.9K
+ 95.22%
$24.73 - $25.62 $590K - $611K
48.9K $1.25M
UMBF
Umb Financial Corp

Financial Services
7.07K
+ 84.08%
$98.0 - $122.56 $693K - $866K
15.5K $1.56M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.21K
+ 0.38%
$42.4 - $44.11 $93.7K - $97.4K
586K $25.7M
VDE
Vanguard Energy ETF

ETFs
2.75K
+ 9.42%
$119.14 - $132.76 $327K - $364K
31.9K $4.14M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
13.5K
+ 49.98%
$44.41 - $45.43 $602K - $615K
40.7K $1.81M
DCI
Donaldson CO Inc

Industrials
8.98K
+ 64.45%
$66.51 - $72.28 $597K - $649K
22.9K $1.54M
UAL
United Airlines Holdings, Inc.

Industrials
13.2K
+ 116.78%
$69.05 - $110.52 $912K - $1.46M
24.5K $1.69M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
13K
+ 62.91%
$47.09 - $50.46 $614K - $658K
33.8K $1.61M
JBL
Jabil Inc

Technology
4.53K
+ 145.8%
$130.51 - $173.33 $592K - $786K
7.64K $1.04M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
13.1K
+ 70.92%
$44.96 - $47.9 $591K - $629K
31.7K $1.44M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
38.2K
+ 6.63%
$20.7 - $21.15 $790K - $807K
614K $12.7M
JLL
Jones Lang Lasalle Inc

Real Estate
2.46K
+ 36.84%
$238.0 - $284.76 $586K - $701K
9.15K $2.27M
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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