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
SE
Sea LTD

Consumer Cyclical
3.35K
+ 16.91%
$105.57 - $170.4 $354K - $572K
23.2K $3.71M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.68K
+ 16.23%
$139.8 - $197.22 $374K - $528K
19.2K $3.78M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.64K
+ 7.57%
$52.31 - $63.72 $504K - $614K
137K $8.72M
IQV
Iqvia Holdings Inc.

Healthcare
9.31K
+ 47.91%
$137.0 - $174.37 $1.28M - $1.62M
28.7K $4.53M
PFE
Pfizer Inc

Healthcare
59.8K
+ 18.92%
$21.59 - $24.84 $1.29M - $1.48M
376K $9.1M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
14K
+ 8.26%
$27.26 - $34.48 $380K - $481K
183K $6.31M
RECS
Columbia ETF Tr I

ETFs
11K
+ 6.16%
$29.4 - $36.79 $324K - $406K
190K $7M
BX
Blackstone Inc.

Financial Services
1.88K
+ 2.41%
$120.07 - $151.11 $225K - $283K
79.9K $11.9M
CAH
Cardinal Health Inc

Healthcare
2.33K
+ 10.92%
$125.0 - $168.0 $291K - $391K
23.6K $3.97M
ACN
Accenture PLC

Technology
6.66K
+ 9.1%
$279.23 - $323.21 $1.86M - $2.15M
79.8K $23.9M
UWM
Proshares Ultra Russell 2000

ETFs
15K
+ 14.34%
$25.35 - $37.67 $381K - $566K
120K $4.51M
LPLA
Lpl Financial Holdings Inc.

Financial Services
111
+ 0.56%
$283.31 - $388.96 $31.4K - $43.2K
20.1K $7.54M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.17K
+ 7.04%
$75.29 - $91.16 $389K - $471K
78.5K $7.08M
ADSK
Autodesk, Inc.

Technology
4.03K
+ 10.74%
N/A
41.6K $10.2M
DEO
Diageo PLC

Consumer Defensive
11.7K
+ 23.25%
$99.86 - $115.75 $1.17M - $1.36M
62.2K $6.28M
FYC
First Trust Small Cap Growth A

ETFs
11.6K
+ 208.04%
$61.01 - $79.58 $706K - $921K
17.1K $1.36M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
8.32K
+ 5.15%
$71.94 - $86.02 $598K - $715K
170K $14.5M
FE
Firstenergy Corp

Utilities
24K
+ 84.72%
$38.31 - $43.17 $918K - $1.03M
52.2K $2.1M
INSM
Insmed Inc

Healthcare
7.22K
+ 75.27%
$64.81 - $105.9 $468K - $764K
16.8K $1.69M
STX
Seagate Technology Holdings PLC

Technology
2.06K
+ 18.43%
$66.54 - $144.33 $137K - $297K
13.2K $1.91M
NSC
Norfolk Southern Corp

Industrials
2.29K
+ 12.06%
$206.34 - $257.46 $472K - $589K
21.3K $5.44M
SBUX
Starbucks Corp

Consumer Cyclical
21.8K
+ 13.4%
$79.69 - $99.41 $1.74M - $2.17M
185K $16.9M
LNG
Cheniere Energy, Inc.

Energy
2.68K
+ 11.1%
$197.25 - $244.33 $528K - $654K
26.8K $6.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.68K
+ 14.33%
$216.28 - $284.39 $363K - $477K
13.4K $3.81M
NEAR
Blackrock Short Maturity Bond

ETFs
17.8K
+ 45.92%
$50.41 - $51.17 $896K - $909K
56.5K $2.89M
MGV
Vanguard Mega Cap Value

ETFs
6.34K
+ 18.49%
$114.87 - $131.25 $728K - $832K
40.6K $5.33M
SPMD
Spdr Portfolio

ETFs
14.4K
+ 36.42%
$44.89 - $54.38 $645K - $781K
53.8K $2.93M
PAYC
Paycom Software, Inc.

Technology
3.04K
+ 19.89%
$193.07 - $265.71 $586K - $806K
18.3K $4.23M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.7K
+ 42.56%
$82.21 - $83.12 $884K - $893K
36K $2.98M
MRVL
Marvell Technology, Inc.

Technology
4.27K
+ 12.09%
$49.38 - $79.97 $211K - $342K
39.6K $3.07M
LAMR
Lamar Advertising CO

Real Estate
6.7K
+ 67.45%
$102.35 - $121.67 $685K - $815K
16.6K $2.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.06K
+ 11.29%
$114.78 - $133.31 $581K - $675K
49.9K $6.65M
HDB
Hdfc Bank LTD

Financial Services
5.63K
+ 13.99%
$63.78 - $77.48 $359K - $436K
45.8K $3.51M
DT
Dynatrace, Inc.

Technology
14.1K
+ 198.2%
$41.21 - $55.9 $582K - $790K
21.3K $1.17M
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.93K
+ 20.89%
$55.15 - $68.11 $492K - $608K
51.7K $3.51M
TTEK
Tetra Tech Inc

Industrials
21.5K
+ 267.25%
$28.01 - $36.25 $603K - $781K
29.6K $1.06M
NTRA
Natera, Inc.

Healthcare
3.06K
+ 30.09%
$132.23 - $171.87 $405K - $526K
13.2K $2.24M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.2K
+ 36.47%
$56.84 - $65.5 $638K - $735K
42K $2.75M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
20.1K
+ 70.17%
$32.99 - $38.56 $663K - $775K
48.7K $1.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.12K
+ 2.83%
$51.16 - $62.02 $211K - $256K
150K $9.28M
HBAN
Huntington Bancshares Inc

Financial Services
22.6K
+ 10.01%
$12.49 - $16.76 $282K - $379K
249K $4.17M
STAG
Stag Industrial, Inc.

Real Estate
21.2K
+ 66.31%
$30.08 - $37.02 $638K - $785K
53.2K $1.93M
IYF
Ishares Tr

ETFs
5.33K
+ 34.63%
$99.23 - $120.99 $528K - $644K
20.7K $2.5M
EEM
Ishares Msci Emerging Markets

ETFs
14.4K
+ 89.99%
$38.52 - $48.28 $553K - $693K
30.3K $1.46M
SHV
Ishares Tr

ETFs
6.93K
+ 16.09%
$110.06 - $110.46 $763K - $765K
50K $5.52M
TTWO
Take Two Interactive Software Inc

Communication Services
2.57K
+ 67.76%
$194.58 - $243.05 $500K - $625K
6.37K $1.55M
SNEX
Stone X Group Inc.

Financial Services
6.4K
+ 54.0%
$69.59 - $94.15 $446K - $603K
18.3K $1.66M
STN
Stantec Inc

Industrials
5.95K
+ 144.23%
$78.92 - $109.58 $470K - $652K
10.1K $1.1M
HLI
Houlihan Lokey, Inc.

Financial Services
2.35K
+ 13.5%
$141.59 - $182.75 $333K - $430K
19.8K $3.56M
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
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