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
TIP
Ishares Tr Tips Bd ETF

ETFs
5.33K
+ 67.57%
$107.93 - $110.97 $576K - $592K
13.2K $1.46M
MTB
M&T Bank Corp

Financial Services
2.56K
+ 47.39%
$156.58 - $193.99 $400K - $496K
7.95K $1.54M
IYJ
Ishares Tr

ETFs
2.53K
+ 14.09%
$115.07 - $142.31 $291K - $360K
20.5K $2.91M
UAL
United Airlines Holdings, Inc.

Industrials
3.98K
+ 16.23%
$56.15 - $84.23 $223K - $335K
28.5K $2.27M
DDOG
Datadog, Inc.

Technology
1.28K
+ 11.27%
$87.0 - $134.33 $111K - $171K
12.6K $1.69M
AON
Aon PLC

Financial Services
3.26K
+ 23.11%
$335.85 - $398.81 $1.09M - $1.3M
17.4K $6.2M
CR
Crane Holdings, Co.

Industrials
1.99K
+ 39.43%
$132.79 - $189.89 $264K - $378K
7.03K $1.34M
TGT
Target Corp

Consumer Defensive
7.85K
+ 20.42%
$88.76 - $105.77 $697K - $830K
46.3K $4.57M
MPWR
Monolithic Power Systems Inc

Technology
176
+ 6.31%
$455.19 - $737.73 $80.1K - $130K
2.97K $2.17M
RS
Reliance Steel & Aluminum CO

Basic Materials
1.69K
+ 215.03%
$262.08 - $316.81 $442K - $535K
2.47K $776K
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.8K
+ 18.04%
$25.48 - $27.78 $606K - $660K
156K $4.13M
CARR
Carrier Global Corp

Industrials
1.75K
+ 4.15%
$55.55 - $75.83 $97.3K - $133K
43.9K $3.21M
DXCM
Dexcom Inc

Healthcare
2.2K
+ 12.01%
$59.83 - $87.57 $132K - $193K
20.5K $1.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.02K
+ 1.46%
$77.74 - $78.78 $390K - $396K
350K $27.5M
UBSI
United Bankshares Inc

Financial Services
12.8K
+ 30.49%
$31.5 - $37.32 $402K - $476K
54.6K $1.99M
LHX
L3 Harris Technologies, Inc.

Industrials
685
+ 7.76%
$200.21 - $256.99 $137K - $176K
9.51K $2.39M
TW
Tradeweb Markets Inc.

Financial Services
3.75K
+ 55.59%
$125.37 - $149.02 $470K - $558K
10.5K $1.54M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
3.54K
+ 2.58%
$32.86 - $40.05 $116K - $142K
141K $5.58M
CSGP
Costar Group, Inc.

Real Estate
5.89K
+ 11.56%
$72.62 - $83.22 $427K - $490K
56.8K $4.57M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.7K
+ 3.5%
$35.9 - $43.76 $133K - $162K
109K $4.73M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.3K
+ 7.24%
$83.97 - $92.85 $865K - $957K
153K $13.5M
FCX
Freeport Mcmoran Inc

Basic Materials
3.08K
+ 4.45%
$29.15 - $44.46 $89.7K - $137K
72.2K $3.13M
VIG
Vanguard Dividend Appreciation

ETFs
2.81K
+ 73.21%
N/A
6.65K $1.21M
ARES
Ares Management Corp

Financial Services
809
+ 5.91%
$118.04 - $175.83 $95.5K - $142K
14.5K $2.51M
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.4K
+ 14.99%
$43.89 - $45.45 $500K - $518K
87.4K $3.94M
WRB
Berkley W R Corp

Financial Services
3.75K
+ 3.87%
$64.28 - $75.17 $241K - $282K
101K $7.39M
CTA
Simplify Exch Traded Fds Simpl

ETFs
37.3K
+ 21.12%
$26.61 - $29.9 $994K - $1.12M
214K $5.73M
FNF
Fidelity National Financial, Inc.

Financial Services
12.9K
+ 49.99%
$53.62 - $66.59 $689K - $856K
38.6K $2.16M
EQT
Eqt Corp

Energy
7.23K
+ 58.98%
$46.11 - $60.44 $334K - $437K
19.5K $1.14M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.97K
+ 6.18%
$68.45 - $79.52 $271K - $315K
68.1K $5.42M
TFC
Truist Financial Corp

Financial Services
5.54K
+ 4.24%
$34.79 - $42.99 $193K - $238K
136K $5.86M
VRNA
Verona Pharma PLC

Healthcare
816
+ 6.35%
$53.9 - $98.68 $44K - $80.5K
13.7K $1.29M
WMS
Advanced Drainage Systems, Inc.

Industrials
4K
+ 189.47%
$96.79 - $123.55 $387K - $494K
6.11K $701K
NTNX
Nutanix, Inc.

Technology
5.72K
+ 117.18%
$58.17 - $83.07 $333K - $475K
10.6K $810K
WING
Wingstop Inc.

Consumer Cyclical
1.06K
+ 110.41%
$210.24 - $381.46 $223K - $405K
2.02K $680K
SBAC
Sba Communications Corp

Real Estate
1.71K
+ 40.58%
$208.57 - $243.4 $356K - $415K
5.91K $1.39M
KB
Kb Financial Group Inc.

Financial Services
3.32K
+ 53.0%
$46.88 - $82.59 $156K - $274K
9.58K $791K
CDW
Cdw Corp

Technology
1.19K
+ 9.14%
$144.49 - $190.68 $172K - $227K
14.2K $2.54M
UL
Unilever PLC

Consumer Defensive
5.98K
+ 11.87%
$57.9 - $65.43 $346K - $391K
56.4K $3.45M
VRSN
Verisign Inc

Technology
821
+ 13.75%
$234.49 - $288.8 $193K - $237K
6.79K $1.96M
WTFC
Wintrust Financial Corp

Financial Services
2.75K
+ 30.4%
$95.17 - $124.21 $262K - $342K
11.8K $1.46M
MCO
Moodys Corp

Financial Services
30
+ 0.25%
$396.7 - $501.59 $11.9K - $15K
11.9K $5.95M
NVT
N Vent Electric PLC

Industrials
2.67K
+ 23.2%
$45.2 - $73.35 $121K - $196K
14.2K $1.04M
EPI
Wisdomtree Tr India Earnings F

ETFs
4.72K
+ 8.5%
$41.3 - $47.52 $195K - $224K
60.2K $2.86M
O
Realty Income Corp

Real Estate
7.88K
+ 13.84%
$52.27 - $58.52 $412K - $461K
64.8K $3.73M
NTR
Nutrien Ltd.

Basic Materials
5.07K
+ 32.17%
$46.88 - $62.89 $237K - $319K
20.8K $1.21M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.07K
+ 7.01%
$49.48 - $61.22 $152K - $188K
46.8K $2.85M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
35.4K
+ 60.32%
$12.21 - $13.9 $432K - $492K
94K $1.23M
PRU
Prudential Financial Inc

Financial Services
5.09K
+ 17.75%
$95.12 - $112.71 $484K - $573K
33.8K $3.63M
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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