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
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.21K
+ 27.21%
$61.2 - $68.24 $319K - $355K
24.4K $1.61M
FBK
Fb Financial Corp

Financial Services
10.3K
+ 65.99%
$44.62 - $54.37 $461K - $562K
26K $1.2M
PCOR
Procore Technologies, Inc.

Technology
6.83K
+ 101.88%
$65.21 - $88.33 $445K - $603K
13.5K $893K
DRI
Darden Restaurants Inc

Consumer Cyclical
974
+ 10.96%
$180.02 - $208.56 $175K - $203K
9.86K $2.05M
CMC
Commercial Metals CO

Basic Materials
8.78K
+ 169.18%
$43.22 - $53.05 $380K - $466K
14K $642K
SUB
Ishares Short Term National Mu

ETFs
3.62K
+ 18.54%
$105.3 - $106.24 $381K - $384K
23.1K $2.44M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.29K
+ 17.64%
$221.78 - $273.45 $730K - $900K
21.9K $4.99M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
16.5K
+ 12.74%
$23.49 - $23.77 $387K - $392K
146K $3.44M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.55K
+ 27.38%
$63.38 - $72.02 $415K - $472K
30.5K $1.99M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.94K
+ 26.19%
$30.38 - $34.94 $271K - $312K
43.1K $1.47M
HES
Hess Corp

Energy
1.88K
+ 71.74%
$135.42 - $160.52 $254K - $302K
4.5K $718K
INSM
Insmed Inc

Healthcare
4.36K
+ 83.31%
$65.25 - $83.83 $284K - $365K
9.59K $731K
KNSL
Kinsale Capital Group, Inc.

Financial Services
663
+ 30.57%
$416.48 - $494.72 $276K - $328K
2.83K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
9.7K
+ 18.26%
$34.95 - $37.36 $339K - $362K
62.8K $2.24M
CHTR
Charter Communications, Inc.

Communication Services
913
+ 85.17%
$334.89 - $384.77 $306K - $351K
1.99K $731K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
6.3K
+ 19.75%
$63.83 - $75.78 $402K - $477K
38.2K $2.62M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
893
+ 26.97%
$233.07 - $290.7 $208K - $260K
4.2K $1.14M
MKC
Mccormick & CO Inc

Consumer Defensive
1.9K
+ 5.77%
$71.24 - $84.73 $135K - $161K
34.8K $2.86M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.5K
+ 126.38%
$68.32 - $75.06 $307K - $338K
8.06K $602K
VPU
Vanguard Utilities ETF

ETFs
836
+ 2.95%
$161.24 - $173.33 $135K - $145K
29.2K $4.99M
EXP
Eagle Materials Inc

Basic Materials
2.31K
+ 34.95%
$207.49 - $262.13 $480K - $606K
8.93K $1.98M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.9K
+ 7.91%
$49.36 - $53.08 $536K - $577K
148K $7.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.39K
+ 27.34%
$67.24 - $84.27 $632K - $792K
43.7K $2.98M
FMX
Mexican Economic Development Inc

Consumer Defensive
2.02K
+ 18.01%
$81.23 - $100.59 $164K - $203K
13.3K $1.29M
ES
Eversource Energy

Utilities
3.85K
+ 19.64%
$55.63 - $63.8 $214K - $246K
23.5K $1.46M
APA
Apa Corp

Energy
21.4K
+ 37.87%
$18.54 - $25.45 $397K - $545K
78K $1.64M
EWBC
East West Bancorp Inc

Financial Services
3.93K
+ 102.59%
$84.35 - $103.91 $331K - $408K
7.76K $696K
DY
Dycom Industries Inc

Industrials
2.57K
+ 92.24%
$136.75 - $200.56 $351K - $515K
5.35K $814K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
+ 5.4%
$24.79 - $25.26 $257K - $261K
202K $5.1M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.16K
+ 81.73%
$107.22 - $153.29 $446K - $638K
9.26K $1.02M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.57K
+ 28.66%
$37.07 - $40.63 $281K - $307K
34K $1.34M
BHP
Bhp Group LTD

Basic Materials
6.64K
+ 86.34%
$48.18 - $52.11 $320K - $346K
14.3K $696K
BP
Bp PLC

Energy
5.08K
+ 14.5%
$29.93 - $35.31 $152K - $179K
40.1K $1.36M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.51K
+ 16.5%
$106.31 - $123.73 $161K - $187K
10.7K $1.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.13K
+ 26.28%
$50.87 - $51.09 $312K - $313K
29.5K $1.5M
LNT
Alliant Energy Corp

Utilities
1.14K
+ 2.47%
$56.66 - $66.04 $64.8K - $75.5K
47.5K $3.06M
PB
Prosperity Bancshares Inc

Financial Services
4.57K
+ 152.94%
$69.3 - $80.69 $317K - $369K
7.56K $539K
EQT
Eqt Corp

Energy
4.8K
+ 64.38%
$46.16 - $54.25 $222K - $261K
12.3K $655K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.39K
+ 54.21%
$50.25 - $55.9 $321K - $357K
18.2K $934K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.82K
+ 8.02%
$17.16 - $25.25 $48.3K - $71.1K
38K $904K
VFH
Vanguard Financial ETF

ETFs
2.02K
+ 4.75%
$114.07 - $127.34 $230K - $257K
44.5K $5.32M
UFPI
Ufp Industries Inc

Basic Materials
3.47K
+ 27.59%
$103.91 - $118.67 $361K - $412K
16.1K $1.72M
THC
Tenet Healthcare Corp

Healthcare
1.94K
+ 57.25%
$119.51 - $144.98 $232K - $281K
5.33K $716K
FOXA
Fox Corp

Communication Services
3.6K
+ 34.85%
$47.9 - $58.0 $172K - $209K
13.9K $788K
HMY
Harmony Gold Mining CO LTD

Basic Materials
2.82K
+ 7.61%
$8.25 - $14.77 $23.2K - $41.6K
39.8K $588K
SSB
South State Corp

Financial Services
3.46K
+ 62.48%
$89.4 - $108.33 $310K - $375K
9.01K $835K
EQR
Equity Residential

Real Estate
4.01K
+ 22.57%
$66.98 - $75.02 $268K - $301K
21.8K $1.56M
UBS
Ubs Group Ag

Financial Services
8.74K
+ 18.28%
$30.28 - $35.78 $265K - $313K
56.6K $1.73M
CNI
Canadian National Railway CO

Industrials
3.23K
+ 41.14%
$95.46 - $106.79 $309K - $345K
11.1K $1.08M
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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