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
IWR
Ishares Russell Mid Cap ETF

ETFs
2.86K
+ 12.13%
$74.88 - $91.97 $214K - $263K
26.4K $2.43M
FV
First Trust Dorsey Wright Focu

ETFs
5.52K
+ 25.99%
$48.43 - $59.26 $267K - $327K
26.7K $1.58M
ZTS
Zoetis Inc.

Healthcare
7.86K
+ 8.45%
$144.41 - $170.3 $1.13M - $1.34M
101K $15.7M
CVS
Cvs Health Corp

Healthcare
4.8K
+ 6.96%
$60.04 - $70.18 $288K - $337K
73.7K $5.08M
MNDY
Monday.Com Ltd.

Technology
641
+ 21.58%
$217.77 - $314.48 $140K - $202K
3.61K $1.14M
LVHI
Franklin International Low Vol

ETFs
11.2K
+ 4.41%
$28.91 - $33.28 $323K - $372K
265K $8.62M
WM
Waste Management Inc

Industrials
2.08K
+ 8.58%
$216.47 - $242.1 $449K - $503K
26.3K $6.01M
EEMV
Ishares Msci Emerging Markets

ETFs
4.3K
+ 13.72%
$54.12 - $62.8 $233K - $270K
35.6K $2.24M
MGC
Vanguard Mega Cap ETF

ETFs
221
+ 1.44%
$179.23 - $224.92 $39.6K - $49.7K
15.5K $3.49M
CVE
Cenovus Energy Inc.

Energy
32.2K
+ 32.7%
$10.58 - $14.83 $341K - $477K
131K $1.78M
EFX
Equifax Inc

Industrials
626
+ 4.15%
$205.5 - $280.54 $129K - $176K
15.7K $4.08M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.11K
+ 8.37%
$248.61 - $294.96 $774K - $919K
40.3K $11.4M
WWD
Woodward, Inc.

Industrials
880
+ 30.17%
$157.29 - $247.55 $138K - $218K
3.8K $930K
TECK
Teck Resources LTD

Basic Materials
7.1K
+ 27.07%
$29.05 - $41.48 $206K - $294K
33.3K $1.34M
HII
Huntington Ingalls Industries, Inc.

Industrials
455
+ 6.12%
$183.31 - $241.46 $83.4K - $110K
7.89K $1.9M
VRT
Vertiv Holdings CO

Industrials
4.44K
+ 41.65%
N/A
15.1K $1.31M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
6.14K
+ 18.29%
$42.54 - $50.99 $261K - $313K
39.7K $2.02M
ASND
Ascendis Pharma A/S

Healthcare
1.97K
+ 80.61%
$137.41 - $179.1 $271K - $353K
4.42K $762K
AWK
American Water Works Company, Inc.

Utilities
3.88K
+ 20.4%
$133.82 - $151.96 $520K - $590K
22.9K $3.19M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.75K
+ 7.53%
$141.87 - $164.49 $248K - $288K
25K $4.11M
AVB
Avalonbay Communities Inc

Real Estate
2.31K
+ 27.18%
$187.23 - $215.61 $432K - $498K
10.8K $2.2M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
6.98K
+ 6.21%
$43.06 - $44.41 $300K - $310K
119K $5.3M
GWRE
Guidewire Software, Inc.

Technology
906
+ 27.17%
$172.73 - $257.37 $156K - $233K
4.24K $998K
MAR
Marriott International Inc

Consumer Cyclical
1.07K
+ 45.88%
$211.12 - $274.14 $226K - $293K
3.4K $928K
XLP
Consumer Staples Sector Spdr

ETFs
4.9K
+ 5.28%
N/A
97.7K $7.43M
OMC
Omnicom Group Inc.

Communication Services
7.95K
+ 42.94%
$69.22 - $79.77 $550K - $634K
26.5K $1.9M
CYBR
Cyber Ark Software Ltd.

Technology
315
+ 9.0%
$305.98 - $406.88 $96.4K - $128K
3.82K $1.55M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.53K
+ 4.24%
$39.94 - $44.64 $141K - $158K
86.9K $3.88M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
4.71K
+ 4.47%
$30.9 - $34.31 $146K - $162K
110K $3.78M
TOST
Toast, Inc.

Technology
2.79K
+ 12.95%
$30.03 - $45.23 $83.9K - $126K
24.4K $1.08M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
5.33K
+ 10.41%
$27.43 - $34.32 $146K - $183K
56.5K $1.94M
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
16.1K
+ 65.92%
$19.9 - $23.64 $321K - $382K
40.6K $937K
ANSS
Ansys Inc

Technology
215
+ 2.62%
$284.19 - $351.22 $61.1K - $75.5K
8.43K $2.96M
DGX
Quest Diagnostics Inc

Healthcare
2.6K
+ 33.58%
N/A
10.3K $1.42M
ERJ
Embraer S.A.

Industrials
1.87K
+ 8.13%
$40.42 - $56.91 $75.4K - $106K
24.8K $1.41M
MET
Metlife Inc

Financial Services
4.31K
+ 12.37%
$68.42 - $82.49 $295K - $355K
39.1K $3.15M
RDY
Dr Reddys Laboratories LTD

Healthcare
22.1K
+ 206.46%
$12.36 - $16.17 $273K - $357K
32.7K $491K
PINS
Pinterest, Inc.

Communication Services
4.43K
+ 11.22%
$24.21 - $35.95 $107K - $159K
44K $1.58M
OLED
Universal Display Corp Pa

Technology
31
+ 0.14%
$106.6 - $161.02 $3.3K - $4.99K
22.9K $3.54M
BANF
Bancfirst Corp

Financial Services
1.34K
+ 10.23%
$100.43 - $129.96 $135K - $174K
14.4K $1.79M
DD
Du Pont De Nemours, Inc.

Basic Materials
7.63K
+ 26.25%
$55.13 - $75.25 $421K - $574K
36.7K $2.52M
FDN
First Tr Fd Dow Jones

ETFs
270
+ 4.68%
$200.29 - $269.33 $54.1K - $72.7K
6.04K $1.63M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.11K
+ 1.49%
$32.02 - $39.74 $35.7K - $44.3K
75.9K $3.01M
IBKR
Interactive Brokers Group, Inc.

Financial Services
65.9K
+ 219.03%
$50.53 - $212.53 $3.33M - $14M
96K $5.32M
TDY
Teledyne Technologies Inc

Technology
291
+ 2.3%
$435.54 - $512.31 $127K - $149K
13K $6.64M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.98K
+ 24.09%
$31.67 - $42.89 $126K - $171K
20.5K $878K
ZWS
Zurn Water Solutions Corp

Industrials
806
+ 0.97%
$28.5 - $37.54 $23K - $30.3K
84K $3.07M
VMI
Valmont Industries Inc

Industrials
715
+ 32.31%
$263.86 - $333.86 $189K - $239K
2.93K $956K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.17K
+ 7.41%
$36.36 - $41.4 $152K - $173K
60.5K $2.5M
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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