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
MTD
Mettler Toledo International Inc

Healthcare
324
+ 13.85%
$1177.09 - $1390.0 $381K - $450K
2.66K $3.14M
VDC
Vanguard Consumer Staples ETF

ETFs
653
+ 3.66%
$206.54 - $226.16 $135K - $148K
18.5K $4.05M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.22K
+ 31.35%
$54.27 - $63.81 $175K - $205K
13.5K $860K
BEN
Franklin Resources Inc

Financial Services
14.7K
+ 124.79%
$18.92 - $22.24 $278K - $327K
26.5K $509K
CLX
Clorox CO

Consumer Defensive
3.61K
+ 20.59%
$141.76 - $162.89 $511K - $587K
21.1K $3.11M
NTR
Nutrien Ltd.

Basic Materials
4.15K
+ 35.72%
$45.28 - $53.84 $188K - $223K
15.8K $782K
THO
Thor Industries Inc

Consumer Cyclical
26.7K
+ 30.19%
$75.81 - $105.39 $2.02M - $2.81M
115K $8.71M
KEYS
Keysight Technologies, Inc.

Technology
2.54K
+ 23.44%
$148.16 - $185.11 $376K - $470K
13.4K $2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.84K
+ 4.16%
$23.9 - $24.18 $211K - $214K
221K $5.35M
OXY
Occidental Petroleum Corp

Energy
5.34K
+ 7.55%
$45.45 - $52.7 $243K - $282K
76.1K $3.76M
EPC
Edgewell Personal Care CO

Consumer Defensive
9.63K
+ 51.71%
$28.59 - $34.44 $275K - $332K
28.3K $882K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.45K
+ 14.38%
$47.74 - $65.16 $69.2K - $94.4K
11.5K $735K
EFX
Equifax Inc

Industrials
1.66K
+ 12.37%
$235.63 - $278.34 $391K - $462K
15.1K $3.68M
TSCO
Tractor Supply CO

Consumer Cyclical
193
+ 0.16%
$51.66 - $57.94 $9.97K - $11.2K
118K $6.52M
PSO
Pearson PLC

Communication Services
15.7K
+ 93.92%
$15.45 - $17.75 $243K - $279K
32.4K $519K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.6K
+ 10.52%
$74.75 - $89.13 $119K - $142K
16.8K $1.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
8.44K
+ 104.74%
$33.21 - $53.49 $280K - $452K
16.5K $548K
PHM
Pultegroup Inc

Consumer Cyclical
3.14K
+ 25.72%
$101.09 - $118.51 $317K - $372K
15.3K $1.58M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.75K
+ 12.22%
$81.83 - $82.73 $225K - $228K
25.3K $2.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.25K
+ 0.57%
$25.81 - $28.52 $32.3K - $35.7K
223K $6.14M
AEE
Ameren Corp

Utilities
629
+ 4.02%
$86.87 - $103.67 $54.6K - $65.2K
16.3K $1.64M
D
Dominion Energy, Inc

Utilities
2.42K
+ 5.36%
$52.85 - $57.43 $128K - $139K
47.5K $2.66M
AMAT
Applied Materials Inc

Technology
7.11K
+ 15.63%
$145.06 - $195.51 $1.03M - $1.39M
52.6K $7.63M
NTRA
Natera, Inc.

Healthcare
2.56K
+ 33.53%
$132.63 - $177.0 $339K - $452K
10.2K $1.44M
CR
Crane Holdings, Co.

Industrials
1.49K
+ 41.83%
$150.33 - $175.81 $224K - $262K
5.05K $772K
DDOG
Datadog, Inc.

Technology
5.08K
+ 81.3%
$98.68 - $151.89 $501K - $771K
11.3K $1.12M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.68K
+ 4.37%
N/A
231K $5.5M
KMT
Kennametal Inc

Industrials
14.2K
+ 51.46%
$21.0 - $24.68 $299K - $351K
41.9K $892K
EMN
Eastman Chemical CO

Basic Materials
3.4K
+ 15.21%
$87.05 - $103.47 $296K - $351K
25.7K $2.27M
SYF
Synchrony Financial

Financial Services
5.96K
+ 77.81%
$51.9 - $70.63 $309K - $421K
13.6K $720K
TYL
Tyler Technologies Inc

Technology
347
+ 8.08%
$553.41 - $646.74 $192K - $224K
4.64K $2.7M
FNX
First Tr Mid Cap Core Alphadex

ETFs
4.44K
+ 11.41%
$105.28 - $121.93 $467K - $541K
43.4K $4.73M
SNOW
Snowflake Inc.

Technology
1.76K
+ 40.15%
$146.16 - $192.78 $258K - $340K
6.16K $899K
OTIS
Otis Worldwide Corp

Industrials
782
+ 5.95%
$90.77 - $104.01 $71K - $81.3K
13.9K $1.44M
CCL
Carnival Corp

Consumer Cyclical
13.7K
+ 150.31%
$19.08 - $28.49 $261K - $389K
22.8K $444K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.25K
+ 11.82%
$61.9 - $66.89 $201K - $218K
30.8K $1.95M
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
8.59K
+ 54.03%
$22.72 - $24.14 $195K - $207K
24.5K $575K
CMA
Comerica Inc

Financial Services
3.73K
+ 103.38%
$56.11 - $68.38 $209K - $255K
7.33K $433K
CACC
Credit Acceptance Corp

Financial Services
221
+ 10.94%
$440.44 - $525.64 $97.3K - $116K
2.24K $1.16M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
13.2K
+ 5.4%
$55.58 - $62.24 $731K - $819K
257K $14.5M
SPMD
Spdr Portfolio

ETFs
6.31K
+ 19.03%
$50.21 - $57.73 $317K - $364K
39.5K $2.02M
PTC
Ptc Inc.

Technology
1.84K
+ 67.65%
$153.3 - $193.48 $281K - $355K
4.55K $705K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.58K
+ 2.78%
$29.72 - $31.94 $136K - $146K
169K $5.22M
EXC
Exelon Corp

Utilities
1.48K
+ 9.23%
$37.3 - $46.08 $55.1K - $68K
17.5K $804K
RLY
Ssga Active ETF Tr

ETFs
3.71K
+ 5.84%
$27.21 - $28.6 $101K - $106K
67.3K $1.92M
CNC
Centene Corp

Healthcare
3.25K
+ 11.36%
$55.93 - $65.89 $182K - $214K
31.9K $1.94M
LRN
Stride, Inc.

Consumer Defensive
924
+ 24.87%
$106.34 - $142.28 $98.3K - $131K
4.64K $586K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.7K
+ 53.6%
$12.61 - $14.92 $147K - $174K
33.4K $478K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4.11K
+ 11.04%
$45.88 - $46.8 $189K - $193K
41.4K $1.91M
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
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