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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.14K
+ 17.45%
$50.1 - $51.02 $257K - $262K
34.6K $1.77M
HSBC
Hsbc Holdings PLC

Financial Services
4K
+ 78.21%
$46.68 - $61.09 $187K - $244K
9.12K $554K
DTM
Dt Midstream, Inc.

Energy
737
+ 5.55%
$87.23 - $109.91 $64.3K - $81K
14K $1.54M
SJW
Sjw Group

Utilities
5.38K
+ 78.0%
$50.1 - $56.8 $269K - $305K
12.3K $636K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
72
+ 1.71%
$224.32 - $326.09 $16.2K - $23.5K
4.28K $1.39M
GGG
Graco Inc

Industrials
2.48K
+ 13.21%
$74.02 - $87.26 $183K - $216K
21.2K $1.82M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.78K
+ 62.02%
$35.95 - $42.85 $208K - $248K
15.1K $636K
IP
International Paper CO

Consumer Cyclical
6.93K
+ 67.94%
$43.89 - $54.46 $304K - $377K
17.1K $802K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
481
+ 1.98%
$59.57 - $75.11 $28.7K - $36.1K
24.8K $1.87M
PAYX
Paychex Inc

Industrials
4.76K
+ 9.66%
$137.01 - $159.78 $652K - $761K
54.1K $7.86M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.31K
+ 18.02%
$91.23 - $97.27 $210K - $224K
15.1K $1.47M
MO
Altria Group, Inc.

Consumer Defensive
6.59K
+ 6.68%
$55.56 - $60.91 $366K - $401K
105K $6.17M
PLD
Prologis, Inc.

Real Estate
8.43K
+ 8.82%
$89.76 - $112.34 $757K - $947K
104K $10.9M
FIVE
Five Below, Inc

Consumer Cyclical
422
+ 12.47%
$55.75 - $131.18 $23.5K - $55.4K
3.81K $499K
SR
Spire Inc

Utilities
3.72K
+ 71.92%
$71.03 - $79.07 $264K - $294K
8.9K $649K
UNF
Unifirst Corp

Industrials
800
+ 12.01%
$161.86 - $189.64 $129K - $152K
7.46K $1.4M
OSK
Oshkosh Corp

Industrials
511
+ 5.36%
$79.17 - $113.62 $40.5K - $58.1K
10K $1.14M
EXC
Exelon Corp

Utilities
6.69K
+ 38.28%
$42.2 - $47.37 $282K - $317K
24.2K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.2K
+ 8.15%
$24.32 - $27.87 $686K - $786K
374K $9.92M
PRK
Park National Corp

Financial Services
1.04K
+ 24.63%
$141.75 - $170.63 $147K - $177K
5.26K $880K
INTC
Intel Corp

Technology
11.9K
+ 14.38%
$18.13 - $22.69 $215K - $269K
94.5K $2.12M
CCL
Carnival Corp

Consumer Cyclical
1.56K
+ 6.87%
$16.43 - $28.12 $25.7K - $44K
24.3K $684K
IBN
Icici Bank LTD

Financial Services
4.53K
+ 11.07%
$30.16 - $34.39 $137K - $156K
45.5K $1.53M
SONY
Sony Group Corp

Technology
2.67K
+ 1.02%
$21.24 - $26.88 $56.6K - $71.7K
265K $6.91M
FSIG
First Tr ETF Iv LTD Duration I
11.9K
+ 28.59%
$18.77 - $19.14 $224K - $228K
53.7K $1.03M
AVTR
Avantor, Inc.

Basic Materials
21.9K
+ 101.26%
$11.94 - $16.29 $262K - $357K
43.6K $586K
CMC
Commercial Metals CO

Basic Materials
3.93K
+ 28.15%
$39.2 - $50.67 $154K - $199K
17.9K $875K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
269
+ 12.12%
$468.22 - $566.51 $126K - $152K
2.49K $1.41M
LDOS
Leidos Holdings, Inc.

Technology
649
+ 12.07%
$132.9 - $160.3 $86.3K - $104K
6.03K $950K
AES
Aes Corp

Utilities
42.7K
+ 36.22%
$9.63 - $12.55 $411K - $536K
160K $1.69M
LAD
Lithia Motors Inc

Consumer Cyclical
365
+ 16.16%
$271.94 - $339.35 $99.3K - $124K
2.62K $886K
DPZ
Dominos Pizza Inc

Consumer Cyclical
593
+ 12.19%
$430.72 - $497.52 $255K - $295K
5.46K $2.46M
PPA
Invesco Exchange Traded Fd Tr

ETFs
999
+ 31.41%
$105.2 - $141.69 $105K - $142K
4.18K $592K
CM
Canadian Imperial Bank Of Commerce

Financial Services
336
+ 2.48%
$54.6 - $70.83 $18.3K - $23.8K
13.9K $983K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.58K
+ 37.69%
$45.88 - $54.4 $164K - $195K
13.1K $711K
NNN
National Retail Properties, Inc.

Real Estate
4.91K
+ 48.54%
$37.56 - $43.42 $185K - $213K
15K $649K
VRSK
Verisk Analytics, Inc.

Industrials
110
+ 0.85%
$277.03 - $321.33 $30.5K - $35.3K
13.1K $4.08M
SJM
J M Smucker CO

Consumer Defensive
3.86K
+ 46.81%
$94.41 - $118.52 $364K - $457K
12.1K $1.19M
IWP
Ishares Russell Mid Cap Growth

ETFs
656
+ 11.49%
$104.34 - $138.68 $68.4K - $91K
6.36K $882K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.73K
+ 35.25%
$86.97 - $102.82 $238K - $281K
10.5K $1.01M
MFC
Manulife Financial Corp

Financial Services
4.79K
+ 6.9%
$26.93 - $32.44 $129K - $155K
74.2K $2.37M
OZK
Bank Ozk

Financial Services
3.84K
+ 48.61%
$37.58 - $47.34 $144K - $182K
11.8K $553K
GTLS
Chart Industries Inc

Industrials
835
+ 24.08%
$115.08 - $175.5 $96.1K - $147K
4.3K $708K
SYY
Sysco Corp

Consumer Defensive
2.43K
+ 7.38%
$68.0 - $75.91 $165K - $184K
35.3K $2.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.91K
+ 16.19%
$24.98 - $25.66 $198K - $203K
56.8K $1.45M
ITGR
Integer Holdings Corp

Healthcare
1.47K
+ 29.0%
$106.73 - $126.93 $157K - $186K
6.53K $802K
RRX
Regal Rexnord Corp

Industrials
825
+ 30.41%
$94.06 - $147.0 $77.6K - $121K
3.54K $512K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.98K
+ 18.85%
$53.69 - $67.27 $106K - $133K
12.5K $839K
FEP
First Trust Europe Alphadex Fu

ETFs
676
+ 2.77%
$36.11 - $47.8 $24.4K - $32.3K
25.1K $1.2M
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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