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
QFIN
360 Digi Tech, Inc.

Financial Services
682
+ 3.92%
$36.09 - $48.12 $24.6K - $32.8K
18.1K $812K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.81K
+ 5.8%
$23.29 - $23.38 $135K - $136K
106K $2.48M
ESS
Essex Property Trust, Inc.

Real Estate
514
+ 17.82%
N/A
3.4K $927K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.06K
+ 13.4%
$23.32 - $23.84 $141K - $145K
51.3K $1.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.53K
+ 5.97%
$48.02 - $53.02 $266K - $293K
98.2K $4.86M
CFG
Citizens Financial Group Inc

Financial Services
5.66K
+ 17.1%
$39.73 - $48.36 $225K - $274K
38.8K $1.59M
AVNT
Avient Corp

Basic Materials
5.11K
+ 37.25%
$36.91 - $44.21 $188K - $226K
18.8K $699K
PHYS
Sprott Physical Gold Trust

Financial Services
1.69K
+ 6.83%
$20.25 - $24.06 $34.3K - $40.7K
26.5K $636K
GTN
Gray Television Inc

Communication Services
16.5K
+ 29.46%
$3.21 - $5.19 $53K - $85.6K
72.5K $313K
DFAE
Dimensional ETF Tr

ETFs
127
+ 0.05%
$24.64 - $26.86 $3.13K - $3.41K
252K $6.52M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.99K
+ 45.65%
$49.85 - $56.22 $149K - $168K
9.53K $483K
PODD
Insulet Corp

Healthcare
468
+ 7.75%
$237.06 - $288.29 $111K - $135K
6.5K $1.71M
FTA
First Tr Large Cap Value

ETFs
1.58K
+ 4.08%
$74.42 - $80.34 $118K - $127K
40.3K $3.09M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
895
+ 23.71%
$74.5 - $92.3 $66.7K - $82.6K
4.67K $426K
TIGR
Up Fintech Holding LTD

Financial Services
2.92K
+ 5.88%
$5.76 - $9.69 $16.8K - $28.3K
52.5K $451K
INDA
Ishares Msci India Index Fund

ETFs
3.31K
+ 9.97%
$47.8 - $53.4 $158K - $177K
36.5K $1.88M
BCPC
Balchem Corp

Basic Materials
732
+ 31.42%
$154.22 - $176.16 $113K - $129K
3.06K $508K
RWL
Invesco Exchange Traded Fd Tr

ETFs
982
+ 4.52%
$96.9 - $104.39 $95.2K - $103K
22.7K $2.26M
INVH
Invitation Homes Inc.

Real Estate
2.1K
+ 11.19%
$30.28 - $34.85 $63.7K - $73.3K
20.9K $728K
INTA
Intapp, Inc.

Technology
2.58K
+ 63.01%
$57.21 - $74.1 $147K - $191K
6.67K $389K
BECN
Beacon Roofing Supply Inc

Industrials
113
+ 2.21%
$100.48 - $123.86 $11.4K - $14K
5.22K $645K
FEM
First Trust Emerging Markets A

ETFs
2.95K
+ 4.22%
$21.28 - $23.9 $62.7K - $70.4K
72.7K $1.66M
TREX
Trex CO Inc

Industrials
3.59K
+ 47.25%
$54.0 - $74.44 $194K - $267K
11.2K $649K
VXF
Vanguard Extended Market ETF

ETFs
2.34K
+ 14.9%
$170.36 - $201.04 $398K - $469K
18K $3.1M
SON
Sonoco Products CO

Consumer Cyclical
3.64K
+ 12.15%
$44.71 - $49.22 $163K - $179K
33.6K $1.59M
THG
Hanover Insurance Group, Inc.

Financial Services
352
+ 11.25%
$147.13 - $174.61 $51.8K - $61.5K
3.48K $605K
WBS
Webster Financial Corp

Financial Services
3.84K
+ 18.58%
$47.55 - $61.41 $183K - $236K
24.5K $1.26M
SAIC
Science Applications International Corp

Technology
1.07K
+ 30.08%
$95.77 - $119.82 $102K - $128K
4.61K $517K
ALRM
Alarm.Com Holdings, Inc.

Technology
2.71K
+ 46.77%
$55.65 - $63.82 $151K - $173K
8.49K $472K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
5.68K
+ 16.65%
$20.08 - $21.07 $114K - $120K
39.8K $809K
IDV
Ishares Tr

ETFs
1.13K
+ 4.82%
$27.0 - $31.7 $30.5K - $35.9K
24.6K $762K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.52K
+ 2.91%
$48.29 - $51.95 $122K - $131K
89.2K $4.42M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
5.11K
+ 49.38%
$21.73 - $23.02 $111K - $118K
15.4K $348K
ICLR
Icon PLC

Healthcare
2.59K
+ 26.95%
$174.99 - $222.58 $454K - $577K
12.2K $2.14M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.77K
+ 60.97%
$76.48 - $87.72 $135K - $155K
4.67K $362K
IAK
Ishares Tr

ETFs
187
+ 2.32%
$121.85 - $137.9 $22.8K - $25.8K
8.25K $1.14M
KT
Kt Corp

Communication Services
3.18K
+ 11.63%
$15.57 - $18.63 $49.5K - $59.2K
30.5K $540K
SBAC
Sba Communications Corp

Real Estate
234
+ 5.9%
$192.76 - $224.91 $45.1K - $52.6K
4.2K $924K
KHC
Kraft Heinz CO

Consumer Defensive
4.08K
+ 12.15%
$28.51 - $32.22 $116K - $132K
37.7K $1.15M
PID
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 4.71%
N/A
143K $2.55M
PAVE
Global X Fds Us Infrastructure

ETFs
6.23K
+ 13.91%
$37.31 - $43.82 $232K - $273K
51K $1.92M
SJM
J M Smucker CO

Consumer Defensive
430
+ 5.5%
$100.41 - $118.41 $43.2K - $50.9K
8.24K $975K
NKE
Nike, Inc.

Consumer Cyclical
12.8K
+ 22.35%
$63.29 - $81.72 $807K - $1.04M
69.8K $4.43M
JD
Jd.Com, Inc.

Consumer Cyclical
1.4K
+ 16.25%
$33.1 - $45.21 $46.2K - $63.1K
9.98K $410K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.8K
+ 5.65%
$64.88 - $72.1 $766K - $851K
221K $14.5M
LPX
Louisiana Pacific Corp

Industrials
3.21K
+ 20.31%
$89.37 - $118.15 $286K - $379K
19K $1.75M
FR
First Industrial Realty Trust Inc

Real Estate
1.47K
+ 17.46%
$48.46 - $57.99 $71K - $85K
9.86K $532K
EWJ
Ishares Msci Japan ETF

ETFs
1.21K
+ 6.12%
$65.24 - $71.7 $79K - $86.8K
21K $1.44M
VOYA
Voya Financial, Inc.

Financial Services
1.74K
+ 25.44%
$65.1 - $75.67 $113K - $132K
8.58K $581K
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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