Atria Investments LLC New Holdings in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
144K
New
$468.34 - $539.52 $67.4M - $77.6M
144K $67.5M
RTX
Raytheon Technologies Corp

Industrials
91.1K
New
$114.1 - $135.66 $10.4M - $12.4M
91.1K $12.1M
ABC
Amerisourcebergen Corp

Healthcare
56.5K
New
N/A
56.5K $10.5M
TTE
Total Energies Se

Energy
110K
New
N/A
110K $7.55M
FTCS
First Trust Capital Strength E

ETFs
79.3K
New
$86.39 - $91.35 $6.85M - $7.24M
79.3K $7.11M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
98.3K
New
$43.6 - $49.84 $4.29M - $4.9M
98.3K $4.67M
TGT
Target Corp

Consumer Defensive
38.4K
New
$103.65 - $142.5 $3.98M - $5.48M
38.4K $4.01M
QAI
Iq Hedge Multi Strategy Compos

ETFs
120K
New
$31.16 - $32.27 $3.75M - $3.88M
120K $3.76M
PWR
Quanta Services, Inc.

Industrials
14.1K
New
$236.71 - $358.03 $3.33M - $5.04M
14.1K $3.58M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
83.3K
New
$41.74 - $43.57 $3.48M - $3.63M
83.3K $3.51M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
59.9K
New
$50.24 - $50.57 $3.01M - $3.03M
59.9K $3.03M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
33.3K
New
$79.96 - $87.71 $2.66M - $2.92M
33.3K $2.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
111K
New
$22.61 - $23.14 $2.51M - $2.57M
111K $2.57M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
25.7K
New
$94.87 - $96.11 $2.44M - $2.47M
25.7K $2.46M
PSCT
Invesco S&P Smallcap Informati

ETFs
59.2K
New
$40.08 - $50.4 $2.37M - $2.98M
59.2K $2.37M
GLDM
World Gold Trust

ETFs
35.4K
New
$52.19 - $61.89 $1.85M - $2.19M
35.4K $2.19M
ITM
Vaneck Intermediate Muni ETF

ETFs
46.7K
New
$45.21 - $46.67 $2.11M - $2.18M
46.7K $2.13M
PULS
Pgim ETF Tr

ETFs
40.1K
New
$49.56 - $49.78 $1.99M - $2M
40.1K $2M
BCS
Barclays PLC

Financial Services
115K
New
$12.69 - $16.25 $1.47M - $1.88M
115K $1.77M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
77.3K
New
$21.16 - $21.77 $1.63M - $1.68M
77.3K $1.68M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
36.9K
New
$41.51 - $44.56 $1.53M - $1.65M
36.9K $1.55M
VRSN
Verisign Inc

Technology
5.97K
New
$205.1 - $254.74 $1.22M - $1.52M
5.97K $1.52M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
32.7K
New
$34.58 - $45.97 $1.13M - $1.5M
32.7K $1.5M
FTNT
Fortinet, Inc.

Technology
15.2K
New
$92.49 - $114.57 $1.4M - $1.74M
15.2K $1.46M
EW
Edwards Lifesciences Corp

Healthcare
19.4K
New
$67.95 - $76.19 $1.32M - $1.48M
19.4K $1.41M
HESM
Hess Midstream LP

Energy
31.5K
New
$37.59 - $43.88 $1.18M - $1.38M
31.5K $1.33M
FDN
First Tr Fd Dow Jones

ETFs
5.77K
New
$221.38 - $266.86 $1.28M - $1.54M
5.77K $1.28M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
9.75K
New
$110.75 - $120.15 $1.08M - $1.17M
9.75K $1.13M
SCHR
Schwab Intermediate Term Us Tr

ETFs
45K
New
$24.05 - $24.86 $1.08M - $1.12M
45K $1.12M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
11K
New
$92.03 - $93.95 $1.02M - $1.04M
11K $1.02M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
27.2K
New
$35.37 - $41.21 $962K - $1.12M
27.2K $981K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.84K
New
$117.4 - $131.02 $920K - $1.03M
7.84K $938K
HEZU
Ishares Currency Hedged Msci E

ETFs
23.9K
New
$35.85 - $40.72 $857K - $973K
23.9K $931K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18K
New
$47.25 - $67.02 $852K - $1.21M
18K $857K
FBT
First Trust Nyse Arca Biotechn

ETFs
5.01K
New
$164.86 - $182.19 $826K - $913K
5.01K $852K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
20.6K
New
$38.5 - $43.78 $793K - $902K
20.6K $847K
IJS
Ishares S&P Smallcap 600 Value

ETFs
8.12K
New
$96.3 - $112.23 $782K - $911K
8.12K $791K
FSYD
Fidelity Covington Tr Sustaina
16.7K
New
$46.95 - $48.14 $782K - $802K
16.7K $781K
ARKQ
Ark Autonomous Technology & Ro

ETFs
11.2K
New
$65.76 - $84.94 $739K - $955K
11.2K $745K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
30K
New
$23.9 - $24.43 $716K - $732K
30K $720K
DWLD
Davis Fundamental ETF Tr

ETFs
18.1K
New
$35.32 - $39.55 $638K - $715K
18.1K $681K
OGE
Oge Energy Corp.

Utilities
14.5K
New
$39.76 - $46.32 $577K - $672K
14.5K $666K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
26.8K
New
$23.18 - $24.68 $621K - $661K
26.8K $650K
GL
Globe Life Inc.

Financial Services
4.76K
New
$111.2 - $131.72 $529K - $627K
4.76K $627K
PZZA
Papa Johns International Inc

Consumer Cyclical
14.3K
New
$36.01 - $51.28 $515K - $733K
14.3K $587K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
12.6K
New
$44.26 - $45.22 $559K - $572K
12.6K $562K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
21.4K
New
$23.43 - $25.55 $502K - $548K
21.4K $547K
RYAAY
Ryanair Holdings PLC

Industrials
11.8K
New
$41.54 - $50.08 $490K - $591K
11.8K $499K
VNET
Vnet Group, Inc.

Technology
59.4K
New
$4.95 - $14.68 $294K - $873K
59.4K $487K
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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