Atria Investments LLC New Holdings in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.23K
New
$108.12 - $135.04 $349K - $436K
3.23K $436K
SMTC
Semtech Corp

Technology
9.66K
New
$24.34 - $45.62 $235K - $441K
9.66K $435K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
16.3K
New
$23.45 - $26.56 $382K - $432K
16.3K $432K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.08K
New
$56.88 - $70.77 $346K - $430K
6.08K $430K
IAPR
Innovator Etfs Tr Internationa

ETFs
14.2K
New
$25.9 - $29.24 $367K - $415K
14.2K $414K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
10.8K
New
$33.92 - $37.71 $366K - $406K
10.8K $406K
CIG
Energy CO Of Minas Gerais

Utilities
201K
New
$1.62 - $1.96 $325K - $394K
201K $393K
MSTR
Microstrategy Inc

Technology
970
New
$237.95 - $421.61 $231K - $409K
970 $392K
LMB
Limbach Holdings, Inc.

Industrials
2.73K
New
$69.3 - $142.14 $189K - $388K
2.73K $382K
SHG
Shinhan Financial Group CO LTD

Financial Services
10.7K
New
N/A
10.7K $371K
FNV
Franco Nevada Corp

Basic Materials
2.21K
New
$143.04 - $178.17 $316K - $393K
2.21K $361K
MAT
Mattel Inc

Consumer Cyclical
17.8K
New
$14.55 - $20.12 $259K - $359K
17.8K $351K
OMFL
Invesco Exchange Traded Self I

ETFs
5.98K
New
$48.43 - $57.78 $290K - $346K
5.98K $345K
LNN
Lindsay Corp

Industrials
2.37K
New
$116.32 - $144.25 $276K - $342K
2.37K $342K
QRVO
Qorvo, Inc.

Technology
3.99K
New
$50.81 - $84.91 $203K - $338K
3.99K $338K
ALKT
Alkami Technology, Inc.

Technology
11.1K
New
$22.54 - $31.19 $249K - $345K
11.1K $333K
KBE
Spdr S&P Bank ETF

ETFs
5.99K
New
$45.85 - $55.78 $275K - $334K
5.99K $333K
ORA
Ormat Technologies, Inc.

Utilities
3.98K
New
$66.4 - $86.59 $265K - $345K
3.98K $333K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.91K
New
$90.5 - $114.3 $263K - $332K
2.91K $332K
LFUS
Littelfuse Inc

Technology
1.45K
New
$149.72 - $227.31 $217K - $330K
1.45K $328K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.82K
New
$50.5 - $71.23 $244K - $344K
4.82K $326K
FXG
First Tr Exchange Traded First

ETFs
5.14K
New
$61.21 - $66.04 $314K - $339K
5.14K $325K
EVH
Evolent Health, Inc.

Healthcare
28.9K
New
$7.21 - $11.26 $208K - $326K
28.9K $325K
IONS
Ionis Pharmaceuticals Inc

Healthcare
8.19K
New
$25.51 - $40.0 $209K - $327K
8.19K $323K
SIG
Signet Jewelers LTD

Consumer Cyclical
4.01K
New
$50.77 - $82.74 $204K - $332K
4.01K $319K
UTI
Universal Technical Institute Inc

Consumer Defensive
9.12K
New
$25.25 - $35.9 $230K - $327K
9.12K $309K
SLAB
Silicon Laboratories Inc.

Technology
2.07K
New
$86.17 - $148.63 $179K - $308K
2.07K $305K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
26.3K
New
$10.59 - $11.48 $278K - $302K
26.3K $301K
SIMO
Silicon Motion Technology Corp

Technology
4.02K
New
$38.95 - $75.77 $156K - $304K
4.02K $301K
JEF
Jefferies Financial Group Inc.

Financial Services
5.52K
New
$41.06 - $56.09 $227K - $309K
5.52K $301K
OTEX
Open Text Corp

Technology
10.3K
New
$23.04 - $29.2 $238K - $302K
10.3K $301K
GVA
Granite Construction Inc

Industrials
3.22K
New
$71.89 - $93.51 $231K - $301K
3.22K $300K
CWT
California Water Service Group

Utilities
6.58K
New
$44.67 - $51.36 $294K - $338K
6.58K $299K
IAUM
I Shares Gold Trust Micro

ETFs
9.08K
New
$29.65 - $34.24 $269K - $311K
9.08K $299K
AWR
American States Water CO

Utilities
3.89K
New
$75.1 - $81.3 $292K - $316K
3.89K $297K
TU
Telus Corp

Communication Services
18.3K
New
$13.82 - $16.49 $253K - $301K
18.3K $293K
DBX
Dropbox, Inc.

Technology
10.2K
New
$25.42 - $29.7 $259K - $303K
10.2K $291K
IESC
Ies Holdings, Inc.

Industrials
982
New
$160.58 - $296.23 $158K - $291K
982 $290K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.64K
New
$63.06 - $78.98 $229K - $287K
3.64K $287K
WDC
Western Digital Corp

Technology
4.46K
New
$30.54 - $63.99 $136K - $286K
4.46K $285K
FOX
Fox Corp Cl B (De)

Communication Services
5.47K
New
$43.81 - $53.0 $240K - $290K
5.47K $282K
TEF
Telefonica S A

Communication Services
53.7K
New
$4.37 - $5.39 $235K - $290K
53.7K $281K
EWY
Ishares Inc Msci South Korea E

ETFs
3.9K
New
$48.92 - $72.65 $191K - $284K
3.9K $280K
SWIM
Latham Group, Inc.

Industrials
43.8K
New
$4.72 - $6.76 $207K - $296K
43.8K $279K
MTG
Mgic Investment Corp

Financial Services
10K
New
$22.43 - $28.1 $225K - $281K
10K $278K
URTH
Ishares Msci World ETF

ETFs
1.63K
New
$136.3 - $169.38 $222K - $276K
1.63K $276K
HMN
Horace Mann Educators Corp

Financial Services
6.35K
New
$38.84 - $43.99 $246K - $279K
6.35K $272K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3K
New
$70.56 - $92.75 $212K - $279K
3K $269K
MEG
Montrose Environmental Group, Inc.

Industrials
12.2K
New
$10.74 - $23.62 $131K - $287K
12.2K $266K
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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