Atria Investments LLC Reduced Holdings in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-3.74K
- 1.58%
$105.51 - $125.37 $394K - $468K
232K $25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.9K
- 25.07%
$174.22 - $187.62 $2.42M - $2.61M
41.6K $7.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-48K
- 20.03%
$49.79 - $51.14 $2.39M - $2.45M
192K $9.61M
CCI
Crown Castle International Corp

Real Estate
-13.4K
- 26.44%
$89.78 - $119.11 $1.2M - $1.6M
37.3K $3.39M
DHR
Danaher Corp

Healthcare
-2.7K
- 6.51%
$226.16 - $274.52 $610K - $741K
38.8K $8.9M
AMD
Advanced Micro Devices Inc

Technology
-9.09K
- 26.64%
$118.88 - $172.8 $1.08M - $1.57M
25K $3.02M
CI
Cigna Corp

Healthcare
-3.38K
- 15.21%
$265.59 - $358.58 $899K - $1.21M
18.9K $5.21M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-28.3K
- 14.96%
$89.88 - $101.38 $2.54M - $2.87M
161K $15M
MCHP
Microchip Technology Inc

Technology
-13.7K
- 18.66%
$55.51 - $79.05 $759K - $1.08M
59.6K $3.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.18K
- 1.38%
$55.45 - $61.08 $287K - $316K
369K $20.4M
GD
General Dynamics Corp

Industrials
-3.03K
- 7.45%
$260.28 - $314.03 $788K - $951K
37.6K $9.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.37K
- 7.27%
$59.25 - $72.99 $555K - $684K
120K $7.14M
DJP
Barclays Bank PLC

ETFs
-70K
- 70.86%
N/A
28.8K $929K
SHV
Ishares Tr

ETFs
-19.9K
- 27.18%
$109.92 - $110.57 $2.19M - $2.2M
53.4K $5.88M
VZ
Verizon Communications Inc

Communication Services
-9.93K
- 2.67%
$39.6 - $45.21 $393K - $449K
362K $14.5M
NEE
Nextera Energy Inc

Utilities
-3.18K
- 2.04%
$69.77 - $85.43 $222K - $271K
152K $10.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-664
- 21.38%
$1666.0 - $2117.3 $1.11M - $1.41M
2.44K $4.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-73.1K
- 8.51%
$49.03 - $53.35 $3.58M - $3.9M
785K $40.2M
VB
Vanguard Small Cap ETF

ETFs
-9.91K
- 15.39%
$233.76 - $261.58 $2.32M - $2.59M
54.5K $13.1M
CMCSA
Comcast Corp

Communication Services
-13.8K
- 3.54%
$37.39 - $45.14 $514K - $621K
375K $14.1M
CNI
Canadian National Railway CO

Industrials
-17.3K
- 68.76%
$100.62 - $117.12 $1.74M - $2.03M
7.86K $797K
DVN
Devon Energy Corp

Energy
-48.7K
- 57.34%
$30.52 - $42.96 $1.49M - $2.09M
36.3K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.98K
- 5.93%
$288.47 - $316.54 $1.15M - $1.26M
63.2K $18.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-14.7K
- 30.82%
$72.97 - $96.75 $1.07M - $1.43M
33.1K $2.46M
XLP
Consumer Staples Sector Spdr

ETFs
-27.8K
- 29.75%
N/A
65.7K $4.99M
SCCO
Southern Copper Corp

Basic Materials
-16.4K
- 65.59%
$91.13 - $117.95 $1.5M - $1.94M
8.63K $786K
CAT
Caterpillar Inc

Industrials
-3.11K
- 9.19%
$360.37 - $416.88 $1.12M - $1.3M
30.7K $11.2M
QCOM
Qualcomm Inc

Technology
-1.09K
- 0.94%
$150.4 - $178.04 $164K - $195K
115K $17.7M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-21.1K
- 46.12%
$93.52 - $95.37 $1.97M - $2.01M
24.6K $2.31M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-19.9K
- 19.26%
$68.25 - $75.42 $1.36M - $1.5M
83.5K $5.72M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-50.6K
- 39.12%
$35.89 - $39.51 $1.82M - $2M
78.7K $2.86M
EMB
Ishares Tr

ETFs
-19.6K
- 38.01%
$88.94 - $93.46 $1.74M - $1.83M
31.9K $2.84M
MBB
Ishares Tr

ETFs
-13.1K
- 6.95%
$91.26 - $95.82 $1.19M - $1.25M
175K $16M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.16K
- 3.64%
$244.52 - $284.07 $528K - $613K
57.2K $14.1M
EME
Emcor Group, Inc.

Industrials
-4.95K
- 37.3%
$427.96 - $526.95 $2.12M - $2.61M
8.31K $3.77M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-32.2K
- 17.71%
$43.84 - $48.76 $1.41M - $1.57M
150K $6.59M
BNDX
Vanguard Total International B

ETFs
-28.6K
- 7.54%
$48.91 - $50.61 $1.4M - $1.45M
351K $17.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.53K
- 7.59%
$396.64 - $516.74 $606K - $789K
18.6K $7.49M
IXUS
Ishares Tr

ETFs
-13.6K
- 9.19%
$65.95 - $72.56 $896K - $986K
134K $8.89M
VAW
Vanguard Materials ETF

ETFs
-7.22K
- 38.85%
$186.91 - $215.32 $1.35M - $1.56M
11.4K $2.14M
PGR
Progressive Corp

Financial Services
-3.87K
- 6.54%
$239.6 - $268.88 $928K - $1.04M
55.4K $13.3M
ISCG
Ishares Morningstar Small Cap

ETFs
-38.3K
- 12.04%
$48.22 - $54.03 $1.84M - $2.07M
279K $13.8M
MDT
Medtronic PLC

Healthcare
-6.27K
- 5.18%
$79.61 - $92.24 $499K - $578K
115K $9.16M
SHW
Sherwin Williams CO

Basic Materials
-698
- 1.95%
$338.75 - $399.71 $236K - $279K
35.1K $11.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.03K
- 17.77%
$219.66 - $257.62 $885K - $1.04M
18.7K $4.12M
HYG
Ishares Tr

ETFs
-19.9K
- 23.2%
$78.09 - $80.04 $1.56M - $1.59M
65.9K $5.19M
UBER
Uber Technologies, Inc

Technology
-1.3K
- 1.19%
$59.93 - $86.34 $78K - $112K
108K $6.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-19.3K
- 5.16%
$60.73 - $64.94 $1.17M - $1.25M
355K $21.8M
FANG
Diamondback Energy, Inc.

Energy
-8.08K
- 18.92%
$153.06 - $199.5 $1.24M - $1.61M
34.6K $5.67M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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