Atria Investments LLC Reduced Holdings in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRIM
Primoris Services Corp

Industrials
-8.11K
- 48.36%
$52.66 - $80.05 $427K - $649K
8.66K $674K
FDL
First Tr Morningstar Dividend

ETFs
-5.52K
- 15.6%
$38.19 - $43.19 $211K - $238K
29.9K $1.25M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-3.87K
- 45.41%
$75.33 - $94.56 $292K - $366K
4.66K $438K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.6K
- 36.3%
$69.8 - $85.28 $251K - $307K
6.31K $523K
BP
Bp PLC

Energy
-4.16K
- 10.37%
$26.11 - $33.81 $109K - $141K
35.9K $1.08M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.94K
- 29.53%
$104.23 - $134.39 $411K - $530K
9.41K $1.26M
VPU
Vanguard Utilities ETF

ETFs
-2.48K
- 8.49%
$158.36 - $178.82 $393K - $443K
26.7K $4.72M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-32.3K
- 36.11%
$8.28 - $9.42 $267K - $304K
57.2K $537K
IT
Gartner Inc

Technology
-146
- 1.1%
$377.5 - $449.52 $55.1K - $65.6K
13.2K $5.33M
USTB
Victory Portfolios Ii Victorys

ETFs
-5.3K
- 12.68%
$50.21 - $50.82 $266K - $269K
36.5K $1.85M
OTIS
Otis Worldwide Corp

Industrials
-1.99K
- 14.28%
$90.88 - $104.3 $181K - $207K
11.9K $1.18M
RACE
Ferrari N.V.

Consumer Cyclical
-1.23K
- 22.08%
$397.86 - $499.02 $489K - $614K
4.34K $2.13M
OVV
Ovintiv Inc.

Energy
-1.14K
- 2.62%
$31.18 - $44.14 $35.6K - $50.5K
42.4K $1.61M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-4.87K
- 25.61%
$45.9 - $48.26 $223K - $235K
14.1K $660K
YPF
Ypf Sociedad Anonima

Energy
-5.05K
- 20.5%
$27.16 - $36.96 $137K - $187K
19.6K $616K
CNI
Canadian National Railway CO

Industrials
-3.06K
- 27.58%
$92.66 - $108.13 $283K - $331K
8.03K $835K
XLB
Select Sector Spdr Fd Material

ETFs
-3.08K
- 20.82%
$74.27 - $88.92 $229K - $274K
11.7K $1.03M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-3.81K
- 24.25%
$45.92 - $50.78 $175K - $193K
11.9K $555K
AVY
Avery Dennison Corp

Industrials
-1.23K
- 11.96%
$159.58 - $183.97 $196K - $226K
9.04K $1.59M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.22K
- 9.25%
$146.74 - $176.07 $179K - $215K
12K $1.94M
PKE
Park Aerospace Corp

Industrials
-21.5K
- 34.92%
$12.21 - $14.77 $263K - $318K
40.1K $592K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-4.28K
- 46.43%
$50.56 - $59.57 $217K - $255K
4.94K $256K
SPG
Simon Property Group Inc

Real Estate
-620
- 2.46%
$140.37 - $171.44 $87K - $106K
24.6K $3.95M
CGDV
Capital Group Divid Value ETF

ETFs
-12K
- 19.16%
$31.93 - $39.49 $384K - $475K
50.8K $2.01M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.17K
- 35.3%
$224.16 - $285.86 $262K - $334K
2.14K $612K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.41K
- 18.99%
$24.14 - $25.43 $203K - $214K
35.9K $888K
SEE
Sealed Air Corp

Consumer Cyclical
-10.5K
- 22.65%
$23.93 - $32.95 $251K - $346K
35.8K $1.11M
CNC
Centene Corp

Healthcare
-379
- 1.19%
$53.4 - $64.29 $20.2K - $24.4K
31.5K $1.71M
EMLP
First Tr Exchange Traded Iv

ETFs
-6.04K
- 39.1%
$33.62 - $37.89 $203K - $229K
9.4K $352K
CNP
Centerpoint Energy Inc

Utilities
-6.63K
- 15.74%
$35.5 - $39.05 $235K - $259K
35.5K $1.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-941
- 3.86%
$41.37 - $53.28 $38.9K - $50.1K
23.5K $1.05M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-12.6K
- 50.69%
$15.5 - $20.28 $195K - $255K
12.2K $247K
ACIW
Aci Worldwide, Inc.

Technology
-484
- 2.15%
$44.59 - $57.17 $21.6K - $27.7K
22K $1.01M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.22K
- 18.58%
$26.41 - $26.76 $217K - $220K
36K $964K
HUM
Humana Inc

Healthcare
-526
- 12.14%
$224.93 - $295.04 $118K - $155K
3.81K $930K
LNT
Alliant Energy Corp

Utilities
-502
- 1.06%
$58.79 - $64.85 $29.5K - $32.6K
47K $2.84M
JBHT
Hunt J B Transport Services Inc

Industrials
-1.35K
- 29.8%
$124.73 - $152.78 $169K - $207K
3.19K $457K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.69K
- 19.39%
$58.52 - $71.7 $392K - $480K
27.8K $1.91M
HBI
Hanesbrands Inc.

Consumer Cyclical
-21.3K
- 21.94%
$4.32 - $5.95 $91.8K - $126K
75.6K $346K
NXST
Nexstar Media Group, Inc.

Communication Services
-862
- 8.65%
$144.68 - $181.86 $125K - $157K
9.1K $1.57M
LIVN
Liva Nova PLC

Healthcare
-6.1K
- 55.41%
$33.85 - $47.6 $207K - $291K
4.91K $221K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.42K
- 14.41%
$186.58 - $225.78 $265K - $321K
8.44K $1.84M
PPL
Ppl Corp

Utilities
-235
- 0.26%
$33.45 - $36.5 $7.86K - $8.58K
90K $3.05M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.85K
- 13.14%
$90.85 - $102.31 $168K - $189K
12.2K $1.23M
EGP
Eastgroup Properties Inc

Real Estate
-780
- 9.34%
$145.28 - $176.09 $113K - $137K
7.57K $1.27M
RELX
Relx PLC

Communication Services
-9K
- 12.45%
$45.31 - $55.66 $408K - $501K
63.3K $3.44M
PUK
Prudential PLC

Financial Services
-16.4K
- 28.21%
$18.03 - $25.49 $295K - $417K
41.6K $1.04M
IBMO
Ishares Tr Ibonds December 202

ETFs
-7.89K
- 16.99%
$25.32 - $25.63 $200K - $202K
38.5K $987K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.13K
- 31.06%
$70.44 - $86.87 $220K - $272K
6.95K $603K
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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email