Atria Investments LLC Sells in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-707K
- 92.63%
$40.82 - $43.14 $28.8M - $30.5M
56.2K $2.43M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-230K
- 52.54%
$105.23 - $109.61 $24.2M - $25.2M
208K $22.8M
UNH
Unitedhealth Group Inc

Healthcare
-19K
- 25.53%
$274.35 - $599.47 $5.21M - $11.4M
55.4K $17.3M
AAPL
Apple Inc.

Technology
-35.7K
- 8.18%
$172.42 - $223.89 $6.16M - $8M
401K $82.3M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-509K
- 77.59%
$24.96 - $25.5 $12.7M - $13M
147K $3.75M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-233K
- 90.54%
$50.1 - $63.16 $11.7M - $14.7M
24.3K $1.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-229K
- 77.91%
$50.08 - $63.14 $11.5M - $14.5M
64.9K $4.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-559K
- 91.15%
$20.12 - $21.0 $11.3M - $11.7M
54.3K $1.14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-187K
- 57.3%
$47.46 - $55.3 $8.86M - $10.3M
139K $7.66M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-182K
- 13.31%
$45.12 - $46.23 $8.22M - $8.42M
1.19M $54.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-306K
- 93.34%
$24.48 - $24.9 $7.48M - $7.61M
21.8K $542K
IVV
Ishares Core S&P 500 ETF

ETFs
-36.6K
- 14.13%
$498.8 - $620.9 $18.2M - $22.7M
222K $138M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-317K
- 76.57%
$21.01 - $21.59 $6.67M - $6.85M
97.1K $2.09M
IAU
Ishares Gold Trust

ETFs
-124K
- 41.16%
$56.1 - $64.74 $6.95M - $8.01M
177K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.7K
- 12.44%
$483.48 - $539.8 $3.72M - $4.15M
54.1K $26.3M
ABBV
Abb Vie Inc.

Healthcare
-10.8K
- 5.72%
$170.16 - $206.27 $1.84M - $2.23M
178K $33.1M
FDVV
Fidelity High Dividend ETF

ETFs
-122K
- 76.1%
$43.6 - $52.02 $5.32M - $6.35M
38.3K $1.99M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-117K
- 42.36%
$48.48 - $50.99 $5.66M - $5.96M
159K $8.11M
CVX
Chevron Corp

Energy
-2.53K
- 1.12%
$133.73 - $168.51 $338K - $426K
222K $31.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-61.1K
- 26.26%
$91.43 - $91.74 $5.58M - $5.6M
171K $15.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-104K
- 60.53%
$45.11 - $52.34 $4.7M - $5.45M
67.9K $3.56M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-139K
- 78.51%
$32.0 - $39.87 $4.45M - $5.54M
38K $1.51M
HEFA
Ishares Currency Hedged Msci E

ETFs
-143K
- 77.5%
$32.11 - $38.21 $4.58M - $5.45M
41.4K $1.57M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-48K
- 79.03%
$100.04 - $100.54 $4.8M - $4.82M
12.7K $1.28M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-206K
- 42.97%
$22.54 - $23.17 $4.64M - $4.77M
273K $6.27M
BMY
Bristol Myers Squibb CO

Healthcare
-43K
- 26.4%
$44.12 - $59.6 $1.9M - $2.56M
120K $5.55M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-208K
- 81.44%
$19.43 - $20.13 $4.05M - $4.19M
47.5K $938K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-203K
- 60.24%
$20.66 - $20.74 $4.18M - $4.2M
134K $2.76M
UNP
Union Pacific Corp

Industrials
-15.8K
- 23.26%
$208.27 - $238.46 $3.28M - $3.76M
52K $12M
PEP
Pepsico Inc

Consumer Defensive
-14.1K
- 11.62%
$128.02 - $151.37 $1.8M - $2.13M
107K $14.1M
PG
Procter & Gamble CO

Consumer Defensive
-12.7K
- 7.61%
$157.66 - $172.39 $2M - $2.19M
154K $24.6M
JNJ
Johnson & Johnson

Healthcare
-4.44K
- 1.83%
$146.36 - $159.82 $650K - $710K
239K $36.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-125K
- 22.89%
$29.82 - $30.19 $3.73M - $3.77M
421K $12.7M
CRM
Salesforce, Inc.

Technology
-14.9K
- 15.3%
$236.26 - $291.15 $3.51M - $4.33M
82.4K $22.5M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-33.6K
- 77.4%
$94.92 - $114.85 $3.19M - $3.85M
9.8K $1.13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-123K
- 28.57%
$29.52 - $35.31 $3.63M - $4.34M
307K $10.8M
PGR
Progressive Corp

Financial Services
-10.1K
- 21.6%
$255.27 - $288.74 $2.57M - $2.91M
36.6K $9.75M
IBDV
Ishares Tr

Technology
-153K
- 94.19%
$21.28 - $21.98 $3.26M - $3.36M
9.44K $207K
XLF
Financial Sector Spdr

ETFs
-81.1K
- 22.39%
$43.92 - $52.37 $3.56M - $4.25M
281K $14.7M
TAXF
American Centy ETF Tr Diversif

ETFs
-65.1K
- 54.77%
$47.8 - $49.79 $3.11M - $3.24M
53.8K $2.63M
LLY
Eli Lilly & CO

Healthcare
-1.3K
- 2.72%
$713.71 - $898.95 $929K - $1.17M
46.5K $36.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5.04K
- 6.07%
$212.1 - $244.27 $1.07M - $1.23M
78.1K $17.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-74.6K
- 59.84%
$37.08 - $42.26 $2.77M - $3.15M
50.1K $2.07M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-132K
- 88.34%
$23.33 - $24.01 $3.08M - $3.17M
17.4K $418K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-60.4K
- 52.33%
$49.12 - $50.93 $2.97M - $3.08M
55K $2.74M
IOO
Ishares Tr Global 100 ETF

ETFs
-32.7K
- 82.85%
$84.95 - $107.81 $2.78M - $3.53M
6.77K $730K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13.2K
- 31.49%
$320.42 - $424.58 $4.23M - $5.61M
28.7K $12.2M
HYMU
Blackrock ETF Tr Ii High Yield
-123K
- 65.96%
N/A
63.5K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-119K
- 77.75%
$20.42 - $25.3 $2.43M - $3.02M
34.1K $863K
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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