Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10.4K
- 75.9%
$254.58 - $302.92 $2.65M - $3.16M
3.31K $845K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-89.8K
- 22.6%
$29.34 - $31.31 $2.63M - $2.81M
308K $9.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-37.5K
- 49.54%
$75.99 - $81.58 $2.85M - $3.06M
38.2K $2.92M
XLY
Select Sector Spdr Consumer Di

ETFs
-9K
- 20.44%
$192.6 - $233.2 $1.73M - $2.1M
35K $6.92M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9.72K
- 13.37%
$168.84 - $202.89 $1.64M - $1.97M
63K $11.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-113K
- 21.9%
$33.84 - $37.77 $3.84M - $4.28M
404K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
-4.38K
- 3.99%
$271.18 - $303.12 $1.19M - $1.33M
105K $29M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-58.1K
- 92.51%
$47.4 - $50.24 $2.75M - $2.92M
4.7K $227K
PPG
Ppg Industries Inc

Basic Materials
-22.1K
- 53.0%
$107.44 - $124.29 $2.37M - $2.74M
19.6K $2.14M
SECT
Sector 10, Inc.

ETFs
-38.6K
- 18.86%
$50.98 - $57.8 $1.97M - $2.23M
166K $8.48M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-119K
- 91.43%
$21.49 - $22.03 $2.55M - $2.62M
11.1K $240K
SPGI
S&P Global Inc.

Financial Services
-5.65K
- 19.38%
$478.26 - $543.77 $2.7M - $3.07M
23.5K $11.9M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-52.2K
- 40.24%
$49.6 - $50.28 $2.59M - $2.62M
77.5K $3.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-42.8K
- 9.06%
$32.49 - $37.99 $1.39M - $1.63M
430K $14.4M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-66.9K
- 75.59%
$38.0 - $38.88 $2.54M - $2.6M
21.6K $826K
DHR
Danaher Corp

Healthcare
-7.61K
- 19.62%
$201.62 - $250.59 $1.53M - $1.91M
31.2K $6.39M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-34.1K
- 9.49%
$53.6 - $58.97 $1.83M - $2.01M
326K $17.8M
UPS
United Parcel Service Inc

Industrials
-12.5K
- 18.4%
$109.66 - $136.26 $1.37M - $1.71M
55.5K $6.11M
CB
Chubb LTD

Financial Services
-12.3K
- 24.88%
$257.71 - $301.99 $3.16M - $3.7M
37K $11.2M
DELL
Dell Technologies Inc.

Technology
-14.7K
- 32.81%
$90.34 - $124.66 $1.33M - $1.84M
30.2K $2.75M
HD
Home Depot, Inc.

Consumer Cyclical
-2.13K
- 2.93%
$347.25 - $424.87 $740K - $906K
70.6K $25.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-96.5K
- 21.81%
$27.01 - $28.54 $2.61M - $2.75M
346K $9.67M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-8.43K
- 52.59%
$111.56 - $223.11 $940K - $1.88M
7.6K $849K
JPM
Jpmorgan Chase & CO

Financial Services
-15.8K
- 5.98%
$225.19 - $279.95 $3.55M - $4.41M
248K $60.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-34.9K
- 22.13%
$73.78 - $76.59 $2.57M - $2.67M
123K $9.4M
SHW
Sherwin Williams CO

Basic Materials
-7.59K
- 21.61%
$330.16 - $365.55 $2.51M - $2.77M
27.5K $9.61M
WDAY
Workday, Inc.

Technology
-5.02K
- 10.7%
$233.53 - $277.82 $1.17M - $1.39M
41.9K $9.78M
IT
Gartner Inc

Technology
-2.89K
- 17.8%
$418.25 - $548.38 $1.21M - $1.58M
13.3K $5.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.8K
- 63.15%
$522.96 - $601.18 $1.99M - $2.29M
2.22K $1.18M
TTD
Trade Desk, Inc.

Technology
-60
- 0.17%
$53.59 - $126.58 $3.22K - $7.59K
35.6K $1.95M
ALC
Alcon Inc

Healthcare
-29.3K
- 50.96%
$82.73 - $96.8 $2.42M - $2.84M
28.2K $2.68M
MSCI
Msci Inc.

Financial Services
-2.81K
- 16.83%
$541.46 - $628.34 $1.52M - $1.76M
13.9K $7.84M
DHI
Horton D R Inc

Consumer Cyclical
-10.6K
- 17.63%
$125.29 - $147.65 $1.33M - $1.57M
49.7K $6.31M
MLM
Martin Marietta Materials Inc

Basic Materials
-3.47K
- 29.62%
$460.39 - $552.64 $1.6M - $1.92M
8.25K $3.94M
IHDG
Wisdomtree Tr

ETFs
-47.9K
- 72.33%
$43.4 - $47.51 $2.08M - $2.28M
18.3K $795K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-45.5K
- 42.14%
$47.08 - $50.67 $2.14M - $2.31M
62.5K $3.14M
MRVL
Marvell Technology, Inc.

Technology
-3.17K
- 8.22%
$61.57 - $126.06 $195K - $399K
35.3K $2.18M
ISRG
Intuitive Surgical Inc

Healthcare
-2.27K
- 6.43%
$476.63 - $610.45 $1.08M - $1.39M
33K $16.3M
AMH
American Homes 4 Rent

Real Estate
-54.9K
- 64.72%
$34.43 - $37.81 $1.89M - $2.08M
29.9K $1.13M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-97K
- 48.1%
$20.82 - $22.08 $2.02M - $2.14M
105K $2.25M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.29K
- 9.24%
$222.66 - $268.42 $1.18M - $1.42M
51.9K $12.1M
ANSS
Ansys Inc

Technology
-5.3K
- 39.22%
$316.56 - $360.36 $1.68M - $1.91M
8.22K $2.6M
PG
Procter & Gamble CO

Consumer Defensive
-14.3K
- 7.9%
$158.56 - $176.26 $2.27M - $2.52M
167K $28.4M
VGT
Vanguard Information Technolog

ETFs
-1.13K
- 6.76%
$542.38 - $646.34 $610K - $727K
15.5K $8.41M
RPM
Rpm International Inc

Basic Materials
-14.2K
- 43.27%
$114.03 - $128.31 $1.62M - $1.82M
18.6K $2.16M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-19.7K
- 60.66%
$94.86 - $97.12 $1.87M - $1.92M
12.8K $1.22M
DEO
Diageo PLC

Consumer Defensive
-5.94K
- 10.52%
$104.79 - $126.12 $622K - $749K
50.5K $5.29M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-8.03K
- 32.76%
$161.27 - $192.3 $1.3M - $1.54M
16.5K $2.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14.9K
- 25.0%
$126.11 - $135.06 $1.88M - $2.02M
44.8K $5.78M
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
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