Atria Investments LLC Sells in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBDC
Golub Capital Bdc, Inc.

Financial Services
-171K
- 40.23%
$13.03 - $15.28 $2.23M - $2.61M
254K $3.72M
AMGN
Amgen Inc

Healthcare
-3.85K
- 7.71%
$262.28 - $309.85 $1.01M - $1.19M
46.1K $12.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-43.1K
- 48.15%
$65.04 - $82.18 $2.8M - $3.54M
46.4K $3.81M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-41K
- 61.73%
N/A
25.4K $1.59M
XLI
Industrial Sector Spdr

ETFs
-22.2K
- 45.82%
$116.42 - $147.52 $2.58M - $3.27M
26.2K $3.87M
DOW
Dow Inc.

Basic Materials
-66.2K
- 80.04%
$25.81 - $34.89 $1.71M - $2.31M
16.5K $437K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-24.3K
- 34.81%
$100.35 - $100.71 $2.44M - $2.45M
45.6K $4.59M
VLO
Valero Energy Corp

Energy
-18.9K
- 39.38%
$104.69 - $141.77 $1.98M - $2.68M
29.1K $3.92M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-102K
- 69.95%
$23.03 - $23.64 $2.35M - $2.41M
43.9K $1.03M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-29.4K
- 88.34%
$72.32 - $86.4 $2.12M - $2.54M
3.88K $334K
SPYG
Spdr Portfolio

ETFs
-47.5K
- 30.66%
$71.83 - $95.32 $3.41M - $4.53M
108K $10.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-50.3K
- 8.57%
$42.72 - $44.24 $2.15M - $2.22M
536K $23.5M
NOC
Northrop Grumman Corp

Industrials
-3.65K
- 16.9%
$456.3 - $540.39 $1.67M - $1.97M
18K $8.98M
ILDR
First Tr Exchange Traded Fd Vi
-163K
- 36.34%
$20.6 - $29.43 $3.35M - $4.79M
285K $8.39M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-39.5K
- 63.22%
$44.37 - $50.04 $1.75M - $1.98M
23K $1.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.1K
- 33.25%
$152.93 - $181.74 $2M - $2.37M
26.2K $4.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.02K
- 3.1%
$285.55 - $321.23 $576K - $648K
63.2K $18.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.82K
- 11.2%
$210.83 - $235.28 $1.23M - $1.37M
46.1K $10.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-81.2K
- 73.22%
$22.7 - $23.33 $1.84M - $1.9M
29.7K $693K
SO
Southern CO

Utilities
-19.8K
- 16.56%
$84.91 - $92.56 $1.68M - $1.83M
99.6K $9.15M
DGRO
Ishares Core Dividend Growth E

ETFs
-39.8K
- 11.8%
$55.22 - $63.94 $2.2M - $2.55M
298K $19M
VXF
Vanguard Extended Market ETF

ETFs
-11.1K
- 61.86%
$150.43 - $192.71 $1.68M - $2.15M
6.87K $1.32M
VNQ
Vanguard Specialized Funds Van

ETFs
-19.1K
- 39.17%
$79.79 - $91.42 $1.53M - $1.75M
29.7K $2.64M
AZN
Astrazeneca PLC

Healthcare
-18.2K
- 14.65%
$64.87 - $75.0 $1.18M - $1.37M
106K $7.43M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-37.3K
- 12.91%
$45.2 - $46.6 $1.69M - $1.74M
252K $11.7M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-37.1K
- 89.67%
$44.47 - $47.0 $1.65M - $1.74M
4.27K $200K
HD
Home Depot, Inc.

Consumer Cyclical
-4.68K
- 6.63%
$335.24 - $380.78 $1.57M - $1.78M
65.9K $24.2M
CRL
Charles River Laboratories International, Inc.

Healthcare
-11.4K
- 60.28%
$99.75 - $151.89 $1.14M - $1.73M
7.52K $1.14M
PID
Invesco Exchange Traded Fd Tr

ETFs
-95.1K
- 66.62%
N/A
47.6K $850K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-73.8K
- 23.99%
$27.3 - $31.8 $2.01M - $2.35M
234K $7.43M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-32.8K
- 27.97%
$48.13 - $49.85 $1.58M - $1.64M
84.5K $4.14M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-8.99K
- 84.78%
$165.45 - $198.11 $1.49M - $1.78M
1.61K $313K
VFH
Vanguard Financial ETF

ETFs
-15.8K
- 35.46%
$104.87 - $127.3 $1.65M - $2.01M
28.7K $3.66M
FTCS
First Trust Capital Strength E

ETFs
-19.4K
- 24.43%
$81.6 - $92.39 $1.58M - $1.79M
59.9K $5.44M
CPRT
Copart Inc

Consumer Cyclical
-19.6K
- 21.48%
$47.72 - $63.84 $933K - $1.25M
71.5K $3.51M
XLV
Select Sector Spdr Fund Health

ETFs
-3.38K
- 3.25%
$128.77 - $144.3 $435K - $487K
101K $13.6M
MUB
Ishares National Muni Bond ETF

ETFs
-14.4K
- 14.22%
$102.31 - $105.8 $1.48M - $1.53M
87.1K $9.11M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-22.4K
- 51.27%
$68.68 - $84.86 $1.54M - $1.9M
21.3K $1.81M
JHPI
John Hancock ETF Preferred Inc

ETFs
-70.4K
- 61.18%
$21.76 - $22.63 $1.53M - $1.59M
44.6K $1.01M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-26.3K
- 60.12%
$61.92 - $81.5 $1.63M - $2.14M
17.4K $1.42M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-70.3K
- 67.14%
$18.68 - $21.54 $1.31M - $1.51M
34.4K $702K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-17.1K
- 82.41%
$83.67 - $109.12 $1.43M - $1.86M
3.64K $397K
ALL
Allstate Corp

Financial Services
-6.93K
- 38.64%
$180.53 - $212.64 $1.25M - $1.47M
11K $2.22M
DHI
Horton D R Inc

Consumer Cyclical
-12.3K
- 24.76%
$115.1 - $129.63 $1.42M - $1.59M
37.4K $4.82M
KMI
Kinder Morgan, Inc.

Energy
-54.7K
- 34.75%
$25.21 - $29.4 $1.38M - $1.61M
103K $3.02M
DFIV
Dimensional ETF Tr

ETFs
-38.6K
- 66.11%
$34.67 - $43.21 $1.34M - $1.67M
19.8K $847K
BSCV
Invesco ETF Self Indexed Fd Tr
-91K
- 24.0%
$15.97 - $16.53 $1.45M - $1.5M
288K $4.76M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.65K
- 10.11%
$99.37 - $134.05 $462K - $623K
41.3K $4.68M
AVEM
American Centy ETF Tr Avantis

ETFs
-25.2K
- 61.19%
$53.08 - $68.54 $1.34M - $1.72M
16K $1.09M
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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