Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-3.08K
- 3.75%
$253.32 - $282.66 $781K - $871K
79.2K $20.3M
HGER
Harbor ETF Tr All Weather Infl
-81.8K
- 78.81%
$22.23 - $24.05 $1.82M - $1.97M
22K $528K
EEM
Ishares Msci Emerging Markets

ETFs
-41.7K
- 72.33%
$40.81 - $45.34 $1.7M - $1.89M
16K $697K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-11.6K
- 53.24%
$134.68 - $159.3 $1.56M - $1.85M
10.2K $1.43M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-60.7K
- 33.57%
$24.88 - $26.85 $1.51M - $1.63M
120K $3.03M
HYG
Ishares Tr

ETFs
-21.6K
- 32.74%
$78.51 - $80.11 $1.69M - $1.73M
44.4K $3.5M
ACWI
Ishares Msci Acwi ETF

ETFs
-13.8K
- 24.55%
$115.16 - $124.13 $1.59M - $1.71M
42.4K $4.93M
VCR
Vanguard Consumer Discretionar

ETFs
-3.5K
- 34.47%
$318.51 - $391.75 $1.11M - $1.37M
6.65K $2.16M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.5K
- 1.32%
$183.02 - $207.75 $275K - $312K
113K $21M
TJX
Tjx Companies Inc

Consumer Cyclical
-14.6K
- 9.5%
$112.81 - $126.16 $1.65M - $1.84M
139K $16.9M
SCHO
Schwab Short Term Us Treasury

ETFs
-66.1K
- 48.81%
$24.1 - $24.34 $1.59M - $1.61M
69.3K $1.69M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.85K
- 9.79%
$47.79 - $59.89 $471K - $590K
90.8K $4.56M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-118K
- 22.99%
$11.22 - $11.8 $1.33M - $1.4M
397K $4.45M
HSY
Hershey CO

Consumer Defensive
-8.72K
- 41.9%
$144.74 - $186.36 $1.26M - $1.62M
12.1K $2.07M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-24.1K
- 8.04%
$50.21 - $51.23 $1.21M - $1.24M
276K $13.9M
GM
General Motors CO

Consumer Cyclical
-483
- 0.21%
$45.22 - $54.92 $21.8K - $26.5K
225K $10.6M
NXPI
Nxp Semiconductors N.V.

Technology
-5.93K
- 35.13%
$189.99 - $245.86 $1.13M - $1.46M
11K $2.08M
PANW
Palo Alto Networks Inc

Technology
-4.22K
- 7.0%
$167.82 - $208.28 $708K - $879K
56.1K $9.57M
IRM
Iron Mountain Inc

Real Estate
-12.4K
- 71.33%
$82.79 - $111.31 $1.02M - $1.38M
4.97K $427K
ZBRA
Zebra Technologies Corp

Technology
-500
- 4.15%
$271.72 - $421.11 $136K - $211K
11.5K $3.26M
HDV
Ishares Core High Dividend ETF

ETFs
-19.5K
- 17.56%
$110.86 - $121.12 $2.16M - $2.37M
91.7K $11.1M
XYL
Xylem Inc.

Industrials
-12.6K
- 35.3%
$114.02 - $132.04 $1.43M - $1.66M
23K $2.75M
ECL
Ecolab Inc.

Basic Materials
-8.12K
- 21.17%
$229.72 - $269.82 $1.87M - $2.19M
30.2K $7.67M
COF
Capital One Financial Corp

Financial Services
-7.61K
- 17.5%
$163.87 - $209.82 $1.25M - $1.6M
35.9K $6.43M
MCHP
Microchip Technology Inc

Technology
-16.1K
- 26.94%
$48.41 - $64.3 $778K - $1.03M
43.6K $2.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.55K
- 1.33%
$408.78 - $448.82 $635K - $697K
115K $48.3M
MANH
Manhattan Associates Inc

Technology
-2.74K
- 32.15%
$163.5 - $295.1 $447K - $807K
5.77K $998K
INTF
Ishares Tr

ETFs
-53.4K
- 32.58%
$28.43 - $31.96 $1.52M - $1.71M
110K $3.4M
EQIX
Equinix Inc

Real Estate
-317
- 3.93%
$803.0 - $959.97 $255K - $304K
7.76K $6.33M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-36.7K
- 46.61%
$36.09 - $38.27 $1.32M - $1.4M
42K $1.58M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-25K
- 67.82%
$50.72 - $50.92 $1.27M - $1.27M
11.9K $604K
IWN
Ishares Russell2000 Val ETF

ETFs
-7.29K
- 63.65%
$149.27 - $169.4 $1.09M - $1.23M
4.16K $628K
MS
Morgan Stanley

Financial Services
-2.55K
- 2.42%
$111.68 - $141.08 $285K - $360K
103K $12M
QDPL
Pacer Fds Tr Metaurus Us Large
-30.7K
- 49.86%
$36.5 - $40.04 $1.12M - $1.23M
30.8K $1.13M
NVT
N Vent Electric PLC

Industrials
-15.2K
- 56.97%
$52.42 - $75.4 $798K - $1.15M
11.5K $602K
WST
West Pharmaceutical Services Inc

Healthcare
-1.43K
- 16.47%
$199.11 - $347.87 $284K - $497K
7.24K $1.62M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-47.1K
- 52.54%
$24.5 - $25.39 $1.15M - $1.2M
42.6K $1.05M
SPYG
Spdr Portfolio

ETFs
-484
- 0.31%
$80.05 - $92.39 $38.7K - $44.7K
155K $12.5M
XEL
Xcel Energy Inc

Utilities
-20.8K
- 24.62%
$63.37 - $72.1 $1.32M - $1.5M
63.7K $4.51M
ATO
Atmos Energy Corp

Utilities
-11.2K
- 30.77%
$136.51 - $154.58 $1.54M - $1.74M
25.3K $3.91M
JCI
Johnson Controls International PLC

Industrials
-15.6K
- 26.12%
$76.12 - $90.6 $1.19M - $1.41M
44.1K $3.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-16.2K
- 14.38%
$77.7 - $78.94 $1.26M - $1.28M
96.3K $7.6M
WMT
Walmart Inc.

Consumer Defensive
-3.26K
- 0.94%
$84.5 - $105.05 $275K - $342K
342K $30M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-31.7K
- 81.08%
$36.63 - $37.45 $1.16M - $1.19M
7.41K $272K
SONY
Sony Group Corp

Technology
-108K
- 29.04%
$19.88 - $25.64 $2.14M - $2.76M
263K $6.67M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.6K
- 41.34%
$89.18 - $104.04 $949K - $1.11M
15.1K $1.38M
SHV
Ishares Tr

ETFs
-10.3K
- 19.31%
$110.11 - $110.51 $1.14M - $1.14M
43.1K $4.76M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-18K
- 71.64%
$58.38 - $64.16 $1.05M - $1.16M
7.14K $423K
GD
General Dynamics Corp

Industrials
-5.31K
- 14.13%
$241.94 - $272.58 $1.29M - $1.45M
32.3K $8.81M
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
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