Atria Investments LLC Incresed Positions in Q3 2025

Atria Investments LLC

  • $8.14 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
59.2K
+ 6.28%
$153.3 - $186.58 $9.07M - $11M
1M $187M
AAPL
Apple Inc.

Technology
10.8K
+ 2.7%
$202.38 - $256.87 $2.19M - $2.79M
412K $105M
GOOGL
Alphabet Inc.

Communication Services
4.89K
+ 1.59%
$174.36 - $254.72 $853K - $1.25M
313K $76M
AVGO
Broadcom Inc.

Technology
13.8K
+ 5.26%
$264.74 - $369.57 $3.65M - $5.1M
276K $91M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
239K
+ 27.27%
$54.35 - $59.32 $13M - $14.2M
1.12M $66.1M
OEF
Ishares S&P 100 ETF

ETFs
68.1K
+ 90.2%
N/A
144K $38.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
383K
+ 681.58%
$42.75 - $43.37 $16.4M - $16.6M
440K $19M
ORCL
Oracle Corp

Technology
1.75K
+ 0.69%
$218.96 - $328.33 $383K - $574K
253K $71.2M
TSLA
Tesla, Inc.

Consumer Cyclical
132
+ 0.11%
$293.94 - $444.72 $38.8K - $58.7K
115K $51.2M
GLD
Spdr Gold Trust

ETFs
9.25K
+ 4.68%
$300.96 - $355.47 $2.78M - $3.29M
207K $73.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.62K
+ 4.66%
$567.77 - $614.76 $4.33M - $4.68M
171K $105M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
263K
+ 186.62%
$39.39 - $42.09 $10.3M - $11.1M
404K $16.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
101K
+ 55.27%
$97.75 - $100.75 $9.91M - $10.2M
285K $28.6M
MSFT
Microsoft Corp

Technology
1.94K
+ 0.46%
$491.09 - $535.64 $955K - $1.04M
427K $221M
JNJ
Johnson & Johnson

Healthcare
3.47K
+ 1.45%
$155.17 - $185.42 $539K - $644K
242K $44.9M
IVE
Ishares S&P 500 Value ETF

ETFs
24.9K
+ 12.91%
$194.44 - $206.51 $4.85M - $5.15M
218K $45.1M
IWM
Ishares Russell 2000 ETF

ETFs
28.3K
+ 319.57%
$214.92 - $244.84 $6.08M - $6.93M
37.1K $8.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
19.9K
+ 4.55%
$108.97 - $121.65 $2.17M - $2.42M
457K $55.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.9K
+ 41.51%
$420.11 - $472.68 $5.01M - $5.64M
40.7K $19M
ARW
Arrow Electronics Inc

Technology
50.9K
+ 1580.96%
$114.66 - $133.24 $5.84M - $6.78M
54.1K $6.55M
IEMG
Ishares Inc

ETFs
108K
+ 9.53%
N/A
1.24M $66.4M
PLTR
Palantir Technologies Inc.

Technology
17.8K
+ 34.8%
$130.68 - $186.97 $2.33M - $3.34M
69.1K $12.6M
APH
Amphenol Corp

Technology
25.8K
+ 27.68%
$97.39 - $125.4 $2.51M - $3.23M
119K $14.7M
IAU
Ishares Gold Trust

ETFs
47.9K
+ 27.06%
$61.62 - $72.77 $2.95M - $3.49M
225K $16.4M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
99.1K
+ 217.14%
$47.96 - $50.54 $4.75M - $5.01M
145K $7.31M
IWD
Ishares Russell 1000 Val ETF

ETFs
23.2K
+ 161.19%
$192.76 - $203.86 $4.48M - $4.74M
37.7K $7.67M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
116K
+ 516.2%
$38.58 - $40.06 $4.46M - $4.63M
138K $5.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.3K
+ 7.69%
$87.29 - $93.61 $2.64M - $2.84M
424K $39.6M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
80.1K
+ 173.56%
$46.61 - $49.24 $3.74M - $3.95M
126K $6.22M
NEM
Newmont Corp

Basic Materials
42.2K
+ 460.75%
$57.35 - $85.25 $2.42M - $3.6M
51.4K $4.33M
SPSB
Spdr Portfolio Short Term Corp

ETFs
124K
+ 29.35%
$30.02 - $30.29 $3.71M - $3.74M
545K $16.5M
APP
App Lovin Corp

Technology
174
+ 1.77%
$335.1 - $718.54 $58.3K - $125K
10K $7.19M
GE
General Electric CO

Industrials
8.68K
+ 35.06%
$244.75 - $305.63 $2.13M - $2.65M
33.5K $10.1M
IGM
Ishares Expanded Tech Sector E

ETFs
27.9K
+ 252.73%
$110.96 - $127.67 $3.1M - $3.57M
39K $4.91M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.25K
+ 1.5%
$49.43 - $54.52 $457K - $504K
625K $33.9M
CVX
Chevron Corp

Energy
4.21K
+ 1.89%
$145.57 - $161.83 $613K - $681K
227K $35.2M
UBER
Uber Technologies, Inc

Technology
26.7K
+ 18.69%
$86.91 - $99.57 $2.32M - $2.66M
170K $16.6M
UNH
Unitedhealth Group Inc

Healthcare
4.11K
+ 7.41%
$237.77 - $353.61 $976K - $1.45M
59.5K $20.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
139K
+ 50.74%
$22.64 - $23.22 $3.14M - $3.22M
412K $9.51M
HII
Huntington Ingalls Industries, Inc.

Industrials
9.91K
+ 125.6%
$246.31 - $287.91 $2.44M - $2.85M
17.8K $5.12M
FAST
Fastenal CO

Industrials
45.5K
+ 33.92%
$42.47 - $50.39 $1.93M - $2.29M
180K $8.81M
BSX
Boston Scientific Corp

Healthcare
35.8K
+ 85.85%
$97.03 - $108.14 $3.47M - $3.87M
77.5K $7.56M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
105K
+ 647.49%
$26.52 - $27.64 $2.8M - $2.91M
122K $3.36M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.57K
+ 6.01%
$236.25 - $257.69 $1.32M - $1.44M
98.3K $25.2M
SNPS
Synopsys Inc

Technology
6K
+ 52.88%
$387.78 - $645.35 $2.33M - $3.87M
17.4K $8.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24K
+ 3.82%
$28.92 - $32.19 $694K - $772K
652K $20.8M
BK
Bank Of New York Mellon Corp

Financial Services
7.31K
+ 7.9%
$90.65 - $109.75 $663K - $802K
99.9K $10.9M
CGDV
Capital Group Divid Value ETF

ETFs
54.6K
+ 107.43%
$39.59 - $42.21 $2.16M - $2.3M
105K $4.43M
CDNS
Cadence Design Systems Inc

Technology
4.98K
+ 34.8%
$309.46 - $373.37 $1.54M - $1.86M
19.3K $6.77M
Activity Summary
Buys All Purchases 989 New Holdings 194 Increased Positions 795 Sells All Sells 1011 Reductions 1011 Sold out 0 Options Calls 0 Puts 0
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