Atria Investments LLC Incresed Positions in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
576
+ 1.93%
$57.85 - $63.11 $33.3K - $36.4K
30.5K $1.77M
UNF
Unifirst Corp

Industrials
488
+ 7.07%
$171.0 - $206.22 $83.4K - $101K
7.39K $1.26M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.03K
+ 3.98%
$28.76 - $32.28 $58.4K - $65.5K
53K $1.54M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
892
+ 5.63%
$36.2 - $46.69 $32.3K - $41.6K
16.7K $606K
AEP
American Electric Power CO Inc

Utilities
7.24K
+ 9.64%
$90.91 - $102.21 $658K - $740K
82.4K $7.6M
WING
Wingstop Inc.

Consumer Cyclical
31
+ 3.29%
$281.09 - $422.95 $8.71K - $13.1K
973 $276K
PHG
Koninklijke Philips Nv

Healthcare
741
+ 4.06%
$24.71 - $32.66 $18.3K - $24.2K
19K $481K
LYG
Lloyds Banking Group PLC

Financial Services
574
+ 0.19%
$2.67 - $3.23 $1.53K - $1.85K
307K $836K
ELAN
Elanco Animal Health Inc

Healthcare
2.17K
+ 3.83%
$11.63 - $14.67 $25.2K - $31.8K
58.8K $711K
YUM
Yum Brands Inc

Consumer Cyclical
92
+ 0.37%
$130.36 - $139.54 $12K - $12.8K
24.9K $3.35M
LUMN
Lumen Technologies, Inc.

Communication Services
17.3K
+ 13.28%
$5.31 - $10.12 $92K - $175K
148K $784K
CB
Chubb LTD

Financial Services
1.54K
+ 3.24%
$271.57 - $301.89 $419K - $466K
49.3K $13.6M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.89K
+ 2.19%
$36.95 - $39.5 $69.9K - $74.7K
88.5K $3.27M
ADI
Analog Devices Inc

Technology
3.28K
+ 6.77%
$206.35 - $236.48 $677K - $776K
51.7K $11M
UL
Unilever PLC

Consumer Defensive
4.4K
+ 8.69%
$56.7 - $64.64 $249K - $284K
55K $3.12M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.05K
+ 7.47%
$165.45 - $196.93 $174K - $207K
15.1K $2.51M
GIS
General Mills Inc

Consumer Defensive
2.7K
+ 6.69%
$62.78 - $74.62 $169K - $201K
43K $2.74M
FCN
Fti Consulting, Inc

Industrials
858
+ 7.72%
$190.39 - $231.2 $163K - $198K
12K $2.29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.6K
+ 7.08%
$58.88 - $64.8 $622K - $685K
160K $9.42M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.4K
+ 5.98%
$34.21 - $38.73 $185K - $209K
95.6K $3.27M
CEG
Constellation Energy Corp

Utilities
589
+ 5.1%
$224.28 - $285.52 $132K - $168K
12.1K $2.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
327K
+ 265.67%
$25.93 - $105.3 $8.47M - $34.4M
450K $12.5M
AES
Aes Corp

Utilities
24.9K
+ 28.72%
$12.44 - $20.24 $309K - $503K
111K $1.43M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
2.21K
+ 0.52%
$21.01 - $22.0 $46.3K - $48.5K
424K $8.95M
VLO
Valero Energy Corp

Energy
1.71K
+ 3.83%
$118.59 - $144.02 $203K - $246K
46.3K $5.68M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.43K
+ 3.47%
$26.63 - $30.23 $198K - $225K
221K $5.9M
PG
Procter & Gamble CO

Consumer Defensive
3.37K
+ 1.9%
$161.05 - $179.7 $543K - $606K
181K $30.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.97K
+ 3.39%
$70.63 - $78.23 $209K - $232K
90.5K $6.43M
TSCO
Tractor Supply CO

Consumer Cyclical
94.9K
+ 407.74%
$52.59 - $303.74 $4.99M - $28.8M
118K $6.27M
AWK
American Water Works Company, Inc.

Utilities
414
+ 1.58%
$123.83 - $146.07 $51.3K - $60.5K
26.6K $3.31M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
50
+ 0.09%
$99.04 - $109.59 $4.95K - $5.48K
54.3K $5.4M
ITB
Ishares Tr

ETFs
2.55K
+ 7.38%
$103.31 - $129.34 $264K - $330K
37.2K $3.84M
VOD
Vodafone Group Public LTD CO

Communication Services
67.1K
+ 8.65%
$8.37 - $9.95 $562K - $668K
842K $7.15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
318K
+ 109.95%
$18.41 - $40.87 $5.85M - $13M
607K $11.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
414
+ 1.19%
$82.28 - $117.52 $34.1K - $48.7K
35.2K $2.98M
MAS
Masco Corp

Industrials
2.18K
+ 2.81%
$72.52 - $85.73 $158K - $187K
80K $5.81M
ICLR
Icon PLC

Healthcare
68
+ 0.71%
$187.22 - $297.57 $12.7K - $20.2K
9.62K $2.02M
ECL
Ecolab Inc.

Basic Materials
172
+ 0.45%
$234.32 - $261.43 $40.3K - $45K
38.4K $8.99M
XLV
Select Sector Spdr Fund Health

ETFs
2.9K
+ 3.91%
$136.28 - $154.74 $395K - $448K
77K $10.6M
MPWR
Monolithic Power Systems Inc

Technology
248
+ 8.36%
$560.06 - $942.58 $139K - $234K
3.22K $1.9M
IEFA
Ishares Tr

ETFs
47.2K
+ 8.57%
$70.06 - $77.43 $3.3M - $3.65M
598K $42M
NOC
Northrop Grumman Corp

Industrials
370
+ 1.85%
$466.52 - $543.88 $173K - $201K
20.4K $9.56M
LMT
Lockheed Martin Corp

Industrials
2.13K
+ 9.95%
$479.66 - $614.62 $1.02M - $1.31M
23.5K $11.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.6K
+ 3.53%
$34.13 - $37.35 $602K - $659K
518K $17.7M
THO
Thor Industries Inc

Consumer Cyclical
1.22K
+ 1.4%
$94.35 - $115.54 $115K - $141K
88.3K $8.45M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.1K
+ 16.24%
$22.63 - $47.53 $229K - $481K
72.4K $1.64M
AMAT
Applied Materials Inc

Technology
1.76K
+ 4.02%
$161.44 - $213.89 $284K - $376K
45.5K $7.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.2K
+ 41.35%
$25.33 - $51.16 $1.14M - $2.31M
154K $3.99M
SCHP
Schwab Strategic Us Tips ETF

ETFs
31.6K
+ 34.18%
$25.74 - $53.78 $813K - $1.7M
124K $3.2M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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