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Atria Wealth Solutions

Latest statistics and disclosures from Atria Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, QQQ, AAPL, MSFT, and represent 9.90% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: FDVV (+$8.9M), THRO (+$7.3M), IUSV (+$6.3M), IAGG (+$6.2M), VTIP, BAI, NEAR, MAGS, LGH, AUSF.
Started 119 new stock positions in TD, NVT, LULU, CSWC, VFLO, BLBD, DLTR, STK, KNGZ, PFFA.
Reduced shares in these 10 stocks: IVV (-$144M), NVDA (-$132M), AAPL (-$112M), MSFT (-$91M), VUG (-$81M), SPY (-$80M), VEA (-$75M), QQQ (-$72M), AMZN (-$70M), VTV (-$62M).
Sold out of its positions in HYFI, BTAL, OUSM, IAF, FCO, SGOL, AEG, EDGU, EDGI, EDGH.
Atria Wealth Solutions was a net seller of stock by $-4.5B.
Atria Wealth Solutions has $4.4B in assets under management (AUM), dropping by -46.72%.
Central Index Key (CIK): 0001927543

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1461 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Atria Wealth Solutions has 1461 total positions. Only the first 250 positions are shown.

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Download the Atria Wealth Solutions June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.8	$122M	-54%	196k	623.60	View chart
NVIDIA Corporation (NVDA)	2.0	$87M	-60%	550k	158.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$85M	-46%	153k	553.59	View chart
Apple (AAPL)	1.7	$74M	-60%	353k	210.48	View chart
Microsoft Corporation (MSFT)	1.6	$70M	-56%	140k	498.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$59M	-57%	95k	621.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$58M	-37%	316k	183.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$54M	-49%	94k	572.60	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$51M	-47%	1.1M	46.08	View chart
Amazon (AMZN)	1.1	$50M	-58%	223k	221.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$38M	-34%	124k	306.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$37M	-53%	333k	110.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$36M	-49%	172k	206.74	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$35M	-16%	878k	40.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$33M	-43%	68k	485.40	View chart
Meta Platforms Cl A (META)	0.7	$32M	-58%	44k	730.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$32M	-52%	434k	73.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$29M	-72%	509k	57.18	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.7	$29M	-43%	580k	50.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$29M	-62%	508k	56.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$28M	-74%	64k	440.97	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$27M	-24%	432k	63.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$26M	-46%	131k	196.60	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$25M	-10%	337k	72.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$24M	-56%	435k	55.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$24M	-52%	134k	177.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$24M	+23%	474k	50.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$24M	-62%	301k	78.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$23M	-33%	365k	63.51	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$23M	-25%	568k	40.82	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$23M	-3%	381k	60.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$23M	-52%	421k	54.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$23M	-73%	126k	178.81	View chart
Tesla Motors (TSLA)	0.5	$22M	-55%	70k	316.10	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$21M	-50%	233k	91.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$21M	-21%	32k	666.49	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$20M	-25%	209k	95.54	View chart
JPMorgan Chase & Co. (JPM)	0.4	$20M	-54%	68k	292.58	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$19M	-21%	176k	109.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$19M	-49%	76k	254.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$19M	-21%	293k	65.04	View chart
Broadcom (AVGO)	0.4	$19M	-53%	69k	275.42	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$19M	-34%	203k	93.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$19M	-58%	61k	305.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$18M	-33%	184k	98.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$18M	-45%	333k	54.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$18M	+54%	186k	96.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$18M	-42%	213k	83.56	View chart
Visa Com Cl A (V)	0.4	$18M	-48%	49k	356.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$17M	-58%	155k	112.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$17M	-63%	128k	135.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$17M	-50%	536k	31.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$17M	-60%	264k	63.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$17M	-36%	331k	50.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$16M	-31%	58k	281.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$16M	-62%	89k	179.12	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$16M	-3%	71k	220.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$15M	-51%	199k	77.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$15M	-46%	62k	240.69	View chart
Wal-Mart Stores (WMT)	0.3	$15M	-43%	153k	97.91	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.3	$15M	-6%	513k	29.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$15M	-59%	557k	26.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$15M	-4%	65k	227.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$15M	-13%	66k	221.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$14M	-55%	199k	72.09	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$14M	-4%	332k	43.22	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$14M	+14%	663k	21.42	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$14M	-13%	106k	133.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$14M	-49%	266k	50.90	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$14M	+15%	379k	35.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$14M	-22%	48k	281.74	View chart
Palantir Technologies Cl A (PLTR)	0.3	$13M	-55%	99k	135.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$13M	-38%	54k	240.06	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$13M	-53%	124k	104.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$13M	-51%	441k	29.31	View chart
Exxon Mobil Corporation (XOM)	0.3	$13M	-48%	117k	109.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$13M	-34%	237k	52.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$13M	-56%	200k	62.44	View chart
Johnson & Johnson (JNJ)	0.3	$12M	-48%	81k	153.89	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$12M	-36%	271k	45.30	View chart
International Business Machines (IBM)	0.3	$12M	-41%	42k	292.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$12M	-50%	173k	69.29	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$12M	+309%	226k	52.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$12M	-35%	38k	305.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$12M	-53%	67k	174.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$12M	-41%	51k	227.99	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$11M	-31%	95k	118.66	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$11M	-27%	25k	442.67	View chart
Chevron Corporation (CVX)	0.2	$11M	-46%	75k	145.24	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$11M	-2%	117k	92.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$11M	-79%	217k	49.45	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$11M	-19%	289k	37.09	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$11M	-44%	210k	50.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$11M	-55%	117k	89.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$10M	-47%	102k	101.45	View chart
Costco Wholesale Corporation (COST)	0.2	$10M	-76%	11k	988.50	View chart
Abbvie (ABBV)	0.2	$10M	-60%	55k	187.46	View chart
Netflix (NFLX)	0.2	$10M	-58%	7.7k	1324.77	View chart
Eli Lilly & Co. (LLY)	0.2	$10M	-66%	13k	779.75	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$10M	-51%	50k	200.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$9.9M	-30%	121k	82.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$9.9M	-40%	109k	91.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$9.9M	-66%	88k	111.96	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$9.8M		91k	108.18	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$9.8M	-33%	355k	27.61	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$9.2M	+208%	181k	51.09	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$9.2M	+26%	25k	364.62	View chart
Vanguard World Utilities Etf (VPU)	0.2	$9.1M	-35%	51k	176.63	View chart
Ge Aerospace Com New (GE)	0.2	$9.1M	-21%	36k	253.57	View chart
Vanguard World Financials Etf (VFH)	0.2	$9.1M	-24%	71k	128.02	View chart
Vanguard World Industrial Etf (VIS)	0.2	$9.0M	-20%	32k	281.75	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$8.9M	+459%	251k	35.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$8.9M	-17%	79k	112.48	View chart
Procter & Gamble Company (PG)	0.2	$8.9M	-58%	56k	159.97	View chart
Home Depot (HD)	0.2	$8.9M	-60%	24k	369.32	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$8.8M	-27%	24k	368.33	View chart
Medtronic SHS (MDT)	0.2	$8.7M	-12%	99k	87.88	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$8.6M	-14%	243k	35.41	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.2	$8.6M	-2%	241k	35.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.5M	-78%	171k	49.92	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$8.5M	+11%	56k	151.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$8.4M	-24%	88k	95.73	View chart
Verizon Communications (VZ)	0.2	$8.4M	-47%	194k	43.45	View chart
Coca-Cola Company (KO)	0.2	$8.3M	-52%	117k	71.28	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$8.2M	-11%	156k	52.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$8.2M	-87%	94k	87.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$8.2M	-45%	83k	98.70	View chart
Philip Morris International (PM)	0.2	$8.0M	-38%	44k	181.05	View chart
American Express Company (AXP)	0.2	$8.0M	-36%	25k	320.82	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$8.0M	-4%	317k	25.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$8.0M	-66%	85k	94.11	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$7.9M	+31%	290k	27.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$7.9M	-17%	132k	59.99	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.2	$7.8M	-30%	165k	47.53	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$7.7M	-16%	108k	71.38	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$7.6M	-48%	93k	81.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$7.6M	-74%	144k	52.65	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$7.5M	-23%	44k	170.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$7.5M	-54%	15k	512.20	View chart
Capital Group Conservative E SHS (CGCV)	0.2	$7.3M	+7%	256k	28.71	View chart
McDonald's Corporation (MCD)	0.2	$7.3M	-53%	25k	292.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$7.1M	-12%	25k	287.90	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$7.0M	-24%	86k	81.41	View chart
Lockheed Martin Corporation (LMT)	0.2	$7.0M	-53%	15k	462.94	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$6.9M	-4%	286k	24.25	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$6.9M	-18%	161k	43.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.9M	-30%	77k	89.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.8M	-15%	34k	201.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$6.7M	-54%	100k	67.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.7M	-63%	50k	135.69	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$6.7M	-14%	52k	130.61	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$6.7M	-4%	45k	148.81	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.2	$6.7M	-21%	78k	86.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.6M	-49%	82k	80.55	View chart
Walt Disney Company (DIS)	0.1	$6.6M	-60%	54k	124.00	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$6.6M	-16%	252k	26.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$6.6M	-31%	12k	568.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$6.6M		17k	399.48	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$6.6M	+72%	119k	55.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$6.6M	-17%	293k	22.46	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$6.6M	-57%	163k	40.20	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$6.5M	-49%	68k	95.62	View chart
Advanced Micro Devices (AMD)	0.1	$6.5M	-60%	47k	138.45	View chart
Blackrock (BLK)	0.1	$6.4M	-37%	6.1k	1050.13	View chart
Vanguard World Health Car Etf (VHT)	0.1	$6.4M	-44%	26k	249.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$6.3M	-44%	129k	49.30	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$6.3M	-75%	109k	58.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$6.2M	+28%	86k	72.87	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$6.2M	-71%	134k	46.28	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$6.2M		125k	49.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$6.1M	-6%	22k	284.80	View chart
Servicenow (NOW)	0.1	$6.1M	-36%	6.0k	1029.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$6.1M	-69%	121k	50.64	View chart
At&t (T)	0.1	$6.1M	-60%	214k	28.58	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$6.1M	-13%	138k	44.08	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$6.0M	-56%	115k	52.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$6.0M	-57%	55k	109.39	View chart
Paccar (PCAR)	0.1	$6.0M		63k	95.06	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$6.0M	-15%	184k	32.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.9M	-77%	11k	565.10	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$5.9M	+49%	173k	34.41	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$5.9M	+33%	230k	25.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.9M	+28%	258k	22.80	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$5.9M	-46%	59k	100.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.9M	-62%	59k	100.33	View chart
Caterpillar (CAT)	0.1	$5.8M	-45%	15k	393.54	View chart
RBB Motley Fol Etf (TMFC)	0.1	$5.8M	+40%	89k	64.51	View chart
Progressive Corporation (PGR)	0.1	$5.7M	+18%	22k	265.33	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.7M	-29%	178k	32.08	View chart
Cisco Systems (CSCO)	0.1	$5.7M	-57%	82k	69.38	View chart
salesforce (CRM)	0.1	$5.7M	-60%	21k	272.89	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$5.7M	-72%	20k	283.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$5.6M	-10%	288k	19.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.5M	-50%	71k	77.77	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$5.5M	-45%	168k	32.99	View chart
Merck & Co (MRK)	0.1	$5.5M	-46%	69k	80.06	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$5.5M	-3%	234k	23.34	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.5M	-7%	50k	109.43	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$5.4M	+33%	87k	62.42	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.1	$5.4M	-2%	163k	33.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$5.4M	-62%	126k	42.98	View chart
Pepsi (PEP)	0.1	$5.4M	-44%	40k	133.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.3M	-20%	221k	23.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$5.3M	-53%	140k	37.59	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$5.3M	-48%	38k	138.20	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$5.2M	-4%	56k	94.00	View chart
Altria (MO)	0.1	$5.2M	-45%	88k	59.65	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$5.1M	-25%	192k	26.72	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.1	$5.1M	-4%	159k	32.01	View chart
General Dynamics Corporation (GD)	0.1	$5.1M	-38%	17k	292.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.0M	-84%	12k	425.13	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$5.0M	-53%	42k	119.13	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.0M	-37%	75k	65.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$4.9M	-14%	239k	20.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$4.9M	-8%	251k	19.65	View chart
Pfizer (PFE)	0.1	$4.8M	-66%	196k	24.66	View chart
Bank of America Corporation (BAC)	0.1	$4.8M	-62%	101k	47.87	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.8M	-20%	91k	53.19	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$4.8M	-13%	143k	33.50	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$4.8M	-72%	69k	69.37	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$4.7M	+21%	63k	75.35	View chart
Applied Materials (AMAT)	0.1	$4.7M	-34%	26k	184.75	View chart
Abbott Laboratories (ABT)	0.1	$4.7M	-48%	35k	135.77	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.7M	-23%	46k	101.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.6M	-16%	200k	23.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.6M		28k	166.96	View chart
Constellation Energy (CEG)	0.1	$4.6M	+49%	15k	315.39	View chart
Goldman Sachs (GS)	0.1	$4.6M	-54%	6.5k	711.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.6M	-77%	34k	134.84	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.6M	-24%	78k	59.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.5M	-36%	57k	79.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$4.5M		118k	37.78	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.4M	-42%	45k	97.73	View chart
UnitedHealth (UNH)	0.1	$4.4M	-56%	14k	311.12	View chart
Oracle Corporation (ORCL)	0.1	$4.4M	-73%	19k	226.85	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$4.4M	-56%	49k	88.60	View chart
Coinbase Global Com Cl A (COIN)	0.1	$4.4M	-18%	12k	354.51	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$4.4M	-17%	109k	39.93	View chart
HEICO Corporation (HEI)	0.1	$4.3M	-5%	13k	325.34	View chart
Cadence Design Systems (CDNS)	0.1	$4.3M	-48%	14k	308.18	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$4.3M	-58%	50k	85.56	View chart
Trane Technologies SHS (TT)	0.1	$4.3M	-24%	9.8k	437.45	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$4.3M	+52%	134k	31.99	View chart
Enbridge (ENB)	0.1	$4.3M	-19%	94k	45.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.2M	-60%	36k	117.77	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$4.2M	-33%	52k	80.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$4.2M	-68%	58k	71.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.1M	-36%	84k	48.96	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$4.1M	-6%	179k	22.93	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.1M	-64%	28k	145.85	View chart

Past Filings by Atria Wealth Solutions

SEC 13F filings are viewable for Atria Wealth Solutions going back to 2022

Atria Wealth Solutions 2025 Q2 filed July 25, 2025
Atria Wealth Solutions 2025 Q1 filed May 9, 2025
Atria Wealth Solutions 2024 Q4 filed Jan. 31, 2025
Atria Wealth Solutions 2024 Q3 filed Nov. 8, 2024
Atria Wealth Solutions 2024 Q2 filed July 22, 2024
Atria Wealth Solutions 2024 Q1 filed May 13, 2024
Atria Wealth Solutions 2023 Q4 filed Feb. 2, 2024
Atria Wealth Solutions 2023 Q3 filed Nov. 8, 2023
Atria Wealth Solutions 2022 Q4 restated filed Aug. 30, 2023
Atria Wealth Solutions 2023 Q1 restated filed Aug. 23, 2023
Atria Wealth Solutions 2023 Q2 filed Aug. 3, 2023
Atria Wealth Solutions 2023 Q1 restated filed June 14, 2023
Atria Wealth Solutions 2023 Q1 filed May 10, 2023
Atria Wealth Solutions 2022 Q3 restated filed Feb. 13, 2023
Atria Wealth Solutions 2022 Q4 filed Feb. 13, 2023
Atria Wealth Solutions 2022 Q3 filed Nov. 14, 2022

View all past filings

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