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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, AAPL, MSFT, QQQ, and represent 12.60% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$27M), EFV (+$21M), IUSB (+$15M), SPHQ (+$13M), MGV (+$10M), QQQM (+$9.8M), IEF (+$8.7M), CTAS (+$6.9M), FTGS (+$6.6M), IWX (+$6.4M).
Started 149 new stock positions in IJUL, YDEC, Innovator Etfs Trust, NDAQ, DFIC, FOUR, IWC, USFD, NUSC, IXP.
Reduced shares in these 10 stocks: NVDA (-$42M), SPY (-$33M), AAPL (-$32M), MSFT (-$17M), VUG (-$13M), VTV (-$13M), SPYG (-$12M), IVW (-$11M), AMZN (-$10M), VOO (-$10M).
Sold out of its positions in AES, APG, FAX, IAF, ACP, AKAM, ALNT, BDRY, TEAM, AVY.
Atria Wealth Solutions was a net seller of stock by $-278M.
Atria Wealth Solutions has $9.2B in assets under management (AUM), dropping by 1.82%.
Central Index Key (CIK): 0001927543

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1895 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Atria Wealth Solutions has 1895 total positions. Only the first 250 positions are shown.

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Download the Atria Wealth Solutions September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.0	$273M	-2%	473k	576.82	View chart
NVIDIA Corporation (NVDA)	2.9	$272M	-13%	2.2M	121.45	View chart
Apple (AAPL)	2.9	$267M	-10%	1.1M	233.00	View chart
Microsoft Corporation (MSFT)	2.1	$194M	-7%	450k	430.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$158M	-5%	323k	488.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$143M	-18%	249k	575.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$127M	-7%	241k	529.08	View chart
Amazon (AMZN)	1.3	$124M	-7%	665k	186.33	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$108M	+15%	2.3M	47.12	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$105M	-10%	274k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$102M		1.9M	52.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$97M	-11%	554k	174.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$89M		495k	179.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$76M	-6%	382k	198.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$71M		155k	460.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$70M	-13%	734k	95.75	View chart
Meta Platforms Cl A (META)	0.7	$68M	-4%	120k	572.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$68M		1.1M	59.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$63M	+15%	646k	98.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$62M	+5%	533k	116.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$61M	-12%	369k	165.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$58M	+4%	773k	75.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$56M	+3%	575k	98.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$55M		696k	78.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$55M		192k	284.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$52M	+8%	516k	101.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$52M		1.0M	50.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$50M		864k	57.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$49M	-6%	295k	167.19	View chart
Costco Wholesale Corporation (COST)	0.5	$49M	-3%	55k	886.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$48M	+9%	195k	243.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$47M		369k	128.20	View chart
Tesla Motors (TSLA)	0.5	$46M	-9%	174k	261.63	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$44M	+7%	883k	49.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$42M		667k	62.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$40M	-2%	369k	107.65	View chart
Trust For Professional Man Activepassive Us (APUE)	0.4	$39M	-5%	1.1M	35.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$39M	+8%	1.3M	29.89	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$39M	-11%	424k	91.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$39M	-10%	171k	225.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$38M		194k	197.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$38M		453k	84.53	View chart
Eli Lilly & Co. (LLY)	0.4	$38M		43k	885.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$37M	+128%	647k	57.53	View chart
JPMorgan Chase & Co. (JPM)	0.4	$37M	-3%	175k	210.86	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$37M		617k	59.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$36M	-7%	759k	47.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$35M	+9%	147k	237.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$33M	-13%	424k	78.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$33M	+11%	895k	36.59	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$31M	+17%	265k	117.62	View chart
Abbvie (ABBV)	0.3	$31M		156k	197.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$30M		315k	95.49	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$30M	+2%	312k	95.81	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$30M		1.5M	20.27	View chart
Broadcom (AVGO)	0.3	$30M	+870%	171k	172.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$30M	-3%	251k	117.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$29M		315k	91.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$29M	-5%	252k	112.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$29M	+4%	455k	62.69	View chart
Visa Com Cl A (V)	0.3	$28M	-8%	104k	274.96	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$28M	+12%	262k	108.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$28M		181k	154.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$28M	+93%	410k	67.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$28M	+11%	352k	78.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$28M	-6%	47k	586.76	View chart
Mastercard Incorporated Cl A (MA)	0.3	$27M	-3%	56k	493.80	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$27M		298k	90.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$27M		272k	97.55	View chart
Procter & Gamble Company (PG)	0.3	$26M		152k	173.20	View chart
Home Depot (HD)	0.3	$26M	-11%	65k	405.19	View chart
Johnson & Johnson (JNJ)	0.3	$26M	+2%	160k	162.06	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$26M	+31%	739k	34.79	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$26M		356k	71.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$25M	-7%	497k	50.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$25M	-8%	374k	67.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$25M	+5%	67k	375.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$25M	-8%	238k	104.18	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$25M	-32%	297k	82.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$24M		92k	263.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$24M	-2%	159k	151.62	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$24M		1.1M	22.40	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$24M	-2%	517k	45.49	View chart
Advanced Micro Devices (AMD)	0.3	$23M	-6%	141k	164.08	View chart
Chevron Corporation (CVX)	0.3	$23M	-7%	157k	147.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$23M	+19%	422k	54.93	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$23M	-4%	88k	260.07	View chart
Wal-Mart Stores (WMT)	0.2	$23M		281k	80.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$23M		102k	220.89	View chart
UnitedHealth (UNH)	0.2	$22M	-8%	38k	584.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$22M	-5%	38k	584.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$22M	+2%	174k	125.62	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$21M	+15%	282k	75.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$21M		446k	47.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$21M	+11%	463k	45.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$20M	-3%	83k	245.45	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$20M	+39%	331k	61.11	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$20M	+11%	647k	30.36	View chart
Verizon Communications (VZ)	0.2	$20M	-12%	435k	44.91	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$19M	+9%	630k	30.74	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$19M	-3%	415k	46.52	View chart
Pepsi (PEP)	0.2	$19M	-29%	112k	170.05	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$19M	-13%	352k	53.77	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$19M	+13%	370k	51.04	View chart
Vanguard World Health Car Etf (VHT)	0.2	$19M	-3%	66k	282.78	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$19M	-14%	369k	50.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$19M		372k	49.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$18M	-4%	229k	80.30	View chart
Coca-Cola Company (KO)	0.2	$18M	+4%	254k	72.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$18M		281k	64.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$18M	-2%	96k	189.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$18M	+119%	90k	200.85	View chart
Netflix (NFLX)	0.2	$18M	-4%	25k	709.27	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$18M		81k	219.74	View chart
Merck & Co (MRK)	0.2	$17M	-13%	149k	114.27	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$17M	-14%	324k	52.55	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$17M	+23%	282k	60.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$17M	-3%	330k	51.12	View chart
Pfizer (PFE)	0.2	$17M	+4%	577k	28.94	View chart
International Business Machines (IBM)	0.2	$17M	-9%	75k	221.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$16M	+2%	137k	119.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$16M	-7%	169k	96.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$16M		29k	571.31	View chart
Vanguard World Utilities Etf (VPU)	0.2	$16M	-9%	93k	174.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$16M	-2%	191k	83.63	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$16M	+50%	178k	89.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$16M	+11%	90k	174.50	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$15M	-28%	153k	100.72	View chart
McDonald's Corporation (MCD)	0.2	$15M	-14%	49k	304.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$15M	-5%	84k	179.16	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$15M	-30%	259k	57.41	View chart
Walt Disney Company (DIS)	0.2	$15M	-9%	152k	96.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$15M	+2%	145k	100.69	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$14M	-7%	102k	142.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$14M	-8%	163k	87.80	View chart
Amgen (AMGN)	0.2	$14M	-2%	44k	322.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$14M	+43%	145k	98.07	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$14M	+37%	148k	96.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$14M	+14%	175k	80.78	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$14M	-8%	33k	424.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$14M	+4%	221k	63.00	View chart
Astrana Health Com New (ASTH)	0.1	$14M		237k	57.94	View chart
Caterpillar (CAT)	0.1	$14M	-7%	35k	391.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$14M	-15%	131k	104.67	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$14M	+43%	255k	53.53	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$14M	+8%	132k	102.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$14M		274k	49.31	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$14M	+9%	298k	45.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$13M		286k	46.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$13M		58k	230.60	View chart
Vanguard World Financials Etf (VFH)	0.1	$13M	-6%	120k	110.46	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$13M		251k	52.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$13M	+18%	158k	83.75	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$13M		261k	50.60	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$13M		319k	41.19	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$13M	+396%	102k	128.28	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$13M	-4%	38k	341.15	View chart
Oracle Corporation (ORCL)	0.1	$13M	-3%	76k	170.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$13M	+28%	180k	71.73	View chart
Bank of America Corporation (BAC)	0.1	$13M	-5%	325k	39.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$13M		187k	68.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$13M	+32%	250k	50.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$13M	-2%	73k	174.18	View chart
Adobe Systems Incorporated (ADBE)	0.1	$13M	-24%	24k	517.78	View chart
Qualcomm (QCOM)	0.1	$12M	-24%	73k	170.06	View chart
Raytheon Technologies Corp (RTX)	0.1	$12M	-3%	102k	121.15	View chart
salesforce (CRM)	0.1	$12M	-13%	45k	274.07	View chart
Vanguard World Industrial Etf (VIS)	0.1	$12M	-5%	47k	260.82	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$12M	+19%	412k	29.07	View chart
Uber Technologies (UBER)	0.1	$12M	-6%	157k	75.16	View chart
At&t (T)	0.1	$12M	-16%	528k	22.00	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$12M	+79%	417k	27.84	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$12M	+2%	408k	28.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$12M	-5%	196k	59.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$12M	+88%	279k	41.49	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$11M	-6%	78k	145.92	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$11M	+14%	327k	34.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$11M	-4%	134k	83.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$11M		35k	314.40	View chart
American Express Company (AXP)	0.1	$11M	-7%	40k	271.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$11M		514k	21.12	View chart
Vanguard World Materials Etf (VAW)	0.1	$11M	-5%	51k	212.31	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$11M	-10%	212k	51.05	View chart
Nextera Energy (NEE)	0.1	$11M		128k	84.53	View chart
Automatic Data Processing (ADP)	0.1	$11M	+68%	39k	277.95	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$11M	+21%	197k	54.81	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$11M	+16%	130k	83.00	View chart
Realty Income (O)	0.1	$11M		169k	63.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$11M	-23%	212k	50.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$11M		317k	33.23	View chart
Duke Energy Corp Com New (DUK)	0.1	$10M	-2%	90k	115.30	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$10M	+3%	224k	46.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$10M		141k	72.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$10M	-3%	32k	321.95	View chart
Waste Management (WM)	0.1	$10M	-3%	49k	207.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$10M	+5%	253k	39.82	View chart
Starbucks Corporation (SBUX)	0.1	$10M	-15%	102k	97.48	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$9.9M	-13%	136k	73.33	View chart
Philip Morris International (PM)	0.1	$9.8M	-7%	80k	122.39	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$9.7M	-3%	106k	91.93	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$9.6M	+3%	381k	25.21	View chart
Cadence Design Systems (CDNS)	0.1	$9.6M	-12%	35k	271.03	View chart
Monolithic Power Systems (MPWR)	0.1	$9.6M	-34%	10k	925.75	View chart
Southern Company (SO)	0.1	$9.6M	+2%	106k	90.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$9.4M	+9%	67k	139.49	View chart
Applied Materials (AMAT)	0.1	$9.4M	-2%	46k	202.05	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$9.3M	-2%	225k	41.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$9.1M	-7%	74k	123.62	View chart
Altria (MO)	0.1	$9.1M	-2%	176k	51.77	View chart
Boeing Company (BA)	0.1	$9.1M	-12%	60k	152.04	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$8.9M	-4%	113k	78.81	View chart
Servicenow (NOW)	0.1	$8.9M	-17%	9.9k	894.39	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.9M		14k	618.88	View chart
Lowe's Companies (LOW)	0.1	$8.9M	-3%	33k	270.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.8M	-7%	236k	37.20	View chart
Bristol Myers Squibb (BMY)	0.1	$8.8M		169k	51.74	View chart
Cisco Systems (CSCO)	0.1	$8.7M	-12%	164k	53.22	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$8.7M	+14%	347k	25.10	View chart
Palo Alto Networks (PANW)	0.1	$8.7M	-14%	25k	341.80	View chart
Union Pacific Corporation (UNP)	0.1	$8.6M	+2%	35k	246.55	View chart
Abbott Laboratories (ABT)	0.1	$8.6M		75k	114.00	View chart
Medtronic SHS (MDT)	0.1	$8.5M	-2%	94k	90.65	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$8.5M	+8%	178k	47.87	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$8.5M		161k	52.66	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$8.4M	+123%	24k	345.81	View chart
Citigroup Com New (C)	0.1	$8.4M		134k	62.60	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$8.4M		412k	20.38	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$8.4M	+8%	407k	20.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.4M	-4%	106k	79.42	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$8.4M	-6%	77k	108.79	View chart
Vanguard World Energy Etf (VDE)	0.1	$8.3M	-35%	68k	123.31	View chart
Ge Aerospace Com New (GE)	0.1	$8.3M	-5%	44k	188.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$8.3M	-21%	29k	280.47	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$8.2M	-11%	131k	62.74	View chart
Northrop Grumman Corporation (NOC)	0.1	$8.2M		16k	528.04	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$8.1M	-18%	187k	43.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.0M	+31%	30k	264.01	View chart
Keurig Dr Pepper (KDP)	0.1	$8.0M	+163%	212k	37.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$8.0M	+5%	442k	18.04	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$7.9M	+20%	189k	42.02	View chart
Goldman Sachs (GS)	0.1	$7.9M	+6%	16k	495.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$7.9M	-44%	95k	83.21	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$7.8M	-16%	158k	49.78	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.1	$7.8M	+552%	251k	31.22	View chart
Kimberly-Clark Corporation (KMB)	0.1	$7.8M		55k	143.41	View chart
Vanguard World Extended Dur (EDV)	0.1	$7.8M	+17%	98k	79.68	View chart
Kkr & Co (KKR)	0.1	$7.8M	-43%	60k	130.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$7.7M	-43%	38k	200.78	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$7.7M		61k	126.18	View chart
Cintas Corporation (CTAS)	0.1	$7.7M	+817%	37k	205.88	View chart

Past Filings by Atria Wealth Solutions

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

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
Atria Wealth Solutions 2022 Q2 filed Aug. 15, 2022
Atria Wealth Solutions 2022 Q1 filed May 16, 2022

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