Atria Wealth Solutions

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

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Positions held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1843 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Atria Wealth Solutions has 1843 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.5 $234M 1.4M 164.90
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Ishares Tr Core S&p500 Etf (IVV) 2.4 $165M +2% 402k 411.08
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $151M +7% 2.0M 76.49
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Microsoft Corporation (MSFT) 1.7 $118M -7% 409k 288.30
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Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 1.4 $97M +29% 303k 320.93
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 1.4 $92M +10% 225k 409.39
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Vanguard Index Fds Value Etf (VTV) 1.3 $90M +6% 653k 138.11
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $90M -4% 2.0M 45.17
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $87M -4% 231k 376.07
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Vanguard Index Fds Growth Etf (VUG) 1.2 $82M 328k 249.44
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Ishares Tr Core Total Usd (IUSB) 1.1 $77M +31% 1.7M 46.15
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NVIDIA Corporation (NVDA) 1.1 $74M -3% 268k 277.77
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Amazon (AMZN) 1.1 $73M 705k 103.29
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Vanguard Specialized Funds Div App Etf (VIG) 0.9 $61M -3% 397k 154.01
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $56M +131% 453k 124.07
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $51M 686k 73.83
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $48M 974k 48.92
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $44M +25% 439k 100.58
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Tesla Motors (TSLA) 0.6 $43M +16% 205k 207.46
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $42M -3% 137k 308.77
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First Tr Value Line Divid In SHS (FVD) 0.6 $42M +5% 1.0M 40.16
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $41M -6% 556k 73.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $39M +3% 190k 204.10
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $36M 349k 103.73
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $36M +43% 385k 93.68
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $36M -6% 392k 91.82
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $36M +49% 707k 50.32
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Alphabet Cap Stk Cl C Call Option (GOOG) 0.5 $34M +4% 328k 104.00
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $34M +155% 686k 49.60
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $34M -4% 840k 40.40
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $33M -16% 342k 96.70
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $33M +5% 446k 72.74
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $32M +67% 542k 59.69
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $32M +9% 317k 99.64
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Ishares Tr Mbs Etf (MBB) 0.5 $32M +28% 332k 94.73
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $30M 416k 72.94
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $30M +33% 540k 54.60
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $29M -51% 324k 90.45
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Exxon Mobil Corporation (XOM) 0.4 $29M -10% 266k 109.66
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $29M -20% 275k 105.50
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $28M -7% 114k 250.16
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Select Sector Spdr Tr Technology (XLK) 0.4 $28M +6% 188k 151.01
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $27M -3% 408k 66.85
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Spdr Gold Tr Gold Shs (GLD) 0.4 $27M +32% 148k 183.22
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Chevron Corporation (CVX) 0.4 $26M 159k 163.16
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Meta Platforms Cl A (META) 0.4 $26M +5% 122k 211.94
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Costco Wholesale Corporation (COST) 0.4 $26M -3% 52k 496.87
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.4 $26M +17% 1.1M 23.47
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $26M -6% 378k 67.69
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JPMorgan Chase & Co. (JPM) 0.4 $25M 195k 130.31
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Ishares Core Msci Emkt (IEMG) 0.4 $25M +305% 519k 48.79
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Ishares Tr Core High Dv Etf (HDV) 0.4 $25M -6% 245k 101.66
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $25M 524k 46.95
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $25M 130k 189.56
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $24M 189k 129.46
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Visa Com Cl A (V) 0.4 $24M -2% 108k 225.46
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Belite Bio Sponsored Ads (BLTE) 0.4 $24M 812k 29.90
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Ishares Tr Eafe Value Etf (EFV) 0.4 $24M -19% 493k 48.53
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Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $24M -3% 324k 73.78
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Pepsi (PEP) 0.3 $24M -4% 129k 182.30
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Procter & Gamble Company (PG) 0.3 $23M 156k 148.69
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Merck & Co (MRK) 0.3 $23M -19% 215k 107.11
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $23M -2% 210k 109.61
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $23M -2% 122k 186.29
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $23M +31% 967k 23.38
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Johnson & Johnson (JNJ) 0.3 $23M -7% 146k 155.00
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UnitedHealth (UNH) 0.3 $22M -4% 47k 472.60
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $22M 288k 76.74
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Home Depot (HD) 0.3 $22M 73k 295.12
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Abbvie (ABBV) 0.3 $22M -11% 136k 159.37
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $21M +7% 102k 210.92
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $21M -10% 471k 44.87
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $20M -26% 267k 76.63
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Verizon Communications (VZ) 0.3 $20M +3% 526k 38.89
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Pfizer (PFE) 0.3 $20M -2% 501k 40.80
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Mastercard Incorporated Cl A (MA) 0.3 $20M -3% 55k 363.44
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Ishares Tr Core Div Grwth (DGRO) 0.3 $20M -10% 391k 49.99
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $19M -8% 349k 55.36
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Boeing Company (BA) 0.3 $19M -3% 89k 212.44
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $19M -2% 408k 46.55
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $19M -24% 339k 55.21
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Walt Disney Company (DIS) 0.3 $18M +4% 182k 100.13
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $18M +79% 358k 50.39
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $17M +32% 186k 92.81
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $17M 357k 48.15
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $17M 357k 47.95
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $17M +38% 51k 333.43
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $17M +24% 261k 63.89
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $17M -10% 709k 23.49
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Ishares Tr National Mun Etf (MUB) 0.2 $16M +10% 151k 107.74
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $16M 131k 123.71
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At&t (T) 0.2 $16M 829k 19.25
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $16M 64k 244.33
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $15M +277% 305k 50.59
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $15M 362k 42.21
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Adobe Systems Incorporated (ADBE) 0.2 $15M -2% 39k 385.37
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $15M -14% 142k 106.37
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $15M +24% 294k 50.66
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $15M 98k 152.28
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $15M -24% 124k 117.65
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $15M -23% 304k 47.82
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $14M +108% 108k 132.01
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Lockheed Martin Corporation (LMT) 0.2 $14M +13% 30k 472.73
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Bristol Myers Squibb (BMY) 0.2 $14M +4% 203k 69.31
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Apollo Med Hldgs Com New (AMEH) 0.2 $14M 383k 36.47
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Ishares Gold Tr Ishares New (IAU) 0.2 $14M 369k 37.37
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $14M +50% 167k 82.16
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Select Sector Spdr Tr Energy (XLE) 0.2 $14M -26% 166k 82.83
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Advanced Micro Devices (AMD) 0.2 $14M 140k 98.01
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Ishares Tr 7-10 Yr Trsy Bd Put Option (IEF) 0.2 $14M +244% 138k 98.69
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $14M 150k 90.55
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Ishares Tr Tips Bd Etf (TIP) 0.2 $14M -28% 123k 110.25
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Paycom Software (PAYC) 0.2 $14M -2% 45k 304.01
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McDonald's Corporation (MCD) 0.2 $13M +14% 48k 279.61
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $13M +27% 35k 385.49
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Wal-Mart Stores (WMT) 0.2 $13M +18% 90k 147.87
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $13M +39% 645k 20.59
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $13M +12% 159k 83.04
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Coca-Cola Company (KO) 0.2 $13M -3% 208k 62.49
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $13M +14% 72k 178.39
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $13M +10% 86k 144.62
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $13M +80% 213k 58.54
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Starbucks Corporation (SBUX) 0.2 $12M -5% 119k 104.13
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $12M +2% 76k 158.75
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Qualcomm (QCOM) 0.2 $12M -10% 95k 127.58
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $12M +4% 315k 38.07
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $12M -33% 291k 40.72
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Eli Lilly & Co. (LLY) 0.2 $12M +2% 35k 343.42
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Bank of America Corporation (BAC) 0.2 $12M -2% 412k 28.60
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $12M +19% 255k 46.16
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $12M +14% 102k 113.95
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $12M -5% 151k 76.23
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salesforce (CRM) 0.2 $11M -3% 56k 199.78
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Amgen (AMGN) 0.2 $11M 46k 241.75
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $11M +2% 118k 93.04
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $11M -9% 145k 74.71
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $11M +5% 24k 444.67
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Ishares Tr Core Msci Total (IXUS) 0.2 $11M +9% 173k 61.95
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $11M +49% 199k 53.47
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Cisco Systems (CSCO) 0.2 $11M +2% 203k 52.28
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $11M -19% 70k 151.76
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $10M 146k 71.52
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Enterprise Products Partners (EPD) 0.2 $10M -19% 399k 25.90
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Vanguard World Fds Health Car Etf (VHT) 0.2 $10M -12% 43k 238.47
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Select Sector Spdr Tr Financial (XLF) 0.2 $10M -8% 317k 32.15
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First Tr Morningstar Divid L SHS (FDL) 0.1 $10M +11% 285k 35.50
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Northrop Grumman Corporation (NOC) 0.1 $10M -9% 22k 461.72
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Netflix (NFLX) 0.1 $9.9M +8% 29k 345.48
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Thermo Fisher Scientific (TMO) 0.1 $9.9M -4% 17k 576.52
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Ishares Silver Tr Ishares (SLV) 0.1 $9.7M +15% 437k 22.12
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $9.6M -21% 154k 62.40
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Intel Corporation (INTC) 0.1 $9.6M -10% 292k 32.67
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Broadcom (AVGO) 0.1 $9.5M -4% 15k 641.51
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $9.3M -4% 206k 45.06
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $9.2M -18% 115k 80.22
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Raytheon Technologies Corp (RTX) 0.1 $9.1M 93k 97.93
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.1M -13% 291k 31.22
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Blackstone Group Inc Com Cl A (BX) 0.1 $8.8M -9% 101k 87.84
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Api Group Corp Com Stk (APG) 0.1 $8.8M 391k 22.48
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $8.7M +34% 115k 76.10
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $8.6M +6% 137k 62.90
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $8.6M 119k 72.08
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Caterpillar (CAT) 0.1 $8.5M -5% 37k 228.84
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $8.5M -55% 112k 75.55
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $8.4M -6% 43k 193.52
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $8.4M 18.00 465600.00
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $8.3M -11% 84k 99.23
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International Business Machines (IBM) 0.1 $8.3M +9% 63k 131.10
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Realty Income (O) 0.1 $8.2M -3% 130k 63.57
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Deere & Company (DE) 0.1 $8.2M -5% 20k 414.12
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $8.1M 387k 21.08
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RYU) 0.1 $8.0M -3% 71k 113.40
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $8.0M 171k 46.91
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $7.9M +305% 275k 28.94
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Nextera Energy (NEE) 0.1 $7.8M -9% 102k 77.08
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $7.7M 118k 65.17
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Fortinet (FTNT) 0.1 $7.7M +14% 116k 66.46
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $7.6M 67k 114.54
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $7.5M +25% 266k 28.35
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American Express Company (AXP) 0.1 $7.5M +7% 46k 164.95
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Target Corporation (TGT) 0.1 $7.5M 46k 165.63
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $7.4M +5% 121k 61.47
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $7.4M 82k 91.24
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $7.3M +14% 227k 32.35
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Gilead Sciences (GILD) 0.1 $7.3M -4% 88k 82.97
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Kkr & Co (KKR) 0.1 $7.3M 138k 52.52
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Sypris Solutions (SYPR) 0.1 $7.2M +4% 3.7M 1.97
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $7.2M 51k 140.20
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $7.1M -28% 148k 47.87
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Comcast Corp Cl A (CMCSA) 0.1 $7.1M +7% 187k 37.91
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United Parcel Service CL B (UPS) 0.1 $7.0M 36k 193.99
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $7.0M +2% 15k 458.33
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Vanguard World Mega Grwth Ind (MGK) 0.1 $6.9M +2% 34k 204.53
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Yum! Brands (YUM) 0.1 $6.9M 52k 132.08
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $6.9M +2% 227k 30.43
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.1 $6.8M +10% 168k 40.65
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Oneok (OKE) 0.1 $6.8M -18% 107k 63.54
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Monolithic Power Systems (MPWR) 0.1 $6.8M -18% 14k 501.62
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $6.7M +14% 417k 16.17
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Duke Energy Corp Com New (DUK) 0.1 $6.7M 70k 96.47
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Pimco Dynamic Income SHS (PDI) 0.1 $6.7M -64% 369k 18.23
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Abbott Laboratories (ABT) 0.1 $6.7M -17% 66k 101.26
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $6.6M 430k 15.46
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Ishares Tr Ishares Biotech (IBB) 0.1 $6.6M -10% 51k 129.16
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Ishares Tr Select Divid Etf (DVY) 0.1 $6.6M -3% 56k 117.18
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Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $6.5M +1124% 259k 25.19
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Waste Management (WM) 0.1 $6.5M 40k 163.17
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Union Pacific Corporation (UNP) 0.1 $6.5M -8% 32k 201.32
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Vanguard World Extended Dur (EDV) 0.1 $6.5M +51% 71k 90.54
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $6.4M +5% 119k 54.09
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $6.4M +60% 74k 86.28
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Honeywell International (HON) 0.1 $6.4M -9% 33k 191.12
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $6.4M -51% 126k 50.54
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Lowe's Companies (LOW) 0.1 $6.3M -6% 32k 200.02
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $6.3M -25% 224k 28.02
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Danaher Corporation (DHR) 0.1 $6.3M -8% 25k 252.03
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Vanguard World Fds Utilities Etf (VPU) 0.1 $6.2M -10% 42k 147.52
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Charles Schwab Corporation (SCHW) 0.1 $6.2M +127% 119k 52.38
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $6.2M -20% 61k 102.77
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Enbridge (ENB) 0.1 $6.2M -7% 163k 38.09
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $6.2M +671% 251k 24.59
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $6.2M -7% 76k 81.22
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Altria (MO) 0.1 $6.1M -4% 138k 44.62
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $6.0M -6% 112k 53.98
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Philip Morris International (PM) 0.1 $5.9M +7% 60k 98.49
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $5.9M 88k 67.65
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Nike CL B (NKE) 0.1 $5.9M -10% 48k 122.92
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Devon Energy Corporation (DVN) 0.1 $5.9M -9% 116k 50.61
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Air Products & Chemicals (APD) 0.1 $5.8M -4% 20k 287.20
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Howard Hughes (HHC) 0.1 $5.8M 73k 80.00
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $5.8M +36% 138k 42.19
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $5.8M -17% 26k 225.23
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Kimberly-Clark Corporation (KMB) 0.1 $5.8M 43k 134.62
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Uber Technologies (UBER) 0.1 $5.8M +4% 182k 31.70
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $5.7M +42% 179k 32.12
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CVS Caremark Corporation (CVS) 0.1 $5.7M -6% 77k 74.31
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $5.7M +2% 93k 61.86
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Paccar (PCAR) 0.1 $5.6M +50% 77k 73.20
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $5.6M +2139% 293k 19.18
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Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $5.6M +23% 105k 53.73
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Ishares Tr Faln Angls Usd (FALN) 0.1 $5.6M -6% 222k 25.27
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $5.6M +10% 42k 134.06
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $5.6M +169% 40k 138.93
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Valero Energy Corporation (VLO) 0.1 $5.6M +50% 40k 139.60
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Applied Materials (AMAT) 0.1 $5.5M -8% 45k 122.83
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $5.4M +42% 47k 115.08
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BlackRock (BLK) 0.1 $5.4M -2% 8.1k 669.04
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Citigroup Com New (C) 0.1 $5.4M +22% 116k 46.89
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $5.4M +6% 29k 186.82
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $5.4M +116% 21k 252.55
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Past Filings by Atria Wealth Solutions

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