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 1845 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Atria Wealth Solutions has 1845 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.3 $237M -2% 1.4M 171.21
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Ishares Tr Core S&p500 Etf (IVV) 2.9 $206M +8% 477k 431.21
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Microsoft Corporation (MSFT) 1.9 $132M 419k 315.75
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NVIDIA Corporation (NVDA) 1.6 $111M -4% 256k 434.99
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $108M -13% 302k 358.63
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $104M +5% 264k 393.89
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Vanguard Index Fds Value Etf (VTV) 1.3 $91M 657k 137.93
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Vanguard Index Fds Growth Etf (VUG) 1.2 $88M 322k 272.31
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $87M -13% 203k 428.78
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Amazon (AMZN) 1.2 $86M 677k 127.12
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $84M -4% 1.9M 43.72
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $80M -41% 1.1M 75.17
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Ishares Tr Core Total Usd (IUSB) 1.0 $69M -7% 1.6M 43.72
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $58M 375k 155.88
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $57M -13% 428k 132.29
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Tesla Motors (TSLA) 0.8 $55M +4% 221k 250.22
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $53M +6% 404k 130.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $51M +2% 144k 350.30
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $50M +3% 719k 69.78
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $46M 965k 47.83
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Alphabet Cap Stk Cl C (GOOG) 0.6 $43M 322k 131.85
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $42M +42% 836k 49.70
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $41M +2% 193k 212.41
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $40M +7% 422k 94.75
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Trust For Professional Man Activepassive Us (APUE) 0.5 $37M +11% 1.4M 26.10
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Meta Platforms Cl A (META) 0.5 $37M 122k 300.21
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $37M 515k 70.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $36M +12% 386k 94.04
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $36M +2% 675k 53.56
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First Tr Value Line Divid In SHS (FVD) 0.5 $36M -9% 948k 37.39
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $34M +3% 470k 72.63
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Ishares Tr TRS FLT RT BD (TFLO) 0.5 $34M +110% 670k 50.74
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $34M +7% 562k 59.60
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Ishares Tr Eafe Value Etf (EFV) 0.5 $33M +38% 674k 48.93
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $32M +18% 656k 49.43
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $32M +14% 128k 250.10
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Costco Wholesale Corporation (COST) 0.4 $32M +4% 56k 564.96
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Select Sector Spdr Tr Technology (XLK) 0.4 $31M 192k 163.93
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $31M +5% 301k 103.32
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $31M +369% 339k 91.59
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $31M -5% 791k 39.21
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Chevron Corporation (CVX) 0.4 $30M +11% 177k 168.62
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $30M +107% 333k 88.69
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Ishares Tr Eafe Grwth Etf (EFG) 0.4 $29M -12% 341k 86.30
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Exxon Mobil Corporation (XOM) 0.4 $29M -3% 243k 117.58
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $29M -3% 569k 50.18
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $28M +65% 405k 68.62
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Ishares Tr Mbs Etf (MBB) 0.4 $28M -11% 309k 88.80
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $27M +24% 266k 102.02
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $27M +6% 421k 64.35
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UnitedHealth (UNH) 0.4 $27M +6% 53k 504.22
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $26M +16% 287k 91.82
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Visa Com Cl A (V) 0.4 $26M +3% 114k 230.01
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JPMorgan Chase & Co. (JPM) 0.4 $26M -5% 180k 145.02
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $25M +6% 1.0M 24.49
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Johnson & Johnson (JNJ) 0.3 $25M +7% 158k 155.75
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $24M +16% 405k 59.28
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Pepsi (PEP) 0.3 $24M +4% 140k 169.47
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $23M 312k 74.64
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $23M -18% 316k 73.63
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Mastercard Incorporated Cl A (MA) 0.3 $23M +4% 58k 395.89
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Trust For Professional Man Activepassive Cr (APCB) 0.3 $23M +10% 802k 28.43
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $23M +3% 109k 208.24
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Eli Lilly & Co. (LLY) 0.3 $23M +8% 42k 537.14
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $23M -46% 224k 100.67
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Home Depot (HD) 0.3 $22M 74k 302.16
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $22M -10% 118k 189.08
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Procter & Gamble Company (PG) 0.3 $22M 153k 145.86
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Abbvie (ABBV) 0.3 $22M +6% 146k 149.06
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $22M -4% 111k 194.66
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Ishares Tr Core High Dv Etf (HDV) 0.3 $21M -8% 216k 99.14
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $21M +4645% 423k 50.32
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $21M -26% 222k 94.29
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Adobe Systems Incorporated (ADBE) 0.3 $21M +4% 41k 509.90
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $21M -17% 285k 72.31
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $21M +34% 49k 415.58
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Merck & Co (MRK) 0.3 $20M -3% 197k 103.49
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $20M -12% 156k 128.74
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $20M -2% 434k 45.95
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Spdr Gold Tr Gold Shs (GLD) 0.3 $20M -29% 115k 171.45
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $19M 373k 51.99
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $19M +7% 375k 50.26
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Ishares Tr National Mun Etf (MUB) 0.3 $19M +11% 182k 102.54
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $19M 365k 50.89
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $18M -7% 69k 266.47
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $18M +14% 247k 73.72
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $18M +12% 119k 152.77
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $18M +44% 235k 76.36
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Select Sector Spdr Tr Energy (XLE) 0.3 $18M +4% 198k 90.39
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Boeing Company (BA) 0.2 $18M 92k 191.68
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $18M 328k 53.52
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Pimco Dynamic Income SHS (PDI) 0.2 $17M +5% 982k 17.42
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Ishares Tr Core Div Grwth (DGRO) 0.2 $17M 344k 49.75
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Ishares Core Msci Emkt (IEMG) 0.2 $17M -29% 359k 47.59
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $17M -20% 289k 58.93
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $17M -3% 377k 43.78
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Pfizer (PFE) 0.2 $17M -5% 497k 33.17
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Verizon Communications (VZ) 0.2 $16M -6% 498k 32.41
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Ishares Tr Tips Bd Etf (TIP) 0.2 $16M +36% 154k 103.72
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Trust For Professional Man Activepassive Eq (APIE) 0.2 $16M +13% 653k 24.36
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $16M +19% 361k 43.68
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $15M -2% 136k 113.16
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $15M -24% 229k 67.06
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $15M 132k 115.01
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $15M +7% 85k 177.45
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $15M -3% 311k 47.28
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Walt Disney Company (DIS) 0.2 $15M -3% 180k 81.05
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $15M -4% 154k 94.58
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Wal-Mart Stores (WMT) 0.2 $15M 91k 159.93
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Broadcom (AVGO) 0.2 $14M +14% 17k 830.51
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Vanguard World Fds Health Car Etf (VHT) 0.2 $14M +30% 60k 235.42
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $14M +158% 282k 49.49
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Advanced Micro Devices (AMD) 0.2 $14M 136k 102.82
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $14M +53% 138k 100.14
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $14M 350k 39.19
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Vanguard World Fds Energy Etf (VDE) 0.2 $14M +231% 108k 127.38
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Lockheed Martin Corporation (LMT) 0.2 $14M +7% 33k 408.97
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $13M +5% 337k 39.96
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Ishares Gold Tr Ishares New (IAU) 0.2 $13M -26% 374k 34.99
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Coca-Cola Company (KO) 0.2 $13M +4% 231k 56.27
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $13M +84% 178k 72.72
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McDonald's Corporation (MCD) 0.2 $13M -6% 49k 263.44
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Vanguard World Fds Consum Stp Etf (VDC) 0.2 $13M +59% 70k 182.99
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $13M -37% 120k 105.00
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salesforce (CRM) 0.2 $13M -3% 62k 202.78
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Amgen (AMGN) 0.2 $13M 47k 268.78
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $13M +10% 88k 141.69
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $12M +3% 180k 68.92
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $12M +11% 213k 57.60
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $12M +196% 189k 63.49
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $12M -2% 248k 48.10
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Apollo Med Hldgs Com New (AMEH) 0.2 $12M 383k 30.85
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Cisco Systems (CSCO) 0.2 $12M +9% 219k 53.76
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At&t (T) 0.2 $12M -7% 780k 15.02
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $12M -8% 73k 159.49
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International Business Machines (IBM) 0.2 $12M +20% 83k 140.30
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Starbucks Corporation (SBUX) 0.2 $11M 124k 91.27
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Vanguard World Fds Financials Etf (VFH) 0.2 $11M +244% 140k 80.80
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Vanguard World Fds Consum Dis Etf (VCR) 0.2 $11M +87% 42k 269.64
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Bristol Myers Squibb (BMY) 0.2 $11M -3% 195k 58.04
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $11M +3% 24k 474.64
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $11M 33k 335.75
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $11M +3% 71k 154.32
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Netflix (NFLX) 0.2 $11M -20% 29k 377.60
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Caterpillar (CAT) 0.2 $11M +3% 40k 273.01
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Paycom Software (PAYC) 0.2 $11M -6% 41k 259.24
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Vanguard World Fds Utilities Etf (VPU) 0.1 $11M +97% 83k 128.48
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $11M +13% 252k 42.05
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $11M -8% 442k 24.00
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $11M -4% 202k 51.87
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $10M +168% 115k 90.40
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $10M +19% 113k 91.24
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Qualcomm (QCOM) 0.1 $10M -2% 93k 111.06
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Enterprise Products Partners (EPD) 0.1 $10M -3% 374k 27.37
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.1 $10M +16% 240k 42.17
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Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.1 $10M +2397% 340k 29.69
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Vanguard World Fds Industrial Etf (VIS) 0.1 $10M +112% 52k 195.54
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.1 $9.9M -2% 488k 20.28
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Bank of America Corporation (BAC) 0.1 $9.9M -6% 361k 27.38
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $9.9M 138k 71.44
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $9.8M +9% 129k 75.98
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $9.8M +97% 209k 46.93
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Blackstone Group Inc Com Cl A (BX) 0.1 $9.8M -2% 92k 107.14
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $9.7M +128% 92k 105.50
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Uber Technologies (UBER) 0.1 $9.7M +8% 211k 45.99
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $9.6M -5% 141k 67.80
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $9.6M -5% 139k 68.81
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Vanguard World Fds Materials Etf (VAW) 0.1 $9.4M +137% 54k 173.12
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.3M +3% 310k 30.15
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Select Sector Spdr Tr Financial (XLF) 0.1 $9.3M -9% 280k 33.17
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $9.2M -21% 224k 41.26
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $9.0M -4% 73k 122.93
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $8.9M -33% 433k 20.67
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $8.9M -35% 111k 80.97
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Intel Corporation (INTC) 0.1 $8.8M -4% 248k 35.55
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $8.7M -5% 148k 58.79
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Northrop Grumman Corporation (NOC) 0.1 $8.7M -12% 20k 440.26
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $8.7M -10% 127k 68.44
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $8.6M -52% 59k 147.41
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $8.5M +17% 152k 56.09
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $8.5M -11% 16.00 531477.00
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Comcast Corp Cl A (CMCSA) 0.1 $8.5M 192k 44.34
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $8.4M -20% 112k 75.15
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $8.4M +28% 210k 39.73
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Thermo Fisher Scientific (TMO) 0.1 $8.2M 16k 506.50
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Ishares Silver Tr Ishares (SLV) 0.1 $8.1M +9% 401k 20.34
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Api Group Corp Com Stk (APG) 0.1 $8.1M -3% 312k 25.93
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Ishares Tr Core Msci Total (IXUS) 0.1 $8.1M -3% 135k 59.99
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Ford Motor Company (F) 0.1 $8.0M 645k 12.42
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Kkr & Co (KKR) 0.1 $7.9M 128k 61.60
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $7.8M +45% 102k 75.84
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $7.7M +7% 17k 458.07
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $7.7M +98% 307k 24.94
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Deere & Company (DE) 0.1 $7.6M 20k 378.25
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American Express Company (AXP) 0.1 $7.6M +9% 51k 149.17
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.1 $7.6M +114% 151k 50.29
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Oneok (OKE) 0.1 $7.6M +16% 120k 63.43
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Raytheon Technologies Corp (RTX) 0.1 $7.5M +7% 104k 71.97
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $7.5M +10% 150k 50.04
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $7.5M +180% 206k 36.53
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $7.4M +10% 74k 101.08
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Union Pacific Corporation (UNP) 0.1 $7.4M +10% 37k 203.63
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Oracle Corporation (ORCL) 0.1 $7.4M +22% 70k 105.92
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $7.4M -5% 167k 44.23
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Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $7.3M +7% 289k 25.36
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $7.3M -65% 332k 22.04
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $7.3M -6% 93k 78.14
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $7.3M +4% 82k 88.55
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $7.3M +24% 124k 58.58
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Duke Energy Corp Com New (DUK) 0.1 $7.1M +3% 81k 88.26
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Applied Materials (AMAT) 0.1 $7.1M +2% 51k 138.45
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $7.1M -2% 266k 26.56
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Vanguard World Mega Grwth Ind (MGK) 0.1 $7.1M -14% 31k 226.90
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $7.0M -7% 48k 143.76
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ConocoPhillips (COP) 0.1 $6.9M +2% 58k 120.09
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Realty Income (O) 0.1 $6.9M +5% 138k 50.11
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Yum! Brands (YUM) 0.1 $6.9M +4% 55k 124.95
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Trust For Professional Man Activepassive Mn (APMU) 0.1 $6.8M 286k 23.89
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $6.8M 136k 49.83
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Waste Management (WM) 0.1 $6.8M +3% 45k 152.45
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Lowe's Companies (LOW) 0.1 $6.8M 33k 207.84
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $6.7M +8% 274k 24.50
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Honeywell International (HON) 0.1 $6.7M +3% 36k 184.74
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Nextera Energy (NEE) 0.1 $6.6M +8% 115k 57.29
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $6.6M +13% 469k 14.03
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Philip Morris International (PM) 0.1 $6.6M +4% 71k 93.23
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $6.6M +10% 28k 235.84
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Abbott Laboratories (ABT) 0.1 $6.6M +2% 68k 96.85
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Medtronic SHS (MDT) 0.1 $6.5M +8% 83k 78.92
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $6.5M -14% 67k 96.92
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First Tr Morningstar Divid L SHS (FDL) 0.1 $6.5M -12% 194k 33.44
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Danaher Corporation (DHR) 0.1 $6.5M +15% 26k 248.10
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $6.4M +6% 192k 33.57
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Ishares Tr Select Divid Etf (DVY) 0.1 $6.4M 59k 108.61
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Altria (MO) 0.1 $6.3M 149k 42.41
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $6.3M 441k 14.32
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $6.3M +2% 235k 26.91
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Paccar (PCAR) 0.1 $6.3M -4% 74k 85.02
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Fortinet (FTNT) 0.1 $6.3M -2% 107k 58.68
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Palo Alto Networks (PANW) 0.1 $6.2M +20% 27k 234.44
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $6.2M NEW 69k 89.97
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $6.2M +4% 249k 24.73
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Monolithic Power Systems (MPWR) 0.1 $6.0M 13k 463.13
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Ishares Tr Short Treas Bd (SHV) 0.1 $6.0M +110% 55k 110.47
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $6.0M -3% 127k 47.24
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Gilead Sciences (GILD) 0.1 $6.0M 80k 74.94
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $6.0M +5% 19k 307.11
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Lattice Strategies Tr Hartford Mlt Sml (ROSC) 0.1 $5.9M +5% 165k 36.07
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $5.9M -8% 73k 81.63
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Charles Schwab Corporation (SCHW) 0.1 $5.9M +8% 107k 54.90
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Past Filings by Atria Wealth Solutions

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