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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 AAPL, IVV, BSV, MSFT, QQQ, and represent 11.33% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$32M), QQQ (+$22M), GSY (+$21M), IEMG (+$19M), IUSB (+$19M), FTSM (+$13M), JPST (+$12M), TFLO (+$11M), EFG (+$11M), BSV (+$11M).
Started 172 new stock positions in NFTY, CHMI, DIVI, MHN, NJR, GWX, EKSO, RHP, CSB, BSJQ.
Reduced shares in these 10 stocks: ESGU (-$31M), EEMV (-$17M), MINT (-$13M), PDI (-$12M), SHYG (-$12M), HYG (-$10M), MSFT (-$9.8M), MTUM (-$8.3M), BLV (-$7.4M), VYM (-$7.3M).
Sold out of its positions in ADT, AWP, AEHR, JULT, ARLP, AMED, AIG, AWR, AMWD, APA.
Atria Wealth Solutions was a net buyer of stock by $106M.
Atria Wealth Solutions has $6.8B in assets under management (AUM), dropping by 7.26%.
Central Index Key (CIK): 0001927543

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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.

Sign up to view all of the Atria Wealth Solutions March 31, 2023 positions
Download the Atria Wealth Solutions March 2023 csv data

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

Past Filings by Atria Wealth Solutions

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

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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