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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 NVDA, AAPL, IVV, MSFT, SPY, and represent 13.67% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$287M), IVW (+$23M), JEPI (+$17M), SPY (+$16M), EFG (+$12M), SPYG (+$9.5M), FSTA (+$9.2M), GLD (+$8.6M), IEMG (+$7.3M), DYNF (+$7.1M).
Started 140 new stock positions in AQN, LH, DH, WFG, GEV, PMT, FXZ, JGRO, JMST, Innovator Etfs Trust.
Reduced shares in these 10 stocks: AAPL (-$16M), QQQ (-$14M), SPHD (-$13M), VOO (-$12M), IVV (-$11M), EFV (-$8.2M), BIL (-$8.1M), NEAR (-$7.4M), ADBE (-$6.6M), XLK (-$6.6M).
Sold out of its positions in DECT, AKTS, ACI, AQNU, ALGN, AB, ABEV, AEE, AVDE, AVDV.
Atria Wealth Solutions was a net buyer of stock by $260M.
Atria Wealth Solutions has $9.1B in assets under management (AUM), dropping by 2.15%.
Central Index Key (CIK): 0001927543

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1894 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Atria Wealth Solutions has 1894 total positions. Only the first 250 positions are shown.

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Download the Atria Wealth Solutions June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.5	$319M	+896%	2.6M	123.54	View chart
Apple (AAPL)	3.0	$271M	-5%	1.3M	210.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$264M	-4%	483k	547.23	View chart
Microsoft Corporation (MSFT)	2.4	$218M	-2%	488k	446.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$167M	+10%	306k	545.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$164M	-7%	341k	479.68	View chart
Amazon (AMZN)	1.5	$139M		720k	193.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$130M	-8%	259k	501.66	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$115M	-3%	308k	374.47	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$101M		628k	161.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$95M		1.9M	49.42	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$90M	+5%	2.0M	45.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$84M	+8%	494k	170.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$78M	+42%	845k	92.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$76M	-3%	420k	182.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$75M	-2%	409k	183.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$64M	+35%	1.1M	56.68	View chart
Meta Platforms Cl A (META)	0.7	$63M	+7%	125k	504.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$63M		154k	406.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$58M	-4%	316k	183.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$54M	+8%	506k	106.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$54M		742k	72.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$53M		687k	76.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$53M	-3%	196k	268.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$52M	+2%	558k	93.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$51M	+8%	555k	91.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$49M	+3%	1.0M	48.67	View chart
Costco Wholesale Corporation (COST)	0.5	$49M	-5%	58k	850.04	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$46M	+14%	848k	54.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$46M	+4%	475k	97.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$44M	-15%	481k	91.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$43M	+10%	366k	118.60	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$43M	-13%	192k	226.23	View chart
Trust For Professional Man Activepassive Us (APUE)	0.4	$39M		1.2M	33.34	View chart
Eli Lilly & Co. (LLY)	0.4	$39M		43k	905.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$39M	+45%	379k	102.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$39M	+5%	661k	58.52	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.4	$39M	+22%	824k	46.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$39M	+28%	179k	215.01	View chart
Tesla Motors (TSLA)	0.4	$38M	-4%	192k	197.88	View chart
JPMorgan Chase & Co. (JPM)	0.4	$37M	-4%	182k	202.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$36M		821k	43.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$36M	-2%	492k	72.64	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$35M	+36%	441k	80.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$35M	+3%	450k	78.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$35M		193k	182.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$35M	+8%	1.2M	28.92	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$34M		619k	54.75	View chart
Exxon Mobil Corporation (XOM)	0.3	$30M	+8%	260k	115.12	View chart
Visa Com Cl A (V)	0.3	$30M	-4%	113k	262.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$29M		135k	218.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$29M		50k	577.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$29M	-5%	267k	107.12	View chart
Broadcom (AVGO)	0.3	$28M	+3%	18k	1605.30	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$28M	-3%	303k	91.81	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$28M		316k	88.13	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$28M	+7%	1.5M	19.02	View chart
Abbvie (ABBV)	0.3	$27M	-6%	158k	171.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$27M	+14%	535k	50.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$27M	-3%	317k	83.96	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$27M	+21%	801k	33.12	View chart
Chevron Corporation (CVX)	0.3	$27M	-9%	170k	156.42	View chart
Pepsi (PEP)	0.3	$26M		160k	164.94	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$26M	+8%	181k	145.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$26M		410k	64.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$26M	+9%	259k	100.95	View chart
Mastercard Incorporated Cl A (MA)	0.3	$26M	-3%	58k	441.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$25M		301k	84.04	View chart
Procter & Gamble Company (PG)	0.3	$25M	-5%	154k	164.92	View chart
Home Depot (HD)	0.3	$25M	-2%	73k	344.24	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$25M		359k	69.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$25M	+18%	435k	57.61	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$25M	+15%	232k	106.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$25M		163k	150.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$25M		225k	108.71	View chart
Advanced Micro Devices (AMD)	0.3	$24M	-4%	151k	162.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$24M	+3%	316k	74.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$23M	-5%	276k	84.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$23M	+2%	64k	364.52	View chart
Johnson & Johnson (JNJ)	0.3	$23M	-7%	156k	146.16	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$23M	-12%	92k	246.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$23M	-20%	93k	243.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$22M	+45%	86k	260.70	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$22M	+14%	1.1M	21.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$22M	-2%	214k	100.71	View chart
Merck & Co (MRK)	0.2	$22M	-12%	173k	124.38	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$22M	-13%	528k	40.76	View chart
Powershares Actively Managed Ultra Shrt Dur (GSY)	0.2	$22M	-9%	430k	49.90	View chart
UnitedHealth (UNH)	0.2	$21M	-5%	42k	509.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$21M	-4%	103k	202.89	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$21M	+14%	405k	51.09	View chart
Verizon Communications (VZ)	0.2	$20M	-5%	496k	41.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$20M	-6%	170k	118.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$20M	+2%	443k	45.40	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$20M	+58%	371k	53.53	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$20M	+8%	354k	55.50	View chart
Wal-Mart Stores (WMT)	0.2	$19M	-3%	285k	67.71	View chart
Qualcomm (QCOM)	0.2	$19M	+14%	97k	199.18	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$19M	-2%	378k	49.76	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$19M	+15%	429k	43.64	View chart
Lockheed Martin Corporation (LMT)	0.2	$19M	+18%	40k	467.09	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$19M	-18%	240k	77.14	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$19M	+11%	561k	32.93	View chart
Vanguard World Health Car Etf (VHT)	0.2	$18M	-2%	69k	266.45	View chart
Adobe Systems Incorporated (ADBE)	0.2	$18M	-27%	32k	555.54	View chart
Netflix (NFLX)	0.2	$18M		26k	674.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$17M	-2%	98k	174.47	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$17M		244k	70.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$17M	-23%	415k	41.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$17M	+19%	340k	50.11	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$17M		579k	29.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$17M		280k	60.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$17M	+3%	82k	204.24	View chart
Walt Disney Company (DIS)	0.2	$17M		169k	99.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$17M	-5%	325k	51.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$17M	-3%	375k	43.93	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$16M	+2%	577k	28.46	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$16M	-2%	177k	91.15	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$16M	+6%	155k	102.78	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$16M	+3%	183k	86.61	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$16M	+30%	29k	537.07	View chart
Coca-Cola Company (KO)	0.2	$16M		243k	64.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$16M	+4%	134k	115.47	View chart
Vanguard World Utilities Etf (VPU)	0.2	$15M		104k	148.97	View chart
Pfizer (PFE)	0.2	$15M	+10%	550k	27.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$15M		196k	78.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$15M	-35%	283k	53.04	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$15M	-8%	69k	214.51	View chart
McDonald's Corporation (MCD)	0.2	$15M	+9%	58k	254.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$15M	-18%	88k	164.28	View chart
International Business Machines (IBM)	0.2	$14M	+3%	83k	172.95	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$14M	-8%	58k	246.64	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$14M	+5%	37k	383.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$14M	+61%	142k	100.65	View chart
Amgen (AMGN)	0.2	$14M	-2%	45k	312.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$14M	+11%	238k	59.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$14M	-15%	111k	127.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$14M	-4%	36k	391.94	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$14M	+11%	278k	50.31	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$14M	-6%	81k	171.51	View chart
Bank of America Corporation (BAC)	0.2	$14M	-4%	344k	39.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$14M	-6%	229k	59.70	View chart
Vanguard World Energy Etf (VDE)	0.1	$14M	-2%	105k	128.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$14M	+32%	212k	63.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$13M	-13%	171k	78.05	View chart
salesforce (CRM)	0.1	$13M	-3%	52k	257.11	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$13M	-27%	261k	50.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$13M	-18%	270k	48.54	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$13M	+29%	75k	174.31	View chart
Monolithic Power Systems (MPWR)	0.1	$13M	+8%	16k	822.88	View chart
Vanguard World Financials Etf (VFH)	0.1	$13M	-8%	128k	100.33	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$13M	-31%	281k	45.11	View chart
Caterpillar (CAT)	0.1	$13M	-11%	38k	333.10	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$13M	-2%	40k	312.54	View chart
Boeing Company (BA)	0.1	$13M	-16%	68k	182.01	View chart
Cadence Design Systems (CDNS)	0.1	$13M	+3%	41k	307.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$12M	-9%	68k	183.53	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$12M	+12%	319k	38.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$12M		210k	58.64	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$12M		250k	48.74	View chart
Uber Technologies (UBER)	0.1	$12M	-4%	168k	72.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$12M	+6%	208k	57.99	View chart
At&t (T)	0.1	$12M	-14%	629k	19.11	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$12M	+5%	122k	97.03	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$12M	+2%	271k	43.06	View chart
Vanguard World Industrial Etf (VIS)	0.1	$12M	-3%	49k	235.87	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$12M	-4%	83k	138.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$12M	-6%	141k	81.65	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$11M	+38%	157k	72.09	View chart
Applied Materials (AMAT)	0.1	$11M	-10%	48k	235.99	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$11M	+443%	237k	47.40	View chart
Oracle Corporation (ORCL)	0.1	$11M	-8%	79k	141.20	View chart
Kkr & Co (KKR)	0.1	$11M	-13%	105k	105.22	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$11M	-14%	311k	35.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$11M		519k	21.06	View chart
Waste Management (WM)	0.1	$11M		51k	213.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$11M	+17%	185k	58.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	-5%	133k	79.93	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$11M	+3%	400k	26.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M	-7%	106k	100.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$11M		35k	297.54	View chart
Vanguard World Materials Etf (VAW)	0.1	$10M	-4%	54k	193.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$10M	-4%	33k	314.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$10M	-3%	152k	68.14	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$10M	-6%	196k	52.49	View chart
American Express Company (AXP)	0.1	$10M	-19%	44k	231.56	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$10M	-18%	108k	93.95	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$10M	-4%	318k	31.55	View chart
Palo Alto Networks (PANW)	0.1	$10M	-12%	30k	339.01	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$9.8M	-13%	119k	82.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$9.7M	-14%	91k	106.78	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$9.7M	+39%	229k	42.20	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$9.7M	+66%	110k	88.11	View chart
Astrana Health Com New (ASTH)	0.1	$9.6M		237k	40.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$9.6M		142k	67.56	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$9.6M	+236%	188k	50.88	View chart
Starbucks Corporation (SBUX)	0.1	$9.5M	-4%	122k	77.85	View chart
Servicenow (NOW)	0.1	$9.4M	+3%	12k	786.67	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$9.4M	+10%	345k	27.22	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$9.4M	+124%	188k	49.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$9.4M	-2%	101k	92.62	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$9.3M	+17%	370k	25.13	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$9.3M	+12%	178k	52.20	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$9.3M	+12%	287k	32.33	View chart
Duke Energy Corp Com New (DUK)	0.1	$9.3M		92k	100.23	View chart
Nextera Energy (NEE)	0.1	$9.2M	+17%	131k	70.81	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$9.2M	+3%	216k	42.67	View chart
Api Group Corp Com Stk (APG)	0.1	$9.1M	-9%	241k	37.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$9.1M		139k	64.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$9.0M	-3%	80k	113.44	View chart
Cisco Systems (CSCO)	0.1	$8.9M	-9%	188k	47.51	View chart
Realty Income (O)	0.1	$8.9M	+2%	169k	52.82	View chart
Philip Morris International (PM)	0.1	$8.8M	+3%	87k	102.01	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$8.8M	+4%	118k	74.76	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$8.7M	-3%	147k	59.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$8.7M	+30%	231k	37.67	View chart
Lam Research Corporation (LRCX)	0.1	$8.6M	-6%	8.1k	1066.62	View chart
Citigroup Com New (C)	0.1	$8.6M	-7%	135k	63.46	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$8.5M	-2%	82k	103.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.5M	+5%	111k	77.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$8.5M		111k	76.58	View chart
Altria (MO)	0.1	$8.3M		181k	45.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$8.3M	+12%	162k	51.24	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$8.2M	+15%	162k	50.70	View chart
ConocoPhillips (COP)	0.1	$8.2M	+12%	72k	114.38	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$8.2M	+2%	8.0k	1022.92	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.1M	-9%	240k	33.93	View chart
Micron Technology (MU)	0.1	$8.1M	+3%	62k	131.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$8.1M	-40%	41k	197.12	View chart
Southern Company (SO)	0.1	$8.0M	+6%	104k	77.57	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.0M		15k	553.38	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$8.0M	-6%	83k	96.57	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$7.9M	+63%	62k	128.40	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$7.9M	+4%	164k	47.96	View chart
Ford Motor Company (F)	0.1	$7.8M		619k	12.54	View chart
Arista Networks (ANET)	0.1	$7.8M	-9%	22k	350.48	View chart
Union Pacific Corporation (UNP)	0.1	$7.7M	-10%	34k	226.28	View chart
Abbott Laboratories (ABT)	0.1	$7.7M	-4%	74k	103.91	View chart
Kimberly-Clark Corporation (KMB)	0.1	$7.7M	+15%	55k	139.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$7.7M	+6%	375k	20.45	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$7.7M	-14%	472k	16.22	View chart
Paccar (PCAR)	0.1	$7.7M	-3%	74k	102.94	View chart
Medtronic SHS (MDT)	0.1	$7.6M		96k	79.26	View chart
General Dynamics Corporation (GD)	0.1	$7.6M		26k	290.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.5M	-20%	61k	123.80	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$7.5M	+7%	302k	24.86	View chart
Lowe's Companies (LOW)	0.1	$7.5M		34k	220.48	View chart
Comcast Corp Cl A (CMCSA)	0.1	$7.5M	-4%	191k	39.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$7.5M	-3%	419k	17.84	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$7.4M	-9%	412k	18.06	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 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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