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 1936 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Atria Wealth Solutions has 1936 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.9 $261M -9% 1.0M 250.42
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Ishares Tr Core S&p500 Etf (IVV) 2.8 $260M -6% 441k 588.68
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NVIDIA Corporation (NVDA) 2.2 $205M -31% 1.5M 134.29
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Microsoft Corporation (MSFT) 1.9 $174M -8% 412k 421.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $164M 321k 511.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $156M +6% 265k 587.82
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Amazon (AMZN) 1.4 $132M -9% 603k 219.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $126M -2% 235k 538.81
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Vanguard Index Fds Growth Etf (VUG) 1.2 $111M 270k 410.44
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Ishares Tr Core Total Usd (IUSB) 1.1 $97M -7% 2.1M 45.20
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Vanguard Index Fds Value Etf (VTV) 1.0 $96M 564k 169.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $94M 2.0M 47.82
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $87M 490k 178.08
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $73M +10% 1.3M 57.66
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $72M -3% 710k 101.53
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Tesla Motors (TSLA) 0.8 $71M 176k 403.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $69M -7% 354k 195.83
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Meta Platforms Cl A (META) 0.7 $67M -4% 114k 585.52
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $66M +22% 853k 77.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $65M -8% 143k 453.28
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $58M -17% 305k 189.30
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $58M +14% 659k 87.33
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $57M 788k 71.91
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $55M 189k 289.81
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $54M +9% 947k 56.71
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $53M +5% 1.1M 49.05
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $49M -20% 425k 115.22
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $49M +3% 381k 127.59
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Alphabet Cap Stk Cl C (GOOG) 0.5 $48M -14% 251k 190.44
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Costco Wholesale Corporation (COST) 0.5 $47M -8% 51k 916.21
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.5 $46M 890k 51.25
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $43M +11% 474k 91.43
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.5 $43M +17% 724k 59.14
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $42M 680k 62.31
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Ishares Tr Eafe Grwth Etf (EFG) 0.5 $42M +18% 437k 96.83
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $42M +4% 1.4M 30.47
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $42M +119% 198k 210.45
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JPMorgan Chase & Co. (JPM) 0.4 $41M -3% 169k 239.71
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $39M +112% 784k 50.11
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Select Sector Spdr Tr Technology (XLK) 0.4 $39M 168k 232.52
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $39M +49% 443k 87.90
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $37M +201% 1.4M 27.32
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $37M 195k 190.88
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Ishares Tr Eafe Value Etf (EFV) 0.4 $37M +8% 699k 52.47
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Spdr Gold Tr Gold Shs (GLD) 0.4 $36M -24% 148k 242.13
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Broadcom (AVGO) 0.4 $35M -11% 152k 231.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $35M +4% 794k 44.04
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Trust For Professional Man Activepassive Us (APUE) 0.4 $35M -12% 976k 35.76
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $34M +15% 490k 70.28
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $34M +39% 379k 89.08
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Pimco Dynamic Income SHS (PDI) 0.4 $33M +23% 1.8M 18.54
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Ishares Tr National Mun Etf (MUB) 0.3 $32M +14% 300k 106.55
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $32M -9% 132k 240.28
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Ishares Tr Mbs Etf (MBB) 0.3 $32M +10% 345k 91.68
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $31M -47% 340k 92.45
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $31M -37% 321k 96.90
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Visa Com Cl A (V) 0.3 $31M -5% 97k 316.03
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Eli Lilly & Co. (LLY) 0.3 $30M -7% 39k 772.01
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $30M -4% 855k 35.26
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $30M +16% 434k 68.94
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $30M +12% 395k 74.73
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $29M +7% 72k 401.59
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $29M +5% 431k 67.03
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $29M +2% 324k 88.79
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Vanguard World Inf Tech Etf (VGT) 0.3 $29M 46k 621.83
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Exxon Mobil Corporation (XOM) 0.3 $29M +5% 265k 107.57
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $27M +13% 480k 56.62
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $27M +307% 968k 27.87
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Mastercard Incorporated Cl A (MA) 0.3 $27M -8% 51k 526.58
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Home Depot (HD) 0.3 $27M +5% 68k 389.00
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Wal-Mart Stores (WMT) 0.3 $26M +3% 291k 90.52
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Ishares Tr Core Div Grwth (DGRO) 0.3 $26M -6% 426k 61.34
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Abbvie (ABBV) 0.3 $26M -7% 145k 177.70
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Procter & Gamble Company (PG) 0.3 $25M 149k 167.65
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $25M +64% 242k 103.30
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $25M -5% 281k 87.82
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Chevron Corporation (CVX) 0.3 $25M +7% 170k 144.84
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $24M +35% 310k 78.65
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $24M -4% 152k 159.52
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $24M -13% 637k 37.17
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Select Sector Spdr Tr Financial (XLF) 0.3 $24M +5% 489k 48.33
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Johnson & Johnson (JNJ) 0.3 $24M 163k 144.62
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $23M -9% 164k 137.57
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $23M +12% 93k 242.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $23M -7% 85k 264.13
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $22M +60% 53k 426.69
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $22M +14% 402k 54.96
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $22M -6% 82k 266.80
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $22M -3% 99k 220.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $22M -2% 169k 128.62
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $22M +6% 475k 45.34
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.2 $22M -3% 1.0M 20.84
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $21M -15% 422k 50.39
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $20M -25% 188k 106.84
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Ishares Msci Emrg Chn (EMXC) 0.2 $20M +7% 355k 55.45
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First Tr Value Line Divid In SHS (FVD) 0.2 $20M -13% 448k 43.64
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Ishares Gold Tr Ishares New (IAU) 0.2 $20M +6% 395k 49.51
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $20M +200% 94k 206.92
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $19M 367k 50.88
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Palantir Technologies Cl A (PLTR) 0.2 $18M +2% 242k 75.63
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $18M +2% 98k 185.13
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UnitedHealth (UNH) 0.2 $18M -6% 36k 505.87
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Lockheed Martin Corporation (LMT) 0.2 $18M 37k 485.96
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $18M -2% 405k 44.15
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $18M 330k 53.80
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Ishares Core Msci Emkt (IEMG) 0.2 $18M +31% 340k 52.22
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International Business Machines (IBM) 0.2 $18M +7% 81k 219.83
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $18M +6% 299k 58.93
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Netflix (NFLX) 0.2 $18M -21% 20k 891.32
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $17M -10% 253k 68.43
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Verizon Communications (VZ) 0.2 $17M 427k 39.99
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Vanguard World Consum Stp Etf (VDC) 0.2 $17M 81k 211.38
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $16M +23% 338k 48.42
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Vanguard World Utilities Etf (VPU) 0.2 $16M +6% 99k 163.42
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Trust For Professional Man Activepassive Cr (APCB) 0.2 $16M -14% 556k 28.98
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $16M 28k 571.57
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McDonald's Corporation (MCD) 0.2 $16M +12% 55k 289.89
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $16M 139k 115.55
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Advanced Micro Devices (AMD) 0.2 $16M -6% 132k 120.79
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Walt Disney Company (DIS) 0.2 $16M -7% 141k 111.67
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $16M 156k 100.32
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $16M +20% 159k 98.47
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Trust For Professional Man Activepassive Eq (APIE) 0.2 $16M -11% 558k 28.02
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Pfizer (PFE) 0.2 $16M 585k 26.53
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Coca-Cola Company (KO) 0.2 $16M 249k 62.26
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salesforce (CRM) 0.2 $15M 46k 334.65
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $15M +15% 302k 50.47
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $15M +17% 338k 45.11
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $15M +19% 189k 80.27
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $15M +2% 86k 175.22
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $15M +16% 119k 124.91
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $15M +103% 63k 235.27
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $15M -12% 79k 184.88
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $15M 193k 75.61
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Vanguard World Mega Grwth Ind (MGK) 0.2 $14M +31% 42k 343.40
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $14M -8% 155k 92.73
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $14M +7% 189k 75.69
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $14M +12% 282k 50.71
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $14M +7% 274k 52.02
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Pepsi (PEP) 0.2 $14M -17% 93k 153.02
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Bank of America Corporation (BAC) 0.2 $14M 322k 43.95
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $14M +24% 519k 27.28
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Vanguard World Financials Etf (VFH) 0.2 $14M 119k 118.07
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $14M +4% 106k 132.10
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Vanguard World Consum Dis Etf (VCR) 0.2 $14M -2% 37k 375.38
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $14M +53% 38k 366.06
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $14M -16% 274k 50.13
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $14M -5% 69k 198.04
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $14M +5% 336k 40.48
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $13M +43% 681k 19.59
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $13M +19% 160k 81.98
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Merck & Co (MRK) 0.1 $13M -13% 129k 100.02
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $13M 224k 57.41
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $13M -20% 142k 89.33
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Vanguard World Health Car Etf (VHT) 0.1 $13M -24% 50k 253.69
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American Express Company (AXP) 0.1 $13M +4% 42k 296.78
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At&t (T) 0.1 $13M +3% 548k 22.77
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Select Sector Spdr Tr Energy (XLE) 0.1 $13M -10% 146k 85.66
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.1 $12M 189k 65.73
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Oracle Corporation (ORCL) 0.1 $12M -2% 74k 166.65
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Caterpillar (CAT) 0.1 $12M -4% 34k 362.75
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $12M +5% 347k 34.97
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Amgen (AMGN) 0.1 $12M +3% 46k 260.65
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Vanguard World Comm Srvc Etf (VOX) 0.1 $12M -2% 76k 154.98
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $12M -30% 196k 59.77
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $12M +14% 34k 342.16
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Vanguard World Industrial Etf (VIS) 0.1 $12M -2% 45k 254.39
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Qualcomm (QCOM) 0.1 $12M +2% 75k 153.62
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $12M +394% 93k 123.53
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $11M 36k 322.16
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $11M +14% 362k 31.44
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $11M +243% 145k 77.89
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Raytheon Technologies Corp (RTX) 0.1 $11M -5% 97k 115.72
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $11M -10% 52k 215.50
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $11M +22% 82k 135.37
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Duke Energy Corp Com New (DUK) 0.1 $11M +12% 102k 107.74
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Waste Management (WM) 0.1 $11M +10% 54k 201.79
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $11M +5% 294k 37.12
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $11M -13% 155k 70.00
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $11M +9% 216k 50.21
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Altria (MO) 0.1 $11M +16% 205k 52.75
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Bristol Myers Squibb (BMY) 0.1 $11M +12% 191k 56.56
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $11M -22% 102k 104.88
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $11M +3% 233k 45.86
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $11M -6% 183k 58.18
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $11M -63% 114k 92.59
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Cisco Systems (CSCO) 0.1 $11M +8% 178k 59.20
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $10M 132k 78.61
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $10M +24% 512k 20.14
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Philip Morris International (PM) 0.1 $10M +4% 83k 120.91
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $10M +31% 51k 198.18
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Realty Income (O) 0.1 $10M +10% 187k 53.41
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Goldman Sachs (GS) 0.1 $9.9M +8% 17k 572.66
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.1 $9.9M -3% 131k 75.47
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Uber Technologies (UBER) 0.1 $9.8M +2% 162k 60.32
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $9.7M +5% 120k 80.83
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $9.7M -9% 192k 50.32
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Ishares Tr Core Msci Total (IXUS) 0.1 $9.7M +3% 146k 66.14
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $9.6M +4% 77k 124.96
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Citigroup Com New (C) 0.1 $9.6M 137k 70.39
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Pacer Fds Tr Pac Asset Fltg (FLRT) 0.1 $9.4M +10% 197k 47.92
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Servicenow (NOW) 0.1 $9.4M -10% 8.9k 1060.12
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Ishares Tr Short Treas Bd (SHV) 0.1 $9.3M +25% 85k 110.11
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Southern Company (SO) 0.1 $9.3M +6% 113k 82.32
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Blackrock (BLK) 0.1 $9.2M NEW 9.0k 1025.21
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Nextera Energy (NEE) 0.1 $9.2M 128k 71.69
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Oneok (OKE) 0.1 $9.1M +29% 91k 100.40
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $9.1M -29% 178k 51.14
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Cadence Design Systems (CDNS) 0.1 $9.0M -15% 30k 300.46
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Boeing Company (BA) 0.1 $8.9M -15% 50k 177.00
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Ishares Tr Tips Bd Etf (TIP) 0.1 $8.8M +29% 83k 106.55
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Kkr & Co (KKR) 0.1 $8.8M 60k 147.92
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Ishares Tr Core High Dv Etf (HDV) 0.1 $8.8M -70% 79k 112.26
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Abbott Laboratories (ABT) 0.1 $8.8M +3% 77k 113.11
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $8.7M +6% 112k 78.01
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T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $8.7M +37% 261k 33.27
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Adobe Systems Incorporated (ADBE) 0.1 $8.6M -19% 19k 444.68
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $8.6M +82% 367k 23.47
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $8.5M +34% 86k 99.54
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Medtronic SHS (MDT) 0.1 $8.5M +12% 106k 80.46
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $8.5M +35% 38k 224.34
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $8.4M +4% 460k 18.30
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Blackstone Group Inc Com Cl A (BX) 0.1 $8.4M +2% 49k 172.42
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $8.3M -4% 216k 38.37
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $8.2M 159k 51.70
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Thermo Fisher Scientific (TMO) 0.1 $8.2M +9% 16k 520.61
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $8.2M +8% 43k 189.98
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Kimberly-Clark Corporation (KMB) 0.1 $8.2M +13% 62k 132.01
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First Tr Exchange-traded Growth Strength (FTGS) 0.1 $8.2M +3% 260k 31.40
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $8.2M +2% 191k 42.61
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $8.1M +157% 359k 22.70
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Vanguard World Energy Etf (VDE) 0.1 $8.1M 67k 121.31
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $8.1M -7% 322k 25.05
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.1 $8.0M +70% 93k 86.36
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Union Pacific Corporation (UNP) 0.1 $8.0M 35k 228.05
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Fidelity Covington Trust Crypto Ind & Dig (FDIG) 0.1 $8.0M +1914% 246k 32.50
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $8.0M +10% 102k 78.46
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $8.0M +323% 343k 23.18
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Lowe's Companies (LOW) 0.1 $7.9M 32k 246.79
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $7.9M +3% 98k 80.97
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $7.9M +29% 230k 34.13
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TJX Companies (TJX) 0.1 $7.8M +7% 65k 120.81
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Honeywell International (HON) 0.1 $7.8M +11% 35k 225.88
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $7.7M -5% 29k 269.68
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $7.7M -8% 70k 110.25
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Ishares Silver Tr Ishares (SLV) 0.1 $7.7M -28% 294k 26.33
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $7.7M -39% 179k 42.97
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $7.7M +43% 86k 89.28
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $7.6M +172% 167k 45.62
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Palo Alto Networks (PANW) 0.1 $7.6M +64% 42k 181.96
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Past Filings by Atria Wealth Solutions

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