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 1912 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Atria Wealth Solutions has 1912 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Put Option (AAPL) 3.3 $267M 1.4M 192.53
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Ishares Tr Core S&p500 Etf (IVV) 3.2 $254M +11% 531k 477.63
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Microsoft Corporation (MSFT) 2.1 $165M +4% 439k 376.05
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $145M +17% 355k 409.68
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $137M +41% 287k 475.31
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NVIDIA Corporation (NVDA) 1.6 $130M +2% 263k 495.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $120M +3% 274k 436.81
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $108M +313% 1.2M 91.39
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Amazon (AMZN) 1.3 $106M +3% 697k 151.94
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Vanguard Index Fds Growth Etf (VUG) 1.3 $101M 324k 310.88
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Vanguard Index Fds Value Etf (VTV) 1.2 $95M -3% 634k 149.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $90M -2% 1.9M 47.90
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Ishares Tr Core Total Usd (IUSB) 0.9 $69M -4% 1.5M 46.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $67M +5% 454k 147.23
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $66M +3% 389k 170.40
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $61M +8% 438k 139.69
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Tesla Motors (TSLA) 0.7 $54M 217k 248.48
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $53M +2% 147k 356.66
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $51M +12% 474k 108.25
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $51M -4% 687k 73.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $50M -39% 645k 77.02
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Alphabet Cap Stk Cl C (GOOG) 0.6 $47M +3% 335k 140.93
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $45M -4% 917k 49.37
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Meta Platforms Cl A (META) 0.5 $44M 124k 353.96
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $44M -4% 184k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $44M +13% 440k 99.25
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $43M +31% 438k 98.88
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $41M -2% 813k 49.88
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Select Sector Spdr Tr Technology (XLK) 0.5 $40M +8% 208k 192.48
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $39M +3% 696k 55.41
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Costco Wholesale Corporation (COST) 0.5 $38M +2% 58k 660.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $37M -5% 489k 76.13
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $36M +9% 372k 96.39
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $36M +21% 323k 110.66
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $36M +5% 319k 111.63
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $35M 667k 51.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $34M +11% 453k 75.10
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Ishares Tr TRS FLT RT BD (TFLO) 0.4 $34M 667k 50.47
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $34M +13% 476k 70.35
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $33M -6% 119k 277.16
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Trust For Professional Man Activepassive Us (APUE) 0.4 $33M -21% 1.1M 29.21
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $32M -2% 771k 41.10
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Ishares Tr Eafe Value Etf (EFV) 0.4 $31M -12% 591k 52.10
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Visa Com Cl A (V) 0.4 $30M +2% 116k 260.35
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JPMorgan Chase & Co. (JPM) 0.4 $30M 178k 170.10
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First Tr Value Line Divid In SHS (FVD) 0.4 $30M -22% 733k 40.56
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Ishares Tr Mbs Etf (MBB) 0.4 $29M 313k 94.09
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Spdr Gold Tr Gold Shs (GLD) 0.4 $29M +29% 149k 191.17
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $28M -22% 363k 78.03
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $27M +8% 129k 213.32
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $27M 318k 84.33
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Pepsi (PEP) 0.3 $27M +11% 156k 169.84
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Chevron Corporation (CVX) 0.3 $27M 177k 149.16
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $26M +3% 113k 232.64
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $26M +20% 343k 76.38
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.3 $26M -3% 982k 26.57
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Home Depot (HD) 0.3 $26M 75k 346.55
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Mastercard Incorporated Cl A (MA) 0.3 $26M +4% 61k 426.51
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Eli Lilly & Co. (LLY) 0.3 $26M +5% 44k 582.90
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $26M +13% 495k 51.67
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Johnson & Johnson (JNJ) 0.3 $26M +2% 163k 156.74
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $25M 316k 80.04
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $25M +30% 322k 77.39
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Adobe Systems Incorporated (ADBE) 0.3 $25M +2% 42k 596.59
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UnitedHealth (UNH) 0.3 $24M -12% 46k 526.46
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Exxon Mobil Corporation (XOM) 0.3 $24M 243k 99.98
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $23M -29% 241k 96.85
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $23M +4% 389k 59.25
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Ishares Tr Core High Dv Etf (HDV) 0.3 $23M +4% 226k 102.00
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $23M -4% 106k 216.94
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Abbvie (ABBV) 0.3 $23M 147k 154.97
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Procter & Gamble Company (PG) 0.3 $23M 156k 146.54
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $22M +6% 400k 55.90
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Boeing Company (BA) 0.3 $22M -7% 85k 260.67
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Merck & Co (MRK) 0.3 $22M 197k 109.69
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $21M +24% 284k 74.58
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $21M -27% 414k 50.24
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $21M 233k 88.36
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $21M -3% 151k 136.38
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $21M +20% 102k 200.71
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $20M -23% 309k 65.06
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $20M -13% 191k 104.92
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Advanced Micro Devices (AMD) 0.3 $20M 136k 147.41
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Pimco Dynamic Income SHS (PDI) 0.2 $20M +12% 1.1M 18.08
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Ishares Tr National Mun Etf (MUB) 0.2 $20M 183k 108.42
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Broadcom (AVGO) 0.2 $20M +2% 18k 1116.27
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $20M -18% 41k 484.00
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Ishares Tr Core Div Grwth (DGRO) 0.2 $20M +5% 364k 53.82
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $20M -42% 326k 59.80
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $19M +31% 408k 47.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $19M -7% 64k 303.15
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Verizon Communications (VZ) 0.2 $19M +2% 508k 37.70
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $19M +28% 155k 122.75
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $19M -15% 189k 100.27
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $19M +16% 179k 105.23
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $19M -4% 114k 165.25
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $19M +10% 399k 46.23
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Ishares Core Msci Emkt (IEMG) 0.2 $18M 364k 50.58
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $18M +130% 612k 29.86
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $18M +4% 393k 46.36
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Intel Corporation (INTC) 0.2 $18M +43% 355k 50.25
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $17M -6% 342k 50.62
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $17M +63% 366k 46.63
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $17M +12% 200k 82.98
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $17M 132k 124.97
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Trust For Professional Man Activepassive Cr (APCB) 0.2 $16M -32% 543k 29.93
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Select Sector Spdr Tr Energy (XLE) 0.2 $16M -3% 191k 83.84
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Walt Disney Company (DIS) 0.2 $16M -2% 175k 90.30
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $16M +5% 355k 43.75
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McDonald's Corporation (MCD) 0.2 $15M +6% 52k 296.50
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $15M -4% 130k 117.13
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.2 $15M +35% 326k 46.67
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $15M +2% 358k 42.41
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Ishares Gold Tr Ishares New (IAU) 0.2 $15M +2% 383k 39.03
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Lockheed Martin Corporation (LMT) 0.2 $15M 33k 453.26
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $15M +9% 26k 576.10
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salesforce (CRM) 0.2 $15M -9% 56k 263.14
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $15M -23% 252k 57.96
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $15M +6% 192k 75.35
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $14M -32% 284k 50.24
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Wal-Mart Stores (WMT) 0.2 $14M 90k 157.66
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $14M +7% 78k 179.97
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Trust For Professional Man Activepassive Eq (APIE) 0.2 $14M -19% 525k 26.82
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Pfizer (PFE) 0.2 $14M -3% 480k 28.79
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $14M +7% 267k 51.05
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Netflix (NFLX) 0.2 $14M -2% 28k 486.83
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Coca-Cola Company (KO) 0.2 $14M 229k 58.93
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $13M 191k 70.28
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Amgen (AMGN) 0.2 $13M 46k 288.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $13M -4% 84k 157.80
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Ishares Tr S&p 100 Etf (OEF) 0.2 $13M +561% 59k 223.39
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $13M +59% 52k 255.32
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $13M +69% 464k 28.23
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $13M +16% 294k 44.60
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International Business Machines (IBM) 0.2 $13M -3% 80k 163.54
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $13M +23% 258k 49.93
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $13M +29% 76k 168.54
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $13M +39% 154k 82.04
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Qualcomm (QCOM) 0.2 $13M -5% 87k 144.64
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $13M +13% 129k 98.04
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Uber Technologies (UBER) 0.2 $13M -3% 204k 61.57
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $13M 72k 173.89
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At&t (T) 0.2 $13M -4% 747k 16.78
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Vanguard World Fds Energy Etf (VDE) 0.2 $13M 107k 117.28
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $12M +15% 84k 143.64
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Starbucks Corporation (SBUX) 0.2 $12M 125k 96.01
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $12M +111% 116k 103.07
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Ishares Tr Tips Bd Etf (TIP) 0.1 $12M -27% 111k 107.49
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Bank of America Corporation (BAC) 0.1 $12M -3% 347k 33.67
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Caterpillar (CAT) 0.1 $11M 39k 295.63
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.1 $11M +5% 517k 22.13
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $11M 203k 56.14
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $11M +71% 230k 48.19
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $11M -11% 188k 58.33
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Blackstone Group Inc Com Cl A (BX) 0.1 $11M -9% 83k 130.92
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Cisco Systems (CSCO) 0.1 $11M -2% 214k 50.52
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $11M +24% 127k 84.87
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $11M -12% 29k 376.87
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $11M -4% 133k 81.10
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Select Sector Spdr Tr Financial (XLF) 0.1 $11M 284k 37.60
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Api Group Corp Com Stk (APG) 0.1 $10M -3% 300k 34.60
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Cadence Design Systems (CDNS) 0.1 $10M +77% 38k 272.37
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $10M -43% 162k 63.33
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Kkr & Co (KKR) 0.1 $10M -3% 124k 82.85
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $10M +13% 490k 20.89
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Vanguard World Extended Dur (EDV) 0.1 $10M +80% 126k 81.03
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $9.9M -6% 121k 81.28
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $9.9M 126k 78.02
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $9.8M +5% 157k 62.66
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.8M 314k 31.19
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Bristol Myers Squibb (BMY) 0.1 $9.6M -3% 188k 51.31
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American Express Company (AXP) 0.1 $9.6M 51k 187.34
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Raytheon Technologies Corp (RTX) 0.1 $9.5M +8% 113k 84.12
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Northrop Grumman Corporation (NOC) 0.1 $9.5M +2% 20k 468.16
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $9.3M -7% 129k 72.03
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Ishares Tr Core Msci Total (IXUS) 0.1 $9.2M +4% 141k 64.93
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $9.2M +158% 52k 175.22
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $9.1M +16% 96k 95.20
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Apollo Med Hldgs Com New (AMEH) 0.1 $9.1M -37% 237k 38.30
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Enterprise Products Partners (EPD) 0.1 $9.1M -7% 345k 26.35
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Union Pacific Corporation (UNP) 0.1 $9.1M 37k 245.62
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $9.0M +55% 247k 36.55
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $9.0M +1797% 176k 51.41
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $9.0M 213k 42.03
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Comcast Corp Cl A (CMCSA) 0.1 $8.9M +6% 203k 43.85
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $8.8M +3% 17k 507.52
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $8.8M +29% 249k 35.41
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Vanguard World Fds Health Car Etf (VHT) 0.1 $8.7M -41% 35k 250.71
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Oneok (OKE) 0.1 $8.6M +2% 122k 70.22
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $8.6M 75k 114.03
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Ishares Silver Tr Ishares (SLV) 0.1 $8.6M 393k 21.78
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Realty Income (O) 0.1 $8.5M +6% 147k 57.42
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Vanguard World Fds Financials Etf (VFH) 0.1 $8.4M -35% 91k 92.26
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Applied Materials (AMAT) 0.1 $8.4M 52k 162.07
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Vanguard World Mega Grwth Ind (MGK) 0.1 $8.3M +2% 32k 259.53
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $8.3M 153k 54.08
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $8.3M -4% 107k 77.37
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $8.2M +31% 158k 52.34
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $8.2M 207k 39.89
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Waste Management (WM) 0.1 $8.2M +3% 46k 179.09
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Lowe's Companies (LOW) 0.1 $8.2M +12% 37k 222.54
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Duke Energy Corp Com New (DUK) 0.1 $8.2M +3% 84k 97.04
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $8.1M +11% 31k 262.25
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.1 $8.1M 149k 54.56
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $8.1M 49k 164.42
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Monolithic Power Systems (MPWR) 0.1 $8.1M 13k 632.01
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Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $8.0M 122k 65.60
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Palo Alto Networks (PANW) 0.1 $7.9M 27k 294.88
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $7.9M +9% 256k 31.01
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Honeywell International (HON) 0.1 $7.9M +4% 38k 209.72
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Abbott Laboratories (ABT) 0.1 $7.8M +5% 71k 110.07
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BlackRock (BLK) 0.1 $7.7M +5% 9.5k 811.86
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Ford Motor Company (F) 0.1 $7.7M 633k 12.19
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Thermo Fisher Scientific (TMO) 0.1 $7.7M -10% 15k 531.13
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Oracle Corporation (ORCL) 0.1 $7.7M +4% 73k 105.43
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $7.6M -4% 90k 85.34
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $7.6M +12% 22k 350.92
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Deere & Company (DE) 0.1 $7.6M -6% 19k 401.09
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $7.6M +14% 83k 91.05
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $7.5M +20% 300k 24.91
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Paccar (PCAR) 0.1 $7.5M 75k 100.08
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Charles Schwab Corporation (SCHW) 0.1 $7.4M 107k 68.80
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Servicenow (NOW) 0.1 $7.3M 10k 706.49
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $7.3M -43% 24k 304.55
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $7.3M +11% 526k 13.80
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $7.2M +3% 141k 51.28
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Medtronic SHS (MDT) 0.1 $7.2M +5% 87k 82.38
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $7.2M -7% 154k 46.62
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Yum! Brands (YUM) 0.1 $7.1M 55k 130.66
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Citigroup Com New (C) 0.1 $7.1M +14% 139k 51.44
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ConocoPhillips (COP) 0.1 $7.1M +5% 61k 116.06
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Philip Morris International (PM) 0.1 $7.0M +5% 74k 94.55
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.1 $7.0M -8% 281k 24.99
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $7.0M 438k 15.93
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $7.0M -49% 70k 99.79
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Ishares Tr Select Divid Etf (DVY) 0.1 $6.9M 59k 117.22
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $6.9M +26% 279k 24.76
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General Dynamics Corporation (GD) 0.1 $6.9M +3% 26k 259.69
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $6.8M +43% 285k 23.90
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Lattice Strategies Tr Hartford Mlt Sml (ROSC) 0.1 $6.7M 162k 41.49
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Lam Research Corporation (LRCX) 0.1 $6.7M 8.5k 784.95
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Nextera Energy (NEE) 0.1 $6.5M -6% 108k 60.74
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Gilead Sciences (GILD) 0.1 $6.5M 81k 81.01
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Altria (MO) 0.1 $6.5M +8% 162k 40.34
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $6.5M +21% 125k 52.00
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $6.4M -33% 101k 64.09
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Vanguard World Fds Industrial Etf (VIS) 0.1 $6.4M -43% 29k 220.43
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $6.3M +24% 219k 29.02
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Ishares Tr Short Treas Bd (SHV) 0.1 $6.3M +5% 58k 110.13
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Danaher Corporation (DHR) 0.1 $6.3M +3% 27k 231.34
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Past Filings by Atria Wealth Solutions

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