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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, MSFT, NVDA, QQQ, and represent 11.11% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: IEF (+$24M), USFR (+$21M), TFLO (+$18M), IVV (+$16M), TLT (+$15M), GSY (+$13M), IVW (+$11M), COM (+$9.7M), VDE (+$9.6M), EFV (+$9.2M).
Started 148 new stock positions in LEN, JBL, EVLV, FCFS, CGMU, CBOE, DJUL, PKW, STK, JULJ.
Reduced shares in these 10 stocks: BSV (-$57M), BLTE (-$24M), SGOV (-$20M), QQQ (-$17M), SPY (-$14M), GOVT (-$14M), QQQM (-$9.4M), QUAL (-$8.5M), GLD (-$8.2M), TLH (-$7.7M).
Sold out of its positions in ENFR, AOD, ASO, AEG, AKAM, AAL, American Finance Trust Inc ltd partnership, AMRSQ, APA, ASRT.
Atria Wealth Solutions was a net buyer of stock by $69M.
Atria Wealth Solutions has $7.1B in assets under management (AUM), dropping by -2.51%.
Central Index Key (CIK): 0001927543

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1845 positions in its portfolio as reported in the September 2023 quarterly 13F filing

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

Sign up to view all of the Atria Wealth Solutions Sept. 30, 2023 positions
Download the Atria Wealth Solutions September 2023 csv data

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