Atria Wealth Solutions, Inc. Purchases in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
8.65K
+ 68.76%
$84.82 - $113.33 $733K - $980K
21.2K $2.03M
XYL
Xylem Inc.

Industrials
7.42K
New
$114.02 - $132.04 $846K - $979K
7.42K $886K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
19K
+ 99.48%
$46.06 - $46.94 $876K - $893K
38.2K $1.77M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
20.4K
New
$41.17 - $45.22 $841K - $924K
20.4K $867K
FSTA
Fidelity Covington Tr Msci Con

ETFs
15.4K
+ 42.09%
$48.3 - $52.85 $742K - $812K
51.9K $2.65M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.3K
+ 12.13%
$45.56 - $47.23 $698K - $724K
142K $6.67M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
6.28K
+ 18.93%
$43.79 - $57.46 $275K - $361K
39.4K $2.26M
QDPL
Pacer Fds Tr Metaurus Us Large
28.1K
+ 26.96%
$36.5 - $40.04 $1.02M - $1.12M
132K $4.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
17.9K
+ 26.04%
$165.25 - $224.62 $2.96M - $4.03M
86.8K $14.4M
MCO
Moodys Corp

Financial Services
1.74K
+ 94.63%
$437.8 - $527.48 $763K - $919K
3.59K $1.67M
FDIS
Fidelity Covington Tr Msci Con

ETFs
11.5K
+ 84.07%
$82.77 - $101.84 $948K - $1.17M
25.1K $2.12M
TSN
Tyson Foods, Inc.

Consumer Defensive
12.3K
New
$54.27 - $63.81 $669K - $786K
12.3K $786K
SECT
Sector 10, Inc.

ETFs
44.9K
+ 11.16%
$50.98 - $57.8 $2.29M - $2.59M
447K $22.8M
PFEB
Innovator U.S. Equity Power Bu

ETFs
21.5K
+ 221.68%
$35.54 - $37.44 $765K - $806K
31.2K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.13K
+ 19.38%
$63.77 - $71.36 $519K - $580K
50.1K $3.45M
BALT
Innovator Etfs Tr
23.9K
+ 10.51%
$31.31 - $31.89 $750K - $763K
252K $7.9M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
41.1K
+ 297.42%
$20.27 - $28.57 $833K - $1.17M
54.9K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.36K
+ 2.4%
$182.82 - $196.21 $431K - $462K
101K $18.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
930
+ 10.56%
$378.71 - $442.54 $352K - $412K
9.73K $4.22M
DOX
Amdocs LTD

Technology
6.01K
+ 20.75%
$82.21 - $92.02 $494K - $553K
35K $3.2M
HWM
Howmet Aerospace Inc.

Industrials
5.25K
+ 227.37%
$110.79 - $139.39 $582K - $732K
7.56K $980K
BK
Bank Of New York Mellon Corp

Financial Services
4.69K
+ 9.94%
$75.42 - $88.95 $354K - $417K
51.9K $4.35M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.3K
+ 51.21%
$61.9 - $66.89 $698K - $754K
33.3K $2.12M
FXI
Ishares Tr

ETFs
20K
New
$28.65 - $38.55 $572K - $769K
20K $715K
SYM
Symbotic Inc.

Financial Services
35.4K
New
$20.16 - $33.5 $714K - $1.19M
35.4K $715K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.2K
+ 3.53%
$65.27 - $71.18 $994K - $1.08M
447K $29.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
40.6K
+ 21.75%
$17.53 - $17.87 $712K - $725K
227K $4M
EUFN
Ishares Msci Europe Financials

ETFs
24.3K
New
$23.03 - $29.47 $559K - $716K
24.3K $691K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16.4K
New
$41.74 - $43.57 $683K - $712K
16.4K $689K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
9.71K
New
$61.25 - $72.83 $595K - $707K
9.71K $686K
FTQI
First Trust ETF Vi First Trust

ETFs
37.8K
+ 251.9%
$18.72 - $21.32 $707K - $806K
52.8K $994K
SE
Sea LTD

Consumer Cyclical
4.45K
+ 110.81%
$104.87 - $146.31 $466K - $651K
8.46K $1.1M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
15.7K
+ 34.52%
$43.63 - $46.01 $683K - $721K
61K $2.69M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.3K
+ 45.87%
$21.79 - $23.09 $682K - $722K
99.5K $2.18M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
9.26K
+ 21.62%
$58.32 - $65.09 $540K - $603K
52.1K $3.14M
OUNZ
Van Eck Merk Gold Trust

ETFs
21K
New
$25.41 - $30.14 $532K - $631K
21K $631K
AJG
Arthur J. Gallagher & Co.

Financial Services
188
+ 2.05%
$275.89 - $345.24 $51.9K - $64.9K
9.36K $3.23M
AES
Aes Corp

Utilities
54.7K
+ 46.91%
$9.93 - $13.23 $544K - $724K
171K $2.13M
BSX
Boston Scientific Corp

Healthcare
4.15K
+ 23.07%
$89.38 - $106.18 $370K - $440K
22.1K $2.23M
FREL
Fidelity Covington Tr Msci Rea

ETFs
22K
+ 80.52%
$25.98 - $28.59 $572K - $630K
49.4K $1.36M
GD
General Dynamics Corp

Industrials
1.34K
+ 4.95%
$241.94 - $272.58 $323K - $364K
28.4K $7.73M
CME
Cme Group Inc.

Financial Services
1.75K
+ 40.47%
$225.82 - $266.54 $394K - $465K
6.06K $1.61M
BXSL
Blackstone Secured Lending Fund

Financial Services
18.3K
+ 29.85%
$31.3 - $34.5 $574K - $632K
79.7K $2.58M
UGI
Ugi Corp

Utilities
17.7K
New
$28.0 - $34.16 $496K - $605K
17.7K $585K
FDS
Factset Research Systems Inc

Financial Services
1.28K
New
$427.5 - $476.51 $547K - $610K
1.28K $581K
CRDO
Credo Technology Group Holding LTD

Technology
14.4K
New
$39.45 - $85.5 $567K - $1.23M
14.4K $577K
ZTS
Zoetis Inc.

Healthcare
3.32K
+ 23.52%
$156.48 - $175.67 $519K - $583K
17.4K $2.87M
FNDF
Schwab Fundamental Intl Large

ETFs
13.3K
+ 58.88%
$32.9 - $37.45 $438K - $498K
35.9K $1.3M
LPG
Dorian Lpg Ltd.

Energy
27.6K
+ 78.87%
$19.88 - $27.03 $549K - $747K
62.7K $1.4M
Activity Summary
Buys All Purchases 789 New Holdings 156 Increased Positions 633 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 4 Puts 5
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