Atria Wealth Solutions, Inc. Incresed Positions in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
MGV
Vanguard Mega Cap Value

ETFs
2.52K
+ 2.11%
$123.61 - $133.01 $311K - $335K
122K $15.7M
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
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
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
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
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
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
HEI
Heico Corp

Industrials
537
+ 3.97%
$219.6 - $270.85 $118K - $145K
14.1K $3.75M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
12.3K
+ 148.3%
$45.21 - $50.33 $555K - $618K
20.5K $940K
FENY
Fidelity Covington Tr Msci Ene

ETFs
19.5K
+ 81.09%
$23.24 - $26.16 $454K - $511K
43.6K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
996
+ 6.39%
$142.8 - $176.36 $142K - $176K
16.6K $2.86M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.01K
+ 18.7%
$157.71 - $180.77 $633K - $726K
25.5K $4.09M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.4K
+ 42.73%
$50.44 - $50.7 $525K - $528K
34.8K $1.76M
USM
United States Cellular Corp

Communication Services
7K
+ 100.0%
$60.78 - $69.95 $425K - $490K
14K $968K
ETR
Entergy Corp

Utilities
4.12K
+ 24.97%
$75.26 - $87.89 $310K - $362K
20.6K $1.76M
PSX
Phillips 66

Energy
1.99K
+ 7.68%
$113.93 - $131.55 $226K - $261K
27.8K $3.44M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.75K
+ 5.03%
$90.0 - $96.32 $517K - $553K
120K $11.1M
USTB
Victory Portfolios Ii Victorys

ETFs
9.21K
+ 18.02%
$50.08 - $50.71 $461K - $467K
60.3K $3.05M
LNT
Alliant Energy Corp

Utilities
1.93K
+ 2.77%
$56.66 - $66.04 $110K - $128K
71.8K $4.62M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.4K
+ 20.96%
$100.56 - $108.28 $443K - $477K
25.4K $2.62M
ROL
Rollins Inc

Consumer Cyclical
5.97K
+ 30.94%
$45.65 - $54.03 $272K - $322K
25.2K $1.36M
CGGO
Capital Group Global Growth Eq

ETFs
21.1K
+ 14.48%
$28.33 - $30.84 $597K - $650K
167K $4.72M
IGIC
International General Insurance Holdings Ltd.

Financial Services
11.8K
+ 19.26%
$23.08 - $27.36 $271K - $321K
72.8K $1.91M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.41K
+ 127.06%
$102.72 - $143.06 $556K - $775K
9.68K $1.01M
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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