Atria Wealth Solutions, Inc. Incresed Positions in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
1.98K
+ 16.27%
$389.45 - $466.0 $771K - $922K
14.1K $5.99M
UPST
Upstart Holdings, Inc.

Financial Services
12.4K
+ 186.67%
$37.78 - $84.46 $468K - $1.05M
19K $1.17M
CGUS
Capital Group Core Equity ETF
19.2K
+ 5.86%
$33.96 - $36.24 $651K - $695K
347K $12.1M
WMB
Williams Companies, Inc.

Energy
8.56K
+ 16.89%
$46.37 - $59.74 $397K - $511K
59.2K $3.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.9K
+ 23.8%
$278.19 - $315.36 $806K - $914K
15.1K $4.34M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.8K
+ 57.23%
$19.42 - $19.76 $870K - $885K
123K $2.4M
FDVV
Fidelity High Dividend ETF

ETFs
17.5K
+ 57.87%
$49.66 - $52.63 $870K - $922K
47.8K $2.39M
T
At&T Inc.

Communication Services
19.6K
+ 3.7%
$21.22 - $23.88 $415K - $467K
548K $12.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
45K
+ 14.21%
$31.23 - $33.51 $1.41M - $1.51M
362K $11.4M
COF
Capital One Financial Corp

Financial Services
2.73K
+ 21.48%
$145.19 - $192.01 $396K - $523K
15.4K $2.75M
SRE
Sempra Energy

Utilities
8.21K
+ 29.71%
$80.81 - $94.77 $663K - $778K
35.8K $3.14M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
16.2K
+ 414.0%
$51.58 - $52.91 $836K - $858K
20.1K $1.04M
HOOD
Robinhood Markets, Inc.

Technology
12.3K
+ 45.55%
$22.33 - $43.2 $274K - $530K
39.2K $1.46M
HYD
Vaneck High Yield Muni ETF

ETFs
16K
+ 333.56%
$51.09 - $53.06 $818K - $849K
20.8K $1.08M
LNT
Alliant Energy Corp

Utilities
15.2K
+ 27.91%
$56.24 - $63.63 $857K - $970K
69.9K $4.13M
PKG
Packaging Corp Of America

Consumer Cyclical
3.46K
+ 93.69%
$211.98 - $248.85 $733K - $860K
7.15K $1.61M
WM
Waste Management Inc

Industrials
5.35K
+ 10.96%
$201.79 - $228.46 $1.08M - $1.22M
54.1K $10.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.6K
+ 1.9%
$61.68 - $67.87 $780K - $858K
680K $42.4M
SKYY
First Trust Cloud Computing Et

ETFs
2.94K
+ 11.58%
$99.98 - $130.46 $294K - $384K
28.4K $3.38M
MCK
Mckesson Corp

Healthcare
250
+ 2.98%
$482.27 - $628.5 $121K - $157K
8.64K $4.92M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
6.78K
+ 5.99%
$77.98 - $84.06 $529K - $570K
120K $9.7M
SNA
Snap On Inc

Industrials
1.93K
+ 78.75%
$285.44 - $371.35 $551K - $717K
4.38K $1.49M
DEO
Diageo PLC

Consumer Defensive
7.4K
+ 56.49%
$118.0 - $139.88 $873K - $1.03M
20.5K $2.61M
DFS
Discover Financial Services

Financial Services
2.02K
+ 16.38%
$136.3 - $182.67 $276K - $370K
14.4K $2.49M
USB
Us Bancorp \De\

Financial Services
13.4K
+ 24.02%
$43.98 - $53.66 $589K - $719K
69.2K $3.31M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
33.4K
+ 208.95%
$23.11 - $25.17 $772K - $841K
49.4K $1.14M
PRF
Invesco Exchange Traded Fd Tr

ETFs
18.2K
+ 198.55%
$40.15 - $42.9 $732K - $783K
27.4K $1.11M
TJX
Tjx Companies Inc

Consumer Cyclical
4.42K
+ 7.33%
$112.15 - $127.2 $495K - $562K
64.6K $7.81M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
8.78K
+ 15.77%
$93.52 - $95.37 $821K - $837K
64.4K $6.04M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7K
+ 49.94%
$101.22 - $107.72 $708K - $754K
21K $2.15M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.7K
+ 86.7%
$22.04 - $23.08 $698K - $731K
68.2K $1.53M
RSG
Republic Services, Inc.

Industrials
3.5K
+ 16.71%
$198.0 - $218.75 $693K - $766K
24.5K $4.92M
PLD
Prologis, Inc.

Real Estate
9.11K
+ 72.38%
$101.4 - $126.96 $923K - $1.16M
21.7K $2.29M
SAP
Sap Se

Technology
2.6K
+ 89.38%
$218.13 - $255.54 $567K - $665K
5.51K $1.36M
REZ
Ishares Tr Residential And Mul

ETFs
9.43K
+ 90.96%
$79.04 - $89.77 $746K - $847K
19.8K $1.6M
SYY
Sysco Corp

Consumer Defensive
9.91K
+ 16.9%
$73.63 - $81.77 $730K - $811K
68.6K $5.24M
TMUS
T Mobile Us, Inc.

Communication Services
1.95K
+ 12.95%
$206.1 - $246.94 $402K - $482K
17K $3.75M
BSX
Boston Scientific Corp

Healthcare
6.49K
+ 56.52%
$83.62 - $91.5 $542K - $594K
18K $1.6M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.2K
+ 34.93%
$83.09 - $89.28 $598K - $643K
27.8K $2.36M
VICI
Vici Properties Inc.

Real Estate
24.2K
+ 145.86%
$28.27 - $33.19 $683K - $802K
40.7K $1.19M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.45K
+ 1.99%
$52.0 - $55.66 $335K - $359K
330K $17.6M
XEL
Xcel Energy Inc

Utilities
8.87K
+ 115.97%
$62.16 - $72.92 $551K - $647K
16.5K $1.12M
MET
Metlife Inc

Financial Services
7.63K
+ 42.58%
$78.15 - $88.25 $596K - $673K
25.5K $2.09M
TPL
Texas Pacific Land Corp

Energy
420
+ 64.71%
$915.49 - $1730.0 $385K - $727K
1.07K $1.18M
SJNK
Spdr Bloomberg Short Term High

ETFs
24.7K
+ 77.48%
$25.09 - $25.69 $620K - $635K
56.6K $1.43M
CQP
Cheniere Energy Partners, L.P.

Energy
10.7K
+ 118.73%
$48.06 - $58.87 $513K - $629K
19.7K $1.05M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.93K
+ 6.9%
$178.39 - $215.0 $345K - $416K
29.9K $5.77M
CCL
Carnival Corp

Consumer Cyclical
10.8K
+ 21.63%
$17.34 - $26.8 $187K - $289K
60.7K $1.51M
FITB
Fifth Third Bancorp

Financial Services
13.9K
+ 242.88%
$41.76 - $48.44 $580K - $672K
19.6K $828K
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email