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
STT
State Street Corp

Financial Services
4.98K
+ 24.19%
$84.47 - $102.23 $420K - $509K
25.6K $2.29M
EEM
Ishares Msci Emerging Markets

ETFs
3.08K
+ 4.45%
$40.81 - $45.34 $126K - $140K
72.3K $3.16M
SWX
Southwest Gas Holdings, Inc.

Utilities
3.6K
+ 99.47%
$68.42 - $78.18 $246K - $281K
7.22K $518K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.82K
+ 31.26%
$24.05 - $24.86 $236K - $244K
41.2K $1.02M
MLPX
Global X Mlp & Energy Infrastr

ETFs
968
+ 1.7%
$59.6 - $67.2 $57.7K - $65K
57.9K $3.7M
MSGS
Madison Square Garden Sports Corp.

Communication Services
1.55K
+ 100.0%
$185.75 - $223.33 $288K - $346K
3.1K $603K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.56K
+ 3.91%
$47.08 - $50.67 $121K - $130K
68.1K $3.42M
MPWR
Monolithic Power Systems Inc

Technology
471
+ 26.2%
$565.7 - $720.25 $266K - $339K
2.27K $1.32M
WCN
Waste Connections, Inc.

Industrials
834
+ 23.21%
$169.89 - $195.19 $142K - $163K
4.43K $864K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.89K
+ 108.07%
$115.79 - $154.66 $219K - $292K
3.64K $474K
IGRO
Ishares Tr International Divid

ETFs
2.04K
+ 9.24%
$66.91 - $73.87 $136K - $150K
24.1K $1.74M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.51K
+ 2.65%
$25.05 - $25.16 $213K - $214K
330K $8.3M
NTRS
Northern Trust Corp

Financial Services
2.6K
+ 87.66%
$96.09 - $113.81 $250K - $296K
5.57K $549K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.87K
+ 31.51%
$203.38 - $274.79 $380K - $514K
7.8K $1.6M
CSGP
Costar Group, Inc.

Real Estate
2.17K
+ 27.87%
$69.29 - $80.37 $150K - $174K
9.96K $788K
AOK
Ishares Tr Core Conservative A

ETFs
5.9K
+ 25.02%
$36.86 - $38.15 $217K - $225K
29.5K $1.11M
FN
Fabrinet

Technology
1.58K
+ 40.83%
$183.66 - $267.24 $291K - $423K
5.46K $1.08M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.81K
+ 22.89%
$31.09 - $34.34 $181K - $200K
31.2K $1.04M
FLS
Flowserve Corp

Industrials
5.6K
+ 96.21%
$46.47 - $64.75 $260K - $363K
11.4K $558K
MEAR
Blackrock Short Maturity Munic

ETFs
4.3K
+ 17.41%
$49.97 - $50.36 $215K - $217K
29K $1.46M
VCV
Invesco California Value Municipal Income Trust

Financial Services
28.8K
+ 11.29%
$10.54 - $11.28 $304K - $325K
284K $3.02M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.34K
+ 24.72%
$46.74 - $47.55 $203K - $206K
21.9K $1.04M
EBAY
Ebay Inc

Consumer Cyclical
1.78K
+ 11.18%
$61.61 - $70.93 $110K - $127K
17.7K $1.2M
HDB
Hdfc Bank LTD

Financial Services
2.91K
+ 38.53%
$58.06 - $66.85 $169K - $194K
10.5K $694K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
8.23K
+ 14.86%
$54.9 - $62.36 $452K - $513K
63.6K $3.54M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.14K
+ 39.02%
$178.65 - $194.73 $203K - $222K
4.06K $745K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.51K
+ 3.54%
$20.64 - $20.73 $196K - $197K
278K $5.75M
PAYC
Paycom Software, Inc.

Technology
837
+ 61.77%
$199.42 - $225.82 $167K - $189K
2.19K $478K
GRMN
Garmin LTD

Technology
664
+ 12.63%
$204.55 - $241.93 $136K - $161K
5.92K $1.29M
BIT
Black Rock Multi Sector Income Trust

Financial Services
14.5K
+ 14.43%
$14.43 - $14.85 $209K - $215K
115K $1.66M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
485
+ 1.27%
$24.11 - $28.41 $11.7K - $13.8K
38.8K $1.1M
FAST
Fastenal CO

Industrials
1.47K
+ 10.77%
$71.11 - $79.98 $104K - $117K
15.1K $1.17M
FQAL
Fidelity Covington Tr Quality

ETFs
3.33K
+ 18.42%
$63.12 - $69.13 $210K - $230K
21.4K $1.37M
EXC
Exelon Corp

Utilities
1.59K
+ 11.45%
$37.3 - $46.08 $59.4K - $73.4K
15.5K $713K
ANSS
Ansys Inc

Technology
650
+ 78.79%
$316.56 - $360.36 $206K - $234K
1.48K $466K
MCI
Barings Corporate Investors

Financial Services
97
+ 0.16%
$19.89 - $25.0 $1.93K - $2.43K
60.5K $1.42M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.93K
+ 14.99%
$58.79 - $65.0 $231K - $256K
30.2K $1.8M
PBI
Pitney Bowes Inc

Industrials
3.5K
+ 4.28%
$7.03 - $10.86 $24.6K - $38K
85.3K $772K
RACE
Ferrari N.V.

Consumer Cyclical
412
+ 67.54%
$413.73 - $508.15 $170K - $209K
1.02K $437K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.96K
+ 22.3%
$63.36 - $74.35 $251K - $294K
21.7K $1.41M
PCEF
Invesco Cef Income Composite E

ETFs
10.1K
+ 22.68%
$18.8 - $19.89 $189K - $200K
54.5K $1.03M
GBIL
Goldman Sachs Access Treasury

ETFs
1.66K
+ 4.17%
$99.85 - $100.19 $166K - $166K
41.5K $4.16M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 9.06%
$63.77 - $68.75 $218K - $235K
41.1K $2.65M
CLF
Cleveland Cliffs Inc.

Basic Materials
22.5K
+ 195.86%
$8.22 - $12.02 $185K - $270K
34K $279K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.43K
+ 98.07%
$41.78 - $50.35 $185K - $223K
8.94K $383K
FEM
First Trust Emerging Markets A

ETFs
6.49K
+ 28.15%
$21.28 - $23.9 $138K - $155K
29.5K $675K
AN
Autonation, Inc.

Consumer Cyclical
1.1K
+ 88.07%
$156.67 - $195.15 $172K - $215K
2.35K $380K
STE
Steris PLC

Healthcare
615
+ 51.81%
$202.46 - $232.74 $125K - $143K
1.8K $408K
WFG
West Fraser Timber Co., LTD

Basic Materials
2.49K
+ 86.45%
$75.63 - $92.16 $188K - $229K
5.37K $413K
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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