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
DT
Dynatrace, Inc.

Technology
2.68K
+ 62.98%
$47.15 - $62.42 $126K - $167K
6.93K $326K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.11K
+ 6.2%
$48.13 - $51.78 $53.5K - $57.6K
19K $969K
LYG
Lloyds Banking Group PLC

Financial Services
6.09K
+ 9.41%
$2.58 - $3.9 $15.7K - $23.7K
70.8K $270K
FNDA
Schwab Fundamental U S Small C

ETFs
9.1K
+ 13.48%
$26.87 - $30.99 $245K - $282K
76.6K $2.1M
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.48K
+ 5.96%
$35.96 - $36.72 $89.2K - $91.1K
44.1K $1.59M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
7.89K
+ 8.3%
$3.88 - $4.37 $30.6K - $34.5K
103K $450K
FGRO
Fidelity Covington Tr

ETFs
4.06K
+ 2.76%
N/A
151K $3.39M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
14.5K
+ 4.39%
$50.25 - $55.9 $729K - $811K
345K $17.7M
BIDU
Baidu, Inc.

Communication Services
669
+ 18.99%
$77.43 - $102.51 $51.8K - $68.6K
4.19K $385K
ILCV
Ishares Morningstar Value ETF

ETFs
1.02K
+ 8.43%
$79.37 - $85.24 $80.6K - $86.6K
13.1K $1.06M
IDXX
Idexx Laboratories Inc

Healthcare
115
+ 2.33%
$406.29 - $469.04 $46.7K - $53.9K
5.05K $2.12M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
2.06K
+ 1.77%
$36.57 - $37.91 $75.3K - $78.1K
118K $4.41M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
26.8K
+ 117.98%
$2.88 - $2.99 $77.2K - $80.2K
49.6K $143K
ACM
Aecom

Industrials
1.15K
+ 56.35%
$92.54 - $111.05 $106K - $127K
3.18K $294K
NUE
Nucor Corp

Basic Materials
458
+ 7.77%
$114.48 - $142.52 $52.4K - $65.3K
6.35K $764K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
973
+ 43.26%
$91.68 - $109.93 $89.2K - $107K
3.22K $301K
MNST
Monster Beverage Corp

Consumer Defensive
35
+ 0.28%
$46.16 - $58.58 $1.62K - $2.05K
12.5K $730K
CINF
Cincinnati Financial Corp

Financial Services
471
+ 30.87%
$133.67 - $147.81 $63K - $69.6K
2K $294K
FLNG
Flex Lng Ltd.

Energy
3.19K
+ 14.17%
$21.46 - $26.35 $68.4K - $84K
25.7K $590K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.83K
+ 2.43%
$13.05 - $13.97 $23.9K - $25.6K
77.2K $1.05M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
6.03K
+ 16.98%
$18.61 - $21.28 $112K - $128K
41.5K $789K
BIBL
Northern Lts Fd Tr Iv

ETFs
2K
+ 21.9%
$37.55 - $41.94 $75.3K - $84K
11.2K $428K
AEE
Ameren Corp

Utilities
139
+ 2.73%
$86.87 - $103.67 $12.1K - $14.4K
5.24K $525K
JD
Jd.Com, Inc.

Consumer Cyclical
175
+ 1.78%
$33.1 - $45.21 $5.79K - $7.91K
9.99K $410K
NFG
National Fuel Gas CO

Energy
37
+ 1.04%
$60.71 - $79.19 $2.25K - $2.93K
3.6K $285K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
7.61K
+ 9.95%
$7.89 - $8.07 $60K - $61.4K
84.1K $669K
PML
Pimco Municipal Income Fund Ii

Financial Services
8.17K
+ 11.19%
$8.04 - $8.62 $65.7K - $70.4K
81.2K $657K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
15K
+ 14.06%
$3.92 - $4.13 $58.8K - $62K
122K $484K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
4.47K
+ 26.69%
$11.34 - $12.23 $50.7K - $54.7K
21.2K $259K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
4.72K
+ 10.99%
$26.06 - $28.54 $123K - $135K
47.6K $1.25M
AVDE
American Centy ETF Tr Avantis

ETFs
645
+ 16.92%
$60.63 - $68.55 $39.1K - $44.2K
4.46K $295K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.58K
+ 8.22%
$50.93 - $57.24 $80.6K - $90.6K
20.8K $1.1M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
9.61K
+ 69.01%
$5.28 - $5.77 $50.8K - $55.5K
23.5K $135K
GGG
Graco Inc

Industrials
760
+ 9.51%
$80.53 - $87.54 $61.2K - $66.5K
8.75K $730K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.17K
+ 9.15%
$53.81 - $62.59 $62.7K - $72.9K
13.9K $778K
IBKR
Interactive Brokers Group, Inc.

Financial Services
429
+ 30.53%
$161.03 - $235.53 $69.1K - $101K
1.83K $303K
NNN
National Retail Properties, Inc.

Real Estate
1.01K
+ 16.83%
$38.0 - $43.19 $38.4K - $43.7K
7.02K $299K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
306
+ 17.72%
$110.12 - $124.59 $33.7K - $38.1K
2.03K $253K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.42K
+ 18.82%
$34.23 - $36.9 $48.4K - $52.2K
8.94K $318K
AOR
Ishares Tr Core Growth Allocat

ETFs
845
+ 5.74%
$56.63 - $59.39 $47.9K - $50.2K
15.6K $896K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
512
+ 3.66%
$47.99 - $50.13 $24.6K - $25.7K
14.5K $727K
PNW
Pinnacle West Capital Corp

Utilities
167
+ 4.84%
$81.76 - $95.25 $13.7K - $15.9K
3.62K $344K
PAXS
Pimco Access Income Fund

Financial Services
1.7K
+ 6.03%
$15.31 - $16.37 $26K - $27.8K
29.9K $479K
HAS
Hasbro, Inc.

Consumer Cyclical
465
+ 10.83%
$56.16 - $69.06 $26.1K - $32.1K
4.76K $292K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
484
+ 3.74%
$74.87 - $79.99 $36.2K - $38.7K
13.4K $1.03M
PULS
Pgim ETF Tr

ETFs
559
+ 0.44%
$49.56 - $49.78 $27.7K - $27.8K
126K $6.29M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
8.21K
+ 46.51%
$5.93 - $6.2 $48.7K - $50.9K
25.9K $155K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.03K
+ 1.65%
$44.26 - $45.22 $45.4K - $46.4K
63.1K $2.81M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.72K
+ 12.41%
$11.66 - $14.98 $20.1K - $25.8K
15.6K $212K
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
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