Atria Wealth Solutions, Inc. New Holdings in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
39K
New
$44.63 - $54.44 $1.74M - $2.12M
39K $2.12M
AUSF
Global X Fds Adaptive U S Fact

ETFs
47.1K
New
$39.16 - $44.7 $1.84M - $2.1M
47.1K $2.1M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
27.8K
New
$54.03 - $67.61 $1.5M - $1.88M
27.8K $1.88M
DLTR
Dollar Tree, Inc.

Consumer Defensive
16.6K
New
$67.22 - $100.51 $1.11M - $1.66M
16.6K $1.64M
WTW
Willis Towers Watson PLC

Financial Services
3.78K
New
$295.96 - $337.43 $1.12M - $1.28M
3.78K $1.16M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
10.3K
New
$67.28 - $97.53 $692K - $1M
10.3K $1M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
30K
New
$23.76 - $32.49 $714K - $976K
30K $975K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
17.3K
New
$38.78 - $49.2 $670K - $850K
17.3K $840K
PFFA
Etfis Ser Tr I

ETFs
35.1K
New
$19.49 - $21.31 $684K - $748K
35.1K $730K
TWLO
Twilio Inc

Communication Services
5.85K
New
$81.34 - $124.36 $476K - $728K
5.85K $727K
STRL
Sterling Construction CO Inc

Industrials
2.74K
New
$104.96 - $231.51 $288K - $635K
2.74K $633K
CVNA
Carvana Co.

Consumer Cyclical
1.66K
New
$162.57 - $345.64 $270K - $574K
1.66K $560K
ACLS
Axcelis Technologies Inc

Technology
7.19K
New
$42.42 - $70.92 $305K - $510K
7.19K $500K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.8K
New
$43.65 - $45.44 $473K - $493K
10.8K $492K
BST
Black Rock Science & Technology Trust

Financial Services
12.5K
New
$29.62 - $38.3 $370K - $478K
12.5K $476K
CDC
Victory Portfolios Ii Shs Inco

ETFs
7.44K
New
$58.28 - $65.68 $434K - $489K
7.44K $474K
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.51K
New
$43.34 - $55.24 $369K - $470K
8.51K $470K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.51K
New
$153.22 - $199.8 $384K - $500K
2.51K $469K
MTZ
Mastec Inc

Industrials
2.73K
New
$106.07 - $171.99 $290K - $470K
2.73K $465K
FOXA
Fox Corp

Communication Services
8.25K
New
$47.21 - $57.04 $389K - $471K
8.25K $462K
NVT
N Vent Electric PLC

Industrials
5.66K
New
$45.2 - $73.35 $256K - $415K
5.66K $414K
RGTI
Rigetti Computing, Inc.

Technology
33K
New
$7.5 - $14.29 $248K - $472K
33K $391K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
7.78K
New
$47.03 - $48.37 $366K - $376K
7.78K $375K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
7.23K
New
$25.35 - $64.65 $183K - $467K
7.23K $360K
USVM
Victory Portfolios Ii Victorys

ETFs
4.29K
New
$69.28 - $84.0 $297K - $360K
4.29K $359K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.51K
New
$225.56 - $335.19 $340K - $505K
1.51K $358K
CDE
Coeur Mining, Inc.

Basic Materials
38.1K
New
$4.81 - $9.46 $183K - $361K
38.1K $337K
TMDX
Trans Medics Group, Inc.

Healthcare
2.44K
New
$67.67 - $143.04 $165K - $349K
2.44K $327K
MANH
Manhattan Associates Inc

Technology
1.64K
New
$143.9 - $197.47 $235K - $323K
1.64K $322K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.98K
New
$27.43 - $34.32 $246K - $308K
8.98K $307K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.42K
New
$27.82 - $46.45 $178K - $298K
6.42K $298K
LRN
Stride, Inc.

Consumer Defensive
2.03K
New
$124.45 - $160.72 $252K - $326K
2.03K $294K
PINS
Pinterest, Inc.

Communication Services
8.07K
New
$24.21 - $35.95 $195K - $290K
8.07K $289K
BJUN
Innovator U.S. Equity Buffer E

ETFs
7.25K
New
N/A
7.25K $283K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.48K
New
$86.93 - $109.64 $215K - $272K
2.48K $271K
DIOD
Diodes Inc

Technology
4.82K
New
$34.26 - $52.89 $165K - $255K
4.82K $254K
MGM
Mgm Resorts International

Consumer Cyclical
7.25K
New
$25.79 - $34.95 $187K - $253K
7.25K $249K
BRO
Brown & Brown, Inc.

Financial Services
2.24K
New
$104.48 - $124.43 $234K - $279K
2.24K $248K
URA
Global X Uranium ETF

ETFs
6.36K
New
$20.26 - $38.81 $129K - $247K
6.36K $246K
UI
Ubiquiti Inc.

Technology
600
New
$273.45 - $456.69 $164K - $274K
600 $246K
PCVX
Vaxcyte, Inc.

Healthcare
7.54K
New
$28.04 - $37.2 $211K - $280K
7.54K $245K
ESI
Element Solutions Inc

Basic Materials
10.8K
New
$17.5 - $22.96 $190K - $249K
10.8K $245K
IYJ
Ishares Tr

ETFs
1.72K
New
$115.07 - $142.31 $198K - $245K
1.72K $245K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
7.95K
New
$24.54 - $30.41 $195K - $242K
7.95K $241K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.88K
New
$49.89 - $62.13 $193K - $241K
3.88K $240K
BLBD
Blue Bird Corp

Consumer Cyclical
5.43K
New
$31.28 - $43.16 $170K - $234K
5.43K $234K
FOUR
Shift4 Payments, Inc.

Technology
2.36K
New
$72.5 - $99.11 $171K - $234K
2.36K $233K
TD
Toronto Dominion Bank

Financial Services
3.17K
New
$55.71 - $73.45 $177K - $233K
3.17K $232K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.31K
New
$157.93 - $175.89 $207K - $231K
1.31K $228K
Activity Summary
Buys All Purchases 368 New Holdings 119 Increased Positions 249 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 0 Puts 1
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