Atria Wealth Solutions, Inc. New Holdings in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAUM
I Shares Gold Trust Micro

ETFs
306K
New
$26.29 - $31.17 $8.05M - $9.55M
306K $9.55M
IWX
Ishares Tr Russell 200 Value E

ETFs
52.5K
New
$78.54 - $84.86 $4.13M - $4.46M
52.5K $4.32M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
36.4K
New
$46.15 - $63.53 $1.68M - $2.31M
36.4K $2.24M
VFMV
Vanguard Wellington Fd

ETFs
13.1K
New
$119.38 - $128.27 $1.56M - $1.68M
13.1K $1.66M
AVDV
American Centy ETF Tr Avantis

ETFs
16.2K
New
$63.74 - $71.96 $1.03M - $1.17M
16.2K $1.13M
XYL
Xylem Inc.

Industrials
7.42K
New
$114.02 - $132.04 $846K - $979K
7.42K $886K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
20.4K
New
$41.17 - $45.22 $841K - $924K
20.4K $867K
TSN
Tyson Foods, Inc.

Consumer Defensive
12.3K
New
$54.27 - $63.81 $669K - $786K
12.3K $786K
FXI
Ishares Tr

ETFs
20K
New
$28.65 - $38.55 $572K - $769K
20K $715K
SYM
Symbotic Inc.

Financial Services
35.4K
New
$20.16 - $33.5 $714K - $1.19M
35.4K $715K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16.4K
New
$41.74 - $43.57 $683K - $712K
16.4K $689K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
9.71K
New
$61.25 - $72.83 $595K - $707K
9.71K $686K
OUNZ
Van Eck Merk Gold Trust

ETFs
21K
New
$25.41 - $30.14 $532K - $631K
21K $631K
UGI
Ugi Corp

Utilities
17.7K
New
$28.0 - $34.16 $496K - $605K
17.7K $585K
FDS
Factset Research Systems Inc

Financial Services
1.28K
New
$427.5 - $476.51 $547K - $610K
1.28K $581K
CRDO
Credo Technology Group Holding LTD

Technology
14.4K
New
$39.45 - $85.5 $567K - $1.23M
14.4K $577K
KCE
Spdr S&P Capital Markets ETF

ETFs
4.21K
New
$122.39 - $146.44 $516K - $617K
4.21K $531K
EXPD
Expeditors International Of Washington Inc

Industrials
4.38K
New
$109.09 - $126.48 $477K - $553K
4.38K $526K
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.34K
New
$59.97 - $70.03 $500K - $584K
8.34K $523K
BKR
Baker Hughes CO

Energy
11.6K
New
$41.16 - $48.85 $476K - $565K
11.6K $508K
CCK
Crown Holdings Inc

Consumer Cyclical
5.39K
New
$78.77 - $91.74 $424K - $494K
5.39K $480K
RDW
Redwire Corp

Industrials
54.5K
New
$8.29 - $25.66 $452K - $1.4M
54.5K $451K
PFG
Principal Financial Group Inc

Financial Services
5.09K
New
$76.34 - $89.04 $388K - $453K
5.09K $429K
INSM
Insmed Inc

Healthcare
5.54K
New
$65.25 - $83.83 $362K - $465K
5.54K $422K
FOX
Fox Corp Cl B (De)

Communication Services
8.02K
New
$45.64 - $54.23 $366K - $435K
8.02K $422K
WTM
White Mountains Insurance Group LTD

Financial Services
211
New
$1818.58 - $1983.07 $384K - $418K
211 $406K
JOBY
Joby Aviation, Inc.

Industrials
66.6K
New
$5.99 - $10.27 $399K - $684K
66.6K $400K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
8.13K
New
$47.6 - $51.91 $387K - $422K
8.13K $392K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
18.3K
New
$20.2 - $20.86 $369K - $381K
18.3K $369K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.07K
New
$49.69 - $50.76 $351K - $359K
7.07K $353K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
9.4K
New
$36.14 - $40.81 $340K - $384K
9.4K $348K
MLI
Mueller Industries Inc

Industrials
4.4K
New
$76.14 - $82.67 $335K - $364K
4.4K $335K
CHRD
Oasis Petroleum Inc.

Energy
2.94K
New
$101.34 - $127.78 $298K - $375K
2.94K $330K
INOD
Innodata Inc

Technology
9.2K
New
$33.19 - $64.17 $305K - $590K
9.2K $330K
HRI
Herc Holdings Inc

Industrials
2.43K
New
$122.25 - $211.06 $297K - $513K
2.43K $326K
AVAV
Aero Vironment Inc

Industrials
2.73K
New
$119.19 - $186.12 $326K - $508K
2.73K $325K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
15.3K
New
$17.67 - $20.85 $270K - $319K
15.3K $318K
ROLL
Rbc Bearings Inc

Industrials
1.29K
New
N/A
1.29K $316K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.28K
New
$37.69 - $39.76 $312K - $329K
8.28K $314K
FCAL
First Tr Iii Calif Mun High In

ETFs
6.22K
New
$48.53 - $49.76 $302K - $310K
6.22K $302K
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.74K
New
$36.09 - $38.27 $279K - $296K
7.74K $291K
SEIC
Sei Investments CO

Financial Services
3.7K
New
$72.08 - $86.58 $266K - $320K
3.7K $286K
PHYL
Pgim ETF Tr

ETFs
8.24K
New
$34.67 - $35.44 $286K - $292K
8.24K $286K
WTS
Watts Water Technologies Inc

Industrials
1.4K
New
$195.28 - $224.67 $273K - $315K
1.4K $285K
IONQ
Ion Q, Inc.

Technology
12.9K
New
$18.27 - $51.07 $235K - $657K
12.9K $283K
JSML
Janus Detroit Str Tr Henderson

ETFs
4.63K
New
$58.87 - $69.7 $272K - $322K
4.63K $281K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3.06K
New
$91.44 - $106.54 $279K - $325K
3.06K $279K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
8.53K
New
$30.44 - $38.49 $260K - $328K
8.53K $279K
ES
Eversource Energy

Utilities
4.49K
New
$55.63 - $63.8 $250K - $286K
4.49K $278K
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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