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
BFH
Bread Financial Holdings, Inc.

Financial Services
3.95K
New
$41.88 - $57.12 $166K - $226K
3.95K $225K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.39K
New
$36.02 - $41.92 $194K - $226K
5.39K $225K
KORP
American Centy ETF Tr Diversif

ETFs
4.8K
New
$45.37 - $47.07 $218K - $226K
4.8K $225K
CIEN
Ciena Corp

Technology
2.75K
New
$53.5 - $83.89 $147K - $231K
2.75K $223K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.88K
New
$36.01 - $45.69 $176K - $223K
4.88K $222K
IAPR
Innovator Etfs Tr Internationa

ETFs
7.56K
New
$25.9 - $29.24 $196K - $221K
7.56K $221K
IEUS
Ishares Msci Europe Small Cap

ETFs
3.3K
New
$51.62 - $67.33 $170K - $222K
3.3K $221K
AMCR
Amcor PLC

Consumer Cyclical
24.1K
New
$8.57 - $9.81 $206K - $236K
24.1K $221K
COOP
Mr. Cooper Group Inc.

Financial Services
1.48K
New
$107.26 - $155.96 $158K - $230K
1.48K $220K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2K
New
$95.52 - $109.98 $191K - $220K
2K $216K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
8.99K
New
$19.54 - $28.28 $176K - $254K
8.99K $215K
CSWC
Capital Southwest Corp

Financial Services
9.74K
New
$17.99 - $22.44 $175K - $219K
9.74K $214K
DHS
Wisdomtree Tr U.S

ETFs
2.21K
New
$87.71 - $98.37 $194K - $217K
2.21K $212K
URTH
Ishares Msci World ETF

ETFs
1.26K
New
$136.3 - $169.38 $171K - $213K
1.26K $212K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.71K
New
$21.8 - $27.71 $168K - $214K
7.71K $212K
ENSG
Ensign Group, Inc

Healthcare
1.35K
New
$119.93 - $156.36 $162K - $211K
1.35K $208K
SBR
Sabine Royalty Trust

Energy
3.08K
New
$60.25 - $68.76 $185K - $212K
3.08K $205K
FHI
Federated Hermes, Inc.

Financial Services
4.63K
New
$35.85 - $44.32 $166K - $205K
4.63K $205K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
8.57K
New
$19.16 - $23.81 $164K - $204K
8.57K $204K
FDUS
Fidus Investment Corp

Financial Services
10.1K
New
$17.32 - $20.65 $175K - $208K
10.1K $203K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
19K
New
$9.74 - $10.75 $185K - $204K
19K $203K
NGG
National Grid PLC

Utilities
2.74K
New
$62.74 - $74.79 $172K - $205K
2.74K $203K
CENX
Century Aluminum CO

Basic Materials
11.2K
New
$13.7 - $20.12 $154K - $226K
11.2K $202K
IYM
Ishares Tr

ETFs
1.44K
New
$116.16 - $140.01 $168K - $202K
1.44K $201K
HNDL
Strategy Shs

ETFs
9.29K
New
$19.2 - $21.66 $178K - $201K
9.29K $201K
APLE
Apple Hospitality Reit, Inc.

Real Estate
17K
New
$10.66 - $12.92 $181K - $220K
17K $198K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
23.6K
New
$8.05 - $8.68 $190K - $204K
23.6K $197K
NNDM
Nano Dimension Ltd.

Technology
93.1K
New
$1.38 - $1.65 $129K - $154K
93.1K $150K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
16.4K
New
$7.81 - $9.04 $128K - $148K
16.4K $147K
CHW
Calamos Global Dynamic Income Fund

Financial Services
17.9K
New
$5.59 - $7.13 $99.9K - $127K
17.9K $127K
SSSS
Suro Capital Corp.

Financial Services
13.4K
New
$4.46 - $8.41 $59.8K - $113K
13.4K $110K
IAG
Iamgold Corp

Basic Materials
12.5K
New
$5.63 - $8.09 $70.4K - $101K
12.5K $91K
PLL
Piedmont Lithium Inc.

Basic Materials
10.2K
New
$5.34 - $8.91 $54.6K - $91.1K
10.2K $59K
LTRX
Lantronix Inc

Technology
20K
New
$1.96 - $3.0 $39.2K - $60K
20K $57K
BRSP
Bright Spire Capital, Inc.

Real Estate
10.2K
New
$4.3 - $5.59 $43.7K - $56.8K
10.2K $51K
TBLA
Taboola.Com Ltd.

Communication Services
10.1K
New
$2.54 - $3.7 $25.7K - $37.4K
10.1K $36K
URG
Ur Energy Inc

Energy
35K
New
$0.56 - $1.13 $19.6K - $39.5K
35K $36K
PLUG
Plug Power Inc

Industrials
11.7K
New
$0.7 - $1.49 $8.17K - $17.4K
11.7K $17K
Russell Invts Exchange Trade
11.8K
New
N/A
11.8K $0
Coherent Corp
10.2K
New
N/A
10.2K $0
Nextracker Inc
15.9K
New
N/A
15.9K $0
BYLD
Ishares Tr Yield Optimized Bd
9.83K
New
N/A
9.83K $0
Morgan Stanley ETF Trust
13.7K
New
N/A
13.7K $0
JPHY
Jp Morgan High Yield Research

ETFs
4.67K
New
N/A
4.67K $0
J P Morgan Exchange Traded F
9.87K
New
N/A
9.87K $0
Microalgo Inc
15.7K
New
N/A
15.7K $0
Circle Internet Group Inc
1.19K
New
N/A
1.19K $0
MODL
Victory Portfolios Ii Victorys
7.97K
New
N/A
7.97K $0
Victory Portfolios Ii
6.85K
New
N/A
6.85K $0
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