Atria Wealth Solutions, Inc. Reduced Holdings in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-170K
- 16.41%
$209.68 - $247.1 $35.7M - $42M
866K $192M
NVDA
Nvidia Corp

Technology
-144K
- 9.47%
$106.98 - $149.43 $15.4M - $21.5M
1.38M $149M
MSFT
Microsoft Corp

Technology
-87.4K
- 21.32%
$375.39 - $447.2 $32.8M - $39.1M
322K $121M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48.7K
- 20.78%
$507.05 - $563.67 $24.7M - $27.5M
186K $95.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-17.7K
- 10.1%
$222.15 - $428.22 $3.94M - $7.59M
158K $40.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-60.5K
- 10.07%
$190.26 - $242.06 $11.5M - $14.7M
541K $103M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-130K
- 65.95%
$192.82 - $222.1 $25.1M - $29M
67.3K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-37.5K
- 15.01%
$551.42 - $612.93 $20.7M - $23M
212K $119M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30.8K
- 10.15%
$468.34 - $539.52 $14.4M - $16.6M
273K $128M
IEF
Ishares Barclays

ETFs
-223K
- 65.53%
$91.17 - $95.39 $20.3M - $21.2M
117K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-11.6K
- 2.64%
$554.06 - $615.85 $6.43M - $7.14M
427K $240M
SPYG
Spdr Portfolio

ETFs
-163K
- 36.81%
$80.05 - $92.39 $13.1M - $15.1M
280K $22.5M
EFG
Msci Eafe Growth ETF

ETFs
-173K
- 39.59%
$96.1 - $106.37 $16.6M - $18.4M
264K $26.4M
GOOGL
Alphabet Inc.

Communication Services
-24.5K
- 8.02%
$154.33 - $206.19 $3.78M - $5.05M
281K $43.4M
VTV
Vanguard Value ETF

ETFs
-91.3K
- 16.19%
$167.73 - $179.21 $15.3M - $16.4M
473K $81.6M
TFLO
Ishares Treasury Floating Rate

ETFs
-228K
- 75.51%
$50.48 - $50.68 $11.5M - $11.5M
73.9K $3.74M
HYG
Ishares Tr

ETFs
-146K
- 47.0%
$78.51 - $80.11 $11.4M - $11.7M
164K $13M
AVGO
Broadcom Inc.

Technology
-6.12K
- 4.02%
$167.43 - $244.7 $1.02M - $1.5M
146K $24.5M
GOOG
Alphabet Inc.

Communication Services
-12K
- 4.79%
$156.06 - $207.71 $1.87M - $2.48M
238K $37.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-302K
- 21.95%
$29.34 - $31.31 $8.85M - $9.45M
1.07M $31.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-115K
- 30.44%
$85.55 - $94.34 $9.85M - $10.9M
263K $23.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
-39.1K
- 62.07%
$210.19 - $243.33 $8.23M - $9.52M
23.9K $5.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-48.4K
- 11.39%
$102.49 - $119.96 $4.96M - $5.81M
377K $39.4M
RDVY
First Trust Rising Dividend Ac

ETFs
-152K
- 20.96%
$57.22 - $63.39 $8.68M - $9.62M
572K $33.5M
LGOV
First Tr ETF Iv Long Duration

ETFs
-455K
- 44.09%
$20.41 - $21.7 $9.28M - $9.87M
577K $12.4M
FTCS
First Trust Capital Strength E

ETFs
-99.7K
- 35.46%
$86.39 - $91.35 $8.61M - $9.11M
181K $16.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-21.3K
- 56.82%
$333.37 - $384.99 $7.1M - $8.2M
16.2K $5.41M
XLK
Technology Sector Spdr

ETFs
-17.9K
- 10.68%
$206.38 - $242.18 $3.7M - $4.34M
150K $30.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-18.2K
- 34.61%
$408.78 - $448.82 $7.43M - $8.16M
34.4K $14.4M
VCR
Vanguard Consumer Discretionar

ETFs
-17.2K
- 46.41%
$318.51 - $391.75 $5.49M - $6.75M
19.9K $6.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-141K
- 51.42%
$49.25 - $50.66 $6.93M - $7.12M
133K $6.59M
ET
Energy Transfer LP

Energy
-342K
- 50.3%
$17.26 - $21.08 $5.91M - $7.22M
338K $6.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-11K
- 39.21%
$522.96 - $601.18 $5.76M - $6.63M
17.1K $9.11M
IWM
Ishares Russell 2000 ETF

ETFs
-22.6K
- 22.81%
$198.1 - $229.79 $4.48M - $5.2M
76.6K $15.3M
VGT
Vanguard Information Technolog

ETFs
-5.35K
- 11.63%
$542.38 - $646.34 $2.9M - $3.46M
40.6K $22M
IEFA
Ishares Tr

ETFs
-121K
- 24.64%
$69.57 - $78.65 $8.4M - $9.5M
369K $27.9M
VO
Vanguard Mid Cap ETF

ETFs
-23.2K
- 27.3%
$251.87 - $277.95 $5.85M - $6.45M
61.8K $16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-58.8K
- 31.33%
$105.1 - $109.61 $6.18M - $6.44M
129K $14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-89K
- 57.33%
$68.32 - $75.06 $6.08M - $6.68M
66.3K $4.95M
VB
Vanguard Small Cap ETF

ETFs
-15K
- 11.35%
$217.89 - $252.64 $3.27M - $3.79M
117K $26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-82.9K
- 42.88%
$74.85 - $84.89 $6.2M - $7.03M
110K $9.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-34.3K
- 20.27%
$120.29 - $134.6 $4.13M - $4.62M
135K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-58.9K
- 13.58%
$64.88 - $72.1 $3.82M - $4.24M
375K $24.6M
DDOG
Datadog, Inc.

Technology
-32.6K
- 76.39%
$98.68 - $151.89 $3.21M - $4.95M
10.1K $998K
VGSH
Vanguard

ETFs
-87.5K
- 47.96%
$58.07 - $58.69 $5.08M - $5.14M
95K $5.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-69.7K
- 21.54%
$87.68 - $94.52 $6.11M - $6.59M
254K $23.8M
DASH
Door Dash, Inc.

Communication Services
-29.3K
- 91.42%
$168.37 - $213.38 $4.94M - $6.26M
2.75K $503K
META
Meta Platforms, Inc.

Communication Services
-5.71K
- 5.04%
$576.36 - $736.67 $3.29M - $4.21M
108K $62.1M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-32.8K
- 35.36%
$110.9 - $132.93 $3.64M - $4.36M
60K $6.82M
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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