Atria Wealth Solutions, Inc. Reduced Holdings in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-712K
- 31.9%
$117.0 - $148.88 $83.2M - $106M
1.52M $204M
IEF
Ishares Barclays

ETFs
-307K
- 47.45%
$92.08 - $98.18 $28.2M - $30.1M
340K $31.4M
HDV
Ishares Core High Dividend ETF

ETFs
-186K
- 70.32%
$110.82 - $121.28 $20.6M - $22.6M
78.5K $8.82M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-304K
- 85.48%
$70.54 - $79.61 $21.5M - $24.2M
51.7K $3.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-195K
- 37.82%
$96.64 - $101.23 $18.9M - $19.8M
321K $31.1M
MSFT
Microsoft Corp

Technology
-39K
- 8.7%
$406.35 - $454.46 $15.9M - $17.7M
410K $173M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-200K
- 63.66%
$91.94 - $100.02 $18.4M - $20M
114K $10.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-108K
- 20.23%
$113.92 - $127.38 $12.3M - $13.7M
425K $49M
IVV
Ishares Core S&P 500 ETF

ETFs
-31.1K
- 6.62%
$570.51 - $610.59 $17.7M - $19M
439K $258M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-165K
- 7.15%
$45.07 - $47.1 $7.42M - $7.75M
2.14M $96.6M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-176K
- 82.81%
$49.28 - $52.29 $8.66M - $9.19M
36.5K $1.8M
MPWR
Monolithic Power Systems Inc

Technology
-8.55K
- 82.62%
$560.06 - $942.58 $4.79M - $8.05M
1.8K $1.06M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-64.7K
- 25.66%
$106.56 - $113.11 $6.9M - $7.32M
188K $20M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-85.9K
- 59.12%
$97.11 - $104.1 $8.34M - $8.94M
59.4K $5.81M
LLY
Eli Lilly & CO

Healthcare
-4.21K
- 9.91%
$727.2 - $932.06 $3.06M - $3.92M
38.3K $29.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-74.9K
- 51.65%
$100.22 - $100.73 $7.5M - $7.54M
70.1K $7.03M
AAPL
Apple Inc.

Technology
-109K
- 9.54%
$221.69 - $259.02 $24.2M - $28.3M
1.04M $259M
AMD
Advanced Micro Devices Inc

Technology
-9.64K
- 6.81%
$118.88 - $172.8 $1.15M - $1.66M
132K $15.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.6K
- 8.15%
$442.29 - $483.08 $5.59M - $6.1M
142K $64.6M
VHT
Vanguard Health Care ETF

ETFs
-16.5K
- 24.81%
$250.81 - $283.3 $4.13M - $4.66M
49.9K $12.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-118K
- 39.74%
$42.84 - $45.38 $5.07M - $5.37M
179K $7.71M
XLV
Select Sector Spdr Fund Health

ETFs
-17.5K
- 9.67%
$136.28 - $154.74 $2.39M - $2.72M
164K $22.5M
VAW
Vanguard Materials ETF

ETFs
-21.4K
- 41.97%
$186.91 - $215.32 $4.01M - $4.62M
29.6K $5.57M
ABBV
Abb Vie Inc.

Healthcare
-11.9K
- 7.62%
$164.99 - $203.87 $1.97M - $2.43M
144K $25.7M
VIG
Vanguard Dividend Appreciation

ETFs
-28.3K
- 7.39%
N/A
354K $64.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-85.6K
- 30.35%
$59.74 - $60.03 $5.11M - $5.14M
196K $11.7M
PEP
Pepsico Inc

Consumer Defensive
-19.6K
- 17.4%
$151.29 - $176.1 $2.96M - $3.44M
92.8K $14.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-129K
- 31.41%
$26.05 - $29.17 $3.37M - $3.78M
283K $7.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-42.9K
- 94.98%
$104.52 - $115.08 $4.49M - $4.94M
2.27K $239K
UNH
Unitedhealth Group Inc

Healthcare
-2.63K
- 6.99%
$485.52 - $625.25 $1.28M - $1.64M
35K $17.7M
DHI
Horton D R Inc

Consumer Cyclical
-19.4K
- 67.44%
$137.24 - $194.56 $2.67M - $3.78M
9.38K $1.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-72.9K
- 29.09%
$51.09 - $55.27 $3.72M - $4.03M
178K $9.08M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-92.2K
- 43.54%
$31.24 - $37.15 $2.88M - $3.42M
119K $3.84M
MRK
Merck & Co., Inc.

Healthcare
-19.8K
- 13.27%
$96.31 - $114.76 $1.91M - $2.27M
129K $12.9M
LMT
Lockheed Martin Corp

Industrials
-552
- 1.47%
$479.66 - $614.62 $265K - $339K
37K $18M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-75.1K
- 15.1%
$50.37 - $50.6 $3.78M - $3.8M
422K $21.3M
FVD
First Tr Value Line Divid Inde

ETFs
-68.8K
- 13.33%
$43.4 - $46.7 $2.99M - $3.21M
448K $19.5M
ADP
Automatic Data Processing Inc

Industrials
-15.6K
- 40.05%
$280.08 - $307.97 $4.36M - $4.79M
23.3K $6.82M
CTAS
Cintas Corp

Industrials
-16.7K
- 44.65%
$182.7 - $226.47 $3.05M - $3.78M
20.7K $3.78M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-28.4K
- 10.08%
$68.25 - $75.42 $1.94M - $2.14M
253K $17.3M
SLV
I Shares Silver Trust

ETFs
-114K
- 29.72%
$26.33 - $31.74 $2.99M - $3.6M
268K $7.07M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-130K
- 81.12%
$28.37 - $30.25 $3.69M - $3.93M
30.3K $901K
ADBE
Adobe Inc.

Technology
-4.38K
- 18.41%
$437.39 - $552.96 $1.91M - $2.42M
19.4K $8.63M
GOOGL
Alphabet Inc.

Communication Services
-63.5K
- 17.21%
$161.86 - $196.66 $10.3M - $12.5M
305K $57.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
-36.5K
- 20.44%
$87.42 - $98.06 $3.19M - $3.58M
142K $12.7M
EDV
Vanguard Extended Duration Tre

ETFs
-30.7K
- 31.27%
$67.27 - $79.67 $2.07M - $2.45M
67.5K $4.57M
AMAT
Applied Materials Inc

Technology
-8.51K
- 18.38%
$161.44 - $213.89 $1.37M - $1.82M
37.8K $6.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-56K
- 16.99%
$49.79 - $51.14 $2.79M - $2.86M
273K $13.7M
VB
Vanguard Small Cap ETF

ETFs
-14.6K
- 9.96%
$233.76 - $261.58 $3.42M - $3.83M
132K $31.8M
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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