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
IBM
International Business Machines Corp

Technology
-9.18K
- 11.41%
$217.4 - $264.74 $2M - $2.43M
71.3K $17.7M
TIPT
Tiptree Inc.

Financial Services
-900
- 4.82%
$18.78 - $24.99 $16.9K - $22.5K
17.8K $428K
MLPA
Global X Mlp ETF

ETFs
-935
- 3.96%
$49.83 - $54.53 $46.6K - $51K
22.7K $1.21M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.39K
- 3.83%
$41.61 - $44.72 $266K - $286K
160K $6.94M
FEP
First Trust Europe Alphadex Fu

ETFs
-1.75K
- 7.91%
$35.43 - $42.94 $62.1K - $75.3K
20.4K $833K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-773
- 2.93%
$26.47 - $29.92 $20.5K - $23.1K
25.6K $748K
PFL
Pimco Income Strategy Fund

Financial Services
-1.35K
- 0.51%
$8.39 - $8.6 $11.4K - $11.6K
263K $2.26M
WSO
Watsco Inc

Industrials
-4
- 0.25%
$463.86 - $530.75 $1.86K - $2.12K
1.6K $814K
ENB
Enbridge Inc

Energy
-3.77K
- 3.13%
$41.54 - $45.45 $157K - $171K
117K $5.17M
TRGP
Targa Resources Corp.

Energy
-1.17K
- 8.72%
$178.44 - $217.22 $208K - $253K
12.2K $2.45M
RAAX
Vaneck ETF Trust Inflation All

ETFs
-460
- 1.37%
$28.3 - $30.43 $13K - $14K
33.1K $1.01M
OKTA
Okta, Inc.

Technology
-158
- 5.28%
$78.83 - $116.72 $12.5K - $18.4K
2.83K $298K
FUBO
Fubo Tv Inc.

Communication Services
-1.62K
- 3.68%
$1.41 - $5.46 $2.28K - $8.85K
42.4K $123K
AM
Antero Midstream Corp

Energy
-1.48K
- 4.42%
$15.47 - $18.04 $22.8K - $26.6K
31.9K $573K
ROP
Roper Technologies Inc

Industrials
-131
- 6.06%
$502.71 - $593.81 $65.9K - $77.8K
2.03K $1.2M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-200
- 1.34%
$45.85 - $53.59 $9.17K - $10.7K
14.7K $760K
AEP
American Electric Power CO Inc

Utilities
-5.21K
- 13.66%
$90.32 - $109.27 $471K - $569K
32.9K $3.6M
GTN
Gray Television Inc

Communication Services
-1.73K
- 2.27%
$3.21 - $5.19 $5.55K - $8.97K
74.5K $321K
MPW
Medical Properties Trust Inc

Real Estate
-24.6K
- 22.07%
$3.83 - $6.21 $94.3K - $153K
86.9K $523K
STEW
Boulder Growth & Income Fund

Financial Services
-3.16K
- 2.81%
$15.76 - $17.3 $49.8K - $54.7K
109K $1.89M
AGNC
Agnc Investment Corp.

Real Estate
-8.27K
- 1.83%
$9.12 - $10.54 $75.4K - $87.2K
444K $4.26M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-4
- 0.37%
$1227.6 - $1458.46 $4.91K - $5.83K
1.07K $1.44M
CHKP
Check Point Software Technologies LTD

Technology
-346
- 8.32%
$179.88 - $231.31 $62.2K - $80K
3.82K $869K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.31K
- 3.92%
$33.63 - $37.64 $77.8K - $87.1K
56.7K $2.1M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-183
- 0.36%
$29.06 - $32.62 $5.32K - $5.97K
50.7K $1.59M
TMUS
T Mobile Us, Inc.

Communication Services
-2.51K
- 14.76%
$211.3 - $272.83 $530K - $685K
14.5K $3.87M
RGLD
Royal Gold Inc

Basic Materials
-154
- 3.09%
$132.55 - $163.51 $20.4K - $25.2K
4.83K $789K
PSLV
Sprott Physical Silver Trust

Financial Services
-10.2K
- 7.87%
$9.86 - $11.68 $100K - $119K
119K $1.38M
VICI
Vici Properties Inc.

Real Estate
-94
- 0.23%
$28.21 - $32.68 $2.65K - $3.07K
40.6K $1.33M
L
Loews Corp

Financial Services
-910
- 2.91%
$81.13 - $91.91 $73.8K - $83.6K
30.3K $2.79M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$663000.0 - $801950.0 $663K - $802K
7 $5.59M
ABT
Abbott Laboratories

Healthcare
-10.3K
- 13.32%
$111.1 - $140.22 $1.15M - $1.45M
67.1K $8.9M
EDV
Vanguard Extended Duration Tre

ETFs
-1.16K
- 1.72%
$65.05 - $73.43 $75.5K - $85.3K
66.3K $4.72M
DTE
Dte Energy CO

Utilities
-38
- 0.41%
$117.6 - $138.27 $4.47K - $5.25K
9.21K $1.27M
TPL
Texas Pacific Land Corp

Energy
-45
- 4.21%
$1180.08 - $1431.01 $53.1K - $64.4K
1.02K $1.36M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.01K
- 1.27%
$44.68 - $46.49 $269K - $279K
469K $21.7M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-250
- 2.64%
$55.75 - $77.63 $13.9K - $19.4K
9.21K $715K
SO
Southern CO

Utilities
-9.76K
- 8.61%
$80.96 - $92.96 $790K - $907K
104K $9.52M
AMGN
Amgen Inc

Healthcare
-6.72K
- 14.7%
$258.59 - $327.36 $1.74M - $2.2M
39K $12.2M
VRSN
Verisign Inc

Technology
-301
- 4.23%
$205.1 - $254.74 $61.7K - $76.7K
6.82K $1.73M
GNL
Global Net Lease, Inc.

Real Estate
-5.95K
- 1.42%
$6.91 - $8.26 $41.1K - $49.2K
415K $3.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-231
- 9.49%
$1187.71 - $1432.58 $274K - $331K
2.2K $3.16M
SIL
Global X Silver Miners ETF

ETFs
-475
- 1.21%
$31.91 - $40.68 $15.2K - $19.3K
38.9K $1.54M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-644
- 0.46%
$114.57 - $118.14 $73.8K - $76.1K
138K $16.3M
DUK
Duke Energy Corp

Utilities
-9.48K
- 9.33%
$105.87 - $121.97 $1M - $1.16M
92.1K $11.2M
GFI
Gold Fields LTD

Basic Materials
-14.4K
- 20.98%
$13.84 - $22.09 $199K - $318K
54.3K $1.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.94K
- 1.16%
$66.9 - $71.57 $196K - $210K
250K $17.6M
SBUX
Starbucks Corp

Consumer Cyclical
-2.46K
- 3.09%
$91.75 - $115.81 $226K - $285K
77.2K $7.58M
SONY
Sony Group Corp

Technology
-2.58K
- 2.87%
$19.88 - $25.64 $51.2K - $66K
87.3K $2.22M
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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