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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-8.27K
- 8.91%
$211.47 - $267.17 $1.75M - $2.21M
84.5K $17.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-80.9K
- 22.8%
$54.25 - $57.64 $4.39M - $4.66M
274K $15.1M
HD
Home Depot, Inc.

Consumer Cyclical
-8.29K
- 12.12%
$347.25 - $424.87 $2.88M - $3.52M
60.1K $22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-45.6K
- 29.26%
$100.34 - $100.68 $4.58M - $4.6M
110K $11.1M
EFV
Msci Eafe Value ETF

ETFs
-151K
- 21.59%
$51.88 - $60.73 $7.83M - $9.16M
548K $32.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-19.4K
- 8.01%
$92.71 - $107.38 $1.8M - $2.08M
223K $20.7M
IFRA
Ishares Tr

ETFs
-92.8K
- 73.7%
$44.8 - $49.25 $4.16M - $4.57M
33.1K $1.49M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8.96K
- 21.38%
$307.43 - $357.48 $2.75M - $3.2M
32.9K $10.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-58.7K
- 6.06%
$24.91 - $29.02 $1.46M - $1.7M
910K $22.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-169K
- 49.33%
$21.75 - $24.28 $3.68M - $4.11M
174K $3.84M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-32.7K
- 30.78%
$128.74 - $138.67 $4.21M - $4.54M
73.6K $9.99M
IXN
Ishares Global Information Tec

ETFs
-44.8K
- 62.44%
$75.73 - $88.4 $3.39M - $3.96M
26.9K $2.04M
QCOM
Qualcomm Inc

Technology
-25.6K
- 34.14%
$151.94 - $175.86 $3.9M - $4.51M
49.5K $7.6M
JPM
Jpmorgan Chase & CO

Financial Services
-19.6K
- 11.61%
$225.19 - $279.95 $4.42M - $5.5M
150K $36.7M
SUB
Ishares Short Term National Mu

ETFs
-36.6K
- 61.68%
$105.3 - $106.24 $3.85M - $3.89M
22.7K $2.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-59.9K
- 7.02%
$76.94 - $78.28 $4.61M - $4.69M
793K $62M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.17K
- 4.07%
$140.44 - $166.79 $867K - $1.03M
145K $20.4M
AMD
Advanced Micro Devices Inc

Technology
-12.8K
- 9.73%
$96.63 - $129.55 $1.24M - $1.66M
119K $12.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-30.6K
- 49.43%
$124.46 - $147.4 $3.81M - $4.51M
31.3K $4.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-43.3K
- 13.49%
$95.85 - $99.25 $4.15M - $4.3M
278K $27.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
-29.1K
- 20.54%
$80.08 - $92.93 $2.33M - $2.71M
113K $9.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-31.3K
- 8.22%
$126.11 - $135.06 $3.95M - $4.23M
350K $45.1M
MUB
Ishares National Muni Bond ETF

ETFs
-30K
- 9.98%
$104.71 - $107.69 $3.14M - $3.23M
270K $28.5M
VONE
Vanguard Russell 1000 ETF

ETFs
-9.26K
- 11.25%
$250.16 - $278.79 $2.32M - $2.58M
73.1K $18.6M
LMT
Lockheed Martin Corp

Industrials
-4.24K
- 11.44%
$423.19 - $506.29 $1.79M - $2.15M
32.8K $14.7M
CAT
Caterpillar Inc

Industrials
-6.74K
- 20.04%
$326.75 - $407.63 $2.2M - $2.75M
26.9K $8.88M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-18.2K
- 4.49%
$36.64 - $45.76 $666K - $832K
387K $14.5M
VOX
Vanguard Communication Service

ETFs
-18.7K
- 24.5%
$147.73 - $169.24 $2.76M - $3.16M
57.5K $8.54M
PEP
Pepsico Inc

Consumer Defensive
-20.1K
- 21.66%
$142.64 - $156.42 $2.87M - $3.14M
72.7K $10.9M
DGRO
Ishares Core Dividend Growth E

ETFs
-54.5K
- 12.81%
$60.46 - $64.42 $3.3M - $3.51M
371K $22.9M
ADBE
Adobe Inc.

Technology
-4.9K
- 25.25%
$377.84 - $464.11 $1.85M - $2.27M
14.5K $5.56M
VTI
Vanguard Total Stock Market Et

ETFs
-675
- 0.36%
$271.18 - $303.12 $183K - $205K
188K $51.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.51K
- 0.81%
$57.21 - $65.8 $315K - $362K
674K $39.4M
BAC
Bank Of America Corp

Financial Services
-54.3K
- 16.86%
$39.61 - $47.74 $2.15M - $2.59M
268K $11.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-79.9K
- 37.06%
$37.07 - $40.63 $2.96M - $3.25M
136K $5.34M
PDI
Pimco Dynamic Income Fund

Financial Services
-280K
- 15.56%
$18.51 - $20.05 $5.18M - $5.61M
1.52M $30M
TIP
Ishares Tr Tips Bd ETF

ETFs
-29.1K
- 35.19%
$106.22 - $111.09 $3.1M - $3.24M
53.7K $5.96M
SCHO
Schwab Short Term Us Treasury

ETFs
-119K
- 59.9%
$24.1 - $24.34 $2.88M - $2.9M
79.9K $1.94M
VFH
Vanguard Financial ETF

ETFs
-25K
- 20.98%
$114.07 - $127.34 $2.86M - $3.19M
94.3K $11.3M
XLE
Energy Sector Spdr

ETFs
-41.7K
- 28.64%
$85.7 - $93.96 $3.57M - $3.91M
104K $9.7M
SOXX
Ishares Semiconductor ETF

ETFs
-6.89K
- 13.3%
$188.17 - $235.81 $1.3M - $1.62M
44.9K $8.45M
BX
Blackstone Inc.

Financial Services
-7.55K
- 15.53%
$136.53 - $186.74 $1.03M - $1.41M
41.1K $5.74M
VPU
Vanguard Utilities ETF

ETFs
-19.7K
- 19.82%
$161.24 - $173.33 $3.17M - $3.41M
79.5K $13.6M
OKE
Oneok Inc

Energy
-25.3K
- 27.94%
$89.57 - $109.85 $2.27M - $2.78M
65.2K $6.47M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-119K
- 33.08%
$22.46 - $23.26 $2.67M - $2.76M
240K $5.56M
WMT
Walmart Inc.

Consumer Defensive
-20.6K
- 7.08%
$84.5 - $105.05 $1.74M - $2.16M
270K $23.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-10.3K
- 20.35%
$183.02 - $207.75 $1.88M - $2.14M
40.3K $7.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-7.39K
- 19.51%
$192.6 - $233.2 $1.42M - $1.72M
30.5K $6.02M
VIG
Vanguard Dividend Appreciation

ETFs
-13.4K
- 3.77%
N/A
341K $62.1M
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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