Atria Wealth Solutions, Inc. Reduced Holdings in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-335K
- 71.41%
$45.2 - $46.6 $15.1M - $15.6M
134K $6.21M
MUB
Ishares National Muni Bond ETF

ETFs
-146K
- 53.99%
$102.31 - $105.8 $14.9M - $15.4M
124K $13M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-248K
- 55.46%
$59.24 - $71.39 $14.7M - $17.7M
199K $14.2M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-294K
- 85.41%
$47.42 - $51.67 $14M - $15.2M
50.3K $2.55M
IWD
Ishares Russell 1000 Val ETF

ETFs
-81K
- 80.47%
$166.82 - $194.23 $13.5M - $15.7M
19.7K $3.82M
IAU
Ishares Gold Trust

ETFs
-263K
- 56.9%
$56.1 - $64.74 $14.8M - $17.1M
200K $12.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-537K
- 50.05%
$27.3 - $31.8 $14.7M - $17.1M
536K $17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-324K
- 85.61%
$44.68 - $45.96 $14.5M - $14.9M
54.5K $2.49M
XOM
Exxon Mobil Corp

Energy
-109K
- 48.13%
$99.93 - $119.04 $10.9M - $13M
117K $12.6M
PG
Procter & Gamble CO

Consumer Defensive
-78.7K
- 58.57%
$157.66 - $172.39 $12.4M - $13.6M
55.7K $8.87M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-273K
- 69.28%
$49.79 - $50.75 $13.6M - $13.9M
121K $6.14M
JNJ
Johnson & Johnson

Healthcare
-76.7K
- 48.72%
$146.36 - $159.82 $11.2M - $12.3M
80.7K $12.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-146K
- 55.57%
$79.79 - $91.42 $11.7M - $13.4M
117K $10.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-275K
- 45.27%
$45.88 - $54.4 $12.6M - $15M
333K $18.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-259K
- 49.39%
$50.1 - $51.02 $13M - $13.2M
266K $13.6M
HD
Home Depot, Inc.

Consumer Cyclical
-36.1K
- 60.04%
$335.24 - $380.78 $12.1M - $13.7M
24K $8.81M
VONE
Vanguard Russell 1000 ETF

ETFs
-53.1K
- 72.68%
$225.48 - $280.86 $12M - $14.9M
20K $5.61M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-181K
- 72.49%
$66.5 - $71.25 $12.1M - $12.9M
68.8K $4.79M
JPIE
J P Morgan Exchange Traded Fd
-278K
- 92.83%
$45.12 - $46.32 $12.6M - $12.9M
21.5K $996K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-74.4K
- 85.85%
$152.93 - $181.74 $11.4M - $13.5M
12.3K $2.23M
CVX
Chevron Corp

Energy
-65.4K
- 46.61%
$133.73 - $168.51 $8.74M - $11M
74.9K $10.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-236K
- 86.14%
$50.08 - $63.14 $11.8M - $14.9M
37.9K $2.4M
UNH
Unitedhealth Group Inc

Healthcare
-18.3K
- 56.54%
$274.35 - $599.47 $5.02M - $11M
14.1K $4.39M
XLK
Technology Sector Spdr

ETFs
-74.1K
- 49.49%
$179.73 - $253.23 $13.3M - $18.8M
75.6K $19.2M
VB
Vanguard Small Cap ETF

ETFs
-55K
- 46.89%
$193.73 - $237.37 $10.7M - $13.1M
62.3K $14.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-230K
- 97.63%
$41.05 - $48.17 $9.44M - $11.1M
5.59K $269K
MBB
Ishares Tr

ETFs
-109K
- 34.93%
$91.41 - $94.22 $9.94M - $10.2M
203K $19M
IEFA
Ishares Tr

ETFs
-157K
- 42.38%
$67.83 - $84.09 $10.6M - $13.2M
213K $17.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-201K
- 97.62%
$49.79 - $50.59 $9.99M - $10.1M
4.9K $247K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-179K
- 50.92%
$55.54 - $69.09 $9.96M - $12.4M
173K $11.9M
PFE
Pfizer Inc

Healthcare
-382K
- 66.13%
$21.59 - $24.84 $8.25M - $9.49M
196K $4.74M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-468K
- 51.48%
$22.27 - $29.21 $10.4M - $13.7M
441K $12.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-92.8K
- 47.58%
$97.29 - $105.63 $9.03M - $9.8M
102K $10.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-78.8K
- 95.43%
$108.87 - $133.04 $8.58M - $10.5M
3.77K $502K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-85.3K
- 63.21%
$108.12 - $135.04 $9.22M - $11.5M
49.6K $6.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-95.8K
- 62.1%
$100.04 - $100.54 $9.59M - $9.64M
58.5K $5.88M
MCD
Mcdonalds Corp

Consumer Cyclical
-29.1K
- 53.88%
$285.55 - $321.23 $8.31M - $9.34M
24.9K $7.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-188K
- 36.22%
$50.36 - $50.68 $9.47M - $9.53M
331K $16.8M
WM
Waste Management Inc

Industrials
-39.9K
- 74.4%
$216.47 - $242.1 $8.63M - $9.66M
13.7K $3.14M
T
At&T Inc.

Communication Services
-333K
- 60.82%
$26.33 - $28.94 $8.76M - $9.63M
214K $6.2M
KO
Coca Cola CO

Consumer Defensive
-127K
- 52.12%
$68.37 - $73.9 $8.69M - $9.39M
117K $8.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-93.4K
- 33.63%
$96.84 - $99.46 $9.05M - $9.29M
184K $18.3M
EFV
Msci Eafe Value ETF

ETFs
-183K
- 33.37%
$52.4 - $64.65 $9.58M - $11.8M
365K $23.2M
AMGN
Amgen Inc

Healthcare
-27.6K
- 70.83%
$262.28 - $309.85 $7.25M - $8.57M
11.4K $3.18M
IYW
Ishares Dj Us Tech ETF

ETFs
-78.4K
- 53.94%
$122.57 - $173.27 $9.62M - $13.6M
67K $11.6M
WMT
Walmart Inc.

Consumer Defensive
-117K
- 43.4%
$81.79 - $99.98 $9.59M - $11.7M
153K $15M
USFR
Wisdomtree Floating Rate Treas

ETFs
-170K
- 44.74%
$50.28 - $50.47 $8.56M - $8.59M
210K $10.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-103K
- 68.96%
$82.21 - $83.12 $8.49M - $8.58M
46.5K $3.85M
VZ
Verizon Communications Inc

Communication Services
-173K
- 47.13%
$41.67 - $45.62 $7.19M - $7.88M
194K $8.38M
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
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