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
EMB
Ishares Tr

ETFs
-18K
- 21.04%
$88.64 - $92.03 $1.6M - $1.66M
67.7K $6.13M
COP
Conocophillips

Energy
-17.7K
- 28.23%
$88.6 - $105.85 $1.57M - $1.88M
45.1K $4.73M
IWR
Ishares Russell Mid Cap ETF

ETFs
-14.5K
- 18.56%
$82.81 - $92.93 $1.2M - $1.34M
63.5K $5.4M
SRE
Sempra Energy

Utilities
-12.4K
- 34.72%
$67.85 - $87.67 $844K - $1.09M
23.4K $1.67M
SHOP
Shopify Inc.

Technology
-8.64K
- 15.41%
$90.59 - $129.31 $783K - $1.12M
47.4K $4.53M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-210K
- 86.78%
$6.12 - $6.74 $1.29M - $1.42M
32.1K $196K
IGV
Ishares Expanded Tech Software

ETFs
-10K
- 20.66%
$88.3 - $107.83 $884K - $1.08M
38.4K $3.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-56.2K
- 66.45%
$25.69 - $26.89 $1.44M - $1.51M
28.3K $762K
BNDX
Vanguard Total International B

ETFs
-24K
- 2.22%
$48.33 - $49.5 $1.16M - $1.19M
1.06M $51.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-37.6K
- 38.38%
$32.42 - $36.13 $1.22M - $1.36M
60.3K $1.99M
XLP
Consumer Staples Sector Spdr

ETFs
-18.1K
- 13.73%
N/A
114K $8.64M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-44.3K
- 86.89%
$30.35 - $33.16 $1.35M - $1.47M
6.69K $213K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-14.3K
- 22.18%
$93.32 - $95.35 $1.33M - $1.36M
50.1K $4.7M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-54.2K
- 85.65%
$24.6 - $24.99 $1.33M - $1.35M
9.09K $227K
IAT
Ishares Tr

ETFs
-25.7K
- 75.48%
$44.84 - $53.56 $1.15M - $1.37M
8.34K $388K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3.1K
- 20.59%
$254.58 - $302.92 $790K - $940K
12K $3.06M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-26.8K
- 18.98%
$50.82 - $52.7 $1.36M - $1.41M
114K $6.01M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.98K
- 21.88%
$65.15 - $91.81 $520K - $733K
28.5K $1.86M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-13K
- 20.49%
$94.86 - $97.12 $1.24M - $1.27M
50.6K $4.82M
ETN
Eaton Corp PLC

Industrials
-1.18K
- 7.83%
$271.83 - $371.23 $322K - $440K
13.9K $3.79M
TXN
Texas Instruments Inc

Technology
-6.28K
- 26.08%
N/A
17.8K $3.46M
DEO
Diageo PLC

Consumer Defensive
-7.2K
- 35.14%
$104.79 - $126.12 $754K - $908K
13.3K $1.39M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.72K
- 10.89%
$497.6 - $606.74 $853K - $1.04M
14K $6.99M
TGT
Target Corp

Consumer Defensive
-1.65K
- 5.12%
$103.65 - $142.5 $171K - $235K
30.6K $3.19M
UPS
United Parcel Service Inc

Industrials
-4.13K
- 9.38%
$109.66 - $136.26 $453K - $563K
40K $4.39M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.94K
- 5.69%
$96.3 - $112.23 $379K - $442K
65.3K $6.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.18K
- 24.5%
$283.24 - $338.07 $1.18M - $1.41M
12.9K $3.8M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-23.3K
- 31.9%
$49.67 - $51.43 $1.16M - $1.2M
49.7K $2.54M
CBOE
Cboe Global Markets, Inc.

Financial Services
-5.96K
- 83.55%
$190.84 - $226.29 $1.14M - $1.35M
1.17K $265K
CVX
Chevron Corp

Energy
-29.4K
- 17.34%
$146.71 - $167.97 $4.32M - $4.94M
140K $23.5M
NVO
Novo Nordisk A S

Healthcare
-5.85K
- 13.82%
$69.3 - $90.95 $405K - $532K
36.5K $2.53M
MS
Morgan Stanley

Financial Services
-5.73K
- 11.84%
$111.68 - $141.08 $640K - $808K
42.7K $4.98M
WMB
Williams Companies, Inc.

Energy
-24K
- 40.52%
$54.02 - $61.09 $1.3M - $1.47M
35.2K $2.11M
ITB
Ishares Tr

ETFs
-10.3K
- 76.34%
$93.86 - $111.45 $970K - $1.15M
3.2K $304K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-14.7K
- 30.95%
$76.77 - $82.22 $1.13M - $1.21M
32.9K $2.61M
GM
General Motors CO

Consumer Cyclical
-14.3K
- 21.44%
$45.22 - $54.92 $649K - $788K
52.6K $2.47M
VEEV
Veeva Systems Inc

Healthcare
-5.63K
- 56.39%
$210.58 - $246.8 $1.19M - $1.39M
4.36K $1.01M
TFC
Truist Financial Corp

Financial Services
-23.5K
- 44.02%
$39.48 - $48.15 $929K - $1.13M
29.9K $1.23M
ALL
Allstate Corp

Financial Services
-5.89K
- 55.28%
$180.99 - $210.18 $1.07M - $1.24M
4.77K $986K
EXR
Extra Space Storage Inc.

Real Estate
-7.08K
- 53.12%
$143.8 - $161.28 $1.02M - $1.14M
6.25K $928K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-23.9K
- 56.01%
$41.35 - $44.46 $988K - $1.06M
18.8K $792K
VDC
Vanguard Consumer Staples ETF

ETFs
-7.55K
- 9.35%
$206.54 - $226.16 $1.56M - $1.71M
73.2K $16M
AFL
Aflac Inc

Financial Services
-10.9K
- 50.23%
$100.99 - $111.19 $1.1M - $1.21M
10.8K $1.2M
VDE
Vanguard Energy ETF

ETFs
-12.4K
- 18.42%
$119.14 - $132.76 $1.47M - $1.64M
54.8K $7.1M
PH
Parker Hannifin Corp

Industrials
-1.19K
- 10.66%
$591.65 - $707.05 $705K - $843K
9.99K $6.07M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-47.6K
- 32.86%
$20.7 - $21.15 $986K - $1.01M
97.3K $2.01M
PECO
Phillips Edison & Company, Inc.

Real Estate
-26.4K
- 38.97%
$34.43 - $37.49 $908K - $989K
41.3K $1.51M
VEA
Vanguard Ftse Developed Market

ETFs
-136K
- 6.95%
$47.4 - $52.99 $6.47M - $7.23M
1.83M $92.9M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-17.4K
- 46.8%
$51.6 - $58.13 $896K - $1.01M
19.7K $1.04M
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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