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
DE
Deere & CO

Industrials
-3.07K
- 21.69%
$408.57 - $509.27 $1.25M - $1.56M
11.1K $5.2M
DHI
Horton D R Inc

Consumer Cyclical
-5.3K
- 56.54%
$125.29 - $147.65 $664K - $783K
4.08K $518K
VST
Vistra Corp.

Utilities
-4.44K
- 33.92%
$108.49 - $191.89 $482K - $853K
8.66K $1.02M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-34.6K
- 69.98%
$22.98 - $24.13 $795K - $835K
14.8K $353K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.56K
- 8.76%
$78.0 - $84.37 $667K - $722K
89.2K $7.12M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-20.4K
- 41.14%
$35.21 - $37.69 $717K - $767K
29.1K $1.04M
C
Citigroup Inc

Financial Services
-12K
- 8.77%
$67.23 - $84.63 $806K - $1.01M
125K $8.85M
TSCO
Tractor Supply CO

Consumer Cyclical
-15.3K
- 39.82%
$51.66 - $57.94 $789K - $885K
23.1K $1.27M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.9K
- 0.41%
$16.57 - $18.85 $31.5K - $35.8K
458K $7.62M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-6.07K
- 5.28%
$59.79 - $67.15 $363K - $407K
109K $6.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.5K
- 6.55%
$81.83 - $82.73 $859K - $868K
150K $12.4M
FNDX
Schwab Fundamental U S Large C

ETFs
-31.5K
- 40.87%
$23.03 - $25.01 $724K - $787K
45.5K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
-2.62K
- 7.48%
$461.52 - $548.18 $1.21M - $1.43M
32.4K $17M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-59
- 4.6%
$4295.4 - $5141.88 $253K - $303K
1.22K $5.63M
FTGC
First Trust Global Tactical CO

ETFs
-37.6K
- 26.43%
$23.95 - $25.86 $901K - $973K
105K $2.67M
HPQ
Hp Inc

Technology
-17K
- 31.83%
$27.69 - $34.72 $470K - $589K
36.3K $1.01M
EOG
Eog Resources Inc

Energy
-7.11K
- 22.12%
$120.54 - $138.05 $857K - $982K
25K $3.21M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.63K
- 40.62%
$161.05 - $222.93 $423K - $586K
3.84K $704K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-10.9K
- 13.08%
$62.72 - $71.92 $682K - $783K
72.3K $4.55M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-17.8K
- 64.85%
$39.4 - $42.61 $701K - $758K
9.64K $389K
MKC
Mccormick & CO Inc

Consumer Defensive
-9.84K
- 60.18%
$71.24 - $84.73 $701K - $834K
6.51K $535K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-36.2K
- 46.96%
$15.97 - $18.5 $578K - $670K
40.9K $661K
PHM
Pultegroup Inc

Consumer Cyclical
-6.05K
- 46.52%
$101.09 - $118.51 $611K - $717K
6.95K $714K
IHDG
Wisdomtree Tr

ETFs
-16K
- 48.11%
$43.4 - $47.51 $695K - $761K
17.3K $749K
MLM
Martin Marietta Materials Inc

Basic Materials
-1.14K
- 30.65%
$460.39 - $552.64 $526K - $632K
2.59K $1.24M
FFIN
First Financial Bankshares Inc

Financial Services
-19.1K
- 43.97%
$34.78 - $38.52 $663K - $734K
24.3K $872K
PKG
Packaging Corp Of America

Consumer Cyclical
-2.49K
- 34.81%
$192.03 - $242.13 $478K - $602K
4.66K $922K
COF
Capital One Financial Corp

Financial Services
-3.9K
- 25.29%
$163.87 - $209.82 $639K - $818K
11.5K $2.06M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-16.8K
- 9.15%
$31.51 - $33.34 $529K - $559K
167K $5.26M
CBRE
Cbre Group, Inc.

Real Estate
-5.14K
- 49.43%
$121.79 - $147.13 $626K - $756K
5.26K $687K
CMI
Cummins Inc

Industrials
-1.04K
- 10.53%
$312.92 - $386.07 $326K - $402K
8.85K $2.77M
NJUL
Innovator Growth 100 Power Buf

Technology
-10.3K
- 55.67%
$59.98 - $64.86 $618K - $668K
8.2K $492K
OXY
Occidental Petroleum Corp

Energy
-13.4K
- 53.09%
$45.45 - $52.7 $609K - $707K
11.8K $584K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-19K
- 13.7%
$39.88 - $41.33 $759K - $787K
120K $4.95M
DKNG
Draft Kings Inc.

Consumer Cyclical
-15.6K
- 44.24%
$33.21 - $53.49 $518K - $834K
19.7K $652K
STWD
Starwood Property Trust, Inc.

Real Estate
-36.8K
- 41.7%
$18.41 - $20.53 $677K - $755K
51.4K $1.02M
QLD
Proshares Ultra Qqq

ETFs
-5.07K
- 48.84%
$88.88 - $119.12 $451K - $604K
5.31K $472K
HSY
Hershey CO

Consumer Defensive
-4.08K
- 14.9%
$144.74 - $186.36 $590K - $759K
23.3K $3.98M
EMR
Emerson Electric CO

Industrials
-1.31K
- 3.75%
$108.64 - $131.17 $143K - $172K
33.8K $3.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
-25.4K
- 44.86%
$25.08 - $25.64 $637K - $651K
31.2K $785K
KMI
Kinder Morgan, Inc.

Energy
-29.9K
- 16.17%
$26.1 - $31.22 $780K - $933K
155K $4.42M
F
Ford Motor CO

Consumer Cyclical
-71.9K
- 11.83%
$9.12 - $10.43 $656K - $750K
536K $5.37M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-3.28K
- 6.34%
$68.07 - $78.99 $223K - $259K
48.4K $3.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4.47K
- 56.16%
$103.02 - $140.69 $460K - $628K
3.49K $367K
FDN
First Tr Fd Dow Jones

ETFs
-1.73K
- 14.56%
$221.38 - $266.86 $382K - $461K
10.1K $2.25M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-14.4K
- 26.11%
$39.81 - $42.17 $572K - $606K
40.7K $1.63M
DHR
Danaher Corp

Healthcare
-514
- 2.41%
$201.62 - $250.59 $104K - $129K
20.8K $4.27M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-14.4K
- 21.05%
$69.81 - $78.9 $1M - $1.14M
54K $4.21M
NEAR
Blackrock Short Maturity Bond

ETFs
-12.4K
- 57.92%
$50.4 - $50.89 $626K - $632K
9.02K $458K
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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