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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.84K
- 1.44%
$91.45 - $91.75 $625K - $627K
467K $42.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.49K
- 6.95%
$112.81 - $126.16 $507K - $567K
60.1K $7.33M
NXPI
Nxp Semiconductors N.V.

Technology
-1.78K
- 22.08%
$189.99 - $245.86 $339K - $438K
6.29K $1.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.8K
- 2.37%
$21.23 - $23.75 $144K - $161K
280K $6.02M
SPMD
Spdr Portfolio

ETFs
-8.29K
- 53.12%
$50.21 - $57.73 $416K - $479K
7.32K $374K
VV
Vanguard Large Cap ETF

ETFs
-445
- 1.55%
$253.32 - $282.66 $113K - $126K
28.3K $7.27M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-3.09K
- 61.89%
$131.51 - $149.24 $407K - $462K
1.91K $253K
GLW
Corning Inc

Technology
-8.95K
- 26.83%
$44.91 - $54.25 $402K - $486K
24.4K $1.12M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-13.6K
- 14.69%
$67.08 - $76.14 $911K - $1.03M
78.9K $5.81M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-10.1K
- 45.06%
$46.86 - $50.66 $472K - $510K
12.3K $595K
IIGD
Invesco Exch Trd Self Indexed

ETFs
-20K
- 21.05%
$24.07 - $24.52 $481K - $490K
75K $1.84M
FISV
Fiserv Inc

Technology
-3.68K
- 18.25%
N/A
16.5K $2.06M
SAP
Sap Se

Technology
-2.17K
- 39.29%
$241.4 - $293.69 $523K - $636K
3.35K $898K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-27K
- 11.71%
$33.84 - $37.77 $912K - $1.02M
203K $7.4M
FTC
First Tr Lge Cap Growth

ETFs
-3.2K
- 58.14%
$127.87 - $148.89 $409K - $476K
2.3K $302K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-21.8K
- 30.78%
$23.43 - $25.55 $511K - $557K
49K $1.25M
VZ
Verizon Communications Inc

Communication Services
-60.4K
- 14.15%
$37.81 - $46.49 $2.28M - $2.81M
366K $16.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.03K
- 1.6%
$39.97 - $48.7 $41.2K - $50.3K
63.3K $2.53M
NTAP
Net App, Inc.

Technology
-1.57K
- 14.33%
$87.84 - $126.3 $137K - $198K
9.35K $821K
CQP
Cheniere Energy Partners, L.P.

Energy
-10.6K
- 53.77%
$55.42 - $67.71 $587K - $717K
9.1K $600K
IR
Ingersoll Rand Inc.

Industrials
-4.07K
- 37.11%
$79.44 - $94.23 $323K - $383K
6.89K $551K
UNP
Union Pacific Corp

Industrials
-3.08K
- 8.76%
$225.21 - $254.42 $694K - $784K
32.1K $7.58M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-38.8K
- 69.94%
$11.13 - $11.61 $432K - $451K
16.7K $186K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-5.37K
- 11.06%
$78.12 - $83.7 $419K - $449K
43.1K $3.48M
IAK
Ishares Tr

ETFs
-3.49K
- 67.44%
$121.85 - $137.9 $426K - $482K
1.69K $232K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-8.42K
- 34.09%
$46.06 - $49.24 $388K - $415K
16.3K $759K
VHT
Vanguard Health Care ETF

ETFs
-3.67K
- 7.36%
$254.06 - $273.83 $932K - $1M
46.2K $12.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-982
- 35.68%
$416.48 - $494.72 $409K - $486K
1.77K $861K
MPC
Marathon Petroleum Corp

Energy
-3.46K
- 24.84%
$134.72 - $159.03 $467K - $551K
10.5K $1.53M
MSI
Motorola Solutions, Inc.

Technology
-528
- 7.0%
$411.73 - $482.1 $217K - $255K
7.02K $3.07M
WFC
Wells Fargo & Company

Financial Services
-7.85K
- 8.11%
$66.78 - $81.42 $524K - $639K
89K $6.39M
XEL
Xcel Energy Inc

Utilities
-6.57K
- 39.81%
$63.37 - $72.1 $417K - $474K
9.94K $703K
PSTG
Pure Storage, Inc.

Technology
-2.53K
- 14.55%
$44.27 - $72.37 $112K - $183K
14.8K $656K
IP
International Paper CO

Consumer Cyclical
-7.42K
- 26.93%
$49.38 - $60.09 $366K - $446K
20.1K $1.07M
HUBS
Hubspot Inc

Technology
-385
- 25.51%
$571.29 - $819.71 $220K - $316K
1.12K $642K
RWAY
Runway Growth Finance Corp.

Financial Services
-34.7K
- 46.41%
$10.35 - $11.63 $359K - $404K
40.1K $415K
FICO
Fair Isaac Corp

Technology
-139
- 13.87%
$1695.35 - $2030.47 $236K - $282K
863 $1.59M
IDU
Ishares Tr U S Utils ETF

ETFs
-4.53K
- 39.67%
$95.33 - $102.77 $432K - $466K
6.9K $699K
ARCC
Ares Capital Corp

Financial Services
-19.9K
- 12.05%
$21.28 - $23.81 $423K - $474K
145K $3.22M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-6.66K
- 25.12%
$55.41 - $60.74 $369K - $404K
19.8K $1.12M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-8.22K
- 39.7%
$33.65 - $43.06 $277K - $354K
12.5K $420K
EIX
Edison International

Utilities
-1K
- 6.4%
$50.06 - $80.01 $50.1K - $80.1K
14.6K $862K
DLY
Double Line Yield Opportunities Fund

N/A
-24.9K
- 31.85%
$15.8 - $16.38 $393K - $408K
53.2K $857K
FCNCA
First Citizens Bancshares Inc

Financial Services
-162
- 53.64%
$1728.36 - $2231.14 $280K - $361K
140 $259K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-46.6K
- 62.95%
$8.57 - $10.13 $399K - $472K
27.4K $262K
DAL
Delta Air Lines, Inc.

Industrials
-3.18K
- 22.97%
$43.6 - $69.06 $138K - $219K
10.6K $464K
WHR
Whirlpool Corp

Consumer Cyclical
-2.71K
- 52.55%
$88.58 - $133.14 $240K - $361K
2.45K $220K
IWV
Ishares Russell 3000 ETF

ETFs
-538
- 4.75%
$313.1 - $349.83 $168K - $188K
10.8K $3.43M
ROK
Rockwell Automation, Inc

Industrials
-345
- 3.56%
$255.29 - $303.75 $88.1K - $105K
9.35K $2.41M
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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