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
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-7.29K
- 57.1%
$47.47 - $48.84 $346K - $356K
5.48K $261K
BP
Bp PLC

Energy
-17.8K
- 30.18%
$29.93 - $35.31 $532K - $628K
41.1K $1.39M
ALB
Albemarle Corp

Basic Materials
-540
- 2.45%
$69.95 - $97.49 $37.8K - $52.6K
21.5K $1.55M
NOC
Northrop Grumman Corp

Industrials
-1.59K
- 14.58%
$433.45 - $513.82 $689K - $816K
9.31K $4.77M
DSL
Double Line Income Solutions Fund

Financial Services
-27K
- 29.58%
$12.53 - $12.88 $338K - $347K
64.2K $809K
APO
Apollo Global Management, Inc.

Financial Services
-954
- 13.11%
$126.01 - $172.06 $120K - $164K
6.32K $865K
OMC
Omnicom Group Inc.

Communication Services
-3.79K
- 58.61%
$79.43 - $88.34 $301K - $335K
2.68K $221K
CMF
Ishares California Muni Bond E

ETFs
-5.75K
- 47.79%
$55.93 - $57.47 $321K - $330K
6.28K $353K
ADI
Analog Devices Inc

Technology
-969
- 7.54%
$201.56 - $243.82 $195K - $236K
11.9K $2.4M
KHC
Kraft Heinz CO

Consumer Defensive
-10.5K
- 20.42%
$28.51 - $32.22 $298K - $337K
40.7K $1.24M
GWW
W.W. Grainger, Inc.

Industrials
-140
- 4.91%
$953.54 - $1132.42 $133K - $159K
2.71K $2.68M
IWS
Ishares Russell Midcap Value E

ETFs
-1.75K
- 5.57%
$122.59 - $135.24 $215K - $237K
29.7K $3.74M
IWP
Ishares Russell Mid Cap Growth

ETFs
-907
- 3.83%
$114.9 - $139.6 $104K - $127K
22.8K $2.68M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-5.32K
- 8.03%
$30.9 - $34.79 $164K - $185K
61K $1.91M
ARKW
Ark Next Generation Internet E

ETFs
-2.06K
- 21.16%
$91.59 - $125.64 $189K - $259K
7.68K $727K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.85K
- 53.05%
$47.33 - $47.92 $324K - $328K
6.06K $288K
CNI
Canadian National Railway CO

Industrials
-2.97K
- 36.42%
$95.46 - $106.79 $283K - $317K
5.18K $504K
WAL
Western Alliance Bancorporation

Financial Services
-2.8K
- 17.53%
$72.65 - $94.0 $203K - $263K
13.2K $1.01M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.73K
- 6.38%
$48.31 - $49.23 $373K - $380K
113K $5.57M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-5.55K
- 30.23%
$40.15 - $47.73 $223K - $265K
12.8K $520K
GPN
Global Payments Inc

Industrials
-1.86K
- 19.35%
$92.18 - $113.03 $172K - $210K
7.76K $759K
SLB
Schlumberger Limited

Energy
-11.3K
- 25.18%
$38.4 - $43.74 $433K - $494K
33.5K $1.4M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-2.07K
- 37.4%
$109.48 - $136.56 $227K - $283K
3.47K $380K
NOK
Nokia Corp

Technology
-75.6K
- 73.36%
$4.43 - $5.42 $335K - $410K
27.5K $144K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-22.5K
- 7.95%
$25.54 - $27.64 $574K - $621K
260K $7.09M
CGXU
Capital Group Intl Focus Equit

ETFs
-10.9K
- 4.69%
$24.48 - $26.59 $266K - $289K
221K $5.41M
THC
Tenet Healthcare Corp

Healthcare
-2.68K
- 43.49%
$119.51 - $144.98 $320K - $388K
3.48K $467K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-12K
- 40.16%
$23.53 - $25.24 $283K - $304K
17.9K $426K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-4.22K
- 26.85%
$54.51 - $63.63 $230K - $268K
11.5K $643K
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.6K
- 28.16%
$50.44 - $58.1 $232K - $267K
11.7K $604K
SNA
Snap On Inc

Industrials
-870
- 19.85%
$324.09 - $358.62 $282K - $312K
3.51K $1.18M
LDOS
Leidos Holdings, Inc.

Technology
-1.81K
- 28.49%
$126.82 - $161.11 $229K - $291K
4.53K $611K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.54K
- 22.7%
$69.87 - $75.62 $317K - $343K
15.5K $1.12M
INTC
Intel Corp

Technology
-31.9K
- 19.98%
$19.1 - $27.39 $609K - $873K
128K $2.9M
CW
Curtiss Wright Corp

Industrials
-729
- 41.14%
$304.82 - $384.07 $222K - $280K
1.04K $330K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-47.2K
- 2.21%
$44.72 - $46.25 $2.11M - $2.18M
2.09M $96.3M
KLAC
Kla Corp

Technology
-829
- 15.41%
$636.62 - $777.63 $528K - $645K
4.55K $3.09M
CI
Cigna Corp

Healthcare
-2.05K
- 28.35%
$274.49 - $329.0 $562K - $674K
5.18K $1.7M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-5.51K
- 56.41%
$52.16 - $56.68 $287K - $312K
4.26K $237K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-7.01K
- 25.71%
$31.63 - $35.22 $222K - $247K
20.3K $647K
SYLD
Cambria Shareholder Yld ETF

ETFs
-3.97K
- 52.9%
$62.77 - $71.4 $249K - $284K
3.54K $225K
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.35K
- 50.66%
$158.1 - $217.71 $214K - $295K
1.32K $208K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.52K
- 33.16%
$39.65 - $43.35 $298K - $326K
15.2K $637K
HAL
Halliburton CO

Energy
-9.64K
- 47.33%
$24.15 - $29.9 $233K - $288K
10.7K $272K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-4.94K
- 2.37%
$7.39 - $9.09 $36.5K - $44.9K
204K $1.51M
FCX
Freeport Mcmoran Inc

Basic Materials
-6.91K
- 9.97%
$34.5 - $43.01 $238K - $297K
62.4K $2.36M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-7.13K
- 34.4%
$36.56 - $38.35 $261K - $273K
13.6K $502K
UAL
United Airlines Holdings, Inc.

Industrials
-1.12K
- 16.05%
$69.05 - $110.52 $77.5K - $124K
5.87K $405K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.43K
- 41.44%
$99.5 - $110.97 $241K - $269K
3.43K $345K
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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