Atria Wealth Solutions, Inc. Sells in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-520K
- 60.01%
$172.42 - $223.89 $89.6M - $116M
346K $71M
IVV
Ishares Core S&P 500 ETF

ETFs
-231K
- 54.07%
$498.8 - $620.9 $115M - $144M
196K $122M
VEA
Vanguard Ftse Developed Market

ETFs
-1.32M
- 72.13%
$45.65 - $57.01 $60.2M - $75.2M
509K $29M
VUG
Vanguard Growth ETF

ETFs
-182K
- 74.19%
$329.49 - $438.4 $60.1M - $80M
63.5K $27.8M
NVDA
Nvidia Corp

Technology
-826K
- 60.03%
$94.31 - $157.99 $77.9M - $130M
550K $86.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-117K
- 55.31%
$496.48 - $617.85 $58.3M - $72.6M
94.9K $58.6M
VTV
Vanguard Value ETF

ETFs
-347K
- 73.35%
$153.67 - $176.74 $53.3M - $61.3M
126K $22.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-629K
- 87.04%
$83.97 - $92.85 $52.8M - $58.4M
93.6K $8.26M
AMZN
Amazon Com Inc

Consumer Cyclical
-318K
- 58.72%
$167.32 - $223.3 $53.1M - $70.9M
223K $49M
MSFT
Microsoft Corp

Technology
-183K
- 56.67%
$354.56 - $497.45 $64.8M - $90.9M
140K $69.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-994K
- 47.58%
$45.12 - $46.23 $44.9M - $46M
1.1M $50.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-120K
- 43.88%
$416.06 - $551.64 $49.8M - $66.1M
153K $84.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-91.5K
- 49.25%
$456.74 - $568.03 $41.8M - $52M
94.3K $53.5M
BNDX
Vanguard Total International B

ETFs
-838K
- 79.41%
$48.77 - $49.55 $40.9M - $41.5M
217K $10.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-492K
- 62.02%
$77.74 - $78.78 $38.2M - $38.7M
301K $23.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-482K
- 52.64%
$72.02 - $73.82 $34.7M - $35.6M
434K $31.9M
COST
Costco Wholesale Corp

Consumer Defensive
-34.4K
- 76.69%
$908.13 - $1056.85 $31.2M - $36.3M
10.5K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53K
- 43.72%
$483.48 - $539.8 $25.6M - $28.6M
68.2K $33.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-571K
- 56.74%
$47.46 - $55.3 $27.1M - $31.6M
435K $24M
VIG
Vanguard Dividend Appreciation

ETFs
-169K
- 49.51%
N/A
172K $31.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-386K
- 53.71%
$82.96 - $110.1 $32M - $42.5M
332K $36.6M
META
Meta Platforms, Inc.

Communication Services
-63.3K
- 58.76%
$484.66 - $738.09 $30.7M - $46.7M
44.4K $32.8M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.44M
- 94.83%
$17.02 - $19.87 $24.5M - $28.6M
78.4K $1.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-188K
- 37.31%
$152.42 - $182.82 $28.6M - $34.3M
316K $57.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-222K
- 63.46%
$114.78 - $133.31 $25.5M - $29.6M
128K $17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-631K
- 78.67%
$39.89 - $49.46 $25.2M - $31.2M
171K $8.46M
GLD
Spdr Gold Trust

ETFs
-88.2K
- 59.0%
$273.71 - $316.29 $24.1M - $27.9M
61.3K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-805K
- 59.07%
$24.32 - $27.87 $19.6M - $22.4M
557K $14.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-410K
- 60.81%
$51.16 - $62.02 $21M - $25.4M
264K $16.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-451K
- 43.75%
$49.98 - $50.26 $22.6M - $22.7M
580K $29.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-221K
- 58.82%
$90.56 - $109.49 $20.1M - $24.2M
155K $16.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-63.6K
- 84.28%
$320.42 - $424.58 $20.4M - $27M
11.9K $5.03M
LLY
Eli Lilly & CO

Healthcare
-25.3K
- 66.07%
$713.71 - $898.95 $18M - $22.7M
13K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-234K
- 50.09%
$91.43 - $91.74 $21.4M - $21.5M
233K $21.4M
GOOG
Alphabet Inc.

Communication Services
-149K
- 62.55%
$146.58 - $180.01 $21.8M - $26.8M
89K $15.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-115K
- 46.76%
$168.34 - $195.42 $19.4M - $22.5M
131K $25.7M
XLF
Financial Sector Spdr

ETFs
-431K
- 74.97%
$43.92 - $52.37 $18.9M - $22.6M
144K $7.53M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-466K
- 52.52%
$43.53 - $54.46 $20.3M - $25.4M
421K $22.9M
MA
Mastercard Inc

Financial Services
-37K
- 77.86%
$479.92 - $590.74 $17.8M - $21.9M
10.5K $5.91M
GOOGL
Alphabet Inc.

Communication Services
-147K
- 52.18%
$144.7 - $178.6 $21.2M - $26.2M
134K $23.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-88K
- 55.81%
$221.86 - $362.89 $19.5M - $31.9M
69.7K $22.1M
ABBV
Abb Vie Inc.

Healthcare
-82.7K
- 60.03%
$170.16 - $206.27 $14.1M - $17.1M
55K $10.2M
XLV
Select Sector Spdr Fund Health

ETFs
-116K
- 77.32%
$128.77 - $144.3 $15M - $16.8M
34.1K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
-82.1K
- 54.88%
$210.28 - $289.91 $17.3M - $23.8M
67.5K $19.6M
SECT
Sector 10, Inc.

ETFs
-338K
- 75.66%
$45.25 - $58.07 $15.3M - $19.6M
109K $6.32M
EFG
Msci Eafe Growth ETF

ETFs
-175K
- 66.47%
$89.8 - $112.0 $15.7M - $19.6M
88.4K $9.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-213K
- 51.74%
$75.05 - $77.34 $16M - $16.5M
199K $15.4M
V
Visa Inc.

Financial Services
-45.8K
- 48.31%
$308.27 - $373.31 $14.1M - $17.1M
49K $17.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-169K
- 66.62%
$85.42 - $94.39 $14.4M - $16M
84.8K $7.96M
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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