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
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-104K
- 44.84%
$45.3 - $50.64 $4.73M - $5.29M
129K $6.31M
AVGO
Broadcom Inc.

Technology
-77.1K
- 52.78%
$146.29 - $275.65 $11.3M - $21.3M
69K $19M
IBM
International Business Machines Corp

Technology
-29.5K
- 41.36%
$221.03 - $294.78 $6.52M - $8.69M
41.8K $12.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-22.5K
- 69.09%
$210.83 - $235.28 $4.74M - $5.29M
10.1K $2.23M
VRIG
Invesco Actively Managed ETF F

ETFs
-213K
- 84.27%
$24.89 - $25.14 $5.29M - $5.34M
39.7K $993K
OKE
Oneok Inc

Energy
-51.3K
- 78.59%
$78.71 - $100.37 $4.03M - $5.15M
14K $1.14M
PLTR
Palantir Technologies Inc.

Technology
-124K
- 55.68%
$74.01 - $144.25 $9.16M - $17.9M
98.5K $13.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-51.8K
- 46.92%
$100.35 - $100.71 $5.2M - $5.22M
58.6K $5.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-118K
- 87.14%
$42.72 - $44.24 $5.04M - $5.22M
17.4K $764K
SOXX
Ishares Semiconductor ETF

ETFs
-30.9K
- 68.82%
$154.86 - $239.07 $4.79M - $7.39M
14K $3.34M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-43.1K
- 31.24%
$116.93 - $119.39 $5.04M - $5.15M
95K $11.3M
USXF
Ishares Esg Advanced Msci Usa

Technology
-110K
- 84.14%
$41.54 - $53.93 $4.56M - $5.92M
20.7K $1.12M
TJX
Tjx Companies Inc

Consumer Cyclical
-41.1K
- 68.36%
$119.13 - $135.03 $4.9M - $5.55M
19K $2.35M
EPD
Enterprise Products Partners L.P.

Energy
-140K
- 71.62%
$28.95 - $34.22 $4.05M - $4.79M
55.4K $1.72M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-179K
- 68.75%
$25.48 - $27.78 $4.56M - $4.97M
81.3K $2.16M
NEE
Nextera Energy Inc

Utilities
-68.8K
- 67.16%
$64.11 - $75.0 $4.41M - $5.16M
33.7K $2.34M
SYK
Stryker Corp

Healthcare
-13.4K
- 83.17%
$337.37 - $395.63 $4.51M - $5.29M
2.71K $1.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1.09K
- 88.88%
$4164.15 - $5789.24 $4.53M - $6.29M
136 $787K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-35.4K
- 48.11%
$121.58 - $136.74 $4.3M - $4.84M
38.2K $5.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-33.9K
- 38.56%
$180.84 - $240.32 $6.14M - $8.16M
54.1K $13M
VTWO
Vanguard Russell 2000 ETF

ETFs
-63.4K
- 56.24%
$70.56 - $87.22 $4.48M - $5.53M
49.4K $4.31M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-205K
- 68.8%
$22.4 - $23.8 $4.59M - $4.87M
92.9K $2.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-122K
- 89.94%
$34.72 - $42.74 $4.23M - $5.21M
13.6K $583K
BA
Boeing CO

Industrials
-31.7K
- 65.17%
$136.59 - $217.51 $4.33M - $6.89M
16.9K $3.55M
CAH
Cardinal Health Inc

Healthcare
-38.4K
- 67.65%
$125.0 - $168.0 $4.8M - $6.45M
18.4K $3.08M
SBUX
Starbucks Corp

Consumer Cyclical
-46.1K
- 59.72%
$79.69 - $99.41 $3.68M - $4.59M
31.1K $2.85M
TDIV
First Trust Nasdaq Technology

ETFs
-66K
- 85.2%
$64.41 - $90.17 $4.25M - $5.95M
11.5K $1.03M
IXUS
Ishares Tr

ETFs
-73.3K
- 50.75%
$62.37 - $77.63 $4.57M - $5.69M
71.2K $5.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-133K
- 65.64%
$32.66 - $40.75 $4.36M - $5.44M
69.8K $2.83M
MO
Altria Group, Inc.

Consumer Defensive
-74K
- 45.74%
$55.56 - $60.91 $4.11M - $4.51M
87.8K $5.15M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-95.6K
- 91.32%
$46.41 - $47.7 $4.44M - $4.56M
9.08K $431K
VPU
Vanguard Utilities ETF

ETFs
-28.1K
- 35.32%
$158.36 - $178.82 $4.45M - $5.02M
51.4K $9.08M
F
Ford Motor CO

Consumer Cyclical
-455K
- 84.95%
$8.69 - $10.85 $3.96M - $4.94M
80.7K $875K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-32.6K
- 78.2%
$99.37 - $134.05 $3.24M - $4.37M
9.08K $1.03M
RSG
Republic Services, Inc.

Industrials
-18.1K
- 76.97%
$227.2 - $258.07 $4.11M - $4.67M
5.42K $1.34M
PH
Parker Hannifin Corp

Industrials
-7.49K
- 74.94%
$517.23 - $700.54 $3.87M - $5.25M
2.5K $1.75M
CL
Colgate Palmolive CO

Consumer Defensive
-44.7K
- 79.72%
$87.57 - $96.0 $3.91M - $4.29M
11.4K $1.03M
DGRO
Ishares Core Dividend Growth E

ETFs
-78.5K
- 21.16%
$55.22 - $63.94 $4.34M - $5.02M
293K $18.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7.11K
- 50.61%
$390.26 - $489.06 $2.77M - $3.47M
6.93K $2.81M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-252K
- 55.03%
$14.97 - $16.79 $3.77M - $4.23M
206K $3.44M
ABT
Abbott Laboratories

Healthcare
-32.3K
- 48.11%
$123.95 - $138.08 $4M - $4.46M
34.8K $4.73M
UNP
Union Pacific Corp

Industrials
-17.2K
- 53.78%
$208.27 - $238.46 $3.59M - $4.11M
14.8K $3.41M
HTGC
Hercules Capital, Inc.

Financial Services
-216K
- 90.47%
$16.24 - $19.1 $3.5M - $4.12M
22.7K $415K
VCIT
Vanguard Intermediate Term Cor

ETFs
-52.2K
- 30.23%
$79.56 - $82.92 $4.15M - $4.33M
121K $10M
IAUM
I Shares Gold Trust Micro

ETFs
-139K
- 45.25%
$29.65 - $34.24 $4.11M - $4.75M
168K $5.53M
QCOM
Qualcomm Inc

Technology
-26.7K
- 53.99%
$124.66 - $159.48 $3.33M - $4.26M
22.8K $3.62M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-172K
- 87.14%
$22.43 - $23.23 $3.87M - $4.01M
25.4K $591K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-57.7K
- 57.7%
$63.54 - $68.5 $3.66M - $3.95M
42.3K $2.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
-17.5K
- 54.61%
$321.63 - $509.31 $5.64M - $8.93M
14.6K $7.43M
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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