Atria Wealth Solutions, Inc. Portfolio Holdings by Sector

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ SPY IUSB VOO VEA VUG QUAL 740 stocks	$5.01 Million 64.29% of portfolio	318	402	36	-	3 Calls 2 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD QCOM MU TXN MRVL 15 stocks	$228,516 2.93% of portfolio	4	11	1	-	1 Calls 1 Puts
Consumer Electronics \| Technology AAPL AAPL SONY 3 stocks	$198,749 2.55% of portfolio	1	2	-	-	0 Calls 1 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD ORCL PANW ADBE FTNT DOX 21 stocks	$191,958 2.46% of portfolio	5	15	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT IAC YY DASH BIDU 10 stocks	$148,132 1.9% of portfolio	3	4	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ PFE AMGN MRK BMY GILD 11 stocks	$146,898 1.88% of portfolio	1	10	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI PHYS KKR BX HTGC BK GOF SPXX 139 stocks	$146,542 1.88% of portfolio	57	71	9	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA MELI EBAY SE JD CPNG JMIA 8 stocks	$115,328 1.48% of portfolio	5	2	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP DFS SOFI COF PYPL ORCC 15 stocks	$82,058 1.05% of portfolio	3	11	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A IGIC AIG ACGL ORI 6 stocks	$73,351 0.94% of portfolio	3	3	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER NOW CDNS SHOP MSTR INTU COIN 32 stocks	$70,971 0.91% of portfolio	19	13	4	-	0 Calls 1 Puts
Discount Stores \| Consumer Defensive COST WMT TGT BJ DG 5 stocks	$70,044 0.9% of portfolio	2	3	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C WFC HSBC EWBC MUFG NU 8 stocks	$64,176 0.82% of portfolio	3	5	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA GD NOC HEI LHX AXON 16 stocks	$56,864 0.73% of portfolio	8	8	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL BP SU TTE NFG PBR 8 stocks	$54,968 0.7% of portfolio	1	7	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IXJ IYR 3 stocks	$52,882 0.68% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE LNT ED AEP D ETR 19 stocks	$52,657 0.68% of portfolio	7	12	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F GM RACE NIO RIVN STLA LCID 8 stocks	$49,607 0.64% of portfolio	2	6	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA TMUS USM TDS LBRDK VOD 9 stocks	$44,192 0.57% of portfolio	4	5	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD OKE ET ENB KMI MPLX TRGP WMB 16 stocks	$43,324 0.56% of portfolio	6	10	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL CLX UL KMB CHD NWL 7 stocks	$43,172 0.55% of portfolio	3	4	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH ITW ETN EMR CMI ROK GNRC 21 stocks	$42,517 0.55% of portfolio	8	13	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP KDP CELH COKE MNST KOF 7 stocks	$36,641 0.47% of portfolio	3	4	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS PARA WBD MSGS ROKU VIACA LYV 10 stocks	$35,155 0.45% of portfolio	5	5	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX CMG YUM FWRG DPZ DRI PTLO 10 stocks	$32,219 0.41% of portfolio	6	4	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT ABT SYK ZBH BSX EW STE PACB 10 stocks	$30,939 0.4% of portfolio	5	4	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$29,615 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FISV LDOS FIS GLOB IT CTSH 13 stocks	$29,084 0.37% of portfolio	4	8	3	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS ELV CI CNC HUM 6 stocks	$25,233 0.32% of portfolio	1	5	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$22,162 0.28% of portfolio	1	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR DE OSK CNHI 5 stocks	$20,749 0.27% of portfolio	2	3	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP EOG DVN FANG TPL CTRA APA OXY 14 stocks	$19,251 0.25% of portfolio	6	8	3	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG WCN CLH 4 stocks	$19,180 0.25% of portfolio	2	2	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB TRV L ALL KNSL WTM CINF 8 stocks	$18,646 0.24% of portfolio	2	6	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL APD SHW DD ALB IFF PPG SQM 11 stocks	$18,603 0.24% of portfolio	5	6	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC USB MTB TFC WAL FFIN HDB KEY 21 stocks	$18,358 0.24% of portfolio	5	14	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI CRDO HPE TSAT ZBRA NOK 7 stocks	$16,562 0.21% of portfolio	4	3	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR IDXX MEDP MTD IQV DGX ICLR 11 stocks	$16,430 0.21% of portfolio	5	5	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS SCHW IBKR HLI XP 6 stocks	$15,775 0.2% of portfolio	3	3	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY ORLY AZO GPC BBY TSCO DKS ULTA 12 stocks	$15,175 0.19% of portfolio	4	7	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$13,680 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH MCK ABC 3 stocks	$13,639 0.17% of portfolio	-	3	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI ICE MCO CME FDS MSCI CBOE NDAQ 8 stocks	$13,078 0.17% of portfolio	4	4	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM FNV GFI NEM RGLD WPM CGAU GOLD 12 stocks	$12,501 0.16% of portfolio	2	8	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O SPG PECO KIM NNN 5 stocks	$12,386 0.16% of portfolio	1	3	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML KLAC DQ 4 stocks	$12,220 0.16% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT IRM DLR CCI HASI GLPI EQIX EPR 10 stocks	$11,468 0.15% of portfolio	2	7	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX NSC CNI WAB 5 stocks	$11,364 0.15% of portfolio	-	5	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC GNL VICI 3 stocks	$11,231 0.14% of portfolio	1	2	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$11,073 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$10,758 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB RCL CCL EXPE 5 stocks	$10,566 0.14% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AMEH HCA THC 3 stocks	$10,240 0.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU MET JXN AFL LNC PRI 6 stocks	$9,988 0.13% of portfolio	2	4	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ISRG WST RMD BAX 5 stocks	$9,815 0.13% of portfolio	2	3	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC ABR STWD FBRT RWT NRZ ARI DX 12 stocks	$9,725 0.12% of portfolio	1	11	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX NVO REGN BMRN SRPT INSM GALT MRNA 14 stocks	$9,373 0.12% of portfolio	6	6	5	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI CARR MAS 4 stocks	$8,972 0.12% of portfolio	1	3	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX PBI EXPD XPO 5 stocks	$8,841 0.11% of portfolio	2	3	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW GIS KHC CAG MKC K SJM CPB 9 stocks	$8,507 0.11% of portfolio	2	7	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST GPS DXLG 4 stocks	$8,301 0.11% of portfolio	1	3	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX VLO MPC VVV SUN 5 stocks	$7,814 0.1% of portfolio	1	4	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX DELL HPQ NTAP WDC PSTG IONQ QBTS 10 stocks	$7,168 0.09% of portfolio	4	5	2	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL OHI PEAK MPW NHI VTR DHC 7 stocks	$6,788 0.09% of portfolio	2	4	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR SFM 2 stocks	$6,657 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG MMC AON ERIE 4 stocks	$6,005 0.08% of portfolio	2	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY CVGW USFD 3 stocks	$5,631 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW FAST WSO MSM SITE AIT 6 stocks	$5,441 0.07% of portfolio	3	3	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH GLW JBL FN CTS 5 stocks	$5,006 0.06% of portfolio	4	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AES SRE BKH BIP HE ALE 6 stocks	$4,895 0.06% of portfolio	4	2	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD PSA EXR 3 stocks	$4,633 0.06% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS GPN 2 stocks	$4,509 0.06% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM VPL 2 stocks	$4,277 0.05% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT KMX AN 3 stocks	$4,221 0.05% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS HLN VTRS BHC DVAX TLRY 6 stocks	$4,068 0.05% of portfolio	2	2	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI GATX R HRI AER 5 stocks	$3,919 0.05% of portfolio	2	3	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical BZH PHM DHI NVR LEN TOL 6 stocks	$3,674 0.05% of portfolio	2	4	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA LECO SWK ROLL 4 stocks	$3,334 0.04% of portfolio	3	1	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT CHH IHG 4 stocks	$3,325 0.04% of portfolio	-	4	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT HUBB ENVX EOSE FLUX 5 stocks	$3,247 0.04% of portfolio	2	2	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB FTI BKR USAC HAL RES 6 stocks	$3,071 0.04% of portfolio	4	2	2	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG VST 2 stocks	$3,041 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA NTR CF FMC 4 stocks	$2,795 0.04% of portfolio	2	2	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE DECK 2 stocks	$2,778 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$2,690 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR ACM EME 3 stocks	$2,674 0.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD TAP 2 stocks	$2,619 0.03% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP PKG CCK AMBP 4 stocks	$2,548 0.03% of portfolio	2	2	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW ASIX 2 stocks	$2,467 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK BAH TRU 3 stocks	$2,452 0.03% of portfolio	2	1	-	-	0 Calls 0 Puts
N/A \| N/A CPZ DLY BSTZ EIC 4 stocks	$2,400 0.03% of portfolio	3	1	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$2,360 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN BMI KEYS 3 stocks	$2,250 0.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM VMC CRH.L 3 stocks	$2,138 0.03% of portfolio	1	2	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG RNW AQN 3 stocks	$2,099 0.03% of portfolio	1	2	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$2,096 0.03% of portfolio	-	2	-	-	0 Calls 0 Puts
Solar \| Technology FSLR ENPH NOVA 3 stocks	$2,074 0.03% of portfolio	2	1	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI UGI SWX 3 stocks	$1,897 0.02% of portfolio	3	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE RS CLF TX STLD 5 stocks	$1,861 0.02% of portfolio	3	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP CBRE JLL 3 stocks	$1,705 0.02% of portfolio	2	1	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$1,421 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$1,363 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL UAL SKYW LUV 4 stocks	$1,313 0.02% of portfolio	1	3	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN ADM 2 stocks	$1,252 0.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV TXG DH 3 stocks	$1,138 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials GSL SBLK ASC GOGL GASS 5 stocks	$877 0.01% of portfolio	2	2	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials RYI MLI TG 3 stocks	$809 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Shell Companies \| Financial Services SYM 1 stocks	$715 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI HAS 2 stocks	$704 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$652 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP PK HST 3 stocks	$604 0.01% of portfolio	2	1	2	-	0 Calls 0 Puts
Independent Oil & Gas \| Basic Materials PDO 1 stocks	$549 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LOPE GHC 2 stocks	$542 0.01% of portfolio	1	1	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical WYNN 1 stocks	$539 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials MAG SVM 2 stocks	$518 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services GTN FUBO SSP 3 stocks	$488 0.01% of portfolio	1	2	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE RIO 2 stocks	$472 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical DAN QS SRI 3 stocks	$464 0.01% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services TIPT 1 stocks	$428 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$413 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$400 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL HBI 2 stocks	$392 0.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$381 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$280 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$246 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$226 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$221 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$220 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical JWN 1 stocks	$207 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials EXK PLG 2 stocks	$139 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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Atria Wealth Solutions, Inc. Portfolio Holdings by Sector

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