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Atria Wealth Solutions

Latest statistics and disclosures from Atria Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, MSFT, QQQ, and represent 12.47% of Atria Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: IJH (+$31M), DYNF (+$30M), MSFT (+$25M), IVE (+$23M), IUSB (+$18M), IEF (+$16M), WMT (+$12M), IVW (+$12M), VDC (+$12M), XLF (+$11M).
Started 165 new stock positions in RHP, First Tr Exchng Traded Fd Vi, FIS, SPLB, TCRT, MARW, SYM, CORT, AVDE, ENS.
Reduced shares in these 10 stocks: BIL (-$57M), GSY (-$17M), TFLO (-$16M), IVV (-$15M), ESGU (-$11M), OEF (-$10M), EFV (-$8.4M), ROSC (-$6.7M), IEMG (-$6.7M), INTC (-$6.2M).
Sold out of its positions in Aes Corp, POWW, ACP, ATGE, JULT, OCTT, SEPT, ASTL, AQN, BFH.
Atria Wealth Solutions was a net buyer of stock by $359M.
Atria Wealth Solutions has $8.9B in assets under management (AUM), dropping by 11.00%.
Central Index Key (CIK): 0001927543

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Portfolio Holdings for Atria Wealth Solutions

Atria Wealth Solutions holds 1940 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Atria Wealth Solutions has 1940 total positions. Only the first 250 positions are shown.

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Download the Atria Wealth Solutions March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.0	$265M	-5%	503k	525.73	View chart
NVIDIA Corporation Put Option (NVDA)	2.6	$234M		259k	903.56	View chart
Apple (AAPL)	2.6	$233M		1.4M	171.48	View chart
Microsoft Corporation (MSFT)	2.4	$210M	+13%	498k	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$165M	+4%	371k	444.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$145M	-3%	277k	524.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$136M	+3%	283k	480.71	View chart
Amazon (AMZN)	1.5	$129M	+2%	715k	180.38	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$110M		319k	344.20	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$104M		638k	162.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$96M		1.9M	50.17	View chart
Ishares Tr Core Total Usd (IUSB)	1.0	$86M	+26%	1.9M	45.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$76M	+7%	418k	182.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$75M		454k	164.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$66M	+6%	156k	420.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$65M		433k	150.93	View chart
Meta Platforms Cl A (META)	0.6	$56M	-6%	116k	485.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$53M	+6%	734k	72.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$53M	+9%	203k	259.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$52M	+6%	684k	76.67	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$52M	-52%	569k	91.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$52M		468k	110.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$52M	+46%	544k	94.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$51M		332k	152.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$50M	+30%	591k	84.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$48M	+16%	510k	94.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$48M	+6%	977k	49.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$48M	+18%	829k	57.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$46M	+6%	221k	208.27	View chart
Costco Wholesale Corporation (COST)	0.5	$45M	+5%	61k	732.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$45M	+3%	454k	97.94	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$43M	+10%	739k	58.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$40M	+4%	332k	120.99	View chart
JPMorgan Chase & Co. (JPM)	0.4	$38M	+7%	190k	200.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$38M	+424%	626k	60.74	View chart
Trust For Professional Man Activepassive Us (APUE)	0.4	$38M	+4%	1.2M	32.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$38M	+6%	506k	74.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$36M	+166%	193k	186.82	View chart
Tesla Motors (TSLA)	0.4	$35M	-7%	201k	175.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$35M	-10%	436k	80.63	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$35M	+26%	625k	56.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$35M	+7%	825k	41.77	View chart
Eli Lilly & Co. (LLY)	0.4	$34M	-2%	43k	777.98	View chart
Visa Com Cl A (V)	0.4	$33M		119k	279.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.4	$31M	+13%	1.1M	27.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$31M	-12%	283k	108.92	View chart
Abbvie (ABBV)	0.3	$31M	+14%	168k	182.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$30M	+2%	132k	228.60	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$30M	NEW	672k	44.40	View chart
Chevron Corporation (CVX)	0.3	$30M	+5%	187k	157.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$29M	+3%	117k	249.86	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$29M		315k	92.41	View chart
Mastercard Incorporated Cl A (MA)	0.3	$29M		60k	481.58	View chart
Home Depot (HD)	0.3	$29M		75k	383.60	View chart
Pepsi (PEP)	0.3	$29M	+4%	163k	175.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$29M	-6%	139k	205.72	View chart
Advanced Micro Devices (AMD)	0.3	$28M	+15%	157k	180.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$28M	-2%	310k	90.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$28M		240k	116.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$27M	-9%	328k	83.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$27M	+7%	260k	103.79	View chart
Johnson & Johnson (JNJ)	0.3	$27M	+3%	168k	158.18	View chart
Procter & Gamble Company (PG)	0.3	$27M	+4%	163k	162.25	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$26M	+23%	1.4M	19.36	View chart
Merck & Co (MRK)	0.3	$26M		198k	132.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$26M	+23%	50k	524.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$26M	-4%	302k	85.65	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$26M	-17%	607k	42.23	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$25M	+2%	409k	61.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$25M	+24%	291k	86.48	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$25M		104k	238.32	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$25M	+10%	166k	147.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$24M		222k	110.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$24M	-26%	438k	54.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$24M	+13%	469k	50.45	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.3	$24M	-41%	473k	49.89	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$24M	+4%	322k	73.15	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$23M	-7%	360k	64.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$23M	-11%	304k	75.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$23M	+6%	109k	210.30	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$23M	+90%	542k	42.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$23M	-9%	292k	77.73	View chart
Broadcom (AVGO)	0.3	$23M	-3%	17k	1330.56	View chart
Adobe Systems Incorporated (ADBE)	0.2	$22M	+5%	44k	504.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$22M	+16%	220k	100.71	View chart
Verizon Communications (VZ)	0.2	$22M	+3%	524k	41.96	View chart
UnitedHealth (UNH)	0.2	$22M	-3%	44k	494.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$22M	+17%	236k	92.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$22M	+4%	161k	135.06	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$22M	+9%	201k	107.60	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$22M	+7%	660k	32.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$21M		368k	58.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$21M		62k	337.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$21M		182k	115.30	View chart
Walt Disney Company (DIS)	0.2	$21M	-4%	167k	122.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$20M	+10%	435k	45.61	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$20M	+78%	921k	21.38	View chart
Vanguard World Health Car Etf (VHT)	0.2	$19M	+102%	71k	270.53	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$19M	+2%	409k	45.48	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$19M	+9%	389k	47.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$18M	+28%	108k	169.37	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$18M	+61%	372k	49.16	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$18M	-45%	360k	50.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$18M	-11%	101k	179.11	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$18M	-12%	248k	72.33	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$18M	+8%	354k	50.38	View chart
Wal-Mart Stores (WMT)	0.2	$18M	+228%	295k	60.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$18M	+25%	325k	54.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$18M		344k	51.06	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$17M		131k	131.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$17M	-4%	181k	94.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$17M	+10%	279k	60.30	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$17M	+5%	570k	29.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$16M		389k	42.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$16M	+248%	80k	204.15	View chart
salesforce (CRM)	0.2	$16M	-3%	54k	301.51	View chart
Netflix (NFLX)	0.2	$16M	-5%	26k	607.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$16M	+7%	501k	31.99	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$16M	+39%	177k	89.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$16M		359k	44.40	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$16M	+6%	561k	28.29	View chart
Caterpillar (CAT)	0.2	$16M	+11%	43k	366.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$16M	-19%	330k	47.89	View chart
Boeing Company (BA)	0.2	$16M	-3%	82k	192.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$16M		195k	79.86	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$16M	+13%	146k	106.49	View chart
Lockheed Martin Corporation (LMT)	0.2	$15M	+2%	34k	458.13	View chart
International Business Machines (IBM)	0.2	$15M		80k	190.96	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$15M	+3%	199k	76.19	View chart
McDonald's Corporation (MCD)	0.2	$15M	+2%	53k	281.97	View chart
Coca-Cola Company (KO)	0.2	$15M	+5%	242k	61.67	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$15M	+31%	38k	397.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$15M		128k	115.81	View chart
Vanguard World Utilities Etf (VPU)	0.2	$15M	+143%	104k	142.58	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$15M	+43%	75k	195.10	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$15M	-24%	245k	59.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$15M	+6%	286k	50.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$14M	-4%	75k	191.90	View chart
Vanguard World Financials Etf (VFH)	0.2	$14M	+54%	140k	102.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$14M	+147%	63k	225.92	View chart
Qualcomm (QCOM)	0.2	$14M	-3%	84k	169.30	View chart
Vanguard World Energy Etf (VDE)	0.2	$14M		108k	131.70	View chart
Pfizer (PFE)	0.2	$14M	+3%	497k	27.75	View chart
Bank of America Corporation (BAC)	0.2	$14M	+3%	359k	37.92	View chart
Uber Technologies (UBER)	0.2	$14M	-13%	176k	76.99	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$14M	+2%	87k	155.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$13M	+75%	59k	225.01	View chart
Amgen (AMGN)	0.1	$13M		47k	284.32	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$13M	+73%	41k	317.75	View chart
At&t (T)	0.1	$13M		737k	17.60	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$13M	+230%	364k	34.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$13M	+63%	115k	110.05	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$13M	-11%	250k	50.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$13M	-9%	69k	182.69	View chart
Vanguard World Industrial Etf (VIS)	0.1	$13M	+74%	51k	244.16	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$12M	-32%	249k	50.10	View chart
American Express Company (AXP)	0.1	$12M	+6%	55k	227.69	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$12M	+27%	22k	557.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$12M	+2%	210k	58.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$12M	+92%	213k	57.57	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$12M	-2%	150k	81.78	View chart
Kkr & Co (KKR)	0.1	$12M	-2%	121k	100.59	View chart
Cadence Design Systems (CDNS)	0.1	$12M	+3%	39k	311.28	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$12M	-35%	234k	51.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$12M	+3%	138k	85.06	View chart
Starbucks Corporation (SBUX)	0.1	$12M		127k	91.39	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$12M	+19%	210k	55.23	View chart
Vanguard World Materials Etf (VAW)	0.1	$12M	+90%	56k	204.42	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$12M	-10%	264k	43.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$12M	+5%	133k	86.67	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$11M	+81%	87k	131.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$11M	+16%	142k	80.51	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$11M	-4%	106k	107.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$11M	-31%	35k	320.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$11M	+3%	194k	58.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M		114k	97.53	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$11M	+14%	283k	38.88	View chart
Applied Materials (AMAT)	0.1	$11M	+3%	53k	206.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$11M	+6%	335k	32.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$11M	-51%	94k	114.96	View chart
Oracle Corporation (ORCL)	0.1	$11M	+17%	86k	125.61	View chart
Waste Management (WM)	0.1	$11M	+9%	50k	213.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$11M	+4%	512k	20.97	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$11M	+1276%	212k	50.46	View chart
Bristol Myers Squibb (BMY)	0.1	$11M	+4%	196k	54.23	View chart
Enterprise Products Partners (EPD)	0.1	$11M	+5%	363k	29.18	View chart
Api Group Corp Com Stk (APG)	0.1	$11M	-10%	267k	39.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$10M	-2%	158k	65.65	View chart
Cisco Systems (CSCO)	0.1	$10M	-2%	208k	49.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$10M	+15%	36k	288.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$10M	-8%	76k	131.36	View chart
Astrana Health Com New (ASTH)	0.1	$10M		237k	41.99	View chart
Monolithic Power Systems (MPWR)	0.1	$9.9M	+14%	15k	678.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$9.9M	+7%	34k	286.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$9.8M	+2%	145k	67.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$9.7M	+9%	82k	118.29	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$9.7M	+4%	161k	60.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$9.7M	+15%	103k	93.73	View chart
Palo Alto Networks (PANW)	0.1	$9.6M	+25%	34k	284.13	View chart
Paccar (PCAR)	0.1	$9.5M	+3%	77k	123.88	View chart
Intel Corporation (INTC)	0.1	$9.5M	-39%	215k	44.17	View chart
Union Pacific Corporation (UNP)	0.1	$9.5M	+3%	38k	247.00	View chart
Oneok (OKE)	0.1	$9.4M	-3%	118k	80.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$9.4M	-9%	142k	65.87	View chart
Etf Opportunities Trust Idx Dynamic Fixe	0.1	$9.3M	NEW	375k	24.90	View chart
Citigroup Com New (C)	0.1	$9.2M	+4%	146k	63.24	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$9.0M	-7%	89k	101.41	View chart
Realty Income (O)	0.1	$9.0M	+12%	165k	54.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$9.0M	+6%	158k	56.59	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$9.0M	+40%	81k	110.53	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$8.9M		210k	42.57	View chart
Duke Energy Corp Com New (DUK)	0.1	$8.8M	+8%	92k	96.71	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$8.8M	+26%	88k	100.53	View chart
Abbott Laboratories (ABT)	0.1	$8.8M	+8%	78k	113.66	View chart
Servicenow (NOW)	0.1	$8.8M	+11%	12k	762.40	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$8.8M		387k	22.75	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$8.8M	-2%	153k	57.41	View chart
Comcast Corp Cl A (CMCSA)	0.1	$8.7M		201k	43.35	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$8.7M	+42%	312k	27.94	View chart
General Electric Com New (GE)	0.1	$8.7M	+8%	50k	175.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$8.7M	+5%	554k	15.73	View chart
Lowe's Companies (LOW)	0.1	$8.7M	-7%	34k	254.73	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$8.5M		85k	100.81	View chart
Thermo Fisher Scientific (TMO)	0.1	$8.5M		15k	581.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$8.4M	+4%	266k	31.62	View chart
Lam Research Corporation (LRCX)	0.1	$8.4M		8.6k	973.41	View chart
Medtronic SHS (MDT)	0.1	$8.4M	+9%	96k	87.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$8.4M	-14%	110k	76.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$8.3M	+51%	44k	187.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$8.3M	-3%	47k	175.27	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$8.3M	+3362%	158k	52.46	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$8.2M	-6%	114k	71.78	View chart
Ford Motor Company (F)	0.1	$8.1M	-3%	612k	13.28	View chart
ConocoPhillips (COP)	0.1	$8.1M	+4%	64k	127.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.1M	-2%	104k	77.31	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$8.0M	+5%	23k	346.62	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$7.9M	+5%	316k	25.05	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$7.9M	+18%	254k	31.16	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$7.9M	+4%	456k	17.30	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$7.9M	+47%	58k	136.46	View chart
Deere & Company (DE)	0.1	$7.9M		19k	410.77	View chart
Altria (MO)	0.1	$7.8M	+10%	179k	43.62	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$7.8M	+36%	113k	68.68	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$7.8M	+23%	434k	17.91	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$7.7M	+10%	111k	69.67	View chart
Northrop Grumman Corporation (NOC)	0.1	$7.7M	-20%	16k	478.68	View chart
Philip Morris International (PM)	0.1	$7.7M	+12%	84k	91.62	View chart
Yum! Brands (YUM)	0.1	$7.6M		55k	138.66	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$7.6M	+15%	7.8k	970.55	View chart
BlackRock (BLK)	0.1	$7.6M	-4%	9.1k	833.55	View chart

Past Filings by Atria Wealth Solutions

SEC 13F filings are viewable for Atria Wealth Solutions going back to 2022

Atria Wealth Solutions 2024 Q1 filed May 13, 2024
Atria Wealth Solutions 2023 Q4 filed Feb. 2, 2024
Atria Wealth Solutions 2023 Q3 filed Nov. 8, 2023
Atria Wealth Solutions 2022 Q4 restated filed Aug. 30, 2023
Atria Wealth Solutions 2023 Q1 restated filed Aug. 23, 2023
Atria Wealth Solutions 2023 Q2 filed Aug. 3, 2023
Atria Wealth Solutions 2023 Q1 restated filed June 14, 2023
Atria Wealth Solutions 2023 Q1 filed May 10, 2023
Atria Wealth Solutions 2022 Q3 restated filed Feb. 13, 2023
Atria Wealth Solutions 2022 Q4 filed Feb. 13, 2023
Atria Wealth Solutions 2022 Q3 filed Nov. 14, 2022
Atria Wealth Solutions 2022 Q2 filed Aug. 15, 2022
Atria Wealth Solutions 2022 Q1 filed May 16, 2022

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