CIK 1927543
Atria Wealth Solutions, Inc.
Institutional 13F holdings & portfolio
Holdings
1,461
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
2
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 282K | $1M+ | SH |
| AAPL | APPLE INC | 189K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 66K | $1M+ | SH |
| IVV | ISHARES TR | 53K | $1M+ | SH |
| AMZN | AMAZON COM INC | 116K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 83K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 46K | $1M+ | SH |
| IUSB | ISHARES TR | 450K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 37K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 482K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 241K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 254K | $1M+ | SH |
| IUSV | ISHARES TR | 178K | $1M+ | SH |
| IVW | ISHARES TR | 150K | $1M+ | SH |
| META | META PLATFORMS INC | 22K | $1M+ | SH |
| GOOGL | ALPHABET INC | 87K | $1M+ | SH |
| IQLT | ISHARES TR | 332K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 220K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 65K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 379K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 147K | $1M+ | SH |
| QUAL | ISHARES TR | 73K | $1M+ | SH |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 618K | $1M+ | SH |
| IEFA | ISHARES TR | 152K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 313K | $1M+ | SH |
| IVE | ISHARES TR | 62K | $1M+ | SH |
| TSLA | TESLA INC | 39K | $1M+ | SH |
| IEMG | ISHARES INC | 195K | $1M+ | SH |
| AGG | ISHARES TR | 118K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 411K | $1M+ | SH |
| GLD | SPDR GOLD TR | 35K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 206K | $1M+ | SH |
| USFR | WISDOMTREE TR | 210K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 231K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 46K | $1M+ | SH |
| EFV | ISHARES TR | 158K | $1M+ | SH |
| MBB | ISHARES TR | 106K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 198K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 128K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 33K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 88K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 131K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 67K | $1M+ | SH |
| IJH | ISHARES TR | 139K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 162K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| FDIG | FIDELITY COVINGTON TRUST | 241K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 30K | $1M+ | SH |