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 51–100 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 31K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 158K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 23K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 37K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 53K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 141K | $1M+ | SH |
| IBDQ | ISHARES TR | 317K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 132K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 242K | $1M+ | SH |
| IUSG | ISHARES TR | 50K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 59K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 42K | $1M+ | SH |
| DGRO | ISHARES TR | 115K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 256K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| V | VISA INC | 20K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 261K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 22K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 41K | $1M+ | SH |
| WMT | WALMART INC | 71K | $1M+ | SH |
| IBDR | ISHARES TR | 286K | $1M+ | SH |
| IJR | ISHARES TR | 61K | $1M+ | SH |
| GE | GE AEROSPACE | 27K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 252K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 12K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 115K | $1M+ | SH |
| IWM | ISHARES TR | 29K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 73K | $1M+ | SH |
| SECT | NORTHERN LTS FD TR IV | 109K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| OEF | ISHARES TR | 20K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 26K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 21K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 55K | $1M+ | SH |
| PCAR | PACCAR INC | 63K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 173K | $1M+ | SH |
| IGSB | ISHARES TR | 111K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 39K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 178K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 287K | $1M+ | SH |
| MINT | PIMCO ETF TR | 56K | $1M+ | SH |
| IAUM | ISHARES GOLD TR | 168K | $1M+ | SH |
| COWZ | PACER FDS TR | 99K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 244K | $1M+ | SH |
| SIXO | AIM ETF PRODUCTS TRUST | 163K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 19K | $1M+ | SH |