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 151–200 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 14K | $1M+ | SH |
| IXUS | ISHARES TR | 49K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 38K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 10K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 161K | $1M+ | SH |
| ITOT | ISHARES TR | 27K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 92K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 151K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 103K | $1M+ | SH |
| TIP | ISHARES TR | 34K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 30K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 19K | $1M+ | SH |
| MRK | MERCK & CO INC | 44K | $1M+ | SH |
| IWR | ISHARES TR | 38K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 48K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 68K | $1M+ | SH |
| IBHE | ISHARES TR | 148K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 39K | $1M+ | SH |
| TLH | ISHARES TR | 34K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 111K | $1M+ | SH |
| VAW | VANGUARD WORLD FD | 17K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 71K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 47K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 123K | $1M+ | SH |
| IBHF | ISHARES TR | 137K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 32K | $1M+ | SH |
| DIS | DISNEY WALT CO | 25K | $1M+ | SH |
| MAGS | LISTED FDS TR | 56K | $1M+ | SH |
| NFLX | NETFLIX INC | 2K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 19K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 87K | $1M+ | SH |
| IWV | ISHARES TR | 9K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 107K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 120K | $1M+ | SH |
| UL | UNILEVER PLC | 50K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 49K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 51K | $1M+ | SH |
| CSCO | CISCO SYS INC | 44K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 11K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 11K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 58K | $1M+ | SH |
| ENB | ENBRIDGE INC | 65K | $1M+ | SH |
| L | LOEWS CORP | 32K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 18K | $1M+ | SH |