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 201–250 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CALF | PACER FDS TR | 72K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 9K | $1M+ | SH |
| ICF | ISHARES TR | 46K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| SIXF | AIM ETF PRODUCTS TRUST | 94K | $1M+ | SH |
| SGOV | ISHARES TR | 28K | $1M+ | SH |
| CAT | CATERPILLAR INC | 7K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 55K | $1M+ | SH |
| BOTZ | GLOBAL X FDS | 84K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 15K | $1M+ | SH |
| FEBW | AIM ETF PRODUCTS TRUST | 84K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 51K | $1M+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 79K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 50K | $1M+ | SH |
| ARKK | ARK ETF TR | 36K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 16K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 72K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 32K | $1M+ | SH |
| PEP | PEPSICO INC | 19K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |
| ECL | ECOLAB INC | 9K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 88K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 14K | $1M+ | SH |
| FTNT | FORTINET INC | 23K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 92K | $1M+ | SH |
| FLHY | FRANKLIN TEMPLETON ETF TR | 101K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 98K | $1M+ | SH |
| MUB | ISHARES TR | 23K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 50K | $1M+ | SH |
| T | AT&T INC | 84K | $1M+ | SH |
| MAYW | AIM ETF PRODUCTS TRUST | 74K | $1M+ | SH |
| REGL | PROSHARES TR | 28K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 25K | $1M+ | SH |
| PULS | PGIM ETF TR | 46K | $1M+ | SH |
| IAGG | ISHARES TR | 45K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 28K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 21K | $1M+ | SH |
| C | CITIGROUP INC | 26K | $1M+ | SH |
| GHYB | GOLDMAN SACHS ETF TR | 49K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 10K | $1M+ | SH |
| SPGM | SPDR INDEX SHS FDS | 32K | $1M+ | SH |
| PFE | PFIZER INC | 89K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 18K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 23K | $1M+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 58K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| RTX | RTX CORPORATION | 15K | $1M+ | SH |
| LGH | NORTHERN LTS FD TR III | 39K | $1M+ | SH |