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 401–450 of 1,461
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGMS | CAPITAL GRP FIXED INCM ETF T | 41K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 17K | $1M+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 46K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| EZU | ISHARES INC | 19K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 13K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 4K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $1M+ | SH |
| IFRA | ISHARES TR | 22K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 34K | $1M+ | SH |
| PSX | PHILLIPS 66 | 9K | $1M+ | SH |
| FQAL | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| O | REALTY INCOME CORP | 19K | $1M+ | SH |
| SQEW | TWO RDS SHARED TR | 32K | $1M+ | SH |
| TBIL | RBB FD INC | 21K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 9K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 8K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 9K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| USB | US BANCORP DEL | 22K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 10K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| PSLV | SPROTT PHYSICAL SILVER TR | 82K | $1M+ | SH |
| IGF | ISHARES TR | 17K | $1M+ | SH |
| FTSD | FRANKLIN ETF TR | 11K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 4K | $1M+ | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 10K | $1M+ | SH |
| IDV | ISHARES TR | 29K | $500K+ | SH |
| JULT | AIM ETF PRODUCTS TRUST | 24K | $500K+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 40K | $500K+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| BIZD | VANECK ETF TRUST | 61K | $500K+ | SH |
| MS | MORGAN STANLEY | 7K | $500K+ | SH |
| TBLL | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 45K | $500K+ | SH |
| CART | MAPLEBEAR INC | 21K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 12K | $500K+ | SH |
| TJX | TJX COS INC NEW | 8K | $500K+ | SH |
| HIMU | BLACKROCK ETF TRUST II | 20K | $500K+ | SH |
| FFTY | INNOVATOR ETFS TRUST | 30K | $500K+ | SH |
| EDV | VANGUARD WORLD FD | 14K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 62K | $500K+ | SH |