Atria Wealth Solutions, Inc. Reduced Holdings in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
-4.59K
- 29.63%
$466.52 - $543.88 $2.14M - $2.5M
10.9K $5.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-28.8K
- 22.0%
$103.6 - $112.52 $2.98M - $3.24M
102K $10.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-138K
- 34.0%
$20.6 - $20.71 $2.85M - $2.87M
269K $5.55M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-67.7K
- 73.4%
$39.3 - $41.34 $2.66M - $2.8M
24.5K $966K
ISRG
Intuitive Surgical Inc

Healthcare
-6.3K
- 41.49%
$471.27 - $550.62 $2.97M - $3.47M
8.89K $4.64M
KO
Coca Cola CO

Consumer Defensive
-4.86K
- 1.91%
$61.74 - $71.71 $300K - $349K
249K $15.5M
SBUX
Starbucks Corp

Consumer Cyclical
-22.7K
- 22.19%
$87.44 - $102.5 $1.99M - $2.33M
79.7K $7.26M
BOND
Pimco Active Bond Exchange Tra

ETFs
-27.1K
- 48.04%
$90.42 - $94.5 $2.45M - $2.56M
29.3K $2.65M
PGR
Progressive Corp

Financial Services
-9.3K
- 31.88%
$239.6 - $268.88 $2.23M - $2.5M
19.9K $4.76M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-26.3K
- 24.83%
$90.66 - $99.46 $2.38M - $2.62M
79.6K $7.24M
CGDV
Capital Group Divid Value ETF

ETFs
-40.3K
- 4.51%
$35.16 - $37.12 $1.42M - $1.5M
855K $30.1M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-89.1K
- 55.71%
$23.17 - $26.26 $2.06M - $2.34M
70.8K $1.7M
VZ
Verizon Communications Inc

Communication Services
-7.93K
- 1.82%
$39.6 - $45.21 $314K - $358K
427K $17.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-28.8K
- 6.33%
$60.73 - $64.94 $1.75M - $1.87M
426K $26.1M
UBER
Uber Technologies, Inc

Technology
-548
- 0.35%
$59.93 - $86.34 $32.8K - $47.3K
157K $9.45M
COST
Costco Wholesale Corp

Consumer Defensive
-4.36K
- 7.91%
$873.59 - $994.69 $3.81M - $4.34M
50.8K $46.5M
FTCS
First Trust Capital Strength E

ETFs
-16.8K
- 5.65%
$87.62 - $94.03 $1.48M - $1.58M
281K $24.7M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-174K
- 89.19%
$12.1 - $13.52 $2.1M - $2.35M
21.1K $258K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-177K
- 93.78%
$12.12 - $13.1 $2.14M - $2.31M
11.7K $142K
SOXX
Ishares Semiconductor ETF

ETFs
-6.17K
- 10.64%
$211.27 - $239.8 $1.3M - $1.48M
51.8K $11.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-26K
- 12.2%
$33.77 - $44.09 $879K - $1.15M
187K $6.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
-11.8K
- 43.09%
$148.29 - $166.93 $1.75M - $1.97M
15.6K $2.32M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-170K
- 75.39%
$11.1 - $12.03 $1.89M - $2.05M
55.5K $625K
CGGR
Capital Group Growth ETF Shs C

ETFs
-102K
- 13.8%
$34.49 - $39.24 $3.51M - $4M
637K $23.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-24.5K
- 13.61%
$69.58 - $74.87 $1.7M - $1.83M
155K $10.9M
MCO
Moodys Corp

Financial Services
-4.09K
- 68.93%
$454.04 - $500.88 $1.86M - $2.05M
1.84K $871K
JHMM
John Hancock Multifactor Mid C

ETFs
-30.5K
- 32.47%
$59.61 - $64.8 $1.82M - $1.98M
63.5K $3.79M
CCI
Crown Castle International Corp

Real Estate
-10.7K
- 33.25%
$89.78 - $119.11 $959K - $1.27M
21.4K $1.95M
XLE
Energy Sector Spdr

ETFs
-17.4K
- 10.7%
$83.32 - $97.27 $1.45M - $1.69M
145K $12.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-33.9K
- 38.44%
$55.73 - $66.16 $1.89M - $2.25M
54.4K $3.28M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-32.5K
- 46.7%
$54.63 - $62.03 $1.78M - $2.02M
37.1K $2.06M
DHR
Danaher Corp

Healthcare
-2.72K
- 11.31%
$226.16 - $274.52 $615K - $747K
21.3K $4.9M
FTLS
First Tr Long/Short Equity ETF

ETFs
-28.8K
- 62.46%
$63.1 - $67.29 $1.82M - $1.94M
17.3K $1.14M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-17.4K
- 67.51%
$99.0 - $99.5 $1.73M - $1.74M
8.39K $832K
FTA
First Tr Large Cap Value

ETFs
-20.6K
- 39.14%
$75.21 - $83.49 $1.55M - $1.72M
32K $2.45M
VO
Vanguard Mid Cap ETF

ETFs
-6.53K
- 7.13%
$261.5 - $284.63 $1.71M - $1.86M
85K $22.5M
IYH
Ishares Tr

ETFs
-25.3K
- 84.21%
$57.53 - $65.24 $1.46M - $1.65M
4.75K $276K
FANG
Diamondback Energy, Inc.

Energy
-8.76K
- 33.18%
$153.06 - $199.5 $1.34M - $1.75M
17.6K $2.89M
NEE
Nextera Energy Inc

Utilities
-202
- 0.16%
$69.77 - $85.43 $14.1K - $17.3K
128K $9.17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.52K
- 25.92%
$396.64 - $516.74 $1M - $1.3M
7.21K $2.9M
KRE
Spdr S&P Regional Banking ETF

ETFs
-29.2K
- 75.21%
$54.6 - $68.9 $1.59M - $2.01M
9.63K $581K
PULS
Pgim ETF Tr

ETFs
-31.7K
- 20.1%
$49.51 - $49.79 $1.57M - $1.58M
126K $6.24M
DSTL
ETF Ser Solution Distillate Us

ETFs
-27.4K
- 55.17%
$54.74 - $58.88 $1.5M - $1.62M
22.3K $1.23M
HTRB
Hartford Fds Total Return Bd E

ETFs
-42K
- 41.98%
$33.33 - $35.01 $1.4M - $1.47M
58K $1.93M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-13.1K
- 51.28%
$103.53 - $112.72 $1.36M - $1.48M
12.4K $1.3M
META
Meta Platforms, Inc.

Communication Services
-6.13K
- 5.13%
$554.08 - $632.68 $3.4M - $3.88M
113K $66.9M
INTC
Intel Corp

Technology
-42.3K
- 20.97%
$19.07 - $26.23 $807K - $1.11M
159K $3.2M
CAT
Caterpillar Inc

Industrials
-1.47K
- 4.18%
$360.37 - $416.88 $529K - $612K
33.7K $12.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.1K
- 1.03%
$176.42 - $186.91 $899K - $953K
490K $87.3M
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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