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
VGIT
Vanguard Intermediate Term Tre

ETFs
-11.1K
- 12.22%
$57.78 - $60.4 $640K - $669K
79.5K $4.61M
LNG
Cheniere Energy, Inc.

Energy
-6.13K
- 46.64%
$181.07 - $225.92 $1.11M - $1.39M
7.01K $1.51M
YUM
Yum Brands Inc

Consumer Cyclical
-5.62K
- 34.85%
$130.36 - $139.54 $733K - $785K
10.5K $1.41M
HYLS
First Tr Tactical High Yield L

ETFs
-19.1K
- 31.45%
$41.29 - $42.03 $789K - $803K
41.7K $1.72M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-15.5K
- 11.91%
$62.07 - $66.61 $964K - $1.03M
115K $7.36M
FDN
First Tr Fd Dow Jones

ETFs
-5.62K
- 32.14%
$210.5 - $257.24 $1.18M - $1.45M
11.9K $2.88M
EEM
Ishares Msci Emerging Markets

ETFs
-11.8K
- 14.52%
$41.82 - $47.36 $492K - $557K
69.2K $2.89M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.04K
- 4.33%
$99.2 - $108.47 $301K - $330K
67.2K $6.69M
VRT
Vertiv Holdings CO

Industrials
-9.24K
- 23.68%
N/A
29.8K $2.58M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-12.1K
- 14.96%
$89.97 - $98.59 $1.09M - $1.19M
68.8K $6.54M
EWJ
Ishares Msci Japan ETF

ETFs
-9.74K
- 34.32%
$66.18 - $71.84 $644K - $700K
18.6K $1.25M
ZTS
Zoetis Inc.

Healthcare
-1.61K
- 10.24%
$162.24 - $194.42 $261K - $313K
14.1K $2.3M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-8.11K
- 32.07%
$74.68 - $81.45 $605K - $660K
17.2K $1.28M
PWR
Quanta Services, Inc.

Industrials
-3.3K
- 21.66%
$296.05 - $346.6 $976K - $1.14M
11.9K $3.77M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 11.11%
$664750.0 - $724132.5 $665K - $724K
8 $5.45M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-22.7K
- 9.84%
$22.65 - $23.8 $515K - $541K
208K $4.73M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-13.4K
- 9.99%
$48.48 - $49.47 $652K - $665K
121K $5.89M
FICO
Fair Isaac Corp

Technology
-405
- 28.78%
$1911.01 - $2382.4 $774K - $965K
1K $1.99M
XLI
Industrial Sector Spdr

ETFs
-4.49K
- 11.5%
$131.76 - $143.99 $591K - $646K
34.5K $4.55M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-5.24K
- 56.72%
$104.5 - $125.64 $548K - $659K
4K $418K
AEM
Agnico Eagle Mines LTD

Basic Materials
-7.37K
- 11.47%
$75.99 - $88.85 $560K - $655K
56.9K $4.45M
THC
Tenet Healthcare Corp

Healthcare
-2.86K
- 31.73%
$125.42 - $168.52 $359K - $482K
6.16K $776K
SGOL
Abrdn Gold ETF Trust

ETFs
-27.7K
- 11.73%
$24.46 - $26.62 $677K - $737K
208K $5.21M
WDC
Western Digital Corp

Technology
-8.35K
- 34.2%
$59.62 - $73.43 $498K - $613K
16.1K $957K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.6K
- 22.09%
$278.49 - $315.16 $725K - $820K
9.18K $2.6M
IWM
Ishares Russell 2000 ETF

ETFs
-3.23K
- 3.15%
$216.13 - $242.4 $697K - $782K
99.2K $21.9M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-24.8K
- 47.36%
$26.55 - $27.32 $660K - $679K
27.6K $737K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.22K
- 43.06%
$128.36 - $186.0 $414K - $599K
4.26K $548K
AOA
Ishares Tr Core Aggressive All

ETFs
-8.26K
- 63.26%
$76.61 - $79.88 $632K - $659K
4.79K $367K
VDC
Vanguard Consumer Staples ETF

ETFs
-388
- 0.48%
$210.96 - $223.62 $81.9K - $86.8K
80.7K $17.1M
ED
Consolidated Edison Inc

Utilities
-790
- 2.02%
$88.87 - $107.38 $70.2K - $84.8K
38.3K $3.42M
DVN
Devon Energy Corp

Energy
-6.71K
- 10.06%
$30.52 - $42.96 $205K - $288K
60K $1.96M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-25K
- 7.21%
$25.0 - $25.11 $625K - $628K
322K $8.06M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-6.79K
- 8.82%
$107.41 - $115.71 $730K - $786K
70.2K $7.74M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.19K
- 10.13%
$124.61 - $133.96 $772K - $830K
54.9K $7.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-11.4K
- 30.06%
$55.86 - $60.21 $636K - $686K
26.5K $1.52M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-15.9K
- 8.18%
$24.94 - $26.14 $397K - $416K
179K $4.47M
ORCL
Oracle Corp

Technology
-2K
- 2.62%
$165.41 - $192.43 $330K - $384K
74.1K $12.4M
SHW
Sherwin Williams CO

Basic Materials
-692
- 7.65%
$338.75 - $399.71 $234K - $277K
8.35K $2.84M
CNI
Canadian National Railway CO

Industrials
-4.11K
- 33.54%
$100.62 - $117.12 $414K - $481K
8.15K $827K
PARA
Paramount Global

Communication Services
-55.5K
- 40.33%
$10.27 - $11.57 $570K - $642K
82.1K $857K
ENPH
Enphase Energy, Inc.

Technology
-2.94K
- 32.86%
$59.52 - $111.18 $175K - $327K
6.01K $412K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.07K
- 2.52%
$521.84 - $558.82 $3.17M - $3.39M
234K $126M
PSX
Phillips 66

Energy
-950
- 3.54%
$110.35 - $138.93 $105K - $132K
25.8K $2.94M
UTG
Reaves Utility Income Fund

Financial Services
-15.4K
- 22.21%
$30.81 - $34.99 $474K - $539K
53.9K $1.71M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-6.04K
- 23.69%
$105.85 - $112.84 $639K - $681K
19.4K $2.14M
CDNS
Cadence Design Systems Inc

Technology
-5.31K
- 15.02%
$249.1 - $324.54 $1.32M - $1.72M
30.1K $9.04M
TTE
Total Energies Se

Energy
-8.08K
- 39.15%
N/A
12.6K $861K
SRLN
Ssga Active Trust

ETFs
-13.1K
- 18.21%
$41.48 - $42.08 $544K - $552K
58.9K $2.46M
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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