Atria Wealth Solutions, Inc.
CIK Number: 0001927543
Main Sectors:
Top Industries:
Filing Date: Jul 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 672.49 | 0.00% | 196.32K | -54.07% | 122.04M | 437.44 | 2.76% | Share |
| 2 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 549.71K | -60.03% | 87.05M | 17.69 | 1.97% | Share |
| 3 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 153.19K | -43.88% | 84.63M | 359.15 | 1.91% | Share |
| 4 | AAPL | Apple Inc. | 258.02 | +0.35% | 346.23K | -60.01% | 72.04M | 151.89 | 1.63% | Share |
| 5 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 139.75K | -56.67% | 69.57M | 294.45 | 1.57% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 669.25 | 0.00% | 94.9K | -55.31% | 58.81M | 448.96 | 1.33% | Share |
| 7 | QUAL | iShares MSCI US... | 196.49 | +0.07% | 315.55K | -37.31% | 57.73M | 130.36 | 1.31% | Share |
| 8 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 94.26K | -49.25% | 53.76M | 394.06 | 1.22% | Share |
| 9 | IUSB | iShares Core To... | 46.67 | -0.09% | 1.1M | -47.58% | 50.57M | 47.29 | 1.14% | Share |
| 10 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 223.2K | -58.72% | 49.22M | 142.36 | 1.11% | Share |
| 11 | VTI | Vanguard Total ... | 329.96 | +0.05% | 124.23K | -34.06% | 38.01M | 216.58 | 0.86% | Share |
| 12 | IVW | iShares S&P 500... | 121.06 | -0.28% | 332.49K | -53.71% | 36.64M | 79.81 | 0.83% | Share |
| 13 | VIG | Vanguard Divide... | 217.79 | +0.39% | 172.02K | -49.51% | 35.4M | 159.76 | 0.80% | Share |
| 14 | CGDV | Capital Group D... | 42.33 | -0.1% | 877.93K | -16.98% | 34.93M | 31 | 0.79% | Share |
| 15 | BRK-B | Berkshire Hatha... | 499.02 | +0.63% | 68.17K | -43.72% | 33.1M | 336.59 | 0.75% | Share |
| 16 | META | Meta Platforms,... | 710.56 | -2.27% | 44.4K | -58.76% | 32.59M | 209.82 | 0.74% | Share |
| 17 | BND | Vanguard Total ... | 74.31 | -0.12% | 433.9K | -52.64% | 31.83M | 77.2 | 0.72% | Share |
| 18 | GSY | Invesco Ultra S... | 50.27 | +0.02% | 580.33K | -43.75% | 29.1M | 49.95 | 0.66% | Share |
| 19 | VEA | Vanguard Develo... | 61.05 | +0.91% | 509.31K | -72.13% | 29.06M | 46.6 | 0.66% | Share |
| 20 | JEPI | JPMorgan Equity... | 57.03 | +0.32% | 507.45K | -62.71% | 28.86M | 56.43 | 0.65% | Share |
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