Atria Wealth Solutions, Inc.
CIK Number: 0001927543
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 427.46K | -2.64% | 240.19M | 437.44 | 2.89% | Share |
| 2 | AAPL | Apple Inc. | 232.81 | -0.22% | 865.87K | -16.41% | 192.34M | 151.89 | 2.31% | Share |
| 3 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 1.38M | -9.47% | 149.06M | 17.69 | 1.79% | Share |
| 4 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 272.96K | -10.15% | 128.09M | 359.15 | 1.54% | Share |
| 5 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 322.49K | -21.32% | 121.06M | 294.45 | 1.46% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 212.35K | -15.01% | 118.97M | 448.96 | 1.43% | Share |
| 7 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 540.7K | -10.07% | 102.87M | 142.36 | 1.24% | Share |
| 8 | IUSB | iShares Core To... | 46.20 | -0.26% | 2.09M | -2.21% | 96.28M | 47.29 | 1.16% | Share |
| 9 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 185.73K | -20.78% | 95.45M | 394.06 | 1.15% | Share |
| 10 | VEA | Vanguard Develo... | 58.60 | -0.18% | 1.83M | -6.95% | 92.9M | 46.6 | 1.12% | Share |
| 11 | VUG | Vanguard Growth... | 463.54 | +0.15% | 245.94K | -8.99% | 91.2M | 280.16 | 1.10% | Share |
| 12 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 503.32K | +2.68% | 86.01M | 130.36 | 1.03% | Share |
| 13 | VTV | Vanguard Value ... | 180.44 | -0.2% | 472.68K | -16.19% | 81.65M | 146.1 | 0.98% | Share |
| 14 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 1.36M | +7.90% | 77.75M | 56.43 | 0.94% | Share |
| 15 | BND | Vanguard Total ... | 73.54 | -0.28% | 916.19K | +16.34% | 67.29M | 77.2 | 0.81% | Share |
| 16 | IVW | iShares S&P 500... | 115.82 | +0.14% | 718.26K | +1.22% | 66.68M | 79.81 | 0.80% | Share |
| 17 | VIG | Vanguard Divide... | 210.08 | +0.06% | 340.71K | -3.77% | 66.1M | 159.76 | 0.79% | Share |
| 18 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 722.21K | +9.60% | 65.74M | 96.3 | 0.79% | Share |
| 19 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 121.12K | -14.97% | 64.51M | 336.59 | 0.78% | Share |
| 20 | META | Meta Platforms,... | 781.96 | +0.24% | 107.66K | -5.04% | 62.05M | 209.82 | 0.75% | Share |
| 21 | BSV | Vanguard Short-... | 78.63 | -0.12% | 792.65K | -7.02% | 62.05M | 77.15 | 0.75% | Share |
| 22 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 1.01M | +6.29% | 55.09M | 49.03 | 0.66% | Share |
| 23 | VTI | Vanguard Total ... | 317.25 | -0.13% | 188.38K | -0.36% | 51.78M | 216.58 | 0.62% | Share |
| 24 | GSY | Invesco Ultra S... | 50.28 | +0.01% | 1.03M | +31.52% | 51.71M | 49.95 | 0.62% | Share |
| 25 | BNDX | Vanguard Total ... | 49.32 | -0.23% | 1.06M | -2.22% | 51.51M | 51.69 | 0.62% | Share |
| 26 | IVE | iShares S&P 500... | 202.03 | -0.1% | 246.58K | +26.23% | 46.99M | 177.06 | 0.57% | Share |
| 27 | VYM | Vanguard High D... | 137.35 | -0.17% | 349.85K | -8.22% | 45.12M | 112.03 | 0.54% | Share |
| 28 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 280.88K | -8.02% | 43.43M | 127.48 | 0.52% | Share |
| 29 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 887.15K | -0.35% | 43.26M | 45.25 | 0.52% | Share |
| 30 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 149.5K | +1.12% | 43.08M | 195.65 | 0.52% | Share |
| 31 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 467.4K | -1.44% | 42.87M | 91.43 | 0.52% | Share |
| 32 | COST | Costco Wholesal... | 975.42 | -0.35% | 44.84K | -11.66% | 42.41M | 566.09 | 0.51% | Share |
| 33 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 157.63K | -10.1% | 40.85M | 317.68 | 0.49% | Share |
| 34 | IJR | iShares Core S&... | 115.17 | -1.4% | 376.55K | -11.39% | 39.38M | 103.24 | 0.47% | Share |
| 35 | IJH | iShares Core S&... | 63.85 | -1.31% | 674.44K | -0.81% | 39.35M | 52.73 | 0.47% | Share |
| 36 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 1.36M | -0.21% | 38.08M | 24.73 | 0.46% | Share |
| 37 | CGDV | Capital Group D... | 41.12 | +0.13% | 1.06M | +23.74% | 37.77M | 31 | 0.45% | Share |
| 38 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 237.74K | -4.79% | 37.14M | 120.51 | 0.45% | Share |
| 39 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 149.53K | -11.61% | 36.68M | 135.59 | 0.44% | Share |
| 40 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 801.62K | +0.93% | 36.28M | 44.71 | 0.44% | Share |
| 41 | APUE | Activepassive U... | 39.33 | -0.14% | 995.21K | +1.97% | 33.82M | 27.33 | 0.41% | Share |
| 42 | RDVY | First Trust Ris... | 65.38 | -0.29% | 572.07K | -20.96% | 33.49M | 51.54 | 0.40% | Share |
| 43 | V | Visa Inc. | 345.40 | +0.83% | 94.84K | -2.6% | 33.24M | 221.04 | 0.40% | Share |
| 44 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 548.07K | -21.59% | 32.3M | 53.86 | 0.39% | Share |
| 45 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 1.07M | -21.95% | 31.86M | 24.84 | 0.38% | Share |
| 46 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 38.27K | -0.06% | 31.61M | 348.62 | 0.38% | Share |
| 47 | BIV | Vanguard Interm... | 77.31 | -0.3% | 412.42K | +4.38% | 31.58M | 78.88 | 0.38% | Share |
| 48 | JEPQ | JPMorgan Nasdaq... | 55.81 | +0.11% | 608.16K | +26.70% | 31.49M | 50.77 | 0.38% | Share |
| 49 | XLK | Technology Sele... | 267.74 | -0.21% | 149.77K | -10.68% | 30.92M | 151.13 | 0.37% | Share |
| 50 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 446.53K | +3.53% | 29.62M | 60.33 | 0.36% | Share |
| 51 | MBB | iShares MBS ETF | 93.62 | -0.34% | 311.32K | -9.73% | 29.2M | 95.24 | 0.35% | Share |
| 52 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 137.71K | -4.69% | 28.85M | 159.17 | 0.35% | Share |
| 53 | XLF | Financial Selec... | 53.01 | +0.47% | 574.4K | +17.47% | 28.61M | 41.75 | 0.34% | Share |
| 54 | MUB | iShares Nationa... | 104.03 | -0.18% | 270.27K | -9.98% | 28.5M | 107.61 | 0.34% | Share |
| 55 | IEFA | iShares Core MS... | 85.61 | -0.04% | 369.34K | -24.64% | 27.94M | 68.11 | 0.34% | Share |
| 56 | AGG | iShares Core U.... | 99.10 | -0.27% | 277.77K | -13.49% | 27.48M | 101.22 | 0.33% | Share |
| 57 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 463.03K | +17.36% | 27.3M | 40.27 | 0.33% | Share |
| 58 | IWF | iShares Russell... | 450.40 | +0.11% | 75.45K | +4.34% | 27.24M | 269.96 | 0.33% | Share |
| 59 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 226.06K | -14.72% | 26.89M | 86.96 | 0.32% | Share |
| 60 | FLOT | iShares Floatin... | 50.98 | +0.01% | 525.02K | +43.15% | 26.8M | 50.59 | 0.32% | Share |
| 61 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 263.74K | -39.59% | 26.37M | 94.61 | 0.32% | Share |
| 62 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 519.37K | +23.03% | 26.3M | 50.3 | 0.32% | Share |
| 63 | CGGR | Capital Group G... | 42.31 | -0.19% | 765.36K | +20.23% | 26.21M | 30.09 | 0.32% | Share |
| 64 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 157.36K | -3.33% | 26.1M | 167.71 | 0.31% | Share |
| 65 | MA | Mastercard Inco... | 583.65 | +0.99% | 47.55K | -6.94% | 26.06M | 357.17 | 0.31% | Share |
| 66 | VB | Vanguard Small ... | 246.81 | -1.26% | 117.32K | -11.35% | 26.02M | 210.63 | 0.31% | Share |
| 67 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 374.82K | -13.58% | 24.65M | 49.7 | 0.30% | Share |
| 68 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 146.1K | -4.02% | 24.46M | 67.45 | 0.29% | Share |
| 69 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 263.28K | -30.44% | 23.84M | 92.51 | 0.29% | Share |
| 70 | USMV | iShares MSCI US... | 93.24 | -0.35% | 253.89K | -21.54% | 23.78M | 75.37 | 0.29% | Share |
| 71 | WMT | Walmart Inc. | 100.84 | -0.15% | 270.14K | -7.08% | 23.75M | 49.66 | 0.29% | Share |
| 72 | CVX | Chevron Corpora... | 155.20 | -0.43% | 140.22K | -17.34% | 23.46M | 155.14 | 0.28% | Share |
| 73 | DGRO | iShares Core Di... | 66.23 | -0.14% | 371.18K | -12.81% | 22.93M | 53.69 | 0.28% | Share |
| 74 | PG | The Procter & G... | 153.70 | -1.1% | 134.33K | -10.06% | 22.89M | 139.32 | 0.28% | Share |
| 75 | SECT | Main Sector Rot... | 60.27 | +0.05% | 446.88K | +11.16% | 22.82M | 46.18 | 0.27% | Share |
| 76 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 909.54K | -6.06% | 22.77M | 19.88 | 0.27% | Share |
| 77 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 279.99K | -36.81% | 22.5M | 72.66 | 0.27% | Share |
| 78 | VGT | Vanguard Inform... | 704.44 | -0.4% | 40.65K | -11.63% | 22.05M | 429.22 | 0.27% | Share |
| 79 | HD | The Home Depot,... | 400.32 | -1.68% | 60.12K | -12.12% | 22.03M | 298.31 | 0.27% | Share |
| 80 | XLV | Health Care Sel... | 133.94 | +0.49% | 150.56K | -8.1% | 21.98M | 135.67 | 0.26% | Share |
| 81 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 352.27K | +17.91% | 21.88M | 59.53 | 0.26% | Share |
| 82 | VMBS | Vanguard Mortga... | 46.32 | -0.3% | 468.97K | -1.27% | 21.72M | 49.01 | 0.26% | Share |
| 83 | IEMG | iShares Core MS... | 61.97 | -1.17% | 394.43K | +15.99% | 21.29M | 51.89 | 0.26% | Share |
| 84 | VONG | Vanguard Russel... | 115.87 | +0.12% | 222.63K | -8.01% | 20.66M | 84.81 | 0.25% | Share |
| 85 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 145.44K | -4.07% | 20.43M | 95.3 | 0.25% | Share |
| 86 | TLH | iShares 10-20 Y... | 100.75 | -0.65% | 195.02K | +127.70% | 20.23M | 104.88 | 0.24% | Share |
| 87 | JAAA | Janus Henderson... | 50.70 | +0.13% | 394.01K | +39.98% | 19.98M | 50.63 | 0.24% | Share |
| 88 | USFR | WisdomTree Floa... | 50.40 | +0.01% | 380.32K | +97.97% | 19.14M | 50.32 | 0.23% | Share |
| 89 | VTIP | Vanguard Short-... | 50.31 | -0.06% | 382.94K | +13.37% | 19.11M | 49.5 | 0.23% | Share |
| 90 | FVD | First Trust Val... | 46.02 | -0.56% | 425.91K | -4.88% | 18.99M | 40.52 | 0.23% | Share |
| 91 | IGSB | iShares 1-5 Yea... | 52.79 | -0.15% | 361.96K | +127.39% | 18.96M | 51.84 | 0.23% | Share |
| 92 | IWD | iShares Russell... | 198.66 | -0.29% | 100.62K | +2.40% | 18.93M | 155.44 | 0.23% | Share |
| 93 | PLTR | Palantir Techno... | 181.00 | -1.83% | 222.29K | -8.11% | 18.76M | 15.13 | 0.23% | Share |
| 94 | VONE | Vanguard Russel... | 292.81 | -0.1% | 73.08K | -11.25% | 18.55M | 205.18 | 0.22% | Share |
| 95 | SMH | VanEck Semicond... | 301.92 | +0.21% | 84.55K | -8.91% | 17.88M | 208.54 | 0.21% | Share |
| 96 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 88.05K | -6.48% | 17.8M | 194.56 | 0.21% | Share |
| 97 | PTLC | Pacer Trendpilo... | 52.97 | +0.08% | 344.76K | +4.39% | 17.74M | 40.5 | 0.21% | Share |
| 98 | IBM | International B... | 237.04 | -1.26% | 71.31K | -11.4% | 17.73M | 137.38 | 0.21% | Share |
| 99 | BLV | Vanguard Long-T... | 69.25 | -0.55% | 250.19K | -1.16% | 17.62M | 81.14 | 0.21% | Share |
| 100 | KO | The Coca-Cola C... | 69.52 | -1.33% | 243.78K | -2.12% | 17.57M | 60.62 | 0.21% | Share |
| 101 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 18.8K | -4.78% | 17.53M | 377.33 | 0.21% | Share |
| 102 | APIE | ActivePassive I... | 34.12 | -0.51% | 580.07K | +4.01% | 17.44M | 26.24 | 0.21% | Share |
| 103 | FBND | Fidelity Total ... | 45.83 | -0.31% | 378.92K | +12.29% | 17.37M | 45.66 | 0.21% | Share |
| 104 | APCB | Activepassive C... | 29.54 | -0.27% | 584.49K | +5.16% | 17.27M | 29.58 | 0.21% | Share |
| 105 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 32.38K | -7.48% | 16.96M | 510.73 | 0.20% | Share |
| 106 | MCD | McDonald's Corp... | 308.84 | +1.24% | 53.99K | -2.49% | 16.87M | 257.08 | 0.20% | Share |
| 107 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 103.92K | +31.33% | 16.76M | 135.61 | 0.20% | Share |
| 108 | VZ | Verizon Communi... | 43.49 | -0.49% | 366.37K | -14.15% | 16.62M | 49.66 | 0.20% | Share |
| 109 | ITOT | iShares Core S&... | 140.91 | -0.11% | 134.93K | -20.27% | 16.46M | 97.9 | 0.20% | Share |
| 110 | IEI | iShares 3-7 Yea... | 118.85 | -0.21% | 138.09K | -0.46% | 16.31M | 118.21 | 0.20% | Share |
| 111 | FTCS | First Trust Cap... | 92.65 | -0.6% | 181.39K | -35.46% | 16.26M | 77.95 | 0.20% | Share |
| 112 | OEF | iShares S&P 100... | 320.97 | +0.14% | 59.87K | +179.01% | 16.21M | 256.53 | 0.20% | Share |
| 113 | SPTS | SPDR Portfolio ... | 29.23 | -0.12% | 549.27K | +648.02% | 16.06M | 29.21 | 0.19% | Share |
| 114 | VDC | Vanguard Consum... | 221.31 | -0.88% | 73.16K | -9.35% | 16.01M | 198.8 | 0.19% | Share |
| 115 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 61.83K | -27.3% | 15.99M | 229.8 | 0.19% | Share |
| 116 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 121.66K | +2.11% | 15.67M | 124.19 | 0.19% | Share |
| 117 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 590.3K | +177.05% | 15.55M | 26.17 | 0.19% | Share |
| 118 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 154.33K | +120.22% | 15.53M | 100.31 | 0.19% | Share |
| 119 | T | AT&T Inc. | 28.75 | +1.27% | 547.14K | -0.08% | 15.47M | 18.11 | 0.19% | Share |
| 120 | IWM | iShares Russell... | 228.20 | -1.31% | 76.56K | -22.81% | 15.27M | 191.4 | 0.18% | Share |
| 121 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 273.79K | -22.8% | 15.08M | 57.66 | 0.18% | Share |
| 122 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 86.66K | +1.35% | 15.01M | 158.51 | 0.18% | Share |
| 123 | CGMS | Capital Group U... | 27.68 | -0.3% | 534.95K | +3.18% | 14.67M | 27.32 | 0.18% | Share |
| 124 | LMT | Lockheed Martin... | 437.38 | -1.17% | 32.8K | -11.44% | 14.65M | 432.23 | 0.18% | Share |
| 125 | PFE | Pfizer Inc. | 25.11 | -0.22% | 577.64K | -1.25% | 14.64M | 46.96 | 0.18% | Share |
| 126 | CALF | Pacer US Small ... | 42.01 | -0.79% | 386.52K | -4.49% | 14.49M | 44.96 | 0.17% | Share |
| 127 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 86.84K | +26.04% | 14.44M | 123.67 | 0.17% | Share |
| 128 | DIA | SPDR Dow Jones ... | 449.11 | -0.07% | 34.35K | -34.61% | 14.44M | 379.12 | 0.17% | Share |
| 129 | XLU | Utilities Selec... | 85.85 | -0.72% | 181.81K | -3.6% | 14.34M | 71.28 | 0.17% | Share |
| 130 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 172.76K | -8.38% | 14.13M | 81.62 | 0.17% | Share |
| 131 | LQD | iShares iBoxx $... | 109.88 | -0.34% | 128.81K | -31.33% | 14M | 111.3 | 0.17% | Share |
| 132 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 151.59K | -4.59% | 13.87M | 94.49 | 0.17% | Share |
| 133 | JPIE | JPMorgan Income... | 46.31 | -0.06% | 299.96K | +79.16% | 13.82M | 45.93 | 0.17% | Share |
| 134 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 348.16K | +18.46% | 13.82M | 38.99 | 0.17% | Share |
| 135 | BINC | Blackrock Etf T... | 52.95 | -0.05% | 262.73K | -4.15% | 13.76M | 52.49 | 0.17% | Share |
| 136 | DIVO | Amplify CWP Enh... | 43.30 | -0.02% | 332.67K | -0.9% | 13.58M | 37.1 | 0.16% | Share |
| 137 | VPU | Vanguard Utilit... | 185.81 | -0.67% | 79.5K | -19.82% | 13.58M | 143.1 | 0.16% | Share |
| 138 | DIS | The Walt Disney... | 116.33 | -0.27% | 135.81K | -3.52% | 13.4M | 111.86 | 0.16% | Share |
| 139 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 219.34K | -2.22% | 13.3M | 53.14 | 0.16% | Share |
| 140 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 67.35K | -65.95% | 13M | 194.26 | 0.16% | Share |
| 141 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 164.22K | -47% | 12.96M | 76.92 | 0.16% | Share |
| 142 | WM | Waste Managemen... | 225.97 | -1.71% | 53.61K | -0.97% | 12.41M | 167.09 | 0.15% | Share |
| 143 | LGOV | First Trust Lon... | 21.40 | -0.56% | 576.68K | -44.09% | 12.4M | 21.66 | 0.15% | Share |
| 144 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 149.75K | -6.55% | 12.39M | 82.05 | 0.15% | Share |
| 145 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 45.84K | +0.23% | 12.3M | 189.18 | 0.15% | Share |
| 146 | VHT | Vanguard Health... | 248.84 | +0.49% | 46.2K | -7.36% | 12.23M | 258.2 | 0.15% | Share |
| 147 | AMD | Advanced Micro ... | 180.97 | -1.87% | 118.94K | -9.73% | 12.22M | 96.23 | 0.15% | Share |
| 148 | AMGN | Amgen Inc. | 290.28 | +0.33% | 39.03K | -14.7% | 12.16M | 239.16 | 0.15% | Share |
| 149 | CGUS | Capital Group C... | 38.58 | +0.14% | 359.95K | +3.85% | 12.05M | 28.46 | 0.14% | Share |
| 150 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 135.47K | -12.47% | 11.92M | 80.28 | 0.14% | Share |