Atria Wealth Solutions, Inc.
CIK Number: 0001927543
8.32B
Market Value
1,767
# of Holdings
9 months
Avg. Holding Period
34.05%
Win Rate
22.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 1.04M | -9.54% | 259.41M | 151.89 | 2.84% |
| 2 | IVV | iShares Core S&... | 606.23 | +0.32% | 439.06K | -6.62% | 258.46M | 437.44 | 2.83% |
| 3 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 1.52M | -31.9% | 203.99M | 17.69 | 2.23% |
| 4 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 409.86K | -8.7% | 172.75M | 294.45 | 1.89% |
| 5 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 303.81K | +0.74% | 155.32M | 359.15 | 1.70% |
| 6 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 249.85K | +7.59% | 146.68M | 448.96 | 1.60% |
| 7 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 601.24K | -9.3% | 131.91M | 142.36 | 1.44% |
| 8 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 234.46K | -2.52% | 126.33M | 394.06 | 1.38% |
| 9 | VUG | Vanguard Growth... | 423.76 | +0.11% | 270.24K | -1.51% | 110.92M | 280.16 | 1.21% |
| 10 | IUSB | iShares Core To... | 45.79 | +0.34% | 2.14M | -7.15% | 96.58M | 47.29 | 1.06% |
| 11 | VTV | Vanguard Value ... | 174.72 | +0.57% | 563.96K | +1.72% | 95.48M | 146.1 | 1.04% |
| 12 | VEA | Vanguard Develo... | 56.86 | +0.78% | 1.96M | +1.85% | 93.92M | 46.6 | 1.03% |
| 13 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 490.17K | -1.03% | 87.29M | 129.27 | 0.95% |
| 14 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 1.26M | +10.34% | 72.71M | 56.38 | 0.80% |
| 15 | IVW | iShares S&P 500... | 106.36 | +0.36% | 709.61K | -3.36% | 72.05M | 79.65 | 0.79% |
| 16 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 175.35K | +1.23% | 70.81M | 317.68 | 0.77% |
| 17 | VIG | Vanguard Divide... | 202.54 | +0.63% | 354.08K | -7.39% | 69.34M | 159.76 | 0.76% |
| 18 | META | Meta Platforms,... | 693.11 | -0.15% | 113.37K | -5.13% | 66.38M | 209.82 | 0.73% |
| 19 | BSV | Vanguard Short-... | 78.19 | +0.13% | 852.53K | +22.48% | 65.88M | 77.15 | 0.72% |
| 20 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 142.45K | -8.15% | 64.57M | 336.59 | 0.71% |
| 21 | GOOGL | Alphabet Inc. | 175.57 | -1% | 305.36K | -17.21% | 57.81M | 127.48 | 0.63% |
| 22 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 658.97K | +14.65% | 57.55M | 96.8 | 0.63% |
| 23 | BND | Vanguard Total ... | 72.97 | +0.38% | 787.51K | +1.91% | 56.63M | 77.82 | 0.62% |
| 24 | VTI | Vanguard Total ... | 296.95 | +0.28% | 189.06K | -1.67% | 54.79M | 216.58 | 0.60% |
| 25 | COWZ | Pacer US Cash C... | 55.27 | +0.24% | 946.57K | +9.57% | 53.62M | 48.67 | 0.59% |
| 26 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 1.08M | +5.03% | 52.93M | 51.69 | 0.58% |
| 27 | IJR | iShares Core S&... | 108.32 | -0.46% | 424.96K | -20.23% | 48.96M | 103.24 | 0.54% |
| 28 | VYM | Vanguard High D... | 131.86 | +0.45% | 381.18K | +3.45% | 48.63M | 112.03 | 0.53% |
| 29 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 249.7K | -14.74% | 47.55M | 120.51 | 0.52% |
| 30 | COST | Costco Wholesal... | 1002.64 | +0.59% | 50.76K | -7.91% | 46.51M | 566.09 | 0.51% |
| 31 | DYNF | BlackRock U.S. ... | 52.91 | +0.18% | 890.3K | +0.85% | 45.63M | 45.25 | 0.50% |
| 32 | BIL | SPDR Bloomberg ... | 91.54 | +0.01% | 474.24K | +11.77% | 43.36M | 91.43 | 0.47% |
| 33 | RDVY | First Trust Ris... | 61.38 | +0.18% | 723.78K | +17.27% | 42.8M | 51.54 | 0.47% |
| 34 | IJH | iShares Core S&... | 61.17 | +0.07% | 679.95K | +1.90% | 42.37M | 52.73 | 0.46% |
| 35 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 436.57K | +18.21% | 42.27M | 94.61 | 0.46% |
| 36 | BUFR | First Trust Cbo... | 31.25 | +0.21% | 1.37M | +4.53% | 41.89M | 24.84 | 0.46% |
| 37 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 197.77K | +119.96% | 41.62M | 194.26 | 0.46% |
| 38 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 169.17K | -3.15% | 40.55M | 135.59 | 0.44% |
| 39 | GSY | Invesco Ultra S... | 50.20 | +0.03% | 784.42K | +112.64% | 39.31M | 49.9 | 0.43% |
| 40 | XLK | Technology Sele... | 242.47 | +0.89% | 167.68K | -1.69% | 38.99M | 151.13 | 0.43% |
| 41 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 443.1K | +49.34% | 38.95M | 72.66 | 0.43% |
| 42 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 1.36M | +201.37% | 37.29M | 24.73 | 0.41% |
| 43 | IVE | iShares S&P 500... | 192.83 | +0.30% | 195.34K | +0.52% | 37.29M | 173.52 | 0.41% |
| 44 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 698.98K | +8.05% | 36.68M | 53.86 | 0.40% |
| 45 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 147.85K | -24.33% | 35.8M | 194.62 | 0.39% |
| 46 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 152.22K | -11.09% | 35.29M | 67.45 | 0.39% |
| 47 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 794.22K | +4.63% | 34.98M | 44.71 | 0.38% |
| 48 | APUE | Trust for Profe... | 36.57 | +0.22% | 975.98K | -12.55% | 34.9M | 27.2 | 0.38% |
| 49 | IEFA | iShares Core MS... | 84.11 | +0.76% | 490.14K | +15.70% | 34.45M | 68.11 | 0.38% |
| 50 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 378.47K | +39.02% | 33.71M | 92.51 | 0.37% |
| 51 | MUB | iShares Nationa... | 104.10 | +0.45% | 300.23K | +14.83% | 31.99M | 107.61 | 0.35% |
| 52 | VB | Vanguard Small ... | 233.32 | -0.21% | 132.34K | -9.96% | 31.8M | 210.63 | 0.35% |
| 53 | MBB | iShares MBS ETF | 92.98 | +0.40% | 344.88K | +10.60% | 31.62M | 95.24 | 0.35% |
| 54 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 339.68K | -47.45% | 31.4M | 94.27 | 0.34% |
| 55 | AGG | iShares Core U.... | 98.31 | +0.36% | 321.1K | -37.82% | 31.11M | 101.22 | 0.34% |
| 56 | V | Visa Inc. | 371.03 | -0.61% | 97.38K | -5.87% | 30.77M | 221.04 | 0.34% |
| 57 | CGDV | Capital Group D... | 38.59 | +0.21% | 854.59K | -4.51% | 30.13M | 29.9 | 0.33% |
| 58 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 433.69K | +16.11% | 29.9M | 49.7 | 0.33% |
| 59 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 38.3K | -9.91% | 29.57M | 348.62 | 0.32% |
| 60 | BIV | Vanguard Interm... | 76.44 | +0.35% | 395.11K | +12.40% | 29.53M | 78.98 | 0.32% |
| 61 | IWF | iShares Russell... | 410.56 | +0.34% | 72.31K | +7.81% | 29.04M | 266 | 0.32% |
| 62 | SPHQ | Invesco S&P 500... | 71.05 | +0.16% | 431.31K | +5.31% | 28.91M | 60.12 | 0.32% |
| 63 | USMV | iShares MSCI US... | 93.77 | +0.75% | 323.57K | +2.78% | 28.73M | 75.37 | 0.31% |
| 64 | VGT | Vanguard Inform... | 633.52 | +0.68% | 46K | -1.95% | 28.6M | 429.22 | 0.31% |
| 65 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 265.08K | +5.45% | 28.51M | 86.96 | 0.31% |
| 66 | JEPQ | JPMorgan Nasdaq... | 53.02 | +0.18% | 480.01K | +13.87% | 27.13M | 50.5 | 0.30% |
| 67 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 968.2K | +307.42% | 26.98M | 19.88 | 0.29% |
| 68 | MA | Mastercard Inco... | 588.62 | -0.36% | 51.09K | -8.05% | 26.9M | 357.17 | 0.29% |
| 69 | HD | The Home Depot,... | 362.78 | +0.64% | 68.41K | +5.86% | 26.61M | 298.31 | 0.29% |
| 70 | WMT | Walmart Inc. | 94.83 | -1.01% | 290.73K | +3.49% | 26.31M | 49.66 | 0.29% |
| 71 | DGRO | iShares Core Di... | 63.42 | +0.59% | 425.71K | -6.33% | 26.11M | 53.69 | 0.29% |
| 72 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 144.47K | -7.62% | 25.67M | 159.17 | 0.28% |
| 73 | PG | The Procter & G... | 163.05 | +0.58% | 149.34K | -1.43% | 25.04M | 139.32 | 0.27% |
| 74 | VONG | Vanguard Russel... | 105.64 | +0.32% | 242.01K | +64.08% | 25M | 84.81 | 0.27% |
| 75 | FTCS | First Trust Cap... | 91.04 | +0.39% | 281.07K | -5.65% | 24.68M | 77.95 | 0.27% |
| 76 | CVX | Chevron Corpora... | 144.84 | +0.04% | 169.64K | +7.81% | 24.57M | 155.14 | 0.27% |
| 77 | HYG | iShares iBoxx $... | 79.59 | +0.10% | 309.83K | +35.46% | 24.37M | 76.92 | 0.27% |
| 78 | IYW | iShares U.S. Te... | 165.58 | +0.66% | 151.61K | -4.79% | 24.19M | 95.3 | 0.26% |
| 79 | CGGR | Capital Group G... | 39.17 | -0.29% | 636.55K | -13.8% | 23.66M | 29.25 | 0.26% |
| 80 | XLF | Financial Selec... | 50.99 | -0.01% | 488.98K | +5.53% | 23.63M | 40.34 | 0.26% |
| 81 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 162.78K | +1.74% | 23.54M | 167.71 | 0.26% |
| 82 | XLV | Health Care Sel... | 136.74 | +0.73% | 163.82K | -9.67% | 22.54M | 135.67 | 0.25% |
| 83 | SMH | VanEck Semicond... | 263.06 | +0.45% | 92.81K | +12.45% | 22.48M | 208.54 | 0.25% |
| 84 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 85.05K | -7.13% | 22.46M | 229.8 | 0.25% |
| 85 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 52.53K | +60.02% | 22.4M | 379.12 | 0.24% |
| 86 | SECT | Main Sector Rot... | 56.16 | +0.08% | 402.02K | +14.37% | 22.09M | 45.64 | 0.24% |
| 87 | VONE | Vanguard Russel... | 274.26 | +0.37% | 82.34K | -6.41% | 21.96M | 205.18 | 0.24% |
| 88 | IWM | iShares Russell... | 212.65 | -0.46% | 99.19K | -3.15% | 21.92M | 191.4 | 0.24% |
| 89 | ITOT | iShares Core S&... | 131.83 | +0.27% | 169.23K | -2.49% | 21.77M | 97.9 | 0.24% |
| 90 | VMBS | Vanguard Mortga... | 45.88 | +0.32% | 474.98K | +6.48% | 21.54M | 49.01 | 0.24% |
| 91 | LGOV | First Trust Lon... | 21.30 | +0.83% | 1.03M | -3.69% | 21.5M | 21.66 | 0.23% |
| 92 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 422.15K | -15.1% | 21.28M | 50.22 | 0.23% |
| 93 | LQD | iShares iBoxx $... | 108.42 | +0.54% | 187.59K | -25.66% | 20.04M | 111.3 | 0.22% |
| 94 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 354.66K | +7.25% | 19.67M | 57.66 | 0.21% |
| 95 | FVD | First Trust Val... | 45.05 | +0.41% | 447.75K | -13.33% | 19.54M | 40.52 | 0.21% |
| 96 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 394.53K | +6.09% | 19.53M | 37.03 | 0.21% |
| 97 | MTUM | iShares MSCI US... | 232.19 | -0.08% | 94.14K | +200.49% | 19.48M | 194.56 | 0.21% |
| 98 | FLOT | iShares Floatin... | 50.88 | +0.04% | 366.75K | -0.95% | 18.66M | 50.39 | 0.20% |
| 99 | PLTR | Palantir Techno... | 135.06 | -0.98% | 241.91K | +2.38% | 18.3M | 15.13 | 0.20% |
| 100 | IWD | iShares Russell... | 191.63 | +0.17% | 98.27K | +2.48% | 18.19M | 154.66 | 0.20% |
| 101 | LMT | Lockheed Martin... | 468.85 | +2.68% | 37.04K | -1.47% | 18M | 432.23 | 0.20% |
| 102 | CALF | Pacer US Small ... | 39.62 | -0.4% | 404.71K | -2.55% | 17.86M | 44.96 | 0.20% |
| 103 | PTLC | Pacer Trendpilo... | 49.41 | +0.37% | 330.26K | +1.99% | 17.76M | 40.02 | 0.19% |
| 104 | IEMG | iShares Core MS... | 59.64 | +0.05% | 340.06K | +31.35% | 17.76M | 51.56 | 0.19% |
| 105 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 34.99K | -6.99% | 17.7M | 510.73 | 0.19% |
| 106 | IBM | International B... | 280.79 | -0.26% | 80.49K | +7.45% | 17.69M | 137.38 | 0.19% |
| 107 | VXUS | Vanguard Total ... | 68.84 | +0.53% | 298.76K | +6.17% | 17.61M | 59.07 | 0.19% |
| 108 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 19.74K | -21.74% | 17.6M | 377.33 | 0.19% |
| 109 | BLV | Vanguard Long-T... | 68.71 | +1.04% | 253.13K | -10.08% | 17.32M | 81.14 | 0.19% |
| 110 | VZ | Verizon Communi... | 43.13 | -1.38% | 426.75K | -1.82% | 17.07M | 49.66 | 0.19% |
| 111 | VDC | Vanguard Consum... | 221.22 | +0.44% | 80.71K | -0.48% | 17.06M | 198.8 | 0.19% |
| 112 | VTIP | Vanguard Short-... | 49.91 | +0.04% | 337.78K | +23.39% | 16.36M | 49.44 | 0.18% |
| 113 | VPU | Vanguard Utilit... | 177.06 | +1.06% | 99.16K | +6.17% | 16.2M | 143.1 | 0.18% |
| 114 | APCB | Trust for Profe... | 29.39 | +0.29% | 555.8K | -14.03% | 16.11M | 29.58 | 0.18% |
| 115 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 28.11K | -1.45% | 16.05M | 499.01 | 0.18% |
| 116 | MCD | McDonald's Corp... | 302.86 | +0.38% | 55.37K | +12.35% | 16.05M | 257.08 | 0.18% |
| 117 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 138.73K | +1.23% | 16.03M | 118.21 | 0.18% |
| 118 | AMD | Advanced Micro ... | 118.61 | -2.09% | 131.76K | -6.81% | 15.91M | 96.23 | 0.17% |
| 119 | DIS | The Walt Disney... | 118.50 | -0.85% | 140.76K | -7.36% | 15.69M | 111.86 | 0.17% |
| 120 | SGOV | iShares 0-3 Mon... | 100.49 | +0.01% | 156.02K | +1.75% | 15.65M | 100.2 | 0.17% |
| 121 | XMHQ | Invesco S&P Mid... | 97.92 | +0.27% | 158.88K | +20.35% | 15.64M | 94.49 | 0.17% |
| 122 | APIE | Trust for Profe... | 32.94 | +0.61% | 557.68K | -11.46% | 15.63M | 26.09 | 0.17% |
| 123 | PFE | Pfizer Inc. | 24.83 | +1.44% | 584.96K | +1.31% | 15.52M | 46.96 | 0.17% |
| 124 | KO | The Coca-Cola C... | 72.20 | +0.18% | 249.07K | -1.91% | 15.51M | 60.62 | 0.17% |
| 125 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 45.74K | +1.82% | 15.3M | 189 | 0.17% |
| 126 | TFLO | iShares Treasur... | 50.54 | 0.00% | 301.61K | +15.74% | 15.22M | 50.63 | 0.17% |
| 127 | FBND | Fidelity Total ... | 45.48 | +0.32% | 337.45K | +17.91% | 15.22M | 45.66 | 0.17% |
| 128 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 188.57K | +19.39% | 15.14M | 81.62 | 0.17% |
| 129 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 85.51K | +2.32% | 14.98M | 158.31 | 0.16% |
| 130 | MGV | Vanguard Mega C... | 129.57 | +0.49% | 119.14K | +16.89% | 14.88M | 124.09 | 0.16% |
| 131 | IWY | iShares Russell... | 238.68 | +0.40% | 63.05K | +103.58% | 14.83M | 204.49 | 0.16% |
| 132 | FTEC | Fidelity MSCI I... | 188.44 | +0.70% | 79.13K | -12.14% | 14.63M | 127.57 | 0.16% |
| 133 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 193.25K | +1.37% | 14.61M | 71.23 | 0.16% |
| 134 | MGK | Vanguard Mega C... | 354.19 | +0.22% | 41.89K | +31.89% | 14.39M | 257.82 | 0.16% |
| 135 | MOAT | VanEck Mornings... | 92.60 | +0.05% | 154.78K | -8.37% | 14.35M | 80.28 | 0.16% |
| 136 | XLU | Utilities Selec... | 81.87 | +1.19% | 188.59K | +7.71% | 14.27M | 71.28 | 0.16% |
| 137 | JAAA | Janus Henderson... | 50.66 | +0.05% | 281.48K | +12.47% | 14.27M | 50.6 | 0.16% |
| 138 | BINC | Blackrock Etf T... | 52.42 | +0.10% | 274.12K | +7.32% | 14.26M | 52.49 | 0.16% |
| 139 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 92.8K | -17.4% | 14.2M | 166.44 | 0.16% |
| 140 | BAC | Bank of America... | 44.56 | -0.37% | 321.86K | -0.89% | 14.15M | 38.64 | 0.15% |
| 141 | CGMS | Capital Group U... | 27.41 | +0.20% | 518.47K | +24.48% | 14.14M | 27.32 | 0.15% |
| 142 | VFH | Vanguard Financ... | 123.53 | -0.05% | 119.32K | -0.61% | 14.09M | 89.48 | 0.15% |
| 143 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 106.33K | +4.61% | 14.05M | 125.8 | 0.15% |
| 144 | VCR | Vanguard Consum... | 355.73 | -0.63% | 37.15K | -2.95% | 13.94M | 291.3 | 0.15% |
| 145 | VOOG | Vanguard S&P 50... | 383.46 | +0.38% | 37.48K | +53.87% | 13.72M | 328.11 | 0.15% |
| 146 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 273.5K | -16.99% | 13.71M | 51.02 | 0.15% |
| 147 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 68.9K | -3.53% | 13.62M | 112.65 | 0.15% |
| 148 | DIVO | Amplify CWP Enh... | 41.78 | +0.11% | 335.69K | +5.15% | 13.61M | 37.1 | 0.15% |
| 149 | ET | Energy Transfer... | 18.43 | +0.96% | 680.63K | +43.98% | 13.33M | 14.2 | 0.15% |
| 150 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 160.24K | +19.44% | 13.14M | 82.05 | 0.14% |