ATRIA WEALTH SOLUTIONS, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLX | 10K | $1.18M |
 | PAYX | 10K | $1.42M |
 | CSWC | 10K | $214.63K |
 | CTAS | 10K | $2.14M |
 | ZS | 9K | $2.97M |
 | ECL | 9K | $2.53M |
 | DHR | 9K | $1.85M |
 | NRG | 9K | $1.49M |
 | CCI | 9K | $951.76K |
 | IRM | 9K | $945.40K |
 | VVV | 9K | $347.04K |
 | LHX | 9K | $2.29M |
 | BABA | 9K | $1.04M |
 | SHOO | 9K | $215.65K |
 | UPST | 9K | $604.10K |
 | DAL | 9K | $441.03K |
 | EXC | 9K | $384.81K |
 | APD | 9K | $2.50M |
 | ACN | 9K | $2.59M |
 | HEI-A | 9K | $2.20M |
The Clorox Company
CLX
Shares Held
10K
Value
$1.18M
Paychex, Inc.
PAYX
Shares Held
10K
Value
$1.42M
Capital Southwest Corporation
CSWC
Shares Held
10K
Value
$214.63K
Cintas Corporation
CTAS
Shares Held
10K
Value
$2.14M
Zscaler, Inc.
ZS
Shares Held
9K
Value
$2.97M
Ecolab Inc.
ECL
Shares Held
9K
Value
$2.53M
Danaher Corporation
DHR
Shares Held
9K
Value
$1.85M
NRG Energy, Inc.
NRG
Shares Held
9K
Value
$1.49M
Crown Castle Inc.
CCI
Shares Held
9K
Value
$951.76K
Iron Mountain Incorporated
IRM
Shares Held
9K
Value
$945.40K
Valvoline Inc.
VVV
Shares Held
9K
Value
$347.04K
L3Harris Technologies, Inc.
LHX
Shares Held
9K
Value
$2.29M
Alibaba Group Holding Limited
BABA
Shares Held
9K
Value
$1.04M
Steven Madden, Ltd.
SHOO
Shares Held
9K
Value
$215.65K
Upstart Holdings, Inc.
UPST
Shares Held
9K
Value
$604.10K
Delta Air Lines, Inc.
DAL
Shares Held
9K
Value
$441.03K
Exelon Corporation
EXC
Shares Held
9K
Value
$384.81K
Air Products and Chemicals, Inc.
APD
Shares Held
9K
Value
$2.50M
Accenture plc
ACN
Shares Held
9K
Value
$2.59M
HEICO Corporation
HEI-A
Shares Held
9K
Value
$2.20M