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Atria Wealth Solutions’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Atria Wealth Solutions’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$960K Buy
21,127
+695
+3% +$29.7K 0.02% 654
2025
Q1 		$867K Buy
+20,432
New +$890K 0.01% 943
2024
Q2 		– Sell
-32,639
Closed -$1.37M – 2063
2024
Q1 		$1.37M Buy
32,639
+1,509
+5% +$59.5K 0.02% 771
2023
Q4 		$1.19M Sell
31,130
-375
-1% -$13.3K 0.02% 795
2023
Q3 		$1.09M Buy
31,505
+6,455
+26% +$232K 0.02% 772
2023
Q2 		$901K Buy
25,050
+721
+3% +$24.7K 0.01% 881
2023
Q1 		$838K Buy
24,329
+1,537
+7% +$52.9K 0.01% 863
2022
Q4 		$764K Buy
22,792
+3,229
+17% +$107K 0.01% 884
2022
Q3 		$590K Buy
19,563
+237
+1% +$7.85K 0.01% 934
2022
Q2 		$604K Buy
19,326
+2,014
+12% +$68.1K 0.01% 884
2022
Q1 		$630K Buy
+17,312
New +$620K 0.01% 935

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return