Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

Atria Wealth Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.15 Billion distributed in 2098 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $122M, Nvidia Corp with a value of $86.8M, Invesco Qqq Trust, Series 1 with a value of $84.5M, Apple Inc. with a value of $71M, and Microsoft Corp with a value of $69.5M.

Examining the 13F form we can see an decrease of $3.73B in the current position value, from $7.87B to 4.15B.

Atria Wealth Solutions, Inc. is based out at New York, NY

Below you can find more details about Atria Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.15 Billion
ETFs: $2.78 Billion
Technology: $418 Million
Financial Services: $210 Million
Consumer Cyclical: $128 Million
Industrials: $125 Million
Communication Services: $116 Million
Healthcare: $104 Million
Consumer Defensive: $93.1 Million
Other: $133 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$86.8 Million 2.09% of portfolio
549,711
Q2 2025 Reduced 60.03%
$4.3T
$71 Million 1.71% of portfolio
346,234
Q2 2025 Reduced 60.01%
$3.78T
$69.5 Million 1.68% of portfolio
139,747
Q2 2025 Reduced 56.67%
$2.39T
$49 Million 1.18% of portfolio
223,202
Q2 2025 Reduced 58.72%
$662B
$33.1 Million 0.8% of portfolio
68,172
Q2 2025 Reduced 43.72%
$1.37T
$32.8 Million 0.79% of portfolio
44,398
Q2 2025 Reduced 58.76%
$1.65T
$23.7 Million 0.57% of portfolio
134,321
Q2 2025 Reduced 52.18%
$1.29T
$22.1 Million 0.53% of portfolio
69,656
Q2 2025 Reduced 55.81%
$881B
$19.6 Million 0.47% of portfolio
67,471
Q2 2025 Reduced 54.88%
$139B
$19 Million 0.46% of portfolio
68,993
Q2 2025 Reduced 52.78%
$533B
$17.4 Million 0.42% of portfolio
49,025
Q2 2025 Reduced 48.31%
$1.74T
$15.8 Million 0.38% of portfolio
89,025
Q2 2025 Reduced 62.55%
$279B
$15 Million 0.36% of portfolio
152,906
Q2 2025 Reduced 43.4%
$342B
$13.4 Million 0.32% of portfolio
98,520
Q2 2025 Reduced 55.68%
$490B
$12.6 Million 0.3% of portfolio
117,266
Q2 2025 Reduced 48.13%
$266B
$12.3 Million 0.3% of portfolio
41,815
Q2 2025 Reduced 41.36%
$1.46T
$11.5 Million 0.28% of portfolio
50,784
Q2 2025 Reduced 41.52%
$303B
$10.7 Million 0.26% of portfolio
74,867
Q2 2025 Reduced 46.61%
$414B
$10.2 Million 0.25% of portfolio
55,034
Q2 2025 Reduced 60.03%
$404B
$10.3 Million 0.25% of portfolio
10,453
Q2 2025 Reduced 76.69%
$49.1B
$10.3 Million 0.25% of portfolio
7,728
Q2 2025 Reduced 58.89%
$971B
$10.1 Million 0.24% of portfolio
12,987
Q2 2025 Reduced 66.07%
$328B
$9.22 Million 0.22% of portfolio
35,808
Q2 2025 Reduced 21.29%
$367B
$8.81 Million 0.21% of portfolio
24,021
Q2 2025 Reduced 60.04%
$128B
$8.63 Million 0.21% of portfolio
99,058
Q2 2025 Reduced 12.82%
$346B
$8.87 Million 0.21% of portfolio
55,657
Q2 2025 Reduced 58.57%
$306B
$8.26 Million 0.2% of portfolio
116,730
Q2 2025 Reduced 52.12%
$172B
$8.38 Million 0.2% of portfolio
193,712
Q2 2025 Reduced 47.13%
$255B
$7.94 Million 0.19% of portfolio
24,890
Q2 2025 Reduced 36.67%
$237B
$8.05 Million 0.19% of portfolio
44,193
Q2 2025 Reduced 38.42%
$115B
$7.43 Million 0.18% of portfolio
14,580
Q2 2025 Reduced 54.61%
$224B
$7.28 Million 0.18% of portfolio
24,901
Q2 2025 Reduced 53.88%
$123B
$7 Million 0.17% of portfolio
15,123
Q2 2025 Reduced 53.9%
$388B
$6.65 Million 0.16% of portfolio
46,887
Q2 2025 Reduced 60.58%
$193B
$6.63 Million 0.16% of portfolio
53,470
Q2 2025 Reduced 60.63%
$181B
$6.2 Million 0.15% of portfolio
214,370
Q2 2025 Reduced 60.82%
$169B
$6.12 Million 0.15% of portfolio
5,955
Q2 2025 Reduced 36.5%
$291B
$5.7 Million 0.14% of portfolio
14,695
Q2 2025 Reduced 45.39%
$319B
$5.68 Million 0.14% of portfolio
81,810
Q2 2025 Reduced 57.25%
$512B
$5.91 Million 0.14% of portfolio
10,525
Q2 2025 Reduced 77.86%
$33.2B
$5.99 Million 0.14% of portfolio
63,052
Q2 2025 Added 0.35%
$132B
$5.75 Million 0.14% of portfolio
21,549
Q2 2025 Added 18.99%
$237B
$5.66 Million 0.14% of portfolio
20,770
Q2 2025 Reduced 54.69%
$235B
$5.44 Million 0.13% of portfolio
68,668
Q2 2025 Reduced 46.87%
$204B
$5.34 Million 0.13% of portfolio
40,413
Q2 2025 Reduced 44.41%
$104B
$5.15 Million 0.12% of portfolio
87,758
Q2 2025 Reduced 45.74%
$94.5B
$5.06 Million 0.12% of portfolio
17,334
Q2 2025 Reduced 38.9%
$228B
$4.73 Million 0.11% of portfolio
34,812
Q2 2025 Reduced 48.11%
$197B
$4.69 Million 0.11% of portfolio
25,615
Q2 2025 Reduced 34.51%

Summary

  • Portfolio
  • No. of Stocks 2,098
  • Current Value $4.15 Billion
  • Prior Value $7.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 119 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,031 stocks
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