Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

Atria Wealth Solutions, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.87 Billion distributed in 4132 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 $240M, Apple Inc. with a value of $192M, Nvidia Corp with a value of $149M, Invesco Qqq Trust, Series 1 with a value of $128M, and Microsoft Corp with a value of $121M.

Examining the 13F form we can see an decrease of $864M in the current position value, from $8.74B to 7.87B.

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 $7.87 Billion
ETFs: $5.07 Billion
Technology: $765 Million
Financial Services: $449 Million
Consumer Cyclical: $282 Million
Healthcare: $268 Million
Communication Services: $228 Million
Industrials: $223 Million
Consumer Defensive: $213 Million
Other: $300 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$192 Million 2.44% of portfolio
865,871
Q1 2025 Reduced 16.41%
$406B
$149 Million 1.89% of portfolio
1,375,240
Q1 2025 Reduced 9.47%
$3.75T
$121 Million 1.54% of portfolio
322,488
Q1 2025 Reduced 21.32%
$2.27T
$103 Million 1.31% of portfolio
540,702
Q1 2025 Reduced 10.07%
$631B
$64.5 Million 0.82% of portfolio
121,124
Q1 2025 Reduced 14.97%
$1.62T
$62.1 Million 0.79% of portfolio
107,662
Q1 2025 Reduced 5.04%
$1.07T
$43.4 Million 0.55% of portfolio
280,875
Q1 2025 Reduced 8.02%
$435B
$42.4 Million 0.54% of portfolio
44,841
Q1 2025 Reduced 11.66%
$934B
$40.9 Million 0.52% of portfolio
157,633
Q1 2025 Reduced 10.1%
$1.08T
$37.1 Million 0.47% of portfolio
237,736
Q1 2025 Reduced 4.79%
$831B
$36.7 Million 0.47% of portfolio
149,525
Q1 2025 Reduced 11.61%
$585B
$33.2 Million 0.42% of portfolio
94,844
Q1 2025 Reduced 2.6%
$748B
$31.6 Million 0.4% of portfolio
38,273
Q1 2025 Reduced 0.06%
$0
$30 Million 0.38% of portfolio
1,517,204
Q1 2025 Reduced 15.56%
$337B
$28.9 Million 0.37% of portfolio
137,705
Q1 2025 Reduced 4.69%
$474B
$26.9 Million 0.34% of portfolio
226,062
Q1 2025 Reduced 14.72%
$539B
$26.1 Million 0.33% of portfolio
47,545
Q1 2025 Reduced 6.94%
$113B
$24.5 Million 0.31% of portfolio
146,101
Q1 2025 Reduced 4.02%
$300B
$23.5 Million 0.3% of portfolio
140,222
Q1 2025 Reduced 17.34%
$263B
$23.7 Million 0.3% of portfolio
270,144
Q1 2025 Reduced 7.08%
$373B
$22.9 Million 0.29% of portfolio
134,326
Q1 2025 Reduced 10.06%
$380B
$22 Million 0.28% of portfolio
60,118
Q1 2025 Reduced 12.12%
$281B
$18.8 Million 0.24% of portfolio
222,294
Q1 2025 Reduced 8.11%
$260B
$17.7 Million 0.23% of portfolio
71,311
Q1 2025 Reduced 11.41%
$300B
$17.5 Million 0.22% of portfolio
243,777
Q1 2025 Reduced 2.12%
$573B
$17.5 Million 0.22% of portfolio
18,799
Q1 2025 Reduced 4.78%
$283B
$17 Million 0.22% of portfolio
32,375
Q1 2025 Reduced 7.48%
$216B
$16.9 Million 0.21% of portfolio
53,992
Q1 2025 Reduced 2.49%
$179B
$16.6 Million 0.21% of portfolio
366,370
Q1 2025 Reduced 14.15%
$200B
$15.5 Million 0.2% of portfolio
547,139
Q1 2025 Reduced 0.08%
$121B
$14.7 Million 0.19% of portfolio
32,803
Q1 2025 Reduced 11.44%
$143B
$14.6 Million 0.19% of portfolio
577,643
Q1 2025 Reduced 1.25%
$1.2T
$14.4 Million 0.18% of portfolio
86,841
Q1 2025 Added 26.04%
$220B
$13.4 Million 0.17% of portfolio
135,812
Q1 2025 Reduced 3.52%
$223B
$12.2 Million 0.16% of portfolio
118,939
Q1 2025 Reduced 9.73%
$271B
$12.3 Million 0.16% of portfolio
45,840
Q1 2025 Added 0.23%
$92.7B
$12.4 Million 0.16% of portfolio
53,607
Q1 2025 Reduced 0.97%
$159B
$12.2 Million 0.15% of portfolio
39,029
Q1 2025 Reduced 14.7%
$284B
$11.8 Million 0.15% of portfolio
191,377
Q1 2025 Added 7.29%
$212B
$11.6 Million 0.15% of portfolio
129,254
Q1 2025 Added 0.01%
$191B
$11.6 Million 0.15% of portfolio
159,629
Q1 2025 Added 1.85%
$376B
$11.2 Million 0.14% of portfolio
267,587
Q1 2025 Reduced 16.86%
$110B
$11.3 Million 0.14% of portfolio
32,123
Q1 2025 Reduced 4.96%
$90.2B
$11.2 Million 0.14% of portfolio
92,104
Q1 2025 Reduced 9.33%
$185B
$10.9 Million 0.14% of portfolio
72,695
Q1 2025 Reduced 21.66%
$276B
$11.4 Million 0.14% of portfolio
71,767
Q1 2025 Reduced 13.81%
$237B
$10.6 Million 0.13% of portfolio
39,300
Q1 2025 Reduced 6.57%
$101B
$9.87 Million 0.13% of portfolio
161,837
Q1 2025 Reduced 15.13%
$118B
$10.2 Million 0.13% of portfolio
113,631
Q1 2025 Added 7.44%

Summary

  • Portfolio
  • No. of Stocks 4,132
  • Current Value $7.87 Billion
  • Prior Value $8.74 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 156 stocks
  • Additional Purchases 633 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 971 stocks
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