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
$10.6B
$743,000 0.01% of portfolio
9,667
Q1 2025 Added 7.84%
$6.46B
$1.02 Million 0.01% of portfolio
51,393
Q1 2025 Reduced 41.7%
$22.6B
$408,000 0.01% of portfolio
1,802
Q1 2025 Added 51.81%
$54.4B
$503,000 0.01% of portfolio
12,995
Q1 2025 Reduced 34.14%
$2.65B
$715,000 0.01% of portfolio
35,410
Q1 2025 New
$15.3B
$512,000 0.01% of portfolio
16,163
Q1 2025 Added 0.32%
$4.23B
$740,000 0.01% of portfolio
19,104
Q1 2025 Added 98.92%
$19.2B
$467,000 0.01% of portfolio
3,478
Q1 2025 Reduced 43.49%
$33.5B
$1.15 Million 0.01% of portfolio
21,040
Q1 2025 Reduced 21.3%
$860M
$428,000 0.01% of portfolio
17,780
Q1 2025 Reduced 4.82%
$85.4B
$861,000 0.01% of portfolio
623
Q1 2025 Reduced 14.54%
$15.7B
$786,000 0.01% of portfolio
12,324
Q1 2025 New
$7.6B
$585,000 0.01% of portfolio
17,706
Q1 2025 New
$29.1B
$405,000 0.01% of portfolio
5,872
Q1 2025 Reduced 16.05%
$3.66B
$968,000 0.01% of portfolio
14,000
Q1 2025 Added 100.0%
$39.7B
$1.01 Million 0.01% of portfolio
4,355
Q1 2025 Reduced 56.39%
$81.1B
$1.02 Million 0.01% of portfolio
8,656
Q1 2025 Reduced 33.92%
$35.9B
$902,000 0.01% of portfolio
3,870
Q1 2025 Added 7.83%
$38.7B
$427,000 0.01% of portfolio
2,356
Q1 2025 Reduced 75.22%
$27.2B
$607,000 0.01% of portfolio
56,650
Q1 2025 Reduced 12.43%
$47.4B
$864,000 0.01% of portfolio
4,428
Q1 2025 Added 23.21%
$15.7B
$814,000 0.01% of portfolio
1,603
Q1 2025 Reduced 0.25%
$10.5B
$596,000 0.01% of portfolio
11,564
Q1 2025 Reduced 0.05%
$33.4B
$1.03 Million 0.01% of portfolio
9,412
Q1 2025 Reduced 53.85%
$6.35B
$413,000 0.01% of portfolio
5,368
Q1 2025 Added 86.45%
$16.6B
$900,000 0.01% of portfolio
4,021
Q1 2025 Added 45.53%
$9.28B
$1.01 Million 0.01% of portfolio
13,166
Q1 2025 Reduced 17.53%
$0
$484,000 0.01% of portfolio
121,700
Q1 2025 Added 14.06%
$21.3B
$674,000 0.01% of portfolio
16,695
Q1 2025 Added 3.92%
$3.21B
$466,000 0.01% of portfolio
44,068
Q1 2025 Added 36.37%
$41.3B
$715,000 0.01% of portfolio
9,213
Q1 2025 Reduced 2.64%
$4.72B
$406,000 0.01% of portfolio
211
Q1 2025 New
$45.2B
$646,000 0.01% of portfolio
2,768
Q1 2025 Reduced 2.02%
$12.6B
$539,000 0.01% of portfolio
6,464
Q1 2025 Reduced 0.43%
$37.8B
$703,000 0.01% of portfolio
9,941
Q1 2025 Reduced 39.81%
$15.2B
$491,000 0.01% of portfolio
4,566
Q1 2025 Reduced 1.42%
$23.6B
$886,000 0.01% of portfolio
7,418
Q1 2025 New
$2.75B
$412,000 0.01% of portfolio
12,457
Q1 2025 Reduced 7.22%
$41.6B
$685,000 0.01% of portfolio
3,455
Q1 2025 Added 16.53%
$1.19B
$101,000 0.0% of portfolio
11,610
Q1 2025 Added 7.62%
$219M
$31,000 0.0% of portfolio
14,750
Q1 2025 Reduced 2.64%
$0
$45,000 0.0% of portfolio
11,336
Q1 2025 Reduced 52.71%
$0
$159,000 0.0% of portfolio
26,468
Q1 2025 Added 3.97%
$210M
$28,000 0.0% of portfolio
20,000
Q1 2025 New
$647M
$250,000 0.0% of portfolio
11,060
Q1 2025 Reduced 9.05%
$16B
$294,000 0.0% of portfolio
3,177
Q1 2025 Added 56.35%
$28.3B
$320,000 0.0% of portfolio
3,134
Q1 2025 Reduced 43.5%
$6.62B
$325,000 0.0% of portfolio
2,732
Q1 2025 New
$14.7B
$357,000 0.0% of portfolio
7,910
Q1 2025 Added 115.3%

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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