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
$618B
$10 Million 0.13% of portfolio
71,880
Q1 2025 Reduced 3.05%
$219B
$10.4 Million 0.13% of portfolio
78,191
Q1 2025 Reduced 17.57%
$104B
$9.71 Million 0.12% of portfolio
161,737
Q1 2025 Reduced 21.01%
$287B
$9.11 Million 0.12% of portfolio
45,492
Q1 2025 Added 5.98%
$101B
$9.52 Million 0.12% of portfolio
103,579
Q1 2025 Reduced 8.61%
$0
$9.77 Million 0.12% of portfolio
406,043
Q1 2025 Reduced 20.75%
$231B
$8.9 Million 0.11% of portfolio
67,094
Q1 2025 Reduced 13.32%
$1.66B
$8.72 Million 0.11% of portfolio
237,370
Q4 2023 Reduced 38.0%
$126B
$8.59 Million 0.11% of portfolio
28,119
Q1 2025 Added 20.75%
$137B
$8.29 Million 0.11% of portfolio
48,636
Q1 2025 Reduced 3.28%
$214B
$8.88 Million 0.11% of portfolio
26,911
Q1 2025 Reduced 20.04%
$169B
$8.85 Million 0.11% of portfolio
124,642
Q1 2025 Reduced 8.77%
$42.4B
$7.82 Million 0.1% of portfolio
56,728
Q1 2025 Reduced 0.46%
$83.7B
$7.73 Million 0.1% of portfolio
28,369
Q1 2025 Added 4.95%
$243B
$7.72 Million 0.1% of portfolio
14,129
Q1 2025 Reduced 18.56%
$138B
$7.58 Million 0.1% of portfolio
32,517
Q1 2025 Added 0.96%
$36.3B
$7.69 Million 0.1% of portfolio
132,645
Q1 2025 Reduced 28.89%
$108B
$7.58 Million 0.1% of portfolio
77,246
Q1 2025 Reduced 3.09%
$143B
$7.58 Million 0.1% of portfolio
32,067
Q1 2025 Reduced 8.76%
$87.1B
$6.94 Million 0.09% of portfolio
27,301
Q1 2025 Reduced 9.21%
$160B
$6.79 Million 0.09% of portfolio
32,048
Q1 2025 Reduced 7.11%
$92.7B
$6.78 Million 0.09% of portfolio
99,918
Q1 2025 Added 10.83%
$147B
$7.27 Million 0.09% of portfolio
102,489
Q1 2025 Reduced 19.85%
$57.1B
$7.1 Million 0.09% of portfolio
41,603
Q1 2025 Reduced 0.37%
$194B
$7.47 Million 0.09% of portfolio
9,378
Q1 2025 Added 5.68%
$167B
$6.99 Million 0.09% of portfolio
14,039
Q1 2025 Reduced 10.89%
$143B
$7.33 Million 0.09% of portfolio
60,145
Q1 2025 Reduced 6.95%
$157B
$5.92 Million 0.08% of portfolio
160,562
Q1 2025 Reduced 10.95%
$54B
$6.29 Million 0.08% of portfolio
338,260
Q1 2025 Reduced 50.3%
$69.3B
$6.67 Million 0.08% of portfolio
195,356
Q1 2025 Reduced 9.76%
$120B
$6.69 Million 0.08% of portfolio
57,881
Q1 2025 Reduced 2.93%
$36.5B
$6.47 Million 0.08% of portfolio
65,229
Q1 2025 Reduced 27.94%
$33.3B
$6.12 Million 0.08% of portfolio
62,834
Q1 2025 Reduced 7.15%
$91.5B
$6.07 Million 0.08% of portfolio
9,992
Q1 2025 Reduced 10.66%
$148B
$5.99 Million 0.08% of portfolio
16,082
Q1 2025 Reduced 3.16%
$317B
$6.39 Million 0.08% of portfolio
88,955
Q1 2025 Reduced 8.11%
$13.1B
$6.57 Million 0.08% of portfolio
104,160
Q1 2025 Added 2.04%
$176B
$5.79 Million 0.07% of portfolio
18,558
Q1 2025 Reduced 1.15%
$171B
$5.56 Million 0.07% of portfolio
14,500
Q1 2025 Reduced 25.25%
$287B
$5.51 Million 0.07% of portfolio
41,656
Q1 2025 Added 14.89%
$170B
$5.68 Million 0.07% of portfolio
39,110
Q1 2025 Added 3.51%
$427B
$5.59 Million 0.07% of portfolio
7
Q1 2025 Reduced 12.5%
$116B
$5.74 Million 0.07% of portfolio
41,089
Q1 2025 Reduced 15.53%
$229B
$5.63 Million 0.07% of portfolio
1,223
Q1 2025 Reduced 4.6%
$74.1B
$5.25 Million 0.07% of portfolio
56,063
Q1 2025 Added 29.84%
$153B
$5.2 Million 0.07% of portfolio
11,075
Q1 2025 Reduced 21.69%
$91.5B
$5.17 Million 0.07% of portfolio
116,632
Q1 2025 Reduced 3.13%
$46.9B
$5.37 Million 0.07% of portfolio
535,831
Q1 2025 Reduced 11.83%
$140B
$5.34 Million 0.07% of portfolio
47,654
Q1 2025 Reduced 18.49%

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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