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
$129B
$5.55 Million 0.07% of portfolio
63,889
Q1 2025 Reduced 2.74%
$145B
$5.13 Million 0.07% of portfolio
18,110
Q1 2025 Reduced 8.89%
$39.2B
$5.32 Million 0.07% of portfolio
47,659
Q1 2025 Added 0.15%
$77.1B
$5.7 Million 0.07% of portfolio
23,518
Q1 2025 Reduced 3.84%
$173B
$5.56 Million 0.07% of portfolio
10,948
Q1 2025 Reduced 4.96%
$39.4B
$5.18 Million 0.07% of portfolio
69,004
Q1 2025 Added 0.62%
$15.7B
$4.62 Million 0.06% of portfolio
71,787
Q1 2025 Added 2.77%
$77B
$4.35 Million 0.06% of portfolio
51,863
Q1 2025 Added 9.94%
$50.5B
$4.42 Million 0.06% of portfolio
19,303
Q1 2025 Added 81.2%
$15.7B
$4.92 Million 0.06% of portfolio
33,437
Q1 2025 Reduced 0.06%
$120B
$4.73 Million 0.06% of portfolio
45,062
Q1 2025 Reduced 28.23%
$2.36B
$4.58 Million 0.06% of portfolio
238,406
Q1 2025 Reduced 5.93%
$79.1B
$4.62 Million 0.06% of portfolio
18,636
Q1 2025 Added 11.25%
$43B
$4.45 Million 0.06% of portfolio
31,317
Q1 2025 Reduced 49.43%
$63.7B
$4.42 Million 0.06% of portfolio
154,902
Q1 2025 Reduced 16.17%
$51.7B
$5.1 Million 0.06% of portfolio
75,327
Q1 2025 Added 303.01%
$80.2B
$4.77 Million 0.06% of portfolio
9,311
Q1 2025 Reduced 14.58%
$52B
$5.09 Million 0.06% of portfolio
32,987
Q1 2025 Added 112.53%
$79.7B
$4.84 Million 0.06% of portfolio
27,522
Q1 2025 Reduced 8.07%
$136B
$4.53 Million 0.06% of portfolio
47,441
Q1 2025 Reduced 15.41%
$102B
$4.4 Million 0.06% of portfolio
13,066
Q1 2025 Reduced 10.07%
$155B
$4.5 Million 0.06% of portfolio
75,635
Q1 2025 Added 1.44%
$73B
$4.39 Million 0.06% of portfolio
39,951
Q1 2025 Reduced 9.38%
$87.3B
$4.29 Million 0.05% of portfolio
29,194
Q1 2025 Reduced 14.02%
$5.13B
$4.26 Million 0.05% of portfolio
444,260
Q1 2025 Reduced 1.83%
$54.4B
$4.31 Million 0.05% of portfolio
39,778
Q1 2025 Reduced 30.12%
$64.5B
$3.8 Million 0.05% of portfolio
12,884
Q1 2025 Reduced 24.5%
$54B
$3.6 Million 0.05% of portfolio
32,925
Q1 2025 Reduced 13.66%
$19.5B
$4.22 Million 0.05% of portfolio
9,733
Q1 2025 Added 10.56%
$116B
$4.28 Million 0.05% of portfolio
14,160
Q1 2025 Reduced 12.28%
$22B
$3.75 Million 0.05% of portfolio
18,246
Q1 2025 Reduced 11.75%
$35.8B
$4.14 Million 0.05% of portfolio
37,430
Q1 2025 Reduced 2.35%
$84.5B
$3.74 Million 0.05% of portfolio
55,242
Q1 2025 Reduced 11.13%
$144B
$4.27 Million 0.05% of portfolio
20,823
Q1 2025 Reduced 2.41%
$144B
$3.79 Million 0.05% of portfolio
13,935
Q1 2025 Reduced 7.83%
$76.4B
$4.13 Million 0.05% of portfolio
16,298
Q1 2025 Added 25.33%
$82.7B
$3.7 Million 0.05% of portfolio
33,757
Q1 2025 Reduced 3.75%
$81.2B
$3.65 Million 0.05% of portfolio
37,907
Q1 2025 Reduced 4.97%
$0
$3.69 Million 0.05% of portfolio
175,949
Q1 2025 Reduced 16.65%
$0
$4.01 Million 0.05% of portfolio
257,666
Q1 2025 Added 145.53%
$17.7B
$3.75 Million 0.05% of portfolio
14,051
Q1 2025 Added 3.97%
$24.2B
$3.98 Million 0.05% of portfolio
23,267
Q1 2025 Reduced 14.9%
$183B
$3.66 Million 0.05% of portfolio
7,394
Q1 2025 Reduced 16.84%
$47.1B
$4.18 Million 0.05% of portfolio
122,105
Q1 2025 Added 2.19%
$103B
$4.3 Million 0.05% of portfolio
6,391
Q1 2025 Reduced 25.99%
$120B
$4 Million 0.05% of portfolio
2,048
Q1 2025 Reduced 4.79%
$3.88B
$4.03 Million 0.05% of portfolio
13,974
Q1 2025 Reduced 11.51%
$0
$3.71 Million 0.05% of portfolio
339,811
Q1 2025 Reduced 0.88%
$0
$3.94 Million 0.05% of portfolio
233,072
Q1 2025 Reduced 1.02%

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email