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
$64.1B
$1.78 Million 0.02% of portfolio
28,091
Q1 2025 Reduced 16.7%
$3.49B
$1.64 Million 0.02% of portfolio
46,105
Q1 2025 Added 102.01%
$38.4B
$1.52 Million 0.02% of portfolio
8,227
Q1 2025 Reduced 14.49%
$60.3B
$1.79 Million 0.02% of portfolio
7,734
Q1 2025 Added 10.27%
$99.6B
$1.61 Million 0.02% of portfolio
6,060
Q1 2025 Added 40.47%
$939M
$1.44 Million 0.02% of portfolio
1,065
Q1 2025 Reduced 0.37%
$0
$1.25 Million 0.02% of portfolio
49,022
Q1 2025 Reduced 30.78%
$0
$1.51 Million 0.02% of portfolio
203,776
Q1 2025 Reduced 2.37%
$0
$1.19 Million 0.02% of portfolio
166,018
Q1 2025 Reduced 1.51%
$52.5B
$1.92 Million 0.02% of portfolio
30,575
Q1 2025 Reduced 17.75%
$20.2B
$1.29 Million 0.02% of portfolio
44,626
Q1 2025 Reduced 22.69%
$44.7B
$1.77 Million 0.02% of portfolio
17,026
Q1 2025 Reduced 20.61%
$71.4B
$1.43 Million 0.02% of portfolio
48,598
Q1 2025 Reduced 35.78%
$32.6B
$1.67 Million 0.02% of portfolio
18,363
Q1 2025 Added 27.58%
$58B
$1.39 Million 0.02% of portfolio
13,291
Q1 2025 Reduced 35.14%
$1.06B
$1.4 Million 0.02% of portfolio
62,659
Q1 2025 Added 78.87%
$26B
$1.27 Million 0.02% of portfolio
9,208
Q1 2025 Reduced 0.41%
$42.6B
$1.2 Million 0.02% of portfolio
17,744
Q1 2025 Added 11.18%
$16.8B
$1.76 Million 0.02% of portfolio
20,627
Q1 2025 Added 24.97%
$39.1B
$1.59 Million 0.02% of portfolio
863
Q1 2025 Reduced 13.87%
$17.1B
$1.7 Million 0.02% of portfolio
13,456
Q1 2025 Added 31.64%
$1.06B
$1.3 Million 0.02% of portfolio
77,973
Q1 2025 Added 7.77%
$41.7B
$1.29 Million 0.02% of portfolio
5,921
Q1 2025 Added 12.63%
$30.3B
$1.9 Million 0.02% of portfolio
31,795
Q1 2025 Reduced 5.59%
$17.6B
$1.65 Million 0.02% of portfolio
13,841
Q1 2025 Added 30.8%
$21.6B
$1.2 Million 0.02% of portfolio
54,250
Q1 2025 Reduced 20.98%
$59.6B
$1.82 Million 0.02% of portfolio
27,981
Q1 2025 Reduced 20.71%
$10.2B
$1.29 Million 0.02% of portfolio
68,190
Q1 2025 Added 1.34%
$1.18B
$1.91 Million 0.02% of portfolio
72,750
Q1 2025 Added 19.26%
$7.28B
$1.21 Million 0.02% of portfolio
14,403
Q1 2025 Reduced 13.25%
$34.1B
$1.24 Million 0.02% of portfolio
40,740
Q1 2025 Reduced 20.42%
$35.1B
$1.94 Million 0.02% of portfolio
10,850
Q1 2025 Added 1.72%
$87.6B
$1.53 Million 0.02% of portfolio
10,482
Q1 2025 Reduced 24.84%
$91.8B
$1.83 Million 0.02% of portfolio
7,699
Q1 2025 Reduced 7.82%
$106B
$1.69 Million 0.02% of portfolio
6,912
Q1 2025 Reduced 23.27%
$35.2B
$1.24 Million 0.02% of portfolio
2,586
Q1 2025 Reduced 30.65%
$62.1B
$1.5 Million 0.02% of portfolio
18,621
Q1 2025 Reduced 27.09%
$33.9B
$1.32 Million 0.02% of portfolio
2,269
Q1 2025 Added 26.2%
$92.2B
$1.67 Million 0.02% of portfolio
3,585
Q1 2025 Added 94.63%
$60.9B
$1.43 Million 0.02% of portfolio
6,033
Q1 2025 Reduced 27.84%
$59B
$1.19 Million 0.02% of portfolio
6,287
Q1 2025 Reduced 22.08%
$85.5B
$1.86 Million 0.02% of portfolio
28,495
Q1 2025 Reduced 21.88%
$4.03B
$1.51 Million 0.02% of portfolio
41,315
Q1 2025 Reduced 38.97%
$50.7B
$1.4 Million 0.02% of portfolio
4,687
Q1 2025 Reduced 8.67%
$83.5B
$1.82 Million 0.02% of portfolio
43,720
Q1 2025 Added 11.6%
$27.5B
$1.36 Million 0.02% of portfolio
25,244
Q1 2025 Added 30.94%
$58.1B
$1.2 Million 0.02% of portfolio
2,030
Q1 2025 Reduced 6.06%
$87.2B
$1.6 Million 0.02% of portfolio
7,804
Q1 2025 Added 31.51%
$51.4B
$1.4 Million 0.02% of portfolio
33,543
Q1 2025 Reduced 25.18%

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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