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
$30.8B
$1.83 Million 0.02% of portfolio
21,587
Q1 2025 Reduced 8.85%
$23.4B
$1.67 Million 0.02% of portfolio
23,390
Q1 2025 Reduced 34.72%
$256B
$1.95 Million 0.02% of portfolio
26,644
Q1 2025 Reduced 40.34%
$17B
$1.18 Million 0.02% of portfolio
3,513
Q1 2025 Reduced 19.85%
$68.3B
$1.96 Million 0.02% of portfolio
13,427
Q1 2025 Added 3.44%
$0
$1.38 Million 0.02% of portfolio
118,851
Q1 2025 Reduced 7.87%
$17.2B
$1.56 Million 0.02% of portfolio
10,218
Q1 2025 Added 6.04%
$0
$1.89 Million 0.02% of portfolio
109,447
Q1 2025 Reduced 2.81%
$8B
$1.36 Million 0.02% of portfolio
1,024
Q1 2025 Reduced 4.21%
$92.5B
$1.7 Million 0.02% of portfolio
5,176
Q1 2025 Reduced 28.35%
$6.44B
$1.27 Million 0.02% of portfolio
23,095
Q1 2025 Reduced 39.82%
$60.6B
$1.23 Million 0.02% of portfolio
29,922
Q1 2025 Reduced 44.02%
$23.4B
$1.3 Million 0.02% of portfolio
2,229
Q1 2025 Added 12.69%
$30B
$1.73 Million 0.02% of portfolio
6,821
Q1 2025 Reduced 4.23%
$32.4B
$1.33 Million 0.02% of portfolio
40,628
Q1 2025 Reduced 0.23%
$41.9B
$1.86 Million 0.02% of portfolio
11,813
Q1 2025 Added 12.37%
$0
$449,000 0.01% of portfolio
41,918
Q1 2025 Reduced 17.18%
$53B
$986,000 0.01% of portfolio
4,765
Q1 2025 Reduced 55.28%
$12.2B
$778,000 0.01% of portfolio
21,350
Q1 2025 Reduced 3.89%
$24.9B
$525,000 0.01% of portfolio
5,236
Q1 2025 Added 2.73%
$62.1B
$578,000 0.01% of portfolio
6,651
Q1 2025 Added 6.21%
$40.9B
$734,000 0.01% of portfolio
4,264
Q1 2025 Reduced 16.88%
$33.6B
$466,000 0.01% of portfolio
1,475
Q1 2025 Added 78.79%
$8.4B
$573,000 0.01% of portfolio
31,882
Q1 2025 Reduced 4.42%
$74.4B
$878,000 0.01% of portfolio
2,202
Q1 2025 Added 40.97%
$6.38B
$1.06 Million 0.01% of portfolio
50,318
Q1 2025 Added 11.39%
$89.1B
$865,000 0.01% of portfolio
6,322
Q1 2025 Reduced 13.11%
$33.5B
$408,000 0.01% of portfolio
4,252
Q1 2025 Reduced 59.81%
$29.8B
$466,000 0.01% of portfolio
9,724
Q1 2025 Reduced 8.38%
$31B
$615,000 0.01% of portfolio
4,198
Q1 2025 Reduced 0.64%
$53.3B
$1.1 Million 0.01% of portfolio
2,088
Q1 2025 Reduced 38.97%
$7.02B
$604,000 0.01% of portfolio
3,178
Q1 2025 Reduced 2.9%
$39.9B
$508,000 0.01% of portfolio
11,568
Q1 2025 New
$725M
$1.12 Million 0.01% of portfolio
54,935
Q1 2025 Added 297.42%
$10.8B
$686,000 0.01% of portfolio
9,709
Q1 2025 New
$14.5B
$501,000 0.01% of portfolio
4,395
Q1 2025 Added 81.39%
$0
$540,000 0.01% of portfolio
49,808
Q1 2025 Reduced 20.57%
$0
$676,000 0.01% of portfolio
70,651
Q1 2025 Added 8.6%
$0
$548,000 0.01% of portfolio
63,734
Q1 2025 Reduced 3.47%
$0
$482,000 0.01% of portfolio
34,137
Q1 2025 Reduced 11.84%
$30.3B
$867,000 0.01% of portfolio
15,159
Q1 2025 Reduced 8.46%
$5.27B
$1.01 Million 0.01% of portfolio
75,464
Q1 2025 Added 14.56%
$14.3B
$1.01 Million 0.01% of portfolio
9,675
Q1 2025 Added 127.06%
$115B
$1.06 Million 0.01% of portfolio
25,726
Q1 2025 Added 28.75%
$0
$1.05 Million 0.01% of portfolio
67,233
Q1 2025 Added 63.6%
$0
$661,000 0.01% of portfolio
40,884
Q1 2025 Reduced 46.96%
$70.5B
$504,000 0.01% of portfolio
5,180
Q1 2025 Reduced 36.42%
$10.3B
$859,000 0.01% of portfolio
11,027
Q1 2025 Added 3.81%
$32.6B
$1.03 Million 0.01% of portfolio
52,563
Q1 2025 Reduced 13.35%

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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