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
$0
$503,000 0.01% of portfolio
94,367
Q1 2025 Reduced 23.74%
$0
$450,000 0.01% of portfolio
103,017
Q1 2025 Added 8.3%
$12.4B
$428,000 0.01% of portfolio
8,427
Q1 2025 Added 4.61%
$29.5B
$471,000 0.01% of portfolio
1,123
Q4 2024 Reduced 64.47%
$5.57B
$634,000 0.01% of portfolio
4,085
Q1 2025 Added 85.94%
$22B
$759,000 0.01% of portfolio
7,755
Q1 2025 Reduced 19.35%
$3.5B
$512,000 0.01% of portfolio
4,356
Q1 2025 Added 32.44%
$14.7B
$730,000 0.01% of portfolio
8,748
Q1 2025 Added 9.51%
$18.7B
$511,000 0.01% of portfolio
2,729
Q1 2025 Added 14.66%
$2.37B
$748,000 0.01% of portfolio
25,595
Q1 2025 Reduced 2.93%
$47.3B
$461,000 0.01% of portfolio
44,897
Q1 2025 Reduced 6.21%
$109B
$1.06 Million 0.01% of portfolio
3,060
Q1 2025 Reduced 28.1%
$140B
$694,000 0.01% of portfolio
10,459
Q1 2025 Added 38.53%
$26.6B
$477,000 0.01% of portfolio
30,953
Q1 2025 Added 3.54%
$75.4B
$634,000 0.01% of portfolio
2,790
Q1 2025 Reduced 3.29%
$6.09B
$607,000 0.01% of portfolio
21,503
Q1 2025 Reduced 1.7%
$25.7B
$1.01 Million 0.01% of portfolio
36,334
Q1 2025 Reduced 31.83%
$22.3B
$590,000 0.01% of portfolio
1,784
Q1 2025 Reduced 2.94%
$25.9B
$642,000 0.01% of portfolio
1,124
Q1 2025 Reduced 25.51%
$3.37B
$937,000 0.01% of portfolio
20,410
Q4 2024 Added 0.99%
$35.3B
$551,000 0.01% of portfolio
6,892
Q1 2025 Reduced 37.11%
$13.1B
$422,000 0.01% of portfolio
5,543
Q1 2025 New
$19B
$1.03 Million 0.01% of portfolio
13,222
Q1 2025 Added 24.5%
$18.5B
$1.07 Million 0.01% of portfolio
20,140
Q1 2025 Reduced 26.93%
$29.7B
$1.11 Million 0.01% of portfolio
8,172
Q1 2025 Added 6.07%
$48.1B
$410,000 0.01% of portfolio
9,993
Q1 2025 Added 1.78%
$7.02B
$400,000 0.01% of portfolio
66,604
Q1 2025 New
$2.93B
$524,000 0.01% of portfolio
12,500
Q4 2024 Added 8.7%
$27.1B
$518,000 0.01% of portfolio
6,280
Q1 2025 Reduced 21.35%
$17.1B
$628,000 0.01% of portfolio
39,288
Q1 2025 Reduced 2.38%
$13.4B
$395,000 0.01% of portfolio
18,611
Q4 2024 Reduced 0.01%
$11.2B
$861,000 0.01% of portfolio
1,770
Q1 2025 Reduced 35.68%
$22.3B
$611,000 0.01% of portfolio
4,532
Q1 2025 Reduced 28.49%
$28.8B
$448,000 0.01% of portfolio
3,906
Q1 2025 Added 6.11%
$0
$538,000 0.01% of portfolio
82,282
Q1 2025 Reduced 11.15%
$12.9B
$1.09 Million 0.01% of portfolio
5,774
Q1 2025 Added 13.62%
$5.91B
$429,000 0.01% of portfolio
11,948
Q1 2025 Reduced 9.01%
$34.1B
$474,000 0.01% of portfolio
3,635
Q1 2025 Added 108.07%
$20.6B
$473,000 0.01% of portfolio
6,723
Q1 2025 Reduced 22.72%
$4B
$603,000 0.01% of portfolio
3,100
Q1 2025 Added 100.0%
$14.9B
$444,000 0.01% of portfolio
6,386
Q1 2025 Reduced 6.86%
$18B
$535,000 0.01% of portfolio
6,511
Q1 2025 Reduced 60.18%
$2.49B
$523,000 0.01% of portfolio
86,881
Q1 2025 Reduced 22.07%
$9.96B
$1.05 Million 0.01% of portfolio
3,438
Q1 2025 Reduced 3.62%
$26.9B
$706,000 0.01% of portfolio
598
Q1 2025 Added 4.0%
$31.4B
$730,000 0.01% of portfolio
12,489
Q1 2025 Added 0.28%
$22.8B
$821,000 0.01% of portfolio
9,353
Q1 2025 Reduced 14.33%
$48.3B
$1.17 Million 0.01% of portfolio
24,186
Q1 2025 Reduced 29.67%
$16.2B
$794,000 0.01% of portfolio
19,806
Q1 2025 Added 5.2%

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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