Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

Atria Wealth Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.15 Billion distributed in 2098 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 $122M, Nvidia Corp with a value of $86.8M, Invesco Qqq Trust, Series 1 with a value of $84.5M, Apple Inc. with a value of $71M, and Microsoft Corp with a value of $69.5M.

Examining the 13F form we can see an decrease of $3.73B in the current position value, from $7.87B to 4.15B.

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 $4.15 Billion
ETFs: $2.78 Billion
Technology: $418 Million
Financial Services: $210 Million
Consumer Cyclical: $128 Million
Industrials: $125 Million
Communication Services: $116 Million
Healthcare: $104 Million
Consumer Defensive: $93.1 Million
Other: $133 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.94 Million 0.12% of portfolio
238,939
Q2 2025 Reduced 14.08%
$0
$4.93 Million 0.12% of portfolio
251,093
Q2 2025 Reduced 8.94%
$0
$4.82 Million 0.12% of portfolio
90,461
Q2 2025 Reduced 20.92%
$0
$5.03 Million 0.12% of portfolio
11,858
Q2 2025 Reduced 84.28%
$0
$4.95 Million 0.12% of portfolio
42,221
Q2 2025 Reduced 53.51%
$0
$5.18 Million 0.12% of portfolio
38,189
Q2 2025 Reduced 48.11%
$0
$4.79 Million 0.12% of portfolio
68,817
Q2 2025 Reduced 72.49%
$11.6B
$4.94 Million 0.12% of portfolio
75,332
Q2 2025 Reduced 37.7%
$0
$4.46 Million 0.11% of portfolio
118,142
Q2 2025 Reduced 0.25%
$0
$4.61 Million 0.11% of portfolio
45,766
Q2 2025 Reduced 23.81%
$0
$4.64 Million 0.11% of portfolio
199,524
Q2 2025 Reduced 16.93%
$0
$4.6 Million 0.11% of portfolio
34,139
Q2 2025 Reduced 77.32%
$0
$4.56 Million 0.11% of portfolio
27,733
Q2 2025 Reduced 0.41%
$0
$4.64 Million 0.11% of portfolio
77,506
Q2 2025 Reduced 24.71%
$0
$4.56 Million 0.11% of portfolio
57,368
Q2 2025 Reduced 36.31%
$0
$3.97 Million 0.1% of portfolio
121,608
Q2 2025 Reduced 3.38%
$0
$4.3 Million 0.1% of portfolio
50,297
Q2 2025 Reduced 58.67%
$0
$4 Million 0.1% of portfolio
76,696
Q2 2025 Reduced 24.75%
$0
$3.94 Million 0.1% of portfolio
11,609
Q2 2025 Reduced 68.93%
$0
$4.11 Million 0.1% of portfolio
179,051
Q2 2025 Reduced 6.5%
$0
$4.31 Million 0.1% of portfolio
109,259
Q2 2025 Reduced 17.29%
$0
$4.12 Million 0.1% of portfolio
84,034
Q2 2025 Reduced 36.76%
$0
$4.31 Million 0.1% of portfolio
49,362
Q2 2025 Reduced 56.24%
$0
$4.18 Million 0.1% of portfolio
52,175
Q2 2025 Reduced 33.86%
$0
$4 Million 0.1% of portfolio
33,599
Q2 2025 Reduced 38.66%
$0
$3.81 Million 0.09% of portfolio
92,046
Q2 2025 Reduced 23.28%
$0
$3.85 Million 0.09% of portfolio
46,476
Q2 2025 Reduced 68.96%
$0
$3.56 Million 0.09% of portfolio
116,028
Q2 2025 Reduced 65.85%
$0
$3.82 Million 0.09% of portfolio
19,651
Q2 2025 Reduced 80.47%
$0
$3.81 Million 0.09% of portfolio
80,983
Q2 2025 Reduced 42.87%
$0
$3.71 Million 0.09% of portfolio
92,151
Q2 2025 Added 1.84%
$0
$3.69 Million 0.09% of portfolio
150,787
Q2 2025 Reduced 13.28%
$0
$3.58 Million 0.09% of portfolio
33,003
Q2 2025 Reduced 31.02%
$0
$3.61 Million 0.09% of portfolio
17,091
Q2 2025 Reduced 32.92%
$0
$3.48 Million 0.08% of portfolio
49,472
Q2 2025 Reduced 50.0%
$0
$3.34 Million 0.08% of portfolio
44,216
Q2 2025 Reduced 38.83%
$0
$3.44 Million 0.08% of portfolio
205,960
Q2 2025 Reduced 55.03%
$0
$3.43 Million 0.08% of portfolio
24,187
Q2 2025 Reduced 17.92%
$0
$3.46 Million 0.08% of portfolio
33,666
Q2 2025 Reduced 38.11%
$0
$3.13 Million 0.08% of portfolio
29,022
Q2 2025 Added 12.18%
$0
$3.14 Million 0.08% of portfolio
33,954
Q2 2025 Reduced 49.86%
$0
$3.34 Million 0.08% of portfolio
14,002
Q2 2025 Reduced 68.82%
$0
$3.41 Million 0.08% of portfolio
30,886
Q2 2025 Reduced 64.07%
$0
$3.18 Million 0.08% of portfolio
16,881
Q2 2025 Reduced 47.55%
$0
$3.44 Million 0.08% of portfolio
147,778
Q2 2025 Reduced 1.25%
$0
$3.17 Million 0.08% of portfolio
136,632
Q2 2025 Added 1.61%
$0
$3.51 Million 0.08% of portfolio
38,205
Q2 2025 Reduced 39.8%
$0
$3.48 Million 0.08% of portfolio
68,050
Q2 2025 Added 654.85%
$0
$3.41 Million 0.08% of portfolio
40,213
Q2 2025 Reduced 61.26%

Summary

  • Portfolio
  • No. of Stocks 2,098
  • Current Value $4.15 Billion
  • Prior Value $7.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 119 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,031 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