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
$2.24 Million 0.05% of portfolio
24,322
Q2 2025 Reduced 57.33%
$0
$1.94 Million 0.05% of portfolio
46,741
Q2 2025 Reduced 38.27%
$0
$2.21 Million 0.05% of portfolio
32,040
Q2 2025 Added 1.27%
$0
$2.13 Million 0.05% of portfolio
63,438
Q2 2025 Reduced 43.46%
$0
$2.21 Million 0.05% of portfolio
92,867
Q2 2025 Reduced 68.8%
$0
$2.16 Million 0.05% of portfolio
81,340
Q2 2025 Reduced 68.75%
$0
$2.1 Million 0.05% of portfolio
50,432
Q2 2025 Reduced 13.13%
$0
$2.09 Million 0.05% of portfolio
49,171
Q2 2025 Reduced 45.63%
$0
$1.97 Million 0.05% of portfolio
7,105
Q2 2025 Reduced 4.5%
$0
$1.77 Million 0.04% of portfolio
31,034
Q2 2025 Added 16.4%
$0
$1.66 Million 0.04% of portfolio
26,020
Q2 2025 Reduced 65.4%
$0
$1.51 Million 0.04% of portfolio
55,917
Q2 2025 Added 13.24%
$0
$1.76 Million 0.04% of portfolio
27,598
Q2 2025 Reduced 8.55%
$0
$1.56 Million 0.04% of portfolio
28,678
Q2 2025 Reduced 50.68%
$0
$1.51 Million 0.04% of portfolio
19,952
Q2 2025 Reduced 8.08%
$0
$1.69 Million 0.04% of portfolio
7,925
Q2 2025 Reduced 56.59%
$0
$1.57 Million 0.04% of portfolio
49,892
Q2 2025 Reduced 56.21%
$0
$1.52 Million 0.04% of portfolio
35,971
Q2 2025 Added 10.4%
$0
$1.61 Million 0.04% of portfolio
39,677
Q2 2025 Reduced 31.62%
$0
$1.85 Million 0.04% of portfolio
75,000
Q1 2025 Reduced 21.05%
$0
$1.59 Million 0.04% of portfolio
36,809
Q2 2025 Reduced 78.26%
$0
$1.81 Million 0.04% of portfolio
7,361
Q2 2025 Reduced 69.22%
$0
$1.63 Million 0.04% of portfolio
12,260
Q2 2025 Reduced 69.48%
$0
$1.57 Million 0.04% of portfolio
11,633
Q2 2025 Reduced 70.96%
$0
$1.77 Million 0.04% of portfolio
35,961
Q2 2025 Added 8.63%
$0
$1.8 Million 0.04% of portfolio
21,006
Q2 2025 Reduced 23.84%
$0
$1.59 Million 0.04% of portfolio
14,979
Q2 2025 Reduced 34.13%
$0
$1.66 Million 0.04% of portfolio
32,927
Q2 2025 Added 13.48%
$0
$1.5 Million 0.04% of portfolio
39,603
Q2 2025 Reduced 30.13%
$0
$1.57 Million 0.04% of portfolio
30,495
Q2 2025 Added 9.8%
$0
$1.73 Million 0.04% of portfolio
62,430
Q2 2025 Reduced 24.74%
$0
$1.85 Million 0.04% of portfolio
64,159
Q2 2025 Reduced 4.99%
$0
$1.54 Million 0.04% of portfolio
19,307
Q2 2025 Added 51.63%
$0
$1.57 Million 0.04% of portfolio
16,098
Q2 2025 Reduced 68.19%
$0
$1.74 Million 0.04% of portfolio
23,194
Q2 2025 Reduced 4.76%
$0
$1.45 Million 0.04% of portfolio
48,158
Q2 2025 Reduced 54.2%
$0
$1.83 Million 0.04% of portfolio
107,167
Q2 2025 Added 10.46%
$0
$1.51 Million 0.04% of portfolio
11,767
Q2 2025 Reduced 72.23%
$0
$1.75 Million 0.04% of portfolio
29,716
Q2 2025 Reduced 68.71%
$0
$1.22 Million 0.03% of portfolio
15,375
Q2 2025 Reduced 5.13%
$0
$1.1 Million 0.03% of portfolio
16,357
Q2 2025 Reduced 84.98%
$0
$1.31 Million 0.03% of portfolio
11,060
Q2 2025 Reduced 16.11%
$0
$1.05 Million 0.03% of portfolio
29,596
Q2 2025 Added 7.54%
$0
$1.12 Million 0.03% of portfolio
17,298
Q2 2025 Reduced 41.29%
$0
$1.19 Million 0.03% of portfolio
12,651
Q2 2025 Reduced 49.56%
$0
$1.35 Million 0.03% of portfolio
17,471
Q2 2025 Reduced 11.55%
$0
$1.08 Million 0.03% of portfolio
15,449
Q2 2025 Reduced 27.76%
$0
$1.2 Million 0.03% of portfolio
48,838
Q2 2025 Reduced 53.39%
$0
$1.24 Million 0.03% of portfolio
11,929
Q2 2025 Reduced 2.02%

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
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