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 Market Cap. of $200 Billions or more
