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.
Stock Holdings Table Market Cap. of $200 Billions or more
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