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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116M
$232,000 0.01% of portfolio
19,950
Q2 2025 Reduced 2.44%
$63.1M
$218,000 0.01% of portfolio
39,871
Q2 2025 Added 57.23%
$232M
$22,000 0.0% of portfolio
14,750
Q1 2025 Reduced 2.64%
$297M
$171,000 0.0% of portfolio
16,899
Q1 2025 Added 1.15%
$273M
$49,000 0.0% of portfolio
58,000
Q2 2025 Added 15.63%
$108M
$57,000 0.0% of portfolio
20,000
Q2 2025 New
$213M
$160,000 0.0% of portfolio
11,674
Q2 2025 Reduced 0.53%
$162M
$59,000 0.0% of portfolio
10,225
Q2 2025 New
$150M
$35,000 0.0% of portfolio
23,500
Q2 2025 Added 9.3%
$58.9M
$11,000 0.0% of portfolio
10,000
Q4 2024 New
$233M
$5,000 0.0% of portfolio
11,200
Q1 2024 Reduced 40.11%
$240M
$110,000 0.0% of portfolio
13,400
Q2 2025 New
$272M
$36,000 0.0% of portfolio
35,000
Q2 2025 New
$197M
$131,000 0.0% of portfolio
15,058
Q2 2025 Added 1.89%

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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