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.
Portfolio value
$7.87 Billion
ETFs: $5.07 Billion
Technology: $765 Million
Financial Services: $449 Million
Consumer Cyclical: $282 Million
Healthcare: $268 Million
Communication Services: $228 Million
Industrials: $223 Million
Consumer Defensive: $213 Million
Other: $300 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
