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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$240 Million 3.05% of portfolio
427,459
Q1 2025 Reduced 2.64%
$3.23T
$192 Million 2.44% of portfolio
865,871
Q1 2025 Reduced 16.41%
$358B
$149 Million 1.89% of portfolio
1,375,240
Q1 2025 Reduced 9.47%
$0
$128 Million 1.63% of portfolio
272,963
Q1 2025 Reduced 10.15%
$3.56T
$121 Million 1.54% of portfolio
322,488
Q1 2025 Reduced 21.32%
$0
$119 Million 1.51% of portfolio
212,355
Q1 2025 Reduced 15.01%
$2.14T
$103 Million 1.31% of portfolio
540,702
Q1 2025 Reduced 10.07%
$0
$96.3 Million 1.22% of portfolio
2,089,408
Q1 2025 Reduced 2.21%
$0
$95.4 Million 1.21% of portfolio
185,727
Q1 2025 Reduced 20.78%
$0
$92.9 Million 1.18% of portfolio
1,827,627
Q1 2025 Reduced 6.95%
$0
$91.2 Million 1.16% of portfolio
245,942
Q1 2025 Reduced 8.99%
$0
$86 Million 1.09% of portfolio
503,325
Q1 2025 Added 2.68%
$0
$81.6 Million 1.04% of portfolio
472,675
Q1 2025 Reduced 16.19%
$0
$77.8 Million 0.99% of portfolio
1,360,779
Q1 2025 Added 7.9%
$0
$66.7 Million 0.85% of portfolio
718,261
Q1 2025 Added 1.22%
$0
$67.3 Million 0.85% of portfolio
916,193
Q1 2025 Added 16.34%
$631B
$64.5 Million 0.82% of portfolio
121,124
Q1 2025 Reduced 14.97%
$1.53T
$62.1 Million 0.79% of portfolio
107,662
Q1 2025 Reduced 5.04%
$0
$62 Million 0.79% of portfolio
792,651
Q1 2025 Reduced 7.02%
$0
$62.1 Million 0.79% of portfolio
340,714
Q1 2025 Reduced 3.77%
$0
$55.1 Million 0.7% of portfolio
1,006,091
Q1 2025 Added 6.29%
$0
$51.7 Million 0.66% of portfolio
1,031,682
Q1 2025 Added 31.52%
$0
$51.8 Million 0.66% of portfolio
188,383
Q1 2025 Reduced 0.36%
$0
$51.5 Million 0.65% of portfolio
1,055,097
Q1 2025 Reduced 2.22%
$0
$47 Million 0.6% of portfolio
246,581
Q1 2025 Added 26.23%
$0
$45.1 Million 0.57% of portfolio
349,851
Q1 2025 Reduced 8.22%
$995B
$43.4 Million 0.55% of portfolio
280,875
Q1 2025 Reduced 8.02%
$0
$43.3 Million 0.55% of portfolio
887,155
Q1 2025 Reduced 0.35%
$107B
$43.1 Million 0.55% of portfolio
149,499
Q1 2025 Added 1.12%
$434B
$42.4 Million 0.54% of portfolio
44,841
Q1 2025 Reduced 11.66%
$0
$42.9 Million 0.54% of portfolio
467,402
Q1 2025 Reduced 1.44%
$1.02T
$40.9 Million 0.52% of portfolio
157,633
Q1 2025 Reduced 10.1%
$0
$39.4 Million 0.5% of portfolio
674,437
Q1 2025 Reduced 0.81%
$0
$39.4 Million 0.5% of portfolio
376,554
Q1 2025 Reduced 11.39%
$0
$37.7 Million 0.48% of portfolio
1,057,501
Q1 2025 Added 23.74%
$0
$38.1 Million 0.48% of portfolio
1,362,043
Q1 2025 Reduced 0.21%
$1.02T
$37.1 Million 0.47% of portfolio
237,736
Q1 2025 Reduced 4.79%
$807B
$36.7 Million 0.47% of portfolio
149,525
Q1 2025 Reduced 11.61%
$0
$36.3 Million 0.46% of portfolio
801,616
Q1 2025 Added 0.93%
$0
$33.5 Million 0.43% of portfolio
572,070
Q1 2025 Reduced 20.96%
$554B
$33.2 Million 0.42% of portfolio
94,844
Q1 2025 Reduced 2.6%
$0
$32.3 Million 0.41% of portfolio
548,074
Q1 2025 Reduced 21.59%
$725B
$31.6 Million 0.4% of portfolio
38,273
Q1 2025 Reduced 0.06%
$0
$31.9 Million 0.4% of portfolio
1,072,982
Q1 2025 Reduced 21.95%
$0
$31.5 Million 0.4% of portfolio
608,159
Q1 2025 Added 26.7%
$0
$31.6 Million 0.4% of portfolio
412,421
Q1 2025 Added 4.38%
$0
$30.9 Million 0.39% of portfolio
149,769
Q1 2025 Reduced 10.68%
$0
$29.6 Million 0.38% of portfolio
446,532
Q1 2025 Added 3.53%
$0
$30 Million 0.38% of portfolio
1,517,204
Q1 2025 Reduced 15.56%

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
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