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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.57 Million 0.04% of portfolio
16,098
Q2 2025 Reduced 68.19%
$0
$1.74 Million 0.04% of portfolio
23,194
Q2 2025 Reduced 4.76%
$0
$1.45 Million 0.04% of portfolio
48,158
Q2 2025 Reduced 54.2%
$0
$1.64 Million 0.04% of portfolio
134,232
Q2 2025 Added 12.94%
$40.9B
$1.68 Million 0.04% of portfolio
15,841
Q2 2025 Reduced 38.01%
$95.7B
$1.54 Million 0.04% of portfolio
3,010
Q2 2025 Reduced 47.0%
$314B
$1.8 Million 0.04% of portfolio
7,572
Q2 2025 Reduced 47.76%
$48.9B
$1.86 Million 0.04% of portfolio
18,826
Q2 2025 Reduced 38.43%
$68B
$1.5 Million 0.04% of portfolio
33,126
Q2 2025 Reduced 42.86%
$0
$1.83 Million 0.04% of portfolio
107,167
Q2 2025 Added 10.46%
$0
$1.51 Million 0.04% of portfolio
11,767
Q2 2025 Reduced 72.23%
$0
$1.75 Million 0.04% of portfolio
29,716
Q2 2025 Reduced 68.71%
$27.9B
$1.63 Million 0.04% of portfolio
5,643
Q2 2025 Reduced 17.27%
$32.7B
$1.56 Million 0.04% of portfolio
17,973
Q2 2025 Reduced 35.47%
$87.3B
$1.25 Million 0.03% of portfolio
8,213
Q2 2025 Reduced 71.87%
$48.5B
$1.31 Million 0.03% of portfolio
9,909
Q2 2025 Reduced 40.98%
$119B
$1.18 Million 0.03% of portfolio
4,957
Q2 2025 Reduced 58.28%
$124B
$1.28 Million 0.03% of portfolio
4,149
Q2 2025 Reduced 85.24%
$0
$1.33 Million 0.03% of portfolio
61,418
Q2 2025 Added 1.48%
$757M
$1.27 Million 0.03% of portfolio
56,940
Q2 2025 Added 3.65%
$0
$1.1 Million 0.03% of portfolio
16,357
Q2 2025 Reduced 84.98%
$0
$1.31 Million 0.03% of portfolio
11,060
Q2 2025 Reduced 16.11%
$147B
$1.08 Million 0.03% of portfolio
10,036
Q2 2025 Reduced 54.61%
$0
$1.09 Million 0.03% of portfolio
67,367
Q2 2025 Added 0.2%
$33B
$1.14 Million 0.03% of portfolio
40,413
Q2 2025 Reduced 23.12%
$38.4B
$1.1 Million 0.03% of portfolio
5,934
Q2 2025 Reduced 27.87%
$15.2B
$1.18 Million 0.03% of portfolio
9,822
Q2 2025 Reduced 70.63%
$99.2B
$1.24 Million 0.03% of portfolio
4,500
Q2 2025 Reduced 25.74%
$56.3B
$1.37 Million 0.03% of portfolio
4,185
Q2 2025 Reduced 52.7%
$0
$1.05 Million 0.03% of portfolio
29,596
Q2 2025 Added 7.54%
$15.3B
$1.27 Million 0.03% of portfolio
47,881
Q2 2025 Reduced 24.61%
$53.3B
$1.07 Million 0.03% of portfolio
14,430
Q2 2025 Reduced 18.68%
$33.3B
$1.28 Million 0.03% of portfolio
701
Q2 2025 Reduced 18.77%
$0
$1.12 Million 0.03% of portfolio
17,298
Q2 2025 Reduced 41.29%
$0
$1.19 Million 0.03% of portfolio
12,651
Q2 2025 Reduced 49.56%
$0
$1.35 Million 0.03% of portfolio
17,471
Q2 2025 Reduced 11.55%
$0
$1.08 Million 0.03% of portfolio
15,449
Q2 2025 Reduced 27.76%
$0
$1.2 Million 0.03% of portfolio
48,838
Q2 2025 Reduced 53.39%
$0
$1.24 Million 0.03% of portfolio
11,929
Q2 2025 Reduced 2.02%
$0
$1.39 Million 0.03% of portfolio
23,417
Q2 2025 Reduced 18.09%
$0
$1.27 Million 0.03% of portfolio
22,581
Q2 2025 Added 8.36%
$0
$1.07 Million 0.03% of portfolio
7,695
Q2 2025 Reduced 0.7%
$0
$1.39 Million 0.03% of portfolio
60,697
Q2 2025 Reduced 64.69%
$0
$1.34 Million 0.03% of portfolio
35,856
Q2 2025 Reduced 10.4%
$0
$1.04 Million 0.03% of portfolio
24,961
Q2 2025 Reduced 73.39%
$0
$1.38 Million 0.03% of portfolio
12,764
Q2 2025 Reduced 2.11%
$0
$1.12 Million 0.03% of portfolio
46,234
Q2 2025 Reduced 44.3%
$0
$1.26 Million 0.03% of portfolio
58,776
Q2 2025 Reduced 50.98%
$0
$1.34 Million 0.03% of portfolio
30,595
Q2 2025 Reduced 75.49%

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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