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
$3.48 Million 0.04% of portfolio
149,654
Q1 2025 Reduced 1.14%
$0
$3.12 Million 0.04% of portfolio
134,472
Q1 2025 Reduced 3.19%
$0
$3.43 Million 0.04% of portfolio
10,799
Q1 2025 Reduced 4.75%
$0
$3.2 Million 0.04% of portfolio
65,701
Q1 2025 Added 89.28%
$120B
$3.09 Million 0.04% of portfolio
4,550
Q1 2025 Reduced 15.41%
$7.7B
$2.79 Million 0.04% of portfolio
52,347
Q1 2025 Added 22.74%
$21.3B
$2.79 Million 0.04% of portfolio
30,340
Q1 2025 Reduced 2.91%
$62.7B
$2.97 Million 0.04% of portfolio
48,258
Q1 2025 Added 9.21%
$67.8B
$3.07 Million 0.04% of portfolio
7,016
Q1 2025 Reduced 7.0%
$51.7B
$3.11 Million 0.04% of portfolio
58,077
Q1 2025 Added 1.14%
$5.63B
$3.16 Million 0.04% of portfolio
2,204
Q1 2025 Reduced 9.49%
$60B
$3.44 Million 0.04% of portfolio
27,834
Q1 2025 Added 7.68%
$0
$3.48 Million 0.04% of portfolio
43,138
Q1 2025 Reduced 11.06%
$0
$3.45 Million 0.04% of portfolio
90,487
Q1 2025 Reduced 6.55%
$0
$3.54 Million 0.04% of portfolio
63,617
Q1 2025 Added 14.86%
$0
$3.17 Million 0.04% of portfolio
75,713
Q1 2025 Added 0.79%
$0
$3.17 Million 0.04% of portfolio
105,158
Q1 2025 Reduced 14.07%
$0
$3.39 Million 0.04% of portfolio
83,226
Q1 2025 Reduced 11.38%
$0
$3.32 Million 0.04% of portfolio
107,835
Q1 2025 Added 46.05%
$44B
$3.19 Million 0.04% of portfolio
30,575
Q1 2025 Reduced 5.12%
$177B
$3.46 Million 0.04% of portfolio
17,800
Q1 2025 Reduced 26.08%
$0
$3.08 Million 0.04% of portfolio
16,740
Q1 2025 Added 11.82%
$0
$2.87 Million 0.04% of portfolio
14,247
Q1 2025 Reduced 12.56%
$113B
$3.23 Million 0.04% of portfolio
6,656
Q1 2025 Reduced 7.71%
$0
$3.05 Million 0.04% of portfolio
60,305
Q1 2025 Added 18.02%
$0
$3.3 Million 0.04% of portfolio
66,616
Q1 2025 Reduced 3.33%
$73.6B
$2.87 Million 0.04% of portfolio
17,427
Q1 2025 Added 23.52%
$6.95B
$2.13 Million 0.03% of portfolio
171,412
Q1 2025 Added 46.91%
$52.6B
$2.01 Million 0.03% of portfolio
16,788
Q1 2025 Added 6.59%
$101B
$2.63 Million 0.03% of portfolio
12,099
Q1 2025 Reduced 21.08%
$117B
$2.4 Million 0.03% of portfolio
11,882
Q1 2025 Reduced 7.54%
$144B
$2.24 Million 0.03% of portfolio
36,381
Q1 2025 New
$69.4B
$2.11 Million 0.03% of portfolio
553
Q1 2025 Reduced 19.62%
$5.16B
$2.58 Million 0.03% of portfolio
79,708
Q1 2025 Added 29.85%
$145B
$2.23 Million 0.03% of portfolio
22,110
Q1 2025 Added 23.07%
$76.1B
$2.06 Million 0.03% of portfolio
11,516
Q1 2025 Reduced 25.29%
$1.46B
$2.66 Million 0.03% of portfolio
52,954
Q1 2025 Reduced 2.59%
$43.7B
$2.61 Million 0.03% of portfolio
15,146
Q1 2025 Added 13.55%
$99.7B
$1.98 Million 0.03% of portfolio
9,802
Q1 2025 Reduced 10.7%
$50.4B
$2.33 Million 0.03% of portfolio
16,250
Q1 2025 Reduced 11.55%
$0
$1.99 Million 0.03% of portfolio
60,337
Q1 2025 Reduced 38.38%
$0
$2.52 Million 0.03% of portfolio
85,979
Q1 2025 Added 3.2%
$54.7B
$2.39 Million 0.03% of portfolio
14,028
Q1 2025 Reduced 2.46%
$45.1B
$2.66 Million 0.03% of portfolio
47,353
Q1 2025 Reduced 8.19%
$19.5B
$2.22 Million 0.03% of portfolio
63,511
Q1 2025 Added 2.95%
$89.9B
$2.24 Million 0.03% of portfolio
5,142
Q1 2025 Added 2.21%
$58.8B
$2.66 Million 0.03% of portfolio
10,905
Q1 2025 Reduced 16.37%
$0
$2.12 Million 0.03% of portfolio
25,082
Q1 2025 Added 84.07%
$0
$2.65 Million 0.03% of portfolio
51,857
Q1 2025 Added 42.09%

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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