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
$2.53 Million 0.03% of portfolio
63,270
Q1 2025 Reduced 1.6%
$0
$2.74 Million 0.03% of portfolio
55,184
Q1 2025 Added 15.5%
$0
$2.57 Million 0.03% of portfolio
40,053
Q1 2025 Added 131.08%
$0
$2.67 Million 0.03% of portfolio
104,772
Q1 2025 Reduced 26.43%
$0
$2.03 Million 0.03% of portfolio
29,751
Q1 2025 Added 41.31%
$0
$2.25 Million 0.03% of portfolio
10,133
Q1 2025 Reduced 14.56%
$79.5B
$2.06 Million 0.03% of portfolio
16,475
Q1 2025 Reduced 18.25%
$31.8B
$2.57 Million 0.03% of portfolio
16,325
Q1 2025 Added 22.91%
$0
$2.58 Million 0.03% of portfolio
119,896
Q1 2025 Added 3.54%
$0
$2 Million 0.03% of portfolio
83,001
Q1 2025 Added 31.1%
$57.5B
$2.36 Million 0.03% of portfolio
62,350
Q1 2025 Reduced 9.97%
$8.13B
$2.1 Million 0.03% of portfolio
16,585
Q1 2025 Reduced 3.24%
$68.5B
$2.47 Million 0.03% of portfolio
52,589
Q1 2025 Reduced 21.44%
$0
$2.66 Million 0.03% of portfolio
33,455
Q1 2025 Reduced 2.85%
$52.4B
$2.68 Million 0.03% of portfolio
2,713
Q1 2025 Reduced 4.91%
$43.6B
$2.12 Million 0.03% of portfolio
5,048
Q1 2025 Added 2.33%
$0
$2.21 Million 0.03% of portfolio
56,785
Q1 2025 Reduced 9.17%
$0
$2.69 Million 0.03% of portfolio
61,033
Q1 2025 Added 34.52%
$0
$2.01 Million 0.03% of portfolio
97,326
Q1 2025 Reduced 32.86%
$0
$2.65 Million 0.03% of portfolio
41,141
Q1 2025 Added 9.06%
$0
$2.62 Million 0.03% of portfolio
25,416
Q1 2025 Added 20.96%
$29.5B
$2.53 Million 0.03% of portfolio
29,417
Q1 2025 Reduced 29.07%
$0
$2.13 Million 0.03% of portfolio
27,583
Q1 2025 Reduced 4.0%
$0
$2.04 Million 0.03% of portfolio
26,926
Q1 2025 Reduced 62.44%
$0
$2.68 Million 0.03% of portfolio
22,801
Q1 2025 Reduced 3.83%
$0
$2.49 Million 0.03% of portfolio
25,870
Q1 2025 Added 23.16%
$0
$2.65 Million 0.03% of portfolio
17,532
Q1 2025 Reduced 0.95%
$0
$2.4 Million 0.03% of portfolio
22,740
Q1 2025 Reduced 61.68%
$0
$2.01 Million 0.03% of portfolio
27,086
Q1 2025 Reduced 11.11%
$0
$2.54 Million 0.03% of portfolio
49,748
Q1 2025 Reduced 31.9%
$0
$2.13 Million 0.03% of portfolio
42,460
Q1 2025 Reduced 48.15%
$0
$2.12 Million 0.03% of portfolio
33,292
Q1 2025 Added 51.21%
$0
$2.28 Million 0.03% of portfolio
46,402
Q1 2025 Added 201.0%
$70.4B
$2.35 Million 0.03% of portfolio
29,287
Q1 2025 Added 4.21%
$47.8B
$2.11 Million 0.03% of portfolio
10,103
Q1 2025 Added 16.8%
$0
$2.18 Million 0.03% of portfolio
99,459
Q1 2025 Added 45.87%
$4.37B
$2.4 Million 0.03% of portfolio
42,358
Q1 2025 Reduced 2.08%
$75.3B
$2.35 Million 0.03% of portfolio
37,061
Q1 2025 Reduced 1.46%
$249B
$2.72 Million 0.03% of portfolio
24,358
Q1 2025 Reduced 12.07%
$167B
$2.53 Million 0.03% of portfolio
36,486
Q1 2025 Reduced 13.82%
$35.7B
$2.03 Million 0.03% of portfolio
21,220
Q1 2025 Added 68.76%
$8.65B
$2.09 Million 0.03% of portfolio
54,850
Q1 2025 Reduced 11.61%
$0
$2.1 Million 0.03% of portfolio
56,677
Q1 2025 Reduced 3.92%
$0
$2.26 Million 0.03% of portfolio
262,787
Q1 2025 Reduced 0.51%
$97.6B
$2.3 Million 0.03% of portfolio
20,608
Q1 2025 Reduced 4.97%
$51.6B
$2.13 Million 0.03% of portfolio
8,372
Q1 2025 Reduced 29.81%
$0
$2.05 Million 0.03% of portfolio
63,000
Q1 2025 Added 16.82%
$37.1B
$2.41 Million 0.03% of portfolio
9,346
Q1 2025 Reduced 3.56%
$162B
$2.38 Million 0.03% of portfolio
30,393
Q1 2025 Reduced 8.93%

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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