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
$1.42 Million 0.03% of portfolio
32,396
Q2 2025 Reduced 20.35%
$0
$1.15 Million 0.03% of portfolio
27,820
Q2 2025 Reduced 51.01%
$0
$1.38 Million 0.03% of portfolio
36,889
Q2 2025 Added 26.68%
$0
$1.25 Million 0.03% of portfolio
32,871
Q2 2025 Added 5.24%
$0
$1.36 Million 0.03% of portfolio
30,894
Q2 2025 Reduced 15.91%
$185B
$1.16 Million 0.03% of portfolio
1,469
Q2 2025 Reduced 72.81%
$0
$1.25 Million 0.03% of portfolio
53,655
Q2 2025 Reduced 33.2%
$0
$1.19 Million 0.03% of portfolio
21,318
Q2 2025 Added 7.97%
$0
$1.11 Million 0.03% of portfolio
18,722
Q2 2025 Added 16.71%
$0
$1.35 Million 0.03% of portfolio
26,853
Q2 2025 Reduced 36.76%
$0
$1.21 Million 0.03% of portfolio
13,386
Q2 2025 Reduced 40.3%
$0
$1.29 Million 0.03% of portfolio
14,013
Q2 2025 Reduced 47.96%
$0
$1.09 Million 0.03% of portfolio
23,019
Q2 2025 Reduced 43.73%
$0
$1.33 Million 0.03% of portfolio
38,544
Q2 2025 Reduced 25.95%
$0
$1.09 Million 0.03% of portfolio
7,869
Q2 2025 Reduced 65.49%
$0
$1.07 Million 0.03% of portfolio
39,386
Q2 2025 Reduced 69.46%
$0
$1.32 Million 0.03% of portfolio
26,031
Q2 2025 Reduced 64.76%
$0
$1.45 Million 0.03% of portfolio
23,105
Q2 2025 Reduced 55.65%
$0
$1.12 Million 0.03% of portfolio
20,708
Q2 2025 Reduced 84.14%
$0
$1.32 Million 0.03% of portfolio
27,581
Q2 2025 Reduced 57.84%
$0
$1.17 Million 0.03% of portfolio
14,036
Q2 2025 Added 7.35%
$0
$1.19 Million 0.03% of portfolio
14,816
Q2 2025 Added 4.5%
$0
$1.3 Million 0.03% of portfolio
4,564
Q2 2025 Reduced 61.86%
$74.6B
$1.36 Million 0.03% of portfolio
12,830
Q2 2025 Reduced 56.19%
$47.9B
$1.24 Million 0.03% of portfolio
17,238
Q2 2025 Reduced 77.12%
$95.5B
$1.15 Million 0.03% of portfolio
6,925
Q2 2025 Reduced 33.93%
$39.3B
$1.18 Million 0.03% of portfolio
2,148
Q2 2025 Reduced 16.94%
$74.2B
$1.28 Million 0.03% of portfolio
16,575
Q2 2025 Reduced 65.65%
$110B
$1.39 Million 0.03% of portfolio
533
Q2 2025 Reduced 73.97%
$66B
$1.17 Million 0.03% of portfolio
14,583
Q2 2025 Reduced 21.69%
$89.5B
$1.05 Million 0.03% of portfolio
2,095
Q2 2025 Reduced 41.56%
$76.5B
$1.18 Million 0.03% of portfolio
2,814
Q2 2025 Reduced 59.89%
$68.5B
$1.23 Million 0.03% of portfolio
4,808
Q2 2025 Reduced 20.3%
$283B
$1.22 Million 0.03% of portfolio
10,113
Q2 2025 Reduced 58.48%
$32.4B
$1.14 Million 0.03% of portfolio
13,967
Q2 2025 Reduced 78.59%
$45.8B
$1.42 Million 0.03% of portfolio
9,774
Q2 2025 Reduced 70.37%
$86.3B
$1.18 Million 0.03% of portfolio
15,943
Q2 2025 Reduced 44.05%
$51.5B
$1.15 Million 0.03% of portfolio
3,921
Q2 2025 Reduced 16.34%
$40.2B
$1.11 Million 0.03% of portfolio
13,170
Q2 2025 Reduced 6.04%
$689M
$1.21 Million 0.03% of portfolio
74,497
Q2 2025 Added 36.75%
$70.4B
$1.34 Million 0.03% of portfolio
5,417
Q2 2025 Reduced 76.97%
$39.7B
$1.35 Million 0.03% of portfolio
4,062
Q2 2025 Reduced 56.54%
$80.3B
$1.08 Million 0.03% of portfolio
3,463
Q2 2025 Reduced 55.63%
$0
$1.31 Million 0.03% of portfolio
32,768
Q2 2025 Reduced 8.73%
$0
$1.27 Million 0.03% of portfolio
52,120
Q2 2025 Reduced 34.76%
$87.3B
$1.43 Million 0.03% of portfolio
4,154
Q2 2025 Reduced 53.38%
$22.5B
$1.41 Million 0.03% of portfolio
77,302
Q2 2025 Reduced 62.01%
$0
$1.19 Million 0.03% of portfolio
13,713
Q2 2025 Reduced 5.69%
$0
$1.15 Million 0.03% of portfolio
38,253
Q2 2025 Reduced 1.33%

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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