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
$2.2 Million 0.03% of portfolio
82,952
Q1 2025 Reduced 46.19%
$0
$2.1 Million 0.03% of portfolio
76,619
Q1 2025 Added 13.48%
$51.5B
$2.49 Million 0.03% of portfolio
14,999
Q1 2025 Reduced 14.41%
$12.2B
$2.37 Million 0.03% of portfolio
203,504
Q1 2025 Reduced 32.14%
$30.6B
$2.22 Million 0.03% of portfolio
87,294
Q1 2025 Reduced 2.87%
$0
$1.97 Million 0.03% of portfolio
31,637
Q1 2025 Reduced 4.49%
$0
$2.05 Million 0.03% of portfolio
24,971
Q1 2025 Reduced 2.19%
$137B
$2.73 Million 0.03% of portfolio
4,958
Q1 2025 Added 52.41%
$0
$2.39 Million 0.03% of portfolio
58,052
Q1 2025 Reduced 1.43%
$36.6B
$2.29 Million 0.03% of portfolio
25,553
Q1 2025 Added 24.19%
$71.9B
$2.44 Million 0.03% of portfolio
5,679
Q1 2025 Added 28.86%
$38.7B
$2.45 Million 0.03% of portfolio
12,222
Q1 2025 Reduced 8.72%
$0
$2.18 Million 0.03% of portfolio
96,923
Q1 2025 Reduced 4.72%
$0
$2.57 Million 0.03% of portfolio
64,196
Q1 2025 Reduced 3.73%
$48.9B
$2.27 Million 0.03% of portfolio
3,626
Q1 2025 Reduced 6.67%
$64.3B
$2.45 Million 0.03% of portfolio
57,978
Q1 2025 Reduced 16.17%
$0
$2.26 Million 0.03% of portfolio
39,447
Q1 2025 Added 18.93%
$0
$2.42 Million 0.03% of portfolio
31,484
Q1 2025 Reduced 28.99%
$32.7B
$2.41 Million 0.03% of portfolio
27,853
Q1 2025 Reduced 6.4%
$70.1B
$2.31 Million 0.03% of portfolio
15,080
Q1 2025 Reduced 1.87%
$73.7B
$2.11 Million 0.03% of portfolio
35,230
Q1 2025 Reduced 40.52%
$0
$2.61 Million 0.03% of portfolio
32,855
Q1 2025 Reduced 30.95%
$0
$2.01 Million 0.03% of portfolio
45,878
Q1 2025 Reduced 5.81%
$19.1B
$2.68 Million 0.03% of portfolio
23,640
Q1 2025 Added 54.39%
$65.3B
$1.2 Million 0.02% of portfolio
10,818
Q1 2025 Reduced 50.23%
$6.64B
$1.55 Million 0.02% of portfolio
21,490
Q1 2025 Reduced 2.45%
$25.7B
$1.42 Million 0.02% of portfolio
9,638
Q1 2025 Reduced 39.7%
$54.5B
$1.54 Million 0.02% of portfolio
3,191
Q1 2025 Reduced 1.57%
$55.8B
$1.37 Million 0.02% of portfolio
20,850
Q1 2025 Added 50.44%
$94.8B
$1.4 Million 0.02% of portfolio
5,267
Q1 2025 Added 7.12%
$1.72B
$1.76 Million 0.02% of portfolio
149,925
Q1 2025 Reduced 37.45%
$53.1B
$1.18 Million 0.02% of portfolio
4,805
Q1 2025 Reduced 2.32%
$0
$1.42 Million 0.02% of portfolio
60,523
Q1 2025 Added 0.16%
$15.2B
$1.42 Million 0.02% of portfolio
19,330
Q1 2025 Added 3.28%
$0
$1.66 Million 0.02% of portfolio
114,818
Q1 2025 Added 14.43%
$0
$1.65 Million 0.02% of portfolio
153,936
Q1 2025 Reduced 8.06%
$0
$1.4 Million 0.02% of portfolio
13,184
Q1 2025 Added 0.81%
$95.8B
$1.39 Million 0.02% of portfolio
41,135
Q1 2025 Reduced 30.18%
$0
$1.63 Million 0.02% of portfolio
123,605
Q1 2025 Added 9.18%
$58.9B
$1.78 Million 0.02% of portfolio
28,091
Q1 2025 Reduced 16.7%
$3.28B
$1.64 Million 0.02% of portfolio
46,105
Q1 2025 Added 102.01%
$38.4B
$1.52 Million 0.02% of portfolio
8,227
Q1 2025 Reduced 14.49%
$58.7B
$1.79 Million 0.02% of portfolio
7,734
Q1 2025 Added 10.27%
$98.5B
$1.61 Million 0.02% of portfolio
6,060
Q1 2025 Added 40.47%
$897M
$1.44 Million 0.02% of portfolio
1,065
Q1 2025 Reduced 0.37%
$0
$1.25 Million 0.02% of portfolio
49,022
Q1 2025 Reduced 30.78%
$0
$1.68 Million 0.02% of portfolio
28,223
Q1 2025 Added 284.51%
$0
$1.51 Million 0.02% of portfolio
203,776
Q1 2025 Reduced 2.37%
$0
$1.19 Million 0.02% of portfolio
166,018
Q1 2025 Reduced 1.51%

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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