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
$142B
$1.07 Million 0.03% of portfolio
2,706
Q2 2025 Reduced 83.17%
$2.86B
$1.44 Million 0.03% of portfolio
37,133
Q2 2025 Added 4.87%
$0
$1.33 Million 0.03% of portfolio
33,712
Q2 2025 Reduced 47.49%
$0
$1.06 Million 0.03% of portfolio
32,411
Q2 2025 Reduced 46.83%
$51.4B
$1.04 Million 0.03% of portfolio
7,767
Q2 2025 Reduced 54.71%
$0
$1.06 Million 0.03% of portfolio
20,434
Q2 2025 Reduced 89.25%
$0
$1.37 Million 0.03% of portfolio
16,032
Q2 2025 Reduced 69.52%
$99.5B
$1.45 Million 0.03% of portfolio
3,254
Q2 2025 Reduced 51.11%
$70.4B
$1.34 Million 0.03% of portfolio
21,409
Q2 2025 Reduced 39.23%
$36.2B
$1.16 Million 0.03% of portfolio
3,780
Q2 2025 New
$40.4B
$1.17 Million 0.03% of portfolio
7,907
Q2 2025 Reduced 33.07%
$70.1B
$1.29 Million 0.03% of portfolio
8,285
Q2 2025 Reduced 52.46%
$28B
$963,000 0.02% of portfolio
8,238
Q2 2025 Added 162.86%
$6.26B
$781,000 0.02% of portfolio
2,741
Q2 2025 Added 0.33%
$17.6B
$728,000 0.02% of portfolio
10,538
Q2 2025 Added 33.22%
$65.4B
$836,000 0.02% of portfolio
7,936
Q2 2025 Reduced 26.64%
$16.3B
$877,000 0.02% of portfolio
14,504
Q2 2025 Reduced 79.8%
$55.9B
$630,000 0.02% of portfolio
3,130
Q2 2025 Reduced 34.31%
$0
$802,000 0.02% of portfolio
16,419
Q2 2025 Reduced 72.69%
$0
$894,000 0.02% of portfolio
15,562
Q2 2025 Reduced 1.31%
$10.5B
$690,000 0.02% of portfolio
7,568
Q2 2025 Reduced 78.38%
$0
$629,000 0.02% of portfolio
6,908
Q2 2025 Reduced 78.77%
$25.8B
$843,000 0.02% of portfolio
6,066
Q2 2025 Reduced 37.06%
$136B
$761,000 0.02% of portfolio
2,176
Q2 2025 Reduced 58.69%
$2.05B
$749,000 0.02% of portfolio
70,030
Q2 2025 Reduced 53.29%
$0
$828,000 0.02% of portfolio
37,713
Q2 2025 Reduced 74.03%
$233B
$923,000 0.02% of portfolio
13,217
Q2 2025 Reduced 69.08%
$75.9B
$820,000 0.02% of portfolio
221
Q2 2025 Reduced 60.04%
$0
$688,000 0.02% of portfolio
70,651
Q1 2025 Added 8.6%
$5.27B
$704,000 0.02% of portfolio
52,651
Q2 2025 Reduced 30.23%
$217B
$787,000 0.02% of portfolio
136
Q2 2025 Reduced 88.88%
$104B
$825,000 0.02% of portfolio
27,572
Q2 2025 Reduced 32.97%
$55B
$628,000 0.02% of portfolio
8,594
Q2 2025 Reduced 69.41%
$26.4B
$900,000 0.02% of portfolio
3,862
Q2 2025 Added 229.24%
$57.4B
$1.03 Million 0.02% of portfolio
4,216
Q2 2025 Reduced 45.49%
$1.19B
$1.02 Million 0.02% of portfolio
18,086
Q2 2025 Reduced 65.85%
$57.3B
$721,000 0.02% of portfolio
3,682
Q2 2025 Reduced 47.71%
$70.9B
$1.03 Million 0.02% of portfolio
11,370
Q2 2025 Reduced 79.72%
$44.3B
$951,000 0.02% of portfolio
9,265
Q2 2025 Reduced 45.58%
$75.3B
$787,000 0.02% of portfolio
24,130
Q2 2025 Reduced 50.35%
$19.3B
$692,000 0.02% of portfolio
1,417
Q2 2025 Added 35.86%
$17B
$867,000 0.02% of portfolio
2,131
Q2 2025 Reduced 5.04%
$25.1B
$678,000 0.02% of portfolio
3,112
Q2 2025 Reduced 8.98%
$0
$805,000 0.02% of portfolio
19,048
Q2 2025 Added 1.72%
$0
$675,000 0.02% of portfolio
14,079
Q2 2025 Reduced 35.67%
$51B
$863,000 0.02% of portfolio
15,273
Q2 2025 Reduced 67.75%
$94.6B
$814,000 0.02% of portfolio
3,305
Q2 2025 Added 20.05%
$0
$865,000 0.02% of portfolio
70,692
Q2 2025 Added 10.08%
$0
$967,000 0.02% of portfolio
62,055
Q2 2025 Added 16.56%

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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