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
$53B
$1.92 Million 0.02% of portfolio
30,575
Q1 2025 Reduced 17.75%
$21.5B
$1.29 Million 0.02% of portfolio
44,626
Q1 2025 Reduced 22.69%
$43.4B
$1.77 Million 0.02% of portfolio
17,026
Q1 2025 Reduced 20.61%
$67.4B
$1.43 Million 0.02% of portfolio
48,598
Q1 2025 Reduced 35.78%
$0
$1.59 Million 0.02% of portfolio
44,087
Q1 2025 Added 5.96%
$30.9B
$1.67 Million 0.02% of portfolio
18,363
Q1 2025 Added 27.58%
$57.4B
$1.39 Million 0.02% of portfolio
13,291
Q1 2025 Reduced 35.14%
$1.03B
$1.4 Million 0.02% of portfolio
62,659
Q1 2025 Added 78.87%
$24.5B
$1.73 Million 0.02% of portfolio
9,858
Q1 2025 Reduced 1.72%
$25.6B
$1.27 Million 0.02% of portfolio
9,208
Q1 2025 Reduced 0.41%
$42.6B
$1.2 Million 0.02% of portfolio
17,744
Q1 2025 Added 11.18%
$16.5B
$1.76 Million 0.02% of portfolio
20,627
Q1 2025 Added 24.97%
$45.6B
$1.59 Million 0.02% of portfolio
863
Q1 2025 Reduced 13.87%
$0
$1.8 Million 0.02% of portfolio
30,177
Q1 2025 Added 14.99%
$0
$1.37 Million 0.02% of portfolio
21,387
Q1 2025 Added 18.42%
$0
$1.41 Million 0.02% of portfolio
21,707
Q1 2025 Added 22.3%
$0
$1.35 Million 0.02% of portfolio
19,752
Q1 2025 Added 535.73%
$0
$1.66 Million 0.02% of portfolio
29,462
Q1 2025 Added 159.53%
$15.5B
$1.7 Million 0.02% of portfolio
13,456
Q1 2025 Added 31.64%
$0
$1.21 Million 0.02% of portfolio
19,457
Q1 2025 Added 6.71%
$0
$1.56 Million 0.02% of portfolio
26,781
Q1 2025 Reduced 6.57%
$0
$1.57 Million 0.02% of portfolio
28,588
Q1 2025 Added 3.25%
$0
$1.26 Million 0.02% of portfolio
12,175
Q1 2025 Reduced 2.15%
$0
$1.31 Million 0.02% of portfolio
13,039
Q1 2025 Reduced 6.44%
$0
$1.5 Million 0.02% of portfolio
40,018
Q1 2025 Reduced 11.7%
$0
$1.7 Million 0.02% of portfolio
37,287
Q1 2025 Reduced 9.98%
$0
$1.22 Million 0.02% of portfolio
40,724
Q1 2025 Reduced 54.39%
$0
$1.25 Million 0.02% of portfolio
47,638
Q1 2025 Added 10.99%
$0
$1.61 Million 0.02% of portfolio
36,097
Q1 2025 Reduced 11.63%
$0
$1.64 Million 0.02% of portfolio
21,429
Q1 2025 Reduced 33.08%
$935M
$1.3 Million 0.02% of portfolio
77,973
Q1 2025 Added 7.77%
$0
$1.34 Million 0.02% of portfolio
23,805
Q1 2025 Added 7.34%
$0
$1.97 Million 0.02% of portfolio
82,485
Q1 2025 Added 6.53%
$38.3B
$1.29 Million 0.02% of portfolio
5,921
Q1 2025 Added 12.63%
$31.5B
$1.9 Million 0.02% of portfolio
31,795
Q1 2025 Reduced 5.59%
$16.9B
$1.65 Million 0.02% of portfolio
13,841
Q1 2025 Added 30.8%
$0
$1.9 Million 0.02% of portfolio
50,289
Q1 2025 Added 6.25%
$0
$1.21 Million 0.02% of portfolio
22,665
Q1 2025 Reduced 3.96%
$0
$1.54 Million 0.02% of portfolio
38,940
Q1 2025 Reduced 1.21%
$21.7B
$1.2 Million 0.02% of portfolio
54,250
Q1 2025 Reduced 20.98%
$56.3B
$1.82 Million 0.02% of portfolio
27,981
Q1 2025 Reduced 20.71%
$10.2B
$1.29 Million 0.02% of portfolio
68,190
Q1 2025 Added 1.34%
$0
$1.3 Million 0.02% of portfolio
32,583
Q1 2025 Added 401.82%
$0
$1.52 Million 0.02% of portfolio
36,739
Q1 2025 Reduced 3.19%
$0
$1.63 Million 0.02% of portfolio
40,674
Q1 2025 Reduced 26.11%
$0
$1.21 Million 0.02% of portfolio
34,914
Q1 2025 Added 3.89%
$0
$1.61 Million 0.02% of portfolio
51,169
Q1 2025 Reduced 2.78%
$1.13B
$1.91 Million 0.02% of portfolio
72,750
Q1 2025 Added 19.26%
$3.66B
$1.65 Million 0.02% of portfolio
73,209
Q1 2025 Added 133.64%

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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