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
$1.33 Million 0.02% of portfolio
27,210
Q1 2025 Reduced 1.73%
$0
$1.86 Million 0.02% of portfolio
80,322
Q1 2025 Added 119.52%
$0
$1.84 Million 0.02% of portfolio
75,000
Q1 2025 Reduced 21.05%
$0
$1.72 Million 0.02% of portfolio
44,861
Q1 2025 Reduced 5.54%
$0
$1.44 Million 0.02% of portfolio
14,958
Q1 2025 Added 0.34%
$0
$1.88 Million 0.02% of portfolio
53,854
Q1 2025 Reduced 4.76%
$0
$1.19 Million 0.02% of portfolio
17,288
Q1 2025 Reduced 7.21%
$0
$1.69 Million 0.02% of portfolio
13,244
Q1 2025 Reduced 23.8%
$0
$1.61 Million 0.02% of portfolio
52,048
Q1 2025 Added 8.48%
$0
$1.87 Million 0.02% of portfolio
22,421
Q1 2025 Reduced 19.38%
$0
$1.93 Million 0.02% of portfolio
40,906
Q1 2025 Added 0.64%
$0
$1.74 Million 0.02% of portfolio
24,081
Q1 2025 Added 9.24%
$0
$1.49 Million 0.02% of portfolio
33,103
Q1 2025 Reduced 73.7%
$0
$1.76 Million 0.02% of portfolio
34,797
Q1 2025 Added 42.73%
$0
$1.32 Million 0.02% of portfolio
29,001
Q1 2025 Reduced 9.74%
$0
$1.61 Million 0.02% of portfolio
37,067
Q1 2025 Reduced 9.51%
$0
$1.77 Million 0.02% of portfolio
38,150
Q1 2025 Added 99.48%
$0
$1.46 Million 0.02% of portfolio
29,016
Q1 2025 Added 17.41%
$7.18B
$1.21 Million 0.02% of portfolio
14,403
Q1 2025 Reduced 13.25%
$0
$1.96 Million 0.02% of portfolio
43,310
Q1 2025 Added 18.32%
$31.6B
$1.24 Million 0.02% of portfolio
40,740
Q1 2025 Reduced 20.42%
$32B
$1.94 Million 0.02% of portfolio
10,850
Q1 2025 Added 1.72%
$84.3B
$1.53 Million 0.02% of portfolio
10,482
Q1 2025 Reduced 24.84%
$84.4B
$1.83 Million 0.02% of portfolio
7,699
Q1 2025 Reduced 7.82%
$107B
$1.69 Million 0.02% of portfolio
6,912
Q1 2025 Reduced 23.27%
$33.6B
$1.24 Million 0.02% of portfolio
2,586
Q1 2025 Reduced 30.65%
$63.2B
$1.5 Million 0.02% of portfolio
18,621
Q1 2025 Reduced 27.09%
$32.2B
$1.32 Million 0.02% of portfolio
2,269
Q1 2025 Added 26.2%
$86.1B
$1.67 Million 0.02% of portfolio
3,585
Q1 2025 Added 94.63%
$58.6B
$1.43 Million 0.02% of portfolio
6,033
Q1 2025 Reduced 27.84%
$0
$1.28 Million 0.02% of portfolio
33,271
Q1 2025 Added 1.74%
$54.9B
$1.19 Million 0.02% of portfolio
6,287
Q1 2025 Reduced 22.08%
$0
$1.59 Million 0.02% of portfolio
50,689
Q1 2025 Reduced 0.36%
$81B
$1.86 Million 0.02% of portfolio
28,495
Q1 2025 Reduced 21.88%
$4.13B
$1.51 Million 0.02% of portfolio
41,315
Q1 2025 Reduced 38.97%
$0
$1.43 Million 0.02% of portfolio
27,772
Q1 2025 Added 38.01%
$50.9B
$1.4 Million 0.02% of portfolio
4,687
Q1 2025 Reduced 8.67%
$65.6B
$1.82 Million 0.02% of portfolio
43,720
Q1 2025 Added 11.6%
$27.8B
$1.36 Million 0.02% of portfolio
25,244
Q1 2025 Added 30.94%
$59.6B
$1.2 Million 0.02% of portfolio
2,030
Q1 2025 Reduced 6.06%
$69.5B
$1.6 Million 0.02% of portfolio
7,804
Q1 2025 Added 31.51%
$50.8B
$1.4 Million 0.02% of portfolio
33,543
Q1 2025 Reduced 25.18%
$0
$1.3 Million 0.02% of portfolio
35,901
Q1 2025 Added 58.88%
$0
$1.94 Million 0.02% of portfolio
79,892
Q1 2025 Reduced 59.9%
$0
$1.71 Million 0.02% of portfolio
61,946
Q1 2025 Reduced 36.33%
$0
$1.55 Million 0.02% of portfolio
47,269
Q1 2025 Added 408.93%
$27B
$1.83 Million 0.02% of portfolio
21,587
Q1 2025 Reduced 8.85%
$23.3B
$1.67 Million 0.02% of portfolio
23,390
Q1 2025 Reduced 34.72%
$258B
$1.95 Million 0.02% of portfolio
26,644
Q1 2025 Reduced 40.34%

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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