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
$16.3B
$1.18 Million 0.02% of portfolio
3,513
Q1 2025 Reduced 19.85%
$67.8B
$1.96 Million 0.02% of portfolio
13,427
Q1 2025 Added 3.44%
$0
$1.75 Million 0.02% of portfolio
15,091
Q1 2025 Reduced 1.84%
$0
$1.57 Million 0.02% of portfolio
18,896
Q1 2025 Added 10.65%
$0
$1.93 Million 0.02% of portfolio
67,526
Q1 2025 Added 19.42%
$0
$1.66 Million 0.02% of portfolio
24,352
Q1 2025 Reduced 29.08%
$0
$1.38 Million 0.02% of portfolio
118,851
Q1 2025 Reduced 7.87%
$17.8B
$1.56 Million 0.02% of portfolio
10,218
Q1 2025 Added 6.04%
$0
$1.89 Million 0.02% of portfolio
109,447
Q1 2025 Reduced 2.81%
$0
$1.3 Million 0.02% of portfolio
32,204
Q1 2025 Added 31.25%
$0
$1.21 Million 0.02% of portfolio
23,915
Q1 2025 Reduced 9.29%
$8.36B
$1.36 Million 0.02% of portfolio
1,024
Q1 2025 Reduced 4.21%
$95.9B
$1.7 Million 0.02% of portfolio
5,176
Q1 2025 Reduced 28.35%
$5.83B
$1.27 Million 0.02% of portfolio
23,095
Q1 2025 Reduced 39.82%
$53.4B
$1.23 Million 0.02% of portfolio
29,922
Q1 2025 Reduced 44.02%
$0
$1.91 Million 0.02% of portfolio
60,960
Q1 2025 Reduced 8.03%
$0
$1.55 Million 0.02% of portfolio
92,730
Q1 2025 Added 7.43%
$0
$1.63 Million 0.02% of portfolio
97,015
Q1 2025 Added 0.09%
$0
$1.87 Million 0.02% of portfolio
7,440
Q1 2025 Reduced 39.42%
$0
$1.33 Million 0.02% of portfolio
17,581
Q1 2025 Added 2.36%
$0
$1.66 Million 0.02% of portfolio
13,103
Q1 2025 New
$29.8B
$1.73 Million 0.02% of portfolio
6,821
Q1 2025 Reduced 4.23%
$31.1B
$1.33 Million 0.02% of portfolio
40,628
Q1 2025 Reduced 0.23%
$0
$1.83 Million 0.02% of portfolio
43,176
Q1 2025 Reduced 17.52%
$0
$1.94 Million 0.02% of portfolio
17,605
Q1 2025 Reduced 9.44%
$39.6B
$1.86 Million 0.02% of portfolio
11,813
Q1 2025 Added 12.37%
$0
$560,000 0.01% of portfolio
24,711
Q1 2025 Reduced 1.12%
$2.44B
$789,000 0.01% of portfolio
41,549
Q1 2025 Added 16.98%
$0
$449,000 0.01% of portfolio
41,918
Q1 2025 Reduced 17.18%
$52.8B
$986,000 0.01% of portfolio
4,765
Q1 2025 Reduced 55.28%
$11.1B
$778,000 0.01% of portfolio
21,350
Q1 2025 Reduced 3.89%
$0
$611,000 0.01% of portfolio
18,651
Q1 2025 Added 0.64%
$0
$916,000 0.01% of portfolio
15,769
Q1 2025 Added 9.19%
$0
$810,000 0.01% of portfolio
19,278
Q1 2025 Reduced 3.32%
$24.5B
$525,000 0.01% of portfolio
5,236
Q1 2025 Added 2.73%
$0
$461,000 0.01% of portfolio
7,074
Q1 2025 Reduced 6.92%
$0
$1.13 Million 0.01% of portfolio
16,207
Q1 2025 New
$0
$456,000 0.01% of portfolio
7,591
Q1 2025 Reduced 11.02%
$64.7B
$578,000 0.01% of portfolio
6,651
Q1 2025 Added 6.21%
$40.6B
$734,000 0.01% of portfolio
4,264
Q1 2025 Reduced 16.88%
$0
$983,000 0.01% of portfolio
26,662
Q1 2025 Added 7.78%
$29.2B
$466,000 0.01% of portfolio
1,475
Q1 2025 Added 78.79%
$8.8B
$573,000 0.01% of portfolio
31,882
Q1 2025 Reduced 4.42%
$73.4B
$878,000 0.01% of portfolio
2,202
Q1 2025 Added 40.97%
$6.52B
$1.06 Million 0.01% of portfolio
50,318
Q1 2025 Added 11.39%
$80.7B
$865,000 0.01% of portfolio
6,322
Q1 2025 Reduced 13.11%
$33.3B
$408,000 0.01% of portfolio
4,252
Q1 2025 Reduced 59.81%
$29.4B
$466,000 0.01% of portfolio
9,724
Q1 2025 Reduced 8.38%
$28.5B
$615,000 0.01% of portfolio
4,198
Q1 2025 Reduced 0.64%

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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