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
$328B
$28.9 Million 0.37% of portfolio
137,705
Q1 2025 Reduced 4.69%
$0
$29.2 Million 0.37% of portfolio
311,325
Q1 2025 Reduced 9.73%
$0
$28.5 Million 0.36% of portfolio
270,274
Q1 2025 Reduced 9.98%
$0
$28.6 Million 0.36% of portfolio
574,404
Q1 2025 Added 17.47%
$53.8B
$27.3 Million 0.35% of portfolio
463,034
Q1 2025 Added 17.36%
$0
$27.5 Million 0.35% of portfolio
277,775
Q1 2025 Reduced 13.49%
$0
$27.2 Million 0.35% of portfolio
75,446
Q1 2025 Added 4.34%
$0
$27.9 Million 0.35% of portfolio
369,344
Q1 2025 Reduced 24.64%
$478B
$26.9 Million 0.34% of portfolio
226,062
Q1 2025 Reduced 14.72%
$0
$26.8 Million 0.34% of portfolio
525,021
Q1 2025 Added 43.15%
$0
$26.2 Million 0.33% of portfolio
765,355
Q1 2025 Added 20.23%
$0
$26.4 Million 0.33% of portfolio
263,736
Q1 2025 Reduced 39.59%
$0
$26.3 Million 0.33% of portfolio
519,371
Q1 2025 Added 23.03%
$392B
$26.1 Million 0.33% of portfolio
157,358
Q1 2025 Reduced 3.33%
$508B
$26.1 Million 0.33% of portfolio
47,545
Q1 2025 Reduced 6.94%
$0
$26 Million 0.33% of portfolio
117,321
Q1 2025 Reduced 11.35%
$0
$24.6 Million 0.31% of portfolio
374,819
Q1 2025 Reduced 13.58%
$293B
$23.5 Million 0.3% of portfolio
140,222
Q1 2025 Reduced 17.34%
$0
$23.8 Million 0.3% of portfolio
253,886
Q1 2025 Reduced 21.54%
$0
$23.8 Million 0.3% of portfolio
263,278
Q1 2025 Reduced 30.44%
$261B
$23.7 Million 0.3% of portfolio
270,144
Q1 2025 Reduced 7.08%
$0
$22.9 Million 0.29% of portfolio
371,177
Q1 2025 Reduced 12.81%
$0
$22.8 Million 0.29% of portfolio
446,881
Q1 2025 Added 11.16%
$377B
$22.9 Million 0.29% of portfolio
134,326
Q1 2025 Reduced 10.06%
$0
$22.8 Million 0.29% of portfolio
909,537
Q1 2025 Reduced 6.06%
$0
$22.5 Million 0.29% of portfolio
279,994
Q1 2025 Reduced 36.81%
$358B
$22 Million 0.28% of portfolio
60,118
Q1 2025 Reduced 12.12%
$0
$22 Million 0.28% of portfolio
150,557
Q1 2025 Reduced 8.1%
$0
$21.7 Million 0.28% of portfolio
468,971
Q1 2025 Reduced 1.27%
$0
$21.9 Million 0.28% of portfolio
352,267
Q1 2025 Added 17.91%
$0
$22 Million 0.28% of portfolio
40,648
Q1 2025 Reduced 11.63%
$0
$21.2 Million 0.27% of portfolio
394,425
Q1 2025 Added 15.99%
$0
$20.4 Million 0.26% of portfolio
145,440
Q1 2025 Reduced 4.07%
$0
$20.2 Million 0.26% of portfolio
195,019
Q1 2025 Added 127.7%
$0
$20.7 Million 0.26% of portfolio
222,629
Q1 2025 Reduced 8.01%
$0
$20 Million 0.25% of portfolio
394,008
Q1 2025 Added 39.98%
$0
$19 Million 0.24% of portfolio
425,908
Q1 2025 Reduced 4.88%
$0
$18.9 Million 0.24% of portfolio
100,624
Q1 2025 Added 2.4%
$0
$19 Million 0.24% of portfolio
361,959
Q1 2025 Added 127.39%
$270B
$18.8 Million 0.24% of portfolio
222,294
Q1 2025 Reduced 8.11%
$0
$19.1 Million 0.24% of portfolio
382,937
Q1 2025 Added 13.37%
$0
$18.6 Million 0.24% of portfolio
73,076
Q1 2025 Reduced 11.25%
$0
$19.1 Million 0.24% of portfolio
380,317
Q1 2025 Added 97.97%
$252B
$17.7 Million 0.23% of portfolio
71,311
Q1 2025 Reduced 11.41%
$0
$17.8 Million 0.23% of portfolio
88,045
Q1 2025 Reduced 6.48%
$0
$17.7 Million 0.23% of portfolio
344,764
Q1 2025 Added 4.39%
$0
$17.9 Million 0.23% of portfolio
84,545
Q1 2025 Reduced 8.91%
$298B
$17.5 Million 0.22% of portfolio
243,777
Q1 2025 Reduced 2.12%
$0
$17.3 Million 0.22% of portfolio
378,915
Q1 2025 Added 12.29%

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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