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
$0
$16.9 Million 0.41% of portfolio
155,077
Q2 2025 Reduced 58.82%
$0
$17 Million 0.41% of portfolio
127,847
Q2 2025 Reduced 63.46%
$0
$16.4 Million 0.4% of portfolio
264,304
Q2 2025 Reduced 60.81%
$0
$16.8 Million 0.4% of portfolio
331,249
Q2 2025 Reduced 36.22%
$0
$16.1 Million 0.39% of portfolio
57,735
Q2 2025 Reduced 31.71%
$1.24T
$15.8 Million 0.38% of portfolio
89,025
Q2 2025 Reduced 62.55%
$0
$15.4 Million 0.37% of portfolio
199,045
Q2 2025 Reduced 51.74%
$0
$15.5 Million 0.37% of portfolio
70,624
Q2 2025 Reduced 3.47%
$0
$14.8 Million 0.36% of portfolio
557,436
Q2 2025 Reduced 59.07%
$0
$15 Million 0.36% of portfolio
513,226
Q2 2025 Reduced 6.56%
$0
$14.8 Million 0.36% of portfolio
62,308
Q2 2025 Reduced 46.89%
$281B
$15 Million 0.36% of portfolio
152,906
Q2 2025 Reduced 43.4%
$0
$14.7 Million 0.35% of portfolio
64,643
Q2 2025 Reduced 4.02%
$0
$14.3 Million 0.35% of portfolio
331,529
Q2 2025 Reduced 4.78%
$0
$14.2 Million 0.34% of portfolio
662,844
Q2 2025 Added 14.94%
$0
$14.2 Million 0.34% of portfolio
198,875
Q2 2025 Reduced 55.46%
$0
$13.6 Million 0.33% of portfolio
265,710
Q2 2025 Reduced 49.39%
$0
$13.9 Million 0.33% of portfolio
105,688
Q2 2025 Reduced 13.13%
$367B
$13.4 Million 0.32% of portfolio
98,520
Q2 2025 Reduced 55.68%
$0
$13.4 Million 0.32% of portfolio
47,820
Q2 2025 Reduced 22.66%
$0
$13 Million 0.31% of portfolio
54,097
Q2 2025 Reduced 38.56%
$0
$13 Million 0.31% of portfolio
124,365
Q2 2025 Reduced 53.99%
$0
$12.9 Million 0.31% of portfolio
441,275
Q2 2025 Reduced 51.48%
$442B
$12.6 Million 0.3% of portfolio
117,266
Q2 2025 Reduced 48.13%
$210B
$12.3 Million 0.3% of portfolio
41,815
Q2 2025 Reduced 41.36%
$53.5B
$12.4 Million 0.3% of portfolio
199,582
Q2 2025 Reduced 56.9%
$0
$12.5 Million 0.3% of portfolio
237,361
Q2 2025 Reduced 34.42%
$452B
$12.3 Million 0.3% of portfolio
80,696
Q2 2025 Reduced 48.72%
$0
$12.1 Million 0.29% of portfolio
270,844
Q2 2025 Reduced 36.41%
$0
$11.9 Million 0.29% of portfolio
172,901
Q2 2025 Reduced 50.92%
$0
$11.8 Million 0.28% of portfolio
226,140
Q2 2025 Added 309.79%
$0
$11.6 Million 0.28% of portfolio
66,992
Q2 2025 Reduced 53.94%
$1.27T
$11.5 Million 0.28% of portfolio
50,784
Q2 2025 Reduced 41.52%
$0
$11.3 Million 0.27% of portfolio
94,951
Q2 2025 Reduced 31.24%
$0
$11 Million 0.27% of portfolio
25,074
Q2 2025 Reduced 27.0%
$0
$10.7 Million 0.26% of portfolio
288,796
Q2 2025 Reduced 19.77%
$302B
$10.7 Million 0.26% of portfolio
74,867
Q2 2025 Reduced 46.61%
$0
$10.8 Million 0.26% of portfolio
217,272
Q2 2025 Reduced 79.41%
$351B
$10.2 Million 0.25% of portfolio
55,034
Q2 2025 Reduced 60.03%
$439B
$10.3 Million 0.25% of portfolio
10,453
Q2 2025 Reduced 76.69%
$0
$10.4 Million 0.25% of portfolio
102,224
Q2 2025 Reduced 47.58%
$0
$10.2 Million 0.25% of portfolio
38,370
Q2 2025 Reduced 35.91%
$545B
$10.3 Million 0.25% of portfolio
7,728
Q2 2025 Reduced 58.89%
$0
$10.4 Million 0.25% of portfolio
116,987
Q2 2025 Reduced 55.57%
$0
$10.6 Million 0.25% of portfolio
210,150
Q2 2025 Reduced 44.74%
$608B
$10.1 Million 0.24% of portfolio
12,987
Q2 2025 Reduced 66.07%
$0
$9.88 Million 0.24% of portfolio
50,082
Q2 2025 Reduced 51.81%
$0
$9.87 Million 0.24% of portfolio
108,634
Q2 2025 Reduced 40.11%
$0
$9.79 Million 0.24% of portfolio
90,906
Q2 2025 Reduced 0.97%

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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