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 0.0% of portfolio
-
Q1 2025 Added 23.52%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 31.17%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 71.83%
$0
$258,000 0.0% of portfolio
6,723
Q1 2025 Added 19.29%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 28.68%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.88%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 21.66%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 19.78%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 20.97%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$370,000 0.0% of portfolio
9,052
Q4 2024 Reduced 2.91%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 42.62%
-
$0 0.0% of portfolio
-
Q1 2025 Added 22.23%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.85%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.9%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 39.08%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2024 Added 37.23%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 14.17%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 56.13%
$0
$314,000 0.0% of portfolio
8,281
Q1 2025 New
$0
$302,000 0.0% of portfolio
20,953
Q1 2025 Added 2.64%
$0
$266,000 0.0% of portfolio
2,448
Q1 2025 Reduced 1.73%
$0
$216,000 0.0% of portfolio
2,404
Q1 2025 Reduced 1.56%
$0
$47,000 0.0% of portfolio
11,000
Q1 2025 New
$0
$302,000 0.0% of portfolio
2,304
Q1 2025 Reduced 58.14%
$22.8B
$236,000 0.0% of portfolio
5,857
Q1 2025 Reduced 48.26%
Flagstar Financial Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 34.73%
Flaherty & Crumrine Dynamic
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.08%
$0
$274,000 0.0% of portfolio
17,208
Q1 2025 Reduced 10.76%
$0
$328,000 0.0% of portfolio
4,806
Q3 2024 Added 2.12%
$0
$270,000 0.0% of portfolio
11,164
Q1 2025 New
$23.2M
$18,000 0.0% of portfolio
10,553
Q1 2025 New
$5.17B
$233,000 0.0% of portfolio
5,542
Q1 2025 New
$3.93B
$291,000 0.0% of portfolio
3,101
Q1 2025 Added 0.23%
$0
$288,000 0.0% of portfolio
11,791
Q1 2025 Added 18.03%
$0
$0 0.0% of portfolio
44,026
Q1 2025 Reduced 6.45%
Franklin Templeton ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.05%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q1 2025 Added 133.1%
$580M
$123,000 0.0% of portfolio
42,432
Q1 2025 Reduced 3.68%
Fuelcell Energy Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.63%
$12.9B
$212,000 0.0% of portfolio
16,630
Q1 2025 New
$0
$107,000 0.0% of portfolio
28,685
Q1 2025 Added 0.58%
$144M
$226,000 0.0% of portfolio
186,000
Q1 2025 Reduced 10.19%
$7.33B
$346,000 0.0% of portfolio
17,201
Q1 2025 Reduced 0.83%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.76%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.78%

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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