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
EFG Msci Eafe Growth ETF ETFs	$0	$9.9 Million 0.24% of portfolio	88,420	Q2 2025 Reduced 66.47%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$10 Million 0.24% of portfolio	120,541	Q2 2025 Reduced 30.23%
GE General Electric CO Industrials	$306B	$9.22 Million 0.22% of portfolio	35,808	Q2 2025 Reduced 21.29%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$8.92 Million 0.22% of portfolio	79,320	Q2 2025 Reduced 17.47%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$9.24 Million 0.22% of portfolio	180,948	Q2 2025 Added 208.16%
VCR Vanguard Consumer Discretionar ETFs	$0	$9.13 Million 0.22% of portfolio	25,201	Q2 2025 Added 26.6%
VFH Vanguard Financial ETF ETFs	$0	$9.01 Million 0.22% of portfolio	70,760	Q2 2025 Reduced 24.96%
VPU Vanguard Utilities ETF ETFs	$0	$9.08 Million 0.22% of portfolio	51,419	Q2 2025 Reduced 35.32%
FDIG Fidelity Covington Tr Crypto I ETFs	$0	$8.59 Million 0.21% of portfolio	241,409	Q2 2025 Reduced 2.2%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$8.57 Million 0.21% of portfolio	242,835	Q2 2025 Reduced 14.65%
HD Home Depot, Inc. Consumer Cyclical	$405B	$8.81 Million 0.21% of portfolio	24,021	Q2 2025 Reduced 60.04%
MDT Medtronic PLC Healthcare	$122B	$8.63 Million 0.21% of portfolio	99,058	Q2 2025 Reduced 12.82%
PG Procter & Gamble CO Consumer Defensive	$368B	$8.87 Million 0.21% of portfolio	55,657	Q2 2025 Reduced 58.57%
VIS Vanguard Industrial ETF ETFs	$0	$8.91 Million 0.21% of portfolio	31,808	Q2 2025 Reduced 20.7%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$8.77 Million 0.21% of portfolio	23,945	Q2 2025 Reduced 27.3%
KO Coca Cola CO Consumer Defensive	$306B	$8.26 Million 0.2% of portfolio	116,730	Q2 2025 Reduced 52.12%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$8.13 Million 0.2% of portfolio	82,783	Q2 2025 Reduced 45.39%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$8.26 Million 0.2% of portfolio	93,588	Q2 2025 Reduced 87.04%
IEF Ishares Barclays ETFs	$0	$8.43 Million 0.2% of portfolio	88,026	Q2 2025 Reduced 24.81%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$8.41 Million 0.2% of portfolio	55,936	Q2 2025 Added 11.07%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$8.18 Million 0.2% of portfolio	156,373	Q2 2025 Reduced 11.06%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$8.46 Million 0.2% of portfolio	170,973	Q2 2025 Reduced 78.67%
VZ Verizon Communications Inc Communication Services	$182B	$8.38 Million 0.2% of portfolio	193,712	Q2 2025 Reduced 47.13%
AXP American Express CO Financial Services	$227B	$7.94 Million 0.19% of portfolio	24,890	Q2 2025 Reduced 36.67%
CGXU Capital Group Intl Focus Equit ETFs	$0	$7.87 Million 0.19% of portfolio	290,268	Q2 2025 Added 31.36%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$7.88 Million 0.19% of portfolio	131,617	Q2 2025 Reduced 17.64%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$7.96 Million 0.19% of portfolio	84,757	Q2 2025 Reduced 66.62%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$7.98 Million 0.19% of portfolio	316,905	Q2 2025 Reduced 4.01%
FLRT Pacer Fds Tr Pacific Asset Flt ETFs	$0	$7.84 Million 0.19% of portfolio	164,745	Q2 2025 Reduced 30.96%
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	$0	$7.68 Million 0.19% of portfolio	107,640	Q2 2025 Reduced 16.99%
PM Philip Morris International Inc. Consumer Defensive	$261B	$8.05 Million 0.19% of portfolio	44,193	Q2 2025 Reduced 38.42%
CRWD Crowd Strike Holdings, Inc. Technology	$93.6B	$7.43 Million 0.18% of portfolio	14,580	Q2 2025 Reduced 54.61%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$7.28 Million 0.18% of portfolio	24,901	Q2 2025 Reduced 53.88%
XLF Financial Sector Spdr ETFs	$0	$7.53 Million 0.18% of portfolio	143,773	Q2 2025 Reduced 74.97%
XLU Utilities Sector Spdr ETFs	$0	$7.61 Million 0.18% of portfolio	93,236	Q2 2025 Reduced 48.72%
VOX Vanguard Communication Service ETFs	$0	$7.49 Million 0.18% of portfolio	43,788	Q2 2025 Reduced 23.88%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.9 Million 0.17% of portfolio	77,164	Q2 2025 Reduced 30.1%
LMT Lockheed Martin Corp Industrials	$113B	$7 Million 0.17% of portfolio	15,123	Q2 2025 Reduced 53.9%
VV Vanguard Large Cap ETF ETFs	$0	$7.07 Million 0.17% of portfolio	24,798	Q2 2025 Reduced 12.28%
AMD Advanced Micro Devices Inc Technology	$282B	$6.65 Million 0.16% of portfolio	46,887	Q2 2025 Reduced 60.58%
CGCP Capital Group Core Plus Income ETFs	$0	$6.58 Million 0.16% of portfolio	292,485	Q2 2025 Reduced 17.84%
DIS Walt Disney CO Communication Services	$207B	$6.63 Million 0.16% of portfolio	53,470	Q2 2025 Reduced 60.63%
FDL First Tr Morningstar Dividend ETFs	$0	$6.72 Million 0.16% of portfolio	160,497	Q2 2025 Reduced 18.17%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$6.63 Million 0.16% of portfolio	51,555	Q2 2025 Reduced 14.04%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.7 Million 0.16% of portfolio	49,638	Q2 2025 Reduced 63.21%
HYG Ishares Tr ETFs	$0	$6.64 Million 0.16% of portfolio	82,361	Q2 2025 Reduced 49.85%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$6.79 Million 0.16% of portfolio	286,070	Q2 2025 Reduced 4.91%
HYGH Ishares U S ETF Tr Int Rate He ETFs	$0	$6.71 Million 0.16% of portfolio	77,547	Q2 2025 Reduced 21.11%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$6.5 Million 0.16% of portfolio	163,339	Q2 2025 Reduced 57.74%
XLP Consumer Staples Sector Spdr ETFs	$0	$6.54 Million 0.16% of portfolio	86,029	Q2 2025 Reduced 24.31%

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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Atria Wealth Solutions, Inc. Portfolio Holdings