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
$548B
$17.5 Million 0.22% of portfolio
18,799
Q1 2025 Reduced 4.78%
$282B
$17 Million 0.22% of portfolio
32,375
Q1 2025 Reduced 7.48%
$0
$17.6 Million 0.22% of portfolio
250,192
Q1 2025 Reduced 1.16%
$0
$16.8 Million 0.21% of portfolio
103,923
Q1 2025 Added 31.33%
$0
$16.3 Million 0.21% of portfolio
181,394
Q1 2025 Reduced 35.46%
$0
$16.5 Million 0.21% of portfolio
134,925
Q1 2025 Reduced 20.27%
$0
$16.3 Million 0.21% of portfolio
138,090
Q1 2025 Reduced 0.46%
$211B
$16.9 Million 0.21% of portfolio
53,992
Q1 2025 Reduced 2.49%
$175B
$16.6 Million 0.21% of portfolio
366,370
Q1 2025 Reduced 14.15%
$198B
$15.5 Million 0.2% of portfolio
547,139
Q1 2025 Reduced 0.08%
$0
$15.9 Million 0.2% of portfolio
59,867
Q1 2025 Added 179.01%
$0
$15.5 Million 0.2% of portfolio
154,329
Q1 2025 Added 120.22%
$0
$16.1 Million 0.2% of portfolio
549,275
Q1 2025 Added 648.02%
$0
$16 Million 0.2% of portfolio
61,831
Q1 2025 Reduced 27.3%
$0
$15.7 Million 0.2% of portfolio
121,657
Q1 2025 Added 2.11%
$0
$16 Million 0.2% of portfolio
73,163
Q1 2025 Reduced 9.35%
$0
$15.1 Million 0.19% of portfolio
273,794
Q1 2025 Reduced 22.8%
$0
$15.3 Million 0.19% of portfolio
76,564
Q1 2025 Reduced 22.81%
$123B
$14.7 Million 0.19% of portfolio
32,803
Q1 2025 Reduced 11.44%
$135B
$14.6 Million 0.19% of portfolio
577,643
Q1 2025 Reduced 1.25%
$0
$13.9 Million 0.18% of portfolio
151,585
Q1 2025 Reduced 4.59%
$0
$14 Million 0.18% of portfolio
128,812
Q1 2025 Reduced 31.33%
$0
$13.8 Million 0.18% of portfolio
348,161
Q1 2025 Added 18.46%
$0
$13.8 Million 0.18% of portfolio
299,964
Q1 2025 Added 79.16%
$0
$14.5 Million 0.18% of portfolio
386,518
Q1 2025 Reduced 4.49%
$0
$14.3 Million 0.18% of portfolio
181,810
Q1 2025 Reduced 3.6%
$0
$14.4 Million 0.18% of portfolio
34,350
Q1 2025 Reduced 34.61%
$1.09T
$14.4 Million 0.18% of portfolio
86,841
Q1 2025 Added 26.04%
$0
$14.1 Million 0.18% of portfolio
172,762
Q1 2025 Reduced 8.38%
$0
$13.6 Million 0.17% of portfolio
332,670
Q1 2025 Reduced 0.9%
$214B
$13.4 Million 0.17% of portfolio
135,812
Q1 2025 Reduced 3.52%
$0
$13 Million 0.17% of portfolio
67,348
Q1 2025 Reduced 65.95%
$0
$13.3 Million 0.17% of portfolio
219,336
Q1 2025 Reduced 2.22%
$0
$13.6 Million 0.17% of portfolio
79,499
Q1 2025 Reduced 19.82%
$207B
$12.2 Million 0.16% of portfolio
118,939
Q1 2025 Reduced 9.73%
$0
$12.4 Million 0.16% of portfolio
576,685
Q1 2025 Reduced 44.09%
$0
$12.4 Million 0.16% of portfolio
149,746
Q1 2025 Reduced 6.55%
$0
$13 Million 0.16% of portfolio
164,222
Q1 2025 Reduced 47.0%
$261B
$12.3 Million 0.16% of portfolio
45,840
Q1 2025 Added 0.23%
$0
$12.2 Million 0.16% of portfolio
46,200
Q1 2025 Reduced 7.36%
$95.2B
$12.4 Million 0.16% of portfolio
53,607
Q1 2025 Reduced 0.97%
$155B
$12.2 Million 0.15% of portfolio
39,029
Q1 2025 Reduced 14.7%
$0
$12 Million 0.15% of portfolio
359,947
Q1 2025 Added 3.85%
$272B
$11.8 Million 0.15% of portfolio
191,377
Q1 2025 Added 7.29%
$0
$11.8 Million 0.15% of portfolio
232,973
Q1 2025 Added 8.08%
$0
$11.5 Million 0.15% of portfolio
37,370
Q1 2025 Added 5.28%
$200B
$11.6 Million 0.15% of portfolio
129,254
Q1 2025 Added 0.01%
$166B
$11.6 Million 0.15% of portfolio
159,629
Q1 2025 Added 1.85%
$0
$11.6 Million 0.15% of portfolio
135,475
Q1 2025 Reduced 12.47%

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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