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
$8.45 Million 0.11% of portfolio
44,911
Q1 2025 Reduced 13.3%
$0
$8.3 Million 0.11% of portfolio
330,153
Q1 2025 Added 2.65%
$0
$8.73 Million 0.11% of portfolio
72,938
Q1 2025 Reduced 5.41%
$0
$8.37 Million 0.11% of portfolio
98,293
Q1 2025 Added 5.9%
$0
$8.64 Million 0.11% of portfolio
113,666
Q1 2025 Reduced 13.73%
$0
$8.98 Million 0.11% of portfolio
175,812
Q1 2025 Reduced 1.03%
$0
$8.74 Million 0.11% of portfolio
190,140
Q1 2025 Added 1.55%
$0
$8.54 Million 0.11% of portfolio
57,527
Q1 2025 Reduced 24.5%
$0
$7.99 Million 0.1% of portfolio
356,013
Q1 2025 Added 68.02%
$42.8B
$7.82 Million 0.1% of portfolio
56,728
Q1 2025 Reduced 0.46%
$4.65B
$8.16 Million 0.1% of portfolio
273,481
Q1 2025 Added 31.33%
$76.5B
$7.73 Million 0.1% of portfolio
28,369
Q1 2025 Added 4.95%
$0
$7.62 Million 0.1% of portfolio
457,962
Q1 2025 Reduced 0.41%
$219B
$7.72 Million 0.1% of portfolio
14,129
Q1 2025 Reduced 18.56%
$0
$7.9 Million 0.1% of portfolio
251,623
Q1 2025 Added 10.51%
$0
$8.1 Million 0.1% of portfolio
79,046
Q1 2025 Added 12.57%
$170B
$7.6 Million 0.1% of portfolio
49,470
Q1 2025 Reduced 34.14%
$35.3B
$7.69 Million 0.1% of portfolio
132,645
Q1 2025 Reduced 28.89%
$107B
$7.58 Million 0.1% of portfolio
77,246
Q1 2025 Reduced 3.09%
$137B
$7.58 Million 0.1% of portfolio
32,067
Q1 2025 Reduced 8.76%
$0
$7.5 Million 0.1% of portfolio
40,273
Q1 2025 Reduced 20.35%
$9.79B
$7.48 Million 0.1% of portfolio
120,921
Q1 2025 Added 1.55%
$81B
$6.94 Million 0.09% of portfolio
27,301
Q1 2025 Reduced 9.21%
$0
$6.94 Million 0.09% of portfolio
160,361
Q1 2025 Reduced 3.83%
$149B
$6.79 Million 0.09% of portfolio
32,048
Q1 2025 Reduced 7.11%
$0
$7.42 Million 0.09% of portfolio
74,743
Q1 2025 Added 25.9%
$0
$6.82 Million 0.09% of portfolio
59,976
Q1 2025 Reduced 35.36%
$0
$7.2 Million 0.09% of portfolio
169,323
Q1 2025 Reduced 11.52%
$0
$7.14 Million 0.09% of portfolio
300,831
Q1 2025 Added 1.49%
$0
$7.06 Million 0.09% of portfolio
218,014
Q1 2025 Added 7.94%
$93.6B
$6.78 Million 0.09% of portfolio
99,918
Q1 2025 Added 10.83%
$141B
$7.27 Million 0.09% of portfolio
102,489
Q1 2025 Reduced 19.85%
$59.6B
$7.1 Million 0.09% of portfolio
41,603
Q1 2025 Reduced 0.37%
$196B
$7.47 Million 0.09% of portfolio
9,378
Q1 2025 Added 5.68%
$0
$7.4 Million 0.09% of portfolio
203,287
Q1 2025 Reduced 11.71%
$0
$7.09 Million 0.09% of portfolio
260,247
Q1 2025 Reduced 7.95%
$0
$6.97 Million 0.09% of portfolio
297,647
Q1 2025 Reduced 18.91%
$156B
$6.99 Million 0.09% of portfolio
14,039
Q1 2025 Reduced 10.89%
$143B
$7.33 Million 0.09% of portfolio
60,145
Q1 2025 Reduced 6.95%
$0
$7.27 Million 0.09% of portfolio
28,271
Q1 2025 Reduced 1.55%
$0
$7.11 Million 0.09% of portfolio
90,076
Q1 2025 Reduced 19.64%
$0
$7.1 Million 0.09% of portfolio
54,776
Q1 2025 Reduced 18.42%
$0
$7.12 Million 0.09% of portfolio
89,163
Q1 2025 Reduced 8.76%
$0
$6.6 Million 0.08% of portfolio
108,901
Q1 2025 Reduced 5.28%
$152B
$5.92 Million 0.08% of portfolio
160,562
Q1 2025 Reduced 10.95%
$55.1B
$6.29 Million 0.08% of portfolio
338,260
Q1 2025 Reduced 50.3%
$67.9B
$6.67 Million 0.08% of portfolio
195,356
Q1 2025 Reduced 9.76%
$0
$5.98 Million 0.08% of portfolio
246,835
Q1 2025 Added 0.29%
$0
$5.94 Million 0.08% of portfolio
135,515
Q1 2025 Reduced 24.45%

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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