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
$173B
$3.62 Million 0.09% of portfolio
22,761
Q2 2025 Reduced 53.99%
$0
$3.69 Million 0.09% of portfolio
150,787
Q2 2025 Reduced 13.28%
$0
$3.58 Million 0.09% of portfolio
33,003
Q2 2025 Reduced 31.02%
$0
$3.61 Million 0.09% of portfolio
17,091
Q2 2025 Reduced 32.92%
$61.9B
$3.78 Million 0.09% of portfolio
14,116
Q2 2025 Reduced 4.54%
$182B
$3.61 Million 0.09% of portfolio
38,729
Q2 2025 Reduced 75.74%
$155B
$3.93 Million 0.09% of portfolio
64,172
Q2 2025 Reduced 15.16%
$152B
$3.18 Million 0.08% of portfolio
11,385
Q2 2025 Reduced 70.83%
$0
$3.48 Million 0.08% of portfolio
49,472
Q2 2025 Reduced 50.0%
$123B
$3.26 Million 0.08% of portfolio
21,763
Q2 2025 Reduced 47.03%
$185B
$3.28 Million 0.08% of portfolio
38,562
Q2 2025 Reduced 69.06%
$141B
$3.42 Million 0.08% of portfolio
95,926
Q2 2025 Reduced 40.26%
$0
$3.34 Million 0.08% of portfolio
44,216
Q2 2025 Reduced 38.83%
$150B
$3.18 Million 0.08% of portfolio
28,670
Q2 2025 Reduced 39.84%
$0
$3.44 Million 0.08% of portfolio
205,960
Q2 2025 Reduced 55.03%
$0
$3.43 Million 0.08% of portfolio
24,187
Q2 2025 Reduced 17.92%
$0
$3.13 Million 0.08% of portfolio
29,022
Q2 2025 Added 12.18%
$0
$3.14 Million 0.08% of portfolio
33,954
Q2 2025 Reduced 49.86%
$0
$3.34 Million 0.08% of portfolio
14,002
Q2 2025 Reduced 68.82%
$0
$3.41 Million 0.08% of portfolio
30,886
Q2 2025 Reduced 64.07%
$0
$3.18 Million 0.08% of portfolio
16,881
Q2 2025 Reduced 47.55%
$0
$3.44 Million 0.08% of portfolio
147,778
Q2 2025 Reduced 1.25%
$0
$3.17 Million 0.08% of portfolio
136,632
Q2 2025 Added 1.61%
$0
$3.51 Million 0.08% of portfolio
38,205
Q2 2025 Reduced 39.8%
$0
$3.48 Million 0.08% of portfolio
68,050
Q2 2025 Added 654.85%
$77.3B
$3.49 Million 0.08% of portfolio
18,717
Q2 2025 Reduced 31.99%
$0
$3.41 Million 0.08% of portfolio
40,213
Q2 2025 Reduced 61.26%
$102B
$3.17 Million 0.08% of portfolio
34,506
Q2 2025 Reduced 66.69%
$0
$3.26 Million 0.08% of portfolio
39,449
Q2 2025 Reduced 66.92%
$0
$3.41 Million 0.08% of portfolio
110,567
Q2 2025 Added 2.53%
$0
$3.26 Million 0.08% of portfolio
76,590
Q2 2025 Reduced 7.97%
$0
$3.12 Million 0.08% of portfolio
123,009
Q2 2025 Reduced 69.71%
$135B
$3.41 Million 0.08% of portfolio
14,821
Q2 2025 Reduced 53.78%
$0
$3.32 Million 0.08% of portfolio
17,025
Q2 2025 Reduced 31.15%
$95.6B
$3.14 Million 0.08% of portfolio
13,721
Q2 2025 Reduced 74.4%
$0
$3.39 Million 0.08% of portfolio
40,492
Q2 2025 Reduced 54.59%
$55.6B
$3.07 Million 0.07% of portfolio
17,850
Q2 2025 Reduced 7.53%
$423B
$2.92 Million 0.07% of portfolio
4
Q2 2025 Reduced 42.86%
$83.2B
$2.83 Million 0.07% of portfolio
13,319
Q2 2025 Added 15.66%
$38.3B
$3.08 Million 0.07% of portfolio
18,352
Q2 2025 Reduced 67.65%
$145B
$2.96 Million 0.07% of portfolio
8,294
Q2 2025 Reduced 40.48%
$53.7B
$3.03 Million 0.07% of portfolio
167,058
Q2 2025 Reduced 50.61%
$0
$2.7 Million 0.07% of portfolio
52,791
Q2 2025 Added 1.8%
$0
$2.8 Million 0.07% of portfolio
157,272
Q2 2025 Reduced 30.8%
$61.9B
$2.96 Million 0.07% of portfolio
27,967
Q2 2025 Reduced 26.22%
$34.1B
$2.93 Million 0.07% of portfolio
17,890
Q2 2025 Added 9.59%
$0
$2.78 Million 0.07% of portfolio
113,985
Q2 2025 Added 38.19%
$0
$2.71 Million 0.07% of portfolio
22,309
Q2 2025 Reduced 42.14%
$25.9B
$2.73 Million 0.07% of portfolio
16,448
Q2 2025 Reduced 29.31%

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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