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
$6.33 Million 0.08% of portfolio
252,205
Q1 2025 Reduced 1.95%
$0
$6.27 Million 0.08% of portfolio
321,854
Q1 2025 Added 20.99%
$0
$5.96 Million 0.08% of portfolio
53,684
Q1 2025 Reduced 35.19%
$0
$6.4 Million 0.08% of portfolio
50,360
Q1 2025 Added 9.31%
$0
$6.36 Million 0.08% of portfolio
65,290
Q1 2025 Reduced 5.69%
$0
$6.13 Million 0.08% of portfolio
67,714
Q1 2025 Reduced 21.04%
$0
$6.01 Million 0.08% of portfolio
114,392
Q1 2025 Reduced 18.98%
$0
$6.09 Million 0.08% of portfolio
130,529
Q1 2025 Reduced 7.04%
$0
$6.67 Million 0.08% of portfolio
141,746
Q1 2025 Added 12.13%
$105B
$6.69 Million 0.08% of portfolio
57,881
Q1 2025 Reduced 2.93%
$36.8B
$6.47 Million 0.08% of portfolio
65,229
Q1 2025 Reduced 27.94%
$31.6B
$6.12 Million 0.08% of portfolio
62,834
Q1 2025 Reduced 7.15%
$83.9B
$6.07 Million 0.08% of portfolio
9,992
Q1 2025 Reduced 10.66%
$0
$6.29 Million 0.08% of portfolio
126,486
Q1 2025 Added 0.44%
$0
$6.14 Million 0.08% of portfolio
60,066
Q1 2025 Reduced 10.61%
$0
$6.02 Million 0.08% of portfolio
279,692
Q1 2025 Reduced 2.37%
$0
$6.17 Million 0.08% of portfolio
47,107
Q1 2025 Added 36.4%
$142B
$5.99 Million 0.08% of portfolio
16,082
Q1 2025 Reduced 3.16%
$0
$6.16 Million 0.08% of portfolio
35,768
Q1 2025 Reduced 16.9%
$0
$6.59 Million 0.08% of portfolio
132,878
Q1 2025 Reduced 51.42%
$0
$6.12 Million 0.08% of portfolio
102,948
Q1 2025 Added 29.47%
$0
$6.48 Million 0.08% of portfolio
19,906
Q1 2025 Reduced 46.41%
$286B
$6.39 Million 0.08% of portfolio
88,955
Q1 2025 Reduced 8.11%
$13.1B
$6.57 Million 0.08% of portfolio
104,160
Q1 2025 Added 2.04%
$180B
$5.79 Million 0.07% of portfolio
18,558
Q1 2025 Reduced 1.15%
$175B
$5.56 Million 0.07% of portfolio
14,500
Q1 2025 Reduced 25.25%
$0
$5.26 Million 0.07% of portfolio
166,645
Q1 2025 Reduced 9.15%
$299B
$5.51 Million 0.07% of portfolio
41,656
Q1 2025 Added 14.89%
$146B
$5.68 Million 0.07% of portfolio
39,110
Q1 2025 Added 3.51%
$438B
$5.59 Million 0.07% of portfolio
7
Q1 2025 Reduced 12.5%
$97.6B
$5.74 Million 0.07% of portfolio
41,089
Q1 2025 Reduced 15.53%
$211B
$5.63 Million 0.07% of portfolio
1,223
Q1 2025 Reduced 4.6%
$0
$5.41 Million 0.07% of portfolio
220,979
Q1 2025 Reduced 4.69%
$73.2B
$5.25 Million 0.07% of portfolio
56,063
Q1 2025 Added 29.84%
$157B
$5.2 Million 0.07% of portfolio
11,075
Q1 2025 Reduced 21.69%
$90.7B
$5.17 Million 0.07% of portfolio
116,632
Q1 2025 Reduced 3.13%
$0
$5.14 Million 0.07% of portfolio
75,210
Q1 2025 Added 19.09%
$0
$5.7 Million 0.07% of portfolio
77,440
Q1 2025 Reduced 24.03%
$0
$5.57 Million 0.07% of portfolio
113,372
Q1 2025 Reduced 6.38%
$41.8B
$5.37 Million 0.07% of portfolio
535,831
Q1 2025 Reduced 11.83%
$136B
$5.34 Million 0.07% of portfolio
47,654
Q1 2025 Reduced 18.49%
$0
$5.4 Million 0.07% of portfolio
275,730
Q1 2025 Added 123.97%
$0
$5.75 Million 0.07% of portfolio
278,091
Q1 2025 Added 3.54%
$0
$5.39 Million 0.07% of portfolio
40,171
Q1 2025 Reduced 23.61%
$0
$5.4 Million 0.07% of portfolio
63,465
Q1 2025 Reduced 18.56%
$0
$5.63 Million 0.07% of portfolio
54,396
Q1 2025 Added 18.69%
$0
$5.68 Million 0.07% of portfolio
243,237
Q1 2025 Added 1.61%
$0
$5.46 Million 0.07% of portfolio
65,597
Q1 2025 Reduced 17.59%
$134B
$5.55 Million 0.07% of portfolio
63,889
Q1 2025 Reduced 2.74%

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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