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
$75.1B
$3.1 Million 0.07% of portfolio
16,669
Q2 2025 Added 120.52%
$0
$2.92 Million 0.07% of portfolio
26,547
Q2 2025 Added 4.45%
$18B
$2.89 Million 0.07% of portfolio
88,111
Q2 2025 Reduced 71.7%
$0
$2.97 Million 0.07% of portfolio
61,562
Q2 2025 Reduced 14.83%
$0
$3.09 Million 0.07% of portfolio
8,791
Q2 2025 Reduced 18.59%
$0
$2.97 Million 0.07% of portfolio
17,571
Q2 2025 Reduced 30.29%
$0
$2.82 Million 0.07% of portfolio
46,103
Q2 2025 Reduced 39.93%
$22.5B
$2.95 Million 0.07% of portfolio
32,227
Q2 2025 Added 6.22%
$139B
$3.1 Million 0.07% of portfolio
25,168
Q2 2025 Reduced 60.61%
$84.1B
$2.85 Million 0.07% of portfolio
42,265
Q2 2025 Reduced 57.7%
$0
$2.85 Million 0.07% of portfolio
13,132
Q2 2025 Reduced 56.92%
$0
$2.83 Million 0.07% of portfolio
69,849
Q2 2025 Reduced 65.64%
$108B
$2.85 Million 0.07% of portfolio
31,112
Q2 2025 Reduced 59.72%
$187B
$2.81 Million 0.07% of portfolio
6,934
Q2 2025 Reduced 50.61%
$0
$2.78 Million 0.07% of portfolio
14,747
Q2 2025 Reduced 11.91%
$0
$2.96 Million 0.07% of portfolio
58,167
Q2 2025 Reduced 3.55%
$150B
$2.58 Million 0.06% of portfolio
8,643
Q2 2025 Reduced 53.43%
$157B
$2.35 Million 0.06% of portfolio
6,068
Q2 2025 Reduced 58.15%
$64.2B
$2.5 Million 0.06% of portfolio
8,854
Q2 2025 Reduced 31.28%
$57.5B
$2.47 Million 0.06% of portfolio
23,798
Q2 2025 Reduced 27.72%
$99B
$2.68 Million 0.06% of portfolio
57,977
Q2 2025 Reduced 64.18%
$36.8B
$2.38 Million 0.06% of portfolio
23,677
Q2 2025 Reduced 36.74%
$153B
$2.6 Million 0.06% of portfolio
5,119
Q2 2025 Reduced 53.78%
$78.8B
$2.52 Million 0.06% of portfolio
9,369
Q2 2025 Reduced 42.51%
$78.6B
$2.63 Million 0.06% of portfolio
19,743
Q2 2025 Reduced 41.51%
$0
$2.49 Million 0.06% of portfolio
54,523
Q2 2025 Reduced 85.61%
$0
$2.3 Million 0.06% of portfolio
8,529
Q2 2025 Reduced 15.83%
$0
$2.55 Million 0.06% of portfolio
51,739
Q2 2025 Reduced 54.36%
$0
$2.43 Million 0.06% of portfolio
97,646
Q2 2025 Reduced 36.88%
$0
$2.53 Million 0.06% of portfolio
53,914
Q2 2025 Reduced 11.66%
$169B
$2.39 Million 0.06% of portfolio
4,402
Q2 2025 Reduced 40.47%
$0
$2.4 Million 0.06% of portfolio
37,944
Q2 2025 Reduced 86.14%
$3.68B
$2.67 Million 0.06% of portfolio
6,617
Q2 2025 Reduced 52.65%
$250B
$2.39 Million 0.06% of portfolio
16,958
Q2 2025 Reduced 60.24%
$141B
$2.34 Million 0.06% of portfolio
33,654
Q2 2025 Reduced 67.16%
$0
$2.55 Million 0.06% of portfolio
50,306
Q2 2025 Reduced 85.41%
$0
$2.32 Million 0.06% of portfolio
28,440
Q2 2025 Reduced 34.07%
$39.1B
$2.4 Million 0.06% of portfolio
22,342
Q2 2025 Reduced 53.12%
$182B
$2.44 Million 0.06% of portfolio
4,622
Q2 2025 Reduced 57.78%
$0
$2.51 Million 0.06% of portfolio
87,555
Q2 2025 Added 14.27%
$178B
$2.47 Million 0.06% of portfolio
21,394
Q2 2025 Reduced 54.9%
$61.8B
$2.48 Million 0.06% of portfolio
11,064
Q2 2025 Reduced 17.6%
$133B
$2.43 Million 0.06% of portfolio
3,172
Q2 2025 Reduced 36.02%
$40.9B
$2.31 Million 0.06% of portfolio
30,445
Q2 2025 Reduced 55.88%
$155B
$2.35 Million 0.06% of portfolio
19,030
Q2 2025 Reduced 68.36%
$0
$2.33 Million 0.06% of portfolio
12,095
Q2 2025 Reduced 66.18%
$0
$2.31 Million 0.06% of portfolio
10,290
Q2 2025 Reduced 27.77%
$302B
$2.51 Million 0.06% of portfolio
31,269
Q2 2025 Reduced 64.85%
$0
$2.53 Million 0.06% of portfolio
30,778
Q2 2025 Reduced 6.32%

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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