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
$55.2B
$1.88 Million 0.05% of portfolio
3,523
Q2 2025 Added 10.4%
$295B
$2.24 Million 0.05% of portfolio
2,798
Q2 2025 Reduced 41.72%
$0
$2.2 Million 0.05% of portfolio
68,714
Q2 2025 Reduced 58.8%
$112B
$1.92 Million 0.05% of portfolio
6,630
Q2 2025 Reduced 53.18%
$22.7B
$2.14 Million 0.05% of portfolio
9,610
Q2 2025 Reduced 47.33%
$0
$2.03 Million 0.05% of portfolio
55,103
Q2 2025 Added 62.11%
$120B
$2.01 Million 0.05% of portfolio
22,435
Q2 2025 Reduced 50.21%
$51B
$2.02 Million 0.05% of portfolio
27,066
Q2 2025 Reduced 11.48%
$18.6B
$2.04 Million 0.05% of portfolio
22,047
Q2 2025 Added 53.42%
$36.7B
$2.25 Million 0.05% of portfolio
18,352
Q2 2025 Reduced 0.06%
$0
$2.03 Million 0.05% of portfolio
56,542
Q2 2025 Reduced 6.29%
$0
$1.89 Million 0.05% of portfolio
25,514
Q2 2025 Reduced 40.71%
$0
$2.15 Million 0.05% of portfolio
26,438
Q2 2025 Reduced 11.14%
$0
$2.1 Million 0.05% of portfolio
47,081
Q2 2025 New
$0
$2.24 Million 0.05% of portfolio
51,470
Q2 2025 Added 2.35%
$0
$2.03 Million 0.05% of portfolio
52,037
Q2 2025 Reduced 31.49%
$89.6B
$2 Million 0.05% of portfolio
89,377
Q2 2025 Reduced 29.96%
$102B
$1.92 Million 0.05% of portfolio
10,440
Q2 2025 Reduced 37.08%
$0
$2.23 Million 0.05% of portfolio
12,262
Q2 2025 Reduced 85.85%
$0
$2.11 Million 0.05% of portfolio
30,127
Q2 2025 Reduced 26.77%
$0
$1.92 Million 0.05% of portfolio
16,547
Q2 2025 Reduced 79.07%
$0
$2.02 Million 0.05% of portfolio
18,492
Q2 2025 Reduced 51.9%
$0
$1.89 Million 0.05% of portfolio
14,266
Q2 2025 Reduced 51.99%
$0
$2.01 Million 0.05% of portfolio
39,093
Q2 2025 Reduced 21.42%
$0
$1.93 Million 0.05% of portfolio
25,407
Q2 2025 Reduced 6.2%
$0
$1.93 Million 0.05% of portfolio
29,469
Q2 2025 Reduced 11.48%
$0
$2.07 Million 0.05% of portfolio
42,157
Q2 2025 Reduced 9.15%
$51.7B
$2.28 Million 0.05% of portfolio
9,086
Q2 2025 Reduced 10.07%
$152B
$2.23 Million 0.05% of portfolio
10,050
Q2 2025 Reduced 69.09%
$33B
$1.94 Million 0.05% of portfolio
9,980
Q2 2025 Reduced 8.02%
$0
$1.88 Million 0.05% of portfolio
27,773
Q2 2025 New
$0
$2.12 Million 0.05% of portfolio
39,030
Q2 2025 New
$57.7B
$1.89 Million 0.05% of portfolio
15,868
Q2 2025 Reduced 42.99%
$0
$2.24 Million 0.05% of portfolio
24,322
Q2 2025 Reduced 57.33%
$35.6B
$1.88 Million 0.05% of portfolio
32,550
Q2 2025 Reduced 75.46%
$95.5B
$2.17 Million 0.05% of portfolio
23,143
Q2 2025 Reduced 47.07%
$179B
$2.2 Million 0.05% of portfolio
24,103
Q2 2025 Reduced 20.7%
$32.1B
$2.03 Million 0.05% of portfolio
14,055
Q2 2025 Reduced 34.89%
$0
$1.94 Million 0.05% of portfolio
46,741
Q2 2025 Reduced 38.27%
$0
$2.21 Million 0.05% of portfolio
32,040
Q2 2025 Added 1.27%
$0
$2.13 Million 0.05% of portfolio
63,438
Q2 2025 Reduced 43.46%
$0
$2.21 Million 0.05% of portfolio
92,867
Q2 2025 Reduced 68.8%
$0
$2.16 Million 0.05% of portfolio
81,340
Q2 2025 Reduced 68.75%
$0
$2.1 Million 0.05% of portfolio
50,432
Q2 2025 Reduced 13.13%
$177B
$2.17 Million 0.05% of portfolio
11,134
Q2 2025 Reduced 37.45%
$0
$2.09 Million 0.05% of portfolio
49,171
Q2 2025 Reduced 45.63%
$63.8B
$2.19 Million 0.05% of portfolio
21,700
Q2 2025 Reduced 45.68%
$0
$1.97 Million 0.05% of portfolio
7,105
Q2 2025 Reduced 4.5%
$95.3B
$1.58 Million 0.04% of portfolio
7,146
Q2 2025 Reduced 40.94%

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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