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
$4.82 Million 0.06% of portfolio
50,600
Q1 2025 Reduced 20.49%
$97.3B
$4.4 Million 0.06% of portfolio
13,066
Q1 2025 Reduced 10.07%
$155B
$4.5 Million 0.06% of portfolio
75,635
Q1 2025 Added 1.44%
$72.4B
$4.39 Million 0.06% of portfolio
39,951
Q1 2025 Reduced 9.38%
$0
$4.47 Million 0.06% of portfolio
27,846
Q1 2025 Reduced 25.28%
$0
$4.91 Million 0.06% of portfolio
42,366
Q1 2025 Added 0.9%
$0
$4.34 Million 0.06% of portfolio
52,604
Q1 2025 Added 70.71%
$0
$4.72 Million 0.06% of portfolio
66,309
Q1 2025 Reduced 1.72%
$0
$4.67 Million 0.06% of portfolio
24,728
Q1 2025 Reduced 16.59%
$0
$4.46 Million 0.06% of portfolio
54,302
Q1 2025 Added 1,618.42%
$79.6B
$4.29 Million 0.05% of portfolio
29,194
Q1 2025 Reduced 14.02%
$5.09B
$4.26 Million 0.05% of portfolio
444,260
Q1 2025 Reduced 1.83%
$55.1B
$4.31 Million 0.05% of portfolio
39,778
Q1 2025 Reduced 30.12%
$60B
$3.8 Million 0.05% of portfolio
12,884
Q1 2025 Reduced 24.5%
$52.3B
$3.6 Million 0.05% of portfolio
32,925
Q1 2025 Reduced 13.66%
$18.6B
$4.22 Million 0.05% of portfolio
9,733
Q1 2025 Added 10.56%
$22.2B
$3.75 Million 0.05% of portfolio
18,246
Q1 2025 Reduced 11.75%
$35.8B
$4.14 Million 0.05% of portfolio
37,430
Q1 2025 Reduced 2.35%
$87.4B
$3.74 Million 0.05% of portfolio
55,242
Q1 2025 Reduced 11.13%
$143B
$4.27 Million 0.05% of portfolio
20,823
Q1 2025 Reduced 2.41%
$132B
$3.79 Million 0.05% of portfolio
13,935
Q1 2025 Reduced 7.83%
$74.4B
$4.13 Million 0.05% of portfolio
16,298
Q1 2025 Added 25.33%
$75.9B
$3.7 Million 0.05% of portfolio
33,757
Q1 2025 Reduced 3.75%
$0
$4 Million 0.05% of portfolio
227,269
Q1 2025 Added 21.75%
$0
$3.76 Million 0.05% of portfolio
171,881
Q1 2025 Reduced 0.73%
$0
$3.85 Million 0.05% of portfolio
93,803
Q1 2025 Added 125.17%
$0
$3.83 Million 0.05% of portfolio
154,710
Q1 2025 Added 7.21%
$78.7B
$3.65 Million 0.05% of portfolio
37,907
Q1 2025 Reduced 4.97%
$0
$3.69 Million 0.05% of portfolio
175,949
Q1 2025 Reduced 16.65%
$0
$3.7 Million 0.05% of portfolio
57,949
Q1 2025 Added 1.7%
$0
$3.58 Million 0.05% of portfolio
125,868
Q1 2025 Added 150.93%
$0
$3.59 Million 0.05% of portfolio
113,931
Q1 2025 Reduced 14.43%
$0
$3.84 Million 0.05% of portfolio
76,025
Q1 2025 Added 138.41%
$0
$4.24 Million 0.05% of portfolio
38,560
Q1 2025 Reduced 30.12%
$0
$4.16 Million 0.05% of portfolio
41,485
Q1 2025 Added 4.17%
$0
$4.01 Million 0.05% of portfolio
257,666
Q1 2025 Added 145.53%
$17.2B
$3.75 Million 0.05% of portfolio
14,051
Q1 2025 Added 3.97%
$25.2B
$3.98 Million 0.05% of portfolio
23,267
Q1 2025 Reduced 14.9%
$180B
$3.66 Million 0.05% of portfolio
7,394
Q1 2025 Reduced 16.84%
$0
$3.74 Million 0.05% of portfolio
29,712
Q1 2025 Reduced 5.57%
$0
$4.13 Million 0.05% of portfolio
55,733
Q1 2025 Reduced 0.37%
$0
$3.77 Million 0.05% of portfolio
69,615
Q1 2025 Added 6.35%
$0
$4.32 Million 0.05% of portfolio
52,537
Q1 2025 New
$0
$4.23 Million 0.05% of portfolio
84,679
Q1 2025 Reduced 6.84%
$0
$4.21 Million 0.05% of portfolio
53,980
Q1 2025 Reduced 21.05%
$0
$3.74 Million 0.05% of portfolio
73,873
Q1 2025 Reduced 75.51%
$0
$3.74 Million 0.05% of portfolio
65,321
Q1 2025 Added 2.86%
$47.6B
$4.18 Million 0.05% of portfolio
122,105
Q1 2025 Added 2.19%
$104B
$4.3 Million 0.05% of portfolio
6,391
Q1 2025 Reduced 25.99%

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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