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
$121B
$4 Million 0.05% of portfolio
2,048
Q1 2025 Reduced 4.79%
$3.45B
$4.03 Million 0.05% of portfolio
13,974
Q1 2025 Reduced 11.51%
$0
$3.71 Million 0.05% of portfolio
339,811
Q1 2025 Reduced 0.88%
$0
$3.94 Million 0.05% of portfolio
233,072
Q1 2025 Reduced 1.02%
$0
$3.84 Million 0.05% of portfolio
173,887
Q1 2025 Reduced 49.33%
$0
$3.73 Million 0.05% of portfolio
112,206
Q1 2025 Reduced 22.47%
$0
$4.09 Million 0.05% of portfolio
25,477
Q1 2025 Added 18.7%
$276B
$3.87 Million 0.05% of portfolio
14,495
Q1 2025 Reduced 14.76%
$62.1B
$3.91 Million 0.05% of portfolio
14,788
Q1 2025 Reduced 14.3%
$0
$3.57 Million 0.05% of portfolio
90,446
Q1 2025 Reduced 2.49%
$0
$4.12 Million 0.05% of portfolio
142,709
Q1 2025 Added 92.79%
$0
$3.12 Million 0.04% of portfolio
60,110
Q1 2025 Added 56.79%
$11.1B
$3.2 Million 0.04% of portfolio
35,002
Q1 2025 Added 20.75%
$0
$2.84 Million 0.04% of portfolio
32,539
Q1 2025 Reduced 33.94%
$0
$3.22 Million 0.04% of portfolio
145,211
Q1 2025 Reduced 12.05%
$300B
$3.18 Million 0.04% of portfolio
4,801
Q1 2025 Reduced 20.14%
$11.4B
$2.98 Million 0.04% of portfolio
52,712
Q1 2025 Reduced 4.46%
$44.3B
$2.77 Million 0.04% of portfolio
8,848
Q1 2025 Reduced 10.53%
$22.5B
$2.97 Million 0.04% of portfolio
79,491
Q1 2025 Added 32.57%
$26.5B
$2.79 Million 0.04% of portfolio
17,479
Q1 2025 Reduced 0.92%
$33.1B
$2.78 Million 0.04% of portfolio
37,188
Q1 2025 Reduced 22.4%
$73.4B
$3.21 Million 0.04% of portfolio
25,045
Q1 2025 Reduced 22.12%
$0
$3.3 Million 0.04% of portfolio
48,418
Q1 2025 Reduced 6.34%
$0
$3.39 Million 0.04% of portfolio
151,109
Q1 2025 Added 2.76%
$0
$2.99 Million 0.04% of portfolio
43,032
Q1 2025 Added 118.05%
$0
$2.9 Million 0.04% of portfolio
58,147
Q1 2025 Reduced 2.84%
$0
$2.86 Million 0.04% of portfolio
27,937
Q1 2025 Reduced 1.48%
$0
$3.14 Million 0.04% of portfolio
165,644
Q1 2025 Reduced 2.64%
$0
$3.17 Million 0.04% of portfolio
18,258
Q1 2025 Reduced 15.26%
$67.3B
$3.23 Million 0.04% of portfolio
9,363
Q1 2025 Added 2.05%
$775M
$3.33 Million 0.04% of portfolio
414,576
Q1 2025 Reduced 1.42%
$0
$3 Million 0.04% of portfolio
75,954
Q1 2025 Added 1.71%
$0
$2.81 Million 0.04% of portfolio
63,084
Q1 2025 Added 1.65%
$86.6B
$2.9 Million 0.04% of portfolio
127,614
Q1 2025 Reduced 19.98%
$99.6B
$2.86 Million 0.04% of portfolio
16,593
Q1 2025 Added 6.39%
$215B
$3.32 Million 0.04% of portfolio
5,402
Q1 2025 Reduced 13.44%
$0
$3.02 Million 0.04% of portfolio
284,258
Q1 2025 Added 11.29%
$0
$3.42 Million 0.04% of portfolio
68,120
Q1 2025 Added 3.91%
$0
$3.43 Million 0.04% of portfolio
29,466
Q1 2025 Reduced 4.02%
$0
$3.16 Million 0.04% of portfolio
72,283
Q1 2025 Added 4.45%
$0
$3.42 Million 0.04% of portfolio
38,448
Q1 2025 Reduced 20.66%
$0
$3.06 Million 0.04% of portfolio
11,965
Q1 2025 Reduced 20.59%
$0
$3.53 Million 0.04% of portfolio
25,206
Q1 2025 Reduced 36.28%
$0
$3.14 Million 0.04% of portfolio
52,093
Q1 2025 Added 21.62%
$0
$3.11 Million 0.04% of portfolio
65,422
Q1 2025 Reduced 34.24%
$0
$3.16 Million 0.04% of portfolio
52,582
Q1 2025 Added 56.82%
$0
$3.45 Million 0.04% of portfolio
50,086
Q1 2025 Added 19.38%
$0
$3.45 Million 0.04% of portfolio
128,954
Q1 2025 Added 367.14%
$0
$2.94 Million 0.04% of portfolio
58,719
Q1 2025 Added 0.84%

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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