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
$66.5B
$1.56 Million 0.04% of portfolio
15,822
Q2 2025 Reduced 24.12%
$0
$1.77 Million 0.04% of portfolio
31,034
Q2 2025 Added 16.4%
$6.66B
$1.55 Million 0.04% of portfolio
84,937
Q2 2025 Added 68.8%
$54.9B
$1.79 Million 0.04% of portfolio
2,168
Q2 2025 Added 3.83%
$83.7B
$1.47 Million 0.04% of portfolio
16,128
Q2 2025 Reduced 68.9%
$19.4B
$1.66 Million 0.04% of portfolio
3,255
Q2 2025 Reduced 66.56%
$0
$1.56 Million 0.04% of portfolio
57,853
Q2 2025 Added 18.01%
$86B
$1.75 Million 0.04% of portfolio
25,384
Q2 2025 Reduced 54.05%
$150B
$1.85 Million 0.04% of portfolio
9,347
Q2 2025 Reduced 55.11%
$25.5B
$1.64 Million 0.04% of portfolio
16,560
Q2 2025 New
$68.2B
$1.72 Million 0.04% of portfolio
55,437
Q2 2025 Reduced 71.62%
$69.2B
$1.77 Million 0.04% of portfolio
14,818
Q2 2025 Reduced 40.83%
$0
$1.66 Million 0.04% of portfolio
26,020
Q2 2025 Reduced 65.4%
$0
$1.51 Million 0.04% of portfolio
55,917
Q2 2025 Added 13.24%
$0
$1.76 Million 0.04% of portfolio
27,598
Q2 2025 Reduced 8.55%
$0
$1.56 Million 0.04% of portfolio
28,678
Q2 2025 Reduced 50.68%
$0
$1.69 Million 0.04% of portfolio
7,925
Q2 2025 Reduced 56.59%
$0
$1.83 Million 0.04% of portfolio
55,002
Q2 2025 Added 35.06%
$61.1B
$1.61 Million 0.04% of portfolio
5,015
Q2 2025 Reduced 46.44%
$29.2B
$1.46 Million 0.04% of portfolio
28,086
Q2 2025 Reduced 11.67%
$0
$1.57 Million 0.04% of portfolio
49,892
Q2 2025 Reduced 56.21%
$80B
$1.59 Million 0.04% of portfolio
6,448
Q2 2025 Reduced 65.4%
$0
$1.52 Million 0.04% of portfolio
35,971
Q2 2025 Added 10.4%
$0
$1.61 Million 0.04% of portfolio
39,677
Q2 2025 Reduced 31.62%
$0
$1.85 Million 0.04% of portfolio
75,000
Q1 2025 Reduced 21.05%
$0
$1.59 Million 0.04% of portfolio
36,809
Q2 2025 Reduced 78.26%
$0
$1.81 Million 0.04% of portfolio
7,361
Q2 2025 Reduced 69.22%
$0
$1.63 Million 0.04% of portfolio
12,260
Q2 2025 Reduced 69.48%
$0
$1.57 Million 0.04% of portfolio
11,633
Q2 2025 Reduced 70.96%
$0
$1.77 Million 0.04% of portfolio
35,961
Q2 2025 Added 8.63%
$0
$1.8 Million 0.04% of portfolio
21,006
Q2 2025 Reduced 23.84%
$0
$1.59 Million 0.04% of portfolio
14,979
Q2 2025 Reduced 34.13%
$0
$1.66 Million 0.04% of portfolio
32,927
Q2 2025 Added 13.48%
$45.1B
$1.56 Million 0.04% of portfolio
12,138
Q2 2025 Reduced 61.24%
$59.7B
$1.55 Million 0.04% of portfolio
52,785
Q2 2025 Reduced 65.92%
$133B
$1.57 Million 0.04% of portfolio
1,750
Q2 2025 Reduced 61.54%
$94.4B
$1.58 Million 0.04% of portfolio
22,276
Q2 2025 Reduced 39.89%
$89.4B
$1.63 Million 0.04% of portfolio
3,263
Q2 2025 Reduced 64.96%
$36.8B
$1.49 Million 0.04% of portfolio
9,272
Q2 2025 Reduced 56.31%
$6.4B
$1.82 Million 0.04% of portfolio
20,228
Q2 2025 Added 817.79%
$0
$1.5 Million 0.04% of portfolio
39,603
Q2 2025 Reduced 30.13%
$96.6B
$1.75 Million 0.04% of portfolio
2,504
Q2 2025 Reduced 74.94%
$0
$1.49 Million 0.04% of portfolio
78,400
Q2 2025 Reduced 94.83%
$0
$1.57 Million 0.04% of portfolio
30,495
Q2 2025 Added 9.8%
$96.8B
$1.48 Million 0.04% of portfolio
14,048
Q2 2025 Reduced 31.83%
$0
$1.84 Million 0.04% of portfolio
50,949
Q2 2025 Reduced 19.13%
$0
$1.73 Million 0.04% of portfolio
62,430
Q2 2025 Reduced 24.74%
$0
$1.85 Million 0.04% of portfolio
64,159
Q2 2025 Reduced 4.99%
$0
$1.54 Million 0.04% of portfolio
19,307
Q2 2025 Added 51.63%

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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