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Atria Wealth Solutions, Inc.13F | |
| Atria Wealth Solutions, Inc. | |
| Last update 2025-05-09 | 1852 Stocks (160 new) |
| Value $8.31 Bil | Turnover 6 % |
Atria Wealth Solutions, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 427,459 | 240,189.9 | -2.64% | 2.890 | -0.07% | 0.040 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 865,871 | 192,335.8 | -16.41% | 2.310 | -0.47% | 0.010 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 1,375,240 | 149,059.8 | -9.47% | 1.790 | -0.21% | 0.010 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
QQQ | INVESCO QQQ Trust | 272,963 | 128,094.7 | -10.15% | 1.540 | -0.17% | 0.040 | +26.52% | +10.07% | 357,775.2 | ||
MSFT | Microsoft Corp | 322,488 | 121,058.9 | -21.32% | 1.460 | -0.40% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SPY | SPDR S&P 500 ETF Trust | 212,355 | 118,970.6 | -15.01% | 1.430 | -0.24% | 0.020 | +19.57% | +7.72% | 643,289.7 | ||
AMZN | Amazon.com Inc | 540,702 | 102,874.1 | -10.07% | 1.240 | -0.14% | 0.010 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2,089,408 | 96,279.9 | -2.21% | 1.160 | -0.02% | 0.290 | +1.58% | +3.40% | 32,719.8 | ||
VOO | Vanguard S&P 500 ETF | 185,727 | 95,447.1 | -20.78% | 1.150 | -0.29% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,827,627 | 92,898.3 | -6.95% | 1.120 | -0.07% | 0.070 | +12.49% | +19.94% | 157,607.2 |
Atria Wealth Solutions, Inc.'s Historical Top Holdings Breakdowns
Atria Wealth Solutions, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.47% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -16.41% | 865,871 | -170,024 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.40% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -21.32% | 322,488 | -87,368 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Reduce Reduce | -0.30% | 192.82 ($209.18) 222.1 | $231.05 | 10.46% | Reduce -65.95% | 67,348 | -130,423 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.29% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -20.78% | 185,727 | -48,729 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.24% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -15.01% | 212,355 | -37,500 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.22% | 91.17 ($93.56) 95.39 | $94.40 | 0.90% | Reduce -65.53% | 117,078 | -222,597 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.21% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -9.47% | 1,375,240 | -143,810 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.18% | 96.1 ($101.94) 106.32 | $110.01 | 7.92% | Reduce -39.59% | 263,736 | -172,832 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.17% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -10.15% | 272,963 | -30,843 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -0.17% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Reduce -16.19% | 472,675 | -91,284 |
Atria Wealth Solutions, Inc. Total Holding History ($B)
Atria Wealth Solutions, Inc.'s Asset Allocation
Atria Wealth Solutions, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Atria Wealth Solutions, Inc.'s Hypothetical Growth since 2025-03-31
Atria Wealth Solutions, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atria Wealth Solutions, Inc.'s Holdings Heat Map
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Atria Wealth Solutions, Inc.'s Holdings Bubble Chart
Atria Wealth Solutions, Inc. News
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