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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 %
Countries:
Atria Wealth Solutions, Inc. Top Holdings of 2025-03-31 View Full List
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
+16.45%
+8.98%
642,461.0
 
AAPL
Apple Inc
865,871
192,335.8
-16.41%
2.310
-0.47%
0.010
+2.72%
-14.43%
3,192,682.2
Hardware
NVDA
NVIDIA Corp
1,375,240
149,059.8
-9.47%
1.790
-0.21%
0.010
+63.25%
+29.40%
4,237,094.2
Semiconductors
QQQ
INVESCO QQQ Trust
272,963
128,094.7
-10.15%
1.540
-0.17%
0.040
+21.03%
+10.81%
360,250.4
 
MSFT
Microsoft Corp
322,488
121,058.9
-21.32%
1.460
-0.40%
0.000
+32.15%
+21.67%
3,797,138.0
Software
SPY
SPDR S&P 500 ETF Trust
212,355
118,970.6
-15.01%
1.430
-0.24%
0.020
+16.39%
+8.89%
654,583.2
 
AMZN
Amazon.com Inc
540,702
102,874.1
-10.07%
1.240
-0.14%
0.010
+24.49%
+5.85%
2,465,435.5
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
+1.33%
+3.58%
32,821.3
 
VOO
Vanguard S&P 500 ETF
185,727
95,447.1
-20.78%
1.150
-0.29%
0.020
+16.45%
+8.96%
664,077.8
 
VEA
Vanguard FTSE Developed Markets ETF
1,827,627
92,898.3
-6.95%
1.120
-0.07%
0.070
+11.93%
+23.01%
162,442.1
 

Atria Wealth Solutions, Inc.'s Historical Top Holdings Breakdowns

Atria Wealth Solutions, Inc.'s Top Stock Picks View Full List
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
$213.76
-7.73%
Reduce -16.41%
865,871
-170,024
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.40%
375.39 ($407.71) 447.2
$510.88
25.30%
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
$232.59
11.19%
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
$583.26
7.90%
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
$634.42
7.93%
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
$94.52
1.03%
Reduce -65.53%
117,078
-222,597
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.21%
106.98 ($126.74) 149.43
$173.74
37.08%
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
$112.29
10.15%
Reduce -39.59%
263,736
-172,832
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
468.34 ($508.07) 539.52
$565.01
11.21%
Reduce -10.15%
272,963
-30,843
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.17%
167.73 ($174.39) 179.21
$179.89
3.15%
Reduce -16.19%
472,675
-91,284

Atria Wealth Solutions, Inc. Total Holding History ($B)

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Atria Wealth Solutions, Inc.'s Asset Allocation

To

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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