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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
+16.52%
+9.05%
642,854.0
 
AAPL
Apple Inc
865,871
192,335.8
-16.41%
2.310
-0.47%
0.010
+3.08%
-14.13%
3,203,958.7
Hardware
NVDA
NVIDIA Corp
1,375,240
149,059.8
-9.47%
1.790
-0.21%
0.010
+62.43%
+28.74%
4,215,677.0
Semiconductors
QQQ
INVESCO QQQ Trust
272,963
128,094.7
-10.15%
1.540
-0.17%
0.040
+20.96%
+10.74%
360,020.8
 
MSFT
Microsoft Corp
322,488
121,058.9
-21.32%
1.460
-0.40%
0.000
+32.41%
+21.91%
3,804,644.9
Software
SPY
SPDR S&P 500 ETF Trust
212,355
118,970.6
-15.01%
1.430
-0.24%
0.020
+16.45%
+8.95%
654,934.0
 
AMZN
Amazon.com Inc
540,702
102,874.1
-10.07%
1.240
-0.14%
0.010
+24.32%
+5.70%
2,461,932.1
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
+1.38%
+3.63%
32,835.6
 
VOO
Vanguard S&P 500 ETF
185,727
95,447.1
-20.78%
1.150
-0.29%
0.020
+16.50%
+9.00%
664,339.7
 
VEA
Vanguard FTSE Developed Markets ETF
1,827,627
92,898.3
-6.95%
1.120
-0.07%
0.070
+12.09%
+23.18%
162,665.8
 

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
$214.51
-7.40%
Reduce -16.41%
865,871
-170,024
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.40%
375.39 ($407.71) 447.2
$511.89
25.55%
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
$232.37
11.09%
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
$583.49
7.94%
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
$634.76
7.99%
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
$94.59
1.11%
Reduce -65.53%
117,078
-222,597
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.21%
106.98 ($126.74) 149.43
$172.86
36.39%
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
$112.44
10.31%
Reduce -39.59%
263,736
-172,832
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
468.34 ($508.07) 539.52
$564.65
11.14%
Reduce -10.15%
272,963
-30,843
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.17%
167.73 ($174.39) 179.21
$180.28
3.38%
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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