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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
+18.87%
+8.94%
642,209.1
 
AAPL
Apple Inc
865,871
192,335.8
-16.41%
2.310
-0.47%
0.010
+4.80%
-14.28%
3,198,507.1
Hardware
NVDA
NVIDIA Corp
1,375,240
149,059.8
-9.47%
1.790
-0.21%
0.010
+66.29%
+27.19%
4,164,907.0
Semiconductors
QQQ
INVESCO QQQ Trust
272,963
128,094.7
-10.15%
1.540
-0.17%
0.040
+24.17%
+10.57%
359,485.3
 
MSFT
Microsoft Corp
322,488
121,058.9
-21.32%
1.460
-0.40%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SPY
SPDR S&P 500 ETF Trust
212,355
118,970.6
-15.01%
1.430
-0.24%
0.020
+18.80%
+8.86%
654,366.5
 
AMZN
Amazon.com Inc
540,702
102,874.1
-10.07%
1.240
-0.14%
0.010
+26.41%
+4.06%
2,423,607.1
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
+1.98%
+3.69%
32,857.1
 
VOO
Vanguard S&P 500 ETF
185,727
95,447.1
-20.78%
1.150
-0.29%
0.020
+18.82%
+8.89%
663,622.4
 
VEA
Vanguard FTSE Developed Markets ETF
1,827,627
92,898.3
-6.95%
1.120
-0.07%
0.070
+14.16%
+23.88%
163,588.6
 

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
$214.15
-7.56%
Reduce -16.41%
865,871
-170,024
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.40%
375.39 ($407.71) 447.2
$505.87
24.08%
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
$232.10
10.96%
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
$582.86
7.82%
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
$634.21
7.90%
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
$94.66
1.18%
Reduce -65.53%
117,078
-222,597
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.21%
106.98 ($126.74) 149.43
$170.78
34.75%
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
$113.14
10.99%
Reduce -39.59%
263,736
-172,832
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
468.34 ($508.07) 539.52
$563.81
10.97%
Reduce -10.15%
272,963
-30,843
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.17%
167.73 ($174.39) 179.21
$180.57
3.54%
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

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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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