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Atria Wealth Solutions, Inc. Top Holdings and 13F Report (2025)

About Atria Wealth Solutions, Inc.

Investment Activity

  • Atria Wealth Solutions, Inc. has $4.42 billion in total holdings as of June 30, 2025.
  • Atria Wealth Solutions, Inc. owns shares of 1,461 different stocks, but just 328 companies or ETFs make up 80% of its holdings.
  • Approximately 3.30% of the portfolio was purchased this quarter.
  • About 105.98% of the portfolio was sold this quarter.
  • This quarter, Atria Wealth Solutions, Inc. has purchased 1,842 new stocks and bought additional shares in 249 stocks.
  • Atria Wealth Solutions, Inc. sold shares of 1,031 stocks and completely divested from 500 stocks this quarter.

Largest Holdings

NVIDIA
$87,048,964
Invesco QQQ
$84,634,361
Apple
$73,477,474
Microsoft
$69,565,325

Largest New Holdings this Quarter

09290C780 - BLACKROCK ETF TRUST
$3,304,450 Holding
66538R730 - HCM Defender 500 Index ETF
$2,124,793 Holding
37954Y574 - Global X Adaptive U.S. Factor ETF
$2,104,521 Holding
66538R748 - HCM Defender 100 Index ETF
$1,877,926 Holding
256746108 - Dollar Tree
$1,640,102 Holding

Largest Purchases this Quarter

Fidelity High Dividend ETF
170,956 shares (about $8.90M)
BlackRock Future U.S. Themes ETF
206,182 shares (about $7.34M)
iShares Core S&P U.S. Value ETF
65,565 shares (about $6.31M)
iShares Core International Aggregate Bond ETF
122,229 shares (about $6.24M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
231,134 shares (about $143.68M)
NVIDIA
830,729 shares (about $131.55M)
Apple
531,537 shares (about $110.57M)
Microsoft
182,741 shares (about $90.97M)
Vanguard Growth ETF
182,456 shares (about $80.14M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtria Wealth Solutions, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$122,040,386$143,678,505 -54.1%196,3252.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$87,048,964$131,549,303 -60.2%549,7112.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$84,634,361$72,190,081 -46.0%153,1941.9%Finance
Apple Inc. stock logo
AAPL
Apple
$73,477,474$110,566,922 -60.1%353,2341.7%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$69,565,325$90,967,513 -56.7%139,7471.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$58,809,192$79,855,368 -57.6%94,8971.3%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$57,731,731$34,355,418 -37.3%315,5471.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$53,757,380$52,166,753 -49.2%94,2581.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$50,569,765$45,893,084 -47.6%1,095,3531.1%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$49,221,369$70,016,329 -58.7%223,2021.1%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$38,013,495$19,631,753 -34.1%124,2270.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$36,635,195$42,506,880 -53.7%332,4860.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$35,396,299$34,710,283 -49.5%172,0240.8%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$34,928,910$7,144,375 -17.0%877,9290.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$33,098,610$25,709,054 -43.7%68,1720.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$32,592,888$46,442,553 -58.8%44,3980.7%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$31,831,186$35,381,173 -52.6%433,9010.7%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$29,098,132$22,630,822 -43.7%580,3330.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,059,528$75,218,561 -72.1%509,3110.7%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$28,857,135$48,525,915 -62.7%507,4520.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$27,885,541$80,141,831 -74.2%63,4860.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$27,173,300$8,803,070 -24.5%432,0900.6%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$25,729,085$22,595,947 -46.8%131,2840.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$24,499,346$2,746,711 -10.1%337,0330.6%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$24,020,449$31,511,698 -56.7%435,1850.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$23,779,414$4,569,541 23.8%474,0280.5%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$23,775,358$25,940,648 -52.2%134,3210.5%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$23,651,772$38,627,650 -62.0%301,0240.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$23,187,516$11,612,203 -33.4%365,1890.5%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$23,174,580$8,047,474 -25.8%568,0850.5%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$22,950,312$25,383,181 -52.5%421,2500.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$22,915,794$817,682 -3.4%380,8360.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$22,402,411$61,651,754 -73.3%125,9790.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$22,066,515$27,870,475 -55.8%69,6560.5%Auto/Tires/Trucks
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$21,383,299$21,459,929 -50.1%233,2830.5%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$21,206,161$5,823,033 -21.5%31,8910.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$19,891,457$6,804,970 -25.5%208,6230.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,648,854$23,895,704 -54.9%67,4710.4%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$19,192,721$5,122,173 -21.1%175,7300.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$19,172,891$18,786,878 -49.5%75,6460.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$19,010,532$21,797,649 -53.4%68,9930.4%Computer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$19,000,872$10,199,529 -34.9%202,5810.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$18,837,788$5,055,983 -21.2%292,6350.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$18,724,149$26,942,712 -59.0%61,2970.4%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$18,231,093$9,235,886 -33.6%184,3720.4%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$18,071,033$14,948,615 -45.3%332,8340.4%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$17,866,708$6,311,826 54.6%185,5930.4%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$17,778,672$13,074,772 -42.4%212,8270.4%ETF
Visa Inc. stock logo
V
Visa
$17,432,395$16,292,400 -48.3%49,0250.4%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$17,118,978$29,726,795 -63.5%127,8470.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$17,114,885$24,443,040 -58.8%155,0770.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$17,078,156$17,113,910 -50.1%535,9300.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$16,779,883$9,529,584 -36.2%331,2490.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$16,601,058$25,760,646 -60.8%264,3040.4%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$16,135,179$7,492,581 -31.7%57,7350.4%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$15,841,741$26,462,692 -62.6%89,0250.4%Computer and Technology
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$15,507,289$557,502 -3.5%70,6240.4%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$15,369,201$16,475,765 -51.7%199,0450.3%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$15,028,460$1,055,599 -6.6%513,2260.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$14,960,061$11,470,365 -43.4%152,9060.3%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$14,896,890$13,152,767 -46.9%62,3080.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,832,801$21,409,768 -59.1%557,4360.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$14,681,378$614,345 -4.0%64,6430.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$14,376,594$2,339,878 -14.0%65,8470.3%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$14,328,683$718,835 -4.8%331,5290.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$14,230,599$17,721,219 -55.5%198,8750.3%ETF
LGOV
First Trust Long Duration Opportunities ETF
$14,198,112$1,845,525 14.9%662,8440.3%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$13,939,071$2,106,133 -13.1%105,6880.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$13,554,382$13,227,957 -49.4%265,7100.3%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$13,498,402$1,764,400 15.0%379,2620.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$13,445,218$3,939,376 -22.7%47,8200.3%ETF
PALANTIR TECHNOLOGIES INC
$13,374,575$16,802,930 -55.7%98,5200.3%CL A
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$12,995,256$8,155,035 -38.6%54,0970.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$12,991,133$15,241,613 -54.0%124,3650.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$12,892,616$13,681,088 -51.5%441,2750.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$12,742,816$11,822,416 -48.1%117,2660.3%Energy
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$12,506,844$6,565,222 -34.4%237,3610.3%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$12,449,683$16,433,816 -56.9%199,5820.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,386,232$11,767,043 -48.7%80,6960.3%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$12,283,548$8,664,726 -41.4%41,8150.3%Computer and Technology
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$12,246,308$7,011,274 -36.4%270,8440.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$11,971,802$12,419,444 -50.9%172,9010.3%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$11,771,198$8,898,722 309.8%226,1400.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$11,693,300$6,551,235 -35.9%38,3700.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$11,624,870$13,612,787 -53.9%66,9920.3%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,558,215$8,206,415 -41.5%50,7840.3%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$11,305,430$5,136,386 -31.2%94,9510.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$11,079,236$4,098,708 -27.0%25,0740.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$10,800,813$9,428,548 -46.6%74,8670.2%Energy
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$10,751,520$41,459,057 -79.4%217,2720.2%ETF
QTUM
Defiance Quantum ETF
$10,725,857$271,614 -2.5%116,7700.2%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$10,702,738$2,636,846 -19.8%288,7960.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$10,572,647$8,561,102 -44.7%210,1500.2%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$10,429,443$13,041,908 -55.6%116,9870.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$10,380,965$9,423,439 -47.6%102,2240.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,340,426$34,017,657 -76.7%10,4530.2%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$10,314,943$14,777,010 -58.9%7,7280.2%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$10,256,901$15,407,716 -60.0%55,0340.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,124,926$19,713,473 -66.1%12,9870.2%Medical
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$9,984,173$4,325,362 -30.2%120,5410.2%ETF

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