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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 $8.32 billion in total holdings as of March 31, 2025.
  • Atria Wealth Solutions, Inc. owns shares of 1,842 different stocks, but just 345 companies or ETFs make up 80% of its holdings.
  • Approximately 6.21% of the portfolio was purchased this quarter.
  • About 13.56% of the portfolio was sold this quarter.
  • This quarter, Atria Wealth Solutions, Inc. has purchased 1,936 new stocks and bought additional shares in 629 stocks.
  • Atria Wealth Solutions, Inc. sold shares of 975 stocks and completely divested from 250 stocks this quarter.

Largest Holdings

Apple
$196,534,092
NVIDIA
$149,623,418
Invesco QQQ
$133,205,941

Largest New Holdings this Quarter

46436F103 - iShares Gold Trust Micro
$9,548,026 Holding
464289420 - iShares Russell Top 200 Value ETF
$4,317,453 Holding
31609A503 - FIDELITY COVINGTON TRUST
$3,606,870 Holding
31609A206 - FIDELITY COVINGTON TRUST
$2,583,883 Holding
14021N105 - CAPITAL GROUP NEW GEOGRAPHY
$2,494,891 Holding

Largest Purchases this Quarter

SPDR Portfolio Short Term Treasury ETF
475,844 shares (about $13.91M)
Invesco Ultra Short Duration ETF
247,257 shares (about $12.39M)
iShares 10-20 Year Treasury Bond ETF
109,373 shares (about $11.35M)
iShares S&P 100 ETF
38,410 shares (about $10.40M)

Largest Sales this Quarter

Apple
157,424 shares (about $34.97M)
Microsoft
89,768 shares (about $33.70M)
Invesco NASDAQ 100 ETF
130,423 shares (about $25.17M)
Vanguard S&P 500 ETF
48,729 shares (about $25.04M)
SPDR S&P 500 ETF Trust
41,100 shares (about $23.02M)

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
$240,189,887$7,809,870 -3.1%427,4592.9%ETF
Apple Inc. stock logo
AAPL
Apple
$196,534,092$34,968,577 -15.1%884,7712.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$149,623,418$16,129,249 -9.7%1,380,4401.8%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$133,205,941$17,617,480 -11.7%283,8631.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$125,347,688$23,024,245 -15.5%223,7551.5%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$121,058,923$33,698,052 -21.8%322,4881.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$102,874,092$11,917,711 -10.4%540,7021.2%Retail/Wholesale
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$96,279,901$2,176,358 -2.2%2,089,4081.2%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$95,447,029$25,042,338 -20.8%185,7271.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$92,898,269$6,937,735 -6.9%1,827,6271.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$91,200,097$9,008,319 -9.0%245,9421.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$86,013,389$2,248,917 2.7%503,3251.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$81,649,983$15,768,418 -16.2%472,6751.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$77,754,971$5,692,405 7.9%1,360,7790.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$67,294,479$9,451,928 16.3%916,1930.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$66,676,155$802,887 1.2%718,2610.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$66,095,199$2,592,292 -3.8%340,7140.8%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$65,742,804$5,756,467 9.6%722,2100.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$64,508,261$11,357,808 -15.0%121,1240.8%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$62,051,838$3,578,606 -5.5%107,6620.7%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$62,048,760$4,687,409 -7.0%792,6510.7%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$55,093,570$3,259,317 6.3%1,006,0910.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$51,775,033$185,516 -0.4%188,3830.6%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$51,707,882$12,392,516 31.5%1,031,6820.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$51,509,846$1,169,727 -2.2%1,055,0970.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$46,993,616$9,765,744 26.2%246,5810.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$45,116,602$4,039,785 -8.2%349,8510.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$43,434,396$3,786,814 -8.0%280,8750.5%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$43,257,701$153,497 -0.4%887,1550.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$43,076,376$476,292 1.1%149,4990.5%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$42,874,834$627,067 -1.4%467,4020.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$42,409,501$5,599,934 -11.7%44,8410.5%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$40,852,028$4,746,499 -10.4%157,6330.5%Auto/Tires/Trucks
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$39,376,260$5,062,339 -11.4%376,5540.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$39,353,424$321,392 -0.8%674,4370.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$38,082,741$80,189 -0.2%1,362,0430.5%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$37,774,836$7,248,011 23.7%1,057,5010.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$37,141,556$2,134,105 -5.4%237,7360.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,678,341$4,818,164 -11.6%149,5250.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$36,281,168$334,653 0.9%801,6160.4%ETF
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$33,817,135$653,232 2.0%995,2070.4%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$33,488,943$8,881,270 -21.0%572,0700.4%Manufacturing
Visa Inc. stock logo
V
Visa
$33,238,898$887,011 -2.6%94,8440.4%Business Services
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$32,303,460$8,894,099 -21.6%548,0740.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$31,856,838$8,957,889 -21.9%1,072,9820.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$31,609,784$845,725 -2.6%38,2730.4%Medical
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$31,579,082$1,325,810 4.4%412,4210.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$31,490,446$6,635,342 26.7%608,1590.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$30,924,527$3,699,116 -10.7%149,7690.4%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$30,063,889$5,540,860 -15.6%1,517,2040.4%Financial Services
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$29,622,953$1,010,160 3.5%446,5320.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$29,196,104$3,146,605 -9.7%311,3250.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$28,851,950$1,418,241 -4.7%137,7050.3%Medical
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$28,611,071$4,254,821 17.5%574,4040.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$28,497,554$3,158,756 -10.0%270,2740.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$27,940,851$9,137,983 -24.6%369,3440.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$27,477,546$4,286,111 -13.5%277,7750.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$27,300,508$4,038,822 17.4%463,0340.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$27,242,700$1,132,374 4.3%75,4460.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$26,885,538$4,640,884 -14.7%226,0620.3%Energy
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$26,802,308$8,079,679 43.2%525,0210.3%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$26,373,580$17,283,187 -39.6%263,7360.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$26,295,760$4,922,149 23.0%519,3710.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$26,213,418$4,411,470 20.2%765,3550.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$26,096,016$899,508 -3.3%157,3580.3%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$26,061,073$1,944,234 -6.9%47,5450.3%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$26,015,912$3,330,239 -11.3%117,3210.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$24,796,669$689,145 -2.7%148,1010.3%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$24,648,851$3,871,804 -13.6%374,8190.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$23,837,220$10,429,316 -30.4%263,2780.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$23,778,896$6,526,772 -21.5%253,8860.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$23,748,852$1,809,401 -7.1%270,1440.3%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$23,457,689$4,920,658 -17.3%140,2220.3%Energy
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$22,931,323$3,369,235 -12.8%371,1770.3%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$22,891,944$2,559,380 -10.1%134,3260.3%Consumer Staples
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$22,817,770$2,290,656 11.2%446,8810.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$22,774,814$1,468,947 -6.1%909,5370.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$22,503,177$13,108,542 -36.8%279,9940.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$22,046,678$2,900,650 -11.6%40,6480.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$22,033,039$3,037,890 -12.1%60,1180.3%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$21,982,878$1,936,681 -8.1%150,5570.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$21,875,816$3,322,604 17.9%352,2670.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$21,718,061$278,416 -1.3%468,9710.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$21,287,123$2,934,296 16.0%394,4250.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$20,657,744$1,798,548 -8.0%222,6290.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$20,425,584$866,936 -4.1%145,4400.2%Manufacturing
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$20,233,284$11,347,484 127.7%195,0190.2%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$19,980,160$5,706,248 40.0%394,0080.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$19,141,341$9,472,452 98.0%380,3170.2%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$19,108,554$2,253,434 13.4%382,9370.2%Manufacturing
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$18,991,222$974,157 -4.9%425,9080.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$18,955,761$10,619,571 127.4%361,9590.2%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$18,933,118$443,486 2.4%100,6240.2%ETF
PALANTIR TECHNOLOGIES INC
$18,761,612$1,655,337 -8.1%222,2940.2%CL A
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$18,551,252$2,351,782 -11.3%73,0760.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$17,878,887$1,748,026 -8.9%84,5450.2%Manufacturing
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$17,796,424$1,232,379 -6.5%88,0450.2%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$17,738,120$746,334 4.4%344,7640.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$17,732,292$2,282,712 -11.4%71,3110.2%Computer and Technology
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$17,618,527$206,683 -1.2%250,1920.2%ETF

Showing largest 100 holdings. View all holdings.
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