Atria Wealth Solutions, Inc.

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
4,123
Total Value
8296260138
Accession Number
0001420506-25-000956
Form Type
13F-HR
CIK
0001927543
Manager Name
Atria Wealth Solutions, Inc.
Data Enrichment
60% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 93
464287200
IVV|464287200
Shares:
427459(-2.6%)
Value:
$240.2B(-7.1%)
Apple Inc.
AAPL|037833100
Shares:
865871(-16.4%)
Value:
$192.3B(-25.9%)
NVIDIA CORP
NVDA|67066G104
Shares:
1375240(-9.5%)
Value:
$149.1B(-26.9%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
272963(-10.2%)
Value:
$128.1B(-17.5%)
MICROSOFT CORP
MSFT|594918104
Shares:
322488(-21.3%)
Value:
$121.1B(-29.9%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
212355(-15.0%)
Value:
$119.0B(-18.9%)
AMAZON COM INC
AMZN|023135106
Shares:
540702(-10.1%)
Value:
$102.9B(-22.0%)
46434V613
46434V613
Shares:
2089408(-2.2%)
Value:
$96.3B(-0.3%)
922908363
VOO|922908363
Shares:
185727(-20.8%)
Value:
$95.4B(-24.4%)
921943858
VEA|921943858
Shares:
1827627(-6.9%)
Value:
$92.9B(-1.1%)
922908736
VUG|922908736
Shares:
245942(-9.0%)
Value:
$91.2B(-17.8%)
46432F339
QUAL|46432F339
Shares:
503325(+2.7%)
Value:
$86.0B(-1.5%)
922908744
VTV|922908744
Shares:
472675(-16.2%)
Value:
$81.6B(-14.5%)
46641Q332
46641Q332
Shares:
1360779(+7.9%)
Value:
$77.8B(+6.9%)
921937835
BND|921937835
Shares:
916193(+16.3%)
Value:
$67.3B(+18.8%)
464287309
IVW|464287309
Shares:
718261(+1.2%)
Value:
$66.7B(-7.5%)
921908844
VIG|921908844
Shares:
340714(-3.8%)
Value:
$66.1B(-4.7%)
464287432
464287432
Shares:
722210(+9.6%)
Value:
$65.7B(+14.2%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
121124(-15.0%)
Value:
$64.5B(-0.1%)
Meta Platforms, Inc.
META|30303M102
Shares:
107662(-5.0%)
Value:
$62.1B(-6.5%)