Free Trial

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

About Atria Wealth Solutions, Inc.

Investment Activity

  • Atria Wealth Solutions, Inc. has $9.15 billion in total holdings as of December 31, 2024.
  • Atria Wealth Solutions, Inc. owns shares of 1,936 different stocks, but just 337 companies or ETFs make up 80% of its holdings.
  • Approximately 9.00% of the portfolio was purchased this quarter.
  • About 9.21% of the portfolio was sold this quarter.
  • This quarter, Atria Wealth Solutions, Inc. has purchased 1,895 new stocks and bought additional shares in 831 stocks.
  • Atria Wealth Solutions, Inc. sold shares of 795 stocks and completely divested from 167 stocks this quarter.

Largest Holdings

Apple
$260,986,524
NVIDIA
$205,363,195
Microsoft
$173,765,792
Invesco QQQ
$164,312,668

Largest New Holdings this Quarter

BLACKROCK INC
$9,223,263 Holding
Defiance Quantum ETF
$6,624,437 Holding
Atlassian
$4,895,345 Holding
LAM RESEARCH CORP
$4,829,276 Holding
ARISTA NETWORKS INC
$4,149,295 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
912,015 shares (about $24.92M)
Invesco NASDAQ 100 ETF
107,858 shares (about $22.70M)
Invesco Ultra Short Duration ETF
415,527 shares (about $20.82M)
Schwab U.S. Large-Cap Growth ETF
730,558 shares (about $20.36M)
iShares MSCI USA Momentum Factor ETF
62,812 shares (about $13.00M)

Largest Sales this Quarter

NVIDIA
710,520 shares (about $95.42M)
iShares 7-10 Year Treasury Bond ETF
306,689 shares (about $28.35M)
Apple
104,219 shares (about $26.10M)
Fidelity NASDAQ Composite Index ETF
304,362 shares (about $23.15M)
iShares Core High Dividend ETF
186,104 shares (about $20.89M)

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
Apple Inc. stock logo
AAPL
Apple
$260,986,524$26,098,527 -9.1%1,042,1952.9%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$259,818,704$18,431,576 -6.6%441,3582.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$205,363,195$95,415,830 -31.7%1,529,2502.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$173,765,792$15,825,629 -8.3%412,2561.9%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$164,312,668$651,819 -0.4%321,4061.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$155,467,208$9,294,985 6.4%264,8551.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$132,367,050$13,584,636 -9.3%603,3411.4%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$126,326,779$3,270,026 -2.5%234,4561.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$110,915,269$1,695,117 -1.5%270,2351.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$96,576,045$7,437,841 -7.2%2,136,6381.1%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$95,478,249$1,610,720 1.7%563,9591.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$93,924,008$1,710,473 1.9%1,964,1161.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$87,288,534$907,673 -1.0%490,1651.0%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$72,710,008$6,814,288 10.3%1,261,1570.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$72,046,981$2,507,184 -3.4%709,6120.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$71,054,877$736,605 1.0%175,9480.8%Auto/Tires/Trucks
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$69,338,655$5,532,961 -7.4%354,0770.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$66,673,523$3,298,809 -4.7%113,8710.7%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$65,875,042$12,092,363 22.5%852,5310.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$64,569,566$5,727,631 -8.1%142,4500.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$57,805,378$12,012,254 -17.2%305,3630.6%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$57,548,124$7,352,489 14.6%658,9730.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$56,629,734$1,061,464 1.9%787,5080.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$54,791,364$928,269 -1.7%189,0580.6%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$53,618,183$4,682,813 9.6%946,5710.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$52,927,792$2,535,201 5.0%1,079,0570.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$48,964,433$12,414,140 -20.2%424,9650.5%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$48,634,383$1,621,797 3.4%381,1770.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$47,875,919$8,222,639 -14.7%251,3960.5%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$46,511,508$4,272,550 -8.4%50,7620.5%Retail/Wholesale
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$45,628,047$385,298 0.9%890,3030.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$43,359,518$4,567,379 11.8%474,2380.5%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$42,804,754$6,302,169 17.3%723,7830.5%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$42,367,377$788,035 1.9%679,9450.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$42,272,869$6,511,525 18.2%436,5680.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$41,886,977$1,814,671 4.5%1,374,6960.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$41,620,931$22,698,729 120.0%197,7710.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$40,550,955$1,320,321 -3.2%169,1670.4%Finance
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$39,307,542$20,822,061 112.6%784,4250.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$38,989,812$668,494 -1.7%167,6840.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$38,948,105$12,868,197 49.3%443,0960.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$37,289,344$24,916,233 201.4%1,364,9110.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$37,286,512$194,317 0.5%195,3390.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$36,675,232$2,731,012 8.0%698,9750.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$35,797,755$11,510,313 -24.3%147,8460.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$35,290,195$4,402,667 -11.1%152,2170.4%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$34,977,534$1,547,213 4.6%794,2220.4%ETF
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$34,901,153$5,009,261 -12.6%975,9830.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$34,446,800$4,675,022 15.7%490,1370.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$33,713,894$9,461,979 39.0%378,4680.4%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$32,967,470$6,203,116 23.2%1,796,8290.4%Financial Services
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$31,989,678$4,131,791 14.8%300,2320.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$31,798,309$3,515,765 -10.0%132,3390.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$31,618,316$3,029,923 10.6%344,8780.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$31,402,971$28,353,414 -47.4%339,6750.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$31,114,845$18,922,648 -37.8%321,1040.3%Finance
Visa Inc. stock logo
V
Visa
$30,774,290$1,920,569 -5.9%97,3750.3%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$30,337,590$2,478,917 -7.6%39,2970.3%Medical
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$30,132,955$1,422,422 -4.5%854,5940.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$29,898,946$4,148,259 16.1%433,6950.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$29,526,286$3,257,707 12.4%395,1060.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$29,038,354$2,103,484 7.8%72,3100.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$28,910,379$1,458,372 5.3%431,3050.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$28,730,003$777,713 2.8%323,5720.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$28,600,367$567,704 -1.9%45,9960.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$28,514,998$1,474,565 5.5%265,0840.3%Oils/Energy
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$27,134,576$3,305,234 13.9%480,0140.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$26,983,745$20,360,639 307.4%968,2010.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$26,903,473$2,356,397 -8.1%51,0920.3%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$26,609,938$1,472,733 5.9%68,4070.3%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$26,311,414$886,381 3.5%290,7260.3%Retail/Wholesale
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$26,113,229$1,765,855 -6.3%425,7130.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$25,673,005$2,118,537 -7.6%144,4740.3%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$25,037,417$361,955 -1.4%149,3440.3%Consumer Staples
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$24,999,894$9,763,627 64.1%242,0120.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$24,684,081$1,478,542 -5.7%281,0750.3%ETF
Chevron Co. stock logo
CVX
Chevron
$24,570,210$1,779,369 7.8%169,6360.3%Oils/Energy
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$24,368,362$6,378,456 35.5%309,8320.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$24,185,266$1,215,540 -4.8%151,6130.3%Manufacturing
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$23,660,670$3,787,734 -13.8%636,5530.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$23,632,509$1,238,841 5.5%488,9830.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$23,541,766$402,626 1.7%162,7820.3%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$22,536,932$2,413,811 -9.7%163,8210.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$22,476,239$2,489,287 12.5%92,8110.2%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$22,463,770$1,723,451 -7.1%85,0480.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$22,401,017$8,402,247 60.0%52,5270.2%Finance
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$22,094,992$2,776,253 14.4%402,0190.2%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$21,961,725$1,504,568 -6.4%82,3400.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,915,858$712,594 -3.1%99,1850.2%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$21,765,723$555,507 -2.5%169,2260.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$21,535,715$1,310,416 6.5%474,9830.2%ETF
LGOV
First Trust Long Duration Opportunities ETF
$21,495,921$823,081 -3.7%1,031,4670.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$21,277,243$3,785,019 -15.1%422,1530.2%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$20,042,319$6,917,069 -25.7%187,5910.2%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$19,665,748$1,328,916 7.2%354,6570.2%Manufacturing
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$19,540,050$3,004,050 -13.3%447,7550.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$19,533,346$1,120,610 6.1%394,5330.2%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$19,479,866$12,997,061 200.5%94,1420.2%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$18,660,284$178,996 -1.0%366,7510.2%ETF
PALANTIR TECHNOLOGIES INC
$18,295,442$424,965 2.4%241,9070.2%CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data