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CIK: 0001927543
Total reported value
$4.4B
$4.4B
1842 檔
19.1%
According to the latest 13F quarterly dataset, Atria Wealth Solutions, Inc. managed an equity portfolio of $4.4B at the end of Q1 2025, spanning 1842 distinct U.S. exchange-listed positions.
During Q1 2025, Atria Wealth Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1842 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | — | -3.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.36% | — | -15.11% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | — | -9.73% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | — | -11.68% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | — | -15.52% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | — | -21.77% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | — | -10.38% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.16% | — | -2.21% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | — | -20.78% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.12% | — | -6.95% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.10% | — | -8.99% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.03% | — | +2.68% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | — | -16.19% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.94% | — | +7.90% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 0.81% | — | +16.34% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | — | +1.22% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | — | -3.77% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.79% | — | +9.60% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | — | -14.97% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | — | -5.45% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.75% | — | -7.02% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | — | +6.29% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | -0.36% | |
| 24 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.62% | — | +31.52% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.62% | — | -2.22% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | — | +26.23% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | — | -8.22% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | — | -8.02% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.52% | — | -0.35% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | — | +1.12% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.52% | — | -1.44% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | — | -11.66% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | -10.41% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | — | -11.39% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | — | -0.81% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | — | -0.21% | |
| 37 | CGDV | Cap Group Dividend Value | ETF-Other | 0.45% | — | +23.74% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | -5.43% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -11.61% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | +0.93% | |
| 41 | APUE | Activepassive US Equity ETF | ETF-Other | 0.41% | — | +1.97% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | — | -20.96% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -2.60% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.39% | — | -21.59% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.38% | — | -21.95% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | — | -2.61% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.38% | — | +4.38% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.38% | — | +26.70% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | — | -10.68% | |
| 50 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.36% | — | -15.56% |
According to official SEC Form 13F filings, Atria Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $4.4B across 1842 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, NVDA) accounted for 19.1% of total reported equity market value during Q1 2025.
During Q1 2025, Atria Wealth Solutions, Inc.'s top holdings by market value included IVV (2.9%)、AAPL (2.4%)、NVDA (1.8%). The largest single position, IVV, represented 2.9% of total portfolio value.
In Q1 2025, Atria Wealth Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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