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Latest Atria Wealth Solutions, Inc. Stock Portfolio

$4.42Billion | No. of Holdings #1452

Atria Wealth Solutions, Inc. Performance

2025 Q2+137.39%
YTD+132.97%
2024+9.35%

About Atria Wealth Solutions, Inc. and 13F Hedge Fund Stock Holdings

On 2025-07-25, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atria Wealth Solutions, Inc. reported an equity portfolio of $4.4 Billions as of 30 Jun, 2025. <br><br> The top stock holdings of Atria Wealth Solutions, Inc. are IJR, NVDA, QQQ. The fund has invested 2.8% of it's portfolio in ISHARES TR and 2% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ETFS GOLD TR (SGOL) and ASTRANA HEALTH INC (AMEH) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (ACWF) and TRUST FOR PROFESSIONAL MANAG (CLSE). Atria Wealth Solutions, Inc. opened new stock positions in BLACKROCK ETF TRUST (BECO), NORTHERN LTS FD TR III (FPAG) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), ISHARES U S ETF TR (CCRV) and BLACKROCK ETF TRUST (BECO).
Atria Wealth Solutions, Inc. Equity Portfolio Value
Last Reported on: 25 Jul, 2025
$4.42Billion
  as of Jul 25, 2025

Atria Wealth Solutions, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Atria Wealth Solutions, Inc. made a return of 137.39% in the last quarter. In trailing 12 months, it's portfolio return was 139.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust3,304,450
northern lts fd tr iii2,124,790
global x fds2,104,520
northern lts fd tr iii1,877,930
dollar tree inc1,640,100
New stocks bought by Atria Wealth Solutions, Inc.

Additions

Ticker% Inc.
oreilly automotive inc817
ishares u s etf tr654
blackrock etf trust459
fidelity covington trust309
ishares tr208
zscaler inc173
howmet aerospace inc120
listed fds tr72.01
Additions to existing portfolio by Atria Wealth Solutions, Inc.

Reductions

Ticker% Reduced
trust for professional manag-92.21
trust for professional manag-92.02
ishares tr-87.04
ishares inc-86.14
invesco exchange traded fd t-85.85
fidelity merrimack str tr-85.61
pacer fds tr-85.41
ishares tr-84.28
Atria Wealth Solutions, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Atria Wealth Solutions, Inc.

Sector Distribution

Atria Wealth Solutions, Inc. has about 71.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others71.3
Technology9.2
Financial Services3.2
Industrials2.9
Consumer Cyclical2.8
Communication Services2.5
Healthcare2.4
Consumer Defensive2
Utilities1.6
Energy1.2

Market Cap. Distribution

Atria Wealth Solutions, Inc. has about 26.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED71.2
MEGA-CAP13.7
LARGE-CAP12.8
SMALL-CAP1.1

Stocks belong to which Index?

About 26.3% of the stocks held by Atria Wealth Solutions, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others73.6
S&P 50024.5
RUSSELL 20001.8
Top 5 Winners (%)%
AMPS
ishares tr
21630.7 %
AMPS
ishares tr
16819.7 %
AMPS
ishares tr
14604.4 %
AMPS
ishares tr
13509.0 %
AMPS
ishares tr
12470.3 %
Top 5 Winners ($)$
AMPS
ishares tr
3999.5 M
AMPS
ishares tr
3342.3 M
AMPS
ishares tr
1485.9 M
AMPS
ishares tr
909.8 M
AMPS
ishares tr
541.5 M
Top 5 Losers (%)%
ORLY
oreilly automotive inc
-93.5 %
NXL
nexalin technology inc
-49.3 %
FAST
fastenal co
-45.3 %
UNH
unitedhealth group inc
-40.3 %
TLRY
tilray brands inc
-34.4 %
Top 5 Losers ($)$
ORLY
oreilly automotive inc
-26.1 M
AAPL
apple inc
-15.9 M
UNH
unitedhealth group inc
-6.8 M
CVX
chevron corp new
-3.6 M
ABBV
abbvie inc
-3.2 M

Atria Wealth Solutions, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. has 1452 stocks in it's portfolio. About 16% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Atria Wealth Solutions, Inc. last quarter.

$3.89BTotal Value
500Positions
25 Jul, 2025Last Reported
Current holdings of Current Stock Holdings of Atria Wealth Solutions, Inc., last reported on 25 Jul, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.52%365,189
$23.19M
0.52%
decreased 33.37 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.43%202,581
$19.00M
0.43%
decreased 34.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.29%124,365
$12.99M
0.29%
decreased 53.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.28%237,361
$12.51M
0.28%
decreased 34.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.26%94,951
$11.31M
0.26%
decreased 31.24 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.23%102,224
$10.38M
0.23%
decreased 47.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.22%88,420
$9.90M
0.22%
decreased 66.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.15%82,361
$6.64M
0.15%
decreased 49.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.11%90,461
$4.81M
0.11%
decreased 20.92 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.08%116,028
$3.57M
0.08%
decreased 65.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.08%30,886
$3.41M
0.08%
decreased 64.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.07%16,881
$3.18M
0.07%
decreased 47.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.07%33,954
$3.14M
0.07%
decreased 49.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.07%17,571
$2.97M
0.07%
decreased 30.29 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.04%39,093
$2.01M
0.04%
decreased 21.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.04%16,547
$1.94M
0.04%
decreased 79.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.04%25,407
$1.93M
0.04%
decreased 6.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atria Wealth Solutions, Inc.'s holding in Ishares Tr over time
0.04%14,979
$1.59M
0.04%
decreased 34.13 percentreduced