Atria Wealth Solutions, Inc.

13F Filings History

Latest 13F report
Q1 2025 - May 9, 2025
Value $
$8.3B
Signature - Title
Amanda Hawley - General Counsel
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Atria Wealth Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atria Wealth Solutions, Inc. reported 1842 stock holdings with total value $8.3B as of Q1 2025. Top holdings included IVV, AAPL, NVDA, QQQ, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,842 $8.3B +$515M -$1.12B -$601M IVV, AAPL, NVDA, QQQ, MSFT 13F-HR 5/9/2025, 01:56 PM
Q4 2024 1,934 $9.11B +$823M -$845M -$21.7M AAPL, IVV, NVDA, MSFT, QQQ 13F-HR 1/31/2025, 01:05 PM
Q3 2024 1,895 $9.2B +$494M -$758M -$263M IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 11/8/2024, 01:30 PM
Q2 2024 1,894 $9.02B +$805M -$559M +$246M NVDA, AAPL, IVV, MSFT, QQQ 13F-HR 7/22/2024, 04:35 PM
Q1 2024 1,925 $8.84B +$842M -$462M +$380M IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 5/13/2024, 01:09 PM
Q4 2023 1,921 $7.99B +$694M -$528M +$166M AAPL, IVV, MSFT, QQQ, NVDA 13F-HR 2/2/2024, 09:58 AM
Q3 2023 2,008 $7.13B +$623M -$555M +$68.6M AAPL, IVV, MSFT, NVDA, VOO 13F-HR 11/8/2023, 12:39 PM
Q2 2023 2,022 $7.33B +$610M -$371M +$239M AAPL, IVV, MSFT, BSV, QQQ 13F-HR 8/3/2023, 02:35 PM
Q1 2023 1,979 $6.76B +$655M -$479M +$176M AAPL, IVV, BSV, MSFT, QQQ Restatement 8/22/2023, 10:25 PM
Q4 2022 1,902 $6.24B +$506M -$376M +$130M AAPL, IVV, BSV, MSFT, VEA Restatement 8/30/2023, 11:09 AM
Q3 2022 1,732 $5.7B +$1.38B -$287M +$1.09B AAPL, BSV, IVV, MSFT, AMZN Restatement 2/13/2023, 10:11 AM
Q2 2022 1,597 $5.16B +$1.07B -$733M +$338M BSV, IVV, AAPL, VTV, AAPL 13F-HR 8/15/2022, 01:39 PM
Q1 2022 1,720 $6B AAPL, IVV, MSFT, QQQ, ESGU 13F-HR 5/16/2022, 11:53 AM