Atria Wealth Solutions, Inc.

13F filer · CIK 0001927543

Last filed Jul 25, 2025

Inactive · not filing 13F

13F portfolio value$4.42BU.S. long equity reported on 13F

Positions74672 new · 300 closed

Net flow last quarter-$2.06BBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Jul 25, 2025746 positions
NVDANvidia Corp	$87M	1.97%	0.00%	-60.0%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$84.6M	1.91%	Not reported	-43.9%	Q1 2022
AAPLApple Inc.	$72M	1.63%	0.00%	-60.0%	Q1 2022
MSFTMicrosoft Corp	$69.6M	1.57%	0.00%	-56.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$58.8M	1.33%	Not reported	-55.3%	Q1 2022
AMZNAmazon Com Inc	$49.2M	1.11%	0.00%	-58.7%	Q1 2022
BRK.BBerkshire Hathaway Inc	$33.1M	0.75%	Not reported	-43.7%	Q1 2022
METAMeta Platforms, Inc.	$32.6M	0.74%	Not reported	-58.8%	Q1 2022
GOOGLAlphabet Inc.	$23.8M	0.54%	0.00%	-52.2%	Q1 2022
BSVNBank7 Corp.	$23.7M	0.53%	3.19%	-62.0%	Q1 2022
TSLATesla, Inc.	$22.1M	0.50%	0.00%	-55.8%	Q1 2022
JPMJPMorgan Chase & Co	$19.6M	0.44%	0.00%	-54.9%	Q1 2022
AVGOBroadcom Inc.	$19M	0.43%	0.00%	-52.8%	Q1 2022
GLDSPDR Gold Trust	$18.7M	0.42%	0.02%	-59.0%	Q1 2022
VVisa Inc.	$17.4M	0.39%	0.00%	-48.3%	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.1M	0.39%	Not reported	-63.5%	Q1 2022
SMHMarket Vectors ETF Trust	$16.1M	0.36%	Not reported	-31.7%	Q1 2022
GOOGAlphabet Inc.	$15.8M	0.36%	Not reported	-62.6%	Q1 2022
SPTSSports Media Inc	$15M	0.34%	Not reported	-6.6%	Q1 2022
WMTWalmart Inc.	$15M	0.34%	0.00%	-43.4%	Q1 2022
LGOVLargo Vista Group Ltd	$14.2M	0.32%	Not reported	+14.9%	Q2 2023
PLTRPalantir Technologies Inc.	$13.4M	0.30%	0.00%	-55.7%	Q1 2022
XOMExxonMobil Holdings Corp	$12.7M	0.29%	0.00%	-48.1%	Q1 2022
IAUIshares Gold Trust	$12.4M	0.28%	0.03%	-56.9%	Q1 2022
JNJJohnson & Johnson	$12.4M	0.28%	0.00%	-48.7%	Q1 2022
IBMInternational Business Machines Corp	$12.3M	0.28%	0.00%	-41.4%	Q1 2022
FVDFirst Trust Value Line Dividend Fund	$12.2M	0.28%	Not reported	-36.4%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.6M	0.26%	0.00%	-41.5%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$11.1M	0.25%	Not reported	-27.0%	Q1 2022
CVXChevron Corp	$10.8M	0.24%	0.00%	-46.6%	Q1 2022
QTUMQuantum Group Inc	$10.7M	0.24%	Not reported	-2.5%	Q4 2024
COSTCostco Wholesale Corp	$10.3M	0.23%	0.00%	-76.7%	Q1 2022
NFLXNetflix Inc	$10.3M	0.23%	0.00%	-58.9%	Q1 2022
ABBVAbbVie Inc.	$10.3M	0.23%	0.00%	-60.0%	Q1 2022
LLYELI LILLY & Co	$10.1M	0.23%	0.00%	-66.1%	Q1 2022
GEGeneral Electric Co	$9.11M	0.21%	0.00%	-21.3%	Q1 2022
THROTheron Resource Group	$8.93M	0.20%	3.18%	+460.0%	Q1 2025
PGPROCTER & GAMBLE Co	$8.88M	0.20%	0.00%	-58.6%	Q1 2022
HDHome Depot, Inc.	$8.83M	0.20%	0.00%	-60.0%	Q1 2022
MDTMedtronic plc	$8.7M	0.20%	0.01%	-12.8%	Q1 2022
VZVerizon Communications Inc	$8.4M	0.19%	0.00%	-47.1%	Q1 2022
KOCoca Cola Co	$8.32M	0.19%	0.00%	-52.1%	Q1 2022
PMPhilip Morris International Inc.	$8.04M	0.18%	0.00%	-38.4%	Q1 2022
AXPAmerican Express Co	$7.98M	0.18%	0.00%	-36.7%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$7.45M	0.17%	0.01%	-54.6%	Q1 2022
MCDMcdonalds Corp	$7.28M	0.16%	0.00%	-53.9%	Q1 2022
LMTLockheed Martin Corp	$7M	0.16%	0.01%	-53.9%	Q1 2022
DISWalt Disney Co	$6.63M	0.15%	0.00%	-60.6%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$6.61M	0.15%	Not reported	-31.9%	Q1 2022
CGCPCardiogenesis Corp	$6.57M	0.15%	Not reported	-17.8%	Q3 2022

Q1 2025Reported May 9, 2025974 positions
AAPLApple Inc.	$192M	2.31%	0.01%	-16.4%	Q1 2022
NVDANvidia Corp	$149M	1.79%	0.01%	-9.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$128M	1.54%	Not reported	-10.2%	Q1 2022
MSFTMicrosoft Corp	$121M	1.46%	0.00%	-21.3%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$119M	1.43%	Not reported	-15.0%	Q1 2022
AMZNAmazon Com Inc	$103M	1.24%	0.01%	-10.1%	Q1 2022
BRK.BBerkshire Hathaway Inc	$64.5M	0.78%	Not reported	-15.0%	Q1 2022
METAMeta Platforms, Inc.	$62.1M	0.75%	Not reported	-5.0%	Q1 2022
BSVNBank7 Corp.	$62M	0.75%	8.39%	-7.0%	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$45.1M	0.54%	Not reported	-8.2%	Q1 2022
GOOGLAlphabet Inc.	$43.4M	0.52%	0.00%	-8.0%	Q1 2022
GLDSPDR Gold Trust	$43.1M	0.52%	0.05%	+1.1%	Q1 2022
COSTCostco Wholesale Corp	$42.4M	0.51%	0.01%	-11.7%	Q1 2022
TSLATesla, Inc.	$40.9M	0.49%	0.00%	-10.1%	Q1 2022
GOOGAlphabet Inc.	$37.1M	0.45%	Not reported	-4.8%	Q1 2022
JPMJPMorgan Chase & Co	$36.7M	0.44%	0.01%	-11.6%	Q1 2022
VVisa Inc.	$33.2M	0.40%	0.01%	-2.6%	Q1 2022
LLYELI LILLY & Co	$31.6M	0.38%	0.00%	-0.1%	Q1 2022
PDIPIMCO Dynamic Income Fund	$30.1M	0.36%	Not reported	-15.6%	Q1 2022
ABBVAbbVie Inc.	$28.9M	0.35%	0.01%	-4.7%	Q1 2022
IAUIshares Gold Trust	$27.3M	0.33%	0.07%	+17.4%	Q1 2022
XOMExxonMobil Holdings Corp	$26.9M	0.32%	0.01%	-14.7%	Q1 2022
JNJJohnson & Johnson	$26.1M	0.31%	0.01%	-3.3%	Q1 2022
MAMastercard Inc	$26.1M	0.31%	0.00%	-6.9%	Q1 2022
AVGOBroadcom Inc.	$24.5M	0.29%	0.00%	-4.0%	Q1 2022
WMTWalmart Inc.	$23.7M	0.29%	0.00%	-7.1%	Q1 2022
CVXChevron Corp	$23.5M	0.28%	0.01%	-17.3%	Q1 2022
PGPROCTER & GAMBLE Co	$22.9M	0.28%	0.01%	-10.1%	Q1 2022
SECTSECTOR 10, Inc.	$22.8M	0.27%	Not reported	+11.2%	Q1 2022
HDHome Depot, Inc.	$22M	0.26%	0.01%	-12.1%	Q1 2022
FVDFirst Trust Value Line Dividend Fund	$19M	0.23%	Not reported	-4.9%	Q1 2022
PLTRPalantir Technologies Inc.	$18.8M	0.23%	0.01%	-8.1%	Q1 2022
SMHMarket Vectors ETF Trust	$17.9M	0.22%	Not reported	-8.9%	Q1 2022
IBMInternational Business Machines Corp	$17.7M	0.21%	0.01%	-11.4%	Q1 2022
KOCoca Cola Co	$17.6M	0.21%	0.01%	-2.1%	Q1 2022
NFLXNetflix Inc	$17.5M	0.21%	0.00%	-4.8%	Q1 2022
UNHUnitedhealth Group Inc	$17M	0.20%	0.00%	-7.5%	Q1 2022
MCDMcdonalds Corp	$16.9M	0.20%	0.01%	-2.5%	Q1 2022
VZVerizon Communications Inc	$16.6M	0.20%	0.01%	-14.2%	Q1 2022
SPTSSports Media Inc	$16.1M	0.19%	Not reported	+648.0%	Q1 2022
TAt&T Inc.	$15.5M	0.19%	0.01%	-0.1%	Q1 2022
EMXCEmax Holdings Corp	$15.1M	0.18%	Not reported	-22.8%	Q1 2022
LMTLockheed Martin Corp	$14.7M	0.18%	0.01%	-11.4%	Q1 2022
PFEPfizer Inc	$14.6M	0.18%	0.01%	-1.3%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.4M	0.17%	0.00%	+26.0%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$14.4M	0.17%	Not reported	-34.6%	Q1 2022
DISWalt Disney Co	$13.4M	0.16%	0.01%	-3.5%	Q1 2022
WMWaste Management Inc	$12.4M	0.15%	0.01%	-1.0%	Q1 2022
LGOVLargo Vista Group Ltd	$12.4M	0.15%	Not reported	-44.1%	Q2 2023
CRMSalesforce, Inc.	$12.3M	0.15%	0.00%	+0.2%	Q1 2022

Q4 2024Reported Jan 31, 20251,031 positions
AAPLApple Inc.	$259M	2.84%	0.01%	-9.5%	Q1 2022
NVDANvidia Corp	$204M	2.23%	0.01%	-31.9%	Q1 2022
MSFTMicrosoft Corp	$173M	1.89%	0.01%	-8.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$155M	1.70%	Not reported	+0.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$147M	1.60%	Not reported	+7.6%	Q1 2022
AMZNAmazon Com Inc	$132M	1.44%	0.01%	-9.3%	Q1 2022
TSLATesla, Inc.	$70.8M	0.77%	0.01%	+1.2%	Q1 2022
METAMeta Platforms, Inc.	$66.4M	0.73%	Not reported	-5.1%	Q1 2022
BSVNBank7 Corp.	$65.9M	0.72%	9.08%	+22.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$64.6M	0.71%	Not reported	-8.2%	Q1 2022
GOOGLAlphabet Inc.	$57.8M	0.63%	0.00%	-17.2%	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$48.6M	0.53%	Not reported	+3.5%	Q1 2022
GOOGAlphabet Inc.	$47.6M	0.52%	Not reported	-14.7%	Q1 2022
COSTCostco Wholesale Corp	$46.5M	0.51%	0.01%	-7.9%	Q1 2022
JPMJPMorgan Chase & Co	$40.6M	0.44%	0.01%	-3.2%	Q1 2022
GLDSPDR Gold Trust	$35.8M	0.39%	0.05%	-24.3%	Q1 2022
AVGOBroadcom Inc.	$35.3M	0.39%	0.00%	-11.1%	Q1 2022
PDIPIMCO Dynamic Income Fund	$33M	0.36%	Not reported	+23.2%	Q1 2022
VVisa Inc.	$30.8M	0.34%	0.01%	-5.9%	Q1 2022
LLYELI LILLY & Co	$29.6M	0.32%	0.00%	-9.9%	Q1 2022
XOMExxonMobil Holdings Corp	$28.5M	0.31%	0.01%	+5.5%	Q1 2022
MAMastercard Inc	$26.9M	0.29%	0.00%	-8.1%	Q1 2022
HDHome Depot, Inc.	$26.6M	0.29%	0.01%	+5.9%	Q1 2022
WMTWalmart Inc.	$26.3M	0.29%	0.00%	+3.5%	Q1 2022
ABBVAbbVie Inc.	$25.7M	0.28%	0.01%	-7.6%	Q1 2022
PGPROCTER & GAMBLE Co	$25M	0.27%	0.01%	-1.4%	Q1 2022
CVXChevron Corp	$24.6M	0.27%	0.01%	+7.8%	Q1 2022
JNJJohnson & Johnson	$23.5M	0.26%	0.01%	+1.7%	Q1 2022
SMHMarket Vectors ETF Trust	$22.5M	0.25%	Not reported	+12.5%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$22.4M	0.24%	Not reported	+60.0%	Q1 2022
SECTSECTOR 10, Inc.	$22.1M	0.24%	Not reported	+14.4%	Q1 2022
LGOVLargo Vista Group Ltd	$21.5M	0.24%	Not reported	-3.7%	Q2 2023
EMXCEmax Holdings Corp	$19.7M	0.22%	Not reported	+7.3%	Q1 2022
FVDFirst Trust Value Line Dividend Fund	$19.5M	0.21%	Not reported	-13.3%	Q1 2022
IAUIshares Gold Trust	$19.5M	0.21%	0.06%	+6.1%	Q1 2022
PLTRPalantir Technologies Inc.	$18.3M	0.20%	0.01%	+2.4%	Q1 2022
LMTLockheed Martin Corp	$18M	0.20%	0.02%	-1.5%	Q1 2022
UNHUnitedhealth Group Inc	$17.7M	0.19%	0.00%	-7.0%	Q1 2022
IBMInternational Business Machines Corp	$17.7M	0.19%	0.01%	+7.5%	Q1 2022
NFLXNetflix Inc	$17.6M	0.19%	0.00%	-21.7%	Q1 2022
VZVerizon Communications Inc	$17.1M	0.19%	0.01%	-1.8%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$16.1M	0.18%	Not reported	-1.5%	Q1 2022
MCDMcdonalds Corp	$16.1M	0.18%	0.01%	+12.4%	Q1 2022
AMDAdvanced Micro Devices Inc	$15.9M	0.17%	0.01%	-6.8%	Q1 2022
DISWalt Disney Co	$15.7M	0.17%	0.01%	-7.4%	Q1 2022
PFEPfizer Inc	$15.5M	0.17%	0.01%	+1.3%	Q1 2022
KOCoca Cola Co	$15.5M	0.17%	0.01%	-1.9%	Q1 2022
CRMSalesforce, Inc.	$15.3M	0.17%	0.00%	+1.8%	Q1 2022
PEPPepsico Inc	$14.2M	0.16%	0.01%	-17.4%	Q1 2022
BACBank of America Corp	$14.1M	0.15%	0.00%	-0.9%	Q1 2022

Q3 2024Reported Nov 8, 20241,018 positions
NVDANvidia Corp	$271M	2.94%	0.01%	-13.3%	Q1 2022
AAPLApple Inc.	$267M	2.89%	0.01%	-10.4%	Q1 2022
MSFTMicrosoft Corp	$193M	2.09%	0.01%	-7.9%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$147M	1.60%	Not reported	-8.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$133M	1.45%	Not reported	-13.2%	Q1 2022
AMZNAmazon Com Inc	$124M	1.34%	0.01%	-7.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$71.4M	0.77%	Not reported	+0.5%	Q1 2022
METAMeta Platforms, Inc.	$68.4M	0.74%	Not reported	-4.2%	Q1 2022
GOOGLAlphabet Inc.	$61.2M	0.66%	0.00%	-11.8%	Q1 2022
BSVNBank7 Corp.	$54.8M	0.59%	7.45%	+1.3%	Q1 2022
GOOGAlphabet Inc.	$49M	0.53%	Not reported	-6.9%	Q1 2022
COSTCostco Wholesale Corp	$48.9M	0.53%	0.01%	-4.0%	Q1 2022
GLDSPDR Gold Trust	$47.5M	0.51%	0.07%	+9.0%	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$47.2M	0.51%	Not reported	+0.7%	Q1 2022
TSLATesla, Inc.	$45.3M	0.49%	0.01%	-8.4%	Q1 2022
LLYELI LILLY & Co	$37.7M	0.41%	0.00%	-2.0%	Q1 2022
JPMJPMorgan Chase & Co	$36.8M	0.40%	0.01%	-3.8%	Q1 2022
ABBVAbbVie Inc.	$30.9M	0.33%	0.01%	-1.0%	Q1 2022
PDIPIMCO Dynamic Income Fund	$29.6M	0.32%	Not reported	-0.3%	Q1 2022
AVGOBroadcom Inc.	$29.5M	0.32%	0.00%	-3.0%	Q1 2022
XOMExxonMobil Holdings Corp	$29.5M	0.32%	Not reported	-3.4%	Q1 2022
VVisa Inc.	$28.4M	0.31%	0.01%	-8.5%	Q1 2022
MAMastercard Inc	$27.4M	0.30%	0.00%	-3.9%	Q1 2022
PGPROCTER & GAMBLE Co	$26.2M	0.28%	0.01%	-1.3%	Q1 2022
HDHome Depot, Inc.	$26.2M	0.28%	0.01%	-11.7%	Q1 2022
JNJJohnson & Johnson	$25.9M	0.28%	0.01%	+2.6%	Q1 2022
LGOVLargo Vista Group Ltd	$24M	0.26%	Not reported	+1.5%	Q2 2023
FVDFirst Trust Value Line Dividend Fund	$23.5M	0.25%	Not reported	-2.1%	Q1 2022
AMDAdvanced Micro Devices Inc	$23.2M	0.25%	0.01%	-6.1%	Q1 2022
CVXChevron Corp	$23.2M	0.25%	0.01%	-7.2%	Q1 2022
WMTWalmart Inc.	$22.7M	0.25%	0.00%	-1.3%	Q1 2022
UNHUnitedhealth Group Inc	$22M	0.24%	0.00%	-9.1%	Q1 2022
LMTLockheed Martin Corp	$22M	0.24%	0.02%	-5.8%	Q1 2022
SMHMarket Vectors ETF Trust	$20.3M	0.22%	Not reported	-3.7%	Q1 2022
EMXCEmax Holdings Corp	$20.2M	0.22%	Not reported	+39.1%	Q1 2022
VZVerizon Communications Inc	$19.5M	0.21%	0.01%	-12.3%	Q1 2022
PEPPepsico Inc	$19.1M	0.21%	0.01%	-29.9%	Q1 2022
SECTSECTOR 10, Inc.	$18.9M	0.20%	Not reported	-13.1%	Q1 2022
IAUIshares Gold Trust	$18.5M	0.20%	0.06%	-0.8%	Q1 2022
KOCoca Cola Co	$18.3M	0.20%	0.01%	+4.7%	Q1 2022
NFLXNetflix Inc	$17.9M	0.19%	0.01%	-4.1%	Q1 2022
MRKMerck & Co., Inc.	$17M	0.18%	0.01%	-14.0%	Q1 2022
PFEPfizer Inc	$16.7M	0.18%	0.01%	+5.0%	Q1 2022
IBMInternational Business Machines Corp	$16.6M	0.18%	0.01%	-9.7%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$16.3M	0.18%	Not reported	-1.6%	Q1 2022
MCDMcdonalds Corp	$15M	0.16%	0.01%	-14.8%	Q1 2022
DISWalt Disney Co	$14.6M	0.16%	0.01%	-9.8%	Q1 2022
AMGNAmgen Inc	$14.3M	0.15%	0.01%	-2.4%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$13.9M	0.15%	Not reported	-8.3%	Q1 2022
ASTHAstrana Health, Inc.	$13.8M	0.15%	0.42%	Not reported	Q3 2022

Premium opens every quarter this fund has filed