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Atria Wealth Solutions, Inc.

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13F filer, CIK 1927543, NEW YORK, NY

Atria Wealth Solutions, Inc. reported $8,315,472,712 across 1,851 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 16.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-000956

Period
2025-03-31
Reported value
$8.32B
Holdings
1,851
Top 10 weight
16.12%
New
158
Sold out
270

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPTSadded+475,844$13.9M
GSYadded+247,257$12.4M
TLHadded+109,373$11.3M
IGSBadded+202,780$10.6M
OEFadded+38,410$10.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-170,024-$37.8M
MSFTreduced-87,368-$32.8M
QQQMreduced-130,423-$25.2M
VOOreduced-48,729-$25M
IEFreduced-222,597-$21.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 1,842 share positions

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
AAPLAPPLE INC COMput18,900$4.2M+13,800
SPYSTATE STR SPDR S&P 500 ETF T SHSput7,400$4.14M-5,600
QQQINVESCO QQQ TR COMput6,500$3.05M-6,100
SPYSTATE STR SPDR S&P 500 ETF T SHScall4,000$2.24M+2,000
QQQINVESCO QQQ TR COMcall4,400$2.06M-600
CRMSALESFORCE INC COMput6,500$1.74Mnew
SLVISHARES SILVER TR COMcall28,500$883K+3,500
NVDANVIDIA CORPORATION COMput5,200$564K-1,000
AVGOBROADCOM INC COMcall2,000$335Knew

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HRLHORMEL FOODS CORP115,278$3.62Mshares
NBOSNEUBERGER BERMAN ETF TRUST117,962$3.11Mshares
SEIMSEI EXCHANGE TRADED FUNDS65,002$2.51Mshares
SEIVSEI EXCHANGE TRADED FUNDS71,942$2.38Mshares
OGEOGE ENERGY CORP40,698$1.68Mshares
EMNEASTMAN CHEM CO15,424$1.41Mshares
TWO RDS SHARED TRTWO RDS SHARED TR42,561$1.39Mshares
IVVISHARES TR2,300$1.35Mcall
SMINISHARES TR17,436$1.33Mshares
VWOBVANGUARD WHITEHALL FDS19,849$1.25Mshares
SEIQSEI EXCHANGE TRADED FUNDS34,732$1.21Mshares
OIHVANECK ETF TRUST4,439$1.2Mshares
DFAXDIMENSIONAL ETF TRUST42,109$1.05Mshares
HRBBLOCK H & R INC19,241$1.02Mshares
MSFTMICROSOFT CORP2,400$1.01Mcall
BCIABRDN ETFS48,982$967Kshares
PSPINVESCO EXCHANGE TRADED FD T13,710$915Kshares
ONONON HLDG AG15,239$835Kshares
NCLHNORWEGIAN CRUISE LINE HLDGS30,993$797Kshares
FLEXFLEX LTD20,771$797Kshares
LLYELI LILLY & CO1,000$772Kcall
NADNUVEEN QUALITY MUNCP INCOME62,168$725Kshares
IBITISHARES BITCOIN TRUST ETF13,645$724Kshares
JKHYHENRY JACK & ASSOC INC4,006$702Kshares
CBSHCOMMERCE BANCSHARES INC11,062$689Kshares
MTBASIMPLIFY EXCHANGE TRADED FUN13,525$672Kshares
NVTNVENT ELEC PLC9,854$672Kshares
KGCKINROSS GOLD CORP71,842$666Kshares
ARTYISHARES TR17,573$651Kshares
CMSCMS ENERGY CORP9,737$649Kshares
NWENORTHWESTERN ENERGY GROUP IN12,080$646Kshares
NJRNEW JERSEY RES CORP13,699$645Kshares
OCOWENS CORNING NEW3,759$640Kshares
RJFRAYMOND JAMES FINL INC4,024$625Kshares
LULULULULEMON ATHLETICA INC1,618$619Kshares
NEOS ETF TRUSTNEOS ETF TRUST22,667$591Kshares
YMARFIRST TR EXCHNG TRADED FD VI25,808$588Kshares
KRESPDR SERIES TRUST9,628$581Kshares
GSGISHARES S&P GSCI COMMODITY-26,600$579Kshares
PFRLPGIM ETF TR11,338$577Kshares
AMATAPPLIED MATLS INC3,500$569Kcall
UPSUNITED PARCEL SVCS INC4,500$567Kcall
IRTINDEPENDENCE RLTY TR INC28,431$564Kshares
TXNTEXAS INSTRS INC3,000$563Kcall
RSPCINVESCO EXCHANGE TRADED FD T16,288$557Kshares
NUVNUVEEN MUN VALUE FD INC63,739$548Kshares
XYZBLOCK INC6,400$544Kcall
ETHOAMPLIFY ETF TR9,030$539Kshares
NVDANVIDIA CORPORATION4,000$537Kcall
RGAREINSURANCE GROUP AMER INC2,510$536Kshares
NCANUVEEN CALIFORNIA MUNI VLU F63,098$533Kshares
OPERETF SER SOLUTIONS5,305$531Kshares
ABNBAIRBNB INC4,000$526Kcall
HYMBSPDR SERIES TRUST20,052$513Kshares
GDXVANECK ETF TRUST15,000$509Kcall
WTRGESSENTIAL UTILS INC13,864$504Kshares
TMTOYOTA MOTOR CORP2,556$498Kshares
EVRGEVERGY INC8,029$494Kshares
SELVSEI EXCHANGE TRADED FUNDS16,900$492Kshares
CFGCITIZENS FINL GROUP INC11,052$484Kshares
MATXMATSON INC3,538$477Kshares
BLDRBUILDERS FIRSTSOURCE INC3,329$476Kshares
PCGPG&E CORP23,087$466Kshares
WWDWOODWARD INC2,796$465Kshares
AMZNAMAZON COM INC2,100$461Kcall
VRTVERTIV HOLDINGS CO4,000$454Kcall
FJUNFIRST TR EXCHNG TRADED FD VI8,747$449Kshares
BXPBXP INC6,017$447Kshares
EPAMEPAM SYS INC1,889$442Kshares
SIVRABRDN SILVER ETF TRUST15,918$439Kshares
BCEBCE INC18,401$439Kshares
CMACOMERICA INC6,985$432Kshares
DTECALPS ETF TR9,352$424Kshares
TMDXTRANSMEDICS GROUP INC6,769$422Kshares
UFOXETF SER SOLUTIONS8,838$421Kshares
PNRPENTAIR PLC4,150$418Kshares
SNSRGLOBAL X FDS11,864$415Kshares
YJUNFIRST TR EXCHNG TRADED FD VI19,200$415Kshares
UTHRUNITED THERAPEUTICS CORP DEL1,169$412Kshares
SWKSSKYWORKS SOLUTIONS INC4,576$406Kshares
UNHUNITEDHEALTH GROUP INC800$405Kcall
AUGMFIRST TR EXCHNG TRADED FD VI12,518$399Kshares
HIGHSIMPLIFY EXCHANGE TRADED FUN17,070$393Kshares
HIGHARTFORD INSURANCE GROUP INC3,589$393Kshares
OLLIOLLIES BARGAIN OUTLET HLDGS3,511$385Kshares
PXFINVESCO EXCH TRADED FD TR II8,021$384Kshares
GDMAEA SERIES TRUST12,117$383Kshares
BRAEMAR HOTELS & RESORTS INCBRAEMAR HOTELS & RESORTS INC27,645$380Kshares
ARKFARK ETF TR10,056$373Kshares
NEMNEWMONT CORP10,000$372Kcall
TRTOOTSIE ROLL INDS INC11,366$367Kshares
BITOPROSHARES TR15,917$363Kshares
MSMRETF SER SOLUTIONS11,909$360Kshares
ARLUAIM ETF PRODUCTS TRUST13,163$359Kshares
DGSWISDOMTREE TR7,170$351Kshares
PFFDGLOBAL X FDS17,955$350Kshares
MRSKNORTHERN LIGHTS FD TR10,396$343Kshares
PRFZINVESCO EXCHANGE TRADED FD T8,191$341Kshares
GEFGREIF INC5,496$339Kshares
EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES29,645$337Kshares
SFEBFIRST TR EXCHNG TRADED FD VI15,568$335Kshares
DJULFIRST TR EXCHNG TRADED FD VI7,956$334Kshares
EBNDSPDR SERIES TRUST17,066$333Kshares
FENIFIDELITY COVINGTON TRUST12,046$332Kshares
ILMNILLUMINA INC2,460$329Kshares
AIZASSURANT INC1,541$329Kshares
GMARFIRST TR EXCHNG TRADED FD VI8,701$326Kshares
EGEVEREST GROUP LTD897$325Kshares
CATYCATHAY GEN BANCORP6,824$325Kshares
OUSAALPS ETF TR6,108$324Kshares
FXZFIRST TR EXCHANGE-TRADED FD5,710$324Kshares
IDLVINVESCO EXCH TRADED FD TR II11,657$324Kshares
GOOGALPHABET INC1,700$324Kcall
XMARFIRST TR EXCHNG TRADED FD VI8,943$324Kshares
KAUGINNOVATOR ETFS TRUST12,741$320Kshares
AAXJISHARES TR4,419$319Kshares
EXASEXACT SCIENCES CORP5,621$316Kshares
IPACISHARES TR5,166$316Kshares
VSGXVANGUARD WORLD FD5,482$311Kshares
MBLYMOBILEYE GLOBAL INC15,507$309Kshares
URAGLOBAL X FDS11,474$307Kshares
AMSCAMERICAN SUPERCONDUCTOR CORP12,475$307Kshares
BTGB2GOLD CORP125,000$306Kshares
UBERUBER TECHNOLOGIES INC5,000$302Kcall
QSPTFIRST TR EXCHNG TRADED FD VI10,872$301Kshares
AAPLAPPLE INC1,200$301Kcall
ATOATMOS ENERGY CORP2,140$298Kshares
FRTFEDERAL RLTY INVT TR NEW2,623$294Kshares
METAMETA PLATFORMS INC500$293Kcall
FELGFIDELITY COVINGTON TRUST8,274$293Kshares
IVRINVESCO MORTGAGE CAPITAL INC36,175$291Kshares
AVXLANAVEX LIFE SCIENCES CORP27,052$291Kshares
BHRBRAEMAR HOTELS & RESORTS INC96,695$290Kshares
EXIISHARES TR2,016$285Kshares
BJULINNOVATOR ETFS TRUST6,372$284Kshares
PRMBPRIMO BRANDS CORPORATION9,191$283Kshares
BBIBJ P MORGAN EXCHANGE TRADED F2,937$283Kshares
LQDHISHARES U S ETF TR3,032$281Kshares
FINXGLOBAL X FDS8,955$281Kshares
BSTBLACKROCK SCIENCE & TECHNOLO7,679$281Kshares
AMGAFFILIATED MANAGERS GROUP1,500$277Kput
PSECPROSPECT CAP CORP63,477$274Kshares
ENLINK MIDSTREAM LLCENLINK MIDSTREAM LLC19,190$272Kshares
BYLDISHARES TR12,170$270Kshares
UJANINNOVATOR ETFS TRUST6,891$268Kshares
FNFFIDELITY NATL FINL INC4,750$267Kshares
WTWWILLIS TOWERS WATSON PLC LTD840$263Kshares
ELFE L F BEAUTY INC2,089$262Kshares
BUFTFIRST TR EXCHNG TRADED FD VI11,690$262Kshares
IYMISHARES TR2,009$261Kshares
MGMMGM RESORTS INTERNATIONAL7,456$258Kshares
NVGNUVEEN AMT FREE MUN CR INC F21,062$258Kshares
DCIDONALDSON INC3,800$256Kshares
IXCISHARES TR6,623$253Kshares
GTLBGITLAB INC4,475$252Kshares
ESMLISHARES TR5,940$250Kshares
FRPTFRESHPET INC1,681$249Kshares
SPBOSPDR SERIES TRUST8,678$249Kshares
BIIBBIOGEN INC1,620$248Kshares
LRNSTRIDE INC2,380$247Kshares
LOGILOGITECH INTL S A2,983$246Kshares
BUFZFIRST TR EXCHNG TRADED FD VI10,148$242Kshares
TSLATESLA INC600$242Kcall
MCHPMICROCHIP TECHNOLOGY INC.4,215$242Kshares
IGOVISHARES TR6,263$241Kshares
ODFLOLD DOMINION FREIGHT LINE IN1,360$240Kshares
NGGNATIONAL GRID PLC4,027$239Kshares
AXAXOS FINANCIAL INC3,418$239Kshares
PNQIINVESCO EXCHANGE TRADED FD T5,104$238Kshares
WYWEYERHAEUSER CO8,429$237Kshares
WKWORKIVA INC2,162$237Kshares
YSEPFIRST TR EXCHNG TRADED FD VI10,908$237Kshares
KTOSKRATOS DEFENSE & SEC SOLUTIO8,824$233Kshares
GNTXGENTEX CORP8,094$233Kshares
CSMPROSHARES TR3,515$232Kshares
TGNATEGNA INC12,611$232Kshares
PINSPINTEREST INC8,000$232Kcall
ESGVVANGUARD WORLD FD2,209$232Kshares
RTXRTX CORPORATION2,000$231Kput
ZETAZETA GLOBAL HOLDINGS CORP12,850$231Kshares
CWTCALIFORNIA WTR SVC GROUP5,067$230Kshares
UNMUNUM GROUP3,143$230Kshares
STKCOLUMBIA SELIGM PREM TECH GR6,466$228Kshares
XMAYFIRST TR EXCHNG TRADED FD VI7,172$226Kshares
CCJCAMECO CORP4,382$225Kshares
SMBVANECK ETF TRUST13,162$225Kshares
LFUSLITTELFUSE INC953$225Kshares
FOURSHIFT4 PMTS INC2,162$224Kshares
XAPRFIRST TR EXCHNG TRADED FD VI6,930$224Kshares
SEMICOLUMBIA ETF TR I8,707$224Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC23,915$223Kshares
TJULINNOVATOR ETFS TRUST8,028$223Kshares
TERTERADYNE INC1,770$223Kshares
TWLOTWILIO INC2,059$223Kshares
CPCANADIAN PACIFIC KANSAS CITY3,072$222Kshares
FBINFORTUNE BRANDS INNOVATIONS I3,252$222Kshares
IYCISHARES TR2,306$222Kshares
CIENCIENA CORP2,603$221Kshares
GDDYGODADDY INC1,115$220Kshares
WWJDNORTHERN LTS FD TR IV7,561$219Kshares
CAOSEA SERIES TRUST2,502$219Kshares
PXHINVESCO EXCH TRADED FD TR II10,663$218Kshares
KIESPDR SERIES TRUST3,798$215Kshares
CNOCNO FINL GROUP INC5,756$214Kshares
FHIFEDERATED HERMES INC5,198$214Kshares
IVTINVENTRUST PPTYS CORP7,050$212Kshares
SKXSKECHERS U S A INC3,150$212Kshares
IYFISHARES TR1,898$210Kshares
ENSGENSIGN GROUP INC1,578$210Kshares
FTVFORTIVE CORP2,787$209Kshares
WLKPWESTLAKE CHEM PARTNERS LP9,000$208Kshares
SYFSYNCHRONY FINANCIAL3,202$208Kshares
OSEAHARBOR ETF TRUST8,035$208Kshares
AGGMISHARES TR2,024$207Kshares
LZBLA Z BOY INC4,734$206Kshares
BDECINNOVATOR ETFS TRUST4,774$206Kshares
YDECFIRST TR EXCHNG TRADED FD VI9,104$205Kshares
GAACAMBRIA ETF TR7,156$205Kshares
CAKECHEESECAKE FACTORY INC4,323$205Kshares
LISTED FD TRLISTED FD TR5,279$204Kshares
CABOCABLE ONE INC561$203Kshares
OGSONE GAS INC2,932$203Kshares
SCHYSCHWAB STRATEGIC TR8,745$202Kshares
VIOVVANGUARD ADMIRAL FDS INC2,162$202Kshares
JOETVIRTUS ETF TR II5,336$202Kshares
AWRAMER STATES WTR CO2,588$201Kshares
EWXSPDR INDEX SHS FDS3,421$201Kshares
GLNGGOLAR LNG LTD4,736$200Kshares
SMFGSUMITOMO MITSUI FIN GRP INC13,710$199Kshares
XBFZXBLACKROCK CA MUNI INC TR17,510$196Kshares
ETJEATON VANCE RISK-MANAGED DIV20,594$192Kshares
BXMTBLACKSTONE MORTGAGE TRUST IN10,856$189Kshares
FPFFIRST TR INTER DURATN PFD &10,476$189Kshares
ACMRACM RESH INC12,179$184Kshares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME FUN14,158$172Kshares
APLDAPPLIED DIGITAL CORP19,493$149Kshares
PRPERMIAN RESOURCES CORP10,344$149Kshares
NZFNUVEEN MUN CR INCOME FD11,726$143Kshares
CIMCHIMERA INVT CORP10,015$140Kshares
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &40,340$140Kshares
HUMAHUMACYTE INC25,840$130Kshares
MYNBLACKROCK MUNIYIELD N Y QUAL12,652$128Kshares
PBTPERMIAN BASIN RTY TR11,465$127Kshares
TCPCBLACKROCK TCP CAPITAL CORP13,949$121Kshares
NBHNEUBERGER MUN FD INC10,660$110Kshares
VETVERMILION ENERGY INC11,082$104Kshares
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &31,432$98.4Kshares
PIEDMONT LITHIUM INCPIEDMONT LITHIUM INC10,361$90.6Kshares
NGDNEW GOLD INC35,000$86.8Kshares
REDFIN CORPREDFIN CORP10,005$78.7Kshares
GGTGABELLI MULTIMEDIA TR INC17,500$78Kshares
RXRXRECURSION PHARMACEUTICALS IN11,123$75.2Kshares
BRSPBRIGHTSPIRE CAPITAL INC12,852$72.5Kshares
LUMNLUMEN TECHNOLOGIES INC13,025$69.2Kshares
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC13,476$69.1Kshares
IAGIAMGOLD CORP13,167$67.9Kshares
ANVSANNOVIS BIO INC13,002$65.4Kshares
AGFIRST MAJESTIC SILVER CORP10,492$57.6Kshares
EDFVIRTUS STONE HBR EMRG MKTS I11,200$52.6Kshares
GRABGRAB HOLDINGS LIMITED10,373$49Kshares
RIGTRANSOCEAN LTD11,922$44.7Kshares
X4 PHARMACEUTICALS INCX4 PHARMACEUTICALS INC60,000$44Kshares
GGBGERDAU SA13,360$38.5Kshares
KNDIKANDI TECHNOLOGIES GROUP INC30,145$36.2Kshares
HLLYHOLLEY INC10,000$30.2Kshares
LCTXLINEAGE CELL THERAPEUTICS IN57,423$28.9Kshares
NULLNULL94,133$20.1Kshares
SOTHERLY HOTELS INCSOTHERLY HOTELS INC10,120$9.43Kshares
PASSAGE BIO INCPASSAGE BIO INC10,000$5.67Kshares
APPLIED DNA SCIENCES INCAPPLIED DNA SCIENCES INC20,004$4.08Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-000956 base2025-05-09acceptance time not in the bulk data set