Atria Wealth Solutions, Inc.

CIK: 0001927543SEC EDGAR →

Portfolio Value

$4.4B

Holdings

1,461

As of

Q2 2025

New Positions

125

Closed Positions

506

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	IVV ISHARES TR	196,325	$122.0M	2.76%
2	NVDA NVIDIA CORPORATION	549,711	$87.0M	1.97%
3	NDQ INVESCO QQQ TR	153,194	$84.6M	1.91%
4	AAPLPut APPLE INC	353,234	$73.5M	1.66%
5	MSFT MICROSOFT CORP	139,747	$69.6M	1.57%
6	SPY SPDR S&P 500 ETF TR	94,897	$58.8M	1.33%
7	QUAL ISHARES TR	315,547	$57.7M	1.31%
8	VOO VANGUARD INDEX FDS	94,258	$53.8M	1.22%
9	IUSB ISHARES TR	1,095,353	$50.6M	1.14%
10	AMZN AMAZON COM INC	223,202	$49.2M	1.11%

Quarterly Changes

Top Buys

NVDANEW

$87.0M

NDQNEW

$84.6M

SPYNEW

$58.8M

AVGONEW

$19.0M

FDVV↑ Increased

$9.0M

Top Sells

NVDACLOSED

$149.6M

NDQCLOSED

$133.2M

SPYCLOSED

$125.3M

AAPL↓ Decreased

$123.1M

IVV↓ Decreased

$118.1M

New Positions (125)

$87.0M · 550K shares

$84.6M · 153K shares

$58.8M · 95K shares

$19.0M · 69K shares

$5.7M · 21K shares

$3.3M · 115K shares

$2.9M · 88K shares

$2.1M · 39K shares

$2.1M · 47K shares

$1.9M · 28K shares

$1.6M · 17K shares

$1.5M · 45K shares

$1.2M · 4K shares

$1.0M · 10K shares

$975K · 30K shares

$914K · 10K shares

$866K · 16K shares

$841K · 17K shares

$735K · 4K shares

$732K · 35K shares

$720K · 6K shares

$702K · 16K shares

$699K · 14K shares

$649K · 13K shares

$633K · 3K shares

$625K · 18K shares

$603K · 23K shares

$576K · 12K shares

$563K · 2K shares

$524K · 7K shares

$495K · 10K shares

$492K · 11K shares

$478K · 9K shares

$476K · 12K shares

$474K · 7K shares

$471K · 3K shares

$467K · 3K shares

$462K · 8K shares

$421K · 6K shares

$416K · 20K shares

$391K · 33K shares

$390K · 9K shares

$377K · 10K shares

$375K · 8K shares

$366K · 4K shares

$358K · 2K shares

$356K · 7K shares

$343K · 8K shares

$338K · 38K shares

$323K · 2K shares

$317K · 7K shares

$316K · 12K shares

$315K · 2K shares

$311K · 9K shares

$296K · 4K shares

$294K · 2K shares

$291K · 6K shares

$288K · 5K shares

$288K · 8K shares

$271K · 2K shares

$268K · 96K shares

$254K · 5K shares

$249K · 7K shares

$248K · 2K shares

$246K · 600 shares

$246K · 6K shares

$245K · 11K shares

$245K · 2K shares

$245K · 8K shares

$245K · 10K shares

$242K · 4K shares

$242K · 7K shares

$241K · 8K shares

$240K · 2K shares

$234K · 5K shares

$232K · 3K shares

$228K · 1K shares

$225K · 5K shares

$225K · 4K shares

$225K · 5K shares

$223K · 1K shares

$223K · 3K shares

$222K · 5K shares

$221K · 3K shares

$221K · 8K shares

$221K · 24K shares

$221K · 10K shares

$220K · 1K shares

$217K · 5K shares

$216K · 2K shares

$216K · 3K shares

$215K · 5K shares

$215K · 9K shares

$215K · 3K shares

$214K · 8K shares

$214K · 10K shares

$214K · 4K shares

$212K · 1K shares

$212K · 2K shares

$208K · 1K shares

$206K · 17K shares

$205K · 19K shares

$205K · 3K shares

$205K · 5K shares

$204K · 9K shares

$203K · 10K shares

$203K · 3K shares

$202K · 11K shares

$201K · 1K shares

$201K · 9K shares

$197K · 24K shares

$191K · 13K shares

$150K · 93K shares

$147K · 16K shares

$127K · 18K shares

$110K · 13K shares

$91K · 13K shares

$87K · 30K shares

$66K · 10K shares

$60K · 20K shares

$53K · 10K shares

$38K · 35K shares

$36K · 10K shares

$17K · 12K shares

$7K · 16K shares

Closed Positions (506)

NVDA

$149.6M · 1.4M shares

NDQ

$133.2M · 284K shares

SPY

$125.3M · 224K shares

$24.8M · 148K shares

$14.0M · 52K shares

$10.5M · 340K shares

$8.7M · 73K shares

$8.2M · 273K shares

$7.4M · 237K shares

$7.2M · 167K shares

$5.5M · 66K shares

$4.7M · 50K shares

$4.5M · 54K shares

$4.4M · 176K shares

$4.3M · 53K shares

$4.2M · 85K shares

$3.9M · 233K shares

$3.8M · 76K shares

$3.8M · 76K shares

$3.8M · 70K shares

$3.7M · 340K shares

$3.3M · 415K shares

$3.3M · 48K shares

$3.2M · 66K shares

$3.1M · 166K shares

$3.0M · 284K shares

$3.0M · 79K shares

$2.7M · 24K shares

$2.6M · 80K shares

$2.5M · 12K shares

$2.4M · 31K shares

$2.4M · 14K shares

$2.3M · 263K shares

$2.2M · 36K shares

$2.2M · 57K shares

$2.1M · 17K shares

$2.1M · 25K shares

$2.0M · 46K shares

$2.0M · 76K shares

$1.9M · 73K shares

$1.9M · 109K shares

$1.8M · 43K shares

$1.8M · 38K shares

$1.8M · 35K shares

$1.7M · 15K shares

$1.7M · 45K shares

$1.7M · 62K shares

$1.7M · 28K shares

$1.7M · 115K shares

$1.7M · 13K shares

$1.6M · 124K shares

$1.6M · 36K shares

$1.6M · 37K shares

$1.6M · 44K shares

$1.6M · 21K shares

$1.6M · 26K shares

$1.5M · 47K shares

$1.5M · 39K shares

$1.5M · 49K shares

$1.5M · 41K shares

$1.5M · 47K shares

$1.5M · 60K shares

$1.4M · 1K shares

$1.4M · 19K shares

$1.4M · 15K shares

$1.4M · 44K shares

$1.4M · 63K shares

$1.4M · 68K shares

$1.3M · 41K shares

$1.3M · 27K shares

$1.3M · 36K shares

$1.3M · 78K shares

$1.3M · 32K shares

$1.3M · 45K shares

$1.3M · 56K shares

$1.3M · 33K shares

$1.2M · 48K shares

$1.2M · 24K shares

$1.2M · 35K shares

$1.2M · 19K shares

$1.2M · 23K shares

$1.2M · 54K shares

$1.2M · 17K shares

$1.1M · 25K shares

$1.1M · 25K shares

$1.1M · 28K shares

$1.1M · 50K shares

$1.1M · 47K shares

$1.1M · 10K shares

$1.0M · 10K shares

$1.0M · 13K shares

$1.0M · 8K shares

$1.0M · 30K shares

$1.0M · 51K shares

$1.0M · 10K shares

$1.0M · 13K shares

$1.0M · 19K shares

$1.0M · 2K shares

$988K · 26K shares

$982K · 10K shares

$975K · 57K shares

$968K · 14K shares

$940K · 21K shares

$937K · 20K shares

$923K · 20K shares

$923K · 20K shares

$908K · 12K shares

$878K · 2K shares

$862K · 15K shares

$860K · 30K shares

$832K · 20K shares

$821K · 9K shares

$814K · 4K shares

$810K · 19K shares

$804K · 14K shares

$788K · 5K shares

$786K · 12K shares

$778K · 21K shares

$772K · 30K shares

$760K · 15K shares

$756K · 19K shares

$749K · 17K shares

$749K · 23K shares

$748K · 26K shares

$740K · 19K shares

$735K · 5K shares

$733K · 4K shares

$728K · 53K shares

$720K · 6K shares

$715K · 7K shares

$711K · 56K shares

$706K · 598 shares

$704K · 4K shares

$700K · 20K shares

$686K · 10K shares

$674K · 30K shares

$674K · 17K shares

$671K · 17K shares

$664K · 16K shares

$662K · 39K shares

$659K · 19K shares

$657K · 81K shares

$647K · 20K shares

$646K · 15K shares

$643K · 11K shares

$637K · 15K shares

$636K · 18K shares

$634K · 4K shares

$631K · 21K shares

$630K · 2K shares

$630K · 24K shares

$627K · 35K shares

$625K · 23K shares

$622K · 10K shares

$607K · 57K shares

$607K · 22K shares

$606K · 5K shares

$603K · 3K shares

$602K · 11K shares

$600K · 9K shares

$596K · 11K shares

$595K · 12K shares

$594K · 7K shares

$591K · 25K shares

$590K · 26K shares

$587K · 97K shares

$580K · 11K shares

$578K · 7K shares

$575K · 14K shares

$574K · 11K shares

$567K · 9K shares

$558K · 11K shares

$557K · 9K shares

$553K · 6K shares

$544K · 48K shares

$540K · 50K shares

$539K · 6K shares

$531K · 13K shares

$531K · 4K shares

$526K · 4K shares

$518K · 7K shares

$513K · 5K shares

$512K · 9K shares

$512K · 4K shares

$510K · 19K shares

$508K · 12K shares

$507K · 70 shares

$500K · 4K shares

$497K · 22K shares

$494K · 5K shares

$492K · 32K shares

$491K · 5K shares

$484K · 21K shares

$484K · 30K shares

$478K · 5K shares

$474K · 4K shares

$471K · 1K shares

$463K · 12K shares

$462K · 9K shares

$457K · 28K shares

$456K · 8K shares

$448K · 4K shares

$444K · 6K shares

$443K · 10K shares

$438K · 10K shares

$430K · 17K shares

$429K · 12K shares

$428K · 8K shares

$428K · 18K shares

$426K · 4K shares

$426K · 18K shares

$422K · 8K shares

$422K · 16K shares

$420K · 12K shares

$419K · 10K shares

$415K · 40K shares

$412K · 5K shares

$412K · 12K shares

$411K · 7K shares

$410K · 10K shares

$409K · 6K shares

$409K · 8K shares

$409K · 20K shares

$409K · 16K shares

$408K · 2K shares

$408K · 4K shares

$407K · 7K shares

$406K · 11K shares

$405K · 6K shares

$403K · 19K shares

$400K · 4K shares

$400K · 16K shares

$400K · 18K shares

$395K · 19K shares

$395K · 8K shares

$393K · 7K shares

$392K · 83K shares

$390K · 3K shares

$389K · 10K shares

$387K · 7K shares

$385K · 4K shares

$385K · 6K shares

$384K · 20K shares

$383K · 5K shares

$383K · 5K shares

$380K · 2K shares

$379K · 10K shares

$379K · 6K shares

$377K · 9K shares

$375K · 16K shares

$374K · 7K shares

$371K · 17K shares

$371K · 43K shares

$369K · 17K shares

$367K · 3K shares

TOL

$367K · 3K shares

ENPH

$364K · 6K shares

KEYS

$361K · 2K shares

MONROE CAP CORP

$361K · 46K shares

$356K · 8K shares

$354K · 9K shares

$353K · 7K shares

$351K · 11K shares

$350K · 9K shares

$349K · 2K shares

$349K · 953 shares

$345K · 23K shares

$344K · 15K shares

$340K · 15K shares

$340K · 11K shares

$340K · 29K shares

$337K · 4K shares

$335K · 4K shares

$334K · 8K shares

$333K · 18K shares

$331K · 13K shares

$331K · 4K shares

$331K · 20K shares

$330K · 9K shares

$326K · 11K shares

$326K · 2K shares

$325K · 21K shares

$320K · 567 shares

$319K · 2K shares

$318K · 15K shares

$316K · 9K shares

$316K · 4K shares

$315K · 7K shares

$314K · 8K shares

$307K · 30K shares

$305K · 9K shares

$305K · 10K shares

$304K · 3K shares

$303K · 2K shares

$303K · 4K shares

$302K · 2K shares

$299K · 6K shares

$298K · 7K shares

$298K · 10K shares

$298K · 1K shares

$296K · 4K shares

$296K · 3K shares

$295K · 2K shares

$294K · 6K shares

$293K · 8K shares

$293K · 7K shares

$289K · 13K shares

$288K · 6K shares

$286K · 4K shares

$286K · 8K shares

$285K · 1K shares

$283K · 8K shares

$282K · 32K shares

$280K · 2K shares

RHP

$279K · 3K shares

SPHR

$279K · 9K shares

PAY

$278K · 11K shares

$278K · 4K shares

$277K · 2K shares

$276K · 24K shares

$275K · 15K shares

$275K · 2K shares

$274K · 17K shares

$274K · 10K shares

$273K · 7K shares

$271K · 5K shares

$270K · 282 shares

$270K · 11K shares

$269K · 38K shares

$269K · 5K shares

$267K · 8K shares

$266K · 12K shares

$266K · 2K shares

$265K · 6K shares

$264K · 24K shares

$263K · 7K shares

$262K · 2K shares

$262K · 27K shares

$261K · 3K shares

$260K · 8K shares

$259K · 4K shares

$259K · 140 shares

$259K · 21K shares

$259K · 2K shares

$258K · 3K shares

$258K · 7K shares

$258K · 5K shares

$257K · 5K shares

$256K · 15K shares

$256K · 14K shares

$255K · 2K shares

$255K · 21K shares

$254K · 4K shares

$253K · 2K shares

$252K · 6K shares

$251K · 7K shares

$251K · 10K shares

$249K · 2K shares

$249K · 10K shares

$249K · 12K shares

$249K · 1K shares

$248K · 4K shares

$247K · 20K shares

$247K · 6K shares

$246K · 3K shares

$242K · 11K shares

$242K · 5K shares

$241K · 9K shares

$240K · 16K shares

$240K · 4K shares

$239K · 2K shares

$238K · 1K shares

$236K · 5K shares

$236K · 6K shares

$235K · 22K shares

$235K · 7K shares

$235K · 7K shares

$234K · 6K shares

$234K · 10K shares

$234K · 14K shares

$233K · 6K shares

$232K · 8K shares

$232K · 2K shares

$232K · 9K shares

$230K · 931 shares

$230K · 23K shares

$228K · 2K shares

$226K · 186K shares

$226K · 8K shares

$226K · 5K shares

$225K · 4K shares

$225K · 14K shares

$223K · 7K shares

$223K · 3K shares

$223K · 3K shares

$219K · 6K shares

$219K · 8K shares

$219K · 178 shares

$216K · 2K shares

$216K · 8K shares

$216K · 11K shares

$215K · 9K shares

$214K · 8K shares

$213K · 2K shares

$213K · 1K shares

$213K · 7K shares

$212K · 3K shares

$211K · 451 shares

$211K · 1K shares

$211K · 14K shares

$209K · 500 shares

$209K · 2K shares

$207K · 7K shares

$207K · 8K shares

$207K · 9K shares

$207K · 5K shares

$207K · 977 shares

$206K · 8K shares

$205K · 25K shares

$204K · 4K shares

$204K · 9K shares

$203K · 7K shares

$202K · 8K shares

$202K · 8K shares

$202K · 2K shares

$202K · 15K shares

$202K · 3K shares

$201K · 15K shares

$200K · 4K shares

$200K · 3K shares

$200K · 3K shares

$199K · 13K shares

$198K · 15K shares

$196K · 32K shares

$195K · 10K shares

$193K · 29K shares

$187K · 17K shares

$186K · 16K shares

$186K · 242K shares

$186K · 15K shares

$183K · 15K shares

$181K · 26K shares

$174K · 150K shares

$172K · 11K shares

$170K · 11K shares

$167K · 12K shares

$167K · 15K shares

$165K · 12K shares

$159K · 26K shares

$157K · 10K shares

$156K · 30K shares

$155K · 26K shares

$150K · 15K shares

$147K · 19K shares

$146K · 10K shares

$145K · 13K shares

$144K · 27K shares

$140K · 11K shares

$137K · 16K shares

$137K · 10K shares

XIGDX

$135K · 24K shares

EVGO

$131K · 50K shares

$130K · 17K shares

$129K · 10K shares

$128K · 23K shares

$125K · 14K shares

$104K · 10K shares

$103K · 19K shares

$101K · 12K shares

$96K · 21K shares

$89K · 10K shares

$85K · 49K shares

$84K · 10K shares

$80K · 24K shares

$79K · 14K shares

$72K · 24K shares

$72K · 12K shares

$70K · 11K shares

$69K · 11K shares

$68K · 24K shares

$68K · 25K shares

$65K · 11K shares

$61K · 10K shares

$61K · 13K shares

$59K · 100K shares

$52K · 20K shares

$51K · 10K shares

$48K · 23K shares

$47K · 11K shares

ABRDN AUSTRALIA EQUITY FD IN

$45K · 11K shares

$44K · 15K shares

$42K · 15K shares

$37K · 10K shares

$34K · 16K shares

$29K · 10K shares

$29K · 22K shares

$29K · 10K shares

$28K · 20K shares

$26K · 11K shares

$25K · 15K shares

$24K · 10K shares

$23K · 16K shares

$21K · 18K shares

$16K · 10K shares

$9K · 26K shares

$6K · 11K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	833	$3.0B	67.7%
Technology	159	$451.7M	10.2%
Unknown	101	$294.8M	6.7%
Industrials	86	$128.4M	2.9%
Consumer Cyclical	58	$128.2M	2.9%
Communication Services	20	$107.5M	2.4%
Healthcare	50	$103.3M	2.3%
Consumer Defensive	31	$79.9M	1.8%
Energy	40	$55.4M	1.3%
Utilities	24	$31.2M	0.7%
Basic Materials	31	$28.1M	0.6%
Real Estate	28	$17.6M	0.4%