13F Filings History of Atria Wealth Solutions, Inc.

Latest 13F report
Q2 2025 - 25 Jul 2025
Value $
$4,419,326,984
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 1462 stock holdings with total value $4,419,326,984 as of Q2 2025. Top holdings included IVV, NVDA, QQQ, AAPL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 1,462 $4,419,326,984 +$145,857,487 -$4,668,186,685 -$4,522,329,198 IVV, NVDA, QQQ, AAPL, MSFT 13F-HR 25 Jul 2025, 16:38
Q1 2025 1,842 $8,296,260,138 +$515,350,245 -$1,116,162,848 -$600,812,603 IVV, AAPL, NVDA, QQQ, MSFT 13F-HR 09 May 2025, 13:56
Q4 2024 1,934 $9,114,241,516 +$822,885,328 -$844,563,097 -$21,677,769 AAPL, IVV, NVDA, MSFT, QQQ 13F-HR 31 Jan 2025, 13:05
Q3 2024 1,895 $9,200,338,480 +$494,312,097 -$757,811,598 -$263,499,501 IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 08 Nov 2024, 13:30
Q2 2024 1,894 $9,022,040,158 +$804,734,607 -$559,635,123 +$245,099,484 NVDA, AAPL, IVV, MSFT, QQQ 13F-HR 22 Jul 2024, 16:35
Q1 2024 1,941 $8,848,917,794 +$842,447,958 -$462,238,975 +$380,208,983 IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 13 May 2024, 13:09
Q4 2023 1,913 $7,952,481,592 +$694,171,732 -$528,576,415 +$165,595,317 AAPL, IVV, MSFT, QQQ, NVDA 13F-HR 02 Feb 2024, 09:58
Q3 2023 1,846 $7,131,169,725 +$616,318,501 -$547,879,416 +$68,439,085 AAPL, IVV, MSFT, NVDA, VOO 13F-HR 08 Nov 2023, 12:39
Q2 2023 1,851 $7,319,002,540 +$604,678,078 -$368,653,750 +$236,024,328 AAPL, IVV, MSFT, BSV, QQQ 13F-HR 03 Aug 2023, 14:35
Q1 2023 1,844 $6,753,954,906 +$650,855,521 -$473,687,277 +$177,168,244 AAPL, IVV, BSV, MSFT, QQQ Restatement 22 Aug 2023, 21:25
Q4 2022 1,789 $6,231,361,480 +$502,412,248 -$367,072,114 +$135,340,134 AAPL, IVV, BSV, MSFT, VEA Restatement 30 Aug 2023, 10:09
Q3 2022 1,735 $5,766,672,263 +$1,426,752,472 -$253,916,736 +$1,172,835,736 AAPL, BSV, IVV, MSFT, AMZN Restatement 13 Feb 2023, 11:11
Q2 2022 1,619 $4,929,734,000 +$752,352,709 -$906,513,112 -$154,160,403 BSV, IVV, VTV, AAPL, ESGU 13F-HR 15 Aug 2022, 13:39
Q1 2022 1,723 $6,012,315,000 $0 $0 $0 AAPL, IVV, MSFT, QQQ, ESGU 13F-HR 16 May 2022, 11:53