Top 50 Atria Wealth Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.76% | 196.3K | $122.0M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.97% | 549.7K | $87.0M | โ | โ | โ | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 1.91% | 153.2K | $84.6M | โ | โ | โ | 2025-06-30 |
| AAPL | APPLE INC | 1.66% | 353.2K | $73.5M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 1.57% | 139.7K | $69.6M | โ | โ | โ | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 1.33% | 94.9K | $58.8M | โ | โ | โ | 2025-06-30 |
| QUAL | ISHARES TR | 1.31% | 315.5K | $57.7M | โ | โ | โ | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 1.22% | 94.3K | $53.8M | โ | โ | โ | 2025-06-30 |
| IUSB | ISHARES TR | 1.14% | 1.10M | $50.6M | โ | โ | โ | 2025-06-30 |
| AMZN | AMAZON COM INC | 1.11% | 223.2K | $49.2M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.99% | +72.74% |
| Top 20 Holdings Unweighted | +19.45% | +63.03% |
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