Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

Atria Wealth Solutions, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.74 Billion distributed in 4592 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $259M, Ishares Core S&P 500 ETF with a value of $258M, Nvidia Corp with a value of $204M, Microsoft Corp with a value of $173M, and Invesco Qqq Trust, Series 1 with a value of $155M.

Examining the 13F form we can see an decrease of $152M in the current position value, from $8.89B to 8.74B.

Atria Wealth Solutions, Inc. is based out at New York, NY

Below you can find more details about Atria Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $8.74 Billion
ETFs: $5.48 Billion
Technology: $989 Million
Financial Services: $492 Million
Consumer Cyclical: $356 Million
Healthcare: $269 Million
Communication Services: $262 Million
Industrials: $240 Million
Consumer Defensive: $224 Million
Other: $343 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$259 Million 2.97% of portfolio
1,035,895
Q4 2024 Reduced 9.54%
$0
$258 Million 2.96% of portfolio
439,058
Q4 2024 Reduced 6.62%
$311B
$204 Million 2.33% of portfolio
1,519,050
Q4 2024 Reduced 31.9%
$2.96T
$173 Million 1.98% of portfolio
409,856
Q4 2024 Reduced 8.7%
$0
$155 Million 1.78% of portfolio
303,806
Q4 2024 Added 0.74%
$0
$146 Million 1.68% of portfolio
249,855
Q4 2024 Added 7.59%
$2.16T
$132 Million 1.51% of portfolio
601,241
Q4 2024 Reduced 9.3%
$0
$126 Million 1.45% of portfolio
234,456
Q4 2024 Reduced 2.52%
$0
$111 Million 1.27% of portfolio
270,235
Q4 2024 Reduced 1.51%
$0
$96.6 Million 1.11% of portfolio
2,136,638
Q4 2024 Reduced 7.15%
$0
$95.5 Million 1.09% of portfolio
563,959
Q4 2024 Added 1.72%
$0
$93.9 Million 1.08% of portfolio
1,964,116
Q4 2024 Added 1.85%
$0
$87.3 Million 1.0% of portfolio
490,165
Q4 2024 Reduced 1.03%
$0
$72.6 Million 0.83% of portfolio
1,261,157
Q4 2024 Added 10.34%
$0
$72 Million 0.82% of portfolio
709,612
Q4 2024 Reduced 3.36%
$925B
$70.8 Million 0.81% of portfolio
175,348
Q4 2024 Added 1.23%
$0
$65.9 Million 0.75% of portfolio
852,531
Q4 2024 Added 22.48%
$669B
$64.6 Million 0.74% of portfolio
142,450
Q4 2024 Reduced 8.15%
$0
$64.5 Million 0.74% of portfolio
354,077
Q4 2024 Reduced 7.39%
$1.02T
$57.8 Million 0.66% of portfolio
305,363
Q4 2024 Reduced 17.21%
$0
$57.5 Million 0.66% of portfolio
658,973
Q4 2024 Added 14.65%
$0
$56.6 Million 0.65% of portfolio
787,508
Q4 2024 Added 1.91%
$0
$54.8 Million 0.63% of portfolio
189,058
Q4 2024 Reduced 1.67%
$0
$53.5 Million 0.61% of portfolio
946,571
Q4 2024 Added 9.57%
$0
$52.9 Million 0.61% of portfolio
1,079,057
Q4 2024 Added 5.03%
$0
$49 Million 0.56% of portfolio
424,965
Q4 2024 Reduced 20.23%
$0
$48.6 Million 0.56% of portfolio
381,177
Q4 2024 Added 3.45%
$1.05T
$47.6 Million 0.54% of portfolio
249,696
Q4 2024 Reduced 14.74%
$464B
$46.5 Million 0.53% of portfolio
50,762
Q4 2024 Reduced 7.91%
$0
$45.6 Million 0.52% of portfolio
890,303
Q4 2024 Added 0.85%
$0
$43.4 Million 0.5% of portfolio
474,238
Q4 2024 Added 11.77%
$0
$42.8 Million 0.49% of portfolio
723,783
Q4 2024 Added 17.26%
$0
$41.9 Million 0.48% of portfolio
1,374,696
Q4 2024 Added 4.53%
$0
$41.6 Million 0.48% of portfolio
197,771
Q4 2024 Added 119.96%
$0
$42.4 Million 0.48% of portfolio
679,945
Q4 2024 Added 1.9%
$0
$42.3 Million 0.48% of portfolio
436,568
Q4 2024 Added 18.21%
$776B
$40.6 Million 0.46% of portfolio
169,167
Q4 2024 Reduced 3.15%
$0
$39.3 Million 0.45% of portfolio
784,425
Q4 2024 Added 112.64%
$0
$39 Million 0.45% of portfolio
167,684
Q4 2024 Reduced 1.69%
$0
$38.9 Million 0.45% of portfolio
443,096
Q4 2024 Added 49.34%
$0
$37.3 Million 0.43% of portfolio
195,339
Q4 2024 Added 0.52%
$0
$37.3 Million 0.43% of portfolio
1,364,911
Q4 2024 Added 201.37%
$0
$36.7 Million 0.42% of portfolio
698,975
Q4 2024 Added 8.05%
$90.9B
$35.8 Million 0.41% of portfolio
147,846
Q4 2024 Reduced 24.33%
$80.8B
$35.3 Million 0.4% of portfolio
152,217
Q4 2024 Reduced 11.09%
$0
$35 Million 0.4% of portfolio
794,222
Q4 2024 Added 4.63%
$0
$34.4 Million 0.39% of portfolio
490,137
Q4 2024 Added 15.7%
$0
$33.7 Million 0.39% of portfolio
378,468
Q4 2024 Added 39.02%
$0
$33 Million 0.38% of portfolio
1,796,829
Q4 2024 Added 23.18%

Summary

  • Portfolio
  • No. of Stocks 4,592
  • Current Value $8.74 Billion
  • Prior Value $8.89 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 206 stocks
  • Additional Purchases 830 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 796 stocks
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