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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.2B
$600,000 0.01% of portfolio
2,628
Q4 2024 New
$5.08B
$623,000 0.01% of portfolio
86,023
Q4 2024 Reduced 7.16%
$0
$1.3 Million 0.01% of portfolio
113,390
Q4 2024 Added 499.82%
$9.61B
$880,000 0.01% of portfolio
34,585
Q4 2024 Reduced 9.93%
$9.69B
$632,000 0.01% of portfolio
8,508
Q4 2024 Reduced 29.89%
$26.1B
$893,000 0.01% of portfolio
19,279
Q4 2024 Reduced 10.37%
$62.1B
$1.12 Million 0.01% of portfolio
2,161
Q4 2024 Reduced 0.23%
$47.5B
$630,000 0.01% of portfolio
4,169
Q4 2024 Added 0.22%
$9.65B
$657,000 0.01% of portfolio
4,983
Q4 2024 Reduced 13.97%
$469M
$820,000 0.01% of portfolio
74,832
Q4 2024 Added 53.54%
$7.97B
$451,000 0.01% of portfolio
2,876
Q4 2024 Added 1.2%
$5.28B
$583,000 0.01% of portfolio
13,348
Q4 2024 Added 15.77%
$142B
$851,000 0.01% of portfolio
17,649
Q4 2024 Reduced 19.58%
$966M
$640,000 0.01% of portfolio
39,612
Q4 2024 Reduced 3.18%
$11.9B
$494,000 0.01% of portfolio
4,494
Q4 2024 Added 4.0%
$10.7B
$700,000 0.01% of portfolio
19,275
Q4 2024 Added 55.08%
$0
$1.24 Million 0.01% of portfolio
129,003
Q4 2024 Added 0.37%
$15.9B
$1.22 Million 0.01% of portfolio
9,636
Q4 2024 Added 7.25%
$12.4B
$719,000 0.01% of portfolio
8,964
Q4 2024 Added 1.27%
$49.4B
$704,000 0.01% of portfolio
19,731
Q4 2024 Added 155.29%
$13.1B
$466,000 0.01% of portfolio
16,112
Q4 2024 New
$13.7B
$776,000 0.01% of portfolio
6,155
Q4 2024 Reduced 31.73%
$10.5B
$1.18 Million 0.01% of portfolio
1,069
Q4 2024 Added 64.71%
$12.7B
$1 Million 0.01% of portfolio
7,950
Q4 2024 Added 66.11%
$173B
$861,000 0.01% of portfolio
12,558
Q4 2024 Reduced 39.15%
$252B
$497,000 0.01% of portfolio
2,556
Q4 2024 Added 119.21%
$74.3B
$923,000 0.01% of portfolio
729
Q4 2024 Added 5.04%
$25.3B
$1.14 Million 0.01% of portfolio
1,978
Q4 2024 Reduced 1.05%
$17.9B
$874,000 0.01% of portfolio
2,011
Q4 2024 Added 0.5%
$5.33B
$459,000 0.01% of portfolio
4,071
Q4 2024 Reduced 26.33%
$30B
$679,000 0.01% of portfolio
6,995
Q4 2024 Reduced 27.68%
$3.45B
$439,000 0.01% of portfolio
7,000
Q4 2024 Reduced 9.09%
$5.42B
$1.17 Million 0.01% of portfolio
19,009
Q4 2024 Added 186.67%
$47.3B
$890,000 0.01% of portfolio
3,233
Q4 2024 Reduced 51.41%
$11.3B
$451,000 0.01% of portfolio
36,284
Q4 2024 Reduced 38.32%
$31.4B
$1.19 Million 0.01% of portfolio
40,722
Q4 2024 Added 145.86%
$31.9B
$923,000 0.01% of portfolio
3,589
Q4 2024 Reduced 0.14%
$27.8B
$686,000 0.01% of portfolio
64,693
Q4 2024 Reduced 40.07%
$49.4B
$616,000 0.01% of portfolio
3,594
Q4 2024 Added 0.42%
$16.7B
$761,000 0.01% of portfolio
1,607
Q4 2024 Added 13.97%
$9.9B
$638,000 0.01% of portfolio
11,570
Q4 2024 Reduced 0.07%
$16.9B
$905,000 0.01% of portfolio
2,763
Q4 2024 Reduced 6.91%
$14.9B
$957,000 0.01% of portfolio
16,065
Q4 2024 Reduced 34.2%
$31B
$532,000 0.01% of portfolio
9,463
Q4 2024 Reduced 28.89%
$5.55B
$590,000 0.01% of portfolio
5,157
Q4 2024 Reduced 15.9%
$13B
$494,000 0.01% of portfolio
2,671
Q4 2024 Added 85.1%
$11.4B
$465,000 0.01% of portfolio
2,796
Q4 2024 New
$51.2B
$728,000 0.01% of portfolio
2,825
Q4 2024 Added 22.56%
$10.2B
$559,000 0.01% of portfolio
6,492
Q4 2024 Reduced 41.75%

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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