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
$100B
$10.7 Million 0.12% of portfolio
204,754
Q4 2024 Added 16.21%
$127B
$10.8 Million 0.12% of portfolio
190,678
Q4 2024 Added 12.72%
$263B
$10.6 Million 0.12% of portfolio
178,373
Q4 2024 Added 8.58%
$0
$10.3 Million 0.12% of portfolio
512,342
Q4 2024 Added 24.23%
$155B
$9.62 Million 0.11% of portfolio
136,629
Q4 2024 Added 1.76%
$212B
$9.93 Million 0.11% of portfolio
17,348
Q4 2024 Added 8.42%
$241B
$10 Million 0.11% of portfolio
83,265
Q4 2024 Added 4.31%
$35.2B
$9.96 Million 0.11% of portfolio
186,543
Q4 2024 Added 10.13%
$188B
$9.41 Million 0.11% of portfolio
8,874
Q4 2024 Reduced 10.77%
$97.8B
$9.33 Million 0.11% of portfolio
113,338
Q4 2024 Added 6.98%
$150B
$9.45 Million 0.11% of portfolio
156,728
Q4 2024 Reduced 0.35%
$242B
$8.75 Million 0.1% of portfolio
77,402
Q4 2024 Added 3.01%
$204B
$8.63 Million 0.1% of portfolio
19,399
Q4 2024 Reduced 18.41%
$1.66B
$8.72 Million 0.1% of portfolio
237,370
Q4 2023 Reduced 38.0%
$114B
$8.39 Million 0.1% of portfolio
48,643
Q4 2024 Added 2.48%
$104B
$8.9 Million 0.1% of portfolio
50,285
Q4 2024 Reduced 15.79%
$117B
$8.82 Million 0.1% of portfolio
59,626
Q4 2024 Added 0.11%
$122B
$8.45 Million 0.1% of portfolio
105,758
Q4 2024 Added 12.14%
$138B
$9.17 Million 0.1% of portfolio
127,867
Q4 2024 Reduced 0.16%
$44.9B
$9.09 Million 0.1% of portfolio
90,525
Q4 2024 Added 29.98%
$143B
$7.79 Million 0.09% of portfolio
34,501
Q4 2024 Added 11.95%
$47.9B
$8.12 Million 0.09% of portfolio
61,930
Q4 2024 Added 13.49%
$154B
$7.95 Million 0.09% of portfolio
32,208
Q4 2024 Reduced 1.74%
$57B
$7.6 Million 0.09% of portfolio
41,759
Q4 2024 Added 64.7%
$207B
$8.2 Million 0.09% of portfolio
15,754
Q4 2024 Added 9.67%
$145B
$7.81 Million 0.09% of portfolio
64,639
Q4 2024 Added 7.33%
$152B
$8.01 Million 0.09% of portfolio
35,147
Q4 2024 Added 0.22%
$220B
$6.6 Million 0.08% of portfolio
18,774
Q4 2024 Reduced 13.22%
$131B
$6.82 Million 0.08% of portfolio
23,287
Q4 2024 Reduced 40.05%
$33.9B
$6.74 Million 0.08% of portfolio
56,992
Q4 2024 Added 20.86%
$158B
$6.77 Million 0.08% of portfolio
180,309
Q4 2024 Added 5.49%
$72.7B
$6.79 Million 0.08% of portfolio
216,490
Q4 2024 Added 21.4%
$226B
$7.16 Million 0.08% of portfolio
42,926
Q4 2024 Reduced 2.3%
$69.4B
$7.12 Million 0.08% of portfolio
27,032
Q4 2024 Added 7.13%
$37.3B
$7.04 Million 0.08% of portfolio
67,676
Q4 2024 Reduced 6.48%
$85.9B
$7.11 Million 0.08% of portfolio
11,184
Q4 2024 Added 5.78%
$133B
$7.26 Million 0.08% of portfolio
79,707
Q4 2024 Reduced 22.19%
$297B
$6.8 Million 0.08% of portfolio
96,806
Q4 2024 Reduced 0.07%
$136B
$6.14 Million 0.07% of portfolio
37,784
Q4 2024 Reduced 18.38%
$199B
$6.37 Million 0.07% of portfolio
1,282
Q4 2024 Added 5.08%
$126B
$6.23 Million 0.07% of portfolio
62,788
Q4 2024 Reduced 13.36%
$33.9B
$6.09 Million 0.07% of portfolio
42,626
Q4 2024 Added 450.79%
$145B
$5.99 Million 0.07% of portfolio
14,142
Q4 2024 Added 16.27%
$37.7B
$6.02 Million 0.07% of portfolio
607,734
Q4 2024 Added 0.26%
$225B
$6.08 Million 0.07% of portfolio
48,383
Q4 2024 Added 5.03%
$77.5B
$5.77 Million 0.07% of portfolio
29,938
Q4 2024 Added 6.9%
$174B
$5.74 Million 0.07% of portfolio
11,519
Q4 2024 Added 12.34%
$133B
$5.96 Million 0.07% of portfolio
56,083
Q4 2024 Reduced 12.49%
$146B
$5.98 Million 0.07% of portfolio
16,607
Q4 2024 Added 2.4%

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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