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
$70.1B
$4.95 Million 0.06% of portfolio
17,065
Q4 2024 Reduced 15.81%
$465B
$5.45 Million 0.06% of portfolio
8
Q4 2024 Reduced 11.11%
$19.3B
$5.43 Million 0.06% of portfolio
33,456
Q4 2024 Added 24.59%
$151B
$4.9 Million 0.06% of portfolio
21,337
Q4 2024 Reduced 11.31%
$71B
$5.38 Million 0.06% of portfolio
32,068
Q4 2024 Added 1,832.97%
$117B
$5.02 Million 0.06% of portfolio
15,119
Q4 2024 Added 24.29%
$86.5B
$5.11 Million 0.06% of portfolio
120,400
Q4 2024 Reduced 0.54%
$143B
$5.4 Million 0.06% of portfolio
58,461
Q4 2024 Reduced 4.42%
$2.66B
$5.09 Million 0.06% of portfolio
253,428
Q4 2024 Added 0.11%
$60.9B
$5.06 Million 0.06% of portfolio
184,779
Q4 2024 Added 10.84%
$78.3B
$4.88 Million 0.06% of portfolio
44,190
Q4 2024 Added 4.22%
$92B
$4.92 Million 0.06% of portfolio
8,635
Q4 2024 Added 2.98%
$102B
$5.53 Million 0.06% of portfolio
65,689
Q4 2024 Added 2.36%
$88B
$5.39 Million 0.06% of portfolio
90,157
Q4 2024 Added 10.16%
$71.1B
$5.12 Million 0.06% of portfolio
10,900
Q4 2024 Reduced 29.63%
$42.8B
$5.64 Million 0.06% of portfolio
47,588
Q4 2024 Reduced 0.33%
$38.3B
$5.24 Million 0.06% of portfolio
68,581
Q4 2024 Added 16.9%
$82B
$5.37 Million 0.06% of portfolio
14,529
Q4 2024 Reduced 0.01%
$86.8B
$5.56 Million 0.06% of portfolio
44,085
Q4 2024 Added 10.81%
$13.3B
$5.56 Million 0.06% of portfolio
102,073
Q4 2024 Added 55.32%
$85.7B
$4.38 Million 0.05% of portfolio
33,955
Q4 2024 Added 9.51%
$5.75B
$4.17 Million 0.05% of portfolio
452,530
Q4 2024 Added 10.52%
$43.8B
$4.45 Million 0.05% of portfolio
56,925
Q4 2024 Reduced 11.47%
$16.2B
$4.13 Million 0.05% of portfolio
69,854
Q4 2024 Added 27.91%
$282B
$4.17 Million 0.05% of portfolio
6,012
Q4 2024 Reduced 10.43%
$118B
$4.46 Million 0.05% of portfolio
16,143
Q4 2024 Added 19.68%
$71.9B
$4.35 Million 0.05% of portfolio
35,071
Q4 2024 Reduced 6.34%
$74.4B
$3.94 Million 0.05% of portfolio
32,158
Q4 2024 Reduced 3.58%
$0
$4.58 Million 0.05% of portfolio
211,084
Q4 2024 Reduced 0.34%
$25.4B
$4.63 Million 0.05% of portfolio
27,342
Q4 2024 Added 19.67%
$81.1B
$4.25 Million 0.05% of portfolio
16,751
Q4 2024 Reduced 5.74%
$203B
$4.64 Million 0.05% of portfolio
8,891
Q4 2024 Reduced 41.49%
$27.1B
$4.36 Million 0.05% of portfolio
41,472
Q4 2024 Reduced 14.98%
$2.39B
$4.57 Million 0.05% of portfolio
15,791
Q4 2024 Added 29.81%
$0
$4.18 Million 0.05% of portfolio
235,474
Q4 2024 Reduced 0.28%
$165B
$4.76 Million 0.05% of portfolio
19,876
Q4 2024 Reduced 31.88%
$11.6B
$4.62 Million 0.05% of portfolio
299,894
Q4 2024 Reduced 45.32%
$57.2B
$4.36 Million 0.05% of portfolio
32,224
Q4 2024 Reduced 3.83%
$177B
$4.69 Million 0.05% of portfolio
24,080
Q4 2024 Added 0.24%
$60.6B
$4.16 Million 0.05% of portfolio
17,255
Q4 2024 Added 2.11%
$144B
$4.23 Million 0.05% of portfolio
74,563
Q4 2024 Added 7.49%
$351B
$3.07 Million 0.04% of portfolio
36,258
Q4 2024 Added 52.31%
$54.5B
$3.52 Million 0.04% of portfolio
38,135
Q4 2024 Added 8.36%
$2.1B
$3.32 Million 0.04% of portfolio
239,704
Q4 2024 Added 27.62%
$0
$3.61 Million 0.04% of portfolio
165,109
Q4 2024 Added 7.47%
$236B
$3.28 Million 0.04% of portfolio
50,035
Q4 2024 Added 16.18%
$71.9B
$3.62 Million 0.04% of portfolio
47,174
Q4 2024 Added 7.2%
$15.4B
$3.49 Million 0.04% of portfolio
8,803
Q4 2024 Added 3.24%
$1.5B
$3.28 Million 0.04% of portfolio
54,363
Q4 2024 Reduced 38.44%

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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