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
$71B
$2.6 Million 0.03% of portfolio
9,175
Q4 2024 Reduced 22.09%
$8.69B
$2.66 Million 0.03% of portfolio
17,140
Q4 2024 Reduced 2.38%
$51.6B
$3.01 Million 0.03% of portfolio
2,853
Q4 2024 Added 2.04%
$46.1B
$2.63 Million 0.03% of portfolio
35,290
Q4 2024 Added 15.03%
$96.7B
$2.32 Million 0.03% of portfolio
15,597
Q4 2024 Reduced 43.09%
$0
$2.79 Million 0.03% of portfolio
255,413
Q4 2024 Added 67.72%
$59B
$2.22 Million 0.03% of portfolio
28,103
Q4 2024 Added 16.27%
$7.46B
$2.85 Million 0.03% of portfolio
42,648
Q4 2024 New
$20.7B
$2.65 Million 0.03% of portfolio
31,250
Q4 2024 Reduced 1.52%
$4.58B
$2.53 Million 0.03% of portfolio
43,259
Q4 2024 Reduced 0.34%
$91B
$2.33 Million 0.03% of portfolio
8,352
Q4 2024 Reduced 2.62%
$54.2B
$2.75 Million 0.03% of portfolio
57,424
Q4 2024 Added 5.56%
$100B
$2.85 Million 0.03% of portfolio
37,612
Q4 2024 Reduced 11.57%
$235B
$2.7 Million 0.03% of portfolio
27,703
Q4 2024 Added 14.85%
$8.62B
$2.35 Million 0.03% of portfolio
62,053
Q4 2024 Added 15.69%
$86.3B
$2.89 Million 0.03% of portfolio
2,435
Q4 2024 Added 0.54%
$4.34B
$2.54 Million 0.03% of portfolio
67,697
Q4 2024 Added 0.85%
$0
$2.21 Million 0.03% of portfolio
264,141
Q4 2024 Added 4.22%
$114B
$2.29 Million 0.03% of portfolio
21,685
Q4 2024 Added 72.38%
$33.1B
$2.77 Million 0.03% of portfolio
9,691
Q4 2024 Added 0.47%
$145B
$2.47 Million 0.03% of portfolio
33,375
Q4 2024 Added 9.05%
$240B
$2.8 Million 0.03% of portfolio
44,658
Q4 2024 Added 19.28%
$93.9B
$2.84 Million 0.03% of portfolio
8,349
Q4 2024 Reduced 7.65%
$60.9B
$3.02 Million 0.03% of portfolio
17,524
Q4 2024 Reduced 9.35%
$45.7B
$2.39 Million 0.03% of portfolio
13,389
Q3 2024 Added 28.09%
$61.5B
$2.32 Million 0.03% of portfolio
53,450
Q4 2024 Added 76.66%
$44.5B
$2.74 Million 0.03% of portfolio
3,885
Q4 2024 Reduced 2.19%
$123B
$2.9 Million 0.03% of portfolio
7,212
Q4 2024 Reduced 25.92%
$32.7B
$2.58 Million 0.03% of portfolio
29,758
Q4 2024 Reduced 23.68%
$78.3B
$2.3 Million 0.03% of portfolio
14,109
Q4 2024 Reduced 10.24%
$7.74B
$1.5 Million 0.02% of portfolio
116,676
Q4 2024 New
$55.4B
$2.07 Million 0.02% of portfolio
15,750
Q4 2024 Added 3.59%
$9.02B
$1.9 Million 0.02% of portfolio
22,030
Q4 2024 Added 14.08%
$53.8B
$2.05 Million 0.02% of portfolio
10,655
Q4 2024 Added 139.98%
$24.7B
$1.99 Million 0.02% of portfolio
15,983
Q4 2024 Added 12.42%
$57.3B
$1.73 Million 0.02% of portfolio
3,242
Q4 2024 Reduced 17.21%
$95.1B
$1.59 Million 0.02% of portfolio
4,917
Q4 2024 Added 111.67%
$37.6B
$2.03 Million 0.02% of portfolio
3,421
Q4 2024 Reduced 3.93%
$20.2B
$1.61 Million 0.02% of portfolio
18,717
Q4 2024 Reduced 2.91%
$0
$1.46 Million 0.02% of portfolio
100,338
Q4 2024 Added 6.16%
$0
$1.78 Million 0.02% of portfolio
167,437
Q4 2024 Added 30.2%
$5.57B
$1.98 Million 0.02% of portfolio
61,383
Q4 2024 Added 583.86%
$34.9B
$1.41 Million 0.02% of portfolio
16,560
Q4 2024 Reduced 24.04%
$149B
$1.6 Million 0.02% of portfolio
17,965
Q4 2024 Added 56.52%
$101B
$1.74 Million 0.02% of portfolio
58,913
Q4 2024 Reduced 3.26%
$0
$1.51 Million 0.02% of portfolio
113,208
Q4 2024 Added 4.19%
$0
$1.37 Million 0.02% of portfolio
77,084
Q4 2024 Added 154.34%
$26.6B
$1.51 Million 0.02% of portfolio
60,658
Q4 2024 Added 21.63%
$22.4B
$1.39 Million 0.02% of portfolio
7,130
Q4 2024 Added 68.24%

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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