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
$0
$1.71 Million 0.02% of portfolio
53,930
Q4 2024 Reduced 22.21%
$41.9B
$1.46 Million 0.02% of portfolio
39,174
Q4 2024 Added 45.55%
$62.8B
$1.37 Million 0.02% of portfolio
5,934
Q4 2024 Reduced 7.35%
$322B
$1.36 Million 0.02% of portfolio
5,511
Q4 2024 Added 89.38%
$9.35B
$1.42 Million 0.02% of portfolio
11,692
Q4 2024 Added 10.47%
$59.1B
$1.72 Million 0.02% of portfolio
44,830
Q4 2024 Added 41.44%
$21B
$2.04 Million 0.02% of portfolio
23,682
Q4 2024 Added 10.97%
$18.1B
$1.49 Million 0.02% of portfolio
4,383
Q4 2024 Added 78.75%
$56.7B
$2 Million 0.02% of portfolio
12,980
Q4 2024 Reduced 4.65%
$31B
$1.9 Million 0.02% of portfolio
89,870
Q4 2024 Added 451.69%
$117B
$1.46 Million 0.02% of portfolio
3,253
Q4 2024 Added 14.83%
$0
$1.8 Million 0.02% of portfolio
112,606
Q4 2024 Reduced 4.99%
$6.35B
$1.67 Million 0.02% of portfolio
88,148
Q4 2024 Added 30.96%
$36.4B
$2.02 Million 0.02% of portfolio
20,575
Q4 2024 Reduced 4.21%
$69.9B
$2.14 Million 0.02% of portfolio
4,407
Q4 2024 Reduced 0.14%
$94.2B
$1.99 Million 0.02% of portfolio
7,224
Q4 2024 Added 16.07%
$31.5B
$2.1 Million 0.02% of portfolio
9,986
Q4 2024 Reduced 19.25%
$25.2B
$1.47 Million 0.02% of portfolio
7,122
Q4 2024 Reduced 0.28%
$55.6B
$1.81 Million 0.02% of portfolio
13,099
Q4 2024 New
$33.7B
$1.8 Million 0.02% of portfolio
9,509
Q4 2024 Added 9.24%
$33.7B
$1.92 Million 0.02% of portfolio
20,394
Q4 2024 Added 46.09%
$71.1B
$1.94 Million 0.02% of portfolio
15,368
Q4 2024 Reduced 8.59%
$9.47B
$1.33 Million 0.02% of portfolio
15,965
Q4 2024 Reduced 8.85%
$0
$1.63 Million 0.02% of portfolio
242,496
Q4 2024 Added 715.09%
$44.5B
$1.41 Million 0.02% of portfolio
10,513
Q4 2024 Reduced 34.85%
$16.3B
$1.76 Million 0.02% of portfolio
4,545
Q4 2024 Reduced 2.4%
$21.9B
$1.62 Million 0.02% of portfolio
15,312
Q4 2024 Reduced 2.13%
$2.37B
$717,000 0.01% of portfolio
35,519
Q4 2024 Added 1.74%
$25.3B
$530,000 0.01% of portfolio
5,547
Q4 2024 Added 5.84%
$0
$543,000 0.01% of portfolio
50,614
Q4 2024 Added 12.47%
$11.1B
$799,000 0.01% of portfolio
22,215
Q4 2024 Added 12.11%
$26.2B
$454,000 0.01% of portfolio
5,097
Q4 2024 Added 0.06%
$63.1B
$455,000 0.01% of portfolio
6,262
Q4 2024 Reduced 10.75%
$43.5B
$924,000 0.01% of portfolio
5,130
Q4 2024 Added 31.67%
$39.6B
$962,000 0.01% of portfolio
13,859
Q4 2024 Reduced 16.47%
$8.11B
$503,000 0.01% of portfolio
33,358
Q4 2024 Reduced 23.23%
$84.6B
$561,000 0.01% of portfolio
1,562
Q4 2024 Reduced 16.65%
$6.76B
$1.05 Million 0.01% of portfolio
45,171
Q4 2024 Added 103.99%
$1.42B
$640,000 0.01% of portfolio
73,992
Q4 2024 Added 168.73%
$89.6B
$1.2 Million 0.01% of portfolio
7,276
Q4 2024 Reduced 16.0%
$34.3B
$977,000 0.01% of portfolio
10,580
Q4 2024 Reduced 17.8%
$25.9B
$536,000 0.01% of portfolio
10,613
Q4 2024 Reduced 16.26%
$29.4B
$747,000 0.01% of portfolio
4,225
Q4 2024 Added 67.39%
$53.1B
$1.21 Million 0.01% of portfolio
4,919
Q4 2024 Added 4.82%
$6.16B
$694,000 0.01% of portfolio
3,273
Q4 2024 Added 0.49%
$0
$1.23 Million 0.01% of portfolio
60,426
Q4 2024 Added 3.4%
$31.4B
$517,000 0.01% of portfolio
33,366
Q4 2024 Added 48.12%
$0
$655,000 0.01% of portfolio
62,708
Q4 2024 Added 0.8%
$0
$638,000 0.01% of portfolio
65,055
Q4 2024 Added 4.05%

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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