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
$546,000 0.01% of portfolio
66,028
Q4 2024 Added 1.5%
$0
$555,000 0.01% of portfolio
38,721
Q4 2024 Reduced 5.14%
$8.65B
$1.02 Million 0.01% of portfolio
19,241
Q4 2024 Added 51.54%
$5.27B
$882,000 0.01% of portfolio
65,873
Q4 2024 Added 1.05%
$14B
$548,000 0.01% of portfolio
4,261
Q4 2024 Reduced 43.06%
$87.3B
$725,000 0.01% of portfolio
19,981
Q4 2024 Reduced 5.07%
$21.7B
$475,000 0.01% of portfolio
3,329
Q4 2024 Reduced 66.55%
$11.1B
$447,000 0.01% of portfolio
6,017
Q4 2024 Reduced 30.87%
$0
$609,000 0.01% of portfolio
41,097
Q4 2024 Added 7.93%
$68.7B
$827,000 0.01% of portfolio
8,147
Q4 2024 Reduced 33.54%
$13.1B
$868,000 0.01% of portfolio
10,622
Q4 2024 Reduced 3.73%
$1.94B
$601,000 0.01% of portfolio
22,823
Q4 2024 Added 102.06%
$32.9B
$588,000 0.01% of portfolio
9,710
Q4 2024 Added 23.41%
$27.6B
$776,000 0.01% of portfolio
4,161
Q4 2024 Added 42.79%
$32.8B
$1.05 Million 0.01% of portfolio
19,681
Q4 2024 Added 118.73%
$7.99B
$512,000 0.01% of portfolio
3,612
Q4 2024 Added 0.33%
$714M
$838,000 0.01% of portfolio
73,555
Q4 2024 Added 4.61%
$22.7B
$483,000 0.01% of portfolio
11,052
Q4 2024 Added 109.6%
$41.1B
$807,000 0.01% of portfolio
7,502
Q4 2024 Added 26.23%
$91.2B
$1 Million 0.01% of portfolio
4,314
Q4 2024 Added 13.83%
$21.2B
$648,000 0.01% of portfolio
9,737
Q4 2024 Reduced 2.98%
$43.1B
$577,000 0.01% of portfolio
7,504
Q4 2024 Added 136.79%
$0
$489,000 0.01% of portfolio
39,973
Q4 2024 Added 36.24%
$7.76B
$689,000 0.01% of portfolio
11,062
Q4 2024 Added 1.52%
$12.2B
$708,000 0.01% of portfolio
25,540
Q4 2024 Added 28.87%
$31B
$557,000 0.01% of portfolio
7,786
Q4 2024 Added 2.31%
$12.4B
$628,000 0.01% of portfolio
1,772
Q4 2024 Added 6.3%
$14.8B
$826,000 0.01% of portfolio
2,481
Q4 2024 Added 34.84%
$24.5B
$683,000 0.01% of portfolio
3,659
Q4 2024 Added 14.2%
$38.5B
$836,000 0.01% of portfolio
13,824
Q4 2024 Added 4.4%
$12.5B
$576,000 0.01% of portfolio
2,521
Q4 2024 Added 2.19%
$0
$722,000 0.01% of portfolio
81,948
Q4 2024 Reduced 20.72%
$16.7B
$805,000 0.01% of portfolio
8,958
Q4 2024 Reduced 44.45%
$817M
$853,000 0.01% of portfolio
35,031
Q4 2024 Added 18.11%
$0
$1.15 Million 0.01% of portfolio
91,188
Q4 2024 Added 10.28%
$0
$1.24 Million 0.01% of portfolio
78,117
Q4 2024 Added 23.85%
$9.3B
$688,000 0.01% of portfolio
6,923
Q4 2024 Added 56.28%
$25.9B
$1.12 Million 0.01% of portfolio
9,246
Q4 2024 Reduced 0.37%
$9.55B
$771,000 0.01% of portfolio
2,380
Q3 2024 Added 0.46%
$0
$570,000 0.01% of portfolio
58,351
Q4 2024 Added 0.12%
$0
$531,000 0.01% of portfolio
35,562
Q4 2024 Reduced 20.18%
$35.6B
$988,000 0.01% of portfolio
15,960
Q4 2024 Reduced 15.86%
$20.8B
$1.25 Million 0.01% of portfolio
15,642
Q4 2024 Reduced 6.21%
$35.9B
$871,000 0.01% of portfolio
5,954
Q4 2024 Reduced 6.13%
$19.5B
$822,000 0.01% of portfolio
1,811
Q4 2024 Added 125.25%
$17.8B
$1.25 Million 0.01% of portfolio
16,505
Q4 2024 Added 883.61%
$82.4B
$651,000 0.01% of portfolio
691
Q4 2024 Reduced 28.32%
$9.96B
$503,000 0.01% of portfolio
13,864
Q4 2024 New
$15.8B
$494,000 0.01% of portfolio
8,029
Q4 2024 Reduced 3.18%

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email